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Need Advice: Currently in institutional sales at AM firm, but have a WM offer
Hi Guys, just seeing if i could get some advice currently an Associate Director in Institutional sales (BD, F&E, insurance, etc) and a recruiter reached out for an AVP role at another firm. they are looking to push their WM funds/platform to financial/wealth advisors. i like the institutional world...
PLEASE destroy my CV - LDN SA 2021
Hi, I'm applying to 2021 Summer Analyst IBD and AM roles in London soon, and would greatly appreciate any feedback for my resume/CV. Feel free to roast me I'll appreciate it all! https://imgur.com/a/jeeS8RP
IS IB even the move anymore?
I will be as honest as I can and will love hate or advice regardless what it is. I transferred to a target school a year ago as a junior, if you look at my post history it will explain everything. And after being there for a year I've slowly re-evaluated everything. IB was the most promising career...
Capital Group Information
All: I’m looking for information on Capital Group. It is widely known as a top Long Only shop and seems to hire their investment analysts out of HSW (typically with 2+2 IB / PE backgrounds) and from top hedge funds. Specifically, looking for info on following topics: - org structure (how many...
Copenhagen Business School Finance MSc (+CEMS) or Erasmus Rotterdam Financial Economics MSc?
Which masters would would maximize my opportunities/Which one would you choose? Career-wise, after 2 internships in IB (Central-European MM IB) I would like to move towards either Consulting, PE , or AM / HF , which I know are miles apart from each other, but couldn't make up my mind until now....
Difference between Asset Management vs Investment Management?
Hi Chimps, Just wanted to understand the difference in terms of job duties, between an Asset Manager vs Investment Manager? I've been offered an entry level position in an AM department for a large global fund, however my background is in Credit Research, and was hoping to apply some of my skills in...
Thesis in AM --> Interview in IB
I am a master student in finance writing a master thesis about asset management . How can I explain during an IB interview that my thesis in AM is an asset for an IB position? Thanks.
Typical SA hours
Hi everybody, I am going to be interning at a BB in AM /WM this summer and was wondering what the typical hours are like. I live in Queens when I am not at University so I am contemplating if it is worth it or not to get a place in the city
EY TAS Val vs Alvarez & Marsal Val
If you had to choose between the following two offers which one would you choose and why? Alvarez & Marsal Valuation Services - Sr. Assoc. - 20-25% year end bonus based off hours billed. EY TAS - Valuation & Business Modeling - Senior - 10% year end bonus, however EY is offering 10k more on the base...
Concerned about 2020 Summer Analyst Recruiting - 2.7 GPA, Non-Target
Hello, I have a 2.7 GPA at a non-target school, and am a sophomore. I am heading into a BB PWM internship for this summer, and I am concerned I will be completely blown off by firms when applying for Summer Analyst 2020 positions due to my low GPA and unimpressive university. I have an explanation...
Alvarez & Marsal Restructuring
I've done some research on A&M's restructuring group here and elsewhere, but wanted to get input from other members here. My understanding is that the restructuring business is top notch, and has a reputation for great work. Base pay seems below average, but the bonuses can be significant. As with...
21, Studying Finance, can't seem to choose between AM and M&A
Hello everyone. I'm 21, following a master degree in finance in a pretty good business school in France. I'm also a CFA level 1 candidate, since my school has a partnership with the CFA institute, I thought it would be good to leave the school with CFA level II(if everything goes well) I'll also...
Investec AM & CF
Hello everyone, I believe I have been fast tracked to one of their offices but we haven't discussed whether it would be AM or CF. I am just wondering what you think about their AM (160b AUM afaik) and their CF (recent deals include Bidvest / Noonan - 175 m ll Blue Tree Systems / Orbcomm - 43 M). I'm...
Summer internship applications and work experience
Is there any general preference among investment banks for types/length of work experience? I go to a 'target' grad school in London and have thrice interned in the AM sector before (London and Beijing) but my last was in 2017 just after I had completed my BSc. Also, as an MSc applicant for summer...
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...
Definitely likely to regret asking, but I need some honest opinions on how one may perceive my job candidacy.
Hello all, First post on WSO here & I just wanted to ask what your initial impulse is when reviewing my qualifications. Before I get into the details of my academics, I just want to say that I come from a lower middle-class family in the suburbs of Chicago and am a first generation college student....
