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+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...

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AMA - Analyst at $1.5B Endowment Fund

WpgJets

I have been reading <abbr title="Wall Street Oasis">WSO</abbr> for a few years now and would like to give back and help out all of the younger readers on here. When I was going through the interview process for my current role, I had a hard time figuring out what exactly I...

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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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+1
Investment Associate at Wealth Manager - Investment Side of WM?

JimmyBuckets21

Given that this topic doesn't seem to get much discussion around WSO, can anybody shed some light on the career trajectory/exit opps of an Investment Associate at a Wealth Management firm? Position reports directly to the Portfolio Manager (which I assume is the end goal in this type of position) an...

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Need help deciding an offer: AM vs Trading

frololas

Hey WSO, I got two offers and need help deciding. One is in an AM's trading group and the other is in an alt investments fund. Pay and bonus is the same, I just need help deciding which one will probably have a better career trajectory and exit ops. Could someone enlighten me on the pros and cons ...

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What internship should sophomores in Asset management be looking for?

Giants123

Should sophomores in asset management look for an internship in a hedge fund? Should sophomores just try to get an internship through family or friends to set them up for their junior year? Anyone have advice?...

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BlackRock 2019 Summer Analyst Recruiting

pimpco71

Hi all, I was curious for those that applied for a summer analyst position how long the timeline was for you i.e. applied, super day etc. and whether they're still recruiting. Haven't heard anything since applying in late Sept. (applied for Relationship Management & Sales). Would be great to get som...

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PWM Performance Bonus?

BTFBP

Performance bonus for PWM? Anyone have an idea on if that exists at larger firms, or is your base all you get?...

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Internal Wholesaler - Day in the life

Brendooo

Hey Guys, First time writing on here, but I was hoping any internal wholesalers out there would enlighten me on what your days are like. I'm in the interviewing process and was hoping to get a better understanding of what the day to day process is like. Thanks in advance...

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Financial Markets Advisory (FMA) Blackrock Superday 10/17/18

BigV

Hi all, If anybody hears back from the team, please let me know! And does anybody have an idea like how long it takes to hear back from them? Thanks!...

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+1
Expect for Finance, What Blockchain Application Scenario Will Break Out?

Vena Network

The power battle between Bitmain and Craig Steven Wright has just turned off. Many people haven’t been recovered from this battle. Another fierce of bear market has hit. Bitcoin has fallen 14% in 24 hours and the price has fallen down to below $4,700. It has fallen into an abyss that never bottoms...

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Wealth Management Interview: Prepare a sales pitch?

dennispouka

Hello guys. I have a PWM HireVue interview and was wondering if I have to prepare a sales pitch. In line with the previous question, should I consider PWM as a buy-side or sell-side role? ...

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Acadian Asset Management Reputation

yujbkmnzvz

I have heard of the firm Acadian Asset Management. It appart is a quant asset manager that manages close to $100B. I am wondering is this place known and how is it's reputation? What other firms have similar prestige as this firm or similar research. I assume it is not on the level as AQR, or is it...

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Hiring freeze - what to expect?

bonefortuna

Top 20 asset management firms (think Wellington/Invesco/T.Rowe Price), emerging market analyst position. Passed all interviews, HR followed up, emailed to proceed with the offer, I sent current package materials back, one month later I was told they have to freeze the headcount. I understand the m...

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Golman Sachs Investment Management subdivisions

dennispouka

I am trying to decide if I will apply for the general subdivision in investment management or the other two, i.e. AM and PWM. Do you think it plays a role in the selection process? For example, if I apply for the general subdivision do I keep my chance open for both PWM and AM or should I treat it a...

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How to prepare myself for upcoming PWM internship???

peterlam3316943

I will try to keep this short. I come from a non-target school, 3.3GPA, but investment is all my passion, and I have been investing (equity, options, and recently commodity futures) since middle school (Chinese market and then changed to US market when immigrated). like everyone else, I was looking ...

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AM vs IB Recruiting Process? Boutique AM

Aye B

Hey guys, I'm in the middle of FT recruiting, and have been interviewing at a bunch of banks in IBD, mostly MM but one BB, but I'm honestly more interested in AM/HF, and got selected for an interview for a research analyst position with a boutique ($30-40B AUM) asset manager. The process for IB i...

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Asset Management Excel Test

CB to AM

Monkeys, I am currently interviewing with a boutique AM firm focused on debt. They have expressed that I will have to take an excel test prior to receiving an offer. Does anyone have any insight as to what kind of exercise this would be? Thanks. ...

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Goldman IMD Superday @ Dallas Offers?

Trojan1999

Hi everyone, Has anyone received offers or decisions from the Goldman IMD Superday for the Dallas office this past Tuesday? A friend and I both had ours for PWM (we're sophomores), but we still haven't heard back yet. I know it probably means waitlist/rejection, but I'm posting to just check in cas...

