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Are Local PWM Internships "Unofficial"?
Hello all! I am a freshman at a non-target and am interested in IB. For this summer, I wanted to get a PWM internship at BB. I have networked with advisors at MS and ML, and one is willing to take me as an unpaid intern. Yet, I wondered about one thing: he basically takes me on board without a...
No More Unpaid BB PWM Freshman Internships?
Hello all! I am a freshman at a non-target liberal arts college interested in IB . I want to get a PWM internship in ML /MS/ UBS this summer and have been cold-calling and cold-emailing many SVPs and MDs in these firms, and even once came in person with a resume to the ML group head. Yet, all of...
Are local Freshman PWM internships still an option?
Hello all! I am a freshman at a non-target liberal arts college interested in IB. I want to get a PWM internship in ML/MS/UBS this summer and have been cold-calling and cold-emailing many SVPs and MDs in these firms, and even once came in person with a resume to the ML group head. Yet, all of them...
Worried I will not have any lateral options after a Wealth and Investment Management Internship?
I have a Wealth and Investment Management internship position (junior) with a BB this coming summer. I was happy to the get the internship cause it will be good to have a name brand on the resume, but I don't know if I want to do advising/ PWM in the long run. I was hoping I could end up doing AM...
Upper BB PWM or Corporate Development Internship at $1-5 billion firm
I'm a sophomore at a semi-target looking to use this internship as a stepping stone to recruit for investment banking next year. Which one would investment banks think of as better? BB PWM is at MS/ JPM / BAML . My thinking is the corporate development position is more relevant to IB but the BB has...
BB PWM Internship at Freshman Level
Hi! I'm currently a freshman that is very keen to get a some sort of internship at a finance-related firm this summer. I have looked at past dicussion (2010-2013) that BB provided PWM internships to freshmans. But upon research of BB internships in PWM , they are only looking for juniors. Is it...
How competitive are BB PWM internships?
Everyone knows networking is required and that just applying online for investment banking internships gives you less than a 1% chance because of tens of thousands of applicants. Is this the same for BB PWM internships or are they less competitive? How much networking would you recommend to get a...
Freshman Summer Internship Opportunity PWM vs Search Fund Internship for getting into IB
Hi Everybody, I'm currently a Freshman at a flagship state school (Think UMich, UVA) working for a search fund. My boss told me that I need to decide now whether to stay with him for the summer or whether I"ll be interning at a different place (most likely a BB PWM role) this summer. I've had a good...
PWM internship description
This summer I worked a PWM internship at BB in NYC . I did all the usual tasks that pretty much every PWM intern does (filing, maintaining databases, tracking portfolio performance). My question is, how can I best describe this internship on my resume where it is somewhat interesting while not...
PWM internship help/advice
Hey guys, looking for some advice. I'm currently a freshman business major at a target on the east coast, but I really want to do an internship on the west coast this summer (yes, I have visited before, no I don't have some ridiculous Hollywood dream). Since I'm a freshman, I've basically been told...
How do I best take advantage of my UBS PWM internship?
Hello, I will be starting my internship at UBS PWM in a fairly large city in the Pacific Northwest (Seattle/Portland/Vancouver B.C.). This will be an 8 week long internship, and from what I gathered from my friend (who worked prior to this and referred me) is that I will be cold calling potential...
Think I screwed up my UBS PWM internship...
I saw this internship posting on my school's career website for an internship at UBS WM. I applied; also sent an email to the people at the office with my resume attached. Came in for first round. They were impressed with my excel skills (at previous internship), and told me to wait for the next...
What to put on resume for PWM internship
Just did a PWM internship and did almost absolutely nothing but make calls. The most interesting this I did was sit in on an IPO (pitch?), where executives of the company going public tried to convince our advisors to push their shares to their clients. How can I word this?
Timeline and approaches for getting pwm internships over the winter break
Hi everyone, I am a rising junior and I want to get a pwm intern at a bb local branch over the winter break. How does it work? Should I approach people at those firms and ask directly for jobs or should I network with them first and ask a job later on? I need to get an offer by late September in...
PWM Summer Analyst?
Is it okay to call yourself a Private Wealth Management Summer Analyst if you interned at a PWM firm? It seems most people who work in PWM refer to themselves as advisors, not analysts. Thoughts?
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I'm in need of career advice, please read.
Dear WSO , I’m a long term lurker, first time posting. I’m really desperate for your help. I don’t know what direction to take and I know I’m going to get blasted by you guys for making a post like this, but I exhausted all methods and need some genuine advice. I came from a non/semi-target...
Would this be considered PWM? Or just AM?
A firm I might take an internship with claims it provides consulting, Asset Management and administrative services for both qualified and non qualified retirement plans with ~$50B AUM. I don't know much more than that...seems like a good opportunity (path to Big 4) considering I've pushed IB out of...
PWM Internship - Housing stipend?
Starting a PWM internship over the summer. I know it may not be idolized on this board, but as a guy who just finished 8 years in Marine infantry, it is a step in the right direction. Does anyone happen to know if BB PWM typically pays a housing stipend for the 10 week programs or are we expected to...
Junior Year Internship 2013
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Sophomore resume; be HARSH
Hey guys, My twin brother asked me to look over his resume, and I think he's doing quite well, considering he spent the past year at a CC. Looking for some harsher critiques.
Boutiques Covered, Now What?
Im currently cold emailing from that list that was put up on wso some time ago to try and sort something for my fall semester, Im a non-target sophomore doing BB Ops SA , so trying to make it out of that 'pidgeon hole' with some decent part time boutique experience before the junior SAs (still happy...
Freshman Internship Helping for the Future
Any tips to staying motivated for an unpaid freshman summer intern in BB PWM (UBS or Merrill) with no provided company perks whatsoever? Typically I'm stuck doing work with the more junior Financial Advisors who pretty much have no influence (we're talking a few years out of college). On top of this...
BB PWM next year but what do I do now?
First post, so if this is in the wrong place or I've down something else that is laughable please be kind in your critiques. I'm a rising sophomore at a lower target school with 3.9ish GPA in econ and math. I feel like I have been building my resume pretty well, but I've gotten into a weird...
Only Summer Intern at BB PWM
So I'm going solo this summer. I'm the only intern at my BB 's office for PWM . I've interned before, but there were 5 other interns with me, so I could lean on them if I had any questions or wasn't sure about something, and having other college kids to talk to made it more sociable. What should I...
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Academic Credit at Unpaid Wealth Management Internship
Hey, so I got an offer from a Bulge Bracket firm for an unpaid wealth management internship position. They insist on giving academic credit for the internship (probably since it's unpaid). Only problem is my school makes you pay to receive academic credit, and makes you jump through hoops to get it....
Is it way too late for PWM Intenrships in regional offices
As a sophomore at an ivy leagues, is it too late to get a Private Wealth Management Internship in regional offices like Houston? Preferably, BB firms.
Career Path Advice (Please) - Investment Analysis
I'm currently a sophomore undergrad at Villanova, aiming to major in Finance. I've only started doing serious and specific career planning recently, so you'll have to bear with me just a bit. For reference, most of the BB's recruit through Villanova in some capacity. I'd call Villanova semi-target I...
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summer internships questions
I definitely wanna go to BB and do investment banking summer internship . But as a sophomore, i know it is really hard, and though i did a lot of networking and applied to everywhere i could, i still think there is little chance that i will land anything. Thus, I feel like im really fine with...
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