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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...

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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...

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+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...

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During a market crash or bubble burst like 2000 and 2008, who is more at risk of getting laid off, IB Associate or ER Analyst?

DNMA82147

*ER Analyst at one of the top asset managers. I think the whole AM industry is generally more at risk because it's directly related to market risk. Correct me if wrong....

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Wellington Management Summer Internship London 2019

mmcml

Hey guys, does anyone have any experience going through the investment research internship process with Wellington Management? Specifically the London office but any input would be helpful. Just want to know what the process is like (behavioural or technical?) and what the internship is like (and th...

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Wellington Post Superday Timeline

Bull Nye

Has anyone heard back from the undergrad full-time Wellington super days last week yet? Or does anyone have any input as to the timeline from years prior? I had mine last Tuesday and have yet to get any indication one way or the other. Thanks for the help....

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time

nok15105

deletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedelete...

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UBS AM - Summer Intern Programme

dennispouka

Hello guys, Apparently, I received a video interview invitation, after completing some assessment tests. They say the deadline is until 7th of January. Do you know if I must do it as soon as possible (= applications are considered on a rolling basis)? Secondly, given the fact that I feel the numeri...

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2020 Summer Recruiting

Laro98

I was wondering what the timelines are for banks in Summer 2020. I overheard some are pushing to Fall 2019 and others are staying. Does anyone have any information on this?...

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Should I move to Boston for this job?

jtwist

I'm looking for some help thinking through a career move. I'm a quant strategist at a hedge fund in NYC and I have an offer to move to a similar but somewhat more senior role at a top tier asset manager in Boston. I have 8 years of experience and I've spent all of that in NYC so I'm concerned about...

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BlackRock ACS Superday

bankingboy29

I have my superday with BlackRock's Aladdin Client Services division tomorrow and wanted to know what to expect and how to prepare for the interviews. The superday structure is 4 half hour interviews and one group exercise. ...

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Best suggestion to work in the buy side

Merlo97

What kind o tips would you give someone who wants to work in the buy side? For instance in terms of internship/academia . In my particular case, doing a Msc Finance is absolutely necessary (poor undergrad brand). Which kind of master do you suggest to work there (I know, it includes a broad variety...

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Financial Modeling/Valuation Programs in Orange County - Recommendations

Halcyon Investor

Hello all, I'm currently looking for full-time positions in the Orange County area and am looking for reasonable financial modeling/valuation programs while I continue my job search (preferably Mission Viejo/Irvine). I don't have any accounting background, so programs offering thorough guidance in...

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Fidelity Emerging Leaders Program info?

susannunya4

Does anyone know much about this program? Compensation, exit opportunities, comparisons to other programs, etc all would be helpful....

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Fordham MS in Global Finance vs Babson MS in Finance

pb178

Hello! I am an international student from India. I have currently gotten acceptances from the two programs mentioned above. My goal after the program is to obtain employment in the US, preferably on the buy side in asset management or equity research. I have listed some of the features of both the p...

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+22
Microsoft: The (not so) Evil Empire

CuriousCharacter

Ah, **Bill Gates**. Growing up, William Henry Gates III was the kid you loved to hate: With an IQ of 160, a today’s dollars-trust fund worth north of $20mm, AND politically connected parents, he was smarter than you, richer than you, and had a brighter future. *But hey, you were better looki...

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Blackrock Financial Market Advisory (FMA)

excelmodels_cokebottles

Recently received a FT offer for this group and wanted to get some more up-to-date insight on where this group stands. I've read almost everything about this group that's been on WSO in the past and know they've done valuation of maiden lane vehicles, bank stress tests, and worked with Greek Bank. ...

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Real Time News Service Providers - Traders - who's on top these days ?

roaso

Hello all, just checking in, wondering who is on top for real time trading news services these days. Besides Thomson Reuters.. for 2019 are people mostly using Benzinga Pro ? TradeTheNews ? TheFly.com ? StreetInsider ? Hav been with Tradethenews and Fly for years - but hearing a lot abo...

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Blackrock Superday ACS 11/8/18 New York

danieldanielnyc

I had my superday for ACS summer analyst on 11/8/18 in New York, still haven't heard back yet. Anybody has heard back or any insight? ...

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BlackRock FMA Superday 10/18/18

MarianoRivera

I had a superday for BlackRock FMA New York on October 18th and have not heard yet. The recruiter said they'll let us know within 2 weeks but I'm assuming thats just so they have time to give more offers if someone declines. I talked to a first year analyst and they said they received their offer th...

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Post-superday wait time for BlackRock?

Paul-Smith5

Just had a superday with BlackRock in NYC. What is the wait time for BlackRock after the superday? Most BB banks only take one or two days. I'm not sure if that applies to BlackRock as well? Does anyone have any experience with BlackRock recruiting?...

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BlackRock 2016 SA superday

Eric_s

Did anyone hear back about superday? I interviewed with BLK last Thursday via OCR and still haven't heard back. ...

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Investment Thesis, submitted this to a PM

financeguy11

Hi WSO, I've recently been in talks with an Asset Manager who has brought me in numerous times to help me get a better idea of what the day-to-day is like. I reached out to a school alumni that works there (Portfolio Manager) and have written him a few research reports. I wanted to get some opinion...

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Added value of a specific alternative asset class, need help with project

Leetj010

Hey guys, I am working on a project where I look at the added value of a specific asset class (such as PE-Buyout) for a fictional pension fund's portfolio (now 65% equity, 35% bonds). Some things I am looking at: -Efficient frontier analyse -Cov. matrix But also, finding a good proxy for the liab...

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Intern Follow Up

Ivan Boesky

So I recently met with the CEO of a large asset manager in his offices in NYC. I am 19 and I think he ended up liking me since he spent 1.5 hrs with me and talked in depth about his firms philosophy. I think I made it clear that I want to intern there since I left my resume but I did not say it spec...

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CFA level 1 best study material and tips

lrichard10

I am approching the CFA level one exam and wondering about what is the best path to pass it. I really appricietate some insight about books, forum, tips and any usefull source to tackle the exam. ...

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Wells Fargo Wealth and Investment management Summer Intern

TRASCOR

Anybody know anything about this program? It only had a 2 day application period - just wondering if it would be a good program to get in to Private Banking. They are one of the only BB's that also has investments interns. Obviously had some bad press this year, but maybe the best time to get in?...

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Thoughts on Fred Alger?

gil_fillian

Any thoughts from people on the Street regarding the reputation of Fred Alger - $20b AUM mutual fund in NYC with growth-oriented strategies? Specifically, views toward the Research Associate summer position?...

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Investment Associate Interview Process at IFC

gvassenga

Hello fellows, Could you please let me know what to expect in an Investment Associate - financial modelling and case study interview with IFC? Regards!...

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Comp at BlackRock PMG

bealdreaker

......

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