1. Search Results

  2. MS Wealth Management?

    I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA, FRM. I want to land a job at Asset Management company ...

    26 comments - 1 silver bananas - Apr 12 2019 - 3:03pm -

  3. Asset Management: Portfolio Manager Career Path?

    So after doing my own research and reading this site I have realized the Asset Management is a solid career choice. So I wanted to know what is the usual career path to become a portfolio manger at a asset management firm like BlackRock, PIMCO and welling ...

    129 comments - 0 silver bananas - Jan 28 2018 - 10:07pm -

  4. Finding Your Passion & Career Pathway

    I have been networking quite a bit (students, analysts, associates, VP's+) and a common theme that comes up is 'reading/researching in your free time'. Many of the people I have spoken to read financial market books, invest in stocks in the ...

    66 comments - 0 silver bananas - Feb 12 2013 - 9:09pm -

  5. Plant Controller at a F500- Ask me anything

    Mod Note (Andy): Interview/AMA Tuesday! To see our full list of interviews/AMA's, check out this page I've been a member of this site for a couple years now and have gotten some great information, so I'm hoping to give back based on my expe ...

    52 comments - 6 silver bananas - Dec 5 2013 - 8:05pm -

  6. I'm a successful private trader. What's the best career path for me?

    I did the military for 5 years after highschool and I'm now going to Columbia GS, financial economics. I started studying and trading the currency markets when I was 18(7 years ago) and I've become successful, using just price action and trend l ...

    39 comments - 0 silver bananas - Dec 19 2012 - 12:00am -

  7. Citigroup Operations

    I just got an offer from Citi for their portfolio analytics group in operations. Does anyone have any experience working there. What is the career path like? What is the salary range for new hires? They offered me 55K. Is it hard to move up to a front off ...

    68 comments - 2 silver bananas - Jan 18 2010 - 2:37pm -

  8. Banking versus Trading- Did a summer in S&T

    First of all, bear with me. I know this question has been belabored to death, but hear me out. This is an alternate account of a relatively prominent user on this site.. and for particular reasons, I'd like to keep my identity safe. Background: I sum ...

    20 comments - 0 silver bananas - Apr 18 2016 - 12:25am -

  9. Years as an IBD analyst before PE- 2 vs 3

    I am a first year analyst at a BB bank, starting to go through the PE recruitment process. I wanted to get anyone's thoughts on going into PE after 2 years in banking versus 3. I have heard that it is better to go after 2 years because more firms see ...

    32 comments - 0 silver bananas - Jan 4 2012 - 4:41pm -

  10. Financial Analyst Career Path

    What is the typical career path for a financial analyst in the corporate world? I know it depends on the company but just take a generic F500 company. Financial analyst Senior analyst----- then what? Also what is the typical pay like for these different s ...

    16 comments - 1 silver bananas - Dec 13 2016 - 2:05pm -

  11. Career path from sell side equity research

    Hi all. I'm finishing my junior year, about to start a summer internship at a MM bank doing equity research. I'm familiar with the typical path from IB analyst onward (Analyst to PE to MBA to whatever) but does anyone have a similar "path&q ...

    15 comments - 0 silver bananas - Apr 3 2017 - 8:15am -

  12. How much does your first job determine your career path in finance?

    Discuss Career Path ...

    20 comments - 0 silver bananas - Mar 4 2013 - 6:20pm -

  13. Reinsurance Opportunities and Career Paths

    I graduated in 2011 from a non-target in economics and recently landed a gig at a small insurance group as a Reinsurance Associate. It is an entry level role where I am essentially learning their business from the ground up, but I am able to venture into ...

    16 comments - 0 silver bananas - Jan 2 2013 - 12:24am -

  14. Comparing Offers: Megafund Associate versus Startup VP

    Hi everyone, Any thoughts on the pros and cons of the following situation would be great! I am an ex-management consultant (3 years) with Ivy-league MBA and one year of IB experience and I was fortunate to receive an offer for an Associate position in a $ ...

