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+52
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...

82
+45
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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+30
AMA: equity research analyst at top 3 AM

ridingthebullwave

**Note: as of 07 31 18 I will no longer answering q's on this AMA. Thanks for your questions and I hope some of the responses help.** Before I started in the industry I used to (somewhat anxiously) trawl <abbr title="Wall Street Oasis">WSO</abbr> for hints of what...

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0
PWM roles: Senior Analyst vs. VP

ap0258

Hi, I was asked this in an interview and wasn't sure how to answer it as I am not so clear in the distinctions... I have worked in Asset Management, but in a rather smaller firm where it was me and the PM only. I was asked how I'd describe the difference between the responsibilities of an analyst...

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0
PanAgora

Jakke

Can anybody share some insights on Panagora? - ranking/standing of the firm in the industry - is it more a hedge fund or a mutual fund company? - what pay (salary + bonus) to be expected in research and later as a portfolio manager?...

0
0
PWM Internship - How to find out?

evilmindbulgaria

I'd like to know if most of the PWM internships are paid. Do they state this right away or how do you find out? I'm talking about positions not posted online, especially those in smaller, local firms. Thanks!...

4
+2
Acadian Asset Management?

ferver21

Hey, guys. Anyone know anything about, or have experience with, Acadian Asset Management in Boston? Culture, reputation (how good will this look on my resume!), if they have a training program for undergrad interns? I am a junior attending school outside of Boston, and am trying to get an undergra...

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0
Questions on BB PWM

elizabethdior

Hi, guys. I have a great interest in PWM, and want to see if I have a chance to get a FT offer from BB private bank. I am from an ivy school, and majoring at economics. Previously I had internships at a mid-sized investment bank, a venture capital company with 100million usd, and PwC. All of those i...

1
+1
Mutual Fund: A day in the life.

Ambition

Hey all, WSO has given me a lot of information about the Hedge fund, Investment banking, Private equity, and Venture Capital industries. WSO actually help me get an internship of my dreams as a freshman (VC fund in SF) . I cannot seem to find much about Mutual Fund things here. 1) what is the pat...

62
0
Harvard Management Co. / Tuition Reimbursement?

redroover1

All - wanted to see if anyone has any details about the tuition reimbursement program that HMC mentions on its website: http://www.hmc.harvard.edu/working-at-hmc/index.html I'm specifically interested in whether they would reimburse you for classes at HBS and on what terms. Also, does anyone have...

0
0
Do recent grads desire to be an FA or broker anymore?

jeffsmonte

Simple question... Does anyone desire to be an FA or broker anymore? I have been in the field for almost 2 years after recieving my BBA in Finance. Currently a registered broker at a firm with $80b under management. It seems as if all the recent grads/ recent young hires ive come across fall und...

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0
JPMorgan PWM Questions

mclaren686

I have my sights set on a career in PWM. I would like to stay with my current company, JPMorgan Chase, because I love it here. I graduated in 2008 from a state school with a top business program (10-15th). Because of the economic climate, I was unable to find a "real" job until a year later. Now...

15
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BlackRock-->B-school?

helene

hi guys: just wondering if i can get your takes on BlackRock's PMG analyst program. If i work as a PMG analyst there for 2-3 years, does this set me up well for business school? in addition, i'm considering law school and business school (JD/MBA), do you think working at BlackRock and getting some ...

10
0
FI Reporting role

bean

hey guys what wondering what a "common" exit opp for a Fixed Income reporting analyst at a AM was? after a year or two working with PM's, Research analyst, traders, quants etc...would this background be attractive to make the jump into either trading or research??? thanks ...

4
0
The CFA Experience - Blog

mohammad.belaal

My journey to CFA started in February 2011. I passed CFA Level I in June 2011 in first attempt. The episodes on the blog unfold my experience of my journey towards the Level II exam. A part from posting quick summaries of the topics I share interesting articles which relate to the the topics covered...

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0
You might want clawback with this bonus

DarkPool

Ergo (division of Munich Re) has given their top salesmen and executives an orgy in a Budapest spa as reward. There were approximately 100 men from Ergo (mostly old guys) and 20 prostitutes. The prostitutes wore colored armbands to signify their availability. Some were exclusive only for "higher per...

4
0
Should I consider a financial advisor/PWM career if I have connections?

Buckeye2390

I realize that PWM is generally looked upon as a freshman summer internship gig, but what about as a career? Here's my situation: about to graduate college in June, and two options: equity research analyst job, or PWM in my home city (large city) where my family is very well known and connected (no...

