Could anyone maybe shed some light on MS Associate Private Banker role? Seems like an interesting value prop, currently on the advisory side of the business in a support role and might be looking to pivot.

Thoughts?

like
Posting as :
works at
You are currently posting as works at

Related Posts

Ex-MBB, recently started a new MM PE role, but had also applied to HBS in case the PE route doesn’t work out. Thankfully, both the PE and HBS applications were successful. Now I need to decide whether to leave my current role after only 6-10 months to go to business school, or try to defer the MBA.

What should I do? I’m torn between wanting to do MBA at an earlier age vs ensuring good PE employability post MBA(either at current firm or other). Not sure how well 6-10 Mos pre-MBA PE exp is valued

like
like

Anybody with a sailpoint certification here?

like

1st yr at a nyc v50 firm doing general transactional work. I know the lateral market for transactional lawyers is hot but not as hot for juniors. I just want a change of scenery because my current firm is bleeding good associates / not giving great training imo / and just seems small. Would lateralling this early feasible? Would it look bad on my resume?

like

At EY GDS,

Almost always is a good rating or it is given to all generally in practice?

What are the advantages and benefits of having gold standard rating?


TIA

like
like

Currently a staff in audit - 6 months in. Glad to be learning a lot, and have had a generally positive experience at the firm other than a few interactions, some tough busy season nights. Really been intrigued by TAS/M&A, however, and had a few convos with a senior in TAS i know at the firm. It’s closer to what I studied, but don’t know how to make the jump as it seems an internal transfer could take 6+months/senior rank and a lot of convincing. Is it better to jump firms/has anyone done this?

like

IAPP is such trash. Why does everyone recommend getting the CIPP certs when they mean nothing??

like

Any ZScaler Commercial AEs here?

Just got a call about a 96k base:
/160k OTE role out of Plano TX

I’m intrigued but I want to know 2 things:
1. Culture/WLB - how is it?
2. Realistic market opportunity/opportunity to crush quota (obv dependent on many things)

Background: Currently making 95k/160k OTE at a boutique research and consulting firm. I’m happy but we’re extremely flat with little to no opp for promotion in the next 2+ years.

like

Would love to hear thoughts on best approach of you are a senior associate at V10 firm. Do you just become counsel until they tell you that partnership is not in the cards or do you try to hop to the first partnership (equity, or at least NEP with clear progression to equity if you bring in some business) opportunity at a say V50 firm. I’m not home grown at my current firm, but do have a small book currently.

like

Thinking about making a switch from supply chain to marketing, any suggestions for tools/software that i should learn?

like

Any T&E associates in here who I could talk to? I’m a transactional tax associate at a v5 firm doing M&A and capital markets work and hating it. I’m a 4th year with an LLM and a clerkship and I think I regret not pursuing T&E or private wealth.

like

Has anyone used Pathrise to help find exit opps? Would love to hear any experiences if folks have

like

Wanted to get your advice/thoughts.

I'm a non-traditional CD analyst working in a niche industry (gambling)

My experience is as follows: BIG4 Audit > FP&A (CPG) > CD analyst (1 year)

I like my role (sourcing, modelling and strategy integration), however I don't see myself working in this industry long term. Without a generalist IB background, are my chances of transitioning over to a different Industry low? If so, is there anything I can learn or do (excluding IB)?

Thanks

like

Asking on behalf of a friend:
How difficult is it to get an analyst job in current job market (no relevant prior experience) bcom grad

like

Hi, contemplating a bcg expert track PL role after 5 years of ops consulting. Any perspectives on the career trajectory on the expert track vs generalist track? Are the expert track folks really given a 'step child' treatment? Any thoughts on potential exit opportunities?

Hi friends,
What is the minimum criteria for IJP at KGS and how much is it feasible?
Will it be better to look outside or go with IJP?

Team just applied for a TS Clearance (defense agency). Trying to assess if it makes sense to wait till the clearance comes through (6 months to a year?) before I job hop. I'm hoping to get some clarity on the following:
1. Can my company withdraw or cancel my clearance if I leave right after I secure a TS?
2. In terms of compensation, how much value (% compensation) does a TS clearance have in the DC area? Places I'm considering: AWS, Azure, GCP, Data bricks, Appian etc.
Any advice, thanks!

like

Im 21, recently got a project manager job in a big media group, I still have about one year to do in my degree. Where would you recommend I take my career next, what would be the logical next jobs I could explore in that field?

like

More Posts

I have 7 years of work exp in Data analytics & Data engineering team. Right now managing a team of 12. Will PMP certification help in career growth ? Needed some view points.

Hello everyone,
I have recently moved to Long Beach, CA and I am currently looking for a Recruiting Coordinator or Technical Recruiter role close by. I am also open to hybrid or remote jobs.
5 years of HR and Admin experience, masters in business and management and currently reading towards my SPHR. Also looking for someone well experienced in the field to serve as a career mentor.
Any advice, criticism or suggestions will be appreciated.
Thank you.

like

How do you get ahead on work during the weekends? Do you have a no work on the weekends policy?

Hey TW,

Is there a HLD or LLD or both design rounds in java dev interview?

like

What careers pay the best in the Uk?

like

How do you manage keeping track of and responding to teams chats and emails in a timely manner? I have a hard time addressing chats when I am focused on something else, because I know it will completely derail me. But then I forgot to circle back to the chat when I’m done and I’ve recently been told that my response time is unacceptable and needs to improve, but I’m truly unsure how to improve.

like

Hi fishes,
What Package can i ask to L&T for Data Engineer with 3 years experience. Having 12.5 offer in hand.

