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+47
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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+28
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. <img...

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+20
Thinking Like an Investor

Secyh62

I said in a previous post that I would try and write some more content in the future aimed at helping my younger self/newer analysts out. Bit of a quiet period before earnings start to pick up next month so here is something that I’ve created and use every time I research a new company from...

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0
Way to find company presentations for stock ideas

BirdTurglar

I was reading the Dow Chemical deck released around 12/4/13 about their strategic plans, which I had found randomly drifting around on the internet through someone's blog post. It occurred to me that finding actual presentations such as that one for companies making big changes would be a very good...

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+1
BlackRock GCG exit opportunities?

dare34

Can anyone provide info?...

8
+1
Royce Funds Email Format

Hooked on LEAPS

Anyone have the email format for Royce Funds in exchange for a SB? I'm surprised I'm having such a hard time finding it, considering how much they have under management. ...

5
0
Start on the buyside? please evaluate this graduate program (allianz global investor)

awp

http://www.rcmgraduates.com/gradtraining.html what do you guys think of it? Good for the first years pre MBA experience? I think that I would enjoy working in Asset Management in the long run but I do not really know where to start. Start of at a buyside firm or try to work on sell-side first? I ...

4
0
Performance vs. Asset-gathering

Kempner

For those of you in the know, which Asset Management shops are more geared towards performance rather than asset-gathering? Yes, I know asset-gathering is easier with good performance, but there are clearly some shops with very mediocre performance that still survive pretty well because they have go...

4
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Internship - BlackRock PMG or PWM at a BB IB?

dol1112

Offered internship positions - BlackRock portfolio management or Private Wealth Management at a bulge bracket investment bank?...

7
0
Securities analysis with computers

Pitbull Class

Securities analysis jobs: soon to be delegated to machines ? SL. Mintz writeup in II http://www.institutionalinvestor.com/Article/3270243/Asset-Management-Equities/Analysts-Beware-A-Machine- cites the D.E. Shaw example. AlphaGenius "mines Twitter traffic for market signals." RecordedFuture sweep...

2
0
Municipal Bond Research Help

Vyraal

Just wondering what kind of documents I should be looking at if I wanted to look into municipal bonds of certain states, cities, municipalities. I actually have no idea where to start with this, is it like corporate bonds and they have designated SEC filings? How transparent are municipalities with ...

3
+2
Financial Advisor trainee programs...good way to break in?

TheAdmiral

I have been working at a boutique real estate brokerage for a few years now, but I would like to move into a finance position (I have worked in various real estate positions for the past 7 years). I have a top 25 ugrad degree, and an ivy masters (both non finance related), and live in NYC. I am thin...

10
0
FT or internship with top AM or HF?

notmytrollaccount

Hey everybody, I'm currently a senior at a non-target looking for advice for FT and I appreciate any advice. My college has no FT finance recruiting so I've been networking as much as possible since the beginning of the summer but I haven't had much luck and almost all positions are full at this p...

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Delete

TTG413

delete...

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0
J.P. Morgan PB Analyst off-cycle interview and position

PierreC

Hi guys: I received an email from J.P. Morgan inviting me to a 1st round phone interview this week. My question is, what does it mean that this position is "off-cycle"? Does this mean the hiring process will be faster than a regular "in-cycle" interview process that normally occurs later in the...

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First year comp

Gomez Addams

What is the expected compensation for a first year trader/assistant PM on a buy side desk? Base? Bonus potential?...

9
0
Most competitive GSAM/JPMIM group?

community

Which GSAM/JPIMIM summer analyst group is the most competitive/prestigious? ...

1
+1
Questions about portfolio/asset management? --fire away

sampsonpoint

Feeling festive, and honestly, life is too short after what happened in CT this past week. I work at a large Asset Management firm on a portfolio mgmt team as a junior PM, where I started out of undergrad. If you have questions about asset management/breaking in, I'll answer them to the best I ca...

