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Career Advancement for Service Associate?
If you've been working on a planning team working with clients / transferring funds / placing trades, what other career options do you have if you're licensed / pursuing a CFP designation? Is the only way to break out to go to a firm and try building your own book? How do you transition from a...
Breaking in from Asset Management
Hi, I've worked as an analyst for the endowments and foundations group at a MM bank for close to four years. Most of my work experience involves fund manager due diligence, portfolio construction and optimization, asset class research / recommendations and portfolio level attribution analysis....
Mirae Asset Financial Group
Just curious if anyone has any insight on Mirae Asset Financial Group in NYC . I know they are pretty resepected in China, but what is there presence in the U.S.? Any one know about salary, experience, exit opps, culture, etc? Thanks!
Webinar Rewind - Unknown Territory: Wealth Management. How to raise capital from UHNWI (Ultra-High Net Worth Individuals) + Q&A
In case you missed our November 5th webinar entitled Unknown Territory: Wealth Management. How to raise capital from UHNWI (Ultra-High Net Worth Individuals) , have no fear. The full recording of the webinar can be found below (free until Friday night when it goes into our video library ). SIGN UP...
Webinar Rewind - Week in the Life of a Fund Accounting Analyst + Q&A
In case you missed our October 29th webinar entitled Fund Accounting Analyst: A Week in the Life , have no fear. The full recording of the webinar can be found below (free until Wed. night when it goes into our video library ). SIGN UP FOR A 1-HOUR MENTOR SESSION WITH JOHN And, as always, if you...
Networking Legends HELP!
What are good specific questions to ask wealth managers or commercial bankers when networking to land a job? I recently graduated from finance at western university, desperately need help finding a job through networking.
From IB to AM, student
Hi all. I've been in the forum for a while, seeing lots of discussions about the AM industry in US. Wondering if there're experienced ppl working in China/ HK that can give a helping hand. Appreciate your help in advance! A bit of my backgroun. I'm a final year finance undergrad at a top Chinese uni...
Help me transition from middle office operations at a bulge bracket into a RE role
hi all, long time member but very occasional poster. so i am definitely in the minority here in that i didn't go to an excellent school, don't have incredible internship/work experience and i am just generally not up to snuff as it relates to most of you. right now i work in middle office operations...
Regional Bank Equity Analyst Compensation
I've been lurking around WSO for a while now and have noticed a pretty large tendency for people to talk about compensation in terms of on Wall Street (thus Wall Street Oasis). I was wondering if anyone had any knowledge on the compensation you get post-undergrad as an equity researcher at a more...
The best practices for asset management solution
90degree Asset Management System.The main aim of this project is to provide a user friendly and intuitive secure asset management system. Today companies are challenged when it comes to having an efficient and effective Asset Management system. The current excel based systems are not effective. They...
What positions in AM have these qualities?
Is there a role that combines my background well with my strengths? - I want to build upon and apply my technical skills in SQL, VBA, databases, FactSet, Bloomberg, other programming, etc. - I recently took the CFA level 3 and also have an MBA in Finance - I have an engineering undergraduate degree,...
Webinar Rewind - A Look Across Industries - IB, S&T, AM or MBA vs. CFA?...which is right for you? + Q&A
In case you missed our October 14th webinar entitled A Look Across Industries - IB, S&T, AM or MBA vs. CFA® ?...which is right for you? , have no fear. The full recording of the webinar can be found below (free until Tuesday eve when it goes into our video library ). The powerpoint slides on this...
Q&A: I'm an Equity Analyst/PM at an Asset Manager
Mod Note (Andy): this Q&A is now closed, thanks again to N164 for answering all the q's! I've been in the Asset Management field for 15+ years, started as an i-banker out of undergrad, moved to AM after b-school when the hours got to me (both at target schools). Fundamental, bottom-up equity...
Call w/ GSAM Recruiter Tomorrow?
So I just got an email about this an hour ago, it's for an analyst/associate internal wholesaling role. She mentioned it would just be a short call, any idea what sort of questions I should expect? I've been swallowed up with math/stats/options stuff lately and haven't had to think about this sort...
Guidance on Career Help IB, PE, Asset MGT., Wealth Managment
Summer investment management as a contractor?
