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Careers in Investment Managementfeaturing

Nickyl Raithatha

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Careers in Investment Management

I. About NickylII. Overview of the IndustryIII. How to Research the IndustryIV. What are Firms Looking For?V. What to Expect in the Recruiting ProcessVI. Q&A

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About Nickyl

Education• Graduate of Harvard Business School (MBA ’10) and

University of Cambridge (B.A. Economics ‘04)

Previously• Associate in Goldman Sachs Global Investment Research

division– Pan-European Telecoms team

• Vice President at Goldman Sachs Principal Strategies Group

– TMT analyst

Currently• Currently Global TMT analyst at Arrowgrass Capital

Partners– $4bn multi-strat hedge fund

• 7+ years of experience across the financial services industry

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Overview of the Industry

• Mutual funds, Pension funds, Hedge FundsFund types

• Equity, Fixed income, Alternate investmentsInvestment classes

• Value, growth, income, small cap, absolute returnInvestment styles

• Research analyst (sell side and buy side)• Portfolio managerRoles

• You will actually get thisWork/life balance

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How to Research the Industry

• Vault guides– Investment management, Finance interviews, Top 25 Investment

management employers

• Company websites• Career services / alumni• EVISORS• Websites/news sources

– FT/WSJ– Marketwatch– SeekingAlpha– Marketfolly

• Investing/finance books

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What are Firms Looking For?

Skills• Analytical• Decision making• Communication

Passion• Interested in investing• On top of market news• Read some investment books

Personality

Experience• Work experience• Investment clubs• Shadow portfolios

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What to Expect in the Recruiting Process

Application

• Resume / cover letter / application

• Tailor each application to the company

• Draw upon wide range of experiences

• Get a personal referral

First round interview

• Possibly by telephone• Be prepared to walk

through your resume, answer basic questions on why you want this career/role/firm.

• Have a question ready for interviewer

Second round interviews / case

study

• Expect multiple interviews

• Finance majors should expect technical questions

• “where would you invest $1mn today”

• “how would you value business x”

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Q&A

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Questions & Answers

Question 1:

How important are grades in getting the initial interview?

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Questions & Answers

Question 2:

If you have partially completed your CFA, is that equivalent to the qualifications of a finance major?

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Questions & Answers

Question 3:

What is your experience with different asset managers? Do you notice any variation in firm culture?

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Questions & Answers

Question 4:

What are good opportunities to pursue if you ultimately want to be an asset manager?

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Questions & Answers

Question 5:

When making investment decisions, should you mention the firm’s assets or focus more on industry trends?

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Questions & Answers

Question 6:

How would you position yourself if you come from a CFA/MBA/Tech background?

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Questions & Answers

Question 7:

What are some examples of insightful questions you have asked the interviewer?

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Thanks for Joining!

Book your session with Nickyl at www.evisors.com/expert/995

View our past webinars at evisors.com/webinars and follow us on Twitter @Evisors for updates on

upcoming webinars.

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