9
0
Anything I should know for Auditing of Financial Institutions

duluthaccountant

I will be starting as an assurance associate at a Big 4 coming soon. I am in a group in which the clients are primarily Asset Management and Hedge Funds. I have done a busy season before and have some familiarity with auditing and accounting and am wondering is there anything I should know that I wo...

2
0
why don't BB's manage equities, reduce trading cost?

3pimix

i'm trying to understand why a firm like JPMorgan's Asset Management department wouldn't just manage equities in-house instead of outsourcing it to hedge funds or mutual funds wouldn't the trading cost be lower? also, if they were underwriters for an IPO, they can get an amazing price on it. inste...

9
0
PWM interview case study at a $2bn+ AUM firm.

ap0258

Hi all, I am being called in for a second round interview at a relative large (over $2bn AUM) PWM firm for a Senior Analyst interview. I have been told that I will be given a case study to do in-person. I wanted to know what to expect from this case study test? Anyone given one of these? Thanks f...

3
0
What's worse? Sell-side Equity Research OR Fund of Funds??

NYCWall

What's worse? Sell-side Equity Research OR Fund of Funds??...

5
0
TAA

joey joe joe shabadoo

Anybody here have experience in tactical asset allocation? I've googled this obviously, but wanted to see if anyone here could provide some feedback. Thanks....

1
0
AllianceBernstein question

bean

Was wondering if someone could provide any insight into the Product Management Associate position at AB...or a Product Management position anywhere else for that matter...my feeling is that its a hybrid between a sales/operations type of role (pls correct me if I'm wrong?) also the general culture/...

5
0
BB Investment Management SA First Round Phone Interview

alphabova

I have a first round phone interview in the coming weeks. What can I expect...Valuation? Markets? Resume grilling? Anyone with prior experience please throw in your thoughts. Thanks. ...

5
0
J.P. Morgan Private Bank in Century City - Exit Opps and Culture?

wickerman

Anyone have any insight into J.P. Morgan's Private Bank in Century City? Exit Opps Pay Culture I thought it would be a good starting point to get to a good MBA program or maybe investment management down the line. I will hopefully be sitting on the investment desk and also am in the process of get...

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0
Getting macro right vs. individual stock selection

jankynoname

If you could choose between either getting the macroeconomic trends right or the individual stock selection right, which would you choose? It seems to me so much of earning "excess returns" in investing is derived from getting the macro picture right, and very little is derived from choosing Coke o...

12
0
PWM Job Security

thedude12r43w

Hey everyone, Background: I'm currently a junior at Emory Goizueta setup to do a summer internship in accounting but am exploring some alternate career paths. I am interested in staying in Atlanta. So I've been reading some posts about PWM/PB and see that the salaries are good with 60-70k base and...

6
0
Goldman AM Controller Vs. E&Y Capital Markets Advisory

chi-cho

I really need your input. I'm an international student, a junior, at a non-target school that had an audit internship at a big 4 firm for the summer and a BB in financial control, BO derivative trade support, right now, till april. Next summer, a BB (Goldman) offered me a position in their Asset Man...

5
0
Job description, can this lead to something better?

runthetown

The title of the position is "Investment Analyst" but I'm not sure about the group. This individual will assist more senior analysts in the selection, evaluation, and on-going monitoring of external investment managers. In addition, this individual will assist in the creation and review of quarterl...

5
0
Leveraged Finance/Underwriting

Sal734

Hi everyone, Just wondered what the general opinion on National Bank of Canada is in Canada (Toronto). I have about 8+ years in leveraged finance (underwriting, restructuring and syndications) and am being pitched an opportunity at the Bank. I am new to Canada so would like some views if possible...

2
0
Value at Risk on the buyside

wadtk

Guys, I understand what VAR is etc. etc. but, to me, it seems much more relevant of a statistic to the sell side than buyside. Can someone please explain to me the value the VAR statistic can bring to a bond portfolio manager? ...

4
0
Preparing for AM/IM

excelsior

I am a econ major. Whats the fastest way to learn about the basics of financial analysis, valuation, modeling needed for a job in AM/IM? Would buying the CFA books and studying off that prepare me enough, or do i need to dig into some textbooks on valuation (i have heard about damodoran's stuff) / W...

2
0
When does your vacation start?

helene

Hi AM monkeys: I was wondering if you can tell me when does your Christmas vacation start this year? I'm an undergrad who's trying to go in for an interview--the HR asked me what is the best time, and I want to make sure that I go in before people started to leave for vacations. Thanks!...

