Seeking Advice - Choosing RMBS vs Commodities, Bank vs Hedge Fund

Hi all - I've been a lurker for a while and made an account just to post this question, but after checking out the forums a little I think I might stick around. I'm hopeful you all might be able to provide me with some direction:

Here's my situation - Like every wannabe hotshot undergrad I came to wall street looking to trade. I've been working at a BB Bank for a year now, pricing and monitoring risk on a fairly large non-agency RMBS portfolio. I can price the most esotric cuspy piece of shit resi CMOs there are, but I'm no closer to buying a bond then when I started. Long story short, I managed to score a junior trader job at a commodities-only hedge fund. So my dilemma - stay in securitized products in a fairly isolated and secure position, or take the hedge fund job while I can get it (even though I know exactly 0 about commodities...). It seems like a simple case of high risk / high reward, but I think you guys will probably have a better perspective than I.

Thanks fellas.

6 Comments
 
Martinghoul

I have a dim view of commodities funds, so, personally, I wouldn't jump, if I were you.

Curious about your opinion on commodities funds - would you mind explaining?

 
whalesquid123 Martinghoul:

I have a dim view of commodities funds, so, personally, I wouldn't jump, if I were you.

Curious about your opinion on commodities funds - would you mind explaining?

I just think that it's a very overhyped field and there's a LOT of funds in that space that really shouldn't be around. It's a pure subjective opinion, so take w/large pinch of salt.
 

Be careful with the junior trader positions, they are often just trade support jobs where you will settle and match trades while getting yelled at by the actual traders...make sure you would actually be getting into a FO position.

 
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