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Asset Management Assistant Portfolio Manager
Asset Management Assistant Portfolio Manager
3Sessions
Member since 2015
  • Los Angeles
  • New York
About the mentor
  • Currently, as Associate Portfolio Manager for HNW individuals, families and foundations
  • Previously, spent 4 years as a Portfolio Manager at Morgan Stanley
  • Additional experience in real return portfolio management, institutional equity sales and commodity and equity options trading
  • MBA and CFA charterholder
Expertise
  • Sales and Trading
  • Proprietary Trading

Reviews for this mentor

You are amazing! I just finished the interview and it's great! I was asked all the questions you have prepared me and didn't ask any technicals. Questions asked: strength and weakness, view about market, what do you do outside of work, self info, why finance, why hedge fund, location preference, how my writing skill sets are. From his reaction, I think he likes my answer. He told me that next round would be 3 or 4 people in office interview with other investment analyst. And final round would be 2 people last. Thank you so much for helping me prepare. It's so useful. I wouldn't be able to behave so well without your help.

I'm really touched and felt I made a lot of progress after speaking to you. Your candid, straightforward no bullshit approach not only saved time, but put a lot of perspective on my answers. I really do look forward to speaking to you again before my big Superday! You have honestly been the best mentor I could have asked for, my friends and colleagues didn't do much to improve me like you did.

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