+3 2024 Summer WM Analyst Applications 1 1y
+3 Robo 1 1y
+3 GS PWM - Analyst Base/Comp? 2 1y
+3 Fixed Income Research or Valuations Internship? 1 1y
+3 10 year treasury vs Apple Savings Account 3 12mo
+3 What are the pros and cons of a CFA (finance)? 3 1y
+3 Wealth Mgnt vs Commercial Banking : Which is more valuable to a regional bank? 1 12mo
+3 How to prep for a Wealth Management Superday? 1 11mo
+3 Mis Sold Pension Compensation 1 11mo
+3 Family Office Recruiting 1 10mo
+3 Splitting the bill at networking lunches? 1 10mo
+3 Free Series 65 exam manual from Kaplan 1 9mo
+3 Rising junior. Is it still possible to recruit for WM (even AM in general) in the end of July? 1 9mo
+3 JPM Private Bank - London 1 8mo
+3 Internship Applications Open 0 7mo
+3 Banque Cramer & Cie SA - is it a reliable bank? 1 7mo
+3 Tax-efficient investment options 1 6mo
+3 Wealth Management recruiting season 2 4mo
+3 GS Ayco Internal Mobility 2 4mo
+3 JP Morgan FADT 1 6mo
+3 Working at SWF in UAE 3 3mo
+3 PWM Freshman Winter/Spring Internship? 2 4mo
+3 Client and Relationship management roles? 2 2mo
+3 Wealth Management Superday 2 4d
+2 Pre-MBA PWM internship 2 2y
+2 How to answer some common PWM Interview Questions 1 2y
+2 Advice plz: Sophomore Morgan Stanley PWM NYC or No-name IB? 6 2y
+2 Analyst PWM hours - London? 11 2y
+2 JPM Private Banking Groups 9 1y
+2 Private Banking Salary Progression 2 2mo
+1 Wealth Management vs Investment Management Salaries 4 2y
+1 PWM/Private Banking selectivity vs IB or S&T 2 2y
+1 Problem Solving 101 3 12y
+1 Cannot acces guide need another 2 11y
+1 How to get an internship with Merrill Lynch for Private Wealth Management or similar positions 1 2y
+1 UGA for ATL PWM? 2 2y
+1 How important is networking in wealth management? 1 2y
+1 Will China Asset/Wealth Management sector surpass the US's in the next 40 years? 4 2y
+1 US bank corporate banking role or Morgan Stanley wealth management? 7 2y
+1 Waiting To Hear If I got an offer From Wells Fargo 2022 Wealth & Investment Management Analyst Program Banking Lending & Trust - Products Development and Innovation Charlotte 2 2y
+1 wealth management 1 1y
+1 Why are JPM/GS considered the best in private banking? 10 1y
+1 Interview for BlackRock US Wealth Advisory- National Accounts 4 1y
+1 Wealth management basic template 1 1y
+1 Help needed urgently 3 4mo
+1 Mutual Fund Trader @ WM Firm 1 3mo
+1 WFH in PWM/PB? 2 1mo

Career Advancement Opportunities

April 2024 Investment Banking

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

Overall Employee Satisfaction

April 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

April 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

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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...”

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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...”