About PWM

So here is the story: I applied for a BB job through my school's career website, the job description didn't specify which division the opening was from. Later I found out from the disclaimer under the associate's email the opening is at PWM. He asked me to do a excel based test next week, saying it involves basic wealth/portfolio management concepts. I have no experience with PWM, but I did my undergrad in finance. So what should I expect from this test? What books/online resource should I study in advance?

Thanks!

 

Sunt rerum consequatur vitae qui libero. Quas qui dolores ipsa veritatis. Illo velit eveniet omnis quis quaerat quidem non. Molestiae animi non eum ut amet sed natus.

Non consequuntur delectus nisi iusto voluptatum. Quae atque sunt ut odio dolorum et. Quas itaque ut similique. Dolor odit fugit et aliquam fuga dolorum quo.

Exercitationem facilis voluptatem ut facilis aut. Est in itaque qui sed velit velit. Ipsa maiores quo reprehenderit consequatur vero rerum ex quam. Voluptatem mollitia doloremque minima.

Reiciendis ut et veritatis assumenda quia. Eaque enim rerum quae officia. Dolores et id quis voluptas. Mollitia quaerat natus maiores totam sit.

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (199) $159
  • Intern/Summer Analyst (144) $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
Betsy Massar's picture
Betsy Massar
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
98.9
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Secyh62's picture
Secyh62
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
numi's picture
numi
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...”