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Business Professional in a Business Casual Workplace?
Hi everyone, I've recently landed a gig at a relatively large pension fund where it has been made clear the dress code worn by most is business casual. I love getting to wear a suit, and I was wondering if anyone had thoughts on continuing to wear a suit in this kind of environment. Would it be...
P&C company is an asset manager or what?
I'm offered to become a CFO of a tiny P/C insurance company and wondering whether I'm sure about philosophy of this business. Company market themselves as a professional service provider, wiki says it's a financial service, and I think it's an asset manager. Do you have a better definition? (I have...
Is an insurance company an asset manager?
I'm offered to become a CFO of a tiny P/C insurance company and wondering whether I'm sure about philosophy of this business. Company market themselves as a professional service provider, wiki says it's a financial service, and I think it's an asset manager. Do you have a better definition? (I have...
Choosing Between Buy Side vs Sell Side in Equity Research?
So I want to do equity research. I know that there is sell-side and buy-side and, so far, I have a few distinctive arguments for both (see below). What I would really appreciate to find out is your views in terms of the experience quality that both offer. P.S.: Not trying to touch on things such as...
Leveraged Loans (Primary, Secondary markets) and Bond trading/asset management
Hi all, Hopefully you can share some knowledge with the community. Looking for some guidance that will help me progress in my career and move in to trading leveraged loans and other fixed income products. I supported the par and distressed trading desks at a BB for a few years (but I was at a...
Thoughts on Allianz Global Investors' Graduate Program
The last time the asset management graduate program at Allianz Global Investors has been mentioned was several years ago so I'm asking again about thoughts on the quality of the program, the reputation, and potential exit opportunities of the program. Is it a good company to start the asset...
Joining Noble Group as a commodities trainee
I have never posted anything on WSO yet, but I have read and applied a lot of the good advice here and would like to ask the forum on their thoughts about the current decision I need to make. I am a Master's student in a commodities/finance subject at a semi-target uni in the UK and received an...
Man Investment group
Did anyone heard about Man Investment group? Any thoughts about it? tier? Thank you in advance GoldenF
Asset Management / PWM entry level salaries in the UK
Hey buddies, long time no see. I was wondering what salary I could expect as an entry level position in an asset management/ pwm firm based in London. I have 2 previous experiences (internships in consulting & IB) and I don't know what could be my first salary expectations. Thank you for your help.
How related and different are the roles of an Asset Management analyst to a Equity Research analyst
Both seem very similar to me. What exactly are the differences? Which are the top firms in Chicago?
Any insight on Manulife AM/John Hancock?
Hey everyone! I've been a longtime lurker-finally am coming around to my first post. Anyways, I have a few solid connections at Manulife's Asset Management branch and John Hancock's Investments side. My only issue is I can't find too much info on them other than their websites. Particularly...
Waiting for Interview Followup?
First WSO post here– I just finished a second round of interviews for an asset management firm a few days ago (summer intern position), and I'm wondering how long it should take to hear results back. It's only been 6 days (4 business), but I'm just anxious since the first phone screens and...
Which job title works under Portfolio Managers?
I am six months out of college and have been working as a financial analyst at a boutique financial advisory firm. I am looking to get closer to what I am passionate about, which is investment management (equities). I would like some guidance as to the positions/title and what companies that role...
PWM and IM Salaries?
Anyone know around how much someone at a top PWM and IM firm make around mid way through their career.
JP Morgan Winning Women
This thread is for undergraduate students currently applying to the JP Morgan's 2018 Winning Women events in NYC and Chicago. Feel free to follow and/or post if you're in another division as there might be similar recruitment timelines. JP Morgan Winning Women Overview JP Morgan's Winning Women...
INSEAD MBA: Yay or Nay?
Hi community, I don‘t want to spark another general „MBA worth it or not“ discussion, instead I‘m interested in your opinions based on my specific situation. Some background info: - European citizen - 31 years of age (yes, old but quite normal where I‘m from) - Master‘s degree in...
Wealth Management Research Analyst
Would like to get your thoughts on being a research analyst for a wealth manager. The position would entail doing third party manager research and due diligence. - How are wealth management research analysts viewed, given financial advisers are at the front of the business? - Are the skills learned...
Best exit opps in Calgary?