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0
Please delete...

atwnsw

Please delete...

5
0
Equity Derivatives used in AM?

notyetamonkey

Hi, I'm new to AM area. I wonder if large AM groups like BlackRock and Vangaurd use options, dividend swaps or other equity derivatives to invest? Is there any regulation rule keeping the funds away from these instruments? I had a look at BlackRock's website, it seems that they have "fundamental ...

2
+1
Is Asset Management a Productive Field

BANKING100

Hi, I am considering choosing to work in Asset Management and have a couple of questions about the field. I would appreciate it if someone could respond to them. 1) How hard is it to succeed in asset management, and say to become a portfolio manager one day? Do most/many people working in asset mana...

9
0
Whats the difference between fund of funds and endowments

wailea

So whats the difference between the two? I heard Fof has a bigger focus on fund rasing, but from investment perspective, should be very similar. What a difference would it make for a junior analyst then? Thanks so much ;>...

3
0
AM Phone Interview

hockey1316

Hey I have an interview/question session with a VP at Pioneer Investments tomorrow and would like to be prepared....anything I should definitely know ahead of time and what are good questions for AM ? I have mainly done sell-side so Im out of my zone with this one...

4
0
AllianceBernstein Equities Rotational

YGCS

I might have a final round with AB in a week. Here is the description. Can you tell me if this is a good opportunity? It is a 2 year program with possibility of promotion depending on firm needs and candidate interests. I want to do buyside research/PM in the long term. Would it be better than tak...

7
0
Breakfast with Dave

milehigh54321

Hey WSO, I was wondering if anyone who has access to David Rosenberg's "Breakfast with Dave" would mind sending me today's issue or summing up his comments on: "Earnings … some clouds on the horizon?" "Good news … but with some caveats" Appreciate it...

5
0
Created Model with Decent Returns...Seeking Advice!

stayhungry

looking to get some advice on a model I've created that seems to be a bit different from the other ones in previous posts. im an analyst with a few years of experience at a long only fundamental based shop but I've built a model that is purely quant in nature and wouldn't be given the time of day ...

8
+1
NYLIM Question

duke611

I have an interview coming up for the NY Life Investment Management Analyst Program. Does anyone know anything about NYLIM (reputation, salary, etc.)? How about the prestige of NYLIM's boutiques like Mackay Shields, NYLCAP, Madison Square Investors, etc. Thanks....

3
0
Info. on fund of PE funds port. construction analyst job

ProspectiveWageSlave

So I have an interview coming up for a portfolio construction analyst position at a large PE FoF (10B+). I looked the company and FoF information up here, but the information is generally pretty dated, and not generally related specifically to portfolio construction. If anyone could give insights ...

0
0
Morgan Stanley Investment Management Vs MetLife International Investments

dman45103

Hey Y'all Received an offer from MetLife Investments. Particularly, an analyst position with the International team within portfolio management. During my final round they really blew me away with what appears to be a fantastic culture (that ex Met employees confirmed), very reasonable hours and ...

7
0
Bank of America GWIM Analyst offers

avireddy

Hi I had an interview with Bank of America Global Wealth Investment Management for Global Client coverage group Analyst position. I was wondering if anyone had received any feedback after your final round interviews. I had my final round on October 18th but still have not heard from them. The last ...

8
0
Thoughts on professional resume writers

vitaminc

Hi all, Just want to get your thoughts on spending money to have resumes rewrite by HR professionals. I've never done it before and I survived to today and made co-PM in a small mutual fund. But the field of job search is becoming narrower and more focused. And honestly speaking my resume is a...

2
0
Wealth Management Magazines/Periodicals

dkim1984

What's a good wealth management magazine? -or, if none exist- What's a great overall editorial that focuses on banking? I'm so far looking to subsribe to Euromoney but that's it so far...

3
+2
Good Fixed-Income investing book?

bertcamel

What are some good fixed-income investing books? I have the CFA curriculum, which provides a wealth of information, but I'm looking for something a little less academic. Topic of interest include: distressed debt investing, ABS and other structured products...

69
0
CFAI EOCs?

Wikster79

In perusing forums for the L1 test in December, many people are mentioning to do the CFAI EOC questions. Does anyone know what the hell these are? They are making it sound like it is some form of "Q-Bank" or something that CFAI has, but when I called them they were clueless......

11
0
UBS AM vs CS AM

isic

Ok guys, both roles are junior portfolio management roles with identical responsibilities and scopes.. which one is better?...

7
0
How much to pay new Associate?

