Is there a PM at a small RIA in this bowl? I have an interview later this week and have some questions

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

I work at a very small (under 300m) RIA, what questions you got?

Thanks for all this, very helpful!

like

Related Posts

Hi Guys
I will be joining IBM next week in Bangalore ( physical onboarding ) and my hometown is in West bengal , My father is having health problems , mother won't be able to handle everything and no such person we can rely on . Also I am getting married in January . Hence If i stay in Bangalore there will be no one to take responsibility for my marriage prep also . If i convey to my ibm manager will they consider for 4months of WFH?Any documents may have to show?
Need your suggestion please

like
like

Any other loan officers in here? I'm trying to decide if I should dig in with the current market or look to pivot. I've only been a loan officer since 10/2020. So this is my first rough patch. The style of leads my company provided was different than what they have me doing now. It went from hot inquiries to cold call center calls. My wife makes good money, but I don't want her to carry our finances for long as we are a team. What jobs could I look to pivot to if I pivot? Thanks fishes!

likehelpful

Spot the difference 👀👀

Post Photo
likehelpfulfunny

IBM delhi giving 10,17,000 and wirpo bangalore giving 950000 .
which to choose for job security .
i heard ibm fires sometime? ? does it right? ? ?

like

I thought there was a Top Golf in Wrigley? Did the project get shut down over covid or am I thinking about another chain? Trying to make plans for the bfs bday and can’t find it on Google.

likefunny

I’m considering straightening my teeth. What are your experiences with Invisalign vs. Smile Direct vs. other options? Any big differentiators?

like

Folks, has anyone encountered anxiety twitching and how did you deal with it? Apparently there is a term for this when I googled, I get nervous easily in general and started having face twitching from time to time in vid calls, which was so awful even tho I tried my best to hide 😭

like

My firm’s holiday party is on a weekday after work. I can just wear what I’d normally wear to work for that day, right?

likefunny

Any group still busy heading into the new year? Been dead for months and still dead. Real estate — V30

like

Has anyone made a move from east coast to CA big law (diff firm) and only taken the CA bar upon moving? Had a recruiter tell me one MUST be barred in CA to even be considered and am curious about folks’ experiences w this

like

Is it normal to not get a perfect review? Just curious . Does everyone pretty much get some sort of constructive feedback?

like

For those who exited to industry at director-ish level or 250+ TC. What has been or is expected 5 year career progression? And what’s observed success rate / difficulty of making it to next level?

like

I'm studying proton therapy (radiation) and it's the most amazing thing I've ever seen. The fact that we can target tumors with so much accuracy is incredible

like

2H 2022 Release Highlights! Mobile app centric!!

#2H2022 #SAP #SuccessFactors #ReleaseUpgrade #HXM #HRTech

Post Photo

Docket + R - I have an container running a rocker image and I’m trying to launch a bash terminal and the RStudio server (/init) at the same time. Is this possible? I tried adding CMD [“/init”] too.

like

Great Idea: Let's mandate RTO industry-wide to kick off flu season.

likefunnyuplifting

Do you think sticking it out in BL for 8 years pays off as far as in house prospects/salary go? Or is it all kind of the same after a certain time period. I’m in privacy if that helps (all aspects-trans, regulatory, lit).

like

I have an interview Bloomberg for sales and analytics, can anyone give insight to what to expect at the super day?

like

If the Omicron variant starts another lockdown, I'm just going to become a hermit. No point getting excited about the real world if I'm just going to be forced back into the digital world over and over. Might as well just make my digital experience good.

like

Additional Posts in Jobs in Finance

I have an interview Bloomberg for sales and analytics, can anyone give insight to what to expect at the super day?

like

I am looking to work for a bank or financial institution in the US with presence in Latin America, I know about Citi and JPM any other?

like

Advice needed on handing in notice, I recently signed an offer letter and understand the screening process takes 4-6 weeks. I have a month's notice period and have agreed a preliminary start date in Feb.

I was planning on not handing my notice in until the checks had been completed so its all secured (not that I think I will fail any checks), but apparently I need a reference from my current employer not previous ones. Can't really do this without handing in notice can I?

likesmart

Corporate Development M&A Comp, WLB, etc.. at a big Shop (Blackrock, Blackstone)

like

Just found out that end of the year I will be promoted from analyst directly to VP and since it’s such a large jump I’ll be the lowest paid VP in asset management at only $135k TC. Should I stay it out and wait for TC to align or take the promotion and jump ship bc I will likely get paid more elsewhere given how recruiters/other companies eat up hiring recently promoted ppl from other firms?

likeupliftinghelpfulfunny

Tips for starting new job?! First day+week ? Decided to make a big change and leave my job of 10 years to start a new one! Curious tips for first day you found worked or didn’t work

like

I have been in client facing wealth management as an advisor for 10 years. I haven’t built a book of business because I’ve worked for mostly discount brokers (Merrill edge, TDA, Etrade). I want to know how to transition to a non client facing role in wealth management or another financial role. I am series 7 and series 66 licensed. Any thoughts?

like

Does anyone work at at Merrill Lynch as a Life services relationship consultant? Any info on the pay?

like

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

Post Photo
like

I have a contact who is a hiring mgr at a company I want to work for. He told me he has an open role for me and set me up with 6 interviews over a 2 week period. They all went really well and HR said I’ll most likely be moving forward to a site visit. But now my contact has ghosted me. After I made 3 outreaches he had his aa schedule time for two weeks out. Why am I being iced?

like

Is there any way to travel or live internationally while working for the US government? I’m working in finance and accounting. Would love to know how and where.

like
like

Are any firms out there that are hiring full-time/remotely? Let's start a list

likehelpful

What salary should be expected of a business control role in Citadel securities, working under CFO/CRO office in NYC. With total 10+ YOE.
This role sits directly under enterprise risk head.

@citadel

like

Hi all,

Can anyone share some insights on the Associate managing consultant role at Mastercard? I am curious to understand the culture, the projects and the salary as well.

I can't DM yet as I am new so please feel free to DM me.

like

I accepted a FADP offer but I have lifelong crippling anxiety It leads to (TMI) diarrhea, I can’t sleep at night, among a lot of other issues. I see a therapist and have their support in school accom. I appear high functioning and ever since uni went remote my life and performance has only improved. I know I’m capable of getting the work done and they must see potential if they hired me. But I feel that if I ask for WFH or other accom. I’m gonna be shooting myself and my career in the foot.

like

What are people's thoughts on corporate Treasury roles, fortune 50.

What is the general compensation like and the career path after analyst? Is it more stimulating than FP&A? Does Treasury have desirable exit opportunities or do people typically continue the course and climb the company ladder?

like

Hello, I was recently let go from my firm for not being able to pass the series 10 exam. I passed the 9 and have my SIE, 7, and 63. Are there any jobs out there that require the 9 but not the 10? All the jobs I can find require them both but I’d like to use my 9. Thanks for any advice!

like

Good day all!

I am interviewing for a FP&A Manager position in Proserv UK. Could you please disclose the initial salary that I could ask for?

Thank you in advance!

like

How often do you cry at your job? I cry usually one day a week triggered by stress/overwhelm but want to know if this is a typical response

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