How to break into asset management. EXACTLY how I did it...

Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: careerguides.io/plus
Get 25% off 'The Portfolio Manager' (bit.ly/3I1Ote8) and all other Financial Edge Training online courses (bit.ly/3noRg7K) by using the code 'AFZAL25' at checkout.
GIVEAWAY TERMS:
1. Like this video.
2. Leave a comment explaining why you want a place on The Portfolio Manager.
3. Follow @financialedge_ and @afzal_hussein on Instagram.
1 lucky winner will be selected and revealed 1 week from today (Thursday 7th July 2022) on the FE Instagram Story. Good luck!
In this video I talk through the exact steps I took, and you should consider, if you're interested in breaking into a career within the world of asset management (fund management). We cover creating lists of asset managers (bulge brackets, boutiques and pure-play firms), carrying out research to improve your commercial awareness, technical knowledge, industry knowledge and more, how to best improve your CV and cover letter to ensure you get that all important interview or assessment centre offer, how to best prepare and perform on your interviews and assessment centres, managing rejection and feedback, and so much more.
Simpley: simpley.io
Vault Career Guide to Investment Management: prod.schroders.com/en/sysglob...
Get your 1-month free trial to Skillshare using any of these links:
👨‍🏫 Asset Management Explained In-Depth - skl.sh/36oxLE7
👨‍🏫 Investment Banking Divisions Explained - skl.sh/2BLIKLE
👨‍🏫 Investment Banking & Consulting CV/Résumé - skl.sh/3eMerCG
👨‍🏫 Investment Banking & Consulting Cover Letter - skl.sh/3nDGOrb
👨‍🏫 KZbin Success: From Beginner to KZbinr - skl.sh/3ukVr7R
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🏦 If you want access to the CV and cover letter (and more useful downloadable files) that I used to get my offer at Goldman Sachs visit www.officialcvdoctor.com.
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ABOUT ME:
Hey! I'm Afzal Hussein. I make videos on banking and finance, careers, productivity and lifestyle. I'm also the founder of Simpley.io, and I teach on Skillshare. Before all of this I started my career working at an investment bank called Goldman Sachs. Hit the various links above to find out more about me. Thanks for passing by!
#AssetManagement #Finance #Careers
PS: Some of the links in this description are affiliate links that I get a kickback from 👊🏽

[@AfzalHussein]

Get all 9 of my Career Guides (plus my Goldman Sachs CV and Cover Letter) for £29.99 here: careerguides.io/plus

[@judyl.7811]

0:25 all pure-play asset management: PIMCO, blackrock, vanguard, fidelity, etc 1:05 assest management divisions of investment banks, or tied with larger organizations: golden sachs AM, JP morgan AM, 1:20 a list of specialist and boutique AM: esg investing, it is a number games: the more you do and more you get. 2:45 investment side where you manage portfolio, invest in financial market, manage risk. finding opportunities. sales role: RM, prospecting and bringing business. 6:55 write down the questions. 9:20 read the IB twice if you need to. back to front, this will help. 10:15 just be open-minded, don't always accept what everyone says. 11:30 commercial awareness: are you up-to-date what's going on in the market? interest rates and inflations and all that. have impact on client portfolios. 12:40 assessment center: scenario-based on how you work with other people you haven't met before. 13:50 it naturally meant to overwhelm you but if you can cut the crap and make through key info. 15:00 different types of clients for AM has different risk appetite. For example, pension funds have different than family office or high net worth individuals because they are in different stages of their lifes. 15:25 sizes and differentiating factors between clients: 15:55 what is liability-driven investing? what is investment strategy to respective insurance company and pension fund. what's the current regulatory landscape looks like? 17:00 key points and you need your own answer. 17:50 this is just basic question - what's like to your day/life? 19:15 every piece of feedback you get, you need to take it on board and fix them right. 20:00 make the tweak necessary to.

[@ebitdareadthebook1535]

As someone who has been working in asset mgmt for a BB investment bank for 11 years now, I can tell you that all of this will definitely increase your chances in having a career with a bank - whether that be AM or IB. Great stuff as always Afzal!

[@martinthemaverick6052]

Hey I ve got a few questions...How can I contact you?

[@MemoBoyraz]

How can I contact you mister💪?

[@ingenuity1394]

Bro I am software engineer is there any remote jobs? I can make projects.

[@someonespeci1697]

I got into asset management at age 26, and I saw some people getting into the business at age 30. It's fine to break into it later in life.

