Showing results:

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,...

Hey all - wanted to see if anyone has any updated insight on Cerberus recently, especially with their recent CIP VII fund (particularly Private Equity strategy), culture, exit opps, PortCo's, etc.

I am a senior at a school with good finance recruiting stats (Ross, Stern, UCB, Georgetown) with an accepted FT offer at a middle market bank which is decent for what I want to do, but not great overall. It isn't really a target for on-cycle, and I'm not really interested in that process in the...

For context, I am the sole female at a buyside shop aside from admin/operations and I am a junior person. My firm is on the smaller side, but it doesn't feel like much of an excuse when similar firms with smaller funds have a more even mix of male:women. In terms of my own background, I started my...

I know there are lots of thoughts about starting on the buyside -- would love to hear a little more. I am taking a buy side investment management internship and am not sure if this will limit me. The internship is in New York, at a company with ~$400B AUM.

Deleted  Deleted

Looking for some advice / perspective as I feel like I made the wrong move in my career by jumping to an investing role from IB. This is mainly a rant but if someone has experience to corroborate what I'm saying or counter it, would love to hear it Background: Started out of school in IB in a more...

I’m currently looking to break into LO AM from SS ER and am in the middle of interviewing with State Street Global Advisors (SSGA) for an Equity Analyst role on their Fundamental Equities team.  I wanted to get some opinions on how they compare with other large institutional asset managers...

Hey everyone, I was just wondering about the chances of someone from Asset Management pivoting to PE post MBA. A bit of background, I'm from India, working in a local botique Asset Management Fund. I'm part of Portfolio Management and Due Diligence and I have 6 years of experience. I currently...

This is a sort of a two-parter but the first part is what career or role would fit this description: A role where the overall objective is seeking an asset (alt's, equities via activist investing, etc) for direct investment and creating value by reducing inefficiencies, restructuring in general...

Hello, fellow monkeys, TL;DR - non-trad (non-IB) analyst curious about how to engage with headhunters (prep, tips, etc.) I am currently at a T1 BB (GS/JPM) in the AWM division ( weird mix of both AM and WM - we have books of clients and I regularly support 3-4 MDs who are advisors, but also...

Looking for a list of Atlanta PE and HF. I know of Accel KKR, Resurgens, and Roark. What else do we got down here? I'll even consider small family offices.

I'm a first year analyst in trading. I got approached by a couple headhunters for junior trading roles in HFs, which I'm a bit surprised/confused by as they don't have any record of my reputation/pnl except my college degree and company name. I enjoy my current job, eager to work but think it can...

I currently work in sell-side M&A at a boutique LMM firm and am looking at moving into a role at a buy-side focused M&A firm. I have almost no experience running buy-side engagements and was wondering what the success rate / close rate on those engagements looks like as well as the success fees for...

Hi all, I've just received an offer to move into what I think is a hybrid buyside role from equity brokerage side, and want to understand a few things before I make a decision. The firm itself is a smaller perhaps mid-market shop that invests, operate and develop but ALSO provide advice to its...

Hi I have a six hour case study (even longer if I need) to prepare a financial model + IC paper for the potential acquisition of an office portfolio (3 assets) I need to hit [ 15-20% ] IRR - so confused about entry and exit yields... 1) How do I go about Entry / Exit Yields - I was going to do Entry...

Hello VC monkes and hopefuls, I've noticed a lot of questions regarding VC/Growth compensation. Here's the data, gathered by a survey of folks in a community I'm a part of, for Analysts (fresh from UG, generally) and Associates (generally after 2 years in IB/consulting). FYI -- I think the carry...

Hey guys I'm a sophomore from a non-target graduating in June 2025. I just recently landed a really good internship at a top PE firm name brand through a diversity program for Summer 2023, and I think this exponentially shot my chances up for bigger name brands on the buy-side such as Blackstone and...