Hey everyone. Just wondering what PE firms and pension funds recruit from IB in Calgary and what their lifestyle and comp is Like. Also are there a lot of AM firms present in Calgary or is it more Toronto? Thanks
Long Term Career in IB or Consulting? (Canada)
Hey guys, student in Canada looking for some insight about the finance industry up here. I'm looking for a more long-term career in finance rather than jumping firms. I've heard a lot about IB in Canada being good for career bankers which is exactly what I'm leaning toward but I wanted to know a bit...
What are the best AM firms in Toronto?
Does anyone know the best AM firms in Toronto and what their comp looks like? The Big 5 apparently also have an AM branch but I hear they aren't too good. Thanks
Asset Management Target Schools
According to WSJ (A List of Top Schools Feeding the Asset Management Industry), top schools for breaking into AM out of ugrad include: - HYPW - Chicago - Columbia - Stern - Berkeley - MIT - Dartmouth - BC - Northwestern - UCLA aka.. mostly your typical IBD targets (with the exception of maybe BC and...
Blueshift AM interview
My first question is whether Blueshift is even real. I've had multiple interviews with them (I'm speaking with the COO/CFO tomorrow), but there is shockingly little about them online. That includes their website (Blueshift.am). Searches for "Blueshift" on WSO returned no results. My real question:...
ClearBridge Investments (Legg Mason) Equity Research Internship Questions
So I recently received an equity research internship offer with ClearBridge Investments for this summer (they're one of Legg Mason's funds). I couldn't find a ton of information about comp/exit opps online, so I was wondering if anyone on this forum might know anything. Some specific questions I...
Interactive Brokers Interview Test
Has anyone taken their math, probability, market test? Any advice on what I should go over? Any advice would help!
Best Investment Manager/Asset Management Group for Markets Insight
What are the best investment managers and/or asset management groups that have the best market(s) insight each year, quarter, and month? I usually use GSAM, JPAM, and PNCIAM and have found them to be very good.
Breaking Into BB - What's next? (Analyst with 2 yrs of experience on the West Coast)
Hi everyone, So I graduated from a Non-Target, mid-tier UC school and have been working at a local AM shop which focused in AM and structured products for the past 2 years. Due to the size of the company I get decent exposures on securitization, valuation, and FP&A. The work-life balance is...
[Urgent] Please help me make a big decision
Resources for reviewing/practicing concepts in financial probability and statistics?
I'm an undergraduate 4th year finance student getting ready for an internship in Asset Management. When I say financial probability and statistics, I'm referring to basic concepts important for decision making in market related roles. Thanks!
Interview Question: How Would You Invest $10 Million?
I was wondering if anyone could provide some insight into good answers for the following asset management interview question! Thanks! If you had 10 million dollars to invest, how would you invest it in the current market environment? How to Invest 10 Million Dollars in Asset Management or HF...
Choose between BoAML ER or PIMCO product analyst?
Received summer internship offer from BoAML Equity Research and PIMCO product analyst, both at London. Any thoughts on which one is better? Like return rate, salary and career path?
What song(s) went through your head as you received notice of your offer?
Hi all. Simple and sweet. New York New York? Mozart's Laudate Dominum? What songs went through your head as you received the good news? I remember Frank Sinatra's "Bewitched" came to my mind as I hung up the phone and smiled. Let's hear yours.. Torero
Full Time Entry Level Research Associate Positions in AM still open for 2018 grads?
Anyone have any idea what firms are still looking for full time employees? I know that Western has a different hiring policy than most firms, but that's the only one I know of. Any advice and insight is appreciated.
Regulation and Wealth & Asset Management
What about thoughts on American vs Euro banks in wealth management post-Mifid? How the bonus structure will be re adjusted since all the private wealth managers commissions based revenue will most likely be forbidden? Thanks
Profitable model - what deal is possible with existing portfolio managers?
Let’s say I have a model which did 40.11% CAGR with max draw 10.70% since 2010 in static portfolio of 24 markets, annualized Sharpe is 1.47 and positive skew is 0.95. I have 4 months of live results for now, but I am planning to have at least 1 year. I would like to manage larger capital for a...
Promoted to associate but average base salary bump
Hi everyone. I was promoted this year from Analyst to Associate, but my base pay only went up 5-6%. My total compensation went up much more though. I was expecting both a bonus bump and a significant base pay bump, but I only got the former. I was wondering if this is normal. What is the average...
