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How to successfully transit from Asset Management to Acquisition within the firm (REPE)
Hi Everyone, I will start my first day in a small multifamily REPE firm (Current AUM $300M) in two weeks. My position is Financial Analyst/Junior Asset Manager and during the interview they had expressed the possibility to go to Acquisition side if I do well (They currently have a senior associate...
Goldman Sachs Apex group
Hi everyone, can anybody collaborate on what apex group does at Goldman? It's within asset management. Is it client relationships, analytical work, portfolio management or something else? I found APEX in GS reports where it's connected to Normal Automatic Preferred Enhanced Capital Securities....
Foundation Capital Partners - NYC
Does anyone know of the reputation of this firm? Website is minimal, but states they work on opportunistic deals through their vehicles of distressed, special situations, and disruptive. Curious if anyone has worked with them or interacted with them and has any insight to share. If so, would love to...
Asset Management vs Investment Banking for exit opps into value-based hedge funds
Hello everyone, I am a South American student in my final year at a target uni in London and I currently have 2 full time offers and I am stuck and do not know which one to choose. The offers are: 1) A full-time offer from an elite boutique (Lazard/Rothschild) where I would be doing a mixture of...
Hirevue JPMorgan Chase SA 2019 Asset Management???
Does anyone have any questions/insight into the Hirevue questions for JPMorgan Chase SA 2019 Asset Management in NYC? I'm assuming its behavior, but since this is my first hirevue-no clue. Also, is this a first round or still an initial screening type of process (automated or does it mean...
PNC Wealth Management Internship
Is it mostly just a sales position? What specific tasks are interns expected to complete? ............
2019 Top AM
Does anybody know which are the top Asset Managers as of 2019? Like in terms of prestige, pay, competition, and career prospects? Thks :)
Should I continue pursuing the CFA® designation?
Hey all, I wanted to get your thoughts/feedback on studying for the CFA® . Previously, I've spent quite some time on the asset management and capital markets side where a CFA® mattered. I have studied the level 2, but I've yet to pass it. More recently, I'd made a lateral into commercial real...
Need help deciding an offer: AM vs Trading
Hey WSO , I got two offers and need help deciding. One is in an AM's trading group and the other is in an alt investments fund. Pay and bonus is the same, I just need help deciding which one will probably have a better career trajectory and exit ops. Could someone enlighten me on the pros and cons...
Asset Management Excel Test
Monkeys, I am currently interviewing with a boutique AM firm focused on debt. They have expressed that I will have to take an excel test prior to receiving an offer. Does anyone have any insight as to what kind of exercise this would be? Thanks.
Can I leave 6 months in?
Monkeys, I need some advice. I have the opportunity to leave my current role as a credit analyst at a commercial bank to join a boutique AM firm focused on debt. The only problem is that I've only been working in my current role for 6 months. I like my current job, but I think that jumping to AM...
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...
Any helpful material for UK undergraduates (UPDATE: AM in the United Kingdom)
UPDATE: Any questions related to AM in the United Kingdom. Hi everyone! i will be applying for graduate positions (AM mainly) soon and was looking for a good guide or any other material related to SPECIFICALLY the United Kingdom job market. I will be a final year student in a semi-target (kinda)...
PIMCO 2019 Account Summer Analyst
Has anyone heard back/applied for this position? The original deadline was Oct 20 and campus recruiting sent out an email saying I'd heard back no more than 4 weeks after the deadline. I just looked at the app again and it now says "early process deadline Oct 20" and "standard process deadline Nov...
AM Sales to S&T?
I’m curious how possible this move is. I have 2 years of AM Sales and would love to jump to a sales desk in almost any product but preferably FICC. Does this jump seem doable without business school?
Holland Partners Group
Holland Partner Group (HPG) is a fully-integrated real estate investment company with two decades of experience, over 750 team members, and nearly 40,000 units built, developed, acquired, and transacted since its founding. Multifamily Owner, Operator, Developer in PNW.