DUDEnoway

Hey guys, I am just wondering what your thoughts were on this. How much should I start the entry pay at my firm for a new associate? I want this person to help me build the in house research portion of my firm. Should have somewhere between 5-8 years experience from another reputable firm in th...

12
0
Morgan Stanley Investment Management Analyst

el_penguino

Has anyone been through a MSIM Full-time Analyst interview? I have my first round on Tuesday (10/25) and would love to eventually land this offer. As we all know the job market blows at the moment and this is one of the few great opportunities out there through my schools OCR program. Any suggestio...

15
0
GPA requirement for blackrock and blackstone

notedata

what's the usual GPA requirement for BlackRock or Blackstone?...

19
0
PWM afterlife

dkim1984

So I'm finding myself more intrigued by Private Banking, but I'm not 100% sold on it yet. I'm in the first year of my MBA and my biggest concern is using my only summer for a PWM internship, realizing I don't really like PB, and then not knowing what the next move is. Can I leverage my PB skillse...

4
0
Company analysis what is it good for?

Cromwel

Do really analysts dig deeper on financial statements to perform an analysis about a company to make a buy, hold or sell recommendation? But why bother if financial statements are black boxes cooked by the management for the benefit of the management, and do not provide much relevant data about the...

10
0
Math involved in portfolio management

PMonkey45

as the title suggests, which is the math level required to succeed in PM? 1) + - / ? 2) adv time series, VAR models, adv stats, mult calc 3) differential eq (B&S model and over it) actually i do know adv math but i'd like some insight on the math required on daily tasks. thanks in advance! ...

3
0
AManagers day in life and salary

PMonkey45

So, got adv degree, got CFA lvl 3, currently taking a master in Finance, no work exp. If i were to look into AMs day in life and salary, what will I find? How many hours? daily tasks? Salary? hierarchical careers?...

0
0
8th Wonder of the World

Anonymous Monkey

"I'm sure every student or practitioner in the world of pro finance has been fascinated by the compounding of interest. Never did I imagine the mathematics of compounding ever being translated into practice. How can compound interest happen at the institutional level? Einstein called it the 8th w...

11
0
Balance Sheet of Asset Management Companies

shd2109

Hi guys, 1. Let's take a balance sheet of any Asset Management company (Aberdeen, let's say). Now, we all know that Aberdeen largely invests investors' money and not its own, how does it make its balance sheets? Why do investments still appear even though the investments don't belong to them? 2. H...

1
0
Difference between 3 way and 4 way give up agreements in Futures Clearing

IManager

Hello everyone, Just wondering if anyone can clarify the difference between a 3 way and a 4 way give-up agreement in the context of futures trading/clearing. Just to give some context. we are a public fund and one of our external fund managers requires futures trading for interest rate risk manag...

3
0
What Guide should i get?

Angelus99

So I'm trying to get on a desk within Capital Markets and im trying figure out what i need to study and what guides would prove useful for any networking conversation. I have access to huge list of bb MD and ED names. Any suggestions would be much appreciated. Thank you...

3
0
ETF tracking error

Cromwel

Anyone can tell me please, why there is such a wide gap between the FTSE250 index and the ETF that tracks it (ishares FTSE250) with the symbol MIDD on a daily basis? That cannot be observed with the FTSE100 and the ETF that tracks it (ishares FTSE100) with the symbol ISF....

3
0
Asset Management - STRH Superday

THE PsYcHoLoGy

Hey guys, I have a couple friends going to the STRH portfolio management super-day this weekend, and I was wondering if anyone has any advice as far as the types of technicals go or how the STRH AM process goes in general? I had 3 IB super-days, but I know these are very different so I couldn't giv...

0
0
Harding Loevner Info???

bean

Have a phone screen coming up soon... was wondering if anyone had info on Harding Loevner (pay/culture/interview questions etc...) wasn't able to find much info in the past threads any advice would be appreciated thanks ...

1
0
Inflation and Central Bank balance sheet

ryenLOL

I have a quick macro question for all you macro geniuses on WSO... How does the amount of Treasuries purchased by the People's Bank of China affect the inflation rate in China? ...

3
0
Is the Endowment Model Broken? - Conservative model

brooksbrotha

Of the past 11 trading days, 10 (including today) have had triple digit moves, making this one of the most volatile times in history for the market. I've been watching Bloomberg and CNBC experts discuss how to safely invest in this time and have heard everything from "pull all assets out" to "buy hi...

