Hi everyone, looking at CRM options for a PE focused on small/mid cap market. Any experiences? Good value for money options? We are currently mainly focused on automating comms for proprietary sourcing and managing intermediaries but other elements (fundraising, reporting) would be great benefits too. Need to balance costs and functionality (would start with a cheaper option and then upgrade over time?). Thanks for sharing your insights!
Morgan Stanley I'm considering an opportunity in compliance at MS. Wondering if anyone has pointers on comp/bonus/benefits to expect at VP level in New York. Are compliance eligible for stock comp?
I suppose those of us in finance at big employers have to preclear personal trading/investment. Couple questions: 1. What’s your holding period? ie if I buy something then I can’t sell it for profit after 60 days (looks like cutting loss before 60 days is fine) 2. Is there a way to automate our investments to any extent? Every month my 401k contribution is automatically invested in firm-approved funds but I haven’t set up my brokerage account to do the same due to preclearance
I received an offer from a quant fund. My offer letter doesn’t explicitly state my role/position, it is nyc based, and that it’s full time. It also doesn’t provide benefits breakdown, just a blanket statement that I’m eligible. I’ve spoken to the recruiter about these items, but general response is that this is standard for the company. To me this is all very strange and I feel it should be defined more. Does this sound normal to others? Can’t tell if i should push on this more or leave it.
I receive RSU every year and a portion vests every year. What is the best way to manage the tax implications on these? I tried moving it to 401k to avoid taxes but was told I could not do that. What do most people do with these?
I’m 29 years old, project manager in the construction industry, living in Toronto. I make roughly 80k with decent benefits..company vehicle, gas card, cell phone. I hate my job, I hate the industry. I want to go back to uni to get a bcom in hopes of getting a job in finance. So my question..has anybody out here had or heard of a similar situation? Any advice?
Manage $10 million+ in equity l/s structure with 1/3 of the 20% performance fee and a 100k base unattached to large/reputable org or stay at stable FO job making 70k with full benefits and clear career trajectory? Thoughts? 24YO F
Dyscalculia-c here, so request no judgement on question. If I have 10k in 401kA and 20kin 401k2 , will I make more in growth if I combine them into a single 401k? A friend was trying to push this logic but it’s beyond me.
Does anyone know what the pros cons are of leaving money in a 401k vs moving the 401k money to a traditional IRA? Over 200k we are taking about.
Honest reviews of Morgan Stanley (work culture, benefits, time off, bonus, advancement opportunities). Have an upcoming interview and want to know if it’s worth it coming from FFI.
Where should I put my investment $$ right now...sitting on a chunk of cash but not sure what to do...spouse and I already maxed out 401k and IRA...not allowed to buy individual stocks due to KKR personal trading policy. Thoughtful answers only please - thanks 🐠 appreciate it.
Anyone know where the healthcare groups are mainly based out of? Is it NYC or SF? I’ve seen both but I dont know which has a larger presence.
Retirement question: Currently 23 and will max my 401k ($19,500) but wondering if Roth or traditional is best here? Currently 24% tax bracket, so with a Roth I will be taxed upfront $4680, but if I go traditional I will additionally put $4680 to work in a traditional IRA (essentially either way I will be committing $24,180 to retirement yearly). In this case, would a Roth or traditional be a better choice? I feel more invested early to compound is important, but will taxes be exuberant in 40yrs?
Does anybody know companies outside of MBB consulting that provide full MBA tuition reimbursement (no limits)?
Maxed out my 401k yesterday! Woohoo 🥳
If my employer matches retirement contributions (up to 4%), should I opt for a traditional pre tax 401k or Roth 401k? My base salary is 85k. In addition, how much of my base salary do you recommend I contribute to my 401k?
Hi all, I have a question regarding retirement accounts. I am not sure if I should choose a Roth or 401k (company has 4+2% match). Currently 23, base salary is ~100k and investments have brought 45k this year which has me teetering between a 22-24% tax bracket. Wondering what the usual tax bracket is of people retired (around 65yo) as I’m not sure anything would bring in significant income with the exception of investments. In my case would a Roth make sense? Appreciate any answers!!
Question re benefits: we used to get a daily stipend to get lunch in the office from GrubHub, but now we're all perm wfh. Still get the emails for GrubHub though, should I ask about using at home?
Anyone here purchases WallStreetPreps financial modeling course? relatively familiar with terms and stuff but never don't anything outside of a DCF. 2019 grad looking to break into healthcare IB.
Does anyone know of any resources to find which banks have which groups in NYC? I’m looking to see who has their healthcare and TMT out there along with their size. LinkedIn is tedious and most don’t put their group, and bank’s websites seem to be useless.
