Showing results:
Displaying 151 - 200 of 220
Best Offer In the List
I am deciding between offers, but wanted feedback on which would set me up best for BB IB FT recruiting, B School down the road, and if I don't make it into IB after graduating, transferring into IB after B School. I am a Junior non-target. Offers: BofA Global Commercial Banking Wells Fargo...
Barclays Americas Wealth Internship Program
Does anyone know the scoop on Barclays wealth in America? They have been making aggressive hires from JPM , GS , and CS over the last few months.
GS FIP
Anybody know what this is? How it relates to the analyst / associate roles?
PWM/Private Banking selectivity vs IB or S&T
Hello, I realized that this website looks at PWM /Private Banking as a secondary carrer to Ib or S&T . Does this mean it is easier to land a job there? Will they take kids with lower gpa's more readily? Do they look for different skills such as a good personality? thanks
Pwm/Asset Mgmt Internship - Non Target
Looking for a pwm / Asset Management internship. Formatting is a little funky, and bear in mind this is the first resume I've made but feel free to tear it apart. I had qualms about listing my soon-to-be school on there, not sure if I should keep it there or not. Also, my law firm internship is...
turnover rate in Private Wealth Managment/Private Banking
Is the turnover rate in PWM / PB high? Are these people simply fired b/c they could not get the clients or did they switch careers? Are you given clients at a BB or do you have to cold call to succeed? Thanks
How to look for an internship this summer?
A little bit about me: I go to a total non target SEC state school. I have a pretty mediocre GPA (3.3), have mediocre extracurriculars, and have no previous internshipsmnance experience. I’m a junior this year and am obviously working on these things but there is only so much I can change at this...
Interviewing for PWM (LATAM)
Hey guys, first time poster here. I have second round PWM interview for LATAM with a bulge bracket. This is my first second round for a PWM job. How should I prepare for the interviews. I will be meeting 6-7 people in one day. This is for an advisor position, post-MBA. Thanks.
PWM site like MC?
Im curious if anyone knows of any sites like managementconsulted.com that's geared towards PWM /Private Banking?
post ML interview/dilema
Hi all, I am a junior at a univ. in the west coast. Recently, I got two referrals for two separate ML offices. One ML is GWM and the other is Private Banking (ultra high net worth). I eventually want to become a financial analyst at a private bank (my goal is JPM). Here is the situation. I just had...
take pwm offer at boutique or go big 4 acct
Hi everyone, What i have come here is to ask whether I should take a PWM internship this summer ( rising senior) or an internship in audit at a big 4. My career plan is to work at a big 4 auditing financial companies and then get an MBA and make the switch with some networking into an Asset...
PWM Analyst Full-Time Final Rounds
Anyone have any advice/tips as to what to expect from a final round interview for full-time pwm analyst program? Much appreciated, thanks!
Internship with the treasurer of my state, pwm, or f100?
My mom's cousin is going to become the new treasurer of our state this January. I'm a freshman at a non-target and am looking for something to do next summer. Would an internship with him be better than a PWM or f100 internship? If it is, would the f100 be my second best option? Thanks guys.
PWM director rocks physician
hope not ofn Erzinger, an Arrowhead homeowner, is a director in private wealth management at Morgan Stanley Smith Barney in Denver. His biography on Worth.com states that Erzinger is “dedicated to ultra high net worth individuals, their families and foundations.” Erzinger allegedly veered onto...
FT Rotational Programs in AM still available?
hi everyone, i was wondering if anyone knew of any asset managment / investment management companies that are still recruiting, particularly firms that offer rotational or development programs? i have interviewed for Northerntrust and some BB firms, but haven't heard from them yet. i want to apply...
PWM-> Banking-> VC
I have some questions about banking. I'm considering the industry because VC sounds like a potential career for me in the next ten years and I have heard that banking or consulting is the route prior to VC . Quick background: I work at a BB PWM firm in Los Angeles and have my Series 7 and am taking...
WM vs PWM offers
I got an offer with MSSB wealth management at the midtown office to be an entry-level advisor/trainee. I have also been pursuing PWM analyst programs. What will be the main differences between these two jobs?
Freshman Guidance
I'd like some guidance/advice as to what I should do to obtain a job in investment banking. Some background: I've been reading this site for about a year, but felt like I didn't have enough expertise to make an account and post (I still don't). I started college as a freshman in Spring 2010 at a...
General Question - 10 billion AUM?