    17 comments - 0 silver bananas - May 12 2011 - 1:14pm -

  15. Would you quit your current job and take another job in a completely different industry for double the salary?

    I was offered a position with a buddy of mine in the Natural Gas industry working on the job site in a non labor intensive role. The role would require managing equipment coming on and off the job site and confirming project completions. The position is a ...

    15 comments - 0 silver bananas - May 9 2013 - 3:18pm -

  16. Fund of Funds Career Path?

    So I had a quick question about Fund of Funds. There is not a whole lot of information on this site about how to break in. Is there any kind of boiler plate path into a FoF? I find the idea really interesting, and I was wondering if anyone had any experie ...

    15 comments - 0 silver bananas - Jun 6 2012 - 3:20pm -

  17. Research Analyst Career Path

    What is the career path of a research analyst? Career Path ...

    14 comments - 0 silver bananas - Oct 1 2012 - 4:40pm -

  18. Student from China trade off Chinese prospects with you

    Hi folks, I'm a junior three (next semester will be my penultimate year in undergrads) from one of Chinese top universities in Beijing. I've been watching WSO for a long time and some of the posts are really conducive and insightful to me. What ...

    13 comments - 0 silver bananas - Aug 27 2012 - 10:01am -

  19. Assistant Brand Manager track?

    I'm doing some job research for my GF and we've came to the conclusion that brand management at a CPG is a good fit for her. However, I can't figure out the standard career path for undergraduate marketing majors to become an assistant bran ...

    12 comments - 0 silver bananas - Apr 27 2013 - 4:42pm -

  20. Serious advice needed.

    Hi Guys, Currently undergrad on the path to investment banking. I have the internships, the gpa, etc. There is however one thing that I am scared shitless of, myself. I have come to realize lately that I am bipolar. I get these episodes of extreme optimis ...

    9 comments - 0 silver bananas - Jul 30 2016 - 3:51pm -

  21. Opinions on Real Estate Investment Firms

    I am currently a senior at a non-target top 50 university. I have internship experience at a boutique investment bank and at Citi Smith Barney. My plan was to go IB and I received a few interviews; however, nothing materialized. I wanted some opinions on ...

    13 comments - 1 silver bananas - Dec 30 2009 - 12:40am -

  22. IBCareerPath

    Has anyone went through IB Career Path? It seems like it just started this year, and I can't seem to find any information on the program. Do you think it's worth it? I'm a rising senior and can't find an internship in investment bankin ...

    12 comments - 2 silver bananas - Jun 28 2011 - 2:19pm -

  23. Business School vs. Career with B.S. in Finance

    Hello Everyone, This is my first post and I have a few questions. I have read posts and researched schools now for two weeks because I did not know I would be able to graduate Spring 2012 until recently. Long story short, I thought I needed an extensive b ...

    12 comments - 0 silver bananas - Mar 6 2011 - 11:29am -

  24. AI in Real estate valuation

    I am going to start my valuation internship in big 4 real estate firms, but I am wondering about the impacts of AI in real estate valuation. As AI is increasingly used in replacing labours in finance and the RE agency side, can it critically automate the ...

    6 comments - 2 silver bananas - May 20 2018 - 11:37pm -

  25. Career Path: Commercial RE Broker or Credit Analyst

    Hey everyone, Last week I posted a topic about how I was working at a commercial real estate firm as an intern for the past year and I was not sure how much longer I should stay with them. Well, that firm offered me a position as a broker (or salesperson) ...

    10 comments - 0 silver bananas - Jul 8 2010 - 11:05pm -

  26. Transition from Retail bank to Corporate Bank

    Hi I'm an undergraduate student and I'm passionate on valuing a company and building financial model. I have become an expert in building financial model by using Microsoft Excel Spreadsheet after two-three months. I have applied 100 company sin ...

