Silver BananaTopicReplies
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Municipal Bond Fund or Equity Research...What's up WSO? I am a 2nd year credit analyst at a rating agency (S&P, Moody's, Fitch). A few of my friends on both the corporate and municipal sides of the business have been able to get offers from bond/credit funds after about 3-5 years at a rating agency. Given that I am on the municipal side o...
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Wells Fargo and Company - Review - GeneralistThey fly you into St. Louis for orientation and they take you to a baseball game. A lot more chill than a bunch of other banks from what I've heard, and you definitely get the corporate vibes.. Company is in the news lately for scamming customers, so it may not be a good dinner topic conversation to...
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Regulatory Analyst to Portfolio ManagerHello Guys, I would like to become a Portfolio Manager in the future and would like to get some helpful tips. A bit about me.. I am a recent graduate who will begin a role at FINRA as a Regulatory Analyst this summer. I did not get an offer from MS or GS and took the next best thing. I am taking CF...
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duPont Trust FOF role?Hi all, What are your thoughts about this role with duPont Trust (AM with 17b AUM)? It looks like an FOF to me, meaning working there would not develop any direct investment skills. However, I'm curious what valuable skills I could take out of it given a 3-4 year rotational program in public and pr...
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BlackRock - Interview - Asset ManagementMost of the questions were fairly standard and the interviews felt more like a conversation than a probing interview. What are the top 3 biggest ways you differentiate yourself from other candidates. What would you do with a balanced portfolio given current market conditions? Would you scale cert...
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Currently working in investment consulting - what are the chances of getting a job in asset management?Hi All, Happy Saturday! I'm currently working at an investment consulting firm (advising DB pension schemes). My day-to-day actives are client-focused and consist of reporting on the performances of investment managers, asset transfers and other ad hoc duties. I've been at my company for about nin...
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Wealth Management Research AnalystWould like to get your thoughts on being a research analyst for a wealth manager. The position would entail doing third party manager research and due diligence. - How are wealth management research analysts viewed, given financial advisers are at the front of the business? - Are the skills learne...
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Crestline Denali Capital - Interview - Asset ManagementDelete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies.Delete. Public Media Policies....
Deutsche Bank - Interview - Asset ManagementNo unexpected interview questions, really felt like an open conversation where the interviewers tried to get to know you better. Given current market condition, what would be your portfolio allocation over a 1 year investment horizon to achieve a return of 5% with min. volatility? No false answers,...
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Kaplan CFA Level 1 study packageI'm a junior in college (major in finance/minor in accounting) taking the CFA level 1 in December 2018 as a senior and I am looking to invest in a Kaplan Study package that will benefit me the most. I don't have a lot of disposable income so i want to make sure i choose the right package. Is the 'Es...
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What's a good salary for internship as an analyst in an asset management firmHi all, I interviewed for a internship as a financial analyst with an asset management firm in New York. However, the salary I am offered is 20000 USD for a 12 week period. The portfolio manager who interviewed me told me that I will interact with everyone in the team. I was concerned about the sa...
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BNY Mellon - Interview - Private Wealth ManagementEvery questions was pretty standard. General questions regarding experience, markets, career interests and what I was looking to get out of the role. I met with 4 individuals at the firm, and all of them asked questions that were quite similar. It is an entry level role, so I was under the impressio...
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Bill and Melinda Gates Investment (BMGI) SeattleWondering if anyone out there has had experience with BMGI (Cascade Investments), the private asset management office for Bill Gates and his foundation, particularly regarding the summer internship experience. It's extremely hard to find much info out there due to the secrecy and low profile of the ...
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Russell Investments - Review - WholesaleGreat culture, distinctly West coast vibe. Strong mentorship for younger employees. Good reputation and brand. Very accommodating of personal situations and work/life. In a good position to take advantage of retail industry changes.. Gap between old timers from the 'good old days' and new employees...
BlackRock - Interview - InvestmentsHow would you allocate a portfolio given the current economic and market conditions? "Pitch me a stock" "What do you know about the company and the multi-assets group? Some of the most difficult parts of the interview were how in-depth they go on some of my resume line items, such as digging into my...
