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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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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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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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+1
JP Morgan Funds Management Role

dash-board-confessional

I haven't seen anything about funds management specifically for JP Morgan groups that are client focused. If you have worked in this role or know more about it could you please clarify what funds management would entail? As an intern, what are the main tasks you would receive? Market research, mod...

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Portfolio Management test

Arti

I'll have a test for a PM role at a local retail bank next week. It's mostly about managing the pension funds + some mutual funds and individual portfolios, also the position is related to equities only. I assume the questions would be similar to CFA 1 lvl portfolio management material. Would apprec...

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Financial Advisor Compensation Structures

Boredmonkey1

Does anyone know what a typical compensation structure is for a new financial advisor who is not bringing a book with them? Typical grid rates for rookies, typical base salaries, whether a more seasoned FA at the firm sponsors you and takes a cut from your production (if so, how much, for how long),...

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JP Morgan Private Bank- Role Question

Am144

Hi all- I have an opportunity to move into a new regional office for JP Morgan's Private Bank as a VP Level Banker. This is due to my extensive HNW personal network in the community and ability to transition it over- Does anyone here have any insight on what the lifestyle / role would be like in a r...

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JP Morgan Private Banking Compensation in Non-Major Cities

pmblue117

Hi all, Was wondering if anyone here knows the current expected base+bonus for a JPM Private Banking Analyst for regional cities (i.e., Atlanta, Cleveland, St. Louis, New Orleans, etc.)? Previous threads discussed comp for core/major cities. Any insight would be appreciated, thanks....

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Advanced Portfolio Management Analyst Interview?

Gentman

Hi all, I recently got invited for an interview for a Analyst role at an independent specialty asset management firm called Advanced Portfolio Management (APM) which is a mid-sized firm with $3.5 B under management based in NY. They create investment solutions for endowments, foundations, pension f...

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Fixed Income AM SA interview

Scrotus

Hey folks, I have a fixed income SA phone interview with a top-5 AM (think Fidelity, PIMCO, BlackRock, etc.) coming up soon. My question is how would I go about impressing the interviewer with some knowledge which isn't expected of me? If it were an equity interview, I'd pitch a few good stocks, ...

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Anyone works for family offices/endowments in Boston?

lamoon

My profile might be a bit different than most here as I actually have 12 years of experience in the industry but am looking for a transition. I am currently in an institutional PM/Client PM/Investment Director type role at an asset management firm (not Portfolio Manager, more client facing) . I s...

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Fixed Income AM middle office analyst

Logisticjoe

I have an upcoming interview with a BB for a fixed income AM middle office analyst role. Not to sure what middle office for Fixed income AM at a BB would do and how would someone go about trying to get into front office from middle office in a year or 2? Anyone have any experience with such role and...

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Harris Associates summer interview

twinshk2

Have an in person with Harris Associates coming up and was wondering if anyone had any experience interviewing/working or whatever with them. Any comments or thoughts would be appreciated - glassdoor and wso isn't super helpful in determining what would be asked, although they do seem to care heavil...

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Bad Online Reputation

letsgetthizbread

I would like to go into asset/investment management. When I was in high school I used a racial slur on social media and screenshots were posted on a major publication. I've learned a lot since then and hope to move past it. Since then I have changed my last name. Do you think I can still have a ca...

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LEGOs as an Alternative Investment?

JC_52

So the other day I read this article by Bloomberg saying that over the past decade some lego sets have brought higher returns than the S&P 500. Is it theoretically possible to invest in lego toys as an alternative investment and treat them as an asset class? I used to build legos when I was a kid ...

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Goldman Sachs Credit Alternatives

blkponda

I'm interested in learning more about what GS's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio is...

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Washington DC Happy Hour/Meet Up

MKEfinance028

Hey guys, I was wondering if anyone would be up for a happy hour or something in the near future? I just moved to DC in August and haven't really been too social yet. I've been tied down studying for Level I until a little over a month ago, so I am looking to go out and meet some people. Let me...

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Moving From Commercial Real Estate Lending to Private Banking - Career Switch

PB Seeker

Hi all, I've been a CRE Lending Credit Analyst (2 years) then Underwriter (2 years) for the past 4 years at one of the major U.S. banks (think Wells Fargo, Citi, BofA, etc.). I am interested of moving from CRE Lending to Private Banking. Can I break in without getting an MBA? Or an MBA will help me ...

