Silver BananaTopicReplies
The Vanguard Group - Review - Equity Capital Markets- Great People - Good work life balance. - Challenging work. - Philadelphia is a great city to be in. . - Things are sometimes slow. - Can be relatively quiet. - There are a lot of people at this firm so getting recognized could be difficult. ...
JPMorgan Chase - Interview - Wealth Management"What is your view on Asia at the moment?", "Are you prepared to get new clients as a banker analyst?", "What is something negative that people think about you when they meet you?", "Why have we not met you sooner?", "How would you advise me to invest 10MM?", "Where do you see the markets going in t...
US Trust - Review - Investment ManagementIt was a friendly work environment to work in. There was a very inclusive environment for inexperienced employees.. There was no growth within the company. The training provided on the job was less financial and more administrative. ...
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Internal Wholesaler - Day in the lifeHey Guys, First time writing on here, but I was hoping any internal wholesalers out there would enlighten me on what your days are like. I'm in the interviewing process and was hoping to get a better understanding of what the day to day process is like. Thanks in advance...
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BlackRock Sales Support AnalystDoes anyone have experience/insight regarding the Sales Support Analyst role with BlackRock? Career progression, exit ops, or any other relevant info would be much appreciated....
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UBS Private Wealth Management - Review - Private Wealth ManagementGreat work environment. Great work-life balance that allows individuals to fully focus on work while at work. Low pay that harms the reputation of the internship. Each con depends on the team they are working under but most teams in the beverly hills office were great....
Merrill Lynch Wealth Managment - Review - Wealth Management- Great Capital Market exposure - Full over of asset allocation models for large client portfolios - Learned various trading strategies . - Full time position is extremely sell heavy - Merrill Asset allocation generic model could use great improvement - Want new hires to bring family tree money into...
CACEIS - Interview - Financial ServicesWhile this was mostly a back-office / database administration, they also asked technical questions such as: Derivatives: 1) what would be the maximum potential loss you could endure if you were to sell a call option? 2) what is the difference between a future and a forward? Fixed Income: 3) do you...
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JPM Asset Management Coding Lessons RequirementThe FT (and WSJ) reported that all 300 incoming AM analysts have gone through mandatory coding training. Has anyone been involved in this or know what specifically was involved? I'm curious if there were specific use cases they focused on. https://www.ft.com/content/4c17d6ce-c8b2-11e8-ba8f-ee390...
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Advisors Asset Management Does anyone have any color on Advisors Asset Management? I looked around and wasn’t able to find anything out on WSO....
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Investec Asset Management - Review - InvestmentsCompany has a good open door culture and a flat working structure where there is no hierarchy is encouraged.. . There are no formal training programs which makes development harder. Seniors are also very old fashioned and stuck in their ways ...
Pacific Investment Management Company PIMCO - Review - Portfolio Management* Company has great reputation in industry * Smart co workers to learn from * Great infrastructure and global reach . * Very hierarchical * No clear path for career progress, people have to switch to competitors to get ahead * High turnover due to the former point ...
Stifel Nicolaus and Company, Inc - Review - Wealth ManagementVery good people, amazing culture, very good projects, and experience, I was very satisfied with how applicable the work I was doing to helping clients. Not the industry I wanted to go into, wealth management was a little bit too individualized. I was working with one financial advisor....
US Trust - Review - Private Wealth ManagementAutonomy, flexible hours, 2 weeks paid sick days. Dynamic work and somewhat relaxed atmosphere. Helpful colleagues. . Lack of training on all of the different systems we need to know in order to do our job. YE bonus is from a pool at the managers discretion. ...
Merrill Lynch Wealth Managment - Review - Wealth ManagementGood Pay, Good Hours, Got to work with a great group of people, Relaxed environment, Easy going superiors. Not a great learning experience, Full time prospects are very weak, A lot of work was not relevant to the actually full time position....
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Caculate a total return index from Libor indicesHi everyone, I am looking to recreate a total return index for Libor rates (1 month and 3 month) similar to the ones in Bloomberg as they were discontinued after June 2018. I tried something very simple such as Daily Return on Libor 1 month * (30/360) to get an approximation but my result is very f...
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Multi-family office exit opportunities.I’m finishing up interviews for an associate position at a multi-family office for high-net worth individuals and businesses. I was wondering what type of exit opportunities I would have. The role would be related to investment research (including modeling), buying/selling assets (equities, bonds...