I had a PWM internship abroad. Should I mention on my resume that it is the largest (10 billion aum) and oldest in that particular country? it's not just a regular pwm shop, they do their own in-house research, have their own investment funds, specialist and LevFin , online banking, fidicuary...
Which has better exit ops, ops or PWM?
Neither of the two are the best when it comes to breaking into Asset Management or equity research , but which of the two is easier to move over to the buyside? PWM probably has more networking opportunities and you are doing something front office -ish (mostly sales) Ops, on the other hand, is that...
PWM/Private Bank industry lowdown- who has it?
I'm looking for anyone with experience either personally or through connections to give a run through of some of the top PWM firms (Goldman, ML, JPMorgan, MS, Deutsche, UBS, Credit Suisse, Citi, any others I forgot). Specifically I want to know how their teams are set up (how many analysts,...
What to do summer before sophomore year?
I'm currently a freshman in college and I'm exploring my options for the coming summer. This past summer I did a finance-related internship at a small firm. I wanted to hear your suggestions for what to do in order to best set up my career. Some options I'm considering: 1. As an aspiring ibanker, I...
Part time job while in undergrad?
Due to some financial strain what do you guys think of picking up a part time job as I enter freshman year at a US semitarget? Am I just fucking myself over or have any of you been able to manage a job while maintaining a solid 3.7+ gpa?
positioning myself to work in asia - IBD/AM/
with all the hype surrounding the rise of activity in asia, and that im an asian american anyway, im wondering how to best position myself for a job/career in SE asia (hk, china, south korea, japan) currently attending a semi target undergrad (in the U.S.), rising jr. what would be a possible...
IB internship dilemma during leave of absence
it's just been a week since i started browsing this forum, and i dont have too much background in this industry anyway, so i may sound very dumb at times. im a rising junior at a fairly decent (non-target, i'd say second tier for business) undergrad - with a 3.5 and a decent number of ec (none of...
PWM to PE
Can someone give some insight as to how to go from an Analyst position at a BB PWM firm to a PE firm (doesn't have to be vanilla PE , it can be RE PE or whatever)? What's required? MBA? MAcc? CFA? IB exp.? I'm hoping to make a move in two years...trying to plan accordingly. Phil Collins
Goldman Sachs Wealth Management Professional Salary
I am currently in the process of interviewing with Goldman Sach's Private Wealth Group. I would be brought on as a Wealth Management Professional (one step above an analyst, one step below a Advisor). I would like to have an idea of what kind of salary I could be looking to swing in this position...
Doing other roles on top of your daily role
Alright guys, cut it short, My friend is currently in PWM but he wants to do is S & T. So he is proposing if he could spend some time in the morning (so btwn 7-9?) with the sales desk before he goes to his normal daily routine task (9onwards) initially i supported the idea but come to think of it,...
How to get a 3 or 4 week unofficial internship?
Hi, I am currently working on a non finance related internship that will end the last week of July. I have til the end of august before I need to go back to school. I am trying to ascertain ANY finance related internship, could be pwm , pe , prop shop, boutiques etc. for the 3 or 4 weeks before I...
Fall recruitment/ informational interviews?
i had a few questions that were out of my curiousity and what goals i should set for myself in the future: 1. i was wondering what are my career options in teh future if i have the given experience: independent investment counsel firm, pwm @ Merrill lynch, and probably corporate cash management @UBS...
Guggenheim Partners Performance vs Merrill Lynch PWM
I have received two offers for a summer internship for this upcoming summer. One is Merrill Lynch and is unpaid--it seems like a great opportunity with a structured intern program (allowing interns to visit the Fed, etc. and holding weekly classes/educational forums for interns). However, it will...
PWM vs Client Services
My question is what will be the better choice.... 1. Regional PWM at ML or 2. JPMorgan client services (from what i was told they deal with funds and putting orders through and such) (+) would be doing real work here as i was told
Morgan Stanley Smith Barney = Morgan Stanley PWM Summer Analyst
Ok... So I was wondering, a friend of mine accepted an offer with Morgan Stanley Smith Barney ... Would it be accurate to leave off Smith Barney and put on his resume: Morgan Stanley Private Wealth Management Summer Analyst Afterall, Smith Barney is part of Morgan Stanley's wealth management, right?...
HELP! Drug testing for MS Internship at Local PWM branch?