[@jaredhamm1478]

This is the first and, thus far, only YT video that I've ever downloaded. This is an amazingly useful video. 11/10

[@apekshanamdev4534]

I'm a January starter, in my second year of uni. I have been watching your videos for a month now and building my application. In the process, I got a keen interest in asset management as I read about it in Vault's guide of asset management, a free resource provided by you. I really wish to pursue my career in this field and I believe doing the course of Portfolio Manager will give me an edge in the application process and enhance my knowledge. Anyways, I really wanted to thank you for posting such guided videos. You are doing great.

[@svenostebo8796]

Hey Afzal, really appreciated this video!! I am going into the second round interview for an ESG analyst position in the asset management division next week, so will definitely try to apply these tips!!

[@mohammedsohailkhan1724]

Thank a lot for explaining in much details! I appreciate all your efforts!!

[@davidnixon96]

I’m coming to the end of my study for the ACA and looking to break into asset management as my next career and begin the CFA. The financial edge course would be a great way for me to prepare!

[@mattl8444]

The course seems really educational. I'm going into my senior year of college and would love to go through the course over the summer to prepare myself for job hunting and to make myself a better prospect for companies.

[@MoMo-qj6ew]

Thank you Afzal for this very helpful video! I am a soon-to-be senior student who started college majoring in accounting. I eventually found out that wasn't my path and fell for asset management. I'm really determined to learn investing from scratch, no matter how long it takes, so a place in The Portfolio Manager course will greatly help me achieve this goal!

[@guykp5778]

This is very useful, I really need it right now. Appreciate it!

[@kayabread1234]

1. find companies: (1) Pure Play AM (2) BB AM Branch (3) Specialist AM/Boutique 2. investing vs. sales 3. research what is AM 4. look for AM networking opportunities/insight days/events on career pages to network and learn 5. investment management guide 6. CV/CL 7. interviews: 1- commercial awareness 2- why company? 3- why AM/specific division 4- why you? 8. clients types, different risk appetites, sizes of clients, regions, current environment and what is means, liability driven investing, regulations? know these things, have an opinion

[@justmoveongaming9205]

I’m starting of my Masters this year, I live on a tight budget, making my ends meet. Watching your videos really motivate me to push harder. I try level best to network almost every minute of my life to secure that offer that so long dream off. The Portfolio Manager course will equip me with the right skill sets of the diverse evaluation and stand out from the crowd during the interviews and among peers

[@ewanminjoot7398]

Hi Afzal! Just read about the Portfolio Manager course and it looks really cool and interesting. I’m a soon-to-be 1st year University student doing Accounting and Finance, and your videos have offered me a lot of insight into the world I’m going to delve into. With The Portfolio Manager, I’m sure I can learn lots more and really give myself that skill and knowledge to pursue anything in the industry!

[@jordankellaway701]

I am currently a final year student completing my Honours in Finance at the University of Stellenbosch (in South Africa). Next year, I am looking to break into asset management & pursue a career in the United Kingdom. I am extremely motivated to learn & to further develop my asset management skills. Portfolio manager would be the perfect opportunity for me to break into asset management & to succeed in my graduate role. Thank you for the fantastic opportunity!

[@bernardamissah1051]

I’m going into my second year of university and coming off of a spring week last year, i’m really looking to gain as much knowledge as I can for asset management and I believe this course will put me in a good position for summer internship interviews as well as grad roles!

[@mattl8444]

This video was very helpful. I feel even more prepared for the job searching process

[@pepeduerme1005]

Portfolio manager course would give me the perfect boost I need to break into asset management. I am completely determined that I want to pursue a career in AM and that’s why this course would help me a lot. Thank you.

[@kush7525]

I'm going into my 4th year of uni and planning to do as many internships as possible before graduating. I currently have an internship in corporate finance for the fall but I really want to build a career in asset management and the portfolio manager course would set me up on the right path with the appropriate skills moving forward!

[@NormanWasHere452]

I’m going into second year at university and I’m determined to gain some skills this summer to be ready for asset management internship openings this year. The portfolio manager course would put me in the perfect spot! In any case this longer vid was super helpful

[@alaminm182]

make sure you have a solid cv otherwise you won't even get an interview

[@AfzalHussein]

GIVEAWAY TERMS: 1. Like this video. 2. Leave a comment explaining why you want a place on The Portfolio Manager. 3. Follow @financialedge_ and @afzal_hussein on Instagram. 1 lucky winner will be selected and revealed 1 week from today (Thursday 7th July 2022) on the FE Instagram Story. Good luck! Get 25% off 'The Portfolio Manager' (bit.ly/3I1Ote8) and all other Financial Edge Training online courses (bit.ly/3noRg7K) by using the code 'AFZAL25' at checkout.

