Possible avenues in asset management

I've been working in a sort of equity sales role for the past few years (a hybrid between sales and research marketing). My days are filled with writing lengthy sales commentary to string together + supplement research views into a narrative targeted at particular groups of clients. A very senior person at one of the big asset management firms has always been friendly towards me, and when I bumped into him recently and mentioned work frustrations, he said that we should definitely meet after his holiday as he has a good opportunity for me. Thinking back on past conversations, he once also mentioned "you belong in Asset Management". I have no buy-side experience and haven't worked as an analyst (frankly speaking, my finance education and even excel skills have been fading from memory in my current job) so I'm wondering what this might be. I'm also wondering why he has seemed so eager to hire me, as I don't think I've demonstrated brilliance in my few interactions with him. The only thing that comes to mind is that I've organised several CEO roadshow events and he might believe that I am very well connected? I also moderated a couple sessions once at a conference that he attended. This guy is a former PM, now titled as a strategist with responsibilities for business development. If I were to go into asset management, I would want to have real advancement potential and not be in some marginal role (miscellaneous marketing/business development or the guy who writes the quarterly newsletter). Any ideas? Since this guy is so friendly towards me, I'd like to be able to pitch a role that works for both sides.

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 (202) $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
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”