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Training for Asset Management - overview and backoffice
Hi, I am seeking guidance on training programs available on the Asset Management side - specifically overview and in-depth back office functions. Any thoughts will be greatly appreciated.
What does analyst training look like at your firm?
Are all analyst flown to a specific office? How long is training? What do you cover during training? etc.... What firm is it?
In-person courses/seminars
I'm a 2nd-year analyst at FO, overseeing LLM private equity deals, venture capital investments, and real estate. Recently, my manager told me that if I come across courses/training that could complement my skillset they would support me. Do any of you guys have courses worth recommending? Ideally...
Question about training week & series exams
Hey guys! With incoming analysts starting soon, I wanted to ask current analysts and associates what their training was like (BB). How many hours a week was training itself? How many additional hours did you put in trying to get your Series 63/79 in order? Thanks!
L&D for PE Associate
Hi All, Previously posted about wanting to find an alternative option to completing the CFA as a PE associate. I'd be interested to know what structured training others have done / what funds are offering - ad-hoc training / part time masters etc. MBA is likely out of the question, but pretty much...
Morgan Stanley SA 2022 Training
I won't be working in NYC, but have 2 weeks of training at the NY office for this summer (IB Junior Analyst). Anyone know what to expect? Do they really need 2 weeks to prep us on the material if they already have us going through the Financial Edge training. Would appreciate any info on what to...
Financial Edge Trick Question
How would you define best... like best for me, best for the most people, its a bit fuzzy.
What are some good resources for equity research?
I am interning at a hedge fund and want to put together a professional looking report for a company. I am doing it remotely so I only have access to Capital IQ at my school. I am going all out for this because I want an offer. I want to include economic forecasting and everything else a traditional...
Pay during FT training
Hi, just got informed that analysts are not being paid for licensing exam studying. Curious as to how it is across the street. Do you guys get paid for your study time during training? BTW we are not salaried until licensing so training pay on an hourly basis--something that none of my friends at...
VC Educational Resources
Hi all! I just graduated college and started full-time at a VC/growth equity firm. It's a small company so there's less formal training, but they give us $2,000 every year to expense to "further our education" (as well as permission to do this during working hours). I graduated in finance/accounting...
Thinking about attending OCS for Navy or Marines
I have a decreasing interest in pursuing a life in finance and have recently turned my sights on attending OCS (Officer Candidate School) after university. Thoughts?
Any tips of effective communication on slide decks?
I recently transitioned to a new job where I've upgraded from simply making slide decks drawn out on paper by my boss to now creating one on my own. I thought this would be an easy job, but it's been challenging to communicate my knowledge in a succinct yet extensive way. Does anyone have the same...
BB SIE, 63, & 79, what order do you take? Which is easiest? Hardest?
Hi was wondering if there are any recent 2nd/3rd year analysts or associates at BB 's who had to take the SIE, 63, and 79.... What order did you take the exams in? / which should you study for 1st, 2nd, 3rd? How would you rank them from hardest to easiest?
How much do companies pay to train interns/ virtually
Curious to see if the training amounts to less expense per head now that it's shortened and virtual. I read somewhere that firms spend up to 25k to train junior interns. What are your thoughts?
Industrial-Strength Investment Training
What books/accessible materials do major firms point newbies to to learn the investment appraisal (both in terms of stocks and macro trends)? Obviously a lot is learned from shadowing/on the job stuff, but it would be interesting to hear what professional courses/books are backed by institutions.
Recreating my own "IBD training"?
Hi guys: Long story short, I'm a career switcher looking to get into PE with some relevant experience but no IBD experience. I've been building models on my own and have gone through WSO LBO guide and BIWS. However, one issue I have is I don't get feedback on my models. I want to make myself...
Invest like the Street
Has anyone heard of Invest like the Street before? If so, what are your opinions on it? I am interested in it, but it seems somewhat sketchy at times, and I would appreciate some input.
Massimo Group Training
Does anyone have experience with the Massimo Group's broker training platform? There is not a lot out there in terms of reviews and I have not ran into many at all that have tried it. I receive their free email blasts with "tips" but they seem to be a bit generic or bait to buy something from them....