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Bank of New York Mellon - Review - Private Wealth ManagementGood work life balance, flexibility to take on projects you’re interested in, management is laid back. . Bad company culture, old bank, good old boys club, lack of movement opportunities in different groups. ...
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Barings Intern and Full time OfferI have a super day with Barings coming up, but also a few other options. I was wondering what an average undergrad intern makes at Barings and then what that full-time offer would look like(salary + bonus) out of college....
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Barings, Private Equity and Alternative Investments 2019 SAHello monkeys, I haven't seen any information on Barings Asset Management. I have a superday with them and only know the basics from alumni and their website. Does anyone have any insights or thoughts on the firm as a whole?...
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PNC Financial Services - Interview - Wealth ManagementMost difficult interview questions focused on client judgement situations. The rest were all behavioral with some softball technical questions (i.e. how does a bank make money, how do asset managers make money, etc). Phone screening was basically walk me through your resume and then what is somethin...
Allianz - Review - StrategyFriendly colleagues and relaxed environment. Flexible working hours and good (subsidized) restaurant.. Internal processes and bureaucracy could be improved. The IT is quite old and should really be updated....
Thomson Reuters - Review - GeneralistI had the chance to be client facing at a young age, and have access to all different lines of financial services we provided products too.. There was little structure to the internship program, and I wish I had more access to fellow interns....
BlackRock - Review - Equity ResearchGreat people- understanding managers and co-workers Good salary- decent bonus, with plenty of room to grow. A bit slow to work in sometimes Too many emails like dealing with ridiculous compliance requests and marketing...
Antares Capital Corporation - Interview - GeneralistNone: many were behavioral questions. Weren't that difficult to answer. Tell me a time when you had to resolve a conflict. Know how to pronounce Antares correctly. Why Antares? Do you know what we do? Tell me more about your experience. Can you walk me through a time where you had to learn som...
The Vanguard Group - Review - Investment Researchgreat people to work with awesome place to learn and start out the company really values your own personal development and wants you to grow in whatever way possible. can seem a little bureaucratic at times they should definitely pay a little more than they do again the campus isnt exactly in a ci...
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question about how to break into AMJust finished my undergrad. Currently working in DCM in HK, main work is execution and credit advisory which prepare presentation materials and financial model for companies wishing to get a rating for their bond. I have passed CFA level 1 and both part of FRM. My goal is become an equity portfolio ...
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Desjardins - Review - Capital MarketsLots of projects to work on, lots of room for growth, get to work on projects you enjoy, quantitative and risk management. Pay is not good enough, though this is the norm in Montreal as an intern, usually double the rate......
Ameriprise Financial - Interview - Asset Managementthere wasn't one difficult question - I had discussions on comapnies and industries with the PM's which were hard to keep up. We discussed energy companies and they asked my perspective of how IMO 2020 is impacting the shipping industry, logistic companies and refineries - who are expected to benefi...
Baring Asset Management - Review - N/AGreat culture. Everyone was very pleasant, patient with new hires, and willing to help with whatever was needed.. Not many negatives. Things could be slow at times but people were willing to get you involved with projects....
Credit Suisse - Review - Private Wealth ManagementStrong brand with a vast majority of experience to be grained in the front office. Great learning experience . A “private school privilege” culture which isn’t welcoming for non target school hires. Some elements of politics based on this....
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EB-1A - Immigration QuestionDoes anyone have got EB-1A approvals in asset management/IB industry with senior roles and high salary ?...
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Brookfield Asset Management - Review - GeneralistGreat place to intern in New York City. Culture and people in the company are genuine and passionate about helping you succeed. . I have no cons with this internship or company. I had a great experience and would recommend to anyone who is interested. ...
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AMA: Emerging markets investment analystIn the spirit of the holidays, I thought I would host a AMA for anybody interested in the life of a buy side analyst that works on an emerging markets fund. I also occasionally contribute ideas to our international developed market funds, but I do not work on any U.S. companies. Brief background: ...
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Bloomberg - Interview - N/ACase is hard to non-business student. It is a M&A case. Asked us to say why the firm should not acquire another firm. Given a piece of paper full of information. had 10 minute to read it individually and then talk with partners and then 3 minutes to present. Information is a lot and hard to organize...
RBC Wealth Management - Review - N/AI got paid as a freshman with no work experience so that was good, and the staff were not mean in any way.. I just cold called all day didnt have much real purpose as that is hard to do in PWM as an intern in my opinion....
Merrill Lynch Wealth Managment - Review - Wealth ManagementGood work environment, relaxed, good learning experience, ........................................... Not always enough work to do. Sometimes had to sit around to wait for assignments......................