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BlackRock Superday ETF and Index Investing 11/9

dominatingna

Has anybody heard back from the 11/9 BlackRock superday for the ETF and index team? Or if anybody knows how long it usually takes for BlackRock to get back after a superday that'd be great too, thanks...

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Stop Wasting Money, Mining Also Makes You Powerful

Vena Network

Among most online games, 20% of the head-paying players are always the most valued parts. Other players, whether they are lucky enough or not, are always not so important. But if there is an online game, there is no need and no way for you to pay any money, can such a game provide a new model for...

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IMD Superday for Goldman

Trojan1999

Hi everyone, I'm a sophomore studying at a West Coast target, and I'm in the interview process for Dallas IMD. After finishing my hirevue around 2 weeks ago, I got an invitation for an IMD superday for this upcoming Tuesday. However, the recruiter told me that the superday will be virtual, and they...

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​Leave Us Little Time, Let’s Fight against the Whole Universe with Blockchain

Vena Network

This fall, many famous persons leave us, such as Vichai, Stan Lee, etc. You may be sad that the time is easy to pass and we can never go back to the past. As the lives go away, the chaotic universe completes another entropy increase. The second law of thermodynamics tells us that the degree of chao...

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+3
Getting into Asset Management

Kadmus

I am an accounting major and will graduate next year. I am planning on getting a Masters of Finance. I was wondering what is the best way to get into Asset Management?...

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J.P. Morgan Wealth Management Super-day

Oakmont

I have a Wealth Managment Super-Day scheduled for this Friday after only doing HireVue, It's going to consist of a lunch and 5-30 minute interviews. What should I be focused on for preparation/does anyone have any personal insight they can share as to what I should expect? I'll be interviewing at a ...

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Institutional sales or Equity Research

John Walker

I have two SA offers and need help with a decision 1) Alternative Investment Institutional Sales at a big buy-side firm or 2) ER at a BB If my goal is to end up on the buy-side in an investment team which would be the best choice? I imagine with the first option I will get the network but not the...

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How to chat with people you are interested in their department but nor their job

Victordongy

Hi guys, I reach out to a person working as a MD in investment management division of morgan stanley, which I really have interest in. But his job is more about risk management of technology subdivision. So how do you think I should chat with him and obtain his referral to the position I am really i...

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Blackrock Superday San Francisco

chimpguys123112

Hi everyone, Did anyone who was at the Blackrock superday on 11/2 last Friday hear back yet? If so, what division were you applying for? Still waiting but it has already been a week so was wondering what other people have heard....

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Wealth Management Career Path

dynaracer92

I live here in Maine and am currently working for a wirehouse as an FA. I am struggling to meet the hurdles and find prospects. I know what the career entails, I love the sales aspect, working with people, and asset management itself, but I am having a hard time prospecting. I am not very close to...

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Fidelity - Equity Research Graduate Programme 2019, UK.

dennispouka

Guys I need your help. I applied for the above-mentioned programme, which requires completing an online Strengths Assessment Test, before progressing to a HireVue interview. I completed successfully the test in the given deadline and received an invitation for a video interview yesterday. However, ...

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+5
Financial Markets Advisory (FMA) Blackrock superday 11/20/17

sunnyboi5432

Just had my superday a couple days ago (11/20) for the Financial Markets Advisory (FMA) Group at BlackRock and wanted to know people’s experience about hearing back. They said 1-2 weeks but i don’t know if they get back to you sooner. Any thoughts? ...

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Can I make it as a summer analyst for AM, coming from Law and Politics?

dennispouka

Hello everybody! I am an aspiring analyst for the London market. I have a bachelor in law from a public European university and I am currently doing a master in political science at an elite institution in Belgium. I have worked as a trainee lawyer at a tier 1, but not internationally-recognised, l...

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Top Hedge Fund IR/Business Development vs. Top AM Firm Advisory vs. BB S&T

ink1922

Which one would you guys pick based on exits (MBA, more FO roles, etc.), learning, etc? They're all very different and there's less information on them. I'd like to stay within finance (ideally a more FO role at a hedge fund) and am open to business school. Not looking to go into IB or PE. ...

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Post-Superday: Contact Alum??

halfmoon007

I recently had a super day at a BB and one of the interviewers mentioned that her boss is an alum from my school. Figures out, the alum and I have connected on LinkedIn a long time ago but we never talked. I was talking to the boss I'm currently working for and he suggests that I write an email to ...

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Goldman PWM vs BAML Global Wealth Investment Management

simonmany

Hi all, I currently have an offer from GS PWM, and an interview coming up for BAML Global Wealth and Investment Management. Wondering which you think is better... GS seems more prestigious from what I can tell? Basically, should I even bother doing the BAML interview? Thanks....

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Professional and Competitve Learning Opportunities

markwhlburg

Hi everyone, I've been lurking on this site for a couple months now, and I've decided I now have questions that I think justify making a discussion post. I'll first give a rundown of where I am in life. I've been serving active duty in the military for over 7 years, and I have about two years lef...

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