Silver BananaTrending Content (see all)Replies
+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
+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
+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
Silver Banana
Recently Active Topics
Replies
0
Free CFA Level 1 Class in LA

jgrb17

http://losangeles.craigslist.org/lac/acc/706440149.html i found this on line, I don't know how legit it is, but if some of you in the LA area have some extra time, you might find this beneficial. Hope this helps....

0
0
Resource America Compensation Question

Moony

I'm currently an SA and I expect to be receiving an offer next year. Does anyone have any direct or comparative information regarding compensation at Resource America, Inc for an entry-level analyst in new product development? Basically, I would be doing research, prepping pitch-books for clients,...

6
0
Private Banking Analyst Compensation

KobeFan

Is anyone familiar with pay structure for an analyst position at a Private bank at a BB (MS/GS/ML)? From my understanding, the differentiation between Private Banking and PWM is that PB deals with larger portfolios in the range of 10-25mm. Please correct me if I'm wrong. I also know that the pay ...

0
0
MS GWM Internship

ECV830

Hi I am currently a sophomore (Rising Junior) and have accepted an internship at MS GWM. I was wondering if there is anyone in this industry or in a program that was like this that could shed some light on GWM? How are the hours? Just an overall idea of how a GWM internship could be would be grea...

0
0
Columbia Asset Management

lotus6

Can anyone provide me with some info(pay, hours, rep etc) on Columbia Asset Managment. All I know is they are a part of Bank of America. Also are they located in Boston, NY or NC or all three?...

3
0
West Coast Buy-Side (ex-Analyst) Survivor

WestCoastChimp30

I know this board's BB&IB-centric, but I like that they've devoted a whole section to Asset Management. I spent 2 years at a small (~$2B AUM) firm in LA after graduating from a target school. Being the sole analyst, I did everything from pitchbooks (shockingly), to RFPs, to portofolio analysis a...

37
0
Asset Management Career paths

Aniratha

Hi together can anyone help me. Researching about career path in asset management heading for a Portfolio manager position- but not that successful… Can you directly become a junior/assisting portfoliomanager or do you have to start in research (and for how long)? What are the steps (compared to...

19
0
I want to make MILLLLLLLLS

alphamonkey

Say you start at Wellington/Fidelity/Putnam as a research associate for 75k all in. You're on a 2-3 yr training program. After that what is the most lucrative jump? (ie move to hf? stay at firm? If you stuck with one of these long-only boring mfs for 10 years could you make mills? At what poin...

5
0
BB AM Bonus/Sign on

shadeun

Hi! Long time reader.... Anyway, I just have got and accepted an offer in AM in Australia at a BB firm and don't want to wait for the contract to come through (impatience yay!) Is there usually a bonus in the first year or is that IB/S&T only? can i expect a sign on bonus (or any other sort of bonu...

1
0
Bear Stearns Asset management

assamese

Anywhere here has insight to whats going on at BSAM ? I was in touch with some of the Ops guys to do an accounting project, so, I am interested in finding out if the funds will be rolled over to JPM ..any other info will be appreciated. ...

1
0
Difference between...

orangejuice

Hey guys, I've been looking around banks career sites and getting confused as they seem to use the following terms interchangably. What's the difference between fund management, asset management, wealth management and investment management? Thanks....

4
0
Nicholas-Applegate

Kiko81780

Has anyone heard of these guys located in San Diego? Nicholas-Applegate Capital Management Thanks...

1
0
Retrenchment in Buyside?

funkytommy

Read alot about upcoming job cuts at IBs. Will buyside analyst roles in asset management houses or PWMs linked to BBs be affected by the current melt-down? Secondly, would it be a safe move to change job and switch to another asset management house under the current job market condition? Appreciate ...

4
0
Hours - Offer from an asset manager

WSAnno

Quick question: I have an offer from an asset manager (think Wellington/Fidelity/Janus) on the equity side as a first year research associate. What are the hours that I can expect and is there a lot or any weekend work? Thanks...

1
0
Morgan Stanley IMD

maroney39

How does the firm and their IMD rank versus GSAM and other divisions on the Street?...

2
0
Blackrock Financial Modeling Group

RockHarvey

Anybody have info on the first round for this? Expected questions: fit or specific tech questions? What's the size & culture of the group? Thanks....

1
0
Credit Suisse IM Strategic Partners

RockHarvey

I've got a second round on Feb 11. Anyone know what I can expect? What kind of questions I will be expected to answer? FYI, here's what it says about Strategic Partners from their site: [quote]Credit Suisse Strategic Partners ("CSSP") seeks capital appreciation through the purchase of secondary in...