A Monkey's Guide to the Gym
Monkeys, One topic that I see pop up time and time again on here is regarding the gym. I have a particularly slow Friday ahead of me so I thought I'd post a brief guide to training since I imagine, for the most part, we all have similar lifestyles and the challenges that come with them. I'm going to...
Equity Research training courses?
Could anybody recommend me some equity research training courses? Thank you in advance :)!
Incoming PE associate - hit the ground running
I'm a bulge bracket coverage analyst starting a middle market PE job this summer. We're supposed to be fully functioning upon start - and I've definitely prepared - though I figure that any new job will cause some growing pains. Would anyone be willing to share advice on how best to "hit the ground...
William Blair
Hi, I was wondering if anyone can express his or her opinions from the experience working at William Blair if they offer a good training for newbies? Thank you.
IB Training Courses
Hey guys - asking for a friend in an alternative asset space. Are there any courses/seminars that provide training on the basic corp. fin stuff along with the processes such as pitchbook creation etc.? This is not for someone who wants to break into banking, but for someone who wants to learn the...
New York Analyst Training - BAML GS MS
Hi all, After reading many posts on this forum I will start to become a more active member, especially since I expect I will have some experiences I can share with you since I will start this summer as an analyst at a top tier investment bank in a coverage team. As a first year we have a month full...
Training for incoming second year analyst
I was curious to know if a second year incoming BB analyst from a related but different field (previous experience not in IBD specifically, but say Corfin) is offered the usual 6 week training course that first year analysts get? Anyone have any idea? Thanks.
ARGUS Student Training Software - Is it worth it?
My school is offering the opportunity to take a two-day training course in ARGUS. I am currently signed up, however they also offer the ability to purchase a 6 month student version of the software to download on your own computer for $100. Is it worth it to get the software also? Otherwise they...
Finance-related activities?
Hi WSO community, I'm sure this is a post that many of you won't bother reading, but I'm just trying to follow the 3 "start up steps" that I have been given. I'm a freshman at Texas Christian University with hopes of studying finance in the future. The business school here is selective, and I will...
Reading materials for RE PE
Hi I recently joined a major RE PE firm as an analyst. My job is mostly modeling but I'd like to understand the other components of the deals I'm involved on. I'm totally lost on calls/meetings regarding: Capex (technical aspects of it, like discussing a budget with a contractor for a building...
BB FT Training Exams
Hi Fellow Monkeys Long time reader/poster (using an alias account) looking for serious advice. I am a first year analyst currently in IBD training for a BB , and not doing as well as I'd hope. The material I get, the networking I am excelling at (I think), but for some reason when we are taking our...
Corality Training
I'm looking into Corality's training courses for modelling; can anyone comment on their experience with them? My firm isn't large enough to have provide dedicated training resources, so I've been asked to find a good provider of excel modelling courses.
Wallstreet Training Vs. Breaking into Wallstreet
Has anyone taken any of these courses? Are they worth it, or would I be better off figuring stuff out off of random websites/ youtube?
Does FT training help? Let's Discuss?
Seems like everything I read about training is "best time of my life during my analyst years" "go out every night" "get hammered before work starts" so on and so forth. I am going to be going through one of these structured 'rigorous' trainings this summer for 6 weeks (3 weeks for Series exams and...
Miss a few days of FT training due to graduation? Possible?
Although HR has yet been able to confirm the exact date of my FT NY training this summer, according to every other year I expect it to be around 14 July this year. However my graduation ceremony is on 17-18 July in London, do you think it's possible and polite to ask HR if I can skip the first few...
NYC Analyst training program - Summer 2014
Hi monkeys, so, next summer I will be in NY for a couple of months to attend my analyst training program. Since I've never been to NYC , I was wondering what are the things that someone MUST do/see/visit especially in terms of social and night life (clubs? restaurants? etc.), music and sport events...
Advice on what to do before starting as a first year?