Help! I just got a summer internship offer at MS and was wondering if anyone knew the drug testing policy for local PWM branches? Do they administer drug tests because i have to admit, i love trees :)
Can just one (unpaid) Internship Lead to a Career in I-Banking???
Hi All, I'm currently a junior attending a target (ivy league) for I-banking. I was offered an unpaid/college credit internship with Merrill Lynch in Private Wealth Management; although it is in a regional office, it will be in a big city. Most students seeking careers in finance will have usually...
Stock Broker = PWM Advisor?
What does a stock broker do? From my understanding. aren't they the same as PWM Financial Advisors?
summer position help
My question is what will be the best for a sophomore.... 1. Regional PWM at ML 2. JP Morgan temporary position (when i asked for the position i refered to it as an internship and he specifically said it was not an internship, i dont know if that is good or bad) the JP morgan is at metro-center in...
Deutsche Bank PWM in LA
I have an interview in two weeks with Deutsche Bank Private Wealth Management in Los Angeles. The position is for Analyst with a two-person brokerage team. Can anyone give any insight on potential questions they would ask? Thanks!
PWM at UBS vs PWM and IB at Janney Montgomery Scott?
I'm a sophomore at a non-target school with no finance experience. I have good grades, clubs, etc, and have already done some decent networking. I was able to get two unpaid internship offers in Philadelphia for the summer. One is at UBS working in PWM under the head of the division, and the other...
Should I give up my internship?
So I have a dilemma. I want to go into IB after I graduated, hopefully by landing a solid internship at a BB next year (my junior year). However, from what I've read on the forums, PWM internships are bs. I won't learn anything legitimate, I'll mostly cold call and do administrative duties. People...
BAML PWM vs MM IB
BAML PWM is in NYC , part time, unpaid and the MM is local (big city), full time, paid. Is it worth getting the brand name in this case? I am currently a sophomore at a semi target, with aspirations of working at a BB one day
BofA/ML, Oppenheimer, JPM PWM
I have been given an offer as a Financial Advisor Trainee at Bank of America Merrill Lynch in San Francisco and as a Financial Advisor Associate at Oppenheimer & Co. in New York City. Does anyone have any insight as to which is better (salary, learning experience, exit opportunities)? Also, if...
PWM or corporate treasury internship?
I'm a sophomore at a target trying to decide what to do this summer. So far I have internship offers from a small PWM firm and one in the finance/treasury division in one of the smaller fortune 500 companies. I guess my question is, if I want to eventually go into ibanking and set myself up to get a...
SA Compensation at BB PWM equals IBD?
A friend of mine just got a SA position at a BB PWM in NYC , and I'm real happy for him. But the compensation is through the roof! 70k prorated, plus 50% overtime plus 2k for relocation and flight expenses. sounds like a banking internship compensation! is this normal for PWM? Suddenly i feel my...
JP Morgan PWM Interview
I have an in-person interview with JP Morgan Private Bank / Private Wealth Management for their 2010 PWM Analyst Class. Background on me: Senior Sociology student at top 3 public university. Marketing Consultant for our University Health Services, Advertising Chair for my freshman year dorm council,...
Securing a FT offer: is it easier in AM or PWM??
Is it true that it is easier to secure a FT job following a summer analyst stint in Pvt Wealth Mgt rather than Asset Mgt ? How is a summer experience in AM compared to that of IBD ? I know working hrs are much less, but is it very very much simpler??
UBS PWM vs. Goldman Operations
I am currently trying to decide between two internship offers for this summer: UBS PWM and Goldman Operations. I am not certain what my long-term goals are so I am more concerned with which internship will give me more useful experience in the finance industry. Any advice would be much appreciated.
PWM vs Sales roles in IB
I wonder what everyone thinks on the topic of private wealth management vs sales roles in IB? What are the pros and cons and which one do you find more attractive? In terms of pay, bonuses are based on performance, so what are the ways to measure performance in PWM vs Sales? Is it the amount of...
Abrams Group-UBS PWM
the Abrams Group is apparently a subdivision of UBS 's wealth management division. was just wondering if anyone knew anything about them/what i would be doing in a SA role there?
Regional PWM Office Respect
What type of respect/exit opps exist for an analyst at a top BB PWM (GS, JPM , GS , CS , DB) division in a regional office (LA,Chicago,SanFran, Palm Beach, etc)? I am looking to continue in PWM / PB but do not know how these are regarded in terms of prestige/respect. Within the firm it is recognized...
or Want to Sign up with your social account?