Investments or Research

My friend got 2 offers, both in Wealth Management.

One offer is to work in Investments with a Financial Advisor (Portfolio Management Division)

The other offer is to work in Equity Research (sell-side) of the Wealth Manager

She wants to eventually become a Lead Portfolio Manager of an equities fund...and she has been asking me as to which experience would better prepare her for a PM job in the future.

I would think Research being that most PM's come from a Research background.

If you could pick between Wealth Management Investments or Research, which would you pick?

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Comments (2)

Nov 21, 2008 - 11:33pm

Financial advisor is client facing, less analysis and more sales.

Equity research at a wm? is this a boutique? WM at bigger firms rarely have a equity research dept. They have equity/FI desks etc... to assist advisors. Some have small capital markets divisions to carry out activities for clients.

Equity research (if its legitimate) is defenitely the better choice.

Nov 22, 2008 - 9:45am

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