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What song(s) went through your head as you received notice of your offer?
Hi all. Simple and sweet. New York New York? Mozart's Laudate Dominum? What songs went through your head as you received the good news? I remember Frank Sinatra's "Bewitched" came to my mind as I hung up the phone and smiled. Let's hear yours.. Torero
Full Time Entry Level Research Associate Positions in AM still open for 2018 grads?
Anyone have any idea what firms are still looking for full time employees? I know that Western has a different hiring policy than most firms, but that's the only one I know of. Any advice and insight is appreciated.
Regulation and Wealth & Asset Management
What about thoughts on American vs Euro banks in wealth management post-Mifid? How the bonus structure will be re adjusted since all the private wealth managers commissions based revenue will most likely be forbidden? Thanks
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...
Promoted to associate but average base salary bump
Hi everyone. I was promoted this year from Analyst to Associate, but my base pay only went up 5-6%. My total compensation went up much more though. I was expecting both a bonus bump and a significant base pay bump, but I only got the former. I was wondering if this is normal. What is the average...
UBS GTP ASSET MANAGEMENT REPUTATION/SALARY
Hi guys, Wanted to know if there was any info on the reputation of UBS ' AM arm? I understand its gotten a lot of heat for its IBD (which seems to be the most popular topic of discussion on this forum), but what about its AM? As for the Graduate Trainee Program, any thoughts? Salary/Bonus? Any...
Graduate programs to develop quantitative background in preparation for PhD in Finance?
Hi! I have a B.A. background in finance and economics. Looking to enter a PhD program for Finance but most reputable programs require a strong quant background. The extent of my math background is Calc I and Econometrics, earning high marks in both courses. At the time, I was more interested in...
Asset Management Los Angeles
I'm working for a boutique investment management shop and I want to relocate to a firm in LA in the near future. I have some questions for those of you that work in IM in the LA area. Which firm do you work for? When does hiring pick up? I imagine that this might be based on when bonuses are paid...
CFA® June 2017 Results
Just got my results for Level 1 and I passed. 7/10 sections over 70%, none below 51%. I am so stoked right now despite it only being level 1, anyone else get results?
Improve GPA vs Off-Cycle Internship
Hey all, Looking for some advice on best next steps. I am currently in the process of interviewing for an off-cycle internship (during the Spring) that is semi-related to finance (they do modeling, and my role would be as a consultant). I have one concern though. My GPA is currently a 3.63, and by...
Real Estate after full time job?
My "dream" job is working in commercial RE at JP Morgan. Unfortunately, they're not hiring for any full time positions and I am graduating undergrad this year. Can't apply now because nothing is open but it seems that everyone who works at JPM started there as an analyst straight out of college. Any...
Real Estate Asset Management Excel Test
This week I have an interview for an Asset Management role with a top 25 REPE shop. One of the interviews that I have will be an excel test for 30 minutes. Would greatly appreciate if anyone could help guide me through what to expect, and how to best prepare/position myself to do well. This is my...
Has anyone heard back from JPMorgan Atlanta?
Applied for Private Banking Internship at JPMorgan . I first had a video interview on Hirevue about a month ago. After that I asked to proceed in a phone interview with private banking department in Atlanta. It has now been +2 weeks and I am wondering if anyone has heard back and been told about...
Fidelity or Citi?
Offers from Fidelity in Asset Management as a BA or Citi IB . Interested in impact investing. Wondering what people's thoughts are on what is a better offer.
Help me decide whether this role is FO/MO/ or BO? Asset Management Umbrella
What do you guys think? FO MO or BO ? Also given the description what kind of upward mobility / career path would this allow me to get into? Im thinking about applying but im worried its more administrative and that I should maybe pass on it, thoughts? Job Descriptions is as follows:
NON EU STUDENT QUERIES ABOUT MS FINANCE AND RECRUITMENT IN ASSET MANAGEMENT
Hi all! I am new to WSO . I am a non-eu economics undergraduate. I am planning to do masters in finance just after my graduation also I'll be sitting for CFA level 1 in my final year(Dec, '18). Investment management graduate jobs are not much there in my country and I am personally inclined towards...
