 | Trending Content (see all) | Replies |
|---|---|---|
| +40 | 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... | 76 |
| +40 | 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... | 34 |
| +34 | 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... | 18 |
| All Pods | ||
| All Events | ||
| Recently Active Topics | Replies |
| - | ||
| +1 | October Commentary nok15105 Old Hill's October Commentary: Point-of-Sale Lending: A New Frontier for Alternative Credit? https://oldhill.com/news/old-hills-october-commentary-point-of-sale-lending-a-new-frontier-for-alternative-credit... | 1 |
| +1 | Differences between sell-side and buyside equity research for an asset manager? darthStrader What are the differences in work/life balance, prestige, pay, and career progression between sell-side and buyside? It seems that AM is much more desirable at the likes of T. Rowe, Fido, Wellington than at an AM arm of a BB - why is this?... | 1 |
| - | ||
| - | ||
| 0 | How to break into Asset Management? Giants123 How do you get a job at a Wall Street firm in asset management? Or at an asset management firm? How do you become a portfolio manager? Does an internship at a hedge fund help? If anyone has any advice, please share, as it would help me and anyone considering a career in asset management. ... | 2 |
| +1 | AM/BlackRock Summer Intern tacofella Hi all, I recently accepted an offer with BlackRock for their Investment Group - Fixed Income but not quite sure if this is a good starting place. I'm willing to work overtime (OT) but not like IB (80+hrs/week) this is crazy for me. I love fitness a lot (solid 5/7 days work out) and spend time for m... | 1 |
| +1 | Merrill Training Costs ( FADP )? ultran00b Hi everyone, I'm new to the forum. I went through a series of interviews, and received a verbal confirmation that I am accepted into the FADP program. I'm waiting on the written letter. However, I recently found out that Merrill may seek reimbursement for training costs. I have NO intention of jump... | 1 |
| - | ||
| - | ||
| +1 | Example of Fund Manager Research report jasp7700 Hi, this is my first time posting on the forum. I'm looking to break into an entry level role in fund manager research / due diligence. To help stand out in the application process I'd like to write a few fund manager research reports to show I'm capable of producing quality work. I've looked ... | 1 |
| +1 | Switch from Real estate background to Asset management alpha07 Hi all, I come from a real estate sales background currently specializing in US & Brazil markets. I'm also a CFA level 2 candidate and would like to move into asset management field. I would really appreciate your help & advice.... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | PIMCO 2019 westernposung Does anyone know how PIMCO's 2019 recruiting is going? Did anyone receive an offer or interview for any role?... | 1 |
| - | ||
| - | ||
| +1 | Help me decide: Breaking into AM Short_the_vicks This is my first post so bear with me. I am from a big 10 school, have had 2 F500 internships and a 3.5+ gpa. I am looking for advice on what opportunity to pursue this summer. My goal is to break into asset management as a portfolio analyst/performance analyst/fund accountant or similar. My opp... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | Building analyst track record dyjokoniak Anyone used a service such as seeking alpha / tip ranks / stockfuse to build an analyst track record? As we all know the industry becomes more competitive every day so need to try and get any advantage possible.... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | Working with FA Friend apemonkey I started working with a friend who is a broker/FA at a 'chopshop' and has 10M under management, makes 500k a year from it after splitting with his partner who manages the trading side. I get him leads and any opened accounts we split 33/33/33, me him and partner, so far 8months in I make next to ze... | 2 |
| - | ||
| - | ||
| - | ||
| +1 | Help deciding on summer offers for IM throwawayjobadvice Have an offer at Fred Alger currently outstanding. Will hear back from BAML ER pretty soon, and I'm fairly positive on that. My current dilemma is that I've also had good talks with people at PIMCO and Harris Associates, and they like me, but none have started interviewing yet. My offer expires soo... | 1 |
| +1 | How to explain GPA Drop After Accepting Offer wacokid Hey all! Quick question regarding GPA situations. I applied for an internship at a BB that has a 3.2 cutoff with a 3.3 (which is true and my transcript will back this up). I got the offer and signed last week (GPA came up in the interview but they didn't seem to care too much and I really hit it off... | 3 |
| +1 | PIMCO Superday -Results qwertyuiopoi123 Hi Did anyone hear back from PIMCO 2019 portfolio analyst internship Superday or interviewed with PIMCO this week?... | 1 |
| +1 | Canceling Out the Noise nok15105 Is noise a good thing? Is it a bad thing? Can the "noise", or volatility of the markets, be a good thing for investors? Find out in the article below by Old Hill Asset Management. https://oldhill.com/news/canceling-out-the-noise... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | Jane Street vs. Investment Role in Insurance Company Trading4Hours I am a student from a top University (think HYPS) with a STEM degree and I interned in the Sales and Trading department of a top BB last summer (sophomore summer). I have a good relationship with the people I interned with and, while I will not be interning with them again this summer, I have an und... | 1 |
| +1 | Fixed Income Research Salary pudge1058-. Recently started a job in fixed income research. I was curious how the salary for that field generally progresses as you work longer in the field. Specifically with asset managers with 50-100bn AUM.... | 2 |
| +1 | Junior Broker to Asset Management, I Need Advice juniorbroker I used to browse WSO all the time in college, so I figured I'd come back here for some advice. Let me explain my situation: I've been out of school for ~ 1 year. I graduated with a B.S. in Economics from a state school. ~3.5 GPA. I didn't find out about the 'ideal' financial careers until my junior... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | Landed Internship with MS Anonymous Monkey I come from a non-target and I come from a non-target. My story is interesting and different from the average undergraduate student's, but I just wanted other people from non-targets to know they can make it into the industry too. I constantly see threads from kids freaking out and trust me I was do... | 4 |
