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+50
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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Landed Internship with MS

Anonymous Monkey

I come from a non-target and I come from a non-target. My story is interesting and different from the average undergraduate student's, but I just wanted other people from non-targets to know they can make it into the industry too. I constantly see threads from kids freaking out and trust me I was do...

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Goldman Sachs PWM

chicandtoughness

Just got an email out of the blue asking if I wanted to interview for a PWM position on Dallas (not quite equities, but...) Couple of questions: 1. How has Goldman's PWM business grown lately? A lot of the "rank these firms!" threads I've dug up via search tell me conflicting things. 2007-era threa...

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How is Goldman Sachs PWM Group better than MS, JPM's, etc?

chatsnap

Is there any difference at all between the private wealth management groups in the bulge bracket firms?...

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Asset Management in Canada

OffsideNewside

Hi Monkeys, Can someone enlighten me on how to break into AM in Canada, the salary and how the promotion process to PM is? More so in mutual funds in Canadian banks, or well-established investment management firms like Fidelity and CI. Thanks...

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Boston as a ExPat

FRV

Hi guys, I might need to move to Boston due to a disease that my 6 month old has (still no confirmed diagnosis). I am from Latam, and was wondering if anyone had been in the same situation, looking for a job near the Boston area as a non-english native. I have +7 years in WM (product development esp...

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Wealth Management Internship Day in The Life

kanye2020

This summer I'll be working at a BB as a private wealth management intern in Chicago. I'm curious about what a typical day will look like (hours, work load/content, etc.) Plan on reaching out to those that interviewed me before the summer starts, but would appreciate any insight from people within t...

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How can I check what PMs have 'skin in the game'?

quartermile

Hi WSO, Is there a database or any easy way I can see if a fund manager has invested in their own fund? I heard that morningstar released this kind of report, but I can't find the full list anywhere. Any pointers are much appreciated....

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Where does Janus Henderson fit among the asset managers?

darthStrader

Not much on Janus here. What are the firms' peers? Reputation, exit ops, lifestyle? Any particular niche they specialize in?...

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Waiting on my written offer after verbal, worried

Oakmont

Hey guys, so everyone on this site has been super helpful in terms of advice and helping me succeed in the interview process. Right now I’ve been waiting on my official offer letter for nearly a month since the verbal (Intern). This is for a BB. I’ve been in a good contact with the team I’ll b...

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Yes or No?

nok15105

Hey guys, I had an interview this last week with a local AM shop about an internship for next summer, and they told me to come back and meet with the CEO. Does this mean I have a pretty good chance of getting an internship? Sorry if this seems like a dumb question, I am kinda new at this and don't ...

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data scientists and pm

t4s

So let's say there is a team responsible for managing investment funds, and that team consists of portfolio managers and data scientists. How would the relation between the pm's and data scientists be. Do the data scientists have a say in the investment process (and therefore are possibly up for pro...

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Wealth Credit Risk?

aerodye

Hi All, I'm on a rotational scheme within risk and I'm considering gunning for a position within Wealth Credit Risk as one of said rotations. Would this be a good choice if my long term goal is to get into portfolio/asset management, or would it instead be better to go for more traditional credit...

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Wealth Management Recruiting Season?

Morgan-Smith

I’ve been lurking on this forum for awhile and noticed that there’s been a lack of major superdays for wealth management discussed, while most other positions like audit or financial analyst are already done thier recruiting seasons. I’ve applied for wealth management basically at every major ...

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JPMorgan Chase SA 2019 Wealth Management Intern

BDWK

It doesn't seem like there's a thread for this but I just got the HireVue for the WM 2019 internship. I'm curious if anyone else did as well and whether or not the questions will be the same as they are for the IBD HireVue. Best of luck to everyone in the running!...

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Noticed a lack of discussion on them but thoughts on Fred Alger?

lakebeachadvisors

General thoughts/ reputation. I know their performance is good, equity growth focused, but not much else. Thanks,...

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Baird On-Site Interview Tips

TheOfficialMachine

Hey everyone, I had a phone interview with Baird this week for a Private Wealth Management internship and heard back in less than 24 hours about an on-site interview. Any tips? Questions I should be expecting?...

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First Job-Offer: Looking For Advice

B1GFB92

What's up everyone? I haven't really posted on this site, but have utilized it significantly over the years as I tried to decide which career path to follow. I have wanted to go into Investment Banking since I was a Sophomore, but came from a Non-Target school which limited me greatly. It was still ...

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Question about M&A and LBO

fomo120

Hi all, I have a question about M&A and LBO modeling. I'm a recent grad and am interested in research/analyst positions where I use financial modeling to make projections on stock valuations. Now, since I am interested in such positions in wealth management/investment management firms, and NOT Inv...