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Investing vs Speculating

Adder

What are the definitions of investing and speculating? Here's what I've found: "An investment operation is one which, upon thorough analysis promises safety of principal and an adequate return. Operations not meeting these requirements are speculative." -Ben Graham "The individual investor should...

10
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Internal Wholesaling at Top AM firms to Product Development/Client Portfolio Management?

shorttheworld

Definitely interested to hear some thoughts from people at top AM firms or those who have done wholesaling before : at firms like JPM Asset Management, PIMCO, The Capital Group, Lazard Asset Management, how common is it that you see the internals opt to go into (or are somewhat easily able to -- wi...

1
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Msc Finance, no finance related internships or work experience: summer internship or FT Graduate?

pnc

I am currently a student in a one year Msc Finance program in Europe. My goal is to break into Asset Management but I am not sure which path to follow. I have no prior finance related work experience and I haven't had any internships. Therefore I am not sure if I should first have an internship and ...

13
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Older associate moved to my office, stealing my job

bortz911

This thread isn't to whine, but I'm just curious if anybody has had this happen. And the thread title is misleading, because my job security is fine and my pay is unaffected. I was hired to work on modeling and other interesting stuff. That's why I took this job. An older, more seasoned associ...

25
0
PM Group Titles at Long-only AM

spark

I'm confused with PM group titles here... Associate Junior PM PM Assistant Investment Analyst Are they the same? or how are they different?...

1
0
What is the best background for Internal Investment Analyst for F500 Insurance Company?

JonDoe297

Most seem to require general AM experience. Do you think they care what type of firm it is, i.e. pension fund, MF, ect. Also would it be better to get an MSF now or an MBA later? What caliber b-school would I need to go to? Is UW or Kelly good enough? ...

5
0
Investment Mix

Industry84

There are mixed reviews on this so I’m curious as to the opinions on this forum for ideal asset mix to achieve the best possible long term rate of return. As an example, let’s take an investor who is 30 years old, does not plan to retire for at least 25 more years, and is willing to take a reaso...

1
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Long-only research associate (pre-MBA) exit opps

Dank Nugs

Title explains it but I am referring to associate roles that exist primarily at the largest asset managers/fund families for people right out of undergrad or with a few years of pre-MBA experience. Since it is typically very difficult to promote within, what do most of these associates do following ...

4
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Priorities for Professional Resume

shorttheworld

'Business School' vs Professional resume questions since I'm applying to some off the beaten path relationship-centered roles in IM Obviously in b-school resumes you focus on leadership/team items a bit more than you normally do in professional resumes but do you think that for relationship focused...

0
0
Big Four audit to institutional investor analyst (London)

williamthesnake

I haven't found much info on what life is like working as an analyst at an institutional investor (not hedge funds or private equity, read plenty of that, I'm thinking more like pension/insurance company, debt fund or mutual fund) and how to get into that so perhaps someone can shed some light on it...

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Econ with 3.7 or Econ and Math with 3.5 for MSF and jobs

Imnotasmartass

I'm a junior studying Econ and Math at a top 25 college (think Berkeley, UCLA, USC). I had prop trading research and fund management internships for the past 2 summers. My goal is to work in Investment management, Asset Management, research, risk, corporate finance or portfolio management. After I g...

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Asset Management Internship Programs

hedgefundhopeful

Does anyone know of a list I could find anywhere with names of asset managers that higher undergraduate junior summer interns? Preferably for equity research internships. Thank you...

2
0
Series 7, 3 & 63 required?

Antipodean

I noticed in the job descriptions for a few US-based positions I've been thinking to apply for that various licenses are required for roles. I'm thinking here of the Series 7, 63 and 3 for example, in the case of the portfolio associate at PIMCO. Now, I'm not based in the US, and so I don't have t...

