As an investment relations advisor, I’ve encountered unique challenges in my role that I believe many in the field can relate to. One recurring issue is managing client overconfidence—specifically when clients are adamant about investing heavily in a single asset class, despite clear diversification benefits.
Balancing their preferences while ensuring their portfolio remains resilient can feel like walking a tightrope. How do you handle such situations without compromising client trust.

Hi
I will be joining cisco bangalore soon
Can anyone share with me the holiday list for oct 2022
I need it to plan my travel
Just need to know if there's diwali holiday or not

Thanks

Hi All
Anyone from marketing or product teams here. Looking for roles for Sr Manager and above.

Does anyone else feel stuck in accounting? I want to switch career paths but I feel like I’m already too deep in the profession. I was thinking MBA as a way to transition out but i feel as if accountants are looked down on for applications compared to others

Any thoughts on Peter Millar suits? Quality, look, wear over time, etc..thinking of buying a couple while on sale at Nordstroms

What are the best consulting firms for PE and VC exit, please include boutiques not just obvious ones

Taking AUD in 2 weeks. Got a 70 on Becker mock exam. Any advice I should have for these last 2 weeks, would be really appreciated

I’ve taken FAR a few times at this point. I got two 74s and this past one I got a 70. I felt like the last exam (which was a few weeks ago) was extremely harder than the other ones. Has anyone else noticed the exam getting extremely tough? Or do you think I just got a one off?

Anybody knows how much earns an average line cook in Orlando, Florida? And how many hours have to work to get a decent wage

Are there firms with FS tax practice in Seattle? Specifically fed compliance: Private equity. I know EY doesn't. Any other firms?

Hi All,

I am looking for a job in automobile after sales position. Please help me/refer me for any opportunity.

I have experience of 9 years in handling after sales operations.

Is anyone in Experience Strategy/Transformation in the Netherlands willing to chat about a referral?

I am planning a move there from Canada throughout the summer (and eligible to work there)

Happy to provide more information

Any book recommendations to gift my cousin sister? She studied (masters) psychology and is a trained classical dancer.

Hello! I need some (creative) suggestions on how to do a video interview. I live in a very small 1br apartment with my husband occupying the bedroom for work during the day and a 2 yr old occupying the living area. I thought of the kitchen but it’s proximity to a busy road makes it a little too noisy to have a good call. The bathroom perhaps? Will that create an echo? I am thinking of using a backdrop so that the mess will be covered up. It will be a 30-min interview.

Any ID attorneys get their CPCU? Trying to make myself more marketable as claims counsel or in-house for a carrier (not doing ID).

Hello! Anyone have any experience with ADP WorkforceNow? We were about to sign with Paycom, and move away from ADP, (who only does our payroll right now, no other services), but it seems WFN has come a long way in the last year or so. Can anyone offer feedback? Appreciate it!

Fresh grad, just started work in the US (~1 month in) but want to move back to Dubai due to personal reasons. Will hitting the 6m mark (1y won’t be possible - immigration) be helpful? (Cont)

Any recommendations on brushing up on PowerPoint?

Equity research associate considering to pivot into IBD. Is this a wise choice? Heard ER is an exit for some of the IB folks out there.

What credit cards does everyone use to maximize rewards points? What bank accounts to maximize sign up bonuses?

Currently an analyst-level consultant working with a client that has an investment banking division. Since I have access to internal systems, could I reach out to bankers for networking from within using those systems? Or would that be too aggressive? lol

I can really use some direction. My background, I've worked 2 years in strategy and am currently coming off an exhausting year 2 in investment banking. I didn't particularly enjoy either role and am not interested in moving over to the buy-side or some monotonous FP&A role. Everybody says there's exit-ops aplenty, but I find myself with less options and even more picky than I did as an ambitious T2 undergrad student. Where do I go from here?

I am new in London. I have 4 years of M&A experience in the buy side. I have come across an opportunity to work with Rede Partners in London. But I am not aware of what exactly they do and what to expect going ahead. Can someone please guide if they are aware of Rede Partners?

How do you find out who’s “top bucket” and who’s not? Do they disclose this? Also how do you become one?

Am I more or less likely to be laid off if the economy tanks even more if I just started as an analyst two months ago

Nyc based. Is it at all possible to make at least 200 base in corp dev or strategy at a tech company? Super burned out but don’t want to take a paycut in base. I realize I’ll never make all in comp the same in tech but if I can match base I’d be content.

I just received an offer to lateral into banking. How does independence affect the stocks I currently own? If I join and my stocks are on a restricted list will I have to sell them? Or will I be limited to being unable to buy more/sell any during the course of my employment.

Late stage analyst 1 at a mid-market heavy TMT focused M&A boutique in London. Keen to increase exit opps and realise it may be worth trying to lateral to a BB / name brand. Any opinions / advice on achievability? If low, what’s the best move here.

What are some resources (paid or otherwise) that will make me a better banker? Wall street prep's course was great, anything else that would help me ramp up as a nontraditional background, lateral recent hire?

I'm up for associate promo next year and nowhere near ready right now (obviously).

Anyone at Goldman in Portfolio Construction/Liquidity/Fixed Income that would mind chatting with me? Have an interview coming up soon.

Asking for wife who's also in banking. If she got ~$100k in signing bonus in 2019 for 1 year commitment in CA and started FT in July 2020, assuming she leaves before July 2021, can her employer claw back full amount in California? Some say it's much tougher to do so under CA law but wonder if anyone has any insights. Banks won't likely care about analyst signing bonuses, but associate bonus at EB with diversity bonus can be significant. If she quits before, she won't be going to another bank.

Has anyone who lateraled for an experienced IB role gotten moving expenses reimbursed? If so, how much was it? Thanks

Lower middle market bros. What’a your comp structure? I will share:
100k$ + 60k$ discretionary bonus

Left IBD to quickly - VP1 opps?

Long story short - was lured into an opportunity to do BD for a large PE PortCo… better work/life balance, but honestly miss the deal cycle.

Anyone know of open VP1 opps right now?

Quick background - former MM banker (think Raymond James, Piper Sandler size) doing FinTech and Asset Management within FIG, but also open to other sectors.

Thanks!

Does anyone know typically how many rounds there are for hedge funds interviews and how soon after interviews I’ll hear back about next steps?