Q&A | Asset Management, Investing & the Stuff They Don’t Teach You in School
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Hi everyone! I’m a new WSO mentor and thought I’d introduce myself by opening up a Q&A.
I’m a Senior Investment Analyst with 5+ years of experience in investment and wealth management, working across equities, fixed income, multi-asset portfolios, portfolio construction, manager research and performance analysis.
One thing I’ve learned along the way is that working in asset management is a lot more than picking stocks and staring at Bloomberg all day. There’s research, portfolio strategy, Investment Committee meetings, client objectives, market chaos, implementation and occasionally trying to explain why a perfectly reasonable investment thesis did not receive the memo from the market. 😂
So, ask me anything! Whether you’re trying to break into asset/wealth management, preparing for an interview, figuring out how to build an investment thesis, wondering what the day-to-day actually looks like or just trying to decide whether this side of finance is for you, I’m happy to share what I’ve learned.
No question is too basic, we all started somewhere. Fire away!
