Has anyone added DST’s to your investment management offering? And if so, how did you charge for it? Up front fee? Ongoing fee?

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

Related Posts

Has anyone dealt with financing a non-warrantable condo? About to drop out of the deal because I can’t find a lender. My finances are fully in order, issue is the building.

like

Has anyone noticed how attractive realtors are or is it just me? Recent studies show the more attractive the real estate agents, the higher the listing price of the home.

like

How is it possible to have positive IRRs when my MoIC is negative? I have several sizable cash flows in first few months then capex for next few months before positive cash flows. Plz help

like

What credit cards do you hold and which one do you recommend?

For rent paid below 1 lakh there is no need to submit landlord's PAN. I have calculated based on my HRA and if I show rent paid as around 96k my tax refund will be around 13k.

However there is no rent agreement or rent receipts.

Will it be a problem later on if I show this in my ITR?

like

If you had to guess when oncycle will be, what would you say? I’ve heard funds were disappointed by participation rates and quality last time, so I’m curious to see if they can show enough discipline to wait this year.

like

What is the advantage of having a checking bank acct? I only have savings accts. Am I missing something?

Need help on how to invest. We are positioned to pay off our house later this year. Expect to work for another ~20 years. 401k fully funded and have some company stock investments maturing over the next few years, but no investments outside of that. Kids have a prepaid college plan for certain schools. Emergency fund is solid. Where should I look to start investing? I have fidelity for my 401k, would they be good to open a taxable investment account with, or are there better options?

likehelpful

Thoughts on Paul Hastings real estate group?

like

Brand new into my career and I’m trying to juggle wanting to max my 401k, Roth IRA, and HSA, while also saving for a down payment on a house! I realize that with my current salary ($78k) doing all this is too ambitious. Any advice on streamlining my priorities and which ones I should give up on for right now? If anyone else has gone through something similar early in their career what did you do?

like

Is it mandatory to submit previous employment declaration while submitting Income tax declaration. Or we can just skip this. Since this is my 2 nd company not aware of this much. What happens at the end of financial year if we don't declare previous employment declaration. Seniors kindly help🙏

Are commercial properties getting inflated like residential? Thinking of getting into commercial to extra income.

New to crypto.. can someone please suggest a good place to read/watch and understand more in cryptocurrency …

Went through couple YouTube videos.. got nothing than confusion !!

like

26 no debt, working in a bridge role and planning on leaving ASAP due to instability. Mom has cancer.
Considering grad school but I want no debt.
Would it be a bad idea to take out a mortgage loan and buy a quad pled in the event of a loss of income I can at least still take care of the family?

like

My monthly salary is around $6.4k after-tax. Living in NYC. Do you think it’s reasonable that I pay:
- about $1.5k on rent
- about $500 on utilities and subscriptions
- about $900 on student loan
- about $2k on food and etc.
My saving goals is around $3k so been trying to adjust my monthly spending.

likefunny

This is an emotional dump rn. It may be lack of social interaction but I'm really frustrated lately. I feel like I lost last 2.5 years of my life with ongoing lockdowns and job instability in the first half of the pandemic. I was 28 turing 31. I get good dates but -ve self talk
Inflation is high & coming from a low income family where you're supposed to help your parents is driving me nuts. Although I make a good salary, after rent, car insurance, there isn't much left (unfav currency exchange)

like

How can I invest in real estate ? Looking for an additional passive income source

like

Anyone willing to share what assets they're investing in with the extra money from being overemployed?

like

Can I buy 2 houses , one in a district with school ratings 4/10 and another house with school district 9/10? And then send kid to school which is 9/10 .

Currently don’t have kids. But would have them soon enough to send them to school after 5 years.