1
0
Blackrock PM

lotus6

What is the salary+bonus like for an assoicate, vp, md in Blackrock's Portfolio Management department?...

3
0
JP Morgan Asset Management Salary Question

xradio

Hi, I was recently offered a job at JP Morgan Asset Management. It's their fresh out of college analyst program. I was wondering what's typical in terms of base/sign on/year end, i.e. if I have a leg to stand on in negotiating salary (and if JPMAM would negotiate to begin w/). If you guys have any...

6
0
wealth management league tables

apeman

Hi, I had an interview for a wealth management position yesterday and was asked whether I knew where the bank I was interviewing stood in terms of league tables. Does anyone know where I can find league tables for wealth management? Thanks!...

1
0
Lehman Brothers - Offer for summer associate

yanks98

Hey guys, I'm fairly new to this site. I just received an offer for a summer associate position from Lehman Brothers Asset Management and BlackRock portfolio management. I have a few questions about this. In your opinion which is the better offer? And whats the lifestyle and pay like for this posit...

0
0
Another BB SA phone interview - More interviews that I expected

JambaMan

It looks as if I'm getting more interviews than I expected. Last week was two first round interviews, both with BBs, one for Asset Management (phone interview) and the other for Equity S&T (in-person). I got dinged for the S&T, but believe I have a very good shot at making it to the super da...

1
0
CLO funds (think Capital Source and the like)

Kanlap

I have an upcoming interview with a several billion dollar CLO for their Credit / Underwriting Group in NYC. What is the current consensus on CLO funds? What type of pay (base / bonus / sign-on) should I be looking for? This will be for a summer opening after I complete my third year as an an...

0
0
Blackrock AMG

lotus6

Does anyone have any info on the Account Management Group at Blackrock? Lifestyle, pay or what they actually do? Also are they located in their main office in New York?...

3
0
IM in the long run?

IBWannaB

Hi there, until what age do people usually stay in IM? 40's-50'? What are the most common exit paths? Thx!...

0
0
Earnest Partners?

404

I am in Atlanta, and am looking to make a career move from retail to some sort of analyst role, with the intention of going to b school in a few years. I came across Earnest Partners, and was wondering if anyone has any info on them? I am in Atlanta, and would like to stay here, and they are based...

0
0
Asset Management in the Southeast

NSX

I go to a semi-target MBA program, and I'm looking to get into asset management. Which firms are some good ones to look into in the Florida and Georgia area? Thanks...

6
0
HELP! first ever interview!

ElaineSeinfeld

old post...

6
0
Morningstar/MBA to long/short buy-side

rosrefi

With a couple of years as an equity analyst at Morningstar and then a Top 5 MBA, how easy would it be to transition to a mutual fund or long-oriented hedge fund role? How bad is Morningstar's reputation in comparison to BBs/brokerage research houses? Thanks....

0
0
BlackRock Assesment Center

yeukso

Hi guys, I have an AC with BlackRock in London for PMG and I'd like to know if some of you had this experience before. There are no explanations of what's gonna happen that day on their email invitation so don't really know what to expect (GD, more interviews, more tests, tech interviews...). Thanks...

0
+2
Got a summer analyst position at a large asset manager. Starting to think of a lateral switch?

y2jerichoy2j

I had a superday where I interviewed with Fixed Income, Equities, and (last minute) Securities Lending. I was mainly interested in FI but only got an offer at securities lending. My main interest is in Asset Management and I'm preparing to take the CFA this June. My main question is how can I show...

85
+2
Job Search - Staffing agencies

natalia_kova

Hello, I'm looking for a summer internship in Asset Management, but in between grad school, preparation for the CFA exam, and a part-time job I don't have any time left to search for a job. My friend has recommended me to look for a job with the help of staffing agency. Does any of you have an expe...

47
0
Prudential's reputation?

FreeMarketer331

Does anyone have any thoughts on Prudential Financial? I'm considering applying for a position in investment operations - plan accounting. Anyone ever work there, heard anything about it?...

15
+2
Making a jump from sell-side

Simbi

So I have passed my two year mark in sell-side and have decided I am not interested in pursuing a long term career on this side of the game. Through interviewing, attending luncheon presentations and talking to people on the buy-side. I tend to notice that buy-side people really think differently, e...

12
0
Experiences with BNY Mellon - Alcentra

wlululu

Did you intern at BNY Mellon - Alcentra or do you know somebody who did and could you please share your experience? How prestigious would you rate the firm and what do you think about it? Is it somewhere you would intern? Thanks for letting me know, would help me out a lot....