4
0
Is the Endowment Model Broken? - Triple digit moves

brooksbrotha

Of the past 11 trading days, 10 (including today) have had triple digit moves, making this one of the most volatile times in history for the market. I've been watching Bloomberg and CNBC experts discuss how to safely invest in this time and have heard everything from "pull all assets out" to "buy hi...

1
0
Question about Swap Spread

eronas

i do not know whether it is suitable to post my question here, but if anybody can clarify this question ,i would be very appreciate. when the treasury yield curve spread becomes large (10-yr minus 2 yr ), the market expect the forward rate go up ,as for the LIBOR, so the swap rate also increase, bu...

6
0
Capital Market Technology.

FinanceTherapist.

I recently gained a new patient, who is in the business of Asset Management for a "hedge fund" as they put it. I won't talk about the details of their problem(S), since that is a big "no-no" in my business. But they kept talking about "Capital Market Technology". I only know the basics of Capital ...

2
0
Fidelity Email Structure

ewlang

Anyone know? Ive looked all around and can't find. Thanks....

5
0
GSAM - Offer or No Offer: Please Help

shd2109

Hi guys, So here's my situation: I interned with Goldman Sachs in their Asset Management division this summer (my sophomore year summer). When my internship ended, my manager sounded pretty satisfied and happy with my work and even asked me to come back for part-time work if the HR approved it. He...

5
0
Top PMs at Long-Only Asset Managers

wannabe2013

I'm wondering how a typical PM at a long-only firm is compensated. If it's typical at HF's to give a PM half (or a smaller portion) of the 2/20, then what is the structure at places like Fidelity, Wellington, BlackRock, where fee structures are different? Does anyone have any knowledge of standa...

6
0
Resource America/Apidos Capital Management

fulltimefollies

Does anyone have any insight regarding Resource America, specifically their Apidos arm?...

1
0
Comp question

prnz

How large are bonuses as a percentage of base salary in the investment management division of the larger banks in NYC? Are bonuses in the investment management divisions more secure than in the IBD because fee revenues are more predictable? Thanks!...

0
0
apply to AM or get Masters?

panthe0n

I was wondering if it would be possible for me to break into Asset Management or VC? Is it easier/more difficult to apply for than ibanking? I just finished a degree in Business/Cell Biology at a liberal arts state school (known mostly on the east coast) this summer. Since I was working on mostly...

0
0
Why do people use asset managers? Newbie question

IHAVEABIGHEART

My question is basically why do people use asset managers considering that they underperform? I remember from my finance class that a lot of studies were done on performance of mutual funds and etc. and the conclusion was that a person is better of with index fund. That is the conclusion of both ...

17
+3
Private Banking (ultra high-net worth wealth management). What can you tell me about it?

Bankn

I'm looking into a Private Banking Analyst position at J.P. Morgan. I'm a senior at a semi-target, and I've worked in PWM before. I'm curious to know: -How does private banking differ from general wealth management (besides just the pure dollar amount needed to be a client)? - How actually "an...

38
0
Asset Management - Did IB SA at a boutique

techiee

Hey guys, My story: did IB SA at a boutique and didn't get the FT offer. Applied to loads of IB graduate progs but all are on hiring freeze. I decided to look at AM. I have good Alumni base and am thinking of networking with them.. But I don't know much about AM, requirements, job responsibilities...

3
0
PWM Salary and Bonus post-MBA

SDBall22

Does anyone know what the starting base is for a wealth advisor right out of top 15 B school? How about the bonuses? Thanks....

2
0
Pay structure at BB PWM? + other relevant questions

Ravena

So, just to clarify the pay structure of PWM at a BB (UHNW) is your salary/bonus tied to the money you bring you? I keep thinking that if you land a PWM gig, convince some people to hand over their money to you, then you receive a form of commission based on how much you have been able to bring in...

4
0
Investment Management or Medical School?

germancrownr89

I recently graduated this past May with a B.Sc in Biology. I am currently in the process of interviewing at prospective M.D. programs... Since my senior year of college, I have contemplated making the switch into finance. After performing several clinical internships this summer and communicating wi...

12
0
Typical questions

chill101

About to start interviewing at a couple investment management places as a senior graduating this May and was wondering what type of financial metrics were fair game? Do they expect you to be able to go pretty deep into balance sheets and CF statements or is it pretty much the basic P/E ratio, PEG, ...

5
0
Is a BA in Econ and a CFA enough education to make it in AM these days

imnottheonlyone

Put it this way, what percentage of jobs in AM can someone be "qualified" for with these credentials. And how likely/possible is it to be at the top of one's field with this level of formal education....

