Silver BananaTopicReplies
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Citi Private Bank Insight

TRASCOR

Anybody have some insight about Citi PB? Culture, Opportunities, Prestige etc. I hear they are well positioned within the Family Office space, any other insight? Thanks!!! Applied to summer analyst spot...

1
+34
Private Wealth Management/Private Banking Guide for Associates

navyrugby

Once and for all - Here is the best guidebook I can give you for PWM/PB at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth Management? 1.2 Who is a High Net Worth Investor? 1.3 Industry Today 1.4 Career Paths within Private Wealth Management 1.5 How to Build a Book ...

18
+7
Asset Management - Analyst Path Questions

LePrestige

Hey everyone, looking for some quick career guidance from some AM professionals on the street. Currently (a URM) in undergrad semi/non-target in NYC, and as of now my goal is to end up at an institutional Asset Manager like BlackRock/GSAM/Fidelity. Realizing how few spots and competitive it is to ...

31
+1
Capital Group First Round

LittleRocketMan

I currently have a first round phone interview with Capital Group for their FT Research Associate position and have not been able to find anything related to their process (besides Glassdoor). Has anyone interviewed with them before and can shed some light on what to expect?...

1
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Research Analyst network on Linkedin & Telegram

Papa_You

Hello, I have created a network group for Research Analyst. This group focuses on building a strong community for research analyst professionals from around the world. The objective is to allow analysts to share ideas, documents and job opportunities. Once some people will join, we will create a...

1
+1
Quitting internship at small mutual fund to take part time ER offer at BB bank?

twinshk2

I'm currently interning at a small mutual fund, with the expectation I would still stay on on for the rest of the school year until summer 2019. I've been doing it for half a year. I don't like it that much here though honestly, and I recently got an offer to do part time ER at a top BB. I'm split o...

1
+1
Blackrock FMA Superday Interview

supman7

Hey guys, Has anyone been to a superday for FMA? I am curious what kind of questions they asked? Thanks....

2
+1
Moving from Private Wealth Management to Portfolio Management

finlo5

Trying to move in portfolio management from private wealth management. How realistic is it and what work experience/qualifications are required to break in? About me, I'm a recent grad in a private wealth management rotational program at a major wirehouse; only 50 of us across the country. After a ...

1
+6
Career in Passive Investment?

MajorMajor

I haven't seen any posts on this anywhere so thought I would give it an ask. With the rising popularity of ETFs etc and money moving away from active investing, there is obviously less career opportunities in active investing. Can you make a good living and career in say a huge AM's ETF arm? ...

15
+1
JPM Private Banking Insight

jeeeeeeeezy

Anyone have any insights re. JPMorgan private banking? Work hours, pay, prestige. Mainly for the New York office but other insights are appreciated. For Summer 2019 ...

2
+2
Doctor/dentist vs financial advisor with my father

Flexskeet

Pretty simple which would be a better choice? The main things I am looking for in a career is a. Making a lot of money b. Not working too many hours. Ps I know all of u with say do what u love but these are the career I have boiled down too. Also my parents are willing to pay for medical school or d...

9
0
Should I begin my career as a Financial analyst or a financial advisor?

Flexskeet

I have recently graduated college and I did not go to a target school and am considering becoming a financial analyst or advisor. If I was a financial advisor I could work with my dad who is one and already have a bulilt in client base. What should I do? ...

4
+1
Investment risk management salaries

N0DuckingWay

Hello, What would be an appropriate salary for an investment risk manager with 3-4 years of experience? This is for a hedge fund....

2
+1
Longest you've waited for an offer

jlatran0618

I had a super day with a boutique asset manager in NYC almost two weeks ago. In between interviews i asked the recruiter when I could expect a response and he said, "hopefully he can finish everything within a week or two". He then also asked if I am interviewing at any other places. Since Its almo...

1
+1
Investment Consulting to Asset Management Transition

dan0440

I currently work in the research side of a leading investment consultant (have been there for a little over 3 years) for endowments, foundations, private clients, and pensions, essentially helping formulate investment strategies for clients. Very top down, macro level stuff. I just passed L3 of the ...

2
+1
Financial Advisers, how much does it cost to buy a book?

Personofwalmart

Obviously this is going to be based on AUM, but ballpark for a certain AUM level would be good to know. What percentage of clients are expected to leave? Any other tips? Common mistakes? Thanks...

1
+39
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 expe...

76
0
AllianceBernstein asset allocation

JenGoesBananas

I got a first round interview coming up with AllianceBernstein for the asset allocation Associate Rotational Program. I've been prepping my fit questions and the basic allocation models I learned from my classes--efficient frontiers, risk, etc., but I'm nervous that I'll be asked more specific quest...

4
0
Goldman Sachs Credit Alternatives

blkponda

I'm interested in learning more about what GS's credit alternatives group does. I believe they were previously called Liberty Harbor, but transitioned over to just being known as GS Credit Alternatives or GS BDC. Do they primarily make senior debt investments, and if so, what % of their portfolio is...

5
+1
Stuck scoring in the 50's (Series 7) Advice?

Z23

Hello all, I've been studying for the past 2-3 months (1-2 months going through the book & the 3rd month doing final exams) I've been using STC Interactive and am currently stuck scoring in the high 50's, I have just enrolled in Kaplan's 4-day Course hoping to get my scores up. I've even considered...

2
+7
AMA- Single Family Office

theman1317

I have worked for two years for a Texas single family office. I also interned there in college. Ask me anything ...

18
+3
Brandes Investment Partners — Thoughts on Firm Compared to Peers?

htj

Does anyone have any recent insight into Brandes compared to similar firms? I've searched the forums but most of the discussion is rather old. How do they treat their research associates/analysts, etc? Any tips on what they like to see in candidates? Thanks....

14
+3
Research Analyst Comp - Big AM Firm

throwaway213654

Fairly specific question. What comp package should be expected for a Research Analyst at a large, well regarded, asset manager in Boston? I’ve spent a few hours reading through all the posts and salary reports on this topic and I am seeing a very wide range, and most of the info is at least 4-5...

9
+1
Sands Capital Management question

lakebeachadvisors

Looking for info on them - they have a posting for an internship there and I've spoken with some people there, and just wanted to know if anyone else was doing the same?...

1
+12
CFA Weekend

Secyh62

Time to get it done, Saturday is the day. A little last minute for this post but: Who's taking it/What level/What number will this attempt be/How are you feeling about it? I'll be siting for level 2, will be my second go at it. Passed level 1 first try the previous December and didn't have enough t...

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