I recently started a job at a large insurance company doing fixed income in their investment division. The problem is I realized I was a contract hire and I am actually employed by a 3rd party talent sourcing agency, which has “temporarily assigned” me to my current company. The contract is for...
Salary Structures
How is incentive structured in large asset management firms for the junior associates/analysts? (e.g. % increase in base salary per year + part formulaic/part discretionary bonus, etc.)
Series 7/63 Advice
My job requires me to pass both exams in a little under 60 days or I am fired. I just signed a nice lease for an apartment in a prime area and have committed myself to various things to take this job..so I cannot fail. I am about 4 years removed from finance coursework, so while I am familiar with...
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What does a Distribution Sales Intern do?
I recently got a summer internship at a bulge bracket as a Distribution Sales Intern in Asset Management . I was just wondering what I would do on a day-to-day basis? I just hope its not too much of client servicing in terms of on boarding details and doing stuff on the CRM, because I want to do...
Risk Positions in IM
Hello all, Long time creeper, first time poster. I'm currently a junior at a semi-target with a relatively average to above average GPA (think 3.5ish) looking over a few summer internship opportunities and finishing up some final round interviews. I currently have two super days coming in the Risk...
Fiduciary Capital Management
Does anybody have any insight on this firm? I'm applying for an internship but the website looks a little sketchy and I haven't seen too many mentions of it on this. Here's the link to their site:http://www.fcmstablevalue.com/about.htm
Starting a PWM Firm
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Job offer decision
I received an exploding ER offer as a first year at a reputable MM bank. I'm also in the early stage of interviewing with a large AM shop (think the likes of Fidelity ) for a research position. Need to give a yes/no to the ER offer soon. Should I take the ER offer or shoot for the AM job? I'd like...
BlackRock 2015 Analyst Salaries
Does anyone have insight on what first year Investment/Advisory Analyst make at BlackRock this year? I know most BB IB's rose their salaries to 85K. I got an offer in BB AM division and it was prorated at 85K, too, but went with BLK because it was a better group. Did BLK have a similar rise in 1st...
Cities with the Best Cost of Living / Work Life Balance in Finance
I've come to the conclusion NYC is not for me. More power to all of you whose dream is working on the street, it's just not for me. Cost of living is too high. Hours are too long. Taxes are too high. Where in the country is the best balance between high salary and low cost of living in finance? I'm...
Advice on back-of-envelope analysis of companies
How do buy-side analysts go about making back-of-envelope valuation on companies? What are the important metrics to consider? I'd appreciate any insights/contributions. I have a buy-side interview coming up and will be given 1.5 hours to analyze a company from only the info to be given on the day...
Moving from Property Management to REPE/Asset Management
Hi All, I'm still relatively new to the site though I have been lurking for a bit. Through searching on the site I was unable to find some insights or if it is possible to move from commercial property management (office/industrial) to the Asset Management /REPE/acquisition side of the industry.
Is it even possible to break into bulge bracket banks' AM team after I graduate from college?
Hey guys, I am a current junior studying Math and Econ at a semi-target school. Although I am currently pursuing the actuarial field, I think I am also interested in the Asset Management field. This summer, I will be interning at an insurance Asset Management Company (so their clients are insurers)...
NTD
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Hedge Funds’ Returns: An Alternative Investment or An Alternative to Investment? (Part 1: Measuring What?)
by Dr Constantin Gurdgiev, Adjunct Assistant Professor of Finance with Trinity College, Dublin You may find Part 2: Dealing With Biases here , Part 3: Dealing with Funds and Benchmarks Selection here and Part 4: To higher moments and beyond here .
Portfolio Analyst at a top-tier AM: Back office or not?
I just received a PA internship position, and was wondering how this position if you would transition into equity or fixed income research, IBD , or S&T full time. I'm asking about transitioning because I am pretty sure this firm does not give out FT offers to undergrads. Also, if I do manage to get...
How to move from PB to AM?
Hi everyone, I work in London in a US BB bank in private banking as an Investment Advisor. I've joined on a grad scheme in 2011 from a target school. Unfortunately I have entered PB relatively randomly and I definitely crave for an institutional role. I understand that 3/4 years down the road my...
Investment/Development Analyst vs. Asset Management Analyst
Whats the difference? Im just having a slightly difficult time differentiating especially since sometimes job descriptions between both sound very similar. Thanks monkeys!