4
0
Standard deviation vs. Semi standard deviation as measures of risk in finance

Cromwel

Some suggest that semi standard deviation is more relevant because it doesn’t incorporate returns above the mean or any threshold in the computation of risk. I have calculated the semi standard deviation (from the mean and from a threshold) and experimented with both n and n-1 in the denominator, ...

4
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ace

Roll The VXX

a...

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Entry Level Asset Management Positions

AMcareer

I have experience as an administrative assistant in finance, but am looking to further my career in Asset Management. I have a bachelors degree in Political Science. What roles should I be looking for within Asset Management? Would I be considered for a Client Service Associate position? What are so...

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0
Bessemer Trust Culture

Shmoozer

Not much info on here for Bessemer Trust. Anecdotal stories have suggested that they have a very conservative culture. Anyone else have experience working for them or have an idea of the culture?...

6
0
Buy Side Research vs. Investment Management

slick_J

Just to frame the discussion here, let's just say that we are talking about a post-MBA position and the subject also has his/her CFA. At the junior level, what are the differences in the day to day roles/responsibilities? How do successful employees progress in each position over the first few yea...

9
0
Multi-Asset/'Investment Solutions' vs Equities

george39

In the middle of the grad job application process and am trying to decide between equities or multi-asset at a few AM firms. I have previous equity analyst experience and enjoyed it, but the big picture/ 'macro' of multi-asset seems more interesting to me. Does anyone have any more info on what ex...

3
0
BB Credit Risk vs. BB Private Banking

HLdream

I was wondering what you thought of the two positions in terms of exit opps, business school placement, compensation and the work itself? This would be for the full time analyst role straight out of college. What would you choose between the two and why?...

12
0
Can RFP Writers at Asset Manager/Banks Make a Lot of Money?

computersciencemajor

I see job titles such as "RFP Writer, Fixed Income Product Management" at a global investment bank, which makes me wonder what an RFP Writer career path entails. 1. Is this a role that does not involve as much career progression? It seems to be a kind of job that you don't want to hold on for too ...

6
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Econ major - low GPA - about to graduate

LCmac24

I am an International Trade & Finance major, Chinese Culture and Commerce minor at a SEC school about to graduate in December. This past summer I studied Mandarin Chinese in Beijing but outside of this study abroad experience I haven't done any internships or relevant job experience related to fina...

6
0
Private Banking business analyst

pektis

Hi guys, I have an interview with JPM's private banking division in Geneva. The job specs are the following: The Role Business & Product Development Analysts are an integral part of the team and are responsible for executing key deliverables within the strategic business agenda of Wealth Managem...

0
0
Brandes Investment Partners - Reputation and exit opps?

models_and_bottles

What's the deal with Brandes Investment Partners in San Diego? Anybody knowing anything about their reputation, exit opps, people, etc. ? Heard its a great group, but the pay is on the low side....

40
0
Blackrock Equities Fund

navy89

Hi, I noticed that BlackRock Equities team has been going through massive restructuring this year including the laid-off of key leaderships in Equities on the back of underperformance. As a prospective applicant, I am interested to know about whether the Fixed Income fund (PMG) is significantly bett...

3
0
Recommended Security/Portfolio Analyst Reading

LeChiffre

I am a second year MBA (Financial Management) student. My undergrad is marketing so I'm transitioning into a more technical world and still working on grasping the terminology and finer points of the finance world. I hope to work in Asset Management upon graduation and work my way into portfolio ma...

9
0
PWM program that offers autonomy

BulgeBracket

I'm a non-finance senior in college (former finance major). I'm entrepreneurial and wouldn't want a crazy training program or someone breathing over my shoulder constantly.. are there any pwm grad programs that allow you to start building a client book early on? Preferably in London. I know caree...

1
0
SF based mutual funds???

mid535

I can only really think of Dodge & Cox, BlackRock... What other fund families are out of San Francisco/Bay area? A shiny prize goes to whoever produces the longest list ;) ...