Your response is highly appreciated.

like

I cannot for the life of me hit a 3 wood off the fairway. Any tips on how to get consistent with this club?

Hi Fishes,

What grade can I expect in Persistent for marketing track with 10 yoe?

like

Do you have to return a sign on bonus if you leave after a year? Never had one before, so I am not sure.

like

What is the salary of an industry principal in Infosys bpm

like

Hey fishes,

I got an offer from a company below is the compensation layout. Can you all tell me what will be the in-hand salary per month, will it be 49k?
I can see that EPF for employer is also deducted from my salary so this is not correct based on the EPF Act, is there some other thing which is not correct in the given Annexure?

Thank you!

Post Photo
like

Do we have to return UPS, Headphones apart from laptop on the lwd at IBM GBS ?

like

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.

like

Highly recommend this one cfa your Dm me

like

Hi background in audit and soc compliance now working for a non-public firm but delivering support to the auditors. Being that I am new I am still learning all the processes however cannot find a single process narrative. In order to better my experience performance I have attempted to find some type of structure.
Nothing is compliant…..

Would you send over a file for review with your name on it when told for job security or respect yourself and understand why first

like

Hi all - I'm on a £100-110k base + bonus at a tier 2 firm. This is in the region where personal allowance for tax starts eroding away..
Wondering what options I have to make this as tax efficient as possible (legally), considering a salary sacrifice pension and student loan.
Also what are you investment recommendations? Stocks and Share ISA? What are the good alternatives?

like

So who else here is experiencing plummeting billable hours and exponential weight gain since this whole WFH thing started? Bought snacks for 30 days, finished in 48 hours.

likefunnysmart

I made an offer to a candidate today. It feels really good to make that phone call and hear the other person being happy.

likeuplifting

How much is the variable pay out for L9 employee if max of 27% is 450000, how much can we expect.

likehelpful

Additional Posts in Asset / Investment Management

Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

like

Any views on what is the offer for Morgan Stanley Alternative Investments Associate role in NYC. The role is for business Analyst.Morgan Stanley

like

Building out private investment platform for a growing company. Where can I find example docs of allocation policies, expense policies, etc. in order to create my own? Are there any good resources?

like

Working as a summer analyst in private wealth management this summer and just got a return offer at GS. Anyone have any experience with salaries, exit ops, etc. pressured between taking the return and looking for something with more optionality.

like

What is the average % bonus of base in big AM firms? Have an offer and debating between that and another finance route that I know pays a large bonus if performing well

like

For buy side analysts, are there logical career moves one can make after having a couple of years of working experience?

like

Just promoted midyear to PM at Bofa. salary seemed soft at 150k in top 10 market. Anyone else have any input?

I’m in asset management sales and keen to accelerate my learning in alternatives (private equity, private debt, real assets, liquid and semi-liquid alternatives) so I can have more productive discussions with clients. 1) What are some good news platforms to stay updated on alternatives space in Asia? 2) Besides CAIA, any educational platforms to learn more about alternatives?

like

Currently interviewing at JPMorgan in their CIB division for a associate operations role. Have met with 5 people for two different teams and another person for another team, all of which I believe are 3 total open positions for 3 different teams. Any insight on the interview process or how long it takes or any sort of idea to give me on what I could look for that might help me believe I might get an offer? Checked my online application again recently and still says “In Consideration”

like

CAIA or CMT?

I do institutional sales for an asset manager. Am graduating in the fall with an MBA from a top 40 school. Would like a designation but dont want to do the CFA.  Between the CAIA and CMT: which one is more applicable to asset management, and better status/recognition? appreciate any insight

like

Just curious to how my firms (wealth management/bank/trust) comp compares with others out there. I received a promotion earlier this year from an Investment Advisor, AVP to Senior Investment Advisor, VP and moved from $110K to $140K ($130 salary + $10K discretionary bonus) all in. By meeting expectations in 2 pay cycles, the base bumps up to $175K + bonus. Grown in this role over about 10 years with the same firm, MBA + CFA; top 10 city and living comfortably as dual income household.

like

What is the typical pay range for fund of funds? Looking for salary / TC information.

like

I work in quant and rely on our company’s database for everydays task, but couldn’t get any support from the company’s tech/data team. It’s been such a struggle. Everyday im fighting with red tapes and firewalls. :(

Dreaming of less stress and more freedom these days. What would you all be doing if you weren't in this field?

like

Holiday office party coming up tomorrow and I still haven't bought a gift... ugh. Any suggestions? I never know what to bring.

like

🤝 Pay it Forward:

Drop a hard-earned piece of advice or wisdom that has seriously helped you in life or your finance career

Help another user and pay it forward. 👇

like

Hey guys, so I have competing offers. One at Bank of America for 124, and one at Allspring for 110.

Does anybody work at Allspring? They did not provide any information regarding benefits, 401k match, or any annual bonus structure. I was told, verbally, that the Bank of America bonus is something like 15 to 20%, but nothing in writing.

Just wondering if anyone has any knowledge about compensation structure at Allspring, or any opinions on the culture there. I would be in Charlotte.

like

Hi all!

Long time lurker, first time poster.

Have a pending application with Citi for a Real Estate Senior Risk Analyst AVP position, anyone have an idea as to what something like this would pay? Location is Buffalo NY area.

Thanks for your insite!

like

I am asked during this RE analyst interview to build a real estate model from scratch. My background is commercial banking and I am used to analyzing real estate deals from the lender side not the developer. The interviewer is generous I must say he’s giving me a few days to complete. However this model is for a ground up multifamily development. I have no prior experience building one. I can find models online but all very complexe to reproduce. How would you handle? Do you have model to share?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal