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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...

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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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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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+1
College Endowment Fund Internship

john finn

As I look at possible internship opportunities to pursue in college, I was wondering about how interning with the college's endowment fund (1.5 billion) would look when compared to working in a private boutique (nothing super prestigious, probably just a local shop in the town). All students are req...

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Ruffer LLP

BarstoolWSO

Hey, So I've heard a bit about Ruffer LLP and that they have Spring Insight, Summer Associate and Graduation Programmes. They are a £21 Bn fund in London with 270 employees. I haven't really heard anything about them other than that they exist. Anyone have any details?...

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Graduate Scheme

BarstoolWSO

So here in the UK IB and AM firms hire "graduates" meaning you work for 2 years on a rotational basis working with different groups and then if they like you after the two years you get a full time offer. Can anyone offer more insight to this? Are you a real employee during this time? How much do yo...

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GSAM - PRE

Vito_Genovese

Burner account here. I have spoken to someone at GS regarding an open analyst position in the IMD, GSAM Private Real Estate Group essentially doing business development and investor relation duties. Job description didn't really show much analytical duties, it was a lot of creating marketing materi...

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Asset Management Interview Prep w/ Little Lead Time

stormy54

Hey guys, To give some brief back story, I'm in BB ER and ready to make the move to buyside but not really interested in the hedge fund route. So I recently applied to essentially a buyside long only role (think, >$400B AUM AM division of a large insurance company) that's decently relevant to my ...

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Does anyone have experience with US Trust - BOA Portfolio Manager Associate role?

akyuze101

Hey guys, What's your opinion on the role below for someone trying to break into AM? It's an entry level position but sounds more like a pure PWM role. Can this be useful for future career prospects combined with a CFA? U.S. Trust is part of the Global Wealth and Investment Management unit of Ba...

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Story of a non-target that went through two scams and made it

peterlam3316943

My story: I went to a non-target liberal art in suburb Mass, 3.2GPA. In freshman year, I did an internship with one of those pyramid schemes that work for telecommunication companies, selling internet with full suits on. I didn’t know if that internship was legit before I do it because my family...

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AM Research Associate Pay

twinshk2

Wondering about 1st year Research associate comp at asset managers - this forum isn't very active, and all the estimates I've seen seem to be around 70k salary +10k bonus from like 2-3+ years ago. Are there any updated data points? Just to throw my hat in the ring, I have an offer for 1500 a week a...

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What actual jobs does the CFA get people?

PteroGonzalez

As someone who's a bit further along in my career, and who's worked in multiple areas (IB, asset management, PE, VC) I get a lot of younger folks asking me for career advice. One question I'm getting a lot the last few years is "so I just got my CFA, now what do I do with it?" 100% of the time t...

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Suggestions on career choice

innovativeguy11

Hello all, I'm currently being interviewed for two different positions at a MM bank with hopes to work on a wealth management team down the road. The first is a registered client associate position supporting a wealth advisor. I like this role because I feel it would be a plus to not have to prod...

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Portfolio Valuation Role inside AM

Rickybanana

Hey guys, I recently got an intern offer from valuation team from PIMCO, but not really sure if this is a good opportunity. I guess this is more like a back-office role which covers the valuation of all the portfolios within alternative funds. Personally, I am very interested in a career path in as...

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S&P Global Platt Finance Video Interview

Gggklaa

Hello, I am currently a Junior majoring in Finance and I manage to get an interview at S&P for their Platt Finance internship. I received a 1st round hirevue invite and I was wondering if anybody had experience in this process, and can give me an overview about the process, what those it entails, q...

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Goldman Sachs Apex group

wild wild west

Hi everyone, can anybody collaborate on what apex group does at Goldman? It's within asset management. Is it client relationships, analytical work, portfolio management or something else? I found APEX in GS reports where it's connected to Normal Automatic Preferred Enhanced Capital Securities. http...

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Finance vs Tech: Where should this former trader and current CFA go?

TheBrosAlwaysWins

Which industry has a better outlook? PWM or FinTech? One is beginning to automate the other.... Used to be a trader. Got laid off after 8 years. Finished CFA. Joined a fintech startup on a whim. Learning coding...cool. Work with data scientists....cool. Actively automating the industry I used to wo...

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How to gracefully leave buyside equity research job?

Moneykee

Hi all - I’m looking for advice about how to most gracefully quit my job. I tried searching but couldn’t find anything specific to asset management, which seems like a different dynamic than banking. If something is out there, please point me in the right direction. So, I’m a buyside equity ...

