Displaying 16 of 16 results

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  2. 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 ...

    21 comments9 Dec 2017 -

  3. 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 ...

    37 comments25 May 2011 -

  4. 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 ...

    19 comments12 Apr 2019 -

  5. 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 ...

    6 comments11 Dec 2012 -

  6. 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 perform ...

    5 comments13 Sep 2014 -

  7. 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 ana ...

    4 comments8 Sep 2016 -

  8. 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 ...

    3 comments1 Sep 2015 -

  9. 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 ...

    2 comments16 Apr 2015 -

  10. New Role Portfolio Analyst

    Job Search Advice

    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 ...

    1 comment15 Apr 2019 -

  11. 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 o ...

    16 Nov 2016 -

  12. State Street Portfolio Analyst

    Job Search Advice

    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 co ...

    27 Mar 2015 -

  13. 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 ...

    1 comment2 Mar 2015 -

  14. 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?- ...

    1 comment8 Oct 2014 -

  15. Newbie to Finance Sector

    New User Introductions

    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, mac ...

    1 comment17 Apr 2014 -

  16. 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 P ...

    27 Aug 2012 -

  17. 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 ...

    3 Mar 2012 -