Hey everyone. Credit Risk VP here. I'm at one of the top banks in the nation and manage a portfolio and underwrite new business for upper MM clients. I have an MBA from a respectable school and 10 years experience in what I do which consists of modeling, deal structuring, working on distressed...

Hey everyone, I'm interning at a PE MF next summer and am graduating early -- was wondering if it's acceptable to apply to other full time analyst positions/groups within the firm since those apps are already open. Would appreciate any insight, thanks!

I'm a web developer but I'm looking to break into fintech or finance as a front office developer. My goal is to start at a shop and over the years transition from coder to deal-maker or at least work in a capacity where I get a cut of the pie like bankers, traders and principals do. I know quants...

I am an incoming 2023 S&T summer analyst at a BB think (GS, Citi, MS). My long term goal is to eventually to exit and head to a HF and hopefully move up the ranks there. How important is it to network ahead of time to land on a desirable desks. Also what desks/products have the best exit...

Simple post here. Serving as an exclusive advisor to a prominent family in Asia Emerging Markets who are looking for debt investors for their infrastructure project (North of $100M). Realized that there are many family offices and credit investors that focus in this geography. Happy to share...

Non-native Londoner who will be working in Canary Wharf soon. I noticed that most of the buyside firms for PE (corporate, RE, Infra, Debt, etc.) and HFs are based in Mayfair and the city. This sucks as Mayfair is a 25 minute tube ride away? Doesn't seem like I can just grab a coffee with someone at...

Hi all, this is my first year as an investment analyst, and I have 20-30 names in my portfolio (mostly public) in addition to new deal screens. Just wondering what kind of tools/hardware do you'all use to increase your productivity in aggregating/analyzing information/fillings? For example, I like...

Hi Everyone, I'm in the the interview process with three Middle East SWFs (all about the Direct Investment team; 2 on PE and 1 on VC/Growth Equity), and would like to get some opinions - see below. ME and their SWFs were basically unknown to me but I've done a bit of research, and have heard both...

Hi guys, was wondering what the key differences in exit opps are between analysts and associates in IB. I know associates don't recruit on-cycle, but don't know much besides that. I am at a MM bank; I like my team a lot, but don't see myself being an MD. I also am in a coverage group, and would like...

I've taken a buyside offer, and the job starts this summer, so I'm currently twiddling my thumbs in IB because my staffer won't put me on any real deals. Pretty much just helping on pitches and closing out the last real deals. Is there anything else I should be doing to better myself personally?...

As the title says, which IB position/department gives you the highest chance of breaking in to PE? Thank you in advance.

I have seen various other threads broach this topic and it got me thinking what others views are on this career switch. My short bio: 4 years as an equity analyst at a boutique long/short fund and currently at business school in London. I am contemplating an opportunity on the sell-side at a BB. My...

Hello fellow degenerates, Does anyone know about how buyside firms differentiate themselves in their investment philosophies? Looking to learn how each firm thinks about investments (what do they focus on finding? Margins, moats, scale, trends?). Has proven difficult to find just perusing through...

Curious about your opinions on the below opportunities for someone whose career goal is to become an investment analyst with his or her own coverage at a prestigious buy-side (Fidelity, Balyasny, BlackRock) in 5-10 years. Which one would you choose? Boutique HF: ~$20B family-style growth equity HF...

Hi everyone, I'm an incoming full-time IB analyst at one of the Canadian banks, having worked in PE (major shop with total >$100B AUM across all asset classes) and IB (mainly M&A) for a summer each. School ends late April for me and my job starts the beginning of August, so I'm thinking of working...

Hey guys–so I am working at a BB tech group out in SF as a first-year analyst. I am currently interviewing with Accel-KKR, Battery Ventures and Spectrum Equity. These are the types of places that I would want to end up at anyways after a full two years in banking. Any thoughts on leaving banking...