| - | ||
| +4 | Goldman Sachs PWM chicandtoughness Just got an email out of the blue asking if I wanted to interview for a PWM position on Dallas (not quite equities, but...) Couple of questions: 1. How has Goldman's PWM business grown lately? A lot of the "rank these firms!" threads I've dug up via search tell me conflicting things. 2007-era threa... | 59 |
| +1 | How is Goldman Sachs PWM Group better than MS, JPM's, etc? chatsnap Is there any difference at all between the private wealth management groups in the bulge bracket firms?... | 20 |
| - | ||
| +2 | Asset Management in Canada OffsideNewside Hi Monkeys, Can someone enlighten me on how to break into AM in Canada, the salary and how the promotion process to PM is? More so in mutual funds in Canadian banks, or well-established investment management firms like Fidelity and CI. Thanks... | 6 |
| +1 | Boston as a ExPat FRV Hi guys, I might need to move to Boston due to a disease that my 6 month old has (still no confirmed diagnosis). I am from Latam, and was wondering if anyone had been in the same situation, looking for a job near the Boston area as a non-english native. I have +7 years in WM (product development esp... | 2 |
| - | ||
| +1 | Wealth Management Internship Day in The Life kanye2020 This summer I'll be working at a BB as a private wealth management intern in Chicago. I'm curious about what a typical day will look like (hours, work load/content, etc.) Plan on reaching out to those that interviewed me before the summer starts, but would appreciate any insight from people within t... | 1 |
| - | ||
| +1 | How can I check what PMs have 'skin in the game'? quartermile Hi WSO, Is there a database or any easy way I can see if a fund manager has invested in their own fund? I heard that morningstar released this kind of report, but I can't find the full list anywhere. Any pointers are much appreciated.... | 5 |
| +1 | Where does Janus Henderson fit among the asset managers? darthStrader Not much on Janus here. What are the firms' peers? Reputation, exit ops, lifestyle? Any particular niche they specialize in?... | 3 |
| - | ||
| - | ||
| +1 | Waiting on my written offer after verbal, worried Oakmont Hey guys, so everyone on this site has been super helpful in terms of advice and helping me succeed in the interview process. Right now I’ve been waiting on my official offer letter for nearly a month since the verbal (Intern). This is for a BB. I’ve been in a good contact with the team I’ll b... | 1 |
| +6 | Yes or No? nok15105 Hey guys, I had an interview this last week with a local AM shop about an internship for next summer, and they told me to come back and meet with the CEO. Does this mean I have a pretty good chance of getting an internship? Sorry if this seems like a dumb question, I am kinda new at this and don't ... | 17 |
| +1 | data scientists and pm t4s So let's say there is a team responsible for managing investment funds, and that team consists of portfolio managers and data scientists. How would the relation between the pm's and data scientists be. Do the data scientists have a say in the investment process (and therefore are possibly up for pro... | 1 |
| - | ||
| - | ||
| - | ||
| - | ||
| - | ||
| +1 | Wealth Credit Risk? aerodye Hi All, I'm on a rotational scheme within risk and I'm considering gunning for a position within Wealth Credit Risk as one of said rotations. Would this be a good choice if my long term goal is to get into portfolio/asset management, or would it instead be better to go for more traditional credit... | 1 |
| - | ||
| - | ||
| - | ||
| +3 | Wealth Management Recruiting Season? Morgan-Smith I’ve been lurking on this forum for awhile and noticed that there’s been a lack of major superdays for wealth management discussed, while most other positions like audit or financial analyst are already done thier recruiting seasons. I’ve applied for wealth management basically at every major ... | 9 |
| - | ||
| - | ||
| - | ||
| +10 | JPMorgan Chase SA 2019 Wealth Management Intern BDWK It doesn't seem like there's a thread for this but I just got the HireVue for the WM 2019 internship. I'm curious if anyone else did as well and whether or not the questions will be the same as they are for the IBD HireVue. Best of luck to everyone in the running!... | 157 |
| - | ||
| - | ||
| - | ||
| +1 | Noticed a lack of discussion on them but thoughts on Fred Alger? lakebeachadvisors General thoughts/ reputation. I know their performance is good, equity growth focused, but not much else. Thanks,... | 1 |
| +1 | Baird On-Site Interview Tips TheOfficialMachine Hey everyone, I had a phone interview with Baird this week for a Private Wealth Management internship and heard back in less than 24 hours about an on-site interview. Any tips? Questions I should be expecting?... | 2 |
| - | ||
| +4 | First Job-Offer: Looking For Advice BigTenFootballPlayer What's up everyone? I haven't really posted on this site, but have utilized it significantly over the years as I tried to decide which career path to follow. I have wanted to go into Investment Banking since I was a Sophomore, but came from a Non-Target school which limited me greatly. It was still ... | 6 |
| - | ||
| +1 | Question about M&A and LBO fomo120 Hi all, I have a question about M&A and LBO modeling. I'm a recent grad and am interested in research/analyst positions where I use financial modeling to make projections on stock valuations. Now, since I am interested in such positions in wealth management/investment management firms, and NOT Inv... | 1 |
| - | ||
| +1 | Monetary and fiscal policies historical info in US and UK/Please helps sharehunter I am studying about monetary and fiscal policies in US and UK. So I try to find the historical change in these policies with expected info from 1900 but I still can’t find out (I see the FED fund rate in Bloomberg terminal but it only has from 1954). Please kindly guide me where I can find these... | 4 |
| - |