9
+1
Head Hunters/Recruiters in San Francisco

bucky6225

Does anyone know of any good head hunters/recruiters in San Francisco specializing in Asset Management or private banking? I live in a different state and don't have any local connections so this may be the best way to go....

11
+3
Strategy Consulting to Asset Management

pointlesspodium

I am a recent grad looking for job and have been applying to lots of analyst position at many AM firms. No luck yet but I did get a position at a boutique consulting firm (think, http://www.consultingmag.com/article/ART830192?C=FDJMnuIrWSBjCi). We work with F500 technology companies. I am concerned...

10
+1
Deutsche Bank Achieve Sophomore Program

ActivistInvesting

Hello guys, I just wanted to inquire about the DB Achieve Program. On the firm's website, it describes Asset Management as the following: -Deutsche Asset & Wealth Management - offers investment strategies to institutions and individuals including high-net worth individuals (New York) As I did mo...

5
+1
Risk Analyst in AM

Rmoney591

Hi, I come from a non target school in Canada where I completed a bachelor of commerce. Currently working in government at a financial regulatory agency. I am an analyst responsible for risk assessments (market risk, credit risk, liquidity risk, interest risk) of financial institutions (credit uni...

2
+1
Merrill Lynch TFA / Investments and Financing

Chebyshev

I'm looking for some personal insight into the Merrill Lynch TFA program (Investments and Financing role). If you are currently in this role I would appreciate any insight into the program. * First, how has your experience been? What are some pros and cons? * On a typical day, what do you spend...

2
+1
Fidelity International Reputation

pursuitoffulfilment

Anyone have a take on Fidelity International's reputation? I'm referring to the non-US brand, not to be confused with Fidelity (FMR) the US brand. Is the brand seen as strong to work at? They seem to run a strong graduate program but would be very interested to hear opinions vs GSAM, JP, BlackRock, ...

2
+1
Career Progression from Back office Finance role in AM

PLawal

Hi Guys, I'll appreciate some solid advice here: I am a Business Finance graduate who now has over 4 years experience working in the Finance Operations department of large Asset Management. Having completed my CFA level 1 and planning on taking the next level, I am looking to make the move to the ...

5
+1
Lazard Asset Management Superday

naderal

Hey guys, I have a superday with Lazard Asset Management coming up on Friday. Have any of you heard of anything about their Superday? Anything would help - thanks so much!...

11
+1
Corp Fin to JPM PB?

Dabears50

Currently working as a financial analyst in a rotational corporate finance program. Any advice on JPM PB job, responsibilities, exit oops? My main traisnition goal is into ER. Could this happen down the line?...

10
+1
Credit Investing - Exit Ops?

gpvinv

Hi, This summer I'll be doing my junior year internship in credit investing with a big name firm. My prior internships are with a hedge fund and a PE fund. Let's say I get a full-time offer with the place I will be interning and accept - what are my exit options from credit investing there? Go to a...

7
+1
Any info on Blackrock Global Client Group?

delete account

Haven't found much info on them around here. Are they considered a FO AM or PB/PWM group? ...

4
+1
UBS Superday advice

dkim1984

Hello WSOers, I have scored a superday with UBS wealth and was wondering if you guys had any superday experience insights to add to how I am prepping. I am putting together 5 work challenges stories, nailing my two minute 'about me' speech, keeping updated with the markets, and using a guide from ...

10
+1
Summer investment management as a contractor?

Kerry-He1

I recently started a job at a large insurance company doing fixed income in their investment division. The problem is I realized I was a contract hire and I am actually employed by a 3rd party talent sourcing agency, which has “temporarily assigned” me to my current company. The contract is for ...

5
+1
Lazard Asset Management?

Fyr

I'm just wondering what are people's impressions and opinions about Lazard Asset Management and what's the culture like?...

3
+1
Pioneer Investments?

eltoro454

Does anyone know anything about this firm? Hoping to do buyside equity research or at least be involved in mutual/hedge funds in the Boston area. I've never heard of this company before but saw them come up in a google search. Any information about lifestyle, compensation, etc will be a huge help! T...

3
+2
Passive to Active

torchimp

I recieved an offer as an APM on a passive/indexing desk. Great job/pay and the lead PM is a solid guy from whom I can learn a lot from - I'd like to put in a solid 3-4 years with this team but eventually I would like to move towards the active side. What's my game plan?...

9
+1
Thoughts on Working at or Starting an RIA Practice?

Taylor12

What exactly is a Registered Investment Advisor? I know they get a 1% AUM fee. Is there any prestige in this field? Also, it seems like its a 1% percent fee for doing absolutely nothing? How hard is it to start one? Any thoughts about this topic would be appreciated. Thanks...

5

Pages