Showing results:
Displaying 1 - 21 of 21
PIMCO Portfolio Associate, worth a try?
Hi all, I was approached by PIMCO recruiter last year about a Portfolio Associate - Asset Allocation Role (the role is based in NYC), and I did multiple rounds of interviews with them. The overall interview experience is great. I currently work for a large derivatives exchange as a quant researcher,...
Anything ETF
Reckon we lack a thread for people in ETF and might as well create one. Wonder how everyone got into the industry in the first place and your visions regarding its future.
Early career dilemma
So I have recently began my first job as an Investment analyst at an Asset Owner in London. Where I work, the team isn’t huge but we do manage a lot of money and very risk on. Here the emphasis is on manager selection. Pressuring managers on ESG and finding strategies which suit our mandate. What...
Partners Capital?
Reposting on the HF forum in case this is not relevant to AM - Has anyone heard of / worked with Partners Capital ( https://partners-cap.com/ )? They position themselves as an outsourced investment office. "Our clients are evenly split primarily between two groups: investment professionals and...
Partners Capital?
Has anyone heard of / worked with Partners Capital (https://partners-cap.com/)? They position themselves as an outsourced investment office. "Our clients are evenly split primarily between two groups: investment professionals and institutions. Our private clients are predominantly founding and...
Summer Internship Decision: JPM PB vs D&C ER
Hi everyone! :) I am a Spanish graduate student attending an Ivy League university in the US (think Wharton/Columbia/Yale) studying finance and economics. I know I want to work in the Buy Side but I am still unsure if I should do AM or PB. I appreciate work/life balance and I would like to work in...
Moving From Large Bank to a Friend's Smaller Private Real Estate Fund
Decided on what I will do. No need for post anymore. Just filling in gaps to meet minimum. That is it.
Where to Deploy Capital in This Market
So I'm sitting on a lot of cash right now (~30% of my portfolio) and am looking at sectors to invest in. It looks like the S&P 500 is pretty expensive (NTM earnings yields are in the mid 4%'s, and the Schiller PE is ~30x), and we've had a long bull market that will likely be followed by a moderate...
Portfolio and risk management books
Hello all, I am a complete noob when it comes to portfolio and risk management. I am currently a global macro analyst at a boutique research shop. But, saying in my report that clients should go long country X, and short country Y on a 12-month time horizon is probably really different than actually...
How Do You Invest Your Personal Portfolio
I'm intrigued by the differences in opinion among so many investors, as there is really no right or wrong way to invest your assets. So it got me thinking: How do you invest your personal portfolio and what is your strategy? Are some of you still stock-pickers? Do some of you just make sector bets...
Long-Term Investing Advice: Am I being unreasonable?
Hi all, Created a separate throwaway account for obvious reasons. A little background: I am 22 and will begin working FT for a management consulting firm after I graduate from undergrad later this spring. I know this may not get a lot of sympathy, but my family is fairly affluent (i.e. ~$50M in...
Any experience with AQR Capital Management?
I have a phone screening coming up with AQR. Any idea what to typically expect at that stage? The role is in portfolio management / asset allocation .
Global macro recruiting - a primer
Please help me figure out the financial model I need.
I'm in school for my MBA , but right now I am in need of a portfolio optimization tool for a hobby of mine. I'm just not sure what to look for. I think the easiest thing to do would be to describe what I need and hopefully someone can tell me what I need to look for. My goal is to be able to find a...
Why are Defensive sectors leading others in the S&P this year?
In 2012, Financials and consumer discretionary stocks were both up 20+ points annualized. This makes sense as the economy was in the early recovery phase (so cyclicals made gains) & financials had been bailed out. In 2013, consumer discretionary stocks led the way again followed by healthcare,...
software for fund selectors: MorningStar, eVestment, Bloomberg?
How do MS Direct and eVestment compare with Bloomberg for fund screening? If I understand correctly, MS direct is cheaper than Bloomberg (17k p.a.), what about eVestment? MS direct provides 3x smaller coverage of hedge funds than Barclays Hedge/Eurekahedge, is eVestment any better? We mostly need it...
Asset Allocation Analyst roles
Question is related to the activites of an asset allocation Analyst. I’ve just recently started looking into these opportunities and my general take is that you do macro level analysis versus in an equity reserach postion there would be a lot more micro analysis (company level) involved. Can...
AllianceBernstein asset allocation
I got a first round interview coming up with AllianceBernstein for the asset allocation Associate Rotational Program. I've been prepping my fit questions and the basic allocation models I learned from my classes--efficient frontiers, risk, etc., but I'm nervous that I'll be asked more specific...
Portfolio Construction Case Study
Hello fellow monkeys, I was just introduced to a case study via the finance association at my school and we are to construct a portfolio for a married couple with these objectives and credentials. -Husband and Wife both age 30 (don't want kids) -Each make 125,000 a year -Want 150,000 annually...
TAA
Anybody here have experience in tactical asset allocation ? I've googled this obviously, but wanted to see if anyone here could provide some feedback. Thanks.
Commodities Asset Allocation
I was recently given this scenario and would appreciate any advice as to how I would begin to approach and structure the answer. Currently in a totally unrelated field, looking to make the move into asset management . You're an analyst working with a family office. You're considering allocating 5%...
or Want to Sign up with your social account?