9
0
How do I get on a track for personal financial advisory?

tulane1993

I am a junior finance major at Tulane University with a 3.9 cumulative GPA. My last 2 summers have been spent as a marketing intern for an ESL school, and a press intern for the office of the governor of Massachusetts. I have not been able to find a finance internship the past 2 summers, and am hopi...

2
0
How good an experience is managing Treasuries and MM for a newbie?

green_monkey

Hi all. I've been trying to weight in on a few positions I have been offered. I just recently graduated from from college and finishing up my internship at a sovereign wealth fund that have most of its money managed by outside managers. I've been building models and spreadsheets and sometimes helpin...

5
0
investment analyst or fin.risk.mgmt analyst?

Ulusoy

Is there anyone make a clear differences between junior investment and financial risk management analyst in asset management firms?...

6
0
Pinebridge Investments

UCLA_Investor

Anyone familiar with their Los Angeles office, specifically their fixed income team? I may have an interview, and would really appreciate hearing anything about them, investment style, culture, pay, exit ops, really anything anyone can add. Thanks....

0
0
First year summer internship opportunities in London?

UK2013plus

Hi, I'm wondering if anyone happens to know some good first-year student summer internships in London. I'm especially interested in Asset Management. thanks a lot for any recommendations/ advice! ...

1
0
Highest Paying Jobs in the Caribbean!?

bigpun

Hello all, I have one simple dream - to be a rich man living and working in the Caribbean. I'm looking into a lot of different professions down there (medicine, law, business, government, etc.). Here in this thread I'm hoping to learn a little bit more about the financial sector down there. The ...

62
0
Entrance Requirement for CFA program

fiatluxx

Hello, been looking for an answer to this question for a while. The CFA institute says that the entrance requirement for the CFA program can be met by "four years of professional work experience(does not have to be investment related)". I'd like to know if this work experience is still expected ...

11
0
Part-time M&A internship - Hong Kong

Jadwa

Hi all, I am going to study (undergrad) in HK for a semester and I'd like to spend my extra time (approx. 2 days/w) working in M&A as an intern. Have you ever heard of M&A part-time jobs/internhips in HK ? NB : I'm not a chinese citizen/Mandarin speaker. Thanks. ...

0
0
Newton Investment Management

AfricanFarmer

£54bn AUM, mainly charities and institutions, Iconic CEO. Anyone know much about these guys, compensation, benefits etc.? Some sources i've found say they pay below market rate. Not much info out there really....

2
0
Client Service Associate/Investment Assistant Jobs

mclaren686

Does anyone know about this position? It's mostly a support role...placing trades, preparing presentations, etc. I wouldn't normally consider a position like this...I would go for an analyst/associate one...except that this is for JPM PB, the best PB in the world. It's the place at which I've alw...

3
0
Client Services Salary (IM/AM)

WestCoastMonkey

I was hoping to get the salary figures for the different levels of employees up to VP in a Client Services role at a well known money manager (i.e. PIMCO, BlackRock). Thanks in advance....

1
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CFA timeline questions

Oscar_chow

Hi guys I have a few questions regarding the CFA qualifications which I'm hoping those who have completed the exams can answer. I am an economics graduate, and I start work in a MO position within an investment bank this autumn. If I start studying now, is it within the real of reality to pass the ...

24
0
Intrinsic Value - what's the best way to evaluate a company

BRAGA41

This is my first post here in WSO and I would like to share with you a work I did last semester for an investment course, in which I had to create a portfolio of stocks. After searching for several methods I used a DCF and based my decisions in some Buffett's theory. I chose 6 companies that from 15...

25
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how to explain why I haven't done the certification?

Nonito

Is it possible to break into AM/IM without any CFA levels completed? Can someone break in and talk about being interested in this industry without any CFA level completed? How can I best explain this? I have my reasons but any advice would be great. My immediate goal once I get in is to clear CFA ...

