portfolio management

Thanks for detailed answer.

29 Jan 2023

Hi! Welcome to a free-for-all asset management Q&A sessions. Here is a little bit about myself and my background: -Current Vice President in quantitative risk at BlackRock, covering equity iShares -Previously spent 3 years at large asset manager in quantitative risk covering fundamental and...

27 Jan 2023

I wanted to start a discussion here about how to get your foot in the door when applying for AM roles. I see too many misconceptions out there in these forums. If anyone is interested in breaking into the asset management industry, feel free to reach out. what's most important these days is the...

21 Jan 2023

Heard back from both PIMCO and Barclays with offers for SA intern for summer 2023, wondering if anyone can give some insights into each of the programs and which one may be better for me. The PIMCO role is under PM team as a Trader SA (Newport Beach), while the Barclays one is in S&T for SArole (NYC...

18 Jan 2023

I am interested in using options in my personal portfolio but lack any real experience with derivative products. A couple of strategies/thoughts/questions are listed below and I hope to spark some discussion in the comments. Please feel free to respond to one, all, or as many as you like. PMs are...

08 Dec 2022

Hi, I've just received multiple buy-side offers, and one of them is a pod at Millennium on the US Eastcoast. I'm kind of mulling over the options here and would really appreciate some candid feedback that would help me to make a decision. I'm a little cautious about firms like MLP because of the...

29 Nov 2022

I am just wondering if there is something analysts in the industry do to keep a track of their recommendations (Buy or Sell)? My PM doesn't always listen and I wanted to see if there is an acceptable way to keep my track record, which I can use for career opportunities down the line

20 Nov 2022

Hi, I got a Msc Finance offer from all these schools and ik that none of them are "target' schools, but a lot does matter on the person rather than the uni they went to. I just wanted to know which of these places would increase my chances of landing an interview at a top IB firm/HF considering...

31 Jul 2022

I am trying to build an investment management platform where I need to acquire U.S , Canada, Mexico market databases including its ETF , mutual funds traded along with asset class. e.g. AAPL > common stock , AOA multi asset , etc. however I find hard to acquire such data in order to start to develop...

03 Jul 2022

So I am an incoming MSF at one of the top/the top MSF program in the US, looking to place into IB after the program. I've had a F500 corp fin internship abroad, and just completed a ~6 month winter/spring analyst internship for a regional shop. I've been actively networking/recruiting and have had...

13 Jun 2022

I am set on going into the buy-side after undergrad and am in final rounds with BlackRock, among other large AMs in NYC, and a small fund in a tier 3 city. The position at BlackRock would be in the Portfolio Management Group, in a Fixed Income desk focused on mostly global allocation. The fund is an...

24 Apr 2022

I am a senior undergraduate student currently recruiting for buy-side roles. I have been actively managing several portfolios for myself and family members since 2016, constantly producing weekly reports, performance numbers, etc. My point is it is sort of a part-time job for me at this point and...

24 Apr 2022

Our aim is to build an enhanced portfolio analysis and Management system for financial institutions and retail investors through a more comprehensive, relevant recommendations much more structured, streamlined and actionable ( multi-faceted data analysis, rich visualization, etc. ) insights with a...

03 Apr 2022

Hi, I have been offered a assosiate ETF Fixed income role at one of the TIER 1 asset management firm in London. I have overall 5 years experience at one of Banks. I want to understand the scope of ETF PM going forward. Quiet few people keep mentioning ETF PM is more techonology driven rather than...

30 Mar 2022

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25 Mar 2022

Hi everyone, I would like to know more about the REPM team at BX, I have seen only a couple of past threads (best one so far from from Mshang862) on that specific role but I feel there are not consistent answers there. First of all, can it be confirmed whether this team is a FO within BX? Also, what...

23 Mar 2022

Hi, I have an investment analyst interview for an investment company / asset manager (300 billion AUM), but I am not 100% sure what the role exactly entails and how to prepare for the interview. For context I am an actuarial analyst without a background in finance so this is probably why I'm unsure....

