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NYC firm cannabis screening?
I'm starting as a summer analyst at a large NYC-based manager next summer and they'll be reaching out for me to complete a drug screening in the next few months. I know that per NY law it is illegal for NYC employers to test for cannabis (and deny employment based on cannabis use) but I'm unsure of...
I plan on starting a partnership once I turn 18. Is a college degree useful if I am going to start my own AM business? If not, where is the best place for practical knowledge?
Hello WSO, I am 16 and have been interested in investing since I was 11. I opened my first brokerage account at 12. Likewise, I recently started managing accounts for some friends and family, including retirement. That being said, I plan on starting a partnership once I turn old enough to do so....
AM salary vs IB salary
It's very hard to find information about asset management salaries. Does anybody know approximate range of base and bonus for asset managers? I assume it varies by firms. What are the salaries of T.Rowe, Fidelity, Capital, Wellington? Also, American Century and Artisan Partners? Is it similar to...
UBS Asset Management Superday Tips
Hi - this is my first post on here so bear with me. I just heard back from UBS AM in NYC and was invited to the Superday in December. Has anyone been through the process? I've never had a superday before so I'm not exactly sure what to expect. What would you say I should focus on the most? Thanks!
IB AM
Have the opportunity to join the AM division at one of the big 5 Canadian banks in Toronto (RBC, TD, BMO), within the Investment Management function covering one of the asset groups (equities, fixed income, alts, etc.). I've been recruiting for IBD but didn't land anything. Now that I'm presented...
Asset Management arm at Bank
Have the opportunity to join the AM division at one of the big 5 Canadian banks in Toronto (RBC, TD, BMO), within the Investment Management function covering one of the asset groups (equities, fixed income, alts, etc.). I've been recruiting for IBD but didn't land anything. Now that I'm presented...
JP Morgan Placement Areas
Applying for JP Morgan Chase Asset Management Product Sophomore Summer Analyst position, and I'm given the option to choose between investor analyst and banker analyst placement areas. Forgive me if this is a dumb question, but what is the difference in these roles/general responsibilities within...
Portfolio Manager(AM) vs. MD(IB/PE)
What is the best track to being a high level portfolio manager? (I assume a high level PM can make more than an MD?) Is it ER Associate -> ER Analyst -> Exit opportunity to asset management/hedge fund? I've read that IBD is going to have better HF/PE exit opportunities, so would IBD be a better path...
Advice for new graduate hoping to get into AM?
I am recent graduate from Canada with an Honours BCom degree (major in Finance) and am hoping to get into AM. In terms of GPA, I would say it is is average (about 3.5/4.0). I have about a year of actual internship experience, however it was a marketing role during my first year of university. I have...
Small IBs/ PE firms/ AM Firms providing good experience
Can someone share a list of small IBs/ PE firms or AM firms that provide good short-term experience on speculative applications?
European Msc for AM
Looking to break into AM I have compiled a list of programmes in Europe, if someone could give me a ranking. I know of the well-known UK masters but they're out of my price range. I am European and speak only English and looking to work in London. I've picked MSc that are about a year or a year and...
Target Msc for Asset Management
Looking to break into AM I have compiled a list of programmes in Europe, if someone could give me a ranking. I know of the well-known UK masters but they're out of my price range. I am European and speak only English and looking to work in London. I've picked MSc that are about a year or a year and...
Hedge Fund vs. Asset Management vs FO
Currently in the interview process with a Hedge Fund, Asset Management, and Family Office. Family Office opportunity is with a large family well-known office ( Think Cascade, Walton Enterprises, MSD Partners, Soros). The opportunity would be an investment analyst on a team describing themselves as "...
Exiting a Family Office - help/advice?
Hi all, I am a longtime lurker and but would like to solicit this forum for some advice on career trajectory. I have been working at the family office of a NY billionaire for the past 18 months as the only junior investment professional (the guy is my direct superior). Several weeks ago, I was told...
BlackRock SA 2023 Non-Accelerator Program
Has anyone heard back from BlackRock about the interview schedule for the Non-accelerator interviews? If so have you had interviews / SDs / Offers? I haven't heard anything from the team.
Starting as an Associate Asset Manager at a REPE - Any general advice / tips on preparation?
Hi all. Soon I’ll be starting a role as an associate asset manager at a value-add RE private equity firm with $1B AUM. The firm runs lean and I’ll be the second-in-command to the director of asset management. Also, a lot of work is needed after acquisition since the investment strategy is firmly...
CO and AM: how do you stay on top of the application cycle?
What would you guys say is the most effective way to keep track of openings and stay on the ball, timing-wise? The London IB cycle has swooshed completely over my head this year because I couldn’t monitor the openings. I know the business school guys have some spreadsheets circling round, but am...