7
0
Swiss Private Banks - Top 20

Recap

Hey guys, So, the BBs tend to be in the top 20 when it comes to PB, but where do the elite Swiss Banks place (e.g. Julius Baer)?...

11
0
Is this LevFin or Portfolio Management?

technoviking

I'm aware of what Leveraged Finance at Bulge Brackets banks consists of, but also have a friend at a well-known boutique bank who apparently works in LevFin too. However, his bank only purchases debt from these companies, rather than the structuring of said debt, etc. Its more of a portfolio managem...

3
0
PB Operations

smc205

Hey guys, I have a fairly urgent question: what does a junior operations professional actually do on an every day basis (in a private bank)? I know it sounds slightly odd, but I actually couldn't find any definite answers. For the record: I do know what operations is for in a bank, but since it see...

1
+1
Mesirow Financial Chicago - Previous experiences?

livingthedream86

Does anyone have any experience with Mesirow Financial in Chicago? Specifically the Investment Management Division? I'd be really interested to hear about your experience. How is the culture? What can an entry level analyst expect for base salary/bonus? What kind of exit ops are there? Really ...

25
0
How do you get a Merrill Lynch PWM internship?

heyhey13

Been reading about it on here a lot about people doing it over the time. However, when I go on their website to find more info, I cant really find anything. Are these internships generally only given through word-of-mouth or someone passing along a resume?...

4
0
Want AM Entry Position. Help/Advise me on how I stack up?

altAWG

Guys, I am new to this forum and was looking for some advise on my career path. I am currently entering my Senior year at Boston College with a 3.75 Overall GPA, majoring in Finance and Accounting (major GPAs are higher). I am also interning at a Big 4 this summer in Audit, where I have been offere...

15
0
Goldman Sachs HFS

nautique1064

Hi all, I was wondering if anyone had any specific information on the GS Hedge Fund Strategies group. What skill set will you pick up from this group? How is the compensation for analysts/ associates/vp/md? Also, how are the exit opps for someone coming out of this group? Thanks!...

1
+2
Buy Side ABS Analyst

fmjohns

This may not be appropriate for the IB forum but it has the most activity. I have an interview for an ABS Jr. Analyst position on the Buy Side at a large AM/Insurance/Fixed Income company. If you think about it you can probably figure it out. I’ve been a Financial Advisor/Analyst on a wealth mg...

2
0
Internship Wasted My Summer... Now What?

IBankAllDay

So I interviewed for a BB PWM internship in late May. I didn't hear from them again until mid June when they told me I got the position and I should be starting in a week or two. They were just waiting on contracts to give me before I started. These contracts didnt get to my house in the mail until ...

10
0
Fixed Income AND equities for interview prep?

Recap

Hi guys, I'll be applying for FT positions this fall and I'm just brushing up on my markets knowledge. Not sure if I should be going in depth on both Equities and Fixed Income? I'll be applying to most of the top AMs (BlackRock, Fidelity, Aberdeen, etc...). From what I've understood, BlackRock is ...

0
0
Z Score

nauprillion

Could someone please explain the parameters of the Z-Score formula? Cheers Phil ...

3
0
Wealth Management Rotational Programs

cfman

Hi there - I appreciate all the info available on this forum. I'm just interested in finding out about rotational programs within the wealth management division of banks. From what I can find out, Deutsche Bank & UBS have these programs. I'm not sure if any of the other firms do. Just wondering...

1
0
Asset Management Firms - Headed into my senior year

chill101

Hey Everyone, I'm heading into my senior year and looking to get into Asset Management. I've compiled a list of asset/investment firms/hedge funds, ect. that I want to get more info on and apply to coming this fall. However, I was wondering if people might list some more well known asset managers...

17
0
Starting out in AM?

houseofcards

Just wanted to get the thoughts of some of the experienced guys on here about starting out in AM. Can you get a buy-side research role at the junior level (no MS/PhD) that allows you to be involved in investment and portfolio strategy (not just number crunching)? What you would recommend for someon...

4
0
CAGR v Aunnualized Returns

seanjames198142

Can anybody out there tell me the difference between CAGR and annualized returns?...

7
+1
Advice to help me out of the BO puh-lease!

backofficebandit

Can anyone give me solid advice to help me get the hell out of the BO? I don't want to be PM, but I want to do something more meaningful -- Product/Account Management or Sales. Here is my dilemma in short: - I have > 12 years work exp, am I too old now? - My work experience is mainly BO techno...

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