Hello fellow primates, Long time reader, first time poster. This site has helped me so much over the past year or two that I wanted to take the plunge and sign up now that I have secured an offer and know what I'm doing next year. I finally figured out my housing in NYC so I've come to the question...
Leaders in Investment Banking Workshop Review
I wanted to do a quick writeup of the Leaders in Investment Banking (http://www.leadersinib.com/) workshop that just took place at Columbia in New York. I believe they will be presenting in UCLA and UCSF next, and recently held the workshop at Harvard, Stanford, Toronto, and several locations Asia....
Deloitte Consulting project assignment / training
Can I do something to increase my chances of getting a sexy first role at Deloitte? Our projects haven't been assigned yet, and they might be after our orientation. So I think there will be some time for exposure / showing off of skills.
Fact Set modeling courses/certification
Anyone have any information on Fact Set's Knowledge Base training system: http://www.factset.com/services/training/financet… Seems pretty good and reasonably priced ($99 for students for 3 month access). If anyone has used it and has a review that would be great, looking to learn some modeling...
Event Management Training
WSO , Hi guys I recently got signed up to be a Brand Ambassador for this training program in Event Management based in Oxford, UK and taking place at Lincoln College at University of Oxford. I know it is not directly related to finance, but I thought some might be interested in this program...
BB analyst training manuals
OK guys. These babies exist. I got my hands on an internal internal training guide for top BB IB analysts ( GS ,MS, JPM ) I only have them in hard copy, but i managed to snag extras, and am willing to trade them for other IB , PE training materials. Which banks even publish their own training...
FT training - How different is boutique training?
How different is the typical BB training (~6 weeks) from boutique training (~1 week)? You would probably have a lot more fun at the BB , but in terms of the material you learn, will you be missing out on a lot by being trained at a boutique?
How to get a Job in IB/PE after AnEx program?
I just received an offer to do the 8 week internship at AnEx. I am just curious about how all those people in the testemonials landed those jobs? Does AnEx recommend you or open up their rolodex?? or is it just the fact that you have " financial modelling " and the internship in your resume that you...
Second Year analyst behind
Hello everyone, Hopefully you guys can help me with a little problem I am having. I am a second year analyst at a midsize ibank and I am well behind the rest of my peers in terms of technical skills at this point. I went to an ivy with no business degree option so I was always a little behind those...
Wealth Management Rotational Programs
Hi there - I appreciate all the info available on this forum. I'm just interested in finding out about rotational programs within the wealth management division of banks. From what I can find out, Deutsche Bank & UBS have these programs. I'm not sure if any of the other firms do. Just wondering if...
series exam
Hello, Has anyone tried the STC flash cards and did that help? Also, should we start studying for these exams right now? Any words of wisdom of what to do right now in preparing for the exams.
I work in a boutique investment firm and I feel undertrained, what shall I do?
Hey guys, I just finished uni last year with a finance degree, and joined a boutique investment firm this year (I wouldn't call it PE because the firm does all kinds of deals, invest in public companies and even finance government projects). It's a good company and have some really intelligent...
Training at Barcap and effects on group placement
I know Barclays usually gives generalist offers and if you worked there over the summer it is relatively easy to get back into where you interned. However, what effect does there training have on group placement and how are you evaluated, ranked, etc??? In other words i was reading in other posts of...
Which 2-4 Books before BB training? Scoop guide?
Hi all Starting training at BB in London in about a month and about to go on a relaxing holiday for a few weeks. I have a degree in finance and have done a financial modelling course, so I'm pretty well prepared, but want to be able to kill it for group selection. What 2-4 books would you recommend...
Analyst Training Thread: Questions
Hey guys, Ill be working at a BB that starts analyst training soon. I have tons of questions and Im sure most of you are in the same boat as well. I was hoping some of the older members who went through training could help answer questions because HR literally tells you nothing. 1) Do you get...
Does anyone monitor your online training results?
I have to complete a series of online Excel lectures/exams for my summer internship . Only a few are required with the rest being recommended. I would like to skip the "recommended" ones as they are quite tedious. Do your bosses see your results? Will HR flag you for scoring just over the minimum...
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