Dodge & Cox - Review - Investment ManagementGreat work culture and pay. The program is really well put together and a great place to start if you're a freshman or sophomore.. A bit slow at times. The company is very conservative in nature which makes for a relaxed environment but sometimes too relaxed....
OMERS - Review - Capital MarketsThe company has a really great culture, and offers tremendous learning opportunities for analyst interns.. Sadly, a lot of full-time roles require previous experiences on the sell-side but there's new rotational program that hire students out of undergrad....
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ICONIQ CapitalHey 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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Morningstar - Review - InvestmentsCulture. Great work environment and people who are patient to teach you and help you succeed. Lots of data and information to learn.. Comp can be a bit disappointing. Particularly when you feel like a top performer and are a young high potential candidate....
BlackRock - Review - Risk Management- Great Company to work for - Approachable management - Decent Working hours - Great Culture - Diversity of talents . - Long time to Senior level higher than the average industry - Salary below average - Less Diversity in investment roles ...
Prudential - Interview - Fixed IncomeInterview was mostly technical questions relating to fixed income and credit research. Hardest question was: "Company X recently announced a merger with company Y, can you describe both qualitatively and quantitatively how the merger will affect the credit worthiness of each company" If I give you ...
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BlackRock PAG - or IB at bulge bracket? 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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Goldman Sachs - Review - Private Wealth ManagementIt was a good experience during the spring and I built a good rapport with my team and interviewers . It was a good experience during the spring and I built a good rapport with my team and interviewers ...
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Career Path Question - Good path to work for a FoF/Endowment to get into later AM roles post MBA?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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JPMorgan Chase - Review - Asset ManagementGreat Company and Culture. Smart People Great CEO People take pride in their jobs Ton of stuff to learn. No pay increase or title jump for internal mobility opportunities, which is silly to encourage internal mobilities...
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What happens after application submission for BlackRockHi 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?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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BNY Mellon - Review - Investment ManagementGreat people and an excellent environment. Get to work on very interesting projects and learn a lot daily. There are no cons other than maybe living in london where the it is cold and it is always so busy everywhere...
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Regulatory Reporting BuysideCan 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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Prudential - Interview - Investments1) What is polymorphism? (programming question) 2) Name two types of data structures, describe how they work and when you would use each type. (programming) (Note that I was asked programming questions because my resume stated that I have a background in programming) 3) I have a bond and in the firs...
Morningstar - Review - GeneralistThey allow technically as many PTO as you want, so long as your manager signs off it. Easy access to many Wall Street analysts to pick their brains. Because the turnover is so high, if you network right, you may have referrals in other, more prestigious companies.. No vertical movement in career. It...
Pacific Investment Management Company PIMCO - Review - Quantitative ResearchPros of working in this company is beautiful office environment, and nice community to live in in Cali. . Cons are the cafe in the company's building is disappointing. Long hours and stressful environment here....
BNY Mellon - Review - N/AVery flexible hours. Culture is very welcoming and friendly - everyone is very accommodating and will go out of their way to help and teach you.. Low pay (definitely below the street), not much work really set for you throughout the internship - really have to go out your way to find work and make a...
Prudential - Review - Debt Capital MarketsPeople oriented company that wants to help you grow as a individual. A ton of flexibility to move from business line to business line after being in a position for a year.. Non exciting position without much room to grow. Back end position that shouldn't require ton of skill or college education. ...
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GSAM Americas client business 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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BlackRock - Interview - GeneralistWhy are you pursuing BlackRock for a client advisory role instead of going for an Investment Banking role at a different bank? Most of the questions were behavioral -- those that were with the analysts and associates. With the MD's, questions were more fit based, and also an addition of technical q...
PNC Financial Services - Interview - Wealth ManagementWas a very standard asset management interview. Questions included: How do you keep up with financial news/markets? What would you do in a situation if a client you were advising wanted to invest in something really risky? What would you do in a situation where you really needed information from som...
BlackRock - Review - Equity Capital MarketsGreat culture, people, and strong retention of talent. They really care about your lifestyle and let you come in and go out when you wish.. It's an expensive city and no assistance was given for housing or the like. Interns were very competitive which made things less interesting....
Other - Review - N/AWorking at Mangham Associates is definitely one of the most worthwhile experience I had. The employees were very nice and helpful and willing to explain what you do not understand.. I would say the pay is a little below expectation, and that I had hoped to delve more into the core business....

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