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Summer Internship Decision: JPM PB vs D&C ER
Hi everyone! :) I am a Spanish graduate student attending an Ivy League university in the US (think Wharton/Columbia/Yale) studying finance and economics. I know I want to work in the Buy Side but I am still unsure if I should do AM or PB. I appreciate work/life balance and I would like to work in...
Portfolio Analyst - is this a middle office role?
Hi Guys, I have been approached for a role below, and the recruiter is adamant that this is more of a front office role. I was wondering if anyone agrees with this. The Role · Driving the reporting to provide quality MI and analysis on the portfolio, including performance of the borrowers,...
New Role Portfolio Analyst
Hey all- looking for some advice on a possible career move. Currently early/mid 20's work in the middle office on the fixed income sales and trading side for a mid market BD. Have the opportunity to move to a smaller firm (less than 40 employees) as a portfolio analyst. Would be doing similar work...
Please, help me to *not* fail this interview
I am currently a junior at a semi target school. Basically, summer analyst recruiting has been a shit show for me. So far, I've only gotten two OCIs, two phone interviews, and one superday in a variety of roles such as IB , corp fin, and AM . I've received no offers yet, despite thinking a few of...
Portfolio Analyst at Mid-Market Fund (Senior Debt, Mezzanine and co-equity) vs. Big 4 Audit Senior for eventual PE position
I'm currently working for a big 4 accounting firm as an audit associate and will be promoted to senior in July. My ultimate goal is to work in private equity. An acquaintance of mine who I know through a family friend reached out to me regarding an open portfolio analyst position at a relatively new...
Portfolio Analyst for corporate bank portfolio: What to expect?
Hi all, So I'm looking for help understanding a position my buddy had described to me. He said it was a portfolio analyst position for a corporate bank which managed the portfolio of loans the bank has issued. Confused me a bit as other portfolio analyst positions involved managing portfolios either...
Fund Accounting to Portfolio Management - Career Path Advice
Ladies and Gentlemen, I'm in need of advice from the older, wiser users on this forum. I'll set up my background, then present my question to you. I'm in fund accounting at a major mutual fund (top 10 by AUM, strong reputation) based on the West Coast. I am greatly enjoying the work, the people, and...
Portfolio Analyst Compensation - Middle Market Financing Firm (Senior / Mezz Fund)
Anyone have any insight into compensation? Tasks include: (i) monitor portfolio, (ii) analyze portfolio company financial statements, loan covenants and other credit factors, (iii) prepare financial updates and quarterly valuation materials for investment team, and (iv) participate in new...
State Street Portfolio Analyst
Hi Guys I'm hoping someone could inform me abit better for the following role which I have an interview for next week. Please see below for the job description. My main question is, isn't a portfolio analyst meant to do financial modelling on companies and valuations within excel etc. This job spec...
Portfolio Analyst at a top-tier AM: Back office or not?
I just received a PA internship position, and was wondering how this position if you would transition into equity or fixed income research, IBD , or S&T full time. I'm asking about transitioning because I am pretty sure this firm does not give out FT offers to undergrads. Also, if I do manage to get...
Portfolio Management Analyst (F/O IB)
Can someone tell me about this job? Especially with regard to exit opportunities down the line. I understand S&T , ECM / DCM , and Coverage Banking. But where does this fit? I feel like you get somewhat of a credit background but where can it take you? - Monitor portfolio credits within the assigned...
Day in the life of an investment analyst
Hi friendly monkeys, Can anyone walk me through the day to day workflow of an investment analyst in a major Asset Management firm? Is it more around market monitoring, screening instruments to recommend to their PMs, producing reports on portfolio performance? Any detail you guys can provide will be...
Newbie to Finance Sector
Hello all, I am a guy with diverse interests from Finance, Economics, Statistics & Energy. I'd done MBA (Energy management) specializing in Finance. Green projects Financing is my keen interest and other interests include portfolio valuation, macroeconomics and badminton.
Morgan Stanley Infrastructure (MSI) Fund
There was recently a job posting for the Morgan Stanley Infrastructure (MSI) ($4B private equity style fund) for a portfolio analyst. Looks like the primary role would be to assist in marketing/fundraising for the fund. Does anyone know any more about MSI or about this type of position? The fund...
Advice on a Portfolio Analyst (Equity Trader) job postig
Hello to all, My background is CA (CPA equivalent here in Canada) with 4 years public accounting exp and I'm also a CFA level 2 candidate. I want to break in to Finance this year and have been doing some job search. This was posted in Canada Public Pension and I was wondering what are the upside...
BlackRock Aladdin Portfolio Solutions Group position
Hi all, I'm going to have on-site interview with BlackRock 's Aladdin Portfolio Solutions Group recently. Is there anybody happen to have a clue about this position? Firstly, I'm not that interested in the location, which is DE. Secondly, I got a sense from their job description that it does not...
Google Launches Trading Floor to Manage $26.5 Billion in Cash Reserves
According to Google Treasurer Callinicos, the firm has started a trading team and is currently hiring for entry level and experienced trading positions. Callinicos is very well respected in the finance and technology industries, after serving as Treasurer of Microsoft at a time where the company was...
Portfolio Analyst - Portfolio Analytics Group
What does a portfolio analyst do in the portfolio analytics group? It says you will be assigned a portfolio--is this an equity portfolio? What type of portfolios are "assigned" in this role? What are the exit ops for a position like this? Is it a good starting point for someone wanting to manage an...
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