Silver BananaTopicReplies
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SG Capital Partners - Asset Management Summer Analyst InterviewHave 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 EventOn-campus event with Invesco Perpetual next month ... anyone know anything about them or their investing thesis?...
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BNY Mellon - Interview - Wealth ManagementCurrently still interviewing.. ...
NISA Investment Advisors - Interview - Fixed IncomeThey asked me about my options trading experience, what my favorite strategies were. Being in college most kids would not be too familiar with options besides the basics of calls puts buying and selling. It was very unexpected considering that option trading strategies are such a niche thing. They a...
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Certifications for Fixed Income prosHello there, What are some certifications for those working in fixed income? i.e CFA Thanks, Betseat...
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JP Morgan Securities - Review - Generalistteam oriented culture, empowered individuals, ample networking opportunities, great opportunities for career growth, . long hours, lack of communication across groups, beuracracy, lots of travel for senior members so less facetime...
Bank of America Merrill Lynch - Review - Private Wealth ManagementGreat work-life balance Great benefits and PTO Culture is worthwhile as there are lots of opportunities to volunteer and it is highly encouraged. Work can be a drone at times - PWM/AI arm is way behind rest of bank in terms of technology so there is a lot of playing catch up. Pay is OK for the area...
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How does AM/IM recruiting work at a top MBA?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 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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Moodys Corporation - Interview - Analytics1. Construct an NPV formula using 2 vectors and show me your thought process. 2. What is an appropriate IRR return range and valuation multiple of the software industry? 3. You realized a mistake in the presentation that your boss prepared and you were the only one about to give presentation to th...
bcIMC - Review - Credit- High responsibility with very flat structure in specific group - Good upwards mobility, although this is not firm wide . - Victoria is small city and boring. Big sacrifice as a young person to live here. - Relatively low pay. Esp. in context of city....
Charles Schwab - Review - Private Wealth Management- Friendly Environment - There are lots of networking events to attend - You learn a lot from the senior Advisors. - Task was repetitive - You have to attend lots of webinars - Seniors are often to busy to work with you...
Mercer - Review - GeneralistGood learning and support; diverse and inclusive culture; good work and life balance; ongoing support . slow career progression; less competitive salary rate than industry average; still white men doniminaed in senior positions ...
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Timeline to become a Sports/Entertainment Division PMGoodmorning, 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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Ameriprise Financial - Review - Financial Planning and AnalysisVery friendly people combined with a laid back culture and good work life balance. You make your own hours.. very unstructured, and as an intern you aren't paid very well. Not the best office location but also not the worst....
Merrill Lynch Wealth Managment - Review - InvestmentsGood Company experience. Engaged in lots of industry analysis and portfolio reviews. Got to work on project that had been unsolved for over a year.. However, Lack on engagement with clients for Summer Analyst. The internship was changed from original plan and did not get with second team....
PNC Financial Services - Review - Wealth Management1. Welcoming culture immediately 2. Interesting work 3. Rotational program so you got more experience . 1. Hard to build meaningful relationships with upper level management 2. Refused to pay overtime - strictly enforced 40 hour work week ...
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Buy-side vs. Sell-side ER?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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State Street Corporation - Review - Information Technology (IT)Good people and ability to communicate across groups. Even entry level employees can very easily reach out to more senior colleagues and learn from them.. Very slow moving company. Technologically this company is very behind and due to strict regulations, creativity is not always encouraged or rewar...
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JPMorgan Video InterviewHey 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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BlackRock - Review - Quantitative ResearchBig company, big name. As a big name out there, it also attracts talents from school and I enjoy working with the real talents.. Big company, serious politics, operationally low efficient and compensation is relatively low compared to peers....
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Fixed Income - Anyone?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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Franklin Templeton - Review - Asset ManagementIn certain parts of the organisation, you get to work with great teams and some fantastic individuals. . The Office Politics is absolutely off the charts. If you don’t play the game, you won’t get very far. ...
Merrill Lynch Wealth Managment - Review - Retail BankingYou are paid to study for your licenses and the first three months of starting is just studying for the 7 and the 66.. High turnover rate, bonus structure is unfair, shady business practices, overly micromanaging middle management. ...
AQR Capital Management - Review - Equity ResearchGreat brand name. I am surrounded by very smart people. The work and problems are generally interesting. I am given the time to do the work to make it high quality. The hours are brutal. Often people are not very nice. Neveer see a partner. In many ways a sweat shop. To get ahead is kind of hopeless...
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Anyone ever live through an Acquisition?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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Prudential Capital Group - Review - GeneralistMY team is great. Everyone is super supportive. They all take the time to teach you and they invest a ton in us. . MY team is great. Everyone is super supportive. They all take the time to teach you and they invest a ton in us. ...
Merrill Lynch Wealth Managment - Review - Private BankingI get to run my own business and plan for what market I want to go after and I get to execute in the way I choose.. Company has such a robust platform and systems to provide support that it is overwhelming for new people to learn. Also, don't focus on net new households, only on net new assets....
Merrill Lynch Wealth Managment - Review - Private BankingGet to build my own business in the way that I like and I get to choose how to market my services and how to position my practice. Complex systems and not much support. Part of the benefit of being there is they have a robust platform, but that is also part of the downside in that they offer too mu...
Lord Abbett - Review - Emerging MarketsNew management is very strong, culture is improving rapidly. The credit franchise remains strong, as does retail sales. Institution is building rapidly.. Equity performance still not phenomenal. It's still way too hard to get a decent chair or a standing desk (seriously)....