Greetings Monkeys! As there are many of you who are pursuing IB, we have written up a high-level overview of the different paths that one could take post-IB Analyst stint. We were in your shoes not too long ago, happy to answer questions or help where needed! Welcome to Investment Banking: Where...

What's up monkeys, I've got an interview coming up for a pretty well respected AM that offers some PWM and HF services as well. It's my first interview for a proper capital markets role, but I've done some interviews for other finance/business internships and I feel decently confident about my...

I was lucky enough to receive an offer from a buyside firm that I have since accepted, but I was wondering what the best way to reject an offer was. Also received offers from a couple sell-side positions, but I declined them and spoke to them on the phone letting them know I was thankful for the...

Seen threads focussed on IBD and on SA but not on FT recruiting for the buyside (will also add in sell-side EQ research) Started applying only a couple weeks ago, here is what I found so far, please feel free to add more below: Blackrock Blackstone Goldman Sachs Point72 Morgan Stanley Jefferies...

~15 year career as an investment banking analyst/associate in ECM (SPACs) and leveraged finance/restructuring, hedge fund analyst/portfolio manager and currently as a corporate finance executive for a fast-growing start-up (led $70mm equity raise process). Have interviewed and spearheaded recruiting...

I want to know if people in the community would be interested in a really tactical guide and example of what modeling looks like on the buyside. Before I joined the buyside five years ago, I was very intimidated by the unknown and especially by financial modeling. What did modeling look on the...

2 years at tier 1 investment banking in NY (GS, MS, JPM, Moelis, Lazard, Evercore, PJT etc..)Now at tier 1 Hedge Fund in NY on the investing side (Think Citadel, Mill, P72, DK, Silverpoint, Anchorage, Renaissance etc) Non-target ~3.3 GPA (have a very compelling reason). ...770 gmat. White male....

Hi everyone, Curious to hear about everyone's thoughts on Five Elms Capital. Any insight would be appreciated. Thank you.

Opana ER helps to activate opioid receptors in the central nervous system to reduce pain signals and treat moderate to severe pain. You can buy Opana ER online, provided that you bear an appropriate prescription from a doctor. It is because buying or selling without a proper prescription is strictly...

Hey all, Currently at a non-B4 firm in the valuations practice working with corporate valuations. Looking into transitioning to a buyside firm to a portfolio valuations role working with private companies. However, I have two concerns: 1) if the ultimate goal is to get into Corp Dev or something...

Hi, I came from a financial engineering background and somehow ended up in the middle/back office of an equities/options trading firm. This is the first full-time job I got after graduation but I feel like I really don't like to be at the operations team where it seems like that my work doesn't...

Hi all, curious to get the forum's opinion on credibility of equity research providers as found on CapIQ Investment Research, ThomsonOne (Refinitiv), AlphaSense, etc. Trying to coach up our analysts on which sources are good, which are bad. Any thoughts? My Top 10 ranking in terms of analysis...

What are some things Fund of Funds managers look at before investing? and how do private equity funds capitalise on opportunities (such as dislocations from COVID) given that the whole fundraise period takes a significant period of time (6-12 months?)? Context: Interviewing with a Sovereign FoF...

I was wondering why everyone on WSO is so against joining the buy-side right out of undergrad, given the opportunity? I've spoken to a wide range of people with ranging seniority on the buy-side, from analysts that chose LMM over BBIB to analysts at MFs or large-cap HFs. Nobody that chose the...

Hi guys, if I get a BB FICC sales role and a bond trader role under a third tier bank asset management arm ( with 10bio AUM), which one should I choose? the bond trader has the potential to become a portfolio manager (the interviewer told me about this). And if I do well as the bond trader or as PM,...

Hi WSO, Quant Trader here, 8 years working in HFs and IBs. Experience has taught me office politics, having an edge, ruthlessness of the markets and domain knowledge. Four options. Which you think has the highest probability of realising this: I’m on VP pay right now, I want US$1M next year....