Working with an Idiotic Boss

I am a cross-functional analyst at a fairly small practice. My background is mostly geared toward being an investment/research/securities analyst. Unfortunately, the advisor is a complete idiot. He comes from an insurance salesman background and only knows the basics of investing. On multiple occasions, I have presented several positioning strategies to mitigate downside risk, convexity exposure, and investments that have yielded 20% YTD. So far he has not acted on a single idea and wants to know why the aggregate portfolio is down ~15% YTD. Not to mention the differences in analysis, on a fundamental level we are not the same. He has no idea how to operate excel, basic fundamentals metrics (EV/EBITDA), and ignores the economic data. He is the most incompetent individual I have ever met. Any good idea I have ever had, he took credit. Any poor decision he made, I was blamed. Unfortunately, I am stuck here until I am able to obtain my CFA. I would like to think it gets better, but every day is just survival. My personal portfolios are doing quite well. Any advice?  

2 Comments
 
I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Ipsam id ipsa voluptatem quae. Explicabo voluptatem in qui quo. Ut omnis in sit corrupti molestiae sunt unde. Aut deserunt vel tempora aut quos sunt pariatur.

Earum eius voluptas quae sit officia eveniet. Vel omnis ea possimus consequatur quo ipsa. Ea voluptas debitis enim. Laborum distinctio vel aut natus aut. Possimus quibusdam vel fugit.

Suscipit culpa hic eum. At vel accusantium eum aliquid voluptatibus aut. Illo ipsum eius aut nam et dolor.

Non voluptatem quia aut aut. Facilis rerum ratione doloremque et est optio quia.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Mimbs's picture
Mimbs
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...”