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i’m working in Front Office Finance dealing with treasury management and financial services, so it’s not exactly a traditional pipeline to Capital Markets, Leveraged Loans, Wealth/Asset Management, or Business School and that’s what my question relies on. I was wondering that since i’m at a...

I’m interning this summer at a top-10 European bank in IB, but I’ve realized I’m far more excited by markets. After talking with professionals across Europe, I’m convinced the U.S. is where I want to build my career. My firm has no U.S. markets platform, so I’ve been cramming for Asset...

Hi all, I’ve recently been admitted to the 18-month Master of Finance program at MIT, and I’m reaching out to ask for some advice as I plan my first semester. I studied Economics and Finance at Bocconi University, where I completed courses like Math 1, Math 2, and Financial Econometrics, which...

Hi apes, I’m looking to better understand the Family Office landscape and would appreciate insights from those working in this space across different regions, US, UK, Middle East, Singapore, India, etc. I have done a lot of work for family offices in my current tax advisory role and I have been...

Seeking thoughts/advice on aligning career moves with the various stages of the CRE cycle. My thesis is that each role in the industry — whether it’s brokerage, research, asset management, acquisitions/originations, etc. — has a window in the cycle where it offers the best learning, reps, and...

I Need to create a DCF for an Asset management firm. To forecast the Revenue I Need to forecast AuM as revenue is a percentage of AuM (management fee). Future AuM is driver by two ways: Net Inflows (Outflows) Positive Product Returns (Losses) e.g. Dow Jones So I Need to forecast Both options. How? I...

Hi everyone, I'm currently exploring career paths and am particularly interested in asset management and private banking. I’d love to hear from those with experience in either field—specifically regarding potential exit opportunities and long-term career trajectories. Any insights or advice...

I am currently an Australian high school student with an 99.05 ATAR. I've decided already to enrol in UNSW but have huge uncertainty in the double degree i should choose. I've got the following choices: maths + econ / maths + finance / finance + econ. I'm afraid that getting a 4.0 GPA (equivalently...

All, I am at a multifamily investor that invests in major rent controlled markets (think NYC, LA / Santa Monica, SF, DC, Portland). I was hired in an asset management role with a typical broad focus - analytics, modeling / budgeting, capital / cash management, capital markets, LP communications,...

Has anyone done the summer internship at Fidelity Investments (credit/high yield research)? Anyone have any idea on hours, comps, exit opps, etc. Would be greatly appreciated!

tdlr: Career progression and exit opportunities for investment specialist career at Asset Manager (especially for specialist roles in Fixed Income) Would any one have any insight on the career progression in an investment specialist role in Asset Management? Also what the exit ops are? Investment...

Hi everyone, I'm conducting research for my Master's thesis on the hedge fund industry, focusing on how leadership, mentorship, and strategic innovation have shaped performance and the broader asset management space. I'm currently looking for industry professionals in hedge funds, asset management,...

What do entry level hires (ie straight out of college) typically do in asset management at major banks like JPM or GS? Also, I've heard that the hours are a lot more manageable compared to IB, and that the base salary is comparable, although bonuses are typically lower. Are those assumptions...

Ive been trading somewhat regularly in my personal brokerage account and am joining a large firm soon (Vanguard, T. Rowe, Pimco, etc) Will compliance care about my previous trading history? I plan to follow every rule when I start but am wondering if my past is a red flag

Hello everyone. I am a current sophomore and am really interested in breaking into asset management. I am staying in Austin, TX for over the summer, however, I have been unsuccessful finding an asset management firm that will take me (and I have emailed/called/linkedin messaged) for this upcoming...

Hi all, As per the title, I am looking to find repuable headhunters in London that specialize in long-only and/or single manager long/short funds. I have had plenty of engagement with headhunters pitching multi-manager seats, so I would like to avoid more of those conversations. Thanks!

Was contacted for a role in GSAM DCM and wasn't super sure on the actual responsibilities. was told by recruiter it focuses on alternative investments within GSAM and was wondering if it had any relation to the new capital solutions group or if this was more related to a fund financing/subscription...

Hello everyone, I had been exploring investment banking for some time but recently shifted my focus to asset management. I know IB typically recruits a year in advance, but I haven’t heard as much about the recruiting timeline for AM. ( for a current sophomore) Thank you for your help!

Hello All, I will be applying to colleges for the 2026 intake, kindly review my profile and colleges I plan to apply to and let me know if I should make any changes. I am mainly concerned with the employment prospects particularly for Indian Students. Target Role: AM (preferably HF). My profile: UG...

Hi all, I currently work for a real estate developer in Miami, where I’m actively involved in underwriting potential investments, financial modeling, updating budget vs. actuals for current assets, making presentations for management, participating in securing construction financing, and other...

Got an Asset & Wealth Management Summer Analyst position at BB - pay is around $70k. Context for post: FGLI International student from a third world country at a target school, last seven years of HS/college on scholarship/financial aid, have a family of four to support (all on government aid/living...

Debating making exit from sell side equity sales at top 10 bank to go to alt AM. Looking at relationship manager/biz dev roles and seems attractive. Looking to move largely due to burn out from being out with buy side clients 4-5 days/week and then on the desk 6:30am next day. Anyone have experience...

Hello, I got an offer from JPMorgan Private Bank (Financial Institutions Group) and the Asset Management Client team (sales for AM). Which one is better? Honestly, not that much about pay for me I’m looking for somewhere to stay for a good while. Would really appreciate any insight. Thanks.

Hey guys, just need some general advice. Here's my story: I'm currently a junior at a non-target, graduating a little early in December 2025. I currently have an internship lined up for this summer at an AM firm with an AUM north of $600B, although the role is more client facing than technical. I'm...