Going from AM Equity Research to IB
I am currently working as an intern for the summer at Morgan Stanley doing equity research. I am interested in IB , however and would prefer receiving a full-time offer in their IB division (still at MS). Hopefully, I can recruit during the summer for IB if the firm provides that opportunity. Would...
PWM and IM Salaries?
Anyone know around how much someone at a top PWM and IM firm make around mid way through their career.
Please, help me to *not* fail this interview
I am currently a junior at a semi target school. Basically, summer analyst recruiting has been a shit show for me. So far, I've only gotten two OCIs, two phone interviews, and one superday in a variety of roles such as IB , corp fin, and AM . I've received no offers yet, despite thinking a few of...
Internal Wholesaler vs. Analyst at newly formed RIA
Hi Guys, I am between two offers. The first is for an internal wholesale gig, working for a highly respected investment management firm; the second is for an analyst position at a newly established RIA (AUM of ~200MM), where my functions would include placing trades, building portfolios, preparing...
Any experience w/ LBO or M&A of a Traditional Asset Manager by a PE Firm?
Hi all, I couldn't find much relevant materials on-line so I thought I'd post here. I'm in IB and a PE client is interested in (preliminary) discussions regarding a potential acquisition of a traditional asset manager (mainly equities and some fixed income). No talks regarding structure (i.e....
Senior at a Non-Target
Hello! As with most students right now, I'm trying to lock down an internship for this coming Summer and I am having a hard time. I'm interested in CRE finance, but studying Real Estate isn't an option at my school. I'm majoring in Finance and Economics with an unflattering 3.2 GPA from a...
Europe career prospects
Is there is anyone who could give some advices regarding AM in continental Europe. What are the most sought after countries,cities,firms and how does the salary range.I am new in this area so could you explain as much as possible? (I am mostly interested in AM and trading.)
Q&A > Non-Target > Search Fund & AM internships > BB AM 1st year - FI > (Think Wellington, Fidelity, Blackrock)
Hey Monkeys, WSO was a huge resource for me navigating through and eventually breaking into the AM industry. Thought I'd throw an Q&A for all the grinders interested at AM who aren't at target schools. Went to a small non-target school in Boston. When I say non-target...think smaller and less known...
Seeking advice - phd from risk to AM
Hi everyone, I am a newbie to this forum. I got my phd ( corporate finance ) three years ago and currently am working for a big4 advisory service assisting banks on model validation/development based on regulatory requirement (e.g. CCAR, Basel). After three years I already lost interest on my...
Summer Analyst 2018 programs
Has anyone heard back from T Rowe Price, MFS, or PIMCO about SA apps? Seems like AM firms recruit much later than banks. Are there any other notable SA programs I should look into? In particular, has anyone heard back from PIMCO/ know what their timeline is like? They claim they don't start...
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...
Fidelity "Non-Tech Internship"?
I applied to the Fidelity "Non-Tech Summer 2018 Internship" about a month ago and just got a Hirevue invite today. Is this their main summer analyst position? Does anyone know what the Hirevue is like? Here is part of the job description: The Purpose of Your Role -Participate in challenging work...
Junior Year SA: JPAM v. Wells IB
Hi guys, Just wanted to gauge opinions on the forum about junior year SA offers my friend is currently deciding between. One is Wells Fargo IB (either in Charlotte or NYC , location not secured yet) or JPM Asset Management (NYC). He long-term goal is to be an investor, and he's been in love with the...
Graduate or Apply for SA 2018?
My background - I am a rising senior at a non-target (Iona College) with a 3.6 cum, 3.7 major GPA (Finance). I am entering my 3rd year but am a senior because of excess credits and am able to finish a 4-year program a year early. Currently, I'm interning as a Finance Project Managerment intern at a...
Career Opportunities for Finance Undergrad considering Quantitative Finance?
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Will sales keep me out of top MBA?
I am a senior finance student who was unable to get an Asset Management analyst job. I have received multiple sales offers as internals for top AM firms and want to know if a couple years in AM sales would hurt my chance at a top 25 MBA? My ultimate end goal is Asset Management after school. Plan to...
Sun Life AM Rotation
Does anyone know anything about the Sun Life Financial Asset Management Rotational program? What should be expected for salary and bonus? Will this give good exit opportunities?