[@yeahweburnstuff]

Darling, this is gold! I'm learning to do this for my own needs. Appreciate your advice.

[@sergiomorales8350]

Asset Management is my true passion, and the Financial Edge course will certainly fill the gap of a specific asset management course that didn’t exist at uni! I’m currently interning for an Alternative Capital Markets Role for a big financial institution. But will like to pivot into an asset management role as an analyst, so I believe this course will be of great help for helping with my transition!! Keep up the great work Afzal, your content is very valuable!

[@denilsoncanegan3443]

Great video Afzal Hussein. Last November, I graduated from University of the West Indies, Mona Campus with BSc in Economics and Statistics. Unfortunately, I wasn’t able to get internships because I had to travel to the US on the J1 program to put myself through school. Now I have an internship at one of the largest Investment company in Jamaica where I got some small exposure to asset management and ever since I’ve wanted to make the switch and focus on asset management. I know I’m young (23) and have time but I want to put myself in the best position possible to achieve this. This course will greatly assist me in breaking into the asset management and developing a career in the field.

[@andrewsokulski8922]

I’ve been using FE! It’s amazing

[@ok-xx7tq]

This longer video is very helpful

[@Lucky-go4bh]

I am about to graduate and have only recently become clear on my goal to pursue a career in asset management. After enjoying uni life to its fullest, I'm more than ready to dedicate my time and effort fully to a role which I feel I will thoroughly enjoy. As my aunties say I'm technically unemployed, I'm looking forward to using the course alongside your other videos to put an offer in front of them. Seriously though, it would be of great learning use to do the process properly and reach my goal.

[@vietnam-uncut]

Found this video really helpful and concise. Thanks for making it - subscribed 🎉

[@AfzalHussein]

Pleasure! Thanks for watching!

[@swanseadonkeys]

Really insightful video, definitely made me consider a range of aspects when applying in depth! Would also love the chance to upskill myself with the financial edge training as I have been struggling to get to the further stages of interviews for asset management, likely largely due to my lack of relevant experience after my summer internship was cancelled due to covid.

[@nofal_110]

Hi, I'm going into uni in 2023. I really want to become an asset manager, and this course will help me to learn more about asset management which would help me break into asset management

[@jameslowrie2184]

I just finished my final year at university. It is only recently that I decided I want to peruse a career in finance and in particular, asset management . This course would help me gain knowledge and experience that would aid me in the early stages of my career.

[@dishdash]

I'm starting career in asset management and your videos are more helpful than many professors. Good work. 👍

[@GCASTROREACTS]

Would love to learn more about what you did to get there

[@zakgoldman1554]

Hey Afzal! I am a going into my second year of a 3 year Economics course at the University of Nottingham. I am currently exploring the many different avenues in finance, asset management being one of them. I believe that Financial Edge’s Portfolio Manager course who help me gain a great insight into the industry as well as bolstering my skills of financial modelling, economic analysis and more. I believe the course would also improve my application for summer internships opening soon.

[@davidmuscat126]

I'd love a place onto the Portfolio Manager course. I'm heading into final year and it would be see how my university knowledge applied to Asset Management. I've been rejected from upwards of 30 companies in my search for a placement, and I am sure that the FE course will give me a competitive edge for graduate roles, which I will be applying to this summer. Great vid Afzal as per usual, keep it up buddy

[@emirsonabdullaj2603]

Hey man, great video as always! Would you mind making a video of how to break into sales & trading?

[@vinromanucci3632]

I am a MSc FInance international student approaching the Asset Management world!! I would really benefit from this opportunity…hope to get the free course. You’re the best Afzal!! Thanks for this opportunities!

[@Mikael_14]

This is great love it. But could you do a video about the very first step in the application process for most big IBs/AMs, online tests (especially aon-cut.e)

[@mogureish9280]

Great insight Afzal. I’m currently in a capital markets role at a regional investment bank in SEA. I previously took FE’s investment banker course and could vouch for its superb quality in helping me fortify the skills needed for the job. FE’s portfolio manager course would be a great resource for me looking to pivot to an investment role at AM firms

[@mughal_gtown]

Hi, Would you make a video about back and mid office roles in IB, AM, PE etc..? Just feel like all the videos are aout FO roles while some of us have Bo or MO roles

[@CryptoTRADER888]

nice video tks lot!!

