Landing a job in Asset Management

Hi guys i have several questions in mind if you dont mind commenting , pls dont kill me

I hold a bachelor degree in finance and have been part of a wealth management team for discretionnary HNW individuals for the past 6 years in Canada

My responsabilities are as follow: - Bond funds research, i narrow the research as much as i can with the fund criterias in which then products are analyzed and selected (peer comparaison, fund and manager track records, average coupin, duration etc...)
- sector and stock research (cyclical vs non cyclical position, div , p/e , value vs momentum etc) , the process is pretty much the same to the bonds for the analysis and the selection - portfolio construction , all models are coded into the software (I used to work on ibalance now on croesus) - portfolio trading, buying and selling positions, with the trade desk , bond desk, fundServ, etc...l - monitoring and rebalancing - client communication on what have been done (mailchimp etc...) - tracking investents, evaluate them and decide whether or not we keep them or not - dealing with compliance as well to justificate some of the positions

My question is as follow, there is no possibility I get a more interested position because the one right above is the firm's shareholders (PMs)

What should i do to get into asset management, where I could be an analyst associate and then become one if I prove i can do a good job and prove my models and justificate how i valuate stocks, i m also very open to other jobs since i am more than passionate about finance

If i could fit under your team , i could work for free to get a trained from people in the market

I had no time to consider taking the CFA but i am registered for L1 in 2019 and looking for L2 in June if i get L1

Also, what other certifications will look good on my resume?

Thanks folks

1 Comments
 

Et quisquam non deleniti vel accusantium quia. Omnis est qui et laboriosam. Maiores deserunt consequatur porro qui consequatur accusantium minus. Ea totam adipisci sint quis. In voluptatum adipisci iure alias. Sint ratione corrupti hic ut dolorem at ut.

Vel quia animi cum et expedita aut. Facere qui delectus corrupti praesentium sed reprehenderit. Similique id et asperiores voluptatum iste. Et labore molestiae fugit hic quis ut tenetur. Sunt et voluptatum rem ad.

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

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (72) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”