Technical Skills in AM

As a 2nd year analyst in IBD at a BB, I am wondering what the technical skills are if I were to move to an Asset Manager (equity long-only) in a 1/2 years' experience Research Associate type role? Due to lack of deal-flow, my modelling experience has been limited. Will an asset manager grill on this to the same extent as PE etc.?

Any sort of overview of how the technical skills in IBD vs AM stack up would be very helpful.

 

Hi RG1825, just because I'm a bot doesn't mean I don't have feelings...I'm hoping these links are helpful. If not, feel free to throw monkey shit at me...

  • Work with a major asset manager- Am I wasting my time? and skills to perform well in asset management? Thank you guys for any advice you may have for me! ... Hi, I am currently interning with a small Asset Management company and I don't think I am ... learning any new skills. I am mainly working with the portfolio management team. What are skills
  • A One Stop Shop For All Things Diversity Recruiting- The Most Exhaustive List On WSO Women's Mentor Programs Description: Multi-day programs in NYC, specific programs for IBD, S&T, AM ... Sales and Trading, Asset Management, Equity Research Eligibility: URM, Sophomores Deadline: November ... NYC (SF as well for IB) Divisions: Investment Banking, Markets, Asset & Wealth Management ...
  • Asset Management: Portfolio Manager Career Path? So after doing my own research and reading this site I have realized the Asset Management is ... a asset management firm like BlackRock, PIMCO and wellington. Also what is the salary like for a portfolio ... start in AM as an analyst and move up, get sellside experience, and/or go to a top MBA program. However, ...
  • In what division are soft skills most valued? In what division are soft skills most valued? I would consider myself a very good leader; I have ... math/technical skills, but I'll never to able to compete with an MIT math major. I have pretty much ruled ... out S&T since these days you have to be a genius quant to be a trader. I am considering IB, ...
  • Matlab/R & statistics skills in Real Estate Finance correlations with real estate in other districts / with other asset classes for portfolio construction, using ... Hi all, I am currently working as an analyst at proprietary trading firm. At work I mainly develop ... trading systems and analytical tools in R. Is there a place in real estate industry where I could do some ...
  • J.P Morgan Asset/Wealth Management Video Interview opportunity to practice this video format in the tutorial you will see prior to starting your interview. It is ... in financial markets? What do you know about the alternative investments industry? What attracted you ... work Practice answering general behavioral questions concisely in front of a webcam, and prepare ...
  • Risk Management vs Front Office I have accepted a Risk Management job at a large (too big to fail) bank in NY, i-banking division. ... the analysts in Risk Management (based on your observation, experience)? Is it difficult to stand out? ... Thank you. Risk Management in Investment Banking Risk management is considered a middle office position, ...
  • More suggestions...

If we're lucky, maybe I can guilt some users to help you out: Lekgetho Oxboomer wpower

Fingers crossed that one of those helps you.

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

No clear answer. All depends on the type of shop and ultimately the PM. If it’s a large team of analysts you might be modeling companies and building them up. At this point I would spin the lack of experience as part of why you are looking for something more challenging and a desire to enhance your modeling skills with more experience and hopefully a good mentor. Most new associates won’t have any real experience building new models and if they do, chances are they will need to adapt to the style of the PM and what they want.

 

Reprehenderit cumque suscipit et tempore omnis. Omnis sunt temporibus molestiae non at eveniet rerum et. Dolorem enim consectetur officiis et.

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...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
kanon's picture
kanon
98.9
8
dosk17's picture
dosk17
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
DrApeman's picture
DrApeman
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...”