6
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Should I apply for a 1st year analyst position?

sharky7

Hi, by way of introduction, I'm a 1st year consultant at a Big Four (Tax Division), working at Financial Services Transfer Pricing. My work mostly involves financial and economic analyses (profitability, mark-ups, etc), industry research, and so on. I'm currently studying for CFA L1, since my object...

1
0
Questions about Junior Year GPA

ASSManagement

I'm a rising junior at an ivy league school and I have a 3.59 GPA. I'm so painfully close to a 3.6 that i am dying to improve it by even just a hundredth of a point. I know some internships applications open up as early as September with most closing around mid January. My first semester grades will...

4
0
AM, HF --> Chief Financial Officer?

spark

CHIEF FINANCIAL OFFICER... A totally different kind of career path from what us WSO monkeys normally dream about... but certainly a VERY attractive job, especially if this is possible when you're only in your early or mid 30's. There are many skillsets an investment banker or a private equity profe...

13
0
Internship: UBS Corporate Cash Management

mydoggeorge

I will be interviewing for a corporate cash management position with UBS out of Chicago in a few weeks and am looking for some general pointers. So if you don’t mind I would like to ask some questions and any response will be greatly appreciated: 1. What is the general environment of a corporat...

4
+2
Traditional 401k vs Roth 401K

JohnnyWalker

Hey all, did a search in the forums and extensive research online, and am trying to decide which option is better for people starting in finance (assuming all things else are equal: employer matches etc). Would be very grateful to any advice or wisdom shared! Apologies if this is posted in the wrong...

17
0
What do career Sr. Analysts at the large Boston-based Funds get paid?

llsam45

For someone with 15-20 years experience on the sell/buyside moving to a large mutual fund company based in Boston what should they expect to be paid? The role is Sr. Equity Analyst covering a particular sector , often referred to as career analysts not looking to be a PM. I realize its performa...

1
0
Tren Griffin -12 things about investing learned from Soros

Pitbull Class

http://25iq.com/2013/07/30/a-dozen-things-about-investing-ive-learned-from-george-soros/ My favs [quote]6. “I only go to work on the days that make sense to go to work. And I really do something on that day.” Staying busy trading mostly generates fees and mistakes. Being inactive can often b...

1
0
Private Banking Recruiters / Head Hunters?

Shmoozer

Does anyone have a list of head hunters / recruiters for private banking? I have found few roles advertised for analyst / associate roles apart from JP Morgan PB. Are these positions all filled through referrals or from MBA / undergrad recruiting? ...

4
0
Email Format for Asset Management Firms

CrazyWaferS

Can someone please tell me the email formats for the following firms: Aberdeen Asset Management, Wellington Management, and Calamos Investments?...

4
0
End of Internship Lunch - any tips?

AtypicalMonkey

Hello! I'm ending a part-time summer internship soon. What are particular questions you would recommend asking? What do you think he would be able to give the best advice/insight on? What are questions to avoid? Thanks! Any help would be great....

1
0
interview prep needed!!

WalMartShopper

I have an interview thurs morn with head of shop. I have 7, 66, & 24 licenses but not so much modeling/research technicals. need some good overviews to brush up on. worked on muni issuer, bb pwm, bb certified (but definitely NOT advanced), and know a lot of ppl in the mm alt inv space but again, not...

0
0
Private Banking/Asset Management in London?

ggzoo

Hello, I'm a graduating senior at a US target school, and I'm interested in learning more about private banking/AM opportunities in London... noticed that most of the firms I am applying to have deadlines coming up in a week or two, but do firms such as Barclay's, JP Morgan, GS, etc hire on a rol...

4
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Bulge Bracket Chief Investment Office

Killabeez

We all heard about JPMs blow up in its CIO last year. I am wondering how do you guys feel about working at a CIO of a large bulge bracket as an analyst/trader? These parts of the bank are generally not supposed to be risk seeking- but they have very large balance sheets to play with....

