PM underperforming, closing my market, zero bonus, likely out of a job soon — advice?

I’ve been an analyst at a long/short fund for a little over a year.

Pay is substantially below market average: 1/2 or even 1/3 Base.

My PM is underperforming and tends to shift blame even though I was up in paper portfolio performance. Because of his track record, he will be closing my market coverage in 2026 and reallocating capital away — which realistically means I’ll be out of a job soon. I also got zeroed on comp this year.

Has anyone been in a similar situation? How did you navigate the decision to stay for optionality vs. moving to another platform where comp and career progression are more aligned with contribution? Any advice on timing or approach is appreciated.

11 Comments
 

Honestly I’d start looking for another job now while you still have this seat.  Staying at this seat for optionality sounds like a crazy idea when the guy is zeroing you out, shutting your coverage and also pays you below market.  Go work for someone better that’ll pay you at least a respectable wage.

Do your diligence though for the next seat. Plenty of guys like this in the industry

 

 

If OP is trying to interview for an analyst role, it is very likely he will get asked to pitched investment ideas as part of the interview process. I have heard requests to pitch anything from as little as 2 long 2 short ideas to as many as 15 long 15 shorts. When you are out of a job, your access to broker resources or Bloomberg is very limited. You can get some goodwill here and there, but your ability to research is going to be much more limited than if you were sitting in an analyst seat currently with access to everything.

It is not impossible to interview with limited resources, it just makes your interview process much more difficult. Not to mention all the narrative burden of trying to explain why your boss fired you. The job search process gets more downhill the longer you are out of a job. 

 

My PM has been underperforming in my market for the past 2 years now. I’ve been covering the market for the past year. The previous analyst under him left due to anxiety and was underperforming as well. Thing is our investment styles are very different - He likes to be contrarian and has gone Long names which I felt were fundamental Shorts (despite me trying to tell him otherwise) and vice versa with our positions vastly different. I’ve been consistently outperforming this year with only 4 weeks where I drew down & most of my earnings calls went the right way.

Now he’s pinning his underperformance on me because “I should have convinced him to follow my positions” and getting zeroed on comp which I found quite ridiculous.

 

Basic principles about this industry:
 

  1. If you haven’t generated a profit and your team has not generated a profit, you need to start looking to switch now. It is not ever worth sticking around for trying to play for the upside because it is likely that others at the firm will start to leave and not only will you have to make up losses on your end, but also your peers. In addition, you do not want to be the last one out, because typically your peers will attribute losses to the “others” at the fund and if you’re the last man standing then that blame will be placed on you (making you less marketable). In an interview setting, every analyst has some how made money, and the rest of his team is down. People are savages. The only scenario that works in this industry is where you make money for the firm and team makes money for the firm. You need both.
  2. In the industry, economics accrue to the PM, and the analyst is interchangeable and expendable. In a scenario where there is no bonus pool, the analyst is extremely expendable. Look for a new seat while you have the resources. It is extremely hard to recruit and get a good package if you are not sitting in your seat.
  3. PMs are generally not trustable until the day your bonus gets credited to your bank account. Trust no one until the money is in the bank. The only day a PM is trustable is the day after the money is credited. And even then the PM is trying to do whatever he can to retain you.
  4. This is an industry of incentives. Follow the money. 
 

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