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Old Hill's September Commentary: Climbing Walls of Worry

nok15105

Check out Old Hill's September Commentary here. https://oldhill.com/news/old-hills-september-commentary-climbing-walls-of-worry ...

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Interactive brokers family and friends account

beachbum59713

Has anyone used the Interactive Brokers Friends and Family Advisor account? If so, does that qualify as exempt from state registrations? Specifically Maryland. I would just have a small amount of capital and it really wouldn't be worth it to go through all the registration process. ...

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PwC financial markets advisory vs JPM AWM Program

Incoming-Analyst94

Hi Monkeys, I am pursuing the following opportunities and need anyone who’s been in either role to possibly give me their input in the roles? PwC financial markets advisory - transactions And Asset and wealth management program at JPM Which is a better role if my ultimate goal is sales/tradin...

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Wealth Management Credit Risk?

aerodye

Hi All, I hope this is the right forum to post this in. I'm really quite interested in AM and am currently on a risk management graduate scheme whereby I have 3 rotations. First was pretty much a dud so I'm looking to my second now, and am looking to pick up skills that will aid me in getting into ...

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Where do you all look for AM internships?

mswizle

Personally I look at my university careers website, and then google "XYZ location asset management companies by AUM", and then go down the list with the assumption that larger companies are more likely to have internships. It's not at all foolproof, because the internships on my university careers ...

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I finally found legitimate FX broker for long years of trying. GFtrade review.

Mom's touch

Like many experienced traders do, I’ve tried many Forex brokers trying to find the best fit. I’ve grown skeptical about Forex brokers, because they mostly promote bonuses and spreads that does not end up in traders’ benefit. And so I was skeptical too, when I started trading with GFtrade 5 mon...

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AMA: From Big4 Audit -> Big4 Advisory -> MBA -> AM Portfolio Manager

SReaper

Hi all, I've been a long time reader of WSO, but rarely posted anything in the last couple of years. Thought I'd change that and give back to the community helped me out in the past. So here's my story (I'll keep it short): From Eastern Europe, raised and studied there. After uni, joined Big4 au...

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PIMCO 2019 Account Summer Analyst

Stalwart

Has anyone heard back/applied for this position? The original deadline was Oct 20 and campus recruiting sent out an email saying I'd heard back no more than 4 weeks after the deadline. I just looked at the app again and it now says "early process deadline Oct 20" and "standard process deadline Nov 2...

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interview question - where would you invest your money and how does this differ from investing clients

Junglebook

Hi looking for some advice on an interview ill be having tomorrow. I have modelled an answer as below points if anyone can add/comment please ...

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Best financial engineering/ quant finance programmes in Europe

Merlo97

The only good programmes I know are Risk & Finance at Lse, Oxford MFE (the best finance programme in Europe imho) and probably the imperial one (risk management & financial engineering, even though all the people I ve seen who studied there have a quite weak profile (660-80ish gmat,not so good gpa,...

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CLO Asset Manager

Drew2017

WSO Primates, I am currently a VP at a small buy side bank located in NYC. We do some middle market lending and are a buy side firm in the broadly syndicated loan space (middle market and large corporates). I work on a small investment team, we select, underwrite, and manage the loans, sort of an a...

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What are the major private lending / credit funds in Canada?

collahola

Trying to leverage the forum's wisdom and resources to come up with a fairly complete/comprehensive mapping of the private debt/lending/credit space in Canada in terms of: - Key players - Typical deals - size, companies, industries, instruments/structure, etc - Any commentary on the history/developm...

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A good asset management software

JGere17

Can anyone suggest a good Asset Management software for SMEs? Visited SoftwareSuggest, Capterra but still confused!...

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Asset Managers/HFs in Nashville

Dirk_Diggler

Hi Guys, Currently working on the buy-side (L/S) in NYC and have recently made a few trips to Nashville. I've fallen in love with the city and wanted to get a feel for what institutions or L/S funds have a presence there. Any info would be greatly appreciated!...

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Asset Managers Needed

sinasabeti

I own a fast growing real estate brokerage and a mortgage brokerage. I'm looking to partner up with asset managers. I want you to just stay where you are and just make referrals or Help me increase the sales and earn a portion of profit. You will be in marketing position. If interested, please call...

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