[@zakbharwani6646]

Hi Afzal, After reading about the Portfolio Manager course it looks like a well put together interactive guide to enter the Asset Management Industry and have the resources needed to strive for the top firms. I'm a second year Economics students studying at Kings College London and would benefit greatly from having the chance to complete this course. It will allow me to learn more about myself and my industry as well as increase my commerical awareness, gain knowledge from professionals in the industry, understand the inner workings of Asset Management and hopefully allow me to come out with a certification that is accepted industry wide and put me in a great position to excel in the financial world.

[@owaistanveer5103]

I have a deep interest in asset classes, their dynamics, how macroeconomic factors affect different asset classes, and designing different investment strategies to profit out of these asset classes. Therefore, I want to take this course 'The Portfolio Manager' to hone my skills and knowledge and get employed in asset management in future

[@ignacioortiz4058]

Hi Afzal! I was wondering where can I find a list of technical questions that might be asked depending on what asset class I get tested on (fixed income-specific questions, equities-specific questions, etc.). Would appreciate it if you can point me in the right direction!

[@bryrc]

Hey Asfzal. New subscriber here. What advice do you have for someone who already has a professional career, but unrelated to finance, and wants to transition into asset management?

[@elisabeth1219]

Afzal, currently I am joining the career pivot series from GS. Could you please advice if I am interested in Asset managers (client) or wealth manager? Love your videos!!!!

[@willymartinmuiruri8409]

Hey. Does the link on Vault Career Guide to Investment Management still work?

[@Thahid]

Thanks Afzal Hussein for all the great videos. Just began my career as a Data Analyst at a FTSE100 Asset Management firm in the city. Your material really helped get an idea of what to expect which made my induction week run way smoother.

[@alexgiords]

what a legend

[@rickyflora8761]

I'm a Masters student at the University of St Andrews and currently trying to break into asset management. I have been able to complete some internships and as I have now finished my exams I am looking for a full time graduate role and the portfolio manager could help me understand the knowledge I need to succeed and get the graduate role!

[@eddierussel5911]

If you do not have residency in UK then they wont give you any job, and Home Office will refuse your visa.... First they think about their own ppl...good luck

[@rickyflora8761]

@@eddierussel5911 thanks for the concern… I ended up getting the job and I am a British citizen 👍🏼

[@medeserio93]

I just finished a Master in Quantitative Finance and want to enter in a AM firm, I think the course could be added value in my CV

[@adebayoishola5713]

Hi, Lovely videos. I am 39 and into agribusiness and want to make a career change to private equity. Apart from the private equity course on the financial edge what advice would you give to help me transit. Thanks

[@taresy6789pp]

Barclays is so hard and challenging get into

[@whitneyochiaka]

I’m currently stuck choosing between doing a masters in finance vs CFA to break into asset management. I graduated college in 2016 and I’ve worked as an account assistant for about 4 years and I’m trying to break into AM but unsure how to do that. Any advic on how to go about it?

[@mark8307]

Hi Afzal, I'm a 3rd Finance student and would love to bolster my CV and my skillset with this course as I head into internship applications!

[@eddierosario1537]

Do you need the CFA to work on asset management? Or is it possible to work in asset management without one

[@elroyr1]

I'd love the chance to have a place in the Financial Edge portfolio manager as I believe it is a great opportunity for me to catapult my career into an incredibly new and challenging position. With the skills acquired I'll have the necessary confidence to thrive in a field that truly inspires me.

[@Ash12171]

Would a CISI qualification in Wealth and investment management increase the chance of being shortlisted to an interview? P.S Thanks for a really insightful video !

[@fachribudianto1490]

Hi Afzal, thank you for yoyr video. In fact, I'll be starting my final year in Sept 2022 and will be graduating around June 2023. I'd like to work in banking industry after graduating. I noticed several IB firms open its intern/full time position. I'd love to apply to those firms but I don't know whether applying for full-time/intern position. It's better for me to apply intern or full time position for next year after graduating? *I haven't experience working at banks Thank you!

[@utkarshprasad9708]

Hi Afzal, Im currently into revenue management in hotels. Can I get into Asset management ? What would be the first step from me?

[@linglee8632]

Problem is trying to get out of asset management and into PE. Very hard

[@nicklall4285]

Hi Afzal, I'm a graduate from a non target. I got an interview with a firm for 3 rounds for analyst position. I dont have formal experience, but I spent uni in my schools investment club analyzing stocks in tech and taking classes focused on portfolio management, black scholes and regression. I want to use my experience I. The fixed income space to help make the group I'm a part of less pressure by being a team player always on point for what part of the process we are apart of.

[@NessaShumirai]

What courses do you study at university to get into asset management?