Tips on Emailing/ Cold-calling for internship opportunities in asset management for liberal arts major
My question is since I am not in business/ accounting major and have no past experience on my resume to show my capabilities, would cold calling the key people of the firm/ emailing them of my analysis on companies {Bottom-Up} be potentially helpful to land an interview? And should I start with the...
What is my Career Path to Working in Asset Management
QUESTION: I am aware there are threads on this, but my post pertains to my personal situation. I am currently a first year associate analyst at a Rating Agency and I want to make my way to the buy side. I don't care too much for working at a hedge fund, I am thinking more along the lines of a mutual...
First Wall Street Interview: How Should I Approach The Interview
On-Site Interview next week: JPMorgan Chase Digital Wealth Management (DWM) BA role. More Digital/Content Marketing focused than your standard IB or AM role. First Wall Street interview with any of the big banks. Should I use the STAR/case study method to answer each interview question? I've also...
Moneta Group
Family CFOs, they are a private personal wealth management group Moneta, ranked by InvestmentNews as the Midwest’s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100%...
Pro-Rated First Year Bonuses?
Going to be working at a big asset manager starting in the summer. They told me that my first year bonus is pro-rated to 5 months and it should increase from there. Does this mean that my bonus on December 31 of 2018 is going to be the same as someone's normal year 2 bonus or is it going to be like...
Advice needed for rising senior interested in AM with only Corporate Banking experience summer internship experience
I am rising senior very interested in landing an AM job after getting B.S. The only experience I have will come this summer in a Corporate Banking internship. Does anyone have advice on the best route to take in order to land an AM position for FT?
CITI PB Banker Team Structure & Associate Roles
Hi guys, Does anyone have any experience with the banker team structure at Citi's PB? My understanding is that it's composed in the way I list below, but is this correct? Also, what's the difference between an Associate Banker and Banker Associate? Is one better than the other? Are the Associate...
Portfolio Construction - Data: (Uniform Number of Observations Problem) HELP!
Hello there, I'm currently setting out on doing an assignment for a portfolio theory class. We have been allocated 15 stocks listed on the ISEQ (Irish Stock Exchange) and a choice of indices to choose from - the overall index, financial sub-index and 'other'/general sub-index. The period of monthly...
1 Year out of Undergrad - Asset Management or IB first? How to break into Asset Management? plz help!
Hi everyone, I graduated one year ago from a top 2 undergrad business program (3.7 GPA), now working as a business analyst (non-finance) for a large FI . I am interested in investing and AM , but don't know if i want to work the hours of IB to get there, for fear of burning out. Advice?: 1. Bite the...
Corporate Finance within Investment Management Firm - Move to Investing Side
I’ve been working at a wealth and investment management firm for two years on the corporate side of the business. We manage about $100 billion in assets, so it’s a decently sized firm. Before that, I worked in real estate finance for 3 years at a private real estate investing company. I...
Leave tech firm to be a Wholesaler
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Leave "LI" Social media firm to be a wholesaler?
I'm currently a Account Executive for a top Social media firm "LI" and I am debating whether or not to leave the tech industry to be a Wholesaler ? Any thoughts?
Discussion on the regulation of the advice sector
"Fund houses turn against investment consultants" I don't work in AM or any form of the consulting branch for that matter but there was a discussion in the area which I listened with great interest. In the UK, the FCA is seeking more regulatory powers over investment consultants from the concerns of...
Military Service, MBA, Asset Management
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KPMG or Top Asset Management Firm?
I am currently deciding between two opportunities: First one is at a fairly big real Asset Management firm, where I will be joining their business development team to sell energy related products to clients across North America. Second one is at a Big 4, where I will be joining their risk advisory...
Share your experience working on an analytical project!
For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management , client service, etc. If possible, can the...
Analytical Projects that you've done before
For the benefit of everyone, I thought it would be helpful if the WSO community would be kind enough to share their experience and responsibilities with analytical projects in any finance field; Trading, Equity research, fixed income, portfolio management , client service, etc. If possible, can the...
Operations Management or Portfolio Manager Assistant
Hi all, I am currently working in the Ops Mgmt team of a top tier AM firm as an Associate, basically working on metrics reporting, Internal Control and Ops related projects. Currently there is a chance for me to move to FO as an Assistant PM, the role does not involve investment decisions but only...
