Silver BananaTopic
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Thoughts on BBH Brown Brothers Harriman Hello! Anyone knows BBH? Brown Brothers Harriman? Their Private Banking is pretty good. But how about their asset management and private equity business? How is their name in this industry??? Thanks. ...
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From Credit Suisse Private Banking to Asset ManagementHello Everyone, I was originally interested in Credit Suisse's Asset management division but got offered an entry level position (internship for three months and then job offer if it goes well) in their Private Banking one. I wanted to know if there is a way to start in PB and to then transfer withi...
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BlackRock Internal RecruitingI was wondering whether anyone knows if it is possible, or the difficulty of getting an analyst position in asset management through internal job postings at BlackRock. I understand they have a feeder system for analyst positions, but is it possible if you are in a related or high touch group to the...
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Company Interview: Wetherby Asset Management - Financial Operations AssociateWhy do you want to work for this company given your credentials? Why do you want to pursue a back office role? How does this role align with your long-term goals? How would you range the following as per your preference: Money, Team, work, work-life balance, and company? What did you do as a researc...
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Company Interview: BlackRock - BlackrockWhat do you think of the current financial situation in China? What motivates you? What do you know about fixed income? What are the advantages and disadvantages to fixed income products? Give an example of when a team exercise wasn't going well and what you did about it. They also built off a lot o...
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Company Review: HSBC - HSBC Easy, back office role. No stress except during month end and year end. Asia is the growth and HSBC HK is at the centre of it.. Mediocre colleagues who leverage brand name rather than capabilities. Attempting a digital transformation but keep hiring incapable people to lead initiatives which reflect...
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Places Still RecruitingI am looking for an internship for summer 2018. Hopefully in a fixed income, risk, investment research etc role. Any recommendations on places still recruiting?...
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Company Review: JPMorgan Chase - Analyst at JP MorganWorked 3 years at JPM in the Private Banking division. Great pay for the hours worked. Worked 50-70 hours a week. Great benefits and a very clear upward structure.. 3 year analyst program with a very structured promotion process. The job is more financially rewarding relative to other industries at ...
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Career advice for PWM in IndiaHi everyone, I've recently joined one of the biggest wealth management firms in India as a relationship manager(private sector bank) and was hoping if any of the more senior folks at wso would have some advice for new joinees in this world. A bit of background about myself, I've just passed out of a...
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Company Interview: Putnam Investments - Putnam InvestmentsWhat was a time when you led a project that did not go well? Generally the questions were more focused on the stock pitch and why investment management. The final round is a group interview with the heads of each investment division so can be intimidating. Just keep your cool and explain why Putnam ...
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Company Review: UBS AG - UBS AM great cultureThe team really cares about my interest in the firm and interest in the work I am doing. Even upper level management check in to make sure I am learning along the way. The environment is collaborative.. Steep learning curve in picking up the team's investment process. Sometimes difficult to balance ...
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Difference between various positions in portfolio managementHi all, Could someone explain to me what is the difference between Associate Portfolio Manager, Financial Analyst in Portfolio Management, and Junior Quantitative Portfolio Strategist? I saw these roles being offered at a top MFE program. I thought at the entry level you could only get a job as a ...
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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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Fork in the Road: Getting to Research on the Buy SideHi Guys, I'm at somewhat of a crossroads here. I recently graduated from a non-target, and took CFA L1 in December (still waiting to hear). Anyway, I'm working at a firm doing consulting/outsourced research for hedge funds (it's primarily qualitative due diligence work). I've networked my way into ...
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Investment Management Goldman Sachs vs Big 4 ConsultingAlright I am probably going to get a ton of heat for this post but I am really torn as to what I want to pursue. Currently I have received offers to do an investment management summer internship with Goldman Sachs as well as Management Consulting with PwC. I suspect that the investment management of...
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What roles can I get with a CFAHello, I have interests in Asset Management and have been thinking about pursuing a CFA designation. I have researched the types of roles CFA's typically have i.e research analysts, Buy-sell/side etc.. yet I would appreciate if a CFA holder would provide some perspective on how the CFA has suppleme...