Russell Investments - Review - Equity ResearchThe people were very nice and helpfful to interns. Other interns were very nice as well - good learning experience in FoF space.. Not much sadness other the fact that Russell Investments operates asa FoF which is bad if you like fundamental investing....
AQR Capital Management - Interview - Investment ResearchThere were questions on Regressions with special cases, such as when you add error terms to the dependent variable side, what would happen to XYZ. What would happen to the coefficients, T-stat, confidence intervals, Standard Errors. These questions aren't hard, its just if you aren't prepared fully ...
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PIMCO- FT Superday/AssessmentIs anyone familiar with PIMCO's superdays? I am interviewing with a department that isn't the most technical (isn't Account/Portfolio, more client relationships) and am curious how the interviews and the 'assessment' are. Is the assessment an excel test? If so, what functions/formulas are expected?...
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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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Second Career in Financial Advisory/Private Wealth Management?Currently in a Corporate Finance budget/accounting role at a Fortune 500. I have a Finance Degree and MBA. Very relaxed job with very good work life balance, salary, benefits, etc. The only problem is boredom and stasis. My plan right now is to stay on my current glide path until I'm 45 to 50 wh...
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Is Strategic Planning (Wealth Management) a FO role?As the title says, Is strategic planning in wealth management a front office position? I've seen on the job description that it will also allow you to take the CFA during the program cheers...
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How Do Short ETFs Operate and what are the risks vs. typical "long" ETF?When you're shorting a stock or an asset, you're essentially selling something you borrowed in the market with the hopes of being able to buy it back at a lower price and the differential is your profit. If my understanding is correct, a short position is inherently riskier than a long position ev...
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Benefits of learning R languageHi, I have my heart set on a career in portfolio management. Is it worth it investing the time in learning the R language? Working in finance you deal with data and analysis all the time so my assumption is that it wouldn't hurt. Thanks...
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BlackRock - Review - Investment ResearchGreat Company, people always ready to help, pushing you to the limit, always making sure you are on track. salary is a bit low but pretty good for the area, also work is a little redundant but its okay in the end ...
JPMorgan Chase - Review - Private BankingEnjoyed working with the people, they're all really helpful and willing to teach you when you need help.. Hours can be longer than expected and the office is a little outdated. Equipment is outdated and they need better coffee. ...
Russell Investments - Review - OperationsEmployee training programs for interns, company culture is very relaxed. Touches all parts of asset management business. . Upper management has changed frequently, direction is not very focused. Parts of the business are struggling and is reflected in lower ranks. ...
Deloitte Corporate Finance LLC - Review - Generalistemployeess are extremelyhelpful, team size is small so everyone can know each other better. Overall great. little bit less training compared with major competitors. the management seems not care that much on this...
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Asset Management vs BB SalesWhat are the main differences between sales and asset management? It seems that the roles are fairly similar....
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Dimensional Fund Advisors - Review - N/AGreat work culture people want to help. Growing company with lots of growth ops. great cities and mobility. Dull work explaining basic finance to random investors who have no idea what they are doing. Lots of useless training. ...
Bank of America - Interview - AdvisoryTell me about a time you faced a challenge and how did you overcome that challenge. To be honest, this was the hardest question asked by the interviewer on the Superday so if you brush up on: tell me about yourself, why BofA, why the Advisor Development Summer Analyst Program, you will be golden. No...
CIBC World Markets - Review - Private Wealth ManagementNot insane hours like IB. Generally, a pretty relaxed environment that can be done mindlessly. Lots of interesting clients to learn about.. Very dry. Virtually zero excitement in the industry, and if your IA is an ass then the morale can be awful too....
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Have an offer from a long-only fund....feeling super stressed out.Hi Everyone, I have been interested in stocks and public markets investing for a while now and have diligently pursued my interest (reading investing books, doing bottoms up investing, creating stock pitches etc). I became interested in stock markets about 7 years ago when I had created a pitch, cr...
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Point72 - Review - Quantitative ResearchI was in the Market Intelligence group. Full of smart people, good hours, good company events. Projects were interesting and I had a lot of freedom in where to take the project.. Not much room for growth. We spend so much time developing alpha or trading signals, but they get sent to discretionary s...
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What can a non-finance major expect in an Asset Management Interview?Hey Everyone, I am a senior at Michigan from a software engineering background with no finance experience. I applied to an AM FT opportunity because I thought it sounded interesting and FO high finance is something I always wanted to look into, but I thought my GPA was much too low (sub 3.0). I g...
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Guggenheim Corporate Credit GroupHas anyone been through the interview process with this group or have any helpful insight about them? Have an upcoming phone interview and can't find much online about the group in general. Thanks in advance...
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The Vanguard Group - Review - InvestmentsGood balance. Hours and lifestyle are relaxed and manageable. Nothing really to complain about. Rather content. Not the best vertical career opportunity. The job is sound and important to the firm, but as far as personal development into front office the outlook is okay. ...
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Blackrock interview (completely lost)Hey guys, today I received my invitation for the blackrock spring week superday in London. But I´m totally lost! It´s for the Financial Market Advisory, but I have no clue what it is or what to expect (keep in mind that I´m a freshmen). Could someone help?...
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BlackRock - Interview - Asset ManagementThe primary questions were behavioral. They wanted to know as much as possible about my past experiences doing research and interacting in difficult situations. I explained to many interviewers about my research experience at another internship, and my difficult experiences managing a student grou...
MassMutual Financial Group - Review - GeneralistGreat company culture. Everyone was very friendly and encouraged my daily learning about the industry.. There is not much to say in response to cons. I had an overall fantastic experience and enjoyed everybody I worked with....

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