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  • Mba Jump Start Presentation

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    Ananya Das
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    The document provides an overview of investment management. It discusses the goal of investment management firms which is to generate returns by identifying optimal investment strategies for clients. It also outlines different asset classes and styles that investment management encompasses, including equities, fixed income, and various approaches. The research role involves fundamental analysis. Desirable skills for the field include analytical abilities, flexibility, strong communication, and intelligence. Reasons to consider a career in investment management include opportunities, responsibility, competitive compensation, and interacting with talented colleagues.

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    The document provides an overview of investment management. It discusses the goal of investment management firms which is to generate returns by identifying optimal investment strategies for clients. It also outlines different asset classes and styles that investment management encompasses, including equities, fixed income, and various approaches. The research role involves fundamental analysis. Desirable skills for the field include analytical abilities, flexibility, strong communication, and intelligence. Reasons to consider a career in investment management include opportunities, responsibility, competitive compensation, and interacting with talented colleagues.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    17 views10 pages

    Mba Jump Start Presentation

    Uploaded by

    Ananya Das
    The document provides an overview of investment management. It discusses the goal of investment management firms which is to generate returns by identifying optimal investment strategies for clients. It also outlines different asset classes and styles that investment management encompasses, including equities, fixed income, and various approaches. The research role involves fundamental analysis. Desirable skills for the field include analytical abilities, flexibility, strong communication, and intelligence. Reasons to consider a career in investment management include opportunities, responsibility, competitive compensation, and interacting with talented colleagues.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    Investment Management overview

    MBA JumpStart July 15, 2011

    Alison Keefe, Recruiting Manager, FMR Co Celso Munoz, Equity Research Analyst, FMR Co Larissa Carter, Human Resources, Wellington Management Jawan Parker, Equity Research Analyst, Wellington Management Eric Braz, Equity Research Analyst, MFS Lauren Luciano, Recruiting Manager, MFS

    Agenda
    Stock Discussion (Small Group) Share Stock Discussion Outcome Investment Management The Research Role Skills and Characteristics Q&A

    sell sidebuy side


    intermediariesinvestors intermediary between corporationsinvesting in securities on behalf of issuing new securities and the publictheir clients investment banksinvestment management firms, including mutual fund companies, hedge funds and private equity

    The goal of investment management

    To generate alpha by identifying optimal ways to invest clients/shareholders money in accordance with specific mandates.

    Investment management encompasses different asset classes & styles

    Asset Classes

    Styles

    Equity High Yield Fixed Income

    Broad (value to aggressive growth) Narrow (industry specific) Fundamental/Technical/ Quantitative Top down vs. bottom up Global

    Research role: Fundamental analysis

    Skills and characteristics


    Enthusiasm for the capital markets Analytical: good synthesizer of information Flexible and creative learners and thinkers Intelligence Independent thought Strong communication skills

    Career changers welcome!!

    Why investment management?


    Multiple career opportunities Significant responsibility Quantifiable impact

    Rewarding compensation

    Meritocracy

    Dynamic environment

    Work life balance

    Learn and interact with some of the brightest minds

    THANK YOU FOR PARTICIPATING!

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