    8 comments - 1 silver bananas - Nov 20 2012 - 6:26am -

  27. What exactly is the scope of private equity?

    Hello- What exactly is the scope of private equity? Can a firm be active in, say, purchasing mining assets globally and still be considered to be private equity? If they're purchasing things like mines, railroads, etc., not just companies per se, are ...

    8 comments - 0 silver bananas - Jul 31 2012 - 8:47pm -

  28. career options for those who missed out on IB

    I am a Duke MBA 2010. Did 2 internships- 1) Tiny Boutique investment bank in East, 2) Private Debt/Equity firm in mid-west. Pre-MBA 8 yrs in Technology Consulting at IBM Global Svcs and CSC. Wanted to pursue IB but the current scenario is such that....get ...

    8 comments - 0 silver bananas - Aug 22 2011 - 7:11pm -

  29. Which Internship to choose from (PWM)?

    Hey guys, I have been lurking on here for a while, and this is my first post. I have two internship offers this fall (couldn't find anything spectacular). There both at BB in PWM. I really can't decide which one would be more beneficial or rewar ...

    8 comments - 0 silver bananas - Aug 16 2011 - 6:27pm -

  30. The importance of the letters behind your name

    Moderator Note (Andy): ZaZa resides in Abu Dhabi and works as a recruiter for some of the Middle East's largest sovereign wealth funds and investment banks. The ultimate and universal question that any recruiter with existing alive candidates gets as ...

    7 comments - 0 silver bananas - Oct 2 2012 - 6:41pm -

  31. Suggestions on my career path?

    So I'm an ungrad at a target school (I think?). I'm really interested in value investing, Buffett, Ackman, and others like them- would love to one day run a hedge fund, but wouldn't we all? Everyone tells me that I should head the IBD route ...

    7 comments - 0 silver bananas - Jul 30 2011 - 12:25am -

  32. Jump to finance industry from law firm as paralegal

    Hi Guys, I just graduated from western coast college, non-targeted school and had my full-time as a paralegal in NY law firm, top-tier. Now I am looking for analyst in the finance industry. Considering I do not have any finance experience(but I had the in ...

    4 comments - 1 silver bananas - Dec 12 2018 - 10:22am -

  33. Career Path- My plan

    My Situation:--2.5 years of school left--University of Florida--Will graduate with Bachelors and Masters in Accounting--Currently 4.00 GPA and don't expect to deviate much--710 GMAT--Manage a total budget of $1 million+ as Treasurer for two organizat ...

    6 comments - 0 silver bananas - Apr 19 2016 - 12:18pm -

  34. Career Path in Insurance: Underwriting, Brokerage, etc

    Anybody here works in commercial insurance (property and casualty, specialty lines, etc) can shed some light on the different career paths? I am currently on a graduate scheme of one of the largest insurers in the world in a commercial line in the London ...

    4 comments - 1 silver bananas - Oct 26 2018 - 10:32am -

  35. Transaction Services (Financial Due Diligence)- What did you exit into?

    For those of you that moved on from Transaction Services (Financial Due Diligence)- I'm curious to find out what you went on to do? Answer Template Title: Industry: Pay: STET, bump or drop Hours: Better or Worse Culture: Hindsight: Was it the right m ...

    4 comments - 2 silver bananas - Oct 14 2018 - 2:11pm -

  36. A Career in 'Strategy'?

    Hey WSO'ers, Recently I was going through interviews for an S&T internship. The MD I was speaking with said that I seemed like a good fit for 'strategy' and that he could see me being successful in that area at the firm. I like the idea ...

    6 comments - 0 silver bananas - Mar 29 2011 - 5:23pm -

  37. Urgent: need to make decision asap

    Let me start by saying that my ultimate dream-job would be becoming a Portfolio Manger. Now, this is my background: I have been working as an commercial banking credit underwriter for 4 years (started as a trainee and have now been a team-leader for the p ...