06 Mar 2022

Hey everyone! I've read tons of the "is the CFA worth it" type posts but figured I'd ask since this is a bit more specific. I work for a wealth management practice with $1bn under management. We are semi independent and clear through one of the larger broker dealers in a franchise type arrangement....

20 Jan 2022

Hi, So I am a junior in college looking for an internship in Sales and Trading or Equity Research, in hopes to start my career in one of these paths out of college. I want to become a portfolio management in the long run and I am wondering which area would be best suited for this exit opportunity. I...

31 Dec 2021

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...

02 Nov 2021

Hi guys! How do small investors like me know if their portfolio management software company is trustworthy and authentic - what are your thoughts on this issue?

29 Oct 2021

Hello everyone, I will graduate in Summer 2022 - with a B.Sc in Math and a M.Sc in quantitative Finance. I just started to look for a job in portfolio management (all Asset Classes are welcome) in Frankfurt am Main. I just wanted to know if anyone has some suggestions where to apply (I know the 4...

27 Oct 2021

Hi guys and gals, I've recently graduated from a MsC in finance and I've been working for almost 8 months, initially as a financial risk management consultant and recently as a credit risk consultant for the same consulting firm. I've been offered a job by an important utility Company as a portfolio...

19 Oct 2021

For reasons that remain mysterious to me, I have a final-round interview a FoF this week, and I am looking for advice and resources on preparing for it. I have two interviews, one with a MD and the other with a VP, and a third with someone from HR. I also have an excel case study that is meant to...

17 Oct 2021

Earlier this year I had the opportunity to join the portfolio management team at a nonbank asset-based direct lender that specializes in making senior secured loans to middle-market healthcare services companies. They do a lot of term loans and revolvers. This PM team is separate from the...

04 Sep 2021

Hey guys, Just wanted to create this thread for those applying to PIMCO for the various SA positions. Please offer any info you have on interviews or the likes. Thanks!

06 Jul 2021

Hey guys, I was doing S&T in a BB before, and keep looking opportunity to switch to buyside but it's really hard under current markets environment. Buyside always wanna somebody already have buyside experience(research, or portfolio management exp for example), but if I didn't start, how can I have...

15 Jun 2021

Hello, fellow primates. This is my first post here after months of just reading. We are a group of three friends from the same university. We have studied and developed some theses and investment models together. We found out that in Brazil, the country we are from (but we are currently studying in...

09 May 2021

Please help on this question: With a portfolio comprised of 50% bonds‐50% equity; discuss 3 ways to hedge the portfolio?

07 Apr 2021

Interested to know the insight on what career path this usually leads to or what are some of the exit ops people get into after this? Thank you in advance.

02 Apr 2021

Hi All, With COVID winding down, it seems like some in person events may be live this fall. I was curious if anyone has any type of convention/workshops/symposiums/CEC/whatever! conferences that they feel are worthwhile. I switched to a pure investment role post MBA, and haven't really had time to...

21 Mar 2021

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...

26 Jan 2021

Hi all, Was wondering what would be best to break into a Portfolio Ops team at a MF (KKR Capstone, Oaktree Ops...) : MBB or a REPE AM team at a Megafund? From my understanding Generalist Portfolio Ops and REPE AM both do reporting, stakeholder management, operational improvement with the management...

22 Jan 2021

My 2021 Trade-off: Working full time starting from Jan 2021 or rather studying for the CFA® to complete Level 1 (in Feb 2021) and Level 2 (in Aug 2021)? What would you do? I have just graduated (MSc) and I believe If I will start working full-time I might not be able to pass the CFA® exams...

26 Dec 2020

Hi all! I am beyond lucky to have many offers, however, they are all over the place and I don't know what is the best option to pick for my future. I am a finance student - unsure what I want to do! Goldman Sachs PWM - Great name and pretty much double the pay I would be getting at the other...

