Currently pursuing a client portfolio optimization role. Most recently, I was Director of Business Development & Relationship Management at a $700-$800M multi-family office in Palm Beach, FL and New York, NY, focusing on portfolio optimization and client experience. Advised high-net-worth families on succession planning, governance structures, and direct investments. Expertise with startups, sports advisory, private equity, capital markets, and M&A.

What’s the word on Ace Metrix? Pros, cons? Every tool has them. More and more of my clients are using it... both for creative pre testing and measurement.

I'm curious to know how many (and which) tech companies have resumed physical onsite interviews in their offices?

What are the best consulting firms for digital marketing?

Hey! I have applied to an entry level investment associate in a venture capital firm in my country. As part of the process they will send me some real pitch decks and I will need to do 1-pager investment thesis for each one. I have never done that in the past. Can you please guide me? Is there a template or format I should use? Tips & things to be mindful of will be extremely helpful!

Heading to Buenos Aires and Montevideo tomorrow. Will be in each city for 1 week. Are credit cards widely accepted or do I need to exchange cash before I go. Thanks!

Hi Fishes,

What's your opinion on RWD pod?

Would be happy to DM if you are working for that pod to get to know a few things before I join.

Would really appreciate your input on this.

TIA!

Edit - For DA stream of work

Hi All,
Need 11 like to continue account.

Thanks in advance.

Need a suggestion. Can we postpone our joining at Deloitte USI by a week or so? They are asking me to join early but due to personal commitments I wish to join 2 weeks later. Thanks in Advance!

What can I do other than teach?

What time do we get salary? Ab tak aaya nahi. ICICI ka account diya hua hai

Best dating app for india.?. Sick of being single in wfh

Hello fishes, I am not able to understand why D&A competency in TC is doing EPM implementation projects using Oracle. When there is a dedicated competency for Oracle ERP implementation. Anyone having some idea please help understand this.

My sister just moved to Dallas and is looking for work. She's a blue collar worker and has previous experience in meat processing plants and house cleaning. Besides Indeed, what other websites can she use to find a job? Any DFW local job postings? TIA Any leads are appreciated.

Welp, see yeah later KFC!

As an Analyst how bad is it if you break your two year contract

I tutor for cfa if anyone needs help.

Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

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.

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?

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?

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

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

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

Has anyone taken the CAIA ? Any tips ?

How much was your bonus this year?

🤝 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. 👇

Any needs a great cfa tutor dm me.

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

Hi does anyone here work for BlackRock? I had a quick question about one of the groups over there and was looking for some insight.


TIA

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!

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

Isn’t 100k base pay too little at a boutique asset mgmt firm? 4 yrs buy side experience, started at the same firm straight out of college.

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?