Is it legally allowed to have two residences in same area but different zip codes and choose better school for the kid ?

like

More Posts

Hello everyone! This is my first time posting since joining this platform. I’m interested in connecting with someone who is open to HR mentoring. I’ve been in HR now for about six years and have never had a mentor. I’ve been relying mostly on SHRM and other people in the company for feedback. Even if it’s for feedback, I would really appreciate it. Thank you!

like

I'm looking for referral for EY GDS. For Salesforce Developer/ Sr. Salesforce Developer profile. YOE - 5 Can someone please refer me.EY

like

Spotify has a couple of really interesting remote first-positions open. What’s their salary range at Director level in EU?

like

Brand new to investing! Husband and I are 37, don’t have any investments other than the home we currently own. Sitting on atleast 100g worth of cash....

like

I just finished watching several highly convincing YouTube videos and I’m telling you that you need to stop drinking bottled water. NOW.

funnylike

Looking for some encouragement. Has anyone here received an overall negative performance review or has been put on a development/performance plan and was able to turn things around for the better?

like

Looking for infrastructure manager role, having 15+ years of experience with knowledge on microsoft and dependable products. Pls help. In notice period

like

Recently hired an admissions consultant and based off of our consultation she was great. Unfortunately, I have not been able to find a ton of non-gmat club/PQ feedback on her but I went with my gut and moved forward. What is the best way to get the most out of my experience with her? I am starting from the ground up for R1.

like

I’m 27 years old, fit, cute, very well educated. Looking for a serious relationship!

90 Days notice period has 2 phases.

Initial phase - Candidates struggling to get interview calls.

Ending phase - Companies struggling to match a higher offer.

30 days notice period can really solve everyone's struggle.

like

Hello friends! Could use some help with likes to open up DMs. Experience in international humanitarian supply chains , happy to chat with anyone who is interested in that. Thanks in advance !

like

If you want to live with a foot in audit and a foot in consulting and learn how the cloud works from a provider's perspective hmu I may have a job for you (Assoc and early SenAssoc)

like

Hello All,

Please help me to unlock DM features.

Appreciate your help. Thanks in advance!

like

Hi fishes can anyone refer me for Salesforce developer exp - 4 years MNC preferred

like

Do we have to sign a bond if PWC buys out an employee from the previous company?

like

What is hierarchy level in PWC AC for manager . I heard within Manager grade there are 3 level ?? Which is highest level .

like

I was interviewed for a perticular customer, which went well and also received an offer. Few days before of my joining date, i came to know that the technology stack from customer got changed and customer had no requirement for which i was hired. However parent company still hired me and now they're in process of allocating me in some other clients. Sometimes i feel insecure about this situation. How to cope up with such cases?

like

Anyone ever quit their job without notice? Why did you do it?

What is your favorite VICE documentary?

like

Additional Posts in Asset / Investment Management

How many annual leave days do you get? (I’m in the UK and a company i’m considering offers 25 days off a year)

likefunny

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

like

Hi, Can someone suggest what should be expected base and other compensation for the Principal PM role at the NYC location For a banking client with 12YR Experience as a total?

Thanks in advance for your help.

like

Is there anyone who can discuss the current development trend of the world economy? I am very willing to learn and share what I know.

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

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

Not sure if this is the best place but I have my first round with JPM for quantitative research analyst but not sure what to expect. Can any one share any insights or pointers? Been really looking for this opportunity and not sure where to start besides brushing up on my work experience. Any technicals or coding questions that I should anticipate?

like

I tutor for cfa if anyone needs help.

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

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

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

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

like

Seeking advice ...
Currently working in Due Diligence and looking to switch to either IM or Consulting. I’m really looking to grow and I recently got an offer for a TP role at one of the big four. Should I take the offer and then pivot to a management consultant role from there or should I stay in banking and try to get myself into IM? What are my options? Thanks!

like

Interviewing for an Equity Research Associate position at Wells Fargo, with a case study analysis being the next part of the process. Anyone have any insight or experience into the type of study this will be? Any insight is appreciated, thanks.

like

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

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

Any idea what salaries youd be looking at working for a placememt agent? PE, RE, private debt etc

like

Im a junior level analyst at working in Asset servicing. I want to move to Equity research in about a year. What would I need skills wise to be able to move. (More context I’ve got a masters in finance and no prior work experience. Based on the UK)

like

What’s an appropriate comp package for an institutional investment management company in San Francisco? Interviewing for an associate director role and trying to understand salary.

like

Can anyone help with a rough comp guideline for BlackRock UK iSW relationship manager in London? Thank you

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