Got a healthcare hedge fund analyst offer with 150K base and up to 250K bonus. With comp increase potential but no clear path to be promoted to portfolio manager given the fund size. I have 6 YOE in consulting and a PhD in life sciences. Lifestyle is not much better than consulting. The hiring manager tried to convince me with “long-term upside” but of course cannot commit to anything given the fund is new. Thinking I should turn it down but wonder how others think
Looking to exit Deloitte as a SM with 10 years of experience of providing advisory services for healthcare and life sciences companies globally. Please DM if there are any industry opportunities!
Non-equity partner here, planning to put my name in the hat for an equity vote next fall. Looks like my buy-in will be approximately $100k. Question: how do people pay for their buy-in? I've diverted my 401k savings into a savings account for now (my firm doesn't offer a match, but gives us a flat percentage of salary contribution), but won't have the entire amount in the bank by next year. Thoughts? Personal loan? Home equity? Other?
Max out 401k even if employer doesn't match?
For any former Deloitte now at Accenture - what did you do with your 401k? Leave it? Roll it over? Haven’t yet gotten the details on ACCN 401k plans.
Any opportunities in tech cyber? I’m a Consultant in Cyber with almost 2 years exp. I know splunk, NIST, PowerPoint, and more recently worked in intelligence. Most clients have been in healthcare.
Does 401k count as savings?
Having an interview with a private healthcare company for an operations role (currently TC, level 10) - what should I ask about besides the role and salary to assess my market value? Tips appreciated!
People on work visa: do you invest in 401k? (Given that you are not sure if you'll stay in US for good)
Can you tell me how much salary you earn (ANNUAL) and what’s your 401k contribution (per PAYCHECK) !? Just want to get an idea if my contribution is very less or okay. Mine: 137K, $368.
Thinking about moving to Strategy from Tech Consulting. Any thoughts on work life balance and comp/benefits between Monitor Deloitte and EY-Parthenon? I am currently a Senior Consultant at EY, so also wondering if internal transfer would reduce my chances to negotiate a higher salary while moving.
Is Medicare for all a good idea? Does the USA have a viable path to universal coverage? What major changes are needed to change the fact that we spend the largest share of our GDP on healthcare whil
Suggestions on managing the 401k funds (previous employer funds in vanguard) when one changes employer.
Just received reimbursement for a hotel stay in March. What’s the longest you’ve waited for a legitimate expense to be reimbursed?
Should I contribute to my 401k to get Deloitte's horrible contribution or just save that money myself for a higher down payment on a house in the coming 1-1.5 years?
What are raises usually like at Slalom and best ways to negotiate higher salaries at annual reviews? Can you negotiate on PTO / other benefits?
Cigna vs Aetna vs BCBSIL in Chicago?
For those jumping to corporate strategy, what comp ranges are you seeing for associate level positions for someone with 3-4 years in mgmt consulting, pre-MBA? Glassdoor ranges are too wide here
Any insights on Deloitte Human Capital Manager salary range? What’s about signing and annual bonus? TIA
Anyone know the base salary and bonus at Alvarez & Marsal for a human capital/ Exec comp consultant with 6 years of experience? Not in NYC, Chicago, or DC.
This isn't a meme but I saw it this morning on my uber ride to my client in Ireland. Funny stuff
It's a shame that it took me eating out 4 times a week in major cities to realize how truly excellent of a cook my mother is. Here's to you ma 🍻🍮🍝🧀
Age at which you got married and gender? Indian parents already asking when am I getting married at 24
Hey Fishes, Wanted ask about which is the best option from Big 4s, outside of D USI? Considering the fact of WLB (USI is quite balanced), quality of work, hikes and overall work culture. PS: I am new to this and would really appreciate genuine answers from folks experienced with these scenarios. Thanks!
Ever feel like your client counter-part feels threatened by you? Doesn't really want me to own deliverables but insists I help with them instead. I'm consultant-level so I need to own some
I love living in NYC. Unfortunately, I haven’t found the kind of job I want here. Can someone suggest me other states where creative agencies are actually hiring?
Interview question at the end of case study; You have a meeting next week with both the VP of direct to consumer (online) and VP of stores. How do you prepare for it?
Xmas , new year stock .. what stocks are expected to raise from now towards Xmas and new year
Leaving public with 2.5 years experience. Senior Accountant Salary expectations? Greater Seattle area
Anyone from EY in OTS? I know it's M&A integration/ support work minus the strategy aspect (for the most part). Can anyone share insights on group culture, skills learnt, experience etc.?
Don’t know if it’s appropriate. So I’m WFH in a flat, new neighbours just moved in and whilst I’m having meetings in the morning, I hear neighbours enjoying their time DAILY (screaming, wall vibrations you know... ). It’s really distracting and embarrassing when I’m working and if my team hears it from their end. Never had this happening before. What to do? Advice please?
Planning on exiting BCG for B4. Is this a wise move? Better TC, better WLB but less interesting work. Advice appreciated.
I just want to have a nice hot meal at a restaurant while not risking my health. Is that so much to ask?