GS QIS Strats vs BoA MBS Strats vs DB S&T
I currently have 3 great offers for summer internships: 1) Goldman Sachs Strats in QIS 2) BAML Strats Associate on MBS desk 3) Deutsche Bank Trading Analyst
Does Lazard Have a Good Reputation in Asset Management?
Does Lazard have a good reputation in Asset Management ? What's it like?
Why is PWM looked down on?
Why is PWM generally looked down on? Is it because of something palpable like lower salaries or is it just for no reason? What is the genesis of this phenomenon? Thank you.
Investment/Asset Management + Non-Finance Background
I currently have 2 years experience at a large bank underwriting and selling loans (mortgages and equity/non-equity credit facilities) and selling Mutual Funds (MF's) to private individual investors. Before that I worked for a year in a non-profit organization developing oil and gas training...
Analyst interview at private investment management. What to expect?
I have an interview coming up and am wondering the following: First, for background the job functions are CRE debt (cmbs, mezz, jr, etc.) and outright asset purchase across all real estate. 1. expected comp? Firm is under 1 billion in aum. under 500mm in debt. Office is small, under 50 people. 2....
Should I make the move from middle office operations to internal wholsaler?
i know the internal wholesaling is a decent gig and external even more so. however, i have 0 sales experience and i am not 100% confident that i would excel or even enjoy it. i have my Series 7 and i am about to start studying for my 66. my current job is virtually stress-free, 9-5 and 10 minute...
Seeking Career Advice from Peers
Hey guys, hope everyone is excited for a new year! A little bit about myself, I am a sophomore at an undergraduate business school and am interested in private equity/hedge funds/ Asset Management - basically an industry where I am given some creative freedom and can put money behind my ideas (yes...
WSO Introduction: my experiences and approach to career hunting
Hey guys, hope everyone is excited for a new year! A little bit about myself, I am a sophomore at an undergraduate business school and am interested in private equity/hedge funds/ Asset Management - basically an industry where I am given some creative freedom and can put money behind my ideas (yes...
KKR Prisma - Investment Analyst Interview Prep
So I applied to an Investment Analyst position in KKR Prisma, the hedge fund solutions division of KKR . I sort of just speculatively applied and I don't really have any background in finance being a Stats/Comp.Sci. double major. So do you guys have any suggestions on preparing for the interview?
MBA> GSAM/JPM AM/Blackrock?
Interested to know if anyone here has made the jump from MBA to a top Asset Management firm. The firms I listed don't recruit on-campus at b-schools so trying to figure out how best to position myself.
Goldman quantitative investment strategies vs prop trading
I am a junior at a target school. I have been offered a summer position with Goldman quantitative investment strategies (Asset Management) as well as a summer internship doing prop trading at a firm in Chicago (think belvedere / wolverine / drw level) . I really don't know much about finance, more...
Full Time Offer Advice
Hi guys, This is my first post on WSO and I am really looking for some advice from the senior members/industry professionals. I am currently a Final Year Bach student who majored in Engineering. I have got two offers - top AM Fixed Income Grad and BB market risk. My interests lie within the FICC...
JP Morgan Asset Management Summer 2015
Hey, anyone interview for JPM 's Asset Management summer internship positions yet? If so, have you heard back? Curious.
Multi-asset Investments at AM vs. Equity Research at a Sell-side BB?
Hey guys, It's unfortunate that this is my first post here but I wanted to see if you guys had any ideas about the above decision. I currently have offers in a multi-asset investments team at an asset manager (think BlackRock, Fidelity etc.) and equity research at a sell-side bulge bracket (think...
Advice please: From Full Time Back Office Position to 6 months Front Office Position with a 10k salary drop ?
Hi fellow monkeys, I'm actually at a relatively big portfolio management firm in Canada (Top Tier). I'm in the Back Office (approx 2years) doing mostly cashflow forecast, transaction processing and settlement problems etc... I have a MSF (MSc Finance) + CFA lvl 2 completed. Would you accept a drop...
Westfield Capital Management?
Does anyone know anything about them? Firm culture, pay, etc. Is it a firm that hires summer interns out of undergrad? I've tried looking them up in the company database but it switches to a different company name every time I hit search due to some sort of bug. Thanks in advance for any insight!
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