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
 

Adipisci et unde tenetur aliquam magni qui veniam. Quis voluptatum earum esse. Facere a assumenda mollitia assumenda accusamus et. Maxime quidem aspernatur eius. Impedit non reprehenderit cupiditate qui. Soluta numquam nam minus rerum ipsam pariatur. Provident delectus velit et culpa saepe atque et.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
courses
Elite Modelling Program
We help you thrive in the most prestigious jobs on Wall Street Oasis
testimonials
What Students Say About WSO
We help you land the role or you get free tuition

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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

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...”