Silver BananaTopic
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Company Review: Wells Fargo and Company - Wells FargoThe wealth management/brokerage/financial advisor division of Wells Fargo is very relaxed compared to most other broker dealers' sales goals, and the bank has a wide array of investment products for us to provide clients. Despite what is portrayed in the media, we don't have much pressure to sell pr...
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Company Review: AllianceBernstein - Current AssociateWork-life balance, flat hierarchy, opportunities for internal mobility, opportunities for interesting work at a junior level. Compensation probably could be better, high turnover for an asset management firm, outdated technology, bureaucracy...
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First Round Interview Blackrock PAG Hey all, I have a first round interview with BlackRock Portfolio Analytics Group within their San Fransisco Division. I was wondering if anybody has some experience with their video interview? Any advice would be great-thanks! ...
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Company Review: John Hancock - My reviewGreat Benefits Nice people Nice rotation throughout the company ranging from retirement services to invesments to real estate to corporate services. Not the best name out there Management is all over the place Junior people seem better educated and talented than seniors Needs to implement a 21st cen...
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Does Blackrock give return offer for interns? What's the return rate?I recently accepted offer from Blackrock TLS and am worried whether they give return offers to (qualified) interns or not since they don't have an internship program as big as banks do. Does anyone have information on this?...
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Company Review: Bank of Nova Scotia - Wealth Management AssociateCushy Job. Great company to work for, plenty of opportunity within the bank and rotational program that exposes you to all levels within Wealth Management.. The role in particular is geared towards creating salesmen and saleswoman with less emphasis for fundamental learning of investments and the ma...
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Company Review: Eaton Vance Corp - Summer InternMy team was very friendly and a lot of training was provided throughout the course of the internship.. I did not sit by my team and I wish I would have been closer to the team I was working for so as to learn from their conversations....
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Company Review: Pacific Investment Management Company PIMCO - Pacific Investment Mgmt CoExposure to many different products and investments Mostly ambitious colleagues Ability to gain a solid foundation in investment management. Technology is terrible; system issues all day Automation concerns Hard to move up with new management...
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GSAM Client Portfolio Management in QIS Investment Mgmt (India, Bangalore)-Can anyone throw some light about the above mentioned role? -How much Quant related responsibilities would be involved in this? -Is this a middle office role or front office role? -How relevant is this role (entry level position) for someone with top 10 MBA + CFA? -What could be some possible i...
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Company Review: State Street Corporation - Great firm!Great work culture and colleagues. Great company to start a career - slower pace but lots of room to learn. . Slow paced and very political. Takes ages for any senior management decisions to be made. Very risk averse culture. ...
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Company Review: Prudential - Great place to work if work-life balance is priorityGood work life balance. Very collaborative culture and most people are willing to teach/mentor you. . Generally not a competitive company to work at. Very few go-getters and are complacent in their current roles....
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Charles Schwab Investment Management: yay or nay?I got a summer offer at CSIM in risk management. Is this a good route to go to get into PE or HF? How would you rank this firm?...
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Please, help me to *not* fail this interviewI am currently a junior at a semi target school. Basically, summer analyst recruiting has been a shit show for me. So far, I've only gotten two OCIs, two phone interviews, and one superday in a variety of roles such as IB, corp fin, and AM. I've received no offers yet, despite thinking a few of them...
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Company Review: BlackRock - BLACKROCK WILMINGTONAmazing Culture here. Everyone is very open to helping. Stress career progression and work life balance.. Working in Delaware. Working in Delaware. Working in Delaware. Working in Delaware. Working in Delaware...
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Blackrock or Deutsche Bank Internship?Hi, I have an offer at Deutsche Bank for AM and at Blackrock, within the Alternative Investment team. Any thoughts on which one I should go for? Any advice would be appreciated! Thanks!...
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Company Review: JP Morgan Securities - JP Morgan Private BankingThe team is very nice and I think the exposure to high quality client is very good Exposure Good Name Internal opportunity. Not much quantitative component for this position The internal regulation is heavy which is typical for a bank ...
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Breaking into Asset management from UICHey guys just wanted to know does school prestige matter in asset management/ Private Wealth? I'm currently a finance student at UIC (University of Illinois in Chicago ) should I consider transferring to Depaul or Loyola? Or will UIC be enough? Thanks all...
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Blackrock FMG vs JP Private BankMight need to make decisions between Blackrock Financial Modeling Group Portfolio Analytics vs JP Morgan Private Bank Portfolio Analytics, which one to choose? Is it more important to understand the modeling or have more client experience in early career for asset management?...
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JP Morgan Wealth Management Analyst vs Private BankingHey all, just wanted to clarify the differences between the two. The name of the position I applied to is Wealth Management Analyst, but will I be working in JPM Private Bank? I see these term used interchangeably and have had interviewers ask me 'why PB' instead of 'why WM' specifically, as that's...
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JP Morgan Asset & Wealth Management Summer AnalystHey guys I have a interview (in person) with J.P Morgan for the Asset and Wealth Management Program for the summer 2018. It says that I will participate in four thirty-minute interviews. Has anyone gone through this interviews/program? If so, what questions should I expect and what's the best way to...
