Advice: Global Macro HF Seat vs S&T

Hi everyone. I have an offer to work for a global macro PM in essentially an anything-goes strategy - ie trade across asset classes as well as derivatives. The PM is well pedigreed (ex- Millennium / Citadel / Bluecrest / Brevan) but this is his own fund.

I also did a summer at a big bank (non BB but big name) on a macro trading desk and have a return there.

Which should I take what is your advice? Thanks!

8 Comments
 

Based on the most helpful WSO content, here's what you need to consider:

  1. Global Macro HF Seat:

    • Working for a global macro PM, especially one with a strong pedigree (ex-Millennium, Citadel, Bluecrest, Brevan), offers a unique opportunity to learn directly from someone with a proven track record. This could provide you with exposure to a wide range of asset classes and derivatives, which is invaluable for developing a versatile skill set.
    • The "anything-goes" strategy allows for creativity and flexibility in trading, which can be exciting and rewarding if you thrive in a dynamic environment.
    • However, since this is the PM's own fund, you should evaluate the fund's stability, AUM (assets under management), and track record. Smaller or newer funds can carry more risk, especially in terms of job security and resources.
  2. Macro Trading Desk at a Big Bank:

    • A return offer at a big bank provides a more structured environment with potentially greater job security and resources. It can also offer a clearer career progression path and access to a broader network within the financial industry.
    • However, bank trading desks often have more constraints compared to hedge funds, such as regulatory limitations and less flexibility in strategy.

Key Considerations:

  • Risk Appetite: If you're comfortable with the potential risks of a smaller, independent fund and are eager to learn directly from a top-tier PM, the HF seat could be a great choice. If you prefer stability and a more structured environment, the bank might be better.
  • Long-Term Goals: If your goal is to eventually run your own book or work in a hedge fund, the HF seat offers more relevant experience. On the other hand, if you value a broader corporate experience or are unsure about your long-term plans, the bank could provide a safer foundation.
  • Quantitative Skills: As highlighted in WSO threads, the macro space is increasingly favoring strong quantitative skill sets. If the HF role offers more opportunities to develop these skills, it could be a significant advantage.

Ultimately, weigh the trade-offs between stability and risk, learning opportunities, and alignment with your career aspirations. If possible, seek advice from mentors or professionals who have experience in both environments.

Sources: Global Macro Hedge Fund is Paradise, Q&A: Head of Macro Strategy at Hedge Fund Taking Questions, Q&A: MBB, BB S&T+IB, Top MBA, US/Global, 2nd year S&T to IBD Associate -- ask me about S&T

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Congrats, sounds like a great opportunity. I had S&T and MM HF cross-asset macro offers, so it was a similar choice. 

Just my experience and I do think the right S&T seat could be great, but I took MM HF and in 1 year I learned more than friends in S&T did in 3. Actually participating in risk-taking on the buy-side is something you rarely get on the sell-side now outside of select desks e.g. STIRs, EMFX etc. 

Your choice simplifies to becoming a specialist in your S&T product e.g. Hungary rates curve. Or a cross-asset skillset. I find people's minds to be geared to one or the other as a preference. X-asset was mine but I'd ask yourself how you prefer to come at markets - for some, it's joining the dots, for others, it's knowing the details of how a market moves better than anyone else. At times, I'd remiss at not having 'deep expertise' and having to constantly feel like I was 'behind' on what was happening in a market. So do bear that in mind - the HUF rates trader at the bank will know the flows, positioning, and historical quirks better than you. So you'll rely on seeing how one asset class affects another e.g. credit moves -> equity sector rotation -> rates reprice in USD -> EM gets hit. So it's one asset often traded in a different way. I think x-asset is a steeper learning curve given there's more to learn and it was a tough start, but it was more suited to how I think. 

Neither is 'better', just more suitable to you personally. 

 

Hey, I am heading to an EM rates trading desk at a BB (London), do you have any EM-specific advice? Don't see many EM people on here so would be good to know. Thanks for your help in advance

 

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