Current analyst at top BB private bank in a regional office (still have VERY large clients). After an insane amount of networking and now some real experience I feel like I can answer most questions PB/PWM related. Feel free to ask me anything.
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Irrelevant xD
lmao, your bosses are clients....
Hey thanks for doing this.
- Do you have any insights into how different PB is in offshore territories (BVI, Malta, Channel Islands...) or Europe (especially Luxembourg, Switzerland...)?
- How do you feel about your career path, will you stay or seek an opportunity in other roles (AM, IB..)?
- What do you like the most about your job?
- What does your day typically look like?
- Does your regional office still provide good networking opportunities, especially with clients?
- How big is tha D?
Hi,
- Could you talk about what your work consists of as a PB analyst?
(More specifically do any tasks involve coding in languages other than Python and R, or use Statistical Learning techniques for data analysis, or Portfolio theory?)
- Do you have any advice on eventually progressing from an Analyst to a portfolio manager?
- In a previous response, what did you mean by "$x MM of inflows you bring in"?
(Does inflow here mean return on investment or the amount of money that the clients you garner added to the AUM of that regional PB?)
- How did you end up going about an insane amount of networking? What did you network for?
Some information about me:
I am currently in a quantitative finance program and want to become a portfolio manager.
I got an offer in November as an SA in PB at JPM, and am debating whether or not to keep looking for more quantitative opportunities. I like PB for the potential to have a genuine and interesting connection with clients, to be able to play with rich people's money, in a good way, of course.
But I also want to be able to use a fair bit of math, probably not stochastic calculus, but I am interested in basically using things I learned with my expensive math finance degree. For example, techniques in (Introduction to Statistical Learning by Tibshirani), time series, portfolio theory, and writing code in C++, R, and Python (not just Excel).
Cheers