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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... | 76 |
| +40 | 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... | 34 |
| +34 | 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... | 18 |
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| +1 | Thoughts on the value data science brings to Asset Management? jjbourne Hi everyone - I've read A LOT over the last few years about data science and it's potential value to Asset Management, especially coming from the CFA Institute publications and blogs. I've worked in portfolio management for a large investment firm for six years after graduating college and got my ... | 1 |
| +1 | Rockefeller Capital Management monkey985 Does anybody have any familiarity with Rockefeller Capital Management/summer internships in their AM division? I know they are run by Greg Fleming from MS/BAML, but haven't heard much else about them. Thanks!... | 5 |
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| +13 | AMA: Current junior quantitative researcher DeepLearning Hi everyone, I've enjoyed this forum a lot, despite it mostly being about IB. Overall career advice here has been really good for the most part. @thebrofessor" suggested last week to do an AMA so I thought I would give it a shot. A little about me: I went to a target/semi-target and studied math ... | 31 |
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| +7 | Fidelity Investments Investment Research Associate Internship 2019 Laro98 I jut got a first round for Fidelity’s Investment Research Associate Internship for Summer 2019 and was wondering what questions to expect/tips for the interview. Any help is appreciated, thanks.... | 75 |
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| +1 | Terrible First Company in Industry Experience BadLuckBrian I had a terrible experience at a firm--that I will not name--as my first job in the industry. In short, I walked off the job because I was underpaid (under market) for the work I was doing and that pay did not justify the sexual harassment and rafts of shit I got every day (the company had lots of c... | 1 |
| +1 | Big Data for Alpha Generation r.greene WEBINAR on NEW peer Reviewed research using BIG DATA for Alpha Generation... "Web Luminosity as an Alpha Factor." Message me if you would like to join us on October 23 at 11am EDT or 8pm EDT and I will send you the link to sign up. ... | 1 |
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| +1 | Blackrock Client Portfolio Solutions (CPS) - Thoughts on Comp? Canadiens16 CPS is a new group at BK focusing on building model portfolios (I know there are similar groups like this on the street, e.g., GSAM GPS) and serve as an outsourced CIO. A friend from BK referred me to a VP position in Strategy & Business Development. Link: https://careers.blackrock.com/job/BLACUS31... | 2 |
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| +1 | Stock and Credit Pitches for Interviews HungryMonkeyMan Hi all, Currently in a top 15-ish MBA program and I could use some help regarding pitches since I am recruiting for buy side roles. For equity I am all set and understand how to put together tear sheets for interviews. However, I want to recruit for fixed income as well and I was hoping someone her... | 1 |
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| +1 | Financial Advisor Exit Ops? kostcoguy I'm an FA at a BB in Los Angeles, just seeing what my exit ops are. I've been here for about 7 months and have had enough of cold calling (so no sourcing deals in IB in my future...). I'm fully licensed and love the research side of things but I'm no excel wiz. Just testing the waters to see where o... | 22 |
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| +1 | BB AM Distribution Intern Superday ibusundergrad I have a superday coming up with an asset management distribution position within one of BBs. What should I expect and know? Can someone explain the distribution function within AM?... | 1 |
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| +2 | Dimensional Fund Advisors - good choice? James.Stock Hi guys! Hoping to get some insight on what the portfolio management Group is like at Dimensional Fund Advisors. My main concern is their investment philosophy. They base investment decisions on academic research and tend to stick more towards the passive side. If I want to be an active manager one... | 7 |
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| +4 | How long does BlackRock take to get back to you after the first round interview? Anonymous Monkey Waiting to hear back, wondering if they send out rejections too. Hoping to get some insight on process ... | 6 |
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| 0 | PWM and PB Questions cdnbig5 1) How does the hierarchy look for PB/PWM? For example, at JPM Private Bank, does the hierarchy generally follow the same titles as IB? As in, analyst -> associate -> VP -> Director -> MD. 2) How is the general atmosphere at a PWM/PB firm? Is there a constant competitive feeling to keep up with you... | 0 |
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| +1 | Seeking help for PNC Summer Intern First Round Interview minibryan I am a sophomore at a semi-target, and I was selected for first rounds for PNC summer internships in their asset management group or for corporate/institutional banking - capital markets. Which should I pick? The capital markets one would be harder but more related to IB, but I honestly have no idea... | 1 |
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| +1 | Boutique AM like Polen, Causeway, Sands exit opps? lakebeachadvisors Interested to hear what people's thoughts are on sort of more boutique AMs, from an RA and internship perspective. Think Polen, Causeway, Sands. ... | 4 |
| +1 | Blackstone asset management portfolio company compensation info. EE with MS and MBA What can I expect for compensation at an asset management firm ( who manage assets, and M&A activity for Blackstone) who is considering me for a role at their firm? They are approximately 30 people. They manage about 5GW in power plant assets. My profile: I have a BS, MS in Electrical engineering,... | 1 |
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