Silver BananaTopicReplies
Pacific Life Insurance Company - Interview - N/AEasy Question:- 1) Tell us about yourself 2) Why pacific life? 3) A time when you worked in a team? 4) what are your strengths and weaknesses? 5) any interesting projects you have worked on? Difficult questions:- 6) What is a duration of a bond? 7) Have you programmed with any projection software b...
Legg Mason - Interview - GeneralistMost of the questions were behavorial, with some related to my coursework in college. Was asked who I would choose to eat a meal with if I could choose anyone in the world. The only technical questions that were asked were a couple of probability questions, the toughest one being: You have two seale...
Oppenheimer - Review - Private BankingThe experience during the Oppenheimer Internship Program in the Wealth Management Division is very dependent upon which investment advisors you get placed under. Luckily, the investment advisors that I worked for made the internship experience a very positive experience and were committed to making ...
SEED Portfolio - Interview - N/AThe most difficult, but obvious, question I was asked was to walk through each of my two stock recommendations. Given a list of about 15-20 stocks, I had been asked to provide in 24 hours a stock recommendation. While it was easy to walk through my though process, it was hard to answer many of their...
PNC Financial Services - Review - Wealth ManagementGood corporate culture, dynamic environment, interesting day to day job material, and inviting senior executives. Not much cons, AMG WM had a low morale due to ideas of robo investing and competition from other firms....
Nuveen Investments - Review - GeneralistWork life balance is good Work remote is acceptable Generally nice people Limited finance bro types . Political and upper management does not have open door policy Firm is trying to be a GP Culture is going down...
Neuberger Berman - Interview - Asset ManagementQuestions on workflow/ data processing ability: 1. How would you visualize this set of data (gives a graph and some information on fund return)? Technical questions on fixed income fund performance returns and strategy: 1. Details of fund performance attribution returns and explain each component...
BlackRock - Review - Equity Research* Investment teams are very lean, so you get to work with and learn from investment professionals with lots of experience . * Training (as consistent with other buyside internships) is nonexistent; it is what you make of it by asking questions on the desk...
BlackRock - Review - Technology ConsultingGreat staff, loved my team. One alumni that helped me build connections on first day. I learned a lot from the projects assigned and valued my team. None. Great experience. Sometimes the work was difficult and time consuming but I never left like I didn't belong....
VCU Investment Management Company - Interview - Investment Management"Pitch me one of the companies in your sector?" I was a senior analyst in my investment club at school and one of our holdings that I liked at the time was Celgene (before the pipeline failure). My thesis was that Celgene had a solid portfolio of 4 blockbuster drugs with patent cliffs far in the 20...
Raymond James Financial Inc. - Review - N/AEncouraging and cheerful culture, growing firm, offers meritocratic positions, coworkers are very insightful, everyone generally wants you to succeed,. Took a few days did get my computer set up after I already started working and at times the work flow was slow....
Bessemer Trust - Review - Private Wealth ManagementGood hours, learned a lot from the internship even as a freshman. The managing director and partners were very nice and even flew me up to NYC to interview with the private equity division of Bessemer.. Work was not quite as private equity-intensive as I had hoped, but the firm does deal mostly with...
CIBC Canadian Imperial Bank of Commerce - Review - Salesgood benefit including vision... great work culture, alot of opportunities to grow, good training program (3 months paid). high workload, work mostly every weekend. target increasing every years, alot of pressures from management...
AIG - Review - Asset ManagementGood work life balance, good access to exciting trading opportunities. Lots of responsibility available to you if you're willing to take it. Generally appears to have a good appetite for risk taking and smart people working here. Doing better in terms of courting young talent with new internship/an...
RBC Global Asset Management - Interview - Asset ManagementNothing was too challenging. It was clear that he had nothing prepared and was strictly going off of my resume. Most difficult part was answering niche questions regarding activities that I had done years ago. Additionally, he grilled me on why I wanted to work in credit, why credit over equity, w...
TIAA CREF - Interview - Private Equity1)I don’t remember the exact numbers that were said but the gist is: If you have this credit investment at a xx% default rate and xx% return (and then have 3 different options) what investment would you pick for yourself right now and an investor that you are investing on the basis of? 2) Why pic...
Bank of America Merrill Lynch - Review - Private BankingThere is a great work life balance. You are not required to put in extremely long hours in private banking. Pay doesnt grow as quickly as it would in investment banking roles and there is less of a defined career progression...
JPMorgan Chase - Review - N/AGood Healthcare Good Benefits Colleagues are nice Good work life balance Easy to move internally; if need be. I am only able to speak about my division but the work can be rather dull. There really isnt a sense of how your role fits in with the firm as a whole. The bonus isnt very good. ...
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Goldman Sachs Asset Management Phone ScreenAnyone have insight on GSAM phone screenings? Advice? It's for an analyst position. Any chance it's technical?...
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UBS AG - Review - InvestmentsOffered a good level of exposure and a high level of responsibility was given, even at intern level. . I was underpaid and there was a large workload; work became mundane. Permanent vs intern team atmosphere...