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Company Review: BlackRock - BlackRock Audit OfferThe people I interviewed with were all very nice and seemed to get along well with one another. The division seemed to be growing since the company was actively hiring for it, and the hours seemed reasonable.. I did not actually work for this company since I turned down the offer for a competing off...
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Company Review: Bank of America Merrill Lynch - SatisfiedGreat work environment. Friendly co-workers and the daily hours were not bad. Great location being at the Metlife Building connected to Grand Central.. Well below average salary. Poor work experience, with very little interesting or stimulating work. Less than desired work hours and thus pay....
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Compensation and Exit Opps from EndowmentsHi, I am just curious what compensation looks like for the analysts at large private endowments are, and how this pay scales for associate/director/etc. Also, if I were to start my career at an endowment as an analyst, where would that leave me in terms of exit opps? Would I be pigeon-holed? ...
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Company Review: State Street Corporation - 4When I was working at State Street, I really enjoyed the hardworking yet enjoyable atmosphere there.. Coworkers were unprofessional, there was not much room for growth - it seemed like the other interns weren't as ambitious as I was....
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New tax bill infoAll, What do you guys think about the new tax bill. RIA guys how are you doing compared to the other guys? My friends at BB said they aren't worried and won't see much impact. ...
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Wells Fargo WIN Summer Analyst Has anyone heard back from the Wells Fargo Wealth and Investment Management program? I received an email two weeks ago to list my top groups and write a why Wells essay, but haven't heard since then. They wrote that final interviews would take place on the week of the 13th. Has anyone heard from We...
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Company Review: AQR Capital Management - Nice place to worklarge firm, academic approach, nice people, successful, thoughtleader, good leaders, nice offices/location. so large that i don't know many other fellow employees, can feel a bit lost because everyone is so specialized...
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Company Review: Merrill Lynch Wealth Managment - Wealth Management InternGood intro to wealth management. . High level of admin work as an intern. ...
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Lincoln Financial GroupCan anyone tell me more about Lincoln Financial Group? Seem to be focused on life insurance/financial adviser kind of work. More specifically their internship programs. ...
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Company Interview: Silvercrest Asset Management - Silvercrest Asset ManagementWhy Finance? Tell me about yourself? Why Asset Management? Name some trends you are aware of? What classes do you take in school? Why do you like them? I saw you went abroad, can you describe your experiences there? What are you doing this weekend (they just want to make sure you are not weird)? Tal...
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Company Review: JPMorgan Chase - MehMade overtime over 40 hours worked each week. Had a decent team. There were lots of analyst events throughout the program. Not a lot of room for internal mobility from back to front office. Ended up forging my own path and moving over after analyst program....
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1st year Bulge Bracket Asset Management pay (from undergrad)Hey, I haven't really seen much pay scale info for Bulge bracket bank Asset Management pay for the 1st year out of undergrad. Any body have an idea what base and bonus looks like for the first couple of years? Thanks...
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Company Review: Goldman Sachs - Goldman Sachs PWM Summer Analyst Great pay, . Boring/ administrative job ...
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From Client Facing to research role?Hi guys, I have a interview coming up with a local Asset Management firm and I was wondering if its possible to move from a client service role to a research role? or if anyone has made a lateral move like this at a firm. Thanks,...
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Company Review: JPMorgan Chase - AnalystQuite happy overall. Working hours are decent given the salary. Good benefits and perks as well for a graduate.. Overall not too bad in terms of working conditions. Honestly can't think of any negatives to talk about....
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GS IMD Regional OfficesI applied to GS IMD in Philadelphia and have yet to receive any notifications. Does anybody know when the process begins for GS Regional Offices and how competitive it is for sophomores?...
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BOA Superday. Wealth Management Hello everyone, this is my first post but I'm a long time lurker and I really enjoy this website. I'm looking for any possible advice or tips to help me kill my interview and secure my summer internship position. I know this forum is heavily focused on IB but my position is actually for Wealth Manag...
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Company Review: Charles Schwab - Good OverallFriendly and goal-oriented workplace environment. The opportunity to learn and progress through a challenging role.. Much of the role relies on metrics to determine where you stand. On phones all day and gets old........
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Company Review: BlackRock - BlackRock Summer AnalystI will be starting here soon so I can only give details about what the hiring process was like for a Summer Analyst.. I don't have any cons yet since I haven't started there yet. I guess just from a racial perspective, the office is not as diverse as I thought It would be....
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Difference between S&T and Asset ManagementHello, I'm currently looking for internships and I don't know which section is the most suitable for me. Particularly, I don't see the difference between Sales&Trading and Asset Management. Personally, I don't want to do Sales (I'm more technical than social). If I would describe my dream position, ...
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JP Morgan Asset & Wealth Management Summer 2018 NYCHi all, I completed the Video Interview for JP Morgan's NYC Wealth Management Summer Analyst Program about 3 weeks ago and was curious how many people on here had gotten a super day invitation? This is for NYC specifically, and from a LinkedIn search it appears that most kids with offers were diver...
