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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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Starting AM Fall Co-op, any good reading material?

TheShah

I'm starting soon and wanted to know what I could do to sharpen my skills besides working on Excel and whatnot....

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Asset Management Internship Preparation

Anonymous Monkey

How do you all feel that I should best prepare for a mid-market, mid-AUM internship? First week don'ts? What makes employers cringe?...

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2019 UBS GTP GWM Client Advisor Hong Kong Superday

helena951030

Hi everyone - I went through UBS' superday for its GTP GWM HK Client Advisor role at the end of October in New York and am waiting to hear back. Has anyone else heard back from that round of interview yet?...

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Is PWM/PB still a viable career path?

wallstreetpop98

Is it risky for a college undergrad to go into PWM or PB with robots and passive investing taking center stage? If someone is interested in PWM/PB should they pursue it or pick something else, if so, what is the alternative? Are there any jobs in finance related to investing or the market since mos...

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Asset Management in DC

wallstreetfuture221

I understand this isn't really a super popular location for AM, but outside of Carlyle and Sands Capital, does anyone have a good list or a good resource they can point to for a list of AM firms located in the DC Metro area? Institutional in nature would be ideal....

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Goldman Sachs IMD Hirevue Interview Response

JC_52

Hi guys, I recently interviewed for GS IMD SA 2019 through hirevue 2 weeks ago and I havent received any responses. I applied for the LA office. Does anyone know when they should get back to us? Anyone in a similar situation? I would love to know. The waiting is making me anxious. Also, my ap...

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Long TSLA Update: Better Good Than Lucky

CuriousCharacter

####In The Money *Cash is King - origin unclear, but said after the ‘87 market crash by Pehr G. Gyllenhammar, CEO of Volvo (Fate Loves Irony)* I wasn’t planning on posting about Tesla again until the end of February, but this comment from @heister"... [quote="heister"] Is it still not obvious...

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Debt Credit Analyst vs. Corporate Banking

wsostargazer

Preparing for an upcoming interview with a private debt placement team (long term,mid-market loans) at an asset management firm. At the associate level, I assume the job is very similar to mid-market corporate banking or corporate banking. How do you answer "why choose private debt instead of corpo...

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Legendary Investor Soros’ Resilience and the Bitcoin Market(2)

Vena Network

“I think that bitcoin prices will still rise, but it doesn’t mean that it’s not a bubble. Obviously, it’s based on misunderstandings like the tulip bubble. But blockchain technology can be applied positively.” This sentence was from George Soros's speech at the World Economic Forum in 201...

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Question about stock loans

Stockloans

I am offering stock loans that are available on stocks trading below $5 and am also offering loans that defer the interest so you would pay back all the interest when you pay back the loan at the end of the term (balloon payment). Is this something that JP, Merrill and other large brokers would be i...

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What is the Rating Methodology of ICO Rating Websites?

Vena Network

These years, there are so many ICO projects. As it is impossible for investors to get to know every project for their limited time and energy, it is difficult to select valuable projects. Thus, rating websites come about. With professional work led by professional staff, investors can easily see the...

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Citi Private Bank Analyst Super Day this Friday

excellite

Hi everyone. This Friday I am going to a Super day for Citi Private banking in San Francisco for a graduate analyst. The format is a typical 4 30 minute interview set up. I was wondering if anyone has done a private banking super day or super day with citi before and what kind of questions should I ...

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Legendary Investor Soros’ Resilience and Bitcoin Marke

Vena Network

“Financial markets are very unfriendly to self-awareness: those who are always immersed in their own fantasies need to pay a very heavy price. It turns out that interest in truth is an important quality of success in financial markets.” This is Soros's understanding of the financial market. Soa...

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Summer rental

tim.gabor

Going to do a summer internship @ E&Y in 2019. Looking for short term place to live. Any tips? Sub lease .Would like to be as close to downtown as possible....

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Citi Private Bank Summer Analyst

TRASCOR

Hi all, Just checking to see if anybody here has applied to the Citi Private Bank summer analyst internship. Haven't heard since the app drop - NYC, target. Would love insight in to the program and also info on who all has heard and what the process is like. All the best!...

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BlackRock Aladdin Client Services SF Superday

moneymarket

Hi, I had a BlackRock Aladdin Client Servies superday in SF last Wednesday (9/6) and still haven't heard back. It hasn't been a week yet but I was wondering what I should do. Email and follow up with the recruiter or just keep waiting?...

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Help out a recent Student-Athlete graduate!

Karl-Enander

Hi! I am graduating Cal Poly San Luis Obispo this winter (Dec 15) with an undergraduate degree in Mathematics and a minor in Statistics. I played college tennis during my 4 years at Poly and took a lot of upper level math-classes (Group theory, Multi-variate real analysis etc) and my grades somewhat...

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Gap Between MSF & Work. Help.

CreasyBear

Hi Guys, Long time lurker on this page--first post, could use a little help. I'm a 2nd Year Analyst at a BB in the AM Division in the FI MO group. I came into the bank with a totally unrelated STEM major from a very large state school in the Midwest, and by some stroke of luck, they took me. I know...

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JPMorgan Fixed Income (AM) Superday SA2019

caterpillar2007

Hey everyone, Just received a JPM FIxed Income SA 2019 Superday in NYC for the Asset Management division. Date is very soon. Any idea of what to expect/does anyone want to share their experiences from previous years? Phone screen was heavy on basic bond technicals, general market trends, and behavi...

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Questions About Evaluating Financial Institutions

oozz

Hello - I have an upcoming interview for a Counterparty Credit Risk Management position. The role will be similar to a bond rating analyst, but for financial institutions only. One of the questions I will likely be asked is, walk me through how you may analyze an FI. My question to you is: wh...

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Goldman Sachs IMD/PWM FT Analyst Recruiting

pmblue117

Hi everyone, Was wondering if anyone on here has applied for GS Private Wealth Management for Full-Time for any of the offices? I applied for 3 different offices in August and only one of the applications is Under Review. I know SA recruiting is wrapping up but would love to hear if anyone has hear...

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Institutional asset management exit ops?

KingColonize

Many insurance companies have institutional Asset Management groups, that manage a large amount of the company's capital. What would the exit opps be for someone who was a research analyst at an insurance company's (State Farm) institutional am group?...

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If You Do Monthly Fixed Investment of 0.05 Bitcoin, What Will Happen in Your Future?

Vena Network

Under the current situation that Chinese citizens generally lack financial knowledge, most people’s understanding of investment is limited to real estate speculation and stock market. Real estate speculation is also due to the need for life, the development policy and urbanization process since Ch...

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How to set the warning line and the liquidation line?

Vena Network

Stock pledge is a common form of financing in China's stock market. Since 2014, the scale of stock pledge of listed companies has started to grow rapidly, and by 2017, it has reached 7.2 trillion, accounting for about 13% of the total market value of listed companies. More data shows that by July 20...

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Dropping out & autodidacticism

Yellowcake1

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Structured Credit SA - Career Path?

creditrevolver

Just received an summer analyst offer in the structured credit group of a ~$320B asset manager. The structured credit group manages about $14B of that. The role sounds very exciting and I would be happy to accept, but was just curious about career paths for people who have done this in the past. Any...

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