23 Dec 2020

Hi! I'm a portfolio manager in a financial institution located in EMEA region. Everything is fine, but my dream is to become portfolio manager in a growth-oriented hedge fund in the US. I've tried searching for jobs like this on LinkedIn, but there are literally none of these. Accounting, back...

17 Dec 2020

If anyone is looking for investment research written by fellow HF managers, I would encourage you to check out SumZero. I'm unable to post the link here, but if you google SumZero, you will find our website! Also, if you shoot me an email at [email protected] com, I'm more than happy to set you up...

04 Dec 2020

Title says it all. I've seen a few large funds have openings for a portfolio management analyst/associate positions (real estate related). Curious as to what the responsibilities of someone in this type of team would do. Is it more strategic allocation of capital into types of assets, markets, risk,...

12 Nov 2020

Hi all, I am a Junior PM at a large AM based in London. Due to several causes, 4 years ago I had to move from my role as a market maker on the sell-side (spent 2 years there) and I made the transition to the buy side earlier than I wanted, hence taking a Junior PM role which I now hold for 2 years....

07 Sep 2020

What is the best investing tip for beginner investors you wish you knew when you started? Here are 10 investing tips for beginner investors: Acknowledge the need to invest and decide your goal. The first step is to actually understand why you need to be invested and not just keep your savings at...

27 Aug 2020

Hello, It seems from this site and others that that target schools are, and prestige in general, lesss important for getting a research analyst and portfolio management job, Thanks.

07 Aug 2020

How're you guys positioning your portfolio? How long/bad do you guys think the downturn will be/last for? While I'm cautious about the market right now, I think this a really good time to pick up some high quality names at discounts. Specifically looking at $FB, $DIS, $BRK.B, $V / $MA. Also may be a...

12 Mar 2020

Hi, I am currently in a quite different situation. I've got an offer from BlackRock for an institutional sales position (associate) right out of UG and an Off-cycle internship in a hedge fund managed by a BB. I am rather indecisive, since the offer I got from BR is really good, but my passion (at...

17 Dec 2019

Hey Everyone- I am currently stuck in this situation. I interned at a large custody bank this past summer in their Asset Servicing group and have just received a return offer. It is a client coverage group and the career path would lead to Relationship Manager. While exciting, I am currently in talk...

02 Nov 2019

Can someone please explain to me after creating my own optimized portfolio, how do I make profit from it? Do I make the portfolio and set it aside for a couple of years and then sell the stock in it? When I rebalance the portfolio do I make profit from the rebalancing process? How exactly do I make...

24 Aug 2019

Monkeys, Here is the situation. I am at at top 3 brokerage doing portfolio management of assets and have been trying to get into the deal side of CRE for the last couple of months. Good traction, but no offers. Now, there is an opportunity at a BB doing the SAME role that I currently do now. Yes, it...

03 Jul 2019

If one starts their career as a PM analyst at an elite REPE shop (Blackstone/Carlyle/etc), what kind of exit opps are there? I usually hear of other roles transitioning into PM but not the other way around. Any help is appreciated, thanks!

21 Mar 2019

I'll have a test for a PM role at a local retail bank next week. It's mostly about managing the pension funds + some mutual funds and individual portfolios, also the position is related to equities only. I assume the questions would be similar to CFA 1 lvl portfolio management material. Would...

13 Jan 2019

Dear All, I'm wondering if someone can give me some advice/insight. I've begun moving investments into Gilts and so far have been using Barclays as an intermediary to purchase the UK Gov debt. However - I'm wondering what would happen to my bonds if we ever saw another '08 style event and Barcs went...

11 Dec 2018

Are you an active value-oriented investor looking to join a group of like-minded individuals building an investment track record? This may be the right place for you. We are a small group of young investment professionals that consider launching a value investing fund in the short to medium term. To...

24 Nov 2018