Decision on Summer Internship Opportunity
I currently have an outstanding offer for a junior summer internship at a fairly well regarded asset manager in New Jersey (you can probably figure out which one lol). That being said, it is a position in fixed income, and there does not seem to be a ton of mobility for junior talent. I have been...
LO AM Credit Research or LO AM Quantitative Research for SA?
Current junior here. My end goal is to become a portfolio manager of a mutual fund/potentially a HF, so ideally I would want to skip IB. Pros and Cons for each: Credit Research at LO AM: Pros: Solid (at least according to WSO) buy-side shop within the fixed income investing sphere. Not a PIMCO but...
Investment Analyst Case Study Interview
Hi everyone, I have an interview for an invesment analyst role soon at an asset manager. According to the recruiter, the interview will just be a case study and the only thing she told me about it is that I will get 90 mins to prepare and then 30 mins to present. I wanted to post about it here and...
IB or AM for graduate program
Hi, I'm a penult student in Australia doing an IB internship at a BB this summer, but I've also been looking into starting as a grad at a fund. I've previously done an internship at an ASX100 fund but that place didn't hire grads. There are very few grad opportunities in AM here and it's not a...
NCREIF: Overall Visibility & Perception + Certification Reputation and Utility
What is NCREIF’s visibility and reputation within different corners of the industry? Even hearing “ I work in ____ and have never heard of them” or “I know someone with the designation in ____” would be helpful. I’ve seen some people who do private placements who have the designation but...
Stock recommendation? MNPI
In theory, let's say you are exposed to MNPI for a company event in the future that may happen, and you know that the stock price could be positively impacted by the possible good news. Let's assume 1) you don't the exact month it is going to happen 2) if it will be successful 3) and how the market...
$700k/yr income in WM or leave to try to be a PM & hopefully start investment company in the future?
An opportunity has opened for me to be making approx $700k/yr doing wealth management/financial advising. My ultimate goal is to start an investment company like Berkshire Hathaway, or start a hedge fund. Just something that does pure capital appreciation and not life insurance, annuities,...
Asset Management Internships
I am interested in breaking into pure play Asset Management from undergrad. I've noticed that many firms recruit undergrads (T Rowe, Fidelity, Wellington), but I would like insight into the process and difficulty breaking in. A couple of questions to spur discussion: Is it a hyper-target-only...
Rich People Lie
The situation A beneficial ownership registry outlines the real person who controls assets held within a registered company or trust. From a financial transparency perspective, this registry helps strip away the abuse of corporate vehicles, strategically used to mask ownership. Though politically, a...
AUM per head
I would argue that one of the best ways to measure career potential in small AM shops would be to track AUM per head. After what threshold would you guys classify that figure to be good / extraordinary? And would you include operations and HR employees into your calculations? I calculated revenue...
Small Boutique Asset Management Analyst vs Brokerage (Leasing) Analyst?
Hey everyone, I recently graduated and I’m looking for advice on my career path. I’ve been an Valuation and Advisory Analyst (appraisal) on the Senior Housing team at one of the big brokerages (CBRE, JLL, Cushman) for a little over a year now. Appraisals is not my long term goal. Ideally, I...
BlackRock's Magic Lamp
The situation #BlackRock is widely known as the world’s largest asset manager by assets under management, overseeing north of $10 trillion since the beginning of 2022. Less well known, however, is that BlackRock supports the management of a further $20 trillion through its portfolio management...
Lost my job in Wealth Management Recently
Hey all! Need some advice. I lost my job recently in WM at an EB firm because I didn’t pass my Series 7 (all attempts) by a small margin. I was there for just under a year. It was my first job out of college. Hiring slowdown at the firm so couldn’t switch roles. How best should/could I proceed...
Entry Level Fixed Income Portfolio Analytics Interview, help needed
I have an upcoming final stage interview day for the role mentioned above. The day will consist of 3 interviews and a 1 hour excel test. Can anybody provide insight towards my interview prep? Thanks in advance.
Asset Management to Corp Dev/M&A
Hey all, I realise it's a little odd, but been thinking recently about whether or not the skills acquired in active asset management (think experience in shops like Fidelity, Wellington, etc) lend themselves to a career in corporate development/M&A, at the very companies you used to cover? Imo, it...
Re-recruiting out of AM internship... where to look?
I'm doing my first real ER internship at a pretty large AM ($100B+) and getting visibility, doing well on my presentations, etc. But the place doesn't hire a ton, especially with the markets looking awful and I don't think I can count on a return offer. To be safe, I want to start looking for FT...
Is RE Asset Management a safe career? Volatility? Compensation?
I'm looking for a safe-ish career in RE and I recently came across Asset Management as a possible way to get my foot in the door: https://www.wallstreetoasis.com/forum/real-estate… https://www.wallstreetoasis.com/forum/real-estate… https://www.wallstreetoasis.com/forum/real-estate… I have a...