[@armitageshanks2499]

Afzal, i'm very curious as to how you developed Simpley. I understand you dont have a technical background, so did you hire someone to do the coding? Did you have any business partners? I have a business idea for an app of my own, hope you can provide some guidance or recommend me someone who can! I also suggest you could make videos abt your entrepreneurship experience rather than just the standard traditional finance career videos!

[@Chip5387]

Can you apply for summer internships as a final year student

[@musranxaan1591]

I was wondering if you need licensing to be part of the investment management team in Asset Management.

[@loladeige48]

Hi. I'm a first year econ student. I would like to learn the technical skills involved in asset management because I'm interested in the investment division. I believe having a place on The Portfolio Manager would aid me in learning technical skills and thus maximise the likelihood of me succeeding in the asset management industry.

[@drek273]

im trying to become a portfolio manager as well. best of luck to you

[@anthonyli6497]

I am an incoming MSc Finance student at Imperial College Business School who is pursuing a career in asset management. Unfortunately I was very late to the game compared to my cohort which meant I was unable to secure an internship on time. This course will be an opportunity for me to make up for this and pursue my career goals.

[@XxXCOOKIEMENSTERXxX]

I am the same! I also will be at imperial in September however on the MSc investment and wealth management course.

[@yassinboukhemal4228]

I am in a similar situation, would it be possible to message you to have a conversation how you went about it ?

[@timmagaling]

Hi, Im a first year finance student in South East Asia. I want to get into asset management industry in the future but as a student from a non-target school, will require me more effort and experience to level the playing field in Getting opportunities for a career. I believe being the one to be picked for the opportunity to Have the access for this valuable information will be a crucial asset for me and increase my probability of getting an opportunity in my journey. Not only because of the Course that would give me a professionally respected certificate to my name, but also the technical skills and knowledge I’ll be able to learn that will better equip me with necessary tools and knowledge on my work and industry in the future.

[@ahmedosama5205]

Hey Afzal ! amazing video as Always, I've got a small inquiry , Im a 3rd Year Business student ( not target uni ) I finished FMVA , CMSA from CFI , and Currently Studying CFA Level 1 , but I can't seem to land an Investment banking Internship , Any idea why is that ?

[@victorigonin9979]

Hi Afzal, thanks for another great video and a give away. - Would be tremendous help. I took a full year to intern as a big four auditor and in EMEIA assurance outside of my home country to build my skills and CV before returning to my final bachelor year. I have been actively perusing courses with my firm, UBS and Bloomberg. This can increase my knowledge and chances to go into AM

[@sebastianharada5181]

I'm a recent undergrad from a non-target actively looking to break into the AM/PM space in the US or EMEA. Through the course I'll be able to grasp an ample edge on the investment management process, as well as familiarize myself with different investment strategies and asset classes, increasing my chances of securing a full-time analyst role. Furthermore, it will serve as a strong foundation and confidence point when I am conducting interviews!

[@AfzalVillardar01]

Just stumble in this video by searching black rock, and find it interesting then realize we have the same name.

[@damiabegunde6005]

Though I’m sure this course would be valuable and insightful, Its a little on the expensive side for my situation. Would appreciate being considered for the give away. Thanks

[@jameshusentoff2953]

I’m a CPA and auditor at big 4 with 1 year experience. Looking to make the switch.

[@judyl.7811]

if you do everything in this video, you'll get an offer!

[@santhoshsubbiah1803]

Hey Afsal, I've followed you for a long time now and I'm 22 doing my MBA, I've always wanted to do CFA and become a portfolio manager in either mutual or hedge funds but I've recently stumbled upon an even more lucrative career that is a "Quant trader or Quant researcher or Quant Developer". Apparently it pays handsomely . I wanna see your take on this my man

[@hamung109]

at some hedge funds quant traders are portfoio managers. Typically, PM will earn more than researchers and developers due to more risk taken and being a top of the hericacy (equally if you make a mistake as a PM you can fired quickly too). In hedge funds you will have the lead PM/Trader -> Researcher/Developer

[@aspiringassetmanager4707]

Dear Sir, I liked your video and subscribed your channel and followed both. I am a Sophomore in a target grad school in India(target from Indian standard) and after Watching your video on asset management started to interest me as it would be the best job for me and my personality I would love building client relationships and I am not interested in sales and trading, IB sounds way to hard, I don't like researching the markets that much also been thing about pursuing the CFA in my last year and pay for the CFA by working part time. It would be the Perfect course for me to upskill myself. I would do anything coming from a lower middle class family and it would really help me in my career goals. Thank you for time and consideration for reading my message.

[@kade3087]

𝓅𝓇o𝓂o𝓈𝓂 🤗