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Investment Management Work/Lifestyle CultureHi Everyone, I'm currently exploring my career options in finance. Investment management seems to be a possibility, but I am not too sure exactly what it is. From my understanding, there is PWM (basically financial advisors) and portfolio management (hedgefund, etc). My questions are: 1. Am I mis...
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Asset Management Sales - SA and Exit OptionsI have an offer for sales and marketing (not placed in a specific department as of yet retail/workplace/institutional) for a large AM in London, but I'm not very well versed on the AM industry in general and how a role in the distribution/client relationship side ranks alongside AM investments and a...
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Goldman Sachs - Interview - Private Wealth ManagementWhat are three positive things and three negative things your roommate at school would say about you? I was asked about a specific reference from the book "Blink" which I had mentioned was the last book I had read. Took me off guard since even though it was a common book, I was not expecting the in...
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Associate at a CLO Fund moving to Direct LendingFirst-time poster here. I an Associate at a small CLO fund (~$2bln in AUM) and my job responsibilities include screening new credit investment opportunities in the primary and secondary broadly syndicated leverage loan markets (non-investment grade), as well as managing my current portfolio of credi...
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BNY Mellon - Review - Equity Researchgood w/l balance. senior analysts very happy to spend time mentoring associates. Being part of a larger corporation had its pros and cons though.. Culture of cost cutting and change for the sake of change at the parent company. Recently changed CEOs so could change....
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Intern AM United StatesHi everyone, I'm a student of a Swiss University (one of the most known for Master in Finance). Next year will be the last one of my Master and I want to find an internship (at least 3 months, 6 better) to complete my studies. My goal is to get an internship abroad, in particular in the US. It woul...
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AM internship to Fixed Income roleI will be interning at a small AM that deals specifically with credit markets/debt in Chicago this summer. I'm wondering if i could possibly leverage this opportunity to work in a fixed income analyst role in the future? It is my first internship and my goal is to eventually move into an analyst rol...
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Pimco Product Analyst FT 2018 Did anybody that applied to the Product Analyst FT position at PIMCO receive an email from their Campus Recruiting Team asking to respond back within 24 hours with location preference? i.e. to pick between Newport Beach or New York. It wasn't an option on the application so i'm trying to understand...
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Any learning materials recommendations for an equity research intern at AMC?Hey, guys! I'm gonna start my internship this summer in one of the biggest asset management companies as an equity research intern. But I had little experience regarding this position in the past. And they told me they couldn't say for sure which region or industry will I cover, because that will ...
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TD Bank - Interview - GeneralistIf Oil prices increased by x amount of dollars, which countries stocks would be affected the most? ...
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How much is a CCTS worth? Certified Corporate Trust Specialist (CCTS)I was hoping to compare the value and exit opportunities provided by the following: -CFP -CFA -CCTS (Certified Corporate Trust Specialist) As well as other certifications my employer might pay for....
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UBS Private Wealth Management - Review - Private BankingNot many, nice office views and colleagues. Benefits insurance etc were above average for my experience level. Poor employee morale. Limited upward mobility. Managers we're notorious for blocking internal transfers ...
JP Morgan Securities - Review - Private Banking-pay really well compared to other banks in the area -good experience to learn from the team of advisors. -you have to do all the work no one else wants to do - you're an intern for awhile -don't have your own client book...
Goldman Sachs - Review - Asset ManagementGreat team, very collaborative, challenging environment . None ...
Northwestern Mutual - Review - GeneralistNorthwestern Mutual offers plenty of opportunities to young, ambitious potentially full time employees. This gives interns the ability to learn and gain real world experience. . The recruiting structure is somewhat reminiscent of multi-level marketing. They expect you to recruit family and friends i...
Bank of America Merrill Lynch - Review - Private Wealth Managementsupervisors were generally pleasent to work with, the training gave a good overview of what could be exected if coming into simlilar role full time.. Wealth management isn't enjoyable/fulfilling/difficult. Much of the work seemed like to be implemented nationwide without much consideration to local ...
KPMG - Interview - Transaction Advisory ServicesAccounting questions of course (financial statements: links between the 3, examples, little cases, working capital, consolidation...) but also some valuation rudiments, which was unexpected since TS teams don't do it (only the principles of the methods). Also important to know what are doing the Tr...