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asset management vs consulting (grad student getting out)HI guys, I’m a graduate student currently but am considering moving out of academia after my degree, which is in the near future! The problem is that I have been so caught up in academia the past few years that I know an embarrassing amount on what other careers are out there. So, I’ve been ...
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Institutional Asset Management - GP vs. LP SideAnyone have experience working in an institutional asset management role on both the GP side and LP side? What are the main differences, if any? Which role did you like more?...
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Thoughts on Macquarie Asset Management?Don't really know a lot about Macquarie Asset Management and not a ton on WSO either. Anecdotally seems like comp is a little low, but nothing else stands out. Anyone have any experience with them? Interviewing, working there, interactions with them?...
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US Bank - Interview - ResearchThe most difficult question asked was what direction I would take the company and then I had to justify my response with metrics that your decision could be measured by. For example, if you said that they should reintroduce an IB division you would need to be able to tell them how this fits in to th...
Wells Fargo and Company - Interview - Private BankingNothing super unexpected. Questions were basic behavioral and fit questions. "Walk me through your resume" "Give an example of you working in a team" "Tell me about a time when you had to work on a deadline" Specific questions about previous internship and how my experience was and what results I ...
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Bellwether Asset ManagementI was wondering if anyone has heard of this off-balance sheet, real estate Asset Management firm, supposedly a newly formed branch of Oaktree Capital. No idea what the interview is supposed to be like (applying as an Intern), anyone heard of them, or can provide some insight?...
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LPL Financial - Review - Generalist-Learned alot about the Markets and the Financial Advisory space. Work was not too demanding-allowed for a good balance during the summer while still learning.. -Nothing really comes to mind, good to have on your resume if you can't get any other relevant experience and still would like to enjoy yo...
Federated Investors - Review - N/AEngagement with senior management Independence on significant projects Steep learning curve Can really make the internship what you want. Culture is very laid back A lot of slack, many coworkers are not very productive They limit working hours ...
Morgan Stanley - Review - Wealth ManagementAlways had things to do, didn't have to sit around much coworkers were pleasant Got more responsibility as time went on. Very small office, so I was just dipping my feet in usually one of the first people in the office (I'm not a big morning person, so that was my own problem)...
AllianceBernstein - Review - OperationsHappy, open, honest employees and an organizational structure that allows for decisions and communications to be made from the lowest level . HQ moving out of New York metro area, lack of salary transparency, and operations track lacks formal training. ...
Goldman Sachs - Interview - Hedge FundI think overall it was pretty straight forward. Make sure that you understand the macro trends in the market over the last few months before your interview. Understand what's driving the market movements (big trends) and be able to back up with your own thoughts on where it's going to go. Also ther...
MetLife, Inc. - Review - Portfolio ManagementHuge company, can move around several departments easily. Decent compensation structure and balanced benefits. Moving up is little challenging as there is less turnover. Age old technology systems, slow to adapt to changes...
National Bank of Canada - Review - Wealth Management1.2B AUM WM firm. Low hours which is nice for now which allows for me to golf and enjoy the summer and will be beneficial for CFA studying and will also, hopefully, allow me buy side experience to leverage a role with a fund company. Great colleagues. . Low pay and not overly exciting work all the t...
Wellington Management - Review - Asset Backed SecuritiesTop tier culture and training. During non qrt end periods the work life balance, which is similar among competitors, is among the best in finance.. As with all large institutions - expect to have narrow work in the early months until you've proven capacity. At that, do not expect too much width in...
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AM Summer 2019 InternshipsHey everyone, I'm doing an internship with a small WM firm in my hometown (only 2 other people) and have enjoyed it. I enjoy investing and learning more about equities and the markets and want to try and get an internship in a bigger market and with a bigger firm next summer. I was hoping to receiv...
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JPMorgan Chase - Interview - N/AThe interview was very technical. I was surprised as this was only a first round call. The interviewer asked a bunch of accounting questions. Questions included: how does depreciation effect the financial statements, walk me through the cash flow statement, how does the purchase of a factory effect ...
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Investment Rotational Program in Asset Management Hi everyone, hope others find this question useful! What are your thoughts on a rotational investment program in Asset Management? Four rotations in two years. Companies like John Hancock Financial and or Manulife Asset Management? Is it competitive to get? What is a typical starting salary for...
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Dimensional Fund Advisors - Interview - N/AYour past independent research experience. Another one was not hard but just not expected: how would you link rowing to investing (I was a rower in my school's varsity). I just ended up talk about some bs (who knows what the interviewer wants to hear??). So be prepared for anything on resume. Very s...
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Global Atlantic Investment Internship InfoHas anyone on here heard of Global Atlantic Financial Group? I recently saw a posting for their 2019 Summer Investment Analyst position—seems interesting. It says that their firm has over $50bn AUM. Any info would be greatly appreciated...