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College advice for AM

Caduceus

Hi guys, I am currently an upcoming High school senior and am interested in managing money. I currently invest 5000 dollars of my own money that i have saved. I have a 3.3 GPA currently (Yes i know it is low. Bad freshman and sophomore year) at a competitive private high school and am taking only a ...

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Is time an enemy for value investing?

invest2538

Hi everyone, I'm currently preparing for asset management interviews and I stumbled upon this question. Does any of you have an idea of how time could have a negative impact on value investors? Also, do you think value investing is about going against the crowd and buying what nobody else wants to...

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Blackrock Finacial Market Advisory

dino46

Does anyone have experience with the Blackrock FMA division? Would you recommend it over classic AM at Blackrock or any other large AM?...

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Private Credit: Old Hill Lending Outlook 2019

nok15105

https://gallery.mailchimp.com/14f5ed34b8141853f257a3dd4/files/f93a40fb-54a9-478f-855c-aeb62d7bb6c0/OHP_Outlook_2019.pdf...

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Fintech is going to kill Private Wealth Management jobs?

Fintechiscomming

So it has been clear to me that algorithms will eventually be capable of doing everything that a traditional wealth manager is. Given this trend, I, rising junior, am a bit worried about being able to even have a job in the industry, and am even considering starting a robo-advisory as a method of m...

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Investor Relations to Private Wealth Management

o10754633

Afternoon Monkeys, I am currently an Analyst at a credit fund ($3bn+ AUM), and am looking to get into private wealth management in the future. I have recenlty been oferred an investor relations analyst role (with 12-month Associate promotion) in a mega fund, and was wondering if that would benefit ...

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Starting RIA - license and sponsorship

bobste

Hello, If I started an RIA would I then be able to sponsor myself for licenses. If so would there need to be a waiting period? Thanks....

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Blackrock - Institutional Client Business - Business Management vs. another offer

Raz4r91

Hi guys I'm currently evaluating two offers I have on the plate to start an Analyst position in September after graduating here in London: - The first one is at Blackrock - within Institutional Client Business (ICB) and it's within the "Business Management" team - The second one is in another top ...

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Asset Management Sales - SA and Exit Options

Breakingin2

I 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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From Real Estate to Equities

thomas.napolie

Hi guys, First of all thank you for all the topics, detailed and interesting answers you provide. Today I was asking myself a question and rather consider my possibilities for my future. To be direct: I want to continue my career in AM banking, and I am currently in bachelor's degree in london, w...

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Goldman Sachs Private Wealth Management

dino46

I am considering to take an entry position job at GS PWM. Does anyone have experience in this area? How well known is GS for PWM? What are the exit opportunities like?...

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Blackrock vs. JPM AM

dino46

What would you rather chose as a summer internship? JPM AM Portfolio Management vs. Blackrock Finacial Market Advisory (FMA)?...

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Capital Group Hirevue

timetogetserious

Anyone else get this or previously complete it? What was your experience? I applied about two days ago and just received it....

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Asset management vs Private banking/wealth management

weissrabz

Hello, I'm a PM at an AM, co-manager on some big funds but also lead manager on some smaller strategies. I took a break and I now look for a new offer. I find opportunities only in wealth management (private banking) at the moment at small companies (same job, pm). I always thought it was less goo...

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Salesforce: May The Force Be With You

CuriousCharacter

Cloud computing original Salesforce.com has been on a tear since inception: However Investors have been divided on the stock. [Joel Greenblatt has shorted CRM](https://www.barrons.com/articles/joel-greenblatts-investing-secrets-revealed-1476508887) using traditional value metrics, While Soros di...

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PWM to Product Specialist

dinganddong15

Currently work in a client facing role on the investment side of a major private bank. CFA charterholder. Been in my job for maybe 2 months now and been in PWM since college (2015). Beginning to realize I just don't like PWM very much as far as dealing with clients, the investment side not being ver...

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Regarding the series 6, 7, 63, 65, or 66

NotABanker92

If you have taken any one of these exams, which did you personally find the most difficult to pass and how extensive was the studying? I currently work in software sales which has been great for me so far, I passed up the job offered by my internship for this job because I get to work from home, get...

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JPMORGAN AM TRAINEESHIP

Ghostwick

HI has anyone done JPMOrgan Asset management hirevue interview?what are the questions like? thanks for help...

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