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Company Review: The Vanguard Group - Working at VanguardGreat benefits, great exposure to the financial industry and development of client relationship management skills. Constant calls, small amount of time to step away from calls and regather yourself, food options are expensive (but good)...
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Company Interview: T. Rowe Price - Summer Investment AnalystFirst round was somewhat surprising - video interview asking what you would do if given a free weekend to do whatever you would like to. All fairly straightforward. Know CV and experiences, Know why the company, why asset management, be able to speak about previous experiences in teams and as a lea...
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Job title of credit analyst in an asset management firmi have an internship in an asset management firm that has a fund that invest in bonds (high yield). the manager told me i will be a "credit analyst" : working on financial modelling and analyzing issuers of bonds, giving opinions on to buy/sell/hold, updating news, doing bonds valuation etc.... But ...
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UBS GTP ASSET MANAGEMENT REPUTATION/SALARYHi guys, Wanted to know if there was any info on the reputation of UBS' AM arm? I understand its gotten a lot of heat for its IBD (which seems to be the most popular topic of discussion on this forum), but what about its AM? As for the Graduate Trainee Program, any thoughts? Salary/Bonus? Any in...
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Company Review: RBC Royal Bank of Canada - RBC Rotational ProgramGood work life balance and Good company to work for. Friendly culture, collaborative and not toxic. . Pay could be higher. The ability to move across geographies as part of the program can sometimes be troublesome....
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Company Review: Neuberger Berman - Overall good company with experienced and smart colleaguesCollaborative. Good work life balance. Good benefit. Smart and experienced colleague to work with and willing to share.. Limit on upside. Less impressive in terms of innovation and new R&D. Outdated infrastructure and platform support....
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J.P. Morgan Global Wealth Management Summer Analyst Program Phone Interview?So I have a phone interview coming up with two guys from JPM Wealth Management and was hoping someone here has gone through the process before. I'm expecting mostly behavioral but what kinds of questions should I expect?...
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Fork in the road: Career path in Asset ManagementIn 2018 I have to make a pretty serious decision, which will determine the direction of my career. Currently, I have three real possibilities: 1. Consultant Relations for a mutual fund. 2. Institutional Equity Sales 3. Inheriting a decent sized book in wealth management at a BB I work at the BB ...
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Morgan Stanley wealth management analystHello everyone, longtime lurker recently starting posting. I have an interview coming up in a month or so for the position of a summer wealth management analyst intern with Morgan Stanley. I interned last summer with them at a different office doing private wealth management, which i learned a litt...
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Company Review: Goldman Sachs - GS Summer Internship ACRelaxed Assessment Centre Only one brainteaser Did not feel grilled-one quant interviewer, other interviewers were EDs in client facing roles 3x Min back to back interviews. Two weeks to get feedback, this was frustrating. All other aspects were enjoyable and as relaxed as an assessment centre can ...
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2018 JP Morgan Wealth Management Sophomore CohortHey all, I just heard that I have a superday for the JP sophomore wealth management program next Friday. I have a couple of different questions for you all. Any tips for getting ready for this interview/anyone gone through it already? and Has anyone gone through the internship in the past/what...
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Company Review: Raymond James Financial Inc. - Bottom of the Totem Pole Smaller firm. Down to earth employees and management. Easy to network/grow internally. With a simple email you can set up a 15-30 minute meeting with most big shots excluding the C-Series. Tom James still walks around and socializes with anyone and everyone. . Pay is quite low for the industry. The ...
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AM roles that have good work life balanceHi, I am pursuing a career in AM i.e CFA designation etc. but am not a fan of working 60+ hours a week. What roles give a good work life balance?...
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Any opinions on PNC Asset Management Group?[Link](https://www.pnc.com/en/about-pnc/careers/students/development-programs/amg-dev-prog.html) Here is a link to the details on the program. Has anyone heard anything about this program and if it is a good opportunity to take to enter the Asset Management field? Any info about hours, comp, culture...