    5 comments - 0 silver bananas - Oct 7 2014 - 9:55pm -

  38. Typical Career Path for undergrad hires

    So I'm wondering how long do most analysts work in company they were initially hired in? I know for most IB analysts it's usually 2 years in IB-> 2 years IB /Buyside/Entrepreneurship->Business School-> IB /Buyside/Entrepreneurship. So w ...

    5 comments - 0 silver bananas - Apr 24 2011 - 10:44pm -

  39. What's my next move?

    Deleted Recruiting FT Career Path ...

    5 comments - 0 silver bananas - Oct 29 2010 - 9:45pm -

  40. The Standard Wall Street Career Path Is Shifting Under Everyone's Feet

    So you want to become a Wall Street master of the universe? Forget almost everything you know about how the ride to the top is supposed to go. The basics are still the same. Go to a target school, take the right classes, and land an exhausting summer inte ...

    4 comments - 0 silver bananas - Nov 9 2012 - 6:45am -

  41. Feeling kinda lost on Career Path

    I'm kinda lost in terms of what I want to do with my Finance and MIS degree. There are just so many career paths/firms out there! The only thing I know is that I want a starting salary of (60-70k+) and I still want to maintain a work-life balance. An ...

    4 comments - 0 silver bananas - Jan 2 2015 - 9:47pm -

  42. Trading Analyst to Trader

    Hey guys if you want to become a trader at a prop firm, would it be better to seek positions as a trading analyst first as this seems to be an entry level position into the trading world. Career Path ...

    4 comments - 0 silver bananas - Aug 23 2012 - 3:44pm -

  43. Corp FP&A Tech Career Path

    So as the title mentions, I am hoping to get some advice on the typical career path in corporate finance. Background: Started as an intern at a very mature F100 tech company in Fall of 2015. Transitioned into a Business Analyst role from Fall 2016 to Earl ...

    3 comments - 1 silver bananas - May 25 2018 - 1:00am -

  44. Is this career path overkill?

    Hi WSO, occasional lurker, first time poster here. Though I'm really only posting this for the advice of a select few on this site, I welcome the feedback from all. ...

    4 comments - 0 silver bananas - Sep 1 2011 - 5:53pm -

  45. Career path and development

    Hi All, Quick question to get your sense on next steps from a career development standpoint. I'm post-MBA and have been working with the same organization for about 5 years now. I started on the operational side, but after two years jumped over to a ...

    3 comments - 0 silver bananas - Apr 8 2016 - 10:40pm -

  46. What type of asset management for me?

    Hello, so i'm actively pursuing a career in finance. I don't want to work at an investment bank and I think that creating a hedge fund or Asset Management company is my personal end game. My question is, what specific form of asset management al ...

    3 comments - 0 silver bananas - Mar 20 2011 - 7:35pm -

  47. From back office to deal team

    Hello everybody here! I want to initiate a discussion on the back office-> deal team career path of private equity boutique shops. I wonder whether there is any overlap between these two distinct functionalities for some small shops. My shop runs a spe ...

    3 comments - 0 silver bananas - Mar 14 2009 - 1:06pm -

  48. Looking for Career Path Advice

    I am a 3rd year undergrad studying finance. I have a rough idea of the different careers in financial services. I have some thoughts on possible paths but just not sure which ones might be best for my personality, strengths, and weaknesses. I'm tired ...

    2 comments - 0 silver bananas - Apr 22 2014 - 3:12pm -

  49. Where should I look into

    I'm fairly new here, and I have been using WSO as a source of knowledge for a career in IB. I'm from a small town where no one even knows what IB is. I'm going into a top finance uni in my country, but it is still no ivy league school. Sinc ...

    1 comment - 1 silver bananas - Oct 10 2018 - 8:23pm -

  50. What is the career path and promotions like at Canadian PE firms?

    How does the career path work for Canadian PE firms? In the US you go for 2 years then an MBA and then afterward you decide where you want to continue. 1: Though I've heard a few times that most Canadians don't need to get MBAs and it's rar ...

