Back to Media Library

WSO Podcast | E135: Ultra High Net Worth Portfolio Management to CorpDev

WSO Podcast

About

In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients. We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for PWM to survive recruiting as well as what came out of over 300+ applications. Listen to why he decided on the MBA and the importance of optionality early in your career.

Or Listen to the Podcast Here:

Apple Podcasts - https://podcasts.apple.com/us/podcast/wall-street-oasis/id1463441793
Spotify  -  https://open.spotify.com/show/7nQxuApNXFkUSvojQGKyAQ?si=GrYh2zIHSsub8S8xIX0PjQ
Stitcher - https://www.stitcher.com/s?fid=413258&refid=stpr

 

Resources:

WSO Video Library (300+ full webinars and their ppt/excel files): http://www.wallstreetoasis.com/wall-street-videos 

WSO Courses: http://www.wallstreetoasis.com/guide-to-finance-interviews 

WSO Resume Review: http://www.wallstreetoasis.com/wso-finance-resume-review 

WSO Mentors: http://www.wallstreetoasis.com/wall-street-mentors-finance-mock-interviews

 

 

 

 

 

Industry

Corporate Development
Other