Preparing for Discretionary Portfolio Management

Hello Fishbowl community,

Our Canadian firm plans to offer discretionary portfolio management by 2025. We're looking for insights on recommended portfolio management systems, risk management tools, and regulatory compliance best practices. Any tips or advice would be greatly appreciated. Thanks!

Our middle school has 30% remote only students. I am looking for a place to purchase multi-user ELA titles such as The Giver and Fahrenheit 451. Is this even possible? Everything I find is single user.

I am currently working as a delivery manager for a data science project where I manage both ML and DE teams. I am not sure what career path should I follow.

Should I move into either a core technical data science/data engineering role or move into a techno-managerial role like a program or project manager? What role would be best in terms of money, growth, and job security?

When discussing a first technical interview with a recruiter how much time do you ask them to give you for preparing for the interview?

Why this bowl is so silent?

Why do we put up with the dysfunctional BS from our peers and superiors? Are we well-compensated chumps?

Does previous Consulting experience increase your odds when applying for MBB during MBA recruiting?

Any bcg first rounders heard back today? When was your interview?

Apologies if this is repetitive, but here for some inspiration stories… I prepped hard for the first (phone interview) McK 30-min evaluative case study (Digital Associate role) but failed it cause I couldn’t calm my nerves… is it realistic to hope that with more hard work, I can at least make it to the final rounds next time round? Any tips to not be anxious for a phone interview?

Do y’all still wear suits and ties at MBB or business casual when meeting with clients?

What is first year partner compensation?

Hi I have joined CTS in 2017 and its been 5 years, my last day is March 24th, I'll be eligible for gratuity amount.

And this time I got rating 1 since I dropped papers thy gave me 1 rating, will this affect any way?

If we missed to submit timesheet for first fortnight still we will get salary or not? In Accenture

If anyone wish to re join IBM, what is the minimum gap one should have to take ?

What should a cloud senior consultant with 1.5-2 YOE make at EY/Accenture?

How much an application development team lead gets @ accenture YOE 6 ?

What is happening at Accenture... are recruiters being fired?

Hi Folks,
Expecting a referral for a position in Brillio.
Job I'd: R01518880

Can anyone help me?

What's your experience working with United Way?

How much was your bonus this year?

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?

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

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”

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!

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?

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?

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!

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.

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!

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!

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?

I was recently offered a job as a portfolio implementation analyst at a well known hedge fund. What would my career path look like?

Has anyone taken the CAIA ? Any tips ?

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

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)

Is it possible to make a high salary in wealth management while still maintaining some degree of work-life balance? How do people do it? It's a mystery to me

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 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 ☺️