Prudential Capital Group - Interview - InfrastructureWalking the VP through a balance sheet and income statement explaining how everything flows and evaluating what type of company it could be based on the given info. Analyzing which investment would be best given a certain situation i.e. hurricane prone environment. Walking through a cash conversion ...
Goldman Sachs - Interview - Investment ManagementNothing particularly difficult- very situational, i.e. "what would you do if____" that let you tie together previous experiences with exemplifying your personality. One thing to note that could be considered "difficult" was their questions were very wordy, and there was the possibility to misinterpr...
Ameriprise Financial - Interview - N/AAs mentioned earlier, it was all just easy get to know you questions. But, the investment specialist asked me a few questions about my knowledge of specific software that the company uses such as Thomson Reuters and Morningstar. But, being my first internship in business I had no real experience wit...
Wellington Management - Interview - GeneralistOne of the interviewers asked me some brain teasers. The one that I remember is: how many hospitals are there in the United States? I can't think of any particularly hard questions, since most of them pertained to specific stuff I had on my resume. Since this field has a stupid min character requi...
Merrill Lynch Wealth Managment - Interview - Wealth ManagementOverall, this interview very easy with very few curveballs. They asked about everything on my resume, both curricular and extracurricular. These questions were not structured in a very abrasive way, however. They were just simply interested in getting to know me. They paid particular attention to my...
Dimensional Fund Advisors - Interview - Global Data1. First, I need to explain what is single factor model and explain Fama French model, and explain what are the factors. After explanation, she gave me different scenarios about if clients want this or that how should you adjust your portfolio based on the model. 2. Explain your projects in mos...
Harvey and Company - Interview - Mergers and AcquisitionsWhat is your favorite class and how would it help you with your work here? I never thought that Harvey and Company or the recruiter would care about my class and that was one of the behavioral questions I never considered preparing for and was caught off guard, especially with its more traditional f...
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JP Morgan Winning WomenThis thread is for undergraduate students currently applying to the JP Morgan's 2018 Winning Women events in NYC and Chicago. Feel free to follow and/or post if you're in another division as there might be similar recruitment timelines. JP Morgan Winning Women Overview JP Morgan's Winning Women pro...
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Brookfield Asset Management - Review - InfrastructureGreat deal flow, exclusive deals which cover many sectors such as property, construction, oil & gas, intelligent people. Culture is a bit dry, people are workaholics and don't really have hobbies outside of work, pay could be better...
Dimensional Fund Advisors - Interview - Portfolio ManagementThe most difficult interview questions asked were related to SQL/VBA coding, but that was because I had said I was quite familiar with it. They also asked how one would track momentum and why that factor is not included in the fama french model. Just make sure you know the investment philosophy and ...
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PIMCO PREP (New York/Newport Beach) 2018 ThreadJust heard back from HR informing me that I was accepted to PIMCO PREP sophomore event taking place in April. Any fellow participants this year? Has anyone participated in this in the past?...
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Putnam Investments - Review - Fixed IncomeGreat work-life balance, incredibly collegial team with an outstanding manager, genuinely feasible opportunities to advance down myriad paths if you bust ass and make solid relationships. Little to no continuing education on the job, i.e. skills builders. Pressure from clients filters through nearly...
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How to prepare for Summer research analyst position at an investment management firm?I recently took an offer for a four month work term as a research analyst an investment firm. I am hoping to impress my higher ups and leverage this position into further work terms, and eventually a full time position once I finish my degree. I have a few weeks before I start and would like to get...
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How to prepare for Summer research analyst position at a large Canadian investment management firm?I recently took an offer for a four month work term as a research analyst an investment firm. I am hoping to impress my higher ups and leverage this position into further work terms, and eventually a full time position once I finish my degree. I have a few weeks before I start and would like to ...
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Goldman Sachs - Interview - Private Wealth ManagementNothing was too out of the ordinary. They asked me why I wanted to be in Miami and why I wanted to do private wealth management. Seemed genuinely interested in me and my story and wanted to hear about my experiences in past internships and how school was going. The people were all very friendly and ...
