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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?
seeking advice for career switch(a new analyst for Wholesale banking)
Hi, everybody. I am a new management trainee for BAML ,and oriented in wholesale banking, client fulfillment and service. It is a great program actually, but I have to admit that after weeks of training and on-boarding, I found little interest in commercial banking with middle office stuff. I have...
Investment scenario help needed
Hi I have an investment scenario I am working on. If anyone with knowledge on the subject is willing to help me answering these questions, I would appreciate it. Married couple: Name person 1 person 2 Age 56 56 Employment Doctor Professor Annual Income $195k $75k Taxable Portfolio : $1 mil 401k –...
Investing in Small Businesses
Hey guys I found this website today on the FT: https://circleup.com/companies/ It was launched by an ex-PE guy, and essentially allows you to invest in early stage companies (I suppose via crowd-sourcing). Would you guys consider investing in these companies, and if so what would your strategy be?...
If I want to become a Portfolio Manager: CFA or MBA?
I'm interested in portfolio management . Is a CFA required? I'm leaning more towards the MBA because it offers the most job opportunities with numerous different fields. It doesn't matter to me whether I work at a small fund or large fund in portfolio management. I genuinely find the job...
How should we think about risk?
Anyone who has taken a finance course should come away with a basic knowledge of asset pricing models such as the CAPM and concepts such as Beta, which examines investment risk as a function of the standard deviation of historical returns. Although many of the details of these pricing models are...
PIMCO portfolio management post-MBA
PIMCO recruits at the top b-schools for account management, product management, and portfolio management . The latter is obviously the hardest to get, and it's one of my "dream" post-mba jobs. I would love to hear from anyone who has interviewed for this position and what the interview was like....
Part-time Investment Analyst at start-up hedge fund opinions
Hi guys: I was offered a part-time position (up until the firm moves its office from country X to Y) as an investment analyst at a start-up hedge fund in my city. The position's relevant work experience requirement is 0-1 years, and must have an BBA in finance. The fund manager is well-known and has...
Kelly Growth criterion
I was reading Kyle Mowery's blog post as it relates to investing but I find it hard to reconcile two things: 1. The outcome is assumed to have no relationship to any other investment you make ? Not a good idea... and 2. (Based on what ?) you "specify a time period before entering a position ?"...
Please Review My Resume - Seeking a position in IB or Portfolio Management
Any feedback to help improve my resume is welcome. I am seeking a position in Investment Banking or portfolio management . Do you think I am over emphasizing the fact that I am a CFA charterholder? It is located in 3 places..after my name, under qualifications and under education. Do I need to list...
A fresh new credit risk analyst in BB's wholesale banking arm
Hi everyone, first of all I want to appreciate again the existence of this forum that I have already benefited a lot. Being a new credit portfolio analyst for less than three months conducting research and analysis on the US industrial sectors using tools like First Research and Global Insight, I've...
Asset Management Exit Opportunities?
Hey guys, I have recently grown interested in AM -- particularly in portfolio management -- and have been wondering what sort of exit opportunities this industry entails. In my opinion it seems to me that you can do 2-3 years as an analyst for a MUTF then go and get your masters and CFA and move to...
High correlation
How would you pick the stocks that are less highly correlated? High correlation refers to when a stock becomes more correlated with the index in a falling market. Example: Stock ABC has a correlation of 0.4, and stock DCE has also 0.4 correlation coefficient with index X. The market fall more than...
Salary ranges for entry level at a $40b Fund
Hi everyone, I am currently into 2nd round of interviews for an entry level (out of undergrad) position at a Canadian fund with roughly $40B AUM. My question is regarding the salary range that I should be asking for as I have no clue what they should be for a first-year portfolio management analyst....
Alleghany Capital Partners?
Does anyone have any incite on this company? They're a subsidiary of Alleghany Corp, which is involved in property and casualty insurance. They're similar to a Berkshire Hathaway (in that they look for long term buy and hold investments) but much smaller, and the job would entail doing equity...
Portfolio Mgmt- Ops Interview
I have a second round interview in a few days with a few portfolio managers. It's an operations/trade support role so I would just be supporting them and their traders. Their investments include direct investments, as well as into other funds/hedge funds/ PE funds. Some opportunistic investment as...
The Great Pension Hedge
I have written before about my worries and fears regarding the future of American pensions. I am neither unique, nor first to the party with said sentiment. Everybody is watching the Titanic cruise towards the iceberg and nobody can do a damn thing to stop it. Much like the captain of that famed...
Looking for honest advice
Hello everyone! First post here. I was hoping to get some honest and direct advice on my career goals and aspirations. A little background. I am 34. I have a BS in Accounting and am currently in the middle of a two-year MBA program from a decent business school (think Villanova, University of Texas,...
Interview with a Portfolio Manager
Dear Monkeys, Christmas is coming and I would like to give you guys a gift. As I am extremely cheap and there are so many of you, the traditional shiny box just won't do. Therefore, I have something else in mind. I have recently been in contact with Mr. Eric Lasky over at USA Mutuals and he has...
8th Wonder of the World
"I'm sure every student or practitioner in the world of pro finance has been fascinated by the compounding of interest. Never did I imagine the mathematics of compounding ever being translated into practice. How can compound interest happen at the institutional level? Einstein called it the 8th...
Asset Management - STRH Superday
Hey guys, I have a couple friends going to the STRH portfolio management super -day this weekend, and I was wondering if anyone has any advice as far as the types of technicals go or how the STRH AM process goes in general? I had 3 IB super-days, but I know these are very different so I couldn't...