Cellphone Tower Lease Negotiation
I have some properties in my portfolio with cellphone tower leases and have been seeing a flurry of activity from operators trying to negotiate early renewals and buyouts. Their poker faces have not been great and there's clearly some untapped value to be realized... Curious if anyone on here (cell...
How to break into middle east from UK?
Hello I am currently doing my strategy consulting internship in Germany/France in a growing boutique, run by ex-Mck(More than 10years) and Ph.Ds. I did my internship in Asset Management for six months in a French boutique last year, where I managed a book of $10M(long equity trading) by myself under...
Asset Management Exciting/Boring? Day-to-day?
Do fixed income investment analysts write lots of research or can they perform due diligence on their own and underwrite? Are there credit committees that shut down deals they don't like? Will the job get repetitive after awhile? Trying to get a sense of the role and how an average day-to-day looks....
Quant Strat to Front office money management
I'm 29, I have 3 years under my belt in money management, half of that as a bonds trader at a bank (London) and the other half currently as an assistant ptf manager at a big AM (Italy) The problem is I really want to change city (London) and I've been trying for a year to make the change and stay in...
Help: Asset Management - Multi-Asset Solutions, Institutional Sales & Funds Management
Hey guys, I've tried to search for information on the multi-asset solutions (product), funds management (client) and institutional sales (client) teams within JP Morgan's Asset Management division and the overall asset management industry but haven't been able to find any useful data. For those who...
Transitioning from Product Management to Portfolio Management in AM
Hi Monkeys, I am currently working as a Product Analyst in a Tier 1 AM shop in London (think Wellington/PIMCO/Capital Group). I want to understand how easy or hard is it to transition from Product Analyst roles to Portfolio Management. Does having a masters in finance and CFA help, or do I need an...
Protect Wealth Academy
Protect Wealth Academy offers reliable asset protection and wealth creation plans for your estate. Whether your attorney has helped protect you against lawsuits and your accountant has helped reduce your taxes, are you certain that you are maximizing both strategies without overpaying? Our webinars...
Best Experience in CV for better opportunities next year? EY(Deals) v/s Small boutique (AM) v/s Brewin Dolphin
What would end me with a better cv for next year's summer at GS/MS/JPM? a) EY India (Deal Advisory) b) A small boutique Asset Management Firm (India) c) Brewin Dolphin- Financial Planning Assistant Intern (UK)
Middle Market IB to Fixed Income AM?
Any advice on how to get in as a credit analyst/derivatives specialist without experience in AM? I'm an incoming analyst for the JPM MMBSI program (2.5 year rotational with underwriting, banking, and treasury rotations) but I'm really trying to get into asset management (fixed income and related...
Asset Management Companies in India - Work Culture
I'm an undergrad from a Target in India, our campus does Tech and Consulting placements - but not so much in Finance. Wondering what the scene here is like for Asset management roles like Fixed income research and investment analysis is like. How are the comps and work culture like in top places (I...
Corporate Finance (Blackstone) or Asset/Wealth Management (JPMorgan)
Hi everyone, Was hoping I can get some thoughts on these two offers I have pertaining to post-graduation this year. Entry positions for both; New York for Blackstone, and Los Angeles for JPMorgan. Blackstone will be in their Corporate Finance group and JPMorgan in their AWM group. Have about a week...
Leveraging certificates into a relevant position?
Howdy. Find myself in a predicament and figured I'd seek some third-party opinions. About me: Work in a boutique growth equity type fund, specializing in small-/microcaps. Some of my co-workers refer to us as corporate finance, so take the previous sentence with a grain of salt. ~9 months of...
Going into Large AM (BlackRock) vs Small Hedge-Fund out of Undergrad
I am set on going into the buy-side after undergrad and am in final rounds with BlackRock, among other large AMs in NYC, and a small fund in a tier 3 city. The position at BlackRock would be in the Portfolio Management Group, in a Fixed Income desk focused on mostly global allocation. The fund is an...
What is most important for transitioning from Sell-side Equity Research to Asset Management?
Given the limited number of available seats at top AMs, what is most heavily weighed/looked for in applicants? Is it the brand value of your bank/analyst ranking or more so networking? If someone wanted to exit to a top AM would it be beneficial for them to switch to a better sell-side bank/analyst...
Should a graduate pursue Investment Banking or Asset Management? - UK
Hi everyone, I currently have my foot in the door with both investment banking top elite boutique and asset management bulge bracket in the UK. I come from a non-target university and bachelors degree. I am obviously very happy and grateful to have opportunities in both industries. I’m very...
What's after Spring Week
Hello, apes I just completed my first spring week at the BB in the asset management division. I really enjoyed the experience but it was only a week and I wish I'd applied to a lot more places. I really don't know how to allocate my time this summer to enrich myself with the skills necessary for...
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