1
0
AM Internship Help

TimeInvested

I have viewed the forums for a while now and have found great advice and would like to thank everyone who has contributed. I plan on contributing myself after I go through the internship application process. Before i get into my questions id like to briefly introduce myself. I am a rising junior a...

2
+1
Dimensional Fund Advisors

Startop

Friend of mine has an interview coming up with this firm and I wanted to ask the people here what they knew about it. I think it is for their austin headquarters. He is currently working in banking, so was looking for an idea of comp, culture, etc. If anyone knows anything, it would be appreciated....

17
0
what is meant by "understanding of portfolio theory"?

DotCarter

If I'm preparing for an interview, what kind of knowledge should I have going in?...

4
0
Capital Asset Pricing Model and MPT Intro

IsaacNewtonImNot

Can anyone recommend a good text for introduction to CAPM and MPT for someone who is good with math but has little formal financial training? ...

2
0
AM firms are likely to sponsor???

Ulusoy

I am finance grad int.student who is seeking to graduate in May 2014.Lots of firms usually come to campus recruiting but i don't know whether AM firms are likely to sponsor int.ones for H1B.Is it really tough to be employed by them for me?...

0
0
Russell 2000 Growth Membership List & Sector Classification?

DictatorCloudy

Reaching out to any monkeys with access to this data. Is there an excel list of all the companies in Russell 2000 Growth, classified by Russell Sector classification? Thanks for the help....

3
0
Possible avenues in asset management

ub86

I've been working in a sort of equity sales role for the past few years (a hybrid between sales and research marketing). My days are filled with writing lengthy sales commentary to string together + supplement research views into a narrative targeted at particular groups of clients. A very senior pe...

0
0
Vacation Days in Asset Management?

WSTMonkey

I've read a lot of posts about culture and work hours in AM but haven't seen many comments on vacation time. Is it similar to IB where you get 2-3 weeks of "vacation", but you never get to actually use the days? Do you have the ability to go to Europe for a week in June and take a week in the carrib...

10
0
Better option to successful career in AM

UCLA_Investor

Hey all, So the only asset managers that really recruit on-campus at my school are BlackRock and PIMCO. Now obviously, I plan on and am currently reaching out to alumni at every buy-side shop I can find, and cold-applying through firm websites, but we all know how lucky one has to get for those to ...

4
0
If you were going to work for a family office

Stevechang103

Hello, If you were going to work for a Family Office and could choose, which would you prefer: 1. Working for a self made famiy such as the Dells, the Gates, the Trumps, etc? Or 2. Working for an establsished old money family such as the Rockefellers or Rothschilds? Thanks...

12
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Trading Desk at a Private Bank

born2trade

I was wondering if traders who work at private banks also engage in agency/flow trading or if they simply execute orders. The reason I am asking is because I have heard of some private banking offices having 20 - 30 traders and this seemed overkill for simply executing clients orders even if they ar...

3
0
Except these what should I say

ZHD

I am going to see a local financial advisor of Ramond James in trying to work an intern in his office, and he does not know who am I. Except introducing myself and showing my interest in wealth management what I should say or prepare? Thanks for all the help?...

8
0
Goldman Sachs Asset Management Risk Help

mclaren686

Hello, I am considering applying for this opportunity. I am currently working in a financial reporting capacity for the investment management division of a F500 company. I have been accepted to Kellogg and Fuqua's MBA programs for 2013, but why spend 100k if I don't need to? Can anyone tell me ab...

4
0
Referral from compliance to asset management department

thedealmaker

Fellow monkeys, Just heard about a very distant cousin who works in the compliance department at Deutsche Bank on the street. I haven't even talked to this person and just got the contact info from another cousin of mine. My plans are to get into investment analysis and portfolio management as my c...

1
0
Investing in Healthcare

nontargeted

I just got accepted to my school's student-run investment fund to cover healthcare stocks, everything from pharma to med tech to hospitals etc. I am actually interested in healthcare in the long term as well, and wanted to know if anyone had tips or resources for how to invest in this industry. I r...