Jumping from AM to IBD after 3 months
Currently have a AM job at a top AM firm in the industry. Wondering how much leverage there is for me to go to IBD? Couple months into the job now after interning and I realize IB is a better fit considering long-term goal. Also, should I apply with graduating students or do lateral hire? Thank you...
What can a non-finance major expect in an Asset Management Interview?
Hey Everyone, I am a senior at Michigan from a software engineering background with no finance experience. I applied to an AM FT opportunity because I thought it sounded interesting and FO high finance is something I always wanted to look into, but I thought my GPA was much too low (sub 3.0). I got...
Moving from Private Wealth Management to Portfolio Management
Trying to move in portfolio management from private wealth management. How realistic is it and what work experience/qualifications are required to break in? About me, I'm a recent grad in a private wealth management rotational program at a major wirehouse; only 50 of us across the country. After a...
How do I ask a PM for a job?
Hello everyone, I currently work in and I get to talk to PM on almost a daily basis (via emails mostly). How do I go about asking PM's for a potential job in the future? Or just genuine advice on how I can get to be in the position they are in without coming across as someone needy? How should I...
Business Professional in a Business Casual Workplace?
Hi everyone, I've recently landed a gig at a relatively large pension fund where it has been made clear the dress code worn by most is business casual. I love getting to wear a suit, and I was wondering if anyone had thoughts on continuing to wear a suit in this kind of environment. Would it be...
P&C company is an asset manager or what?
I'm offered to become a CFO of a tiny P/C insurance company and wondering whether I'm sure about philosophy of this business. Company market themselves as a professional service provider, wiki says it's a financial service, and I think it's an asset manager. Do you have a better definition? (I have...
Is an insurance company an asset manager?
I'm offered to become a CFO of a tiny P/C insurance company and wondering whether I'm sure about philosophy of this business. Company market themselves as a professional service provider, wiki says it's a financial service, and I think it's an asset manager. Do you have a better definition? (I have...
Choosing Between Buy Side vs Sell Side in Equity Research?
So I want to do equity research. I know that there is sell-side and buy-side and, so far, I have a few distinctive arguments for both (see below). What I would really appreciate to find out is your views in terms of the experience quality that both offer. P.S.: Not trying to touch on things such as...
Leveraged Loans (Primary, Secondary markets) and Bond trading/asset management
Hi all, Hopefully you can share some knowledge with the community. Looking for some guidance that will help me progress in my career and move in to trading leveraged loans and other fixed income products. I supported the par and distressed trading desks at a BB for a few years (but I was at a...
Thoughts on Allianz Global Investors' Graduate Program
The last time the asset management graduate program at Allianz Global Investors has been mentioned was several years ago so I'm asking again about thoughts on the quality of the program, the reputation, and potential exit opportunities of the program. Is it a good company to start the asset...
Joining Noble Group as a commodities trainee
I have never posted anything on WSO yet, but I have read and applied a lot of the good advice here and would like to ask the forum on their thoughts about the current decision I need to make. I am a Master's student in a commodities/finance subject at a semi-target uni in the UK and received an...
Man Investment group
Did anyone heard about Man Investment group? Any thoughts about it? tier? Thank you in advance GoldenF
Asset Management / PWM entry level salaries in the UK
Hey buddies, long time no see. I was wondering what salary I could expect as an entry level position in an asset management/ pwm firm based in London. I have 2 previous experiences (internships in consulting & IB) and I don't know what could be my first salary expectations. Thank you for your help.
How related and different are the roles of an Asset Management analyst to a Equity Research analyst
Both seem very similar to me. What exactly are the differences? Which are the top firms in Chicago?
Any insight on Manulife AM/John Hancock?
Hey everyone! I've been a longtime lurker-finally am coming around to my first post. Anyways, I have a few solid connections at Manulife's Asset Management branch and John Hancock's Investments side. My only issue is I can't find too much info on them other than their websites. Particularly...
Waiting for Interview Followup?
First WSO post here– I just finished a second round of interviews for an asset management firm a few days ago (summer intern position), and I'm wondering how long it should take to hear results back. It's only been 6 days (4 business), but I'm just anxious since the first phone screens and...