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Financial Markets Advisory (FMA) Blackrock superday 11/20/17Just had my superday a couple days ago (11/20) for the Financial Markets Advisory (FMA) Group at BlackRock and wanted to know people’s experience about hearing back. They said 1-2 weeks but i don’t know if they get back to you sooner. Any thoughts? ...
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Company Review: JPMorgan Chase - Old JPM RPS BusinessThis was a entry level back office position in the Retirement Plan Services dept. Thought it would be a good way to break into finance.. The business was looked at as a stepchild of asset management as a whole and were an outcast to the NYC analyst program. The business was later sold to Great West ...
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Charles Schwab Corp Dev (M&A) managerHi! Anybody know more about Charles Schwab in the M&A space? What type of comp should I be asking? I'm currently doing M&A strategy at a big 4 (senior associate). Should I stay? Thanks!...
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Company Interview: The Burgiss Group - InternInterviewer asked which group of the firm I was looking to interview for but the job was specifically posted with a group listed which was a bit odd. Other than that just basic "tell me about a time where you demonstrated leadership" and "tell me about a time where you resolved conflict with a cowor...
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2 job offers, which would you take? I'm going to try to make this as unbiased as possible, and if you can give me your opinion on which job offer you would take that would be really helpful. Some key pointers before I begin are: - My family currently lives in Miami, and if I worked there as well I could potentially have zero expens...
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How to prepare for a Wealth Management positionDear Everyone, I am invited to an Assessment Centre for a Wealth Management Position at JP in Europe. Therefore, I am currently preparing myself. In order to perform very well, I would like to ask for advice of what especially take into account. Does anyone here have any hints towards questions t...
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Any Crazy CFA Success Stories?CFA L1 this Saturday... I've taken the LSAT before, but building confidence for this beast is pretty damn hard even if you've majored in finance, accounting, or econ and put in 300 hours already. So, to help break up some study time, are there any great success/dumb luck stories from past candidates...
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Blackrock Portfolio Analytics Group InterviewI have interview with BlackRock's PAG tomorrow. I would love any insights into what I should study tonight. My background is mostly math/data science, but have interned for a fixed income fund. ...
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Company Interview: Prudential - Internal wholesalerwhat do you think of the current market? what are the four branches of the company? what do you think about your current working hours? why did you leave your last job? why didn't you look for other opportunities at your last job? what do you think of the price of oil? pitch me a mutual fund which o...
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Prop trading quant role relevant for buyside or no? Hi, I graduated in engineering from a top 3 college (similar to H/S/MIT) in July '16 after which I did a job at a F500 and have been trying to break into finance since then. My main goal is to get into buy-side. Currently I have an option of joining a prop trading and HFT firm as a quant trader/res...
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Company Review: Morgan Stanley - Summer Associate InternGreat many stuff to learn for a new grad, this intense 2 months internship is definitely worth it! . No return offer, had to apply again even if the manager said great things. Well, I guess this is Wall Street. ...
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BlackRock post-superday wait timeHey guys! I had a superday with BlackRock last week and haven't heard back yet. About how long does it take to hear back, and how long should I wait before reaching out to HR? Update: Got the good news exactly a week after!...
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Company Interview: AIG - InternCurrent market trends in Europe as well as how the company can position itself to take advantage Talk about a major deal that happened recently in a lot of detail A time when you had to go beh...
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Buy-Side Comp CanadaHi guys, Hoping to discuss buy-side comp in Canada, would be curious to hear everyone's opinions/personal experience. I spent a few years in retail banking prior to starting as a first year analyst at a boutique firm. My base was 75k + bonus with no set % target. Since, I have shifted (was laid ...
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GSAM AIMS GroupCan anyone tell me a bit more about GSAM's AIMS group other than what's posted on their site? What does the group focus on? What is the working culture like? Or does anyone know about their product management group in which I have an upcoming interview with? Thanks in advance...
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Company Review: JPMorgan Chase - JPM PB AssociateFlexible schedule and high level of autonomy within team. Very high level of education and development and analyst and associate levels.. A large amount of bureaucratic overhead pushing you towards specific firm-wide goals that did not necessarily align with your best interests. Compensation is not ...
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Are Superdays still happening? (recruiting for 2018 summer)Are the big banks still having Superdays for Asset Management/investment management/private wealth management positions? I applied to a bunch of banks months ago and did a lot of video interviews but haven't received any word on if I've gotten any Superdays still......
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Company Review: Wells Fargo and Company - Registered Client AssociateExcellent work/life balance; short hours; friendly environment; health benefits were great; ample parking in a congested area. Compensation was very low; limited mobility outside of sales, company's managed products are priced at upper end of scale and are heavily pushed, hiring bar is relatively lo...
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Suggested reading for Wealth/Asset Management ?Any recommendations for books that can teach you the basics about asset classes, allocation and weighting, etc. Looking for a comprehensive starting point while preparing for networking in the spring. Thanks so much!!...
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