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Goldman Sachs IMD - Private Wealth Markets coverageHi guys, does anyone know what the Investment Management Private Wealth Markets coverage group does at Goldman and what do you think of it? Thank you!!...
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Goldman Sachs Hirevue IMDHey guys, was just wondering if anyone else got a hirevue interview invite for IMD and if they could share their experience. Also, some people are saying that the hirevue invitations were a mistake. Any thoughts?...
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Graduate programs to develop quantitative background in preparation for PhD in Finance?Hi! I have a B.A. background in finance and economics. Looking to enter a PhD program for Finance but most reputable programs require a strong quant background. The extent of my math background is Calc I and Econometrics, earning high marks in both courses. At the time, I was more interested in lear...
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Seeking advice - phd from risk to AMHi everyone, I am a newbie to this forum. I got my phd (corporate finance) three years ago and currently am working for a big4 advisory service assisting banks on model validation/development based on regulatory requirement (e.g. CCAR, Basel). After three years I already lost interest on my curren...
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Company Review: Dimensional Fund Advisors - Decent place to workGreat culture, easy work hours, great vacation and benefits, low stress environment and nice, intelligent people. Low career growth, opaque comp and promotion structure, no access to senior management, boring office life...
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BlackRock PAG 2017 SuperdayStarting a thread for the 2017 PAG super day in NYC. Has anyone heard back from the 11/7 11/8 superdays yet? Know that there were a couple ones in October as well, did anyone hear back with offers or rejections? HR told us the decisions should come out within a week or two....
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What exactly is this job? Does it lead to portfolio management?Hi, I have been exploring roles in the buy side. I kind of wanted to know what the following role is about... This is not a typical equity research nor is it typical FI research, so what exactly is this role about? I am curious because it actually seems interesting and up my alley but I don't know i...
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Seeking Advice - Middle Office next stepHello, I am seeking some advice on my next step. I am a "Portfolio Analyst" on structured products in MO at a very well known asset manager. The work is focused on reporting, making sure hypothetical trades are within compliance, helping answer non-glamourous investor inquiries - in essence not ver...
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Asset Management Los AngelesI'm working for a boutique investment management shop and I want to relocate to a firm in LA in the near future. I have some questions for those of you that work in IM in the LA area. Which firm do you work for? When does hiring pick up? I imagine that this might be based on when bonuses are paid ...
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Company Review: Rabobank Group - Investment Analyst Chill work. Travel to big fund companies. Networking with other firms. The firm has several with CFA Charterholders who offered me advice.. Low pay. Repetitive. Eventually it just becomes the same thing...about nine months into the job it begins to get dull...
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Company Review: Piper Jaffray - Growing company with opportunitiesStrong culture, strong brand, work life balance is great, competitive benefits, dynamic workplace . Some divisions (acquisitions) are not as well integrated into the company and satellite offices have limited connectivity with others...
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Company Review: JPMorgan Chase - JPM PB InternshipGreat company with great leadership. Fun internship experience - events, networking across divisions, top notch.. Low FT return rates. Very political. Hard to get real feedback atleast in my group. Facetime culture....
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Company Review: Bank of America Merrill Lynch - BAML PWW InternshipThe company had a really nice office in a great location. The people were very nice and helpful. Not stressful whatsoever. . The work there was extremely boring. It was a sales job therefore interns were not given much responsibility....
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Private Banking - CFA or MBA?Hey all As the title suggests, I was wondering which qualification would help me in private banking? I assume the CFA would help if I lean towards the investments side of PB and MBA for a more client-facing role? I've seen mixed comments about this subject and would appreciate any advice you lot m...
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Company Review: UBS Private Wealth Management - WM InternBeginner role. Great experience But only because my FA genuinely cared about my education. Never had to get food for anyone. . Unguided program so not as much finance work as I'd have liked. Networked my way in, not something that everyone will be as lucky with....
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How to Prepare for BB Superday Wealth ManagementHi, I received a Superday in wealth management from a BB bank. How should I study for this interview? I am a clean slate and know nothing about wealth management. Thank you....
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Company Review: Prudential - Investment analystThe pros in the happiness from the job is the low hours worked compared to other jobs in the same industry.. The cons or sadness is the lower pay than usual that could be expected in other industries or in other roles....