JP Morgan Winning Women
This thread is for undergraduate students currently applying to the JP Morgan's 2018 Winning Women events in NYC and Chicago. Feel free to follow and/or post if you're in another division as there might be similar recruitment timelines. JP Morgan Winning Women Overview JP Morgan's Winning Women...
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...
INSEAD MBA: Yay or Nay?
Hi community, I don‘t want to spark another general „MBA worth it or not“ discussion, instead I‘m interested in your opinions based on my specific situation. Some background info: - European citizen - 31 years of age (yes, old but quite normal where I‘m from) - Master‘s degree in...
PWM and IM Salaries?
Anyone know around how much someone at a top PWM and IM firm make around mid way through their career.
Wealth Management Research Analyst
Would like to get your thoughts on being a research analyst for a wealth manager. The position would entail doing third party manager research and due diligence. - How are wealth management research analysts viewed, given financial advisers are at the front of the business? - Are the skills learned...
Best exit opps in Calgary?
Hey everyone. Just wondering what PE firms and pension funds recruit from IB in Calgary and what their lifestyle and comp is Like. Also are there a lot of AM firms present in Calgary or is it more Toronto? Thanks
Long Term Career in IB or Consulting? (Canada)
Hey guys, student in Canada looking for some insight about the finance industry up here. I'm looking for a more long-term career in finance rather than jumping firms. I've heard a lot about IB in Canada being good for career bankers which is exactly what I'm leaning toward but I wanted to know a bit...
What are the best AM firms in Toronto?
Does anyone know the best AM firms in Toronto and what their comp looks like? The Big 5 apparently also have an AM branch but I hear they aren't too good. Thanks
Asset Management Target Schools
According to WSJ (A List of Top Schools Feeding the Asset Management Industry), top schools for breaking into AM out of ugrad include: - HYPW - Chicago - Columbia - Stern - Berkeley - MIT - Dartmouth - BC - Northwestern - UCLA aka.. mostly your typical IBD targets (with the exception of maybe BC and...
Blueshift AM interview
My first question is whether Blueshift is even real. I've had multiple interviews with them (I'm speaking with the COO/CFO tomorrow), but there is shockingly little about them online. That includes their website (Blueshift.am). Searches for "Blueshift" on WSO returned no results. My real question:...
ClearBridge Investments (Legg Mason) Equity Research Internship Questions
So I recently received an equity research internship offer with ClearBridge Investments for this summer (they're one of Legg Mason's funds). I couldn't find a ton of information about comp/exit opps online, so I was wondering if anyone on this forum might know anything. Some specific questions I...
Interactive Brokers Interview Test
Has anyone taken their math, probability, market test? Any advice on what I should go over? Any advice would help!
Best Investment Manager/Asset Management Group for Markets Insight
What are the best investment managers and/or asset management groups that have the best market(s) insight each year, quarter, and month? I usually use GSAM, JPAM, and PNCIAM and have found them to be very good.
Breaking Into BB - What's next? (Analyst with 2 yrs of experience on the West Coast)
Hi everyone, So I graduated from a Non-Target, mid-tier UC school and have been working at a local AM shop which focused in AM and structured products for the past 2 years. Due to the size of the company I get decent exposures on securitization, valuation, and FP&A. The work-life balance is...
[Urgent] Please help me make a big decision
Resources for reviewing/practicing concepts in financial probability and statistics?
I'm an undergraduate 4th year finance student getting ready for an internship in Asset Management. When I say financial probability and statistics, I'm referring to basic concepts important for decision making in market related roles. Thanks!
Interview Question: How Would You Invest $10 Million?
I was wondering if anyone could provide some insight into good answers for the following asset management interview question! Thanks! If you had 10 million dollars to invest, how would you invest it in the current market environment? How to Invest 10 Million Dollars in Asset Management or HF...
Choose between BoAML ER or PIMCO product analyst?
Received summer internship offer from BoAML Equity Research and PIMCO product analyst, both at London. Any thoughts on which one is better? Like return rate, salary and career path?
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