Hi fellow monkeys, first post here about career. I currently work in an investment consulting company in Germany (think Hamilton Lane, Mercer, Cambridge Associates), in the private investment division. The work has been interesting but I feel I would like something which actually involves...

First post here :) (actually created an account to gauge feedback as it felt like WSO is a goldmine for that) As the title suggest, after almost 2.5y stint as a sustainable investing analyst at a European AM, a role opened up to become a junior PM in emerging market govies. I am quite attracted by...

Back again for more Asset Management talk! I was recently voluntold to take the lead on asset management for our 8 multifamily projects after our third-party asset manager gave notice. Exciting times! I’ve heard some companies have Asset Management Success Guides that outline rules and...

I have internship opportunities at Glencore, for quant research, or at a big asset manager (PIMCO, Wellington etc.) to do multi-asset research. Thinking of siding with Glencore... thoughts? Thank you

I am the Co-Founder and Managing Partner of CRES, a third-party Asset Management platform. Our core business is recurring Asset Management services, usually for Sponsors and majority Limited Partners. However, with how much we travel to cover our expansive portfolio in core markets across the...

Hey all, incoming 2025 JPM SA for the Alternatives Real Estate Products group in NYC and was curious about FT pay for An1 to VP. Are there common exits (is JP AM a top shop for buy-side seats) for PE, specifically REPE, like BX or KKR? Also, is internal transfer common from AM to IB, like REGAL IB?

hello WSO. please roast my resume! Some background: I have a few years multifamily asset management experience (albeit on a small scale), and I want to transition from a small AM to large AM. I’m actively applying for multifamily asset manager & AM associate positions. The majority of my...

ignore prospect title, current an1 at JP AM working with RE products and want to lateral to IBD. Any color on internal transfer to REGL group at JP or another BB REGL shop? Is it heard of/common?

I landed my dream role 4 years ago (Long-only AM at a large fund) after doing sell-side equity research post-MBA. While initially everything seemed great, I have become disillusioned with outflows (money continues to move to passive despite strong fund performance), politics (performance seems to...

For some background, I attend a respectable school in a large city in the south, have a decent GPA, and am interested in Asset Management after taking an AmplifyMe Simulation. I mention this because I was previously interested in Investment Banking, but after going through the AmplifyMe simulation...

Doesn't need to be IB it can be PE, Asset mgt, Investment mgt, Insurance funds, private wealth management. Even curious about commercial banking and basically all other finance jobs, such as FAANG Bus Dev. Not familiar with the finance scene out on the West Coast and was looking for some advice. I...

For context, I am a freshman @ UMich dual-majoring in Data Science and Economics along with a minor in English. I have very strong experiences and extracurriculars (currently doing quant research at a small firm, doing research, and in a lot of finance clubs on campus) I had a hard time...

Hi WSO, longtime lurker here! WSO helped me a lot during my brief stint in banking before I moved to Product Management, so I figured I'd post here in addition to asking around in my network. My CTO and I are actively building a platform (and the infrastructure) to streamline the securitization...

Hi everyone, I'm currently a senior in college deciding between two options: BB IB and large AM ER. My goal is to transition in 2-4 years into either PE, HF, or strategic roles in corporates. IB obviously offers better pay, but I’m considering ER because of better working hours, its rarity and...

I'm interested in getting into asset management. I read this thread a while back. I thought it was for asset management. (https://www.wallstreetoasis.com/forum/hedge-fund/…). Ever since then I've been following the hyperlinked OP's model on picking stocks. So I've been reading like 30 minutes a...

Targeting a move to London next Summer (REPE - AM, PM, or transactions)...couple of questions: 1) what firms have raised a decent chunk of capital to invest over the last couple of years/have positive momentum? (yes, I know the Blackstones of the world exist - not looking for that type of firm). 2)...

Hi everyone, I hope you're all having a great start to the holiday season. Over the past several months, I've been actively recruiting and have gained momentum, but I'm still finding the right opportunity. In the meantime, I've been staying productive—sending networking emails, improving my skill...

Hi! Does anyone have any experience in the Columbia Threadneedles AC for Grad Scheme in London Office? Would appreciate? :))

I'm desperate to find a job in LO/HF and would appreciate any insights or feedback. I graduated from a T10 MBA school five months ago and have 5 years of experience as an analyst at a small long/short fund in Asia prior to MBA. During my MBA, I won one of the largest MBA stock pitch competitions....

TL;DR : Need to know what to study/prep for private banking interviews (Yes, I know these are usually simpler but I'm in the middle of a career pivot and absolutely need to CRUSH these) Hello Monkeys, hopefully this thread gets some traction as the information I've received everywhere has been as...

Think I want more lifestyle and WLB down the road and was wondering when can/would you switch from IB > AM. I know IB to PE is pretty much switch from IB Analyst to PE Associate but for AM does it matter as much? Can you move as an IB VP to Asset Management? Anybody that has done this before can you...

If anyone has ever undergone the process with the firm, I'd appreciate any insights into what the superday looks like. I have heard it's behavioral for the most part, but would appreciate any additional & recent insights. This is for the NY office by the way

Hi All, Need some help here. For some background: I worked equity asset management at a large lifeco for ~3.5 Years. I then joined a growing CRE prop tech firm to help build a new brokerage focused client advisory/account management team. Unfortunately, I was impacted by a large scale layoff a few...

I work for a small to mid-sized multi developer that covers most of the major markets in the US and historically has been a true merchant developer. Buy the land, build the building, stabilize, sell (sometimes before full stabilization). We've done it well and have accumulated an incredible track...

I have an interview with a real estate fund called DLP Capital. They have $5B in AUM and I'm interviewing for their Investment Analyst accelerator program in St. Augustine. Has anyone heard of it? Would it be a good place to work out of undergrad? I'm a senior & got started in IB recruitment too...

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