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Breaking into buy-side equity research - my experience

Subutai Baghatur

This will be my very first post to this forum, which is admittedly dedicated more to banking and private equity rather than investment research. Given the dearth of content on buy-side equity research (understandable given the small size/low turnover of the industry), I have decided to share my...

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AMA - Analyst at $1.5B Endowment Fund

WpgJets

I have been reading <abbr title="Wall Street Oasis">WSO</abbr> for a few years now and would like to give back and help out all of the younger readers on here. When I was going through the interview process for my current role, I had a hard time figuring out what exactly I...

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Private Wealth Management/Private Banking Guide for Associates

navyrugby

Once and for all - Here is the best guidebook I can give you for <abbr title="private wealth management">PWM</abbr>/<abbr title="private banking">PB</abbr> at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth...

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ICONIQ Capital

sardink

Hey guys, I understand the firm is a family office for many of the wealthy in the Silicon Valley. I have applied for the financial analyst position at the company, and if anyone has worked at ICONIQ Capital, or is familiar with the culture and responsibilities, I would love to get your feedback. -...

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BlackRock PAG - or IB at bulge bracket?

Helena2018

I just recently got an offer from BlackRock at their Portfolio Analytics Group, and was wondering how the opportunity compares to IB at a bulge bracket. I really like the firm and its products, and I think it would be great to work with something that brings technology and finance together. However,...

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Career Path Question - Good path to work for a FoF/Endowment to get into later AM roles post MBA?

AMHopeful124

Hi all! Student looking to break into the asset management space for a long-term career (hopefully to become a fund manager/portfolio manager at some point). Looking at opportunities out of undergrad and notice that I may be able to position myself to work for an endowment/FoF. Would this be a good ...

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What happens after application submission for BlackRock

Shannon-Chew

Hi everyone, I was wondering for those who applied to BlackRock's Analyst program, did you hear back already after submitting you resume and Hirevue Cover Letter? I applied to the Seattle office 2 weeks ago and haven't heard anything back and I think I'm starting to lose hope.......

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Anyone know of Gerstein Fisher?

ca_zeus

Anyone familiar with the firm Gerstein Fisher? They are AM/investment advisory (link below) with a lot of research on their website. But reviews on Glassdoor do not look impressive (take it with a grain of salt) and so I'm wondering if anyone is familiar with them. https://gersteinfisher.com/...

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Regulatory Reporting Buyside

SirGrayWalrus

Can anyone tell me about some exit opportunities/career path for someone who would be entering his career as a Regulatory Reporting Analyst?...

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GSAM Americas client business

KanesCab

Could anyone share some insight on this group? Have an interview for an analyst position on the pensions team. Thanks for your time. ...

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JP Morgan Asset Management Summer 2015

ME207

Hey, anyone interview for JPM's Asset Management summer internship positions yet? If so, have you heard back? Curious....

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JP Morgan Asset Management Superday

Whompwhoopyeah

What is the superday like? I heard it goes from 8am-5pm. Is it all interviews or is it a series of tests and interviews?...

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Investec AM & CF

straighttohellxo

Hello everyone, I believe I have been fast tracked to one of their offices but we haven't discussed whether it would be AM or CF. I am just wondering what you think about their AM (160b AUM afaik) and their CF (recent deals include Bidvest / Noonan - 175 m ll Blue Tree Systems / Orbcomm - 43 M). ...

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SG Capital Partners - Asset Management Summer Analyst Interview

TheCommish

Have an interview with the firm next week. The firm focuses on US Structured Credit including securities, loans and derivatives. They also have a focus on Mortgage Backed Securities. Anyone have any tips for this interview (it's my first AM interview)/any experience with the firm? Any input will b...

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Invesco Perpetual Campus Event

santassleds

On-campus event with Invesco Perpetual next month ... anyone know anything about them or their investing thesis?...

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Certifications for Fixed Income pros

Betseat-Getachew

Hello there, What are some certifications for those working in fixed income? i.e CFA Thanks, Betseat...

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How does AM/IM recruiting work at a top MBA?

anachistgt3

Excuse me for my ignorance but I'm really curious about this as I've heard that it can be incredibly hard to break into am. If in case someone doesn't get summer internship offers, what do they do in such case? Is it really that risky as people make it out to be? Secondly, can you recruit for both ...

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PGIM Fixed Income Research

Ineedtoremember

Does anyone know anything about this group? I'm flying out for a final round interview in a week and can't find a ton of info online. How is the group regarded in the FI space? Exit ops? Also is it a mostly quant group? I have a little bit of CS experience but nothing compared to a computer scienc...

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Timeline to become a Sports/Entertainment Division PM

WannabeGuru

Goodmorning, I'm hoping I can get some advice about my career path. I'm currently 20 years old, graduating from Colorado State University - Fort Collins with a Bachelor of Science in Business Administration Dual Concentration in Finance - Investment Analysis and Real Estate. Unfortunately, because I...

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Buy-side vs. Sell-side ER?

MonkeyBeesWax

Hey guys, what's the biggest difference in working at a sell-side ER (working at global investment banks) vs. buy-side ER (research associate at large AM or MF) in terms of the work you do everyday? From my understanding, the biggest difference is that the sell-side ER has a lot more marketing aspec...

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JPMorgan Video Interview

Yankee Doodle

Hey monkeys! I'm a junior at a non-target. Just made it to JPM's AM/WM first round interview, which consists of a video interview made up of four questions. I have never done a video interview before, nor ever interviewed with JPM. Should I expect technical or behavioral questions? What is the bes...

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Fixed Income - Anyone?

badsuns

Hey guys, I was just wondering if there are a lot of people on here working in Fixed Income. Doing an internship on the buyside right now, but my firm doesn't have a direct intern-to-analyst route, so was wondering how I should tackle recruiting if my school doesn't have a lot of alumni in the indus...

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Anyone ever live through an Acquisition?

Whatever1984

It's the ten year anniversary of the financial crisis, and my firm may be about to go through one. The last time I did we were the golden child, meant to bring growth to a moribund company. This time it looks like it is going to be all about economies of scale. I've already heard a rumor about an...

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