Advice for a new portfolio management analyst
Hi guys, I recently started at a BB Hedge Fund and I would like to ask for advices from those who work in the portfolio management industry. A little background, I used to work in ER at a BB for 2 years, and recently changed to HF . However, the HF I am in holds a huge amount of stocks (greater than...
for those who don't make it to PM?
Just wondering where else you/your friends went, if not ER -> ER Analyst -> PM Just being on the buyside ER track would make you very valuable for most funds, would you be able to transition into management, marketing/sales management? I'm talking about coveted roles that will still get you decent...
GE Asset Management Trading / Assistant PM
Need help to prep for interview with GE Asset Management for High Grade Corporates Trading / Assistant Portfolio Manager seat. I have a couple years in flow trading on credit trading desk at top investment bank directly out of undergrad at an Ivy. First time interviewing for an junior PM + trading...
Stockbroking Internship
I have an opportunity to do a long term internship at a small stockbroking/ portfolio management company in the gap year between my undergrad and masters. Im wondering what role in an IB this would be most relevant too and if its worth going for or looking elsewhere. Only problem is I have a limited...
Philly Phinance
I've wasted enough hours in the day reading this board that it's worth me contributing... I'm a recent PSU grad, solid GPA. Did the F500/regional brokerage internships, went abroad. Networked like a maniac, landed a bunch of F500/retail...
Any details on what this job can lead to?
I've come across a position at a pension plan, working in their private equity group but it does not seem that this would be considered "private equity" per se. The job description says that the candidate will be working in a team that's a distinct functional area from the team that actually...
Energy Risk Management
I am an engineer am starting my second year of MBA this spring. I have been concentrating in Energy Risk Mgmt to transition from engineering and break into S&T in Houston. My dilemma - I can tailor my program to concentrate solely in ERM by taking electives in Energy Futures, Swaps, Options,...
Portfolio Management Course Tip
Hi all, In my investment class, I was assigned in a group for a portfolio management project. quite big portion of the grade is based on the portfolio performance based on class ranking so I want to make sure I do pretty well. Any tips I should keep in my before thinking of which stocks,options etc...
Explanation of advice in e-mail from Executive Director:
I recently e-mailed an executive director at a prestigious i-bank that also has operations in asset and wealth management. In my e-mail to him, I mentioned " I have a particular desire to work on the floor in fixed-income S&T and ultimately progress to buy-side money-management." His response was:...
What's the best way to get into Portfolio Management
I'm currently a junior and I know I ultimately want to work in portfolio management and am wondering the best way to break in. Should I try to land an IB SA position and try to get a FT offer and go from there? I also might have the opportunity to intern over the summer at a reputable AM firm with...
Need advise! Summer Internship - Portfolio Management or Securities
Hello, I am currently applying for summer internship positions in Wall Street, NYC . My situation is in some way unique: I am not American, in US on F-1 (student) Visa while on PhD Program in Industrial Engineering with concentration in Quantitative Finance. I got my previous University degree in...
Sophisticated Family Offices
I was wondering if anybody knows who are some of the most sophisticated players in the Family Office space. My dream job would be running my own family office (I'm not sure you can even call that a job) and I was wondering if there were any good examples of particularly sophisticated family offices...
Asset Management Portfolio Tracker
By far the best investing tool I have used to date is Wikinvest's new portfolio tracker. You can track your real performance net of fees, interest, dividends, etc as well as get portfolio metrics such as P/E, P/B, dividend yield, and many more, not to mention real time updates (no refreshing)....
Transition from State Pension Fund to Private Sector ER or Portfolio Manager
Is it hard to transition from one of the major state pension funds to ER or portfolio management in the private sector? To which area of the private sector, e.g. MF , HF , IB , ect., is the transition easiest?
Internship- MM Sales and Trading vs. BB Private Banking???
I am currently a junior undergraduate student at a Big Ten University in the Midwest and have received internship offers in two different areas of investment banking. One is for a bulge bracket firm in Private Client Services, and another from a middle-market bank in Fixed Income Sales and Trading....
Yet another career advice thread: equity research path path vs. financial engineering path
Hi, I've been doing a lot of reading on this forum and others, and am preparing for a career change into finance. My background is in electrical engineering, and I have a BS EECS from Cal and a MSEE from Stanford. I'm 34, and have about 12 years of experience in chip design/high-tech, so programming...
Famous PM who started out in Equity Research?
I often hear that many PM started out in trading or research but most of the whales I know of were traders. Do you guys think that the "market knowledge" vs. fundamental knowledge learned early on produces more famous PMs or are there plenty of PM who started out in research who I do not know about?
Option-Pricing Model
Does anyone have a option-pricing model that I can use to analyze how to hedge a portfolio? Preferably a Black-Scholes with some added bells and whistles for sensitivity analysis for a portfolio of stocks, funds etc. I know there are some good ones out there and I would like to avoid building one...
Commodities Asset Allocation
I was recently given this scenario and would appreciate any advice as to how I would begin to approach and structure the answer. Currently in a totally unrelated field, looking to make the move into asset management . You're an analyst working with a family office. You're considering allocating 5%...
Professional Stock Portfolio Tracking Programs? Thanks!
Who said bankers can't be stock-pickers? Looking for a professional program that can track investments to various indexes across different time periods and ouput them to excel / some friendly graphical format. The more powerful and functionality, the better. Anyone have any suggestions, really...
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