CIBC Canadian Imperial Bank of Commerce - Interview - N/ATell me about yourself? Why did you go to xxx University? Where do you see yourself in 10 years? - Said I saw myself in the investment fund services industry What do you know about this role? What do you know about Net Asset Values (NAVs)? They also asked for me to walk through my experiences at se...
Schroders - Review - Fixed Incomefun place to work smart workforce flat structure lean teams so good responsibility good training for employees. dont believe in the senior management strategy low turnover of staff means difficult to progress in the company very political...
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BlackRock Sales Experience Looking to see if anyone works for or has worked for BlackRock as either an internal or external? Just looking to see if the experience has been positive. Thanks!...
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BlackRock "Strategic Product Management" - Front Office / Mid Office / Back Office? Exit Ops?There's an opening for this and i don't think WSO answers this question. This is a job advert: https://www.glassdoor.com.au/job-listing/strategic-product-management-blackrock-JV_IC2235932_KO0,28_KE29,38.htm?jl=2423143506 And here's what i've got on the "Strategic Product Management" Position: http...
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JP Morgan Securities - Review - GeneralistGood work/life balance, people usually are in by 8 out by 6 and no weekends. also vacation days are pretty liberally given and not tracked. not much upward mobility for juniors, no set career path and not many transferrable skills if you want to lateral somewhere else...
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Nuveen (TIAA) Private Capital Hey guys, I'm looking for some information about Nuveen and specifically their Private Capital group. Since there isn't too much information about what exactly they do, does anyone know/has anyone worked for them? What exactly is their focus? How prestigious of a firm is it, especially compared to ...
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In the near future, what will be the fastest growing Asset Classes and practices in the financial industry?The PE/buyout and high yield boom in the 80s, the Asset Backed Securities and Prop-Trading boom pre-2008, and more recently the rise of Quantitative strategies - these are some examples of fast growing asset classes or practices within the finance industry that made some people very wealthy. As the...
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Multi Asset Careerdelete delete delete delete delete delete delete delete delete delete delete delete delete delete delete...
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NON EU STUDENT QUERIES ABOUT MS FINANCE AND RECRUITMENT IN ASSET MANAGEMENTHi all! I am new to WSO. I am a non-eu economics undergraduate. I am planning to do masters in finance just after my graduation also I'll be sitting for CFA level 1 in my final year(Dec, '18). Investment management graduate jobs are not much there in my country and I am personally inclined towards E...
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Do you use levered or unlevered in your DCF models?I want to be clear from the start, this is not a question regarding the differences between unlevered / levered FCF, I am aware of the differences and there are plenty of threads on this site for people who want in-depth explanations of the two. My question is more toward the people working in the ...
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OppenheimerFunds - Interview - InvestmentsNone, just be able to talk about your experience at school, especially within clubs/organizations you have on your resume. I would be asked general questions about my experience and then would be asked a follow up about a specific thing I said. Overall, just be able to explain yourself on a lot of...
Hall Capital Partners LLC - Interview - N/AThere wasn't any difficult or unexpected interview question in particular, but the "hardest" one out of the few that were asked was "why finance?" I didn't have a super compelling reason why I got into it. I was originally in bio, and then I switched after failing a couple of classes. After being ...
Wellington Management - Review - Private BankingThere's a decent work-life balance present. The pay is a little higher than the industry average, and the benefits are decent.. Competitive work environment. Upper-level management can be a bit unempathetic at times. Expectations are high as the pay is too....
Goldman Sachs - Interview - Private Wealth ManagementThere were many questions that were difficult if you opened yourself up for harder follow up questions. The perfect example is describe a current economic issue and then they just keep asking more complex questions til they stump you. Another is surrounding what’s your favorite author, what would ...
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Thoughts on Janus Henderson?The standard questions. Comp, exit ops, culture, work, advice, etc. Also, how's life in Denver? Got an interview coming up....
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Aberdeen Standard Investments - Interview - MacroDid not actually occur to me but heard from one of the people within my AC. They asked if you could be cartoon character, who would you be and why. Honestly caught some of them off guard. Other than that, probably something related to the industry and what are the key challenges etc. Try to read up ...
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What are the best AM firms in Toronto?Does anyone know the best AM firms in Toronto and what their comp looks like? The Big 5 apparently also have an AM branch but I hear they aren't too good. Thanks...
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