1. Welcome to the Evisors Webinar
Visit us online at www.evisors.com
Careers in Investment Management
featuring
Nickyl Raithatha
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2. Careers in Investment Management
I. About Nickyl
II. Overview of the Industry
III. How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Recruiting Process
VI. Q&A
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3. 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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4. 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 manager
Roles
• You will actually get thisWork/life balance
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5. 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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6. 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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7. 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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8. Q&A
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9. Questions & Answers
Question 1:
How important are grades in getting the
initial interview?
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10. 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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11. Questions & Answers
Question 3:
What is your experience with different asset
managers? Do you notice any variation in
firm culture?
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12. Questions & Answers
Question 4:
What are good opportunities to pursue if you
ultimately want to be an asset manager?
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13. 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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14. Questions & Answers
Question 6:
How would you position yourself if you come
from a CFA/MBA/Tech background?
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15. Questions & Answers
Question 7:
What are some examples of insightful
questions you have asked the interviewer?
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16. 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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