UBS GTP ASSET MANAGEMENT REPUTATION/SALARY
Hi guys, Wanted to know if there was any info on the reputation of UBS ' AM arm? I understand its gotten a lot of heat for its IBD (which seems to be the most popular topic of discussion on this forum), but what about its AM? As for the Graduate Trainee Program, any thoughts? Salary/Bonus? Any...
Graduate programs to develop quantitative background in preparation for PhD in Finance?
Hi! I have a B.A. background in finance and economics. Looking to enter a PhD program for Finance but most reputable programs require a strong quant background. The extent of my math background is Calc I and Econometrics, earning high marks in both courses. At the time, I was more interested in...
Asset Management Los Angeles
I'm working for a boutique investment management shop and I want to relocate to a firm in LA in the near future. I have some questions for those of you that work in IM in the LA area. Which firm do you work for? When does hiring pick up? I imagine that this might be based on when bonuses are paid...
CFA® June 2017 Results
Just got my results for Level 1 and I passed. 7/10 sections over 70%, none below 51%. I am so stoked right now despite it only being level 1, anyone else get results?
Improve GPA vs Off-Cycle Internship
Hey all, Looking for some advice on best next steps. I am currently in the process of interviewing for an off-cycle internship (during the Spring) that is semi-related to finance (they do modeling, and my role would be as a consultant). I have one concern though. My GPA is currently a 3.63, and by...
Real Estate after full time job?
My "dream" job is working in commercial RE at JP Morgan. Unfortunately, they're not hiring for any full time positions and I am graduating undergrad this year. Can't apply now because nothing is open but it seems that everyone who works at JPM started there as an analyst straight out of college. Any...
Real Estate Asset Management Excel Test
This week I have an interview for an Asset Management role with a top 25 REPE shop. One of the interviews that I have will be an excel test for 30 minutes. Would greatly appreciate if anyone could help guide me through what to expect, and how to best prepare/position myself to do well. This is my...
Has anyone heard back from JPMorgan Atlanta?
Applied for Private Banking Internship at JPMorgan . I first had a video interview on Hirevue about a month ago. After that I asked to proceed in a phone interview with private banking department in Atlanta. It has now been +2 weeks and I am wondering if anyone has heard back and been told about...
Fidelity or Citi?
Offers from Fidelity in Asset Management as a BA or Citi IB . Interested in impact investing. Wondering what people's thoughts are on what is a better offer.
Help me decide whether this role is FO/MO/ or BO? Asset Management Umbrella
What do you guys think? FO MO or BO ? Also given the description what kind of upward mobility / career path would this allow me to get into? Im thinking about applying but im worried its more administrative and that I should maybe pass on it, thoughts? Job Descriptions is as follows:
NON EU STUDENT QUERIES ABOUT MS FINANCE AND RECRUITMENT IN ASSET MANAGEMENT
Hi all! I am new to WSO . I am a non-eu economics undergraduate. I am planning to do masters in finance just after my graduation also I'll be sitting for CFA level 1 in my final year(Dec, '18). Investment management graduate jobs are not much there in my country and I am personally inclined towards...
Tips on Emailing/ Cold-calling for internship opportunities in asset management for liberal arts major
My question is since I am not in business/ accounting major and have no past experience on my resume to show my capabilities, would cold calling the key people of the firm/ emailing them of my analysis on companies {Bottom-Up} be potentially helpful to land an interview? And should I start with the...
What is my Career Path to Working in Asset Management
QUESTION: I am aware there are threads on this, but my post pertains to my personal situation. I am currently a first year associate analyst at a Rating Agency and I want to make my way to the buy side. I don't care too much for working at a hedge fund, I am thinking more along the lines of a mutual...
First Wall Street Interview: How Should I Approach The Interview
On-Site Interview next week: JPMorgan Chase Digital Wealth Management (DWM) BA role. More Digital/Content Marketing focused than your standard IB or AM role. First Wall Street interview with any of the big banks. Should I use the STAR/case study method to answer each interview question? I've also...
Moneta Group
Family CFOs, they are a private personal wealth management group Moneta, ranked by InvestmentNews as the Midwest’s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100%...
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