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Fidelity to Offer Zero Cost Index Funds[News Release](https://www.businesswire.com/news/home/20180801005635/en/Fidelity-Rewrites-Rules-Investing-Deliver-Unparalleled-Simplicity) They will be offering two funds with a zero expense ratio -- a total market and international index. The race to the bottom continues......
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Citigroup - Interview - Private Wealth ManagementFirst was a phone interview, then an in person interview with a (or multiple) hiring manager(s). There was about a month in between interviews. This was for the analyst position. quick and easy straight forward questions friendly people easy to find the location open to questions thorough feedback p...
Bank of China (Hong Kong) - Review - FICC - Fixed Income Currency and CommoditiesWorking Hours is no too long, although some ad hoc, sudden overtime working required during weekends. Sweet Bonus sometimes, but bit volatile as well.. Management Ability has room to improve. There are always some administrative work for everyone has there is no specific junior or operational team h...
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BlackRock Aladdin Client ServicesI got invited to a BR Superday in a couple weeks to fast track interview for a Aladdin Client Services Summer Analyst position. Wondering if anyone has any insight to the aladdin client services group and what they do. As I understand it, its essentially a back office administrative role. I'm trying...
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JP Morgan Securities - Interview - Private Banking"Who, in this group, do you think we should give an offer to?" Then they asked me to pitch them a stock. Asked me specific stuff like market cap. They asked me what the square root of 72 was. They walked me through a math brainteaser. Essentially, if you have 4 4 sided dice and 1 20 sided die and yo...
Morgan Stanley Smith Barney - Review - N/AHours are consistent with a 9-5 and other employees were very kind and sociable and willing to walk you through different tasks they complete on a daily basis. Others would occasionally give me meaningful tasks that weren't time-sensitive and could be completed over several weeks. Not a lot of true ...
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What is a typical career path for a Tech Analyst in AM?I graduated with top grades from a top school in Engineering. My goal was originally to get into the front office, but I failed and had to settle for a back office job. I'm currently working as a Technology Analyst in a highly regarded (imo at least) Asset Management Firm. I was hoping to find out ...
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JP Morgan Securities - Interview - N/AWhat would happen to the bond market when event like recession happens? First round: phone interview with hiring manager. Second round: two phone interviews with team members asking technical questions. Third round: in person interview with the each team member individually and ending with final int...
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AMA: equity research analyst at top 3 AM**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 WSO for hints of what life was like in the role, pros/cons, compensation, hours etc... now I am...
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Prepping for AM meetingHey, this is my first time posting here after a few months of lurking so bear with me. I'm hoping to receive some advice from people with experience in the AM space. The goal of this post is to receive feed back and tips regarding some of my work and "interviewing". I'm an incoming sophomore at a ...
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BNY Mellon - Interview - GeneralistWas given a mortagage questions where you had to go through calculatons such as how much interest you would pay at a given rate and diferent scenarios of whether you bought it under equity or part loan/upfront. Got asked current news and how that will affect the debt market and sectors i found in...
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Prepping for a meeting with the president of an AM fundHey, this is my first time posting here after a few months of lurking so bear with me. I'm hoping to receive some advice from people with experience in the AM space. The goal of this post is to receive feed back and tips regarding some of my work and "interviewing". I'm an incoming sophomore at...
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Morgan Stanley - Review - SalesI love what I do as I get to positively impact people’s lives. The work life balance is great once you have connections. . I had to put in a lot of work to get started and initial pay wasn’t very good. Far too much compliance. ...
BlackRock - Review - Financial Planning and AnalysisThe company has a decent reputation and is a great start for a junior analyst, heard that there's not much politics.. Compensation in terms of base salary is not very competitive, hoping to see a big bonus by next year....
US Trust - Review - N/ANice people, reasonable hours, solid onboarding program, access to internal training programs, outside certifications are subsidized, knowledgeable/resourceful management . Open floor plan, obligatory company-wide social events, lack of sales strategies/training, some busy work...
UBS Private Wealth Management - Interview - Private Wealth ManagementWhy do you think to be a good fit for the role? provide useful examples of a situation in which you disagreed with someone in your team and you had to solve the problem while being diplomatic as well. provide example of a time that you consider as being your biggest failure. Provide example of a tim...
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Point72 Summer Academy 2019Got invited to complete second Hirevue round after live skype interview. Does anyone know what type of questions they are? ...
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Citigroup - Review - Investment BankingGreat benefits, long-term potential. Very competitive. Lots of similar people, with similar interests.. Lots of work, and hierarchy. There is room for improvement. Stereotype Wall Street culture in employees. The lack of diversity is a problem too. ...
NISA Investment Advisors - Review - Fixed IncomeFree breakfast and lunch, smart senior leadership teams, good pay for St. Louis, good benefits for full time workers. Unclear of whether there are good advancement opportunities, median employee age is like 26 and many of them are managers who will be in that position for a long time...
Fifth Third Bank - Review - GeneralistReally great people at this company. I didn’t know much but they were super helpful and understanding through everything. . Nothing much honestly. The people were supper nice. I guess at times it could get a little slow but that’s about it. ...

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