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Pay as junior employee at Fixed Income Asset Management?Can anyone share some insight as to what the pay would be for a new grad doing fixed income at places like PIMCO, T-Rowe, Blackrock, Capital Group, Fidelity, Pgim, Wellington, etc...? I've looked through the data on wso and reached out to some new grads and the compensation seems to be hovering at ...
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Company Review: HIG Capital - AssociateWork with a lot of smart people in with diverse backgrounds. Generalist aspect is nice and you get to look at a lot of deals. . Pay isn't great. If you want to learn, it's up to you, not a lot of guidance or training. Not really a bad thing, but job is what you make it. ...
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Company Review: Bank of America Merrill Lynch - Global Wealth and Investment Management InternVery close group of advisers that made me feel like part of the company. Interesting work (varies depending on FA).. Slow paced, not as exciting as I thought it would be. Often times doing grunt work, but that is expected as an intern...
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Seeking insights from interns/professionalsI am a second-year applied economics student at a target school in Canada. I have an opportunity to work for an SVP within a large asset management firm this summer; essentially he runs his own wealth management business through the bank and has around AUM around $350M. Tomorrow, I will have lunch ...
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Advice on picking the best opportunities in AM - Internships (UK) As the Question / Title says, AM and essentially how to begin your career (IN THE UK) - Couldn't find a related thread on here. [a bit about me: 2nd Year UK target, 3 spring weeks in Professional Services (Pending), AM (non-convertible) and a Tech Firm (converted). Gunning for SA AM internships thi...
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Cover letter needed for BB PWM application?Applying for a BB PWM internship and got to the section where I can upload any document I feel necessasry. Was wondering if it is necessary for me to upload a cover letter since I know it probably won't be read anyway. However I am leaning towards writing one just in case. What do you guys think?...
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Company Review: Goldman Sachs - GS PWM ReviewExcellent client exposure, long leash to run with projects and take the lead, valuable input into projects. low level of appreciation from team leaders, repetitive work, low ceiling for upward movement on teams...
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Blackrock Hirevue interviewHey all, I was wondering if you guys can add some color to this video interview through hirevue? I haven't done a video interview and I would like to know how you all prepared for it. If you guys done the video interview through BlackRock-any advice would help! ...
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Company Review: Nuveen Investments - First Year Investment AnalystVery good benefits, great PTO structure, paternity/maternity leave, volunteer hours, bereavement etc.. Nuveen/TIAA management is not focused or clear. TIAA management seems to think they have a strategy for Nuveen, but most employees roll their eyes when they speak as they either don't have a clue o...
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Goldman Conversion Rate (GSAM)Hi everyone! I know that Goldman typically has a low return offer rate of around 50% for IBD, but does this hold true for all of its other divisions as well? Does anyone have any information about conversion rates for its asset management division? ...
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Company Interview: JPMorgan Chase - Internship: JPM Global Wealth ManagementI was asked to describe the concept of asset allocation to a 5 year old. This was challenging because it was not expected and fairly difficult to do when delving into the various external factors of the financial markets. I was not sure how to approach the question and what they were specifically lo...
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Company Interview: Liberty Mutual Insurance - Technology InternI was asked to explain a time when I used a specific technology on a project. I was specifically interested in software development role so they followed up with specific questions about the technology I was using. I had to explain how the technology worked and how I used it in the context of the pr...
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2nd year Corporate analyst seeking career advice Hi all, I am coming to the end of a 2 year rotation program at JPMC(corporate financial analysis and program management) and I’m seeking a career in Asset Management/research. I would really appreciate if those with a Cfa and/or M.B.A. share this career perspective on how it has supplemented thei...
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PE/Asset Management Out of undergrad ----------------------------------------------------------------------------------------------------...
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Company Review: Morgan Stanley - MS PWM InternshipGreat 1 on 1 experience with senior personnel in wealth advisors in the office. All in all great internship. Internship program is less structured than it would be in the New York office and so interns need to be proactive in getting work. ...
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