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Monetary and fiscal policies historical info in US and UK/Please helps

sharehunter

I am studying about monetary and fiscal policies in US and UK. So I try to find the historical change in these policies with expected info from 1900 but I still can’t find out (I see the FED fund rate in Bloomberg terminal but it only has from 1954). Please kindly guide me where I can find these...

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During a market crash or bubble burst like 2000 and 2008, who is more at risk of getting laid off, IB Associate or ER Analyst?

DNMA82147

*ER Analyst at one of the top asset managers. I think the whole AM industry is generally more at risk because it's directly related to market risk. Correct me if wrong....

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Wellington Management Summer Internship London 2019

mmcml

Hey guys, does anyone have any experience going through the investment research internship process with Wellington Management? Specifically the London office but any input would be helpful. Just want to know what the process is like (behavioural or technical?) and what the internship is like (and th...

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Wellington Post Superday Timeline

Bull Nye

Has anyone heard back from the undergrad full-time Wellington super days last week yet? Or does anyone have any input as to the timeline from years prior? I had mine last Tuesday and have yet to get any indication one way or the other. Thanks for the help....

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time

nok15105

deletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedeletedelete...

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UBS AM - Summer Intern Programme

dennispouka

Hello guys, Apparently, I received a video interview invitation, after completing some assessment tests. They say the deadline is until 7th of January. Do you know if I must do it as soon as possible (= applications are considered on a rolling basis)? Secondly, given the fact that I feel the numeri...

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2020 Summer Recruiting

Laro98

I was wondering what the timelines are for banks in Summer 2020. I overheard some are pushing to Fall 2019 and others are staying. Does anyone have any information on this?...

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Should I move to Boston for this job?

jtwist

I'm looking for some help thinking through a career move. I'm a quant strategist at a hedge fund in NYC and I have an offer to move to a similar but somewhat more senior role at a top tier asset manager in Boston. I have 8 years of experience and I've spent all of that in NYC so I'm concerned about...

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BlackRock ACS Superday

bankingboy29

I have my superday with BlackRock's Aladdin Client Services division tomorrow and wanted to know what to expect and how to prepare for the interviews. The superday structure is 4 half hour interviews and one group exercise. ...

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Best suggestion to work in the buy side

Merlo97

What kind o tips would you give someone who wants to work in the buy side? For instance in terms of internship/academia . In my particular case, doing a Msc Finance is absolutely necessary (poor undergrad brand). Which kind of master do you suggest to work there (I know, it includes a broad variety...

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Financial Modeling/Valuation Programs in Orange County - Recommendations

Halcyon Investor

Hello all, I'm currently looking for full-time positions in the Orange County area and am looking for reasonable financial modeling/valuation programs while I continue my job search (preferably Mission Viejo/Irvine). I don't have any accounting background, so programs offering thorough guidance in...

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Fidelity Emerging Leaders Program info?

susannunya4

Does anyone know much about this program? Compensation, exit opportunities, comparisons to other programs, etc all would be helpful....

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Fordham MS in Global Finance vs Babson MS in Finance

pb178

Hello! I am an international student from India. I have currently gotten acceptances from the two programs mentioned above. My goal after the program is to obtain employment in the US, preferably on the buy side in asset management or equity research. I have listed some of the features of both the p...

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Microsoft: The (not so) Evil Empire

CuriousCharacter

Ah, **Bill Gates**. Growing up, William Henry Gates III was the kid you loved to hate: With an IQ of 160, a today’s dollars-trust fund worth north of $20mm, AND politically connected parents, he was smarter than you, richer than you, and had a brighter future. *But hey, you were better looki...

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Blackrock Financial Market Advisory (FMA)

excelmodels_cokebottles

Recently received a FT offer for this group and wanted to get some more up-to-date insight on where this group stands. I've read almost everything about this group that's been on WSO in the past and know they've done valuation of maiden lane vehicles, bank stress tests, and worked with Greek Bank. ...

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Real Time News Service Providers - Traders - who's on top these days ?

roaso

Hello all, just checking in, wondering who is on top for real time trading news services these days. Besides Thomson Reuters.. for 2019 are people mostly using Benzinga Pro ? TradeTheNews ? TheFly.com ? StreetInsider ? Hav been with Tradethenews and Fly for years - but hearing a lot abo...

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Blackrock Superday ACS 11/8/18 New York

danieldanielnyc

I had my superday for ACS summer analyst on 11/8/18 in New York, still haven't heard back yet. Anybody has heard back or any insight? ...

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