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Additional Posts in Asset / Investment Management

Ive got a hedge fund research interview at an asset manager coming up. Spec is to contribute towards manager selection, research HF strategies, emphasis on both quantitative and qualitative research.

Anyone know what kind of skills they might be looking for? Particularly on the quant side as i have less experience there

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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!

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Hey anyone has advice on fixed income execution trader in a buy side firm? Sizable firm, good team, very low pay, okay wlb, been here for a year and working for 4 years in total, was sales/ small firm analyst before. Though trading is fun, but can’t think of executing orders for another 10 years. Trying to get on track of fixed income analyst - am doing some research in my spare time for my team now. What do you think of trader to analyst? Any good advice or same concerns? Appreciate any cmts!

Tips for doing a first stock pitch? I have a good grasp on what the company actually does, business risks, main competitors. How much do I talk about valuation, and what should I really be mentioning or focusing on here?

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Anyone know what Wonderlic score you need for these hedge fund interviews? What sort of score should I be targeting in my online practice tests?

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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.

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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)

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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.

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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!

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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

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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)

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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. :(

Can someone please share the current trends in joining/signing on bonus in Asset management industry.

I have an offer from an Asset Manager in London and it is slightly below my expectations. I want to approach them for a joining bonus but was not sure if it is a thing in asset management.

Also what is a good % to ask for a joining bonus [5%, 10% or 15%] of the base salary

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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?

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How should I pivot to Wealth Management as a Credit Analyst for a commercial bank? I’ve worked as a credit analyst for about a year after graduating in finance last year. I also interned at a wealth management firm while in college. Any advice is appreciated!

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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.

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

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

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

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I’m currently a Risk Analyst and a full time MBA student. I don’t have any experience working on the investment side of the bank but I would really like to pivot into an investment analyst role. I’m from America, but currently working in London and would really like to stay here. Does anyone have any tips or advise that might help me land an investment analyst role in London?

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