1. Welcome to the Evisors Webinar
Visit us online at www.evisors.com
Investing in your Future: Careers in
Investment Management
featuring
Maggie Marcotte
Hosted by: Career Advisors on Demand..com/webinars

2. Investing in your Future: Careers in
Investment Management
About Maggie
Education
• McGill University, B.Comm,2005
Experience
• Analyst in M&A group, UBS Investment Bank.
• Associate at DGAM, Fund of Hedge Funds
• Senior Associate at Willett Advisors, Family Office &
Foundation
Hosted by: Career Advisors on Demand..com/webinars

3. Investing in your Future: Careers in
Investment Management
About Maggie
Overview of the Industry
How to Research the Industry
What are Firms Looking For?
What to Expect in the Recruiting Process
Q&A
Hosted by: Career Advisors on Demand..com/webinars

4. Overview of the Industry
Asset
Allocators
Pensions, Asset Managers, Family
offices, Endowments & Foundations,
Insurance companies, Private Wealth
Managers, Asset Managers
Strategies
Private Equity, Hedge Funds, Real Estate
& Real Assets, Public Markets & Direct
investing, Cash
Management/Treasuries, Mutual
Funds, etc…
Roles
Investment Research & Due
Diligence, Economist, Risk
Management, Portfolio
Management, Operations
Hosted by: Career Advisors on Demand..com/webinars

5. Investing in your Future: Careers in
Investment