MS Wealth Management ?
I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA , FRM. I want to land a job at Asset Management company and I know MS has investment management.I'm...
Data scientist in AM start up vs quant equity research in IB
I must pick one of the two options. My core competence is machine learning ( ML ) for finance. I'm interested in ML-based quant trading /investment. Asset Management : I would join in day 1. Managers very experienced from IB who will bring investors. I used to work with one of the future managers in...
Let's Talk Hydrocarbons
I have seen a growing number of posts devoted to the Oil & Gas arena, in some form or fashion, and thought it would be entertaining to bring these thoughts together in a comprehensive discussion setting. So let's talk O&G and all things related. Whether you're in the industry in some capacity, you...
Calgary PE
Anyone have any insight on exit opportunities in Calgary mainly wondering about PE but also any info on hedge funds / AM gigs would be appreciated . Looking for details such as reputable shops, approx. salary, culture, hours, etc.
Fixed Income Internship Preparation Advice
I accepted an offer for a fixed income, rotational program over the summer. I'm looking to hit the ground running once I start, so I would like to build up my knowledge of the asset class. What will be most helpful to read or watch? I'd like to receive an offer for a full-time position.
Who are your smartest clients?
This is a question towards people who have been working in equity research already and interact with clients. Among the clients that you know or believe outperform their benchmarks, how different are their viewpoints and questions versus the rest of your clients? Different clients have different...
Full Criminal History Exposed and In Search of Guidance
My convictions: DUI, Driving without a License, 3 Counts of Misdemeanor possession. These charges are from 8-12 years ago. I am trying to break into the investment banking, Asset Management , financial analyst industry. Will these convictions prevent me from doing so? Does anyone have experience...
URGENT: STAT PROBLEM
You are given a choice of two lottery tickets. One of them has a 10% chance of winning $10,000, and the other has a 50% chance of winning $2000. you will play this game 100 times. if you can only choose one of the the 2 strategies for all 100 games, which do you choose and why? **how much would you...
URGENT: Why do you want to work for this Asset Management Firm and not others?
I was hoping if I could look for some advice on this particular question. When asked this question by the interviewer, what kind of distinction can you name that separates the Asset Management Firm that you're interviewing versus all the other ones that exist. Don't they all do the same thing?...
Buy Side Job
Hi all, I'm currently an execution trader for a boutique brokerage firm based in London, focusing on Event Driven. Have been in this role for about 3 years. Also a CFA Level III candidate for June '17. Very keen to make the switch to the buy side as either a trader/junior PM or junior analyst. Do...
Building a Property Management Company
Hi Monkeys, Question for the RE pros in here - what do you think about building a residential property management company as a way to break into the industry? I figure I could start with single family homes, townhomes, and condos, and then eventually manage multi-family buildings. The recurring...
What is Asset Management Marketing?
Hello! I am interested in learning more about this field in particular, within the context of Asset Management . No one at my university has gone into this in particular (people go into IB mostly), and I've seen it as an option within JP Morgan 's Asset Management application. If anyone has done...
Career Advice, 2015 Grad
Hey guys, I'm looking for some career advice. I graduated in 2015 with a BA Economics and a minor in Finance. After graduating, I continued working for a company I interned with for 2 years (part time while in school). 3 months into that I transitioned into real estate working as an analyst in their...
How hard is it to go from Fixed Income to Equities in AM?
I am an undergraduate student graduating in Dec 2017 looking to break into Asset Management . I am currently doing a credit analysis internship analyzing corporate bonds. I am most passionate about equities and want to work in that field. Right now I'm looking to get a 2017 Summer Analyst internship...
What is the career path to become a Portfolio Manager?
Hi all, I'm still an undergrad and my long term goal is to be a portfolio manager of an equity fund at a company like Fidelity or T Rowe Price. What is the typical career path like to achieve this goal? I'm under the impression starting in equity research is the best bet. Does it matter if I work on...
Asset Management Advisors
asset management firms employ certified and competent Asset Management advisors who make it easier for companies to manage their assets. Asset management advisors are equipped with the needed skills, knowledge, expertise and connections to manage a company's assets to make these assets manageable...
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