    1 comment - 1 silver bananas - Apr 25 2018 - 6:58pm -

  51. Exit or career path: valuation team in big 4 real estate firms vs in-house M&A team of China insurance firm

    Greetings, I received a valuation internship offer from big 4 real estate firms, while I am really likely to receive an internship offer from a strategic planning department (in-house M&A team) of one of the largest China insurance company through sch ...

    1 comment - 1 silver bananas - Apr 17 2018 - 9:02pm -

  52. Long term, which career path interests you the most?

    Accounting 0% (7 votes) Asset Management 9% (141 votes) Commercial Banking 1% (17 votes) Consulting 5% (70 votes) Corporate Finance / Strategy / Development 9% (129 votes) Entrepreneurship 6% (89 votes) Equity Research 3% (46 votes) Fintech 2% (23 votes) ...

    1 comment - silver bananas - Sep 10 2015 - 3:19pm -

  53. 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 ...

    1 comment - 0 silver bananas - Oct 30 2017 - 10:26pm -

  54. I am lost in my career

    Just a bit of my background here: 1) I grew up in a third world country and studied there (got my MSc and BA in finance from the university which most of people never heard of) 2) I have done several traineeships both at home and abroad:- in my country (a ...

    1 comment - 0 silver bananas - Sep 6 2016 - 6:06pm -

  55. Big 4 vs. Big Bank career path

    Hey guys, pretty new here, and I have read a bit about this topic on here but not as specific as my case. Currently attend an above average business school (ranked in the 60s). Accounting major/ Finance minor. Not a big bank target school but DEFINITELY a ...

    1 comment - 0 silver bananas - Jul 6 2016 - 9:43pm -

  56. Advice for career paths

    I am going to be starting 1st year of Computer Science soon, I tried business last year and failed the first year due to not being mentally prepared/ not trying hard/ disliking the course, and am wondering if it is possible to break onto the street with t ...

    - 0 silver bananas - Sep 13 2015 - 9:48pm -

  57. What career is suited with my background?

    I've been having a tough time really finding any job that fits my background. I have experience working in corporate social responsibility and marketing at F500 technology companies. I've undergone extensive in classroom excel training. I went t ...

    - 0 silver bananas - Apr 30 2015 - 11:49pm -

  58. Urgently need career path guidance

    Hi everyone, ...

    1 comment - 0 silver bananas - Nov 24 2014 - 10:28am -

  59. Becoming an Economist in Finance

    Hello all, I recently graduated with an undergrad degree in Business, major in Economics. Long-term goal: Economics PhD and to work as an economist with some financial firm (preferably asset manager, top-down macroeconomic approach?). Short-term goal: Wor ...

    1 comment - 0 silver bananas - Jun 22 2014 - 5:19pm -

  60. Compensation Consulting (Pearl Meyer)

    I have a decision between accepting an offer for an analyst position with an executive compensation firm or to get my MS in Finance at Tulane with a concentration in energy. I really don't know much about a consulting career and what kind of opportun ...

    1 comment - 0 silver bananas - Apr 18 2012 - 5:17pm -

  61. Have a Job, want advice for the path ahead.

    So I'm working BlackRock 's PMG. I'll take the GMAT this summer, and will get BLK to sponsor my CFAs. Assuming all goes well with those tests, how else should I set myself up for a strong career path? Essentially, I'm looking for a che ...

    - 0 silver bananas - Feb 14 2010 - 2:56pm -

  62. Operations to S&T

    I was just wondering how hard is it to go from operations to sales and trading, specifically trading. I know operations is a BO to MO, leaning more towards BO type of job, but what are the possibilities of moving into trading. Can anyone who has done the ...

    - 0 silver bananas - Dec 18 2009 - 12:03am -