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On finding a job in US Hedge Fund while being outside the country
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...
Buyside Investment Research Website
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 christian@sumzero. com , I'm more than happy to set you up...
What exactly is a portfolio management analyst?
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,...
Is MBA worth it to speed up career as PM ?
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....
Best investing tips for beginner investors
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...
Portfolio Management - Importance of target school
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.
Bear Market 2020 COVID19 Edition - Thoughts?
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...
AM Sales to PM
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...
Asset Servicing or Business Strategy
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...
How profit is made from your own portfolio?
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...
"Everybody Has Choices"
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...
Portfolio Management exit opps?
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!
Portfolio Management test
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...
Buying Gilts - safest approach?
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...
Value Investing Club – Membership Offering
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...
How to Convince My Boss to Include Excel Modeling Into the Job?
What's up everyone, first time post here. So to summarize, I currently work at a large real estate firm and work as an analyst in their multifamily department. My job mainly entails managing a large portfolio of mortgage loans and monitoring/reporting their operating statistics, as well as analyzing...
Loan portfolio management = asset management?
Silly question but given that loans are banks' assets, is portfolio management (managing/servicing existing borrowers within a commercial banking group) considered / = asset management? Also, for resume-writing purposes, if applying to non-credit roles (i.e. IB), would it be weird to swap 'credit...
Licenses Required for Portfolio/Hedge Fund Manager
I have been hearing that a series 7 is not required to be a PM or HF Manager. It just brings unnecessary regulation. A series 65 is all that is required. If this true? If I wanted to manage money from clients of my own. I would legally need only a series 65 correct? Thanks, Nick
Which job title works under Portfolio Managers?
I am six months out of college and have been working as a financial analyst at a boutique financial advisory firm. I am looking to get closer to what I am passionate about, which is investment management (equities). I would like some guidance as to the positions/title and what companies that role...
Best Virtual Portfolio or Stock Simulator Program
Hey guys, Anyone know what the best virtual portfolio software is? I want to build a simulated portfolio and run it similar to the pros by tracking an index, calculating attribution, alpha, tracking error, and etc. Anyone have any recommendations? Thanks Good Virtual Investing System Our users...
Is it difficult to land a job as a portfolio management analyst in AM at JP Morgan?
I go to a non-target public school in the midwest and I would love to be a portfolio manager at JP Morgan someday. I would like to start out as a portfolio management analyst but I'm not sure if that is a realistic goal. How many jobs like that are there? Am I better off starting in a different...
Is this possible/feasible: REPE --> BB IB?
So I secured an REPE internship this summer at a firm with $10B AUM in two roles PM and IR. I go to a target school in the northeast, am a sophomore, and have a 3.7. A bunch of my friends were able to land sophomore summer internships at big banks, giving them solid footing for junior summer...
Profitable model - what deal is possible with existing portfolio managers?
Let’s say I have a model which did 40.11% CAGR with max draw 10.70% since 2010 in static portfolio of 24 markets, annualized Sharpe is 1.47 and positive skew is 0.95. I have 4 months of live results for now, but I am planning to have at least 1 year. I would like to manage larger capital for a...
Bond Market and Fixed Income Job Market
Just wanted to gather you guys' opinion as it pertains to the current state of the bond market trend (higher yields/bond market selloff) and future job market within the fixed income investment management industry in the next 2 to 15 years from now. Background: prospective MBA student aspiring to...
Can someone help break this down for me?
Hello all, I accepted a position within a bank that is titled portfolio management Summer Analyst and I am trying to figure out what I will be doing on a day to day so that I can start prepping now to crush the internship. Below will be the description given on the application page and I was hoping...
Portfolio management and transaction execution teams. What exactly do they do?
Hi all, I will be starting working for a local mid-market PE-fund as an full-time analyst later this year. As I am generally curious (and also want to broaden my understanding of PE), I started looking into different teams and roles in a PE fund. I have come over very little information regarding...
Citi Corporate & Investment Banking - Loan Portfolio Management
Is anybody familiar with this group? I believe it's Citi specific, but is there any other bank that has this group? What's the major responsibility/purpose of the group? Also, what would be the day to day work as an analyst? Thank you!!
Any experience with AQR Capital Management?
I have a phone screening coming up with AQR. Any idea what to typically expect at that stage? The role is in portfolio management / asset allocation .
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...
Offer: Counteroffer
Hey All, Just received an offer from a small Asset Management shop in the mid-Atlantic region:
Job Advice for Incoming Senior
Summary about myself: -3.96 GPA from non-target state school -portfolio mgt course (5 students total) manage a $2M equity fund (real $) -Advisory Intern (Performance Improvement) for Big 4 firm -gained meaningful work experience on a Fortune 50 consumer products company -Wealth Mgt Intern for BB IB...
Balancing Asset Management, Portfolio Management, and Aquisitions
I work for a pretty lean REPE firm (5 total employees including Principals) with about $300M AUM. Some of this is in deals in which we are our own sponsor, some in more "hands-on" type JV partnerships, and about 1/3 in relatively passive JV deals. As you can imagine, in a firm this size, most...