Insurance AM Investment Analyst Comp
Hi All, I am a second year FO investment analyst at a large insurance company ($90bn+) and was hoping someone could provide insight to expected bonus? NYC area.
What jobs do I have a shot at?
I am a senior at an extreme non-target school finance major with a 3.2 cumulative GPA and 3.7 finance gpa. I have a couple years of PWM experience. My goal is to end up in S&T or AM but am willing to look elsewhere. Am I screwed with these stats? With FT recruiting at the banks coming to a close,...
My Random List of Interview Insights
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Queen's Applied Economics vs McGill Joint Honors Economics & Finance
Hi everyone, I'm a pending sophomore transfer student in BC, Canada. I've been reading WSO since the middle of last year, but recently my aspirations for banking has intensified, so here I am. I have two options to consider for September. Both of them are BA, specializing in some form of economics....
why so little macro on the due diligence for equity research?
the title is pretty straightforward. I am wondering why such little attention is devoted to the classic "bigger picture", aka macroeconomics on a regional / zone / global scale as opposed to the in depth diligence on all the things relating to the industry (sector demand/supply, competitive...
Career advice needed (PWM, Business development, ibank internal wholesaler opp)
Hello all, Any career advice would be appreciated: I have about 7 years in the industry working in prop trading and as an advisor for the world's largest RIA. I've won multiple awards, been a top performer at my firm and have been pulling in about 250k / year for a while. I took a VP job at a small...
Asset Management & GWM Summer Analyst - Assessment Centre
I got invited to an Assessment Centre this week for a summer Analyst position within Asset Management & GWM at J.P. Morgan . Did any of you guys attend one yet and have some advice on how to prepare and a few tipps on what to expect? Thanks in advance!
Transition to AM/ER from MBB DACH region
Dear all, I am a 2nd year consultant at an MBB shop, looking to transfer to ER / AM (buyside as long-term ambition). Currently, I am looking for ways on how to manage the transition. Therefore, I would really appreciate any advice from you regarding the transition process. You would really help me a...
Breaking into AM/IB- Advice
This is my first post on WS so apologies if this is a ridiculous question. Im just looking for some insight into possible career moves for myself. Currently I’m a recent graduate from a top 15-20 UK Uni with a First Class degree in Econ. Since graduated I’ve been working at one of the larger...
Got my first BB AM SuperDay...
I landed my first superday with a BB 's Asset Management group . It's with the fixed income group; I was wondering what to expect and how to best prepare. I'm a big fan of this group and having a shot at this is great. I also have a final the next day, so I need all the help I can get. A little...
Show me the way
Hi, I'm really desperate for your honest advices,, (Sorry for my bad Eng, though) I have,, - 4.5 yrs of ER - RA 2.5yrs, Analyst 2yrs at the biggest local name. - 1yr of business strategy development (incl M&A in developing countries) at largest consumer conglomerate. (I quit this job 2 months ago) -...
Public Finance to Municipal Bond AM/mutual fund?
Could entering Asset Management (in a municipal bond portfolio) be a potential exit for a public finance analyst? If so, what level would one enter after 3 years of being a PF analyst? Would the pay be more at that level or down the road compared to the alternate PF path? Any other thoughts?
IBD lateral from a CRA
Hi, I am currently at a boutique consulting firm (~1 year of experience) and am looking to lateral into IBD in ~2 years. I am considering an offer for an operations analyst role at one of the CRAs (S&P, Fitch, Moody's). Although the role is in ops, I've been told by the interviewer that, with some...
CRE: Asset Management vs. Portfolio Management
I got an interview for a portfolio management analyst position. The job posting says that I will be working closely with the Asset Management and acquisitions teams. I thought AM and PM were the same thing in a CRE context?
Where to Intern Sophomore Summer in AM/ER?
Hey guys, I am very interested in making it to AM as an associate and I was wondering what the best options to intern summer after sophomore year? I'm studying Finance & Accounting at a non-target school and I'm willing to intern in any area in or outside New York or Boston. Any tips on how/when to...
Qualifications for different Divisions
Hey Guys, I am a junior at a semi-target (one BB recruits directly from my school.) I would like to pursue an SA IBD position at a BB or a MM (prestige isn't a concern, exit opps slightly are.) I have attached my resume, in your opinion do I qualify for a BB or MM SA internship? My second option is...
Blackrock Full Time Recruiting
What is the timeline like? Any first round hear backs so far?
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