Careers in Finance Asset Management财务资产管理工作.ppt

Careers in Finance:Asset Management Kurt Martinson 01.16.2008 Overview What is Asset Management? Sub-classifications of AM. Areas within AM. Day in the Life. How to get in? Skills needed. Interview Prep. Tools/Resources. What is Asset Management? Investment Wealth Management solutions. Clients: Institutions, high net worth clients, retail investors, pension funds, governments, foundations. Asset Classes: Fixed Income, Equities, Hedge Funds, Private Equity, Real Estate, etc. Asset Management Branches Areas in AM Client Side v. Alpha Side: Client- bringing in new business. servicing current clients. explaining strategy products. Alpha (Analytics)- construct portfolios. directly trade securities. monitor daily accounts. Typical Career Path Analyst Job Options Investment Analyst: financial analysis prepare client communication materials assist PM in developing trade flows review comparisons of account positions Research Analyst: work with buy-side analysts analysis views on products, securities, industry sectors, etc. Analyst Job Options Quantitative Analyst: build models for wide range of products. provide metrics to PMs to help in portfolio construction. Client/Marketing Analyst: product services positioning. prepare client presentations. perform competitive analysis. respond to client inquiries. Day in the Life... 06:15am- Wake up to get ready for work. Read both the WSJ Financial Times on my way in. 07:30am- Just getting into the office; look over Research broker reports. 09:00am- Morning meeting to discuss news, results and anything else affecting client portfolios. 10:00am- Meet with colleagues to discuss business issues regarding the team. 11:00am- Meeting with Hedge Fund which deals in international equities that some clients hold. 11:50am- Take call from Research Sales guy inviting me to lunch later that week with one of their corpor