Thoughts on Portfolio Management in REPE?
Recently offered a job in portfolio management at a REPE fund (about $1B AUM). It wasn't the original job I applied for but they think I would be a good fit there. From my understanding, once a property is acquired, I would be "managing the investment" (ie. periodically adjusting the models for any...
EDHEC vs RSM vs NHH vs LSE (Financial Statistics)
Which programme is better in terms of acquiring a job in Asset Management and consequently in a hedge fund abroad after graduation? Got the offers in all these unis. I am a finance undergrad from Russia, 6 months semi-related work experience (finance, business analysis, marketing management). The...
Portfolio Construction Analyst Interview Help!!
I have an interview for a BB in their PWM business for a portfolio construction analyst role. It's entry level for a team within the division. Won't be part of an advising team, but an internal team that helps advisers with asset allocation, quant analyses, manager selection, creating reports, etc....
Transition from Operations to investment / portfolio management
Hi All, I'm currently doing PE and hedge fund financial / regulatory reporting (operations) for one of the major US Banks. I have infrequent interaction with portfolio managers and investment teams that select and analyze portfolio investments (mainly mediating auditors' questions to the PMs about...
From Assistant PM to Operations?
Hey guys, I need some advise here as I'm not sure about my next career move. I'm currently working at one of the Swiss BB Banks in Asset Management as an Assistant PM. I have 3 years experience by now and as a Assistsnt PM most of my tasks are more on the operational side of the business such as...
AM -> REIB -> Acquisitions, or, AM -> Acquisitions
Alright ladies and gents - I've spent the past year trying to figure out my plan, as I'm sure many of you have done. Looking for some guidance as I'm on the fence. I'm focused on spending the next several years in transactions. There are two paths I can take: 1) Lateral into acquisitions and stay...
Exceptional Personal Investor Wants to go Professional
My personal trading account: 2012: net capital gain was $39,947.11 in short-term transactions using around $60,000. 2014: net capital gain was $79,870.28 with a cost of $74,034.90 based on a long-term hold initiated in 2012. I simply held my position in 2013 without buying or selling. 2015: net...
Portfolio Associate role, any good?
Is this job any good? Is it Ops or better than Ops? Can it lead to further involvement in portfolio management ? This is a full-time direct hire with a top company that offers competitive compensation, great benefits and ample opportunity for advancement. In this role you will support the...
Jump from Credit Portfolio Management at Commercial Bank to Asset Management
Hi all, I accepted a job for a large commercial bank (top 6 or so) doing quantitative portfolio management on MBS , mortgages, home equity loans, etc. I spend most of my time valuing whole loan portfolio deals between us and other banks and leading the macroeconomic analysis for our team. Prior to...
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...
Getting a Head Start
I have just finished my freshman year of college and I am looking to get a head start on certifications. I am interested in a career in investments, but more specifically a career as a portfolio manager. I would like to begin studying for the CFA® level one but I do not meet the requirements of...
Help Transitioning From Compliance to Above and Beyond
Hello everyone. Intro: I'm currently working on compliance for almost 2 years. I have passed the CFA level I. With that said, I'm striving to become a fixed income portfolio manager in a decade or two after getting much needed experience in fixed income analysis. Currently, I'm having a very hard...
Q&A: I'm an Equity Analyst/PM at an Asset Manager
Mod Note (Andy): this Q&A is now closed, thanks again to N164 for answering all the q's! I've been in the Asset Management field for 15+ years, started as an i-banker out of undergrad, moved to AM after b-school when the hours got to me (both at target schools). Fundamental, bottom-up equity...
Better for a Resume: Portfolio Management or Equity Research
So I'm involved with a student org that has some changes going on. Generally, we do our own equity research and invest on a fundamental basis. We have a chance to really step up our risk and portfolio management game but only a few people would have really hands on access to making decisions....
Portfolio Analysis / Portfolio Construction Role - how good or bad?
The role would involve implementing portfolio views and conducting portfolio analysis working closely with portfolio managers and traders. If someone is coming out of an MBA program, is this a good role to start at? I don't even think this is an MBA level job
Student Equity Management
I am a member of a student equity investment group for my college. We have a concentrated equity portfolio valued at just over $3 million. Essentially the group, which has about 30 members conducts our own equity research (complete with both industry specific and idiosyncratic thesis catalysts and...
Decent portfolio mgmt tools for retail investors?
Are you guys aware of decent portfolio / risk mgmt tools offered by retail brokers (e.g. TD, Etrade) to individual investors? I've used Scottrade, TD before and now with IB , not one seems to have a decent PM tool for retail investors. Given the correction in the market of the last couple of weeks,...
What do you know about ICMA-RC and is it a good platform for Portfolio management?
I want to jump ship for 3-5 yrs. Will ICMA-RC add to my long-term profile?
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