6
+1
PE firms raising money this month

Pitbull Class

Private Equity Regulation D Filings (New Notices), July 2013 Capvis Equity IV L.P. - $965,000,000 Rocket Mail, LLC 7/5/2013 - $1,195,000 WindSail Capital IV, LLC - $5,000,000 Algonquin Middle Market Opportunities Fund, L.P. - $100,000,000 Sandton Credit Solutions On-Shore Fund III LP ...

1
0
NASDAQ Average PE during .com bubble?

DictatorCloudy

Does anyone know what the NASDAQ average PE was during the peak of the .com bubble (around year 2000?)? I'd like to see how it compares to today's NASDAQ average PE which is around 22.4...

3
0
Why AM and not M&A or PE

qwertyas

I'm a student looking for an internship in AM but I've had experience in m&a and pe. One question that I get a lot is why AM and not the others? I feel that I answer this question quite weakly. Why I choose AM is: - the others imo are more disconnected to the market - am is faster paced then the o...

3
0
Blackstone vs. Blackrock

nancyw

What is word on the street on both firms? Which is better?...

6
+1
Mutual Fund Salaries - Salaries for analysts?

pointlesspodium

What are the salaries for analysts at mutual funds. Entry level positions please. More boutique companies that have 1 or 2 funds they manage. West Coast vs East Coast 250mil AUM 500mil AUM 1B AUM 5B AUM >...

21
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Graduating Spring 2014. Should I pursue internship or full-time opportunity for the summer?

corsairIV

Hello everyone, First post on here, not sure how much feed back I will receive, but I will give this a shot. Situation: -I will be graduating in Spring 2014. -I have a 3.85 GPA -Highly involved in student managed investment clubs and work with the department of finance at my university (have a lot ...

2
0
Relocating to Charlotte, NC! Looking for New Job

Pwsb62

I am starting a part-time MBA at Duke this fall and will be relocating to Charlotte, NC. I know it's still pretty far, but I just couldn't see myself living in Durham. I currently work at a top 3 Asset Management company, but since I am relocating I am looking for a new opportunity. Other than a re...

6
0
Passive IM

bsc855

Hey everyone, I am soon to be joining a bulge bracket bank in the UK as a graduate investment management analyst. I have a few questions to ask and I would love to get in touch with anyone that works in index fund management/ETF at BlackRock, Vangard, Deutsche Bank, Fidelity etc. Many thanks. ...

2
0
CSA or Audit Associate

Young94

I currently have two offers. One audit associate job and a CSA job. The audit job is for a top 8 firms (not Big 4) and the CSA job at UBS. I majored in accounting in college because my school does not have a business school. I want to "break into finance" but I am worried about leaving the audit j...

1
0
Top LA-based Asset Managers

UCLA_Investor

Hi all, Hoping to get some leads to start networking to land a sweet AM gig out of undergrad. I'm currently a rising junior interning at a very small, but growing AM firm. What are some LA based firms that are considered "Top" and are not opposed to intern--->full-time programs? thanks for all the...

12
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Value of a Private Wealth Management Internship?

studentoffinance

Hello, In considering internship opportunities for the coming years, a major opportunity for me would be to intern in the PWM area of GS. For the future I think I am mostly interesting in Asset Management, or Private equity. How helpful would a PWM internship be for those in the future? Thanks...

52
0
Fixed Income materiality

ElderPanther

Hey guys. I am currently in the process of building of a pricing process that determines materiality between vendor sources on fixed income asset classes: plain vanilla corps, High Yield, Munis, and structured To give you an idea: Vendor A prices corp bond XYZ at 101 and Vendor B prices bond XYZ at...

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Math Needed for Econometrics?

Vagabond85

Have taken a couple introductory stats and econometrics courses, but want to get good enough to do light time series analysis. Problem is its been many years since my last calculus course so i'd like to build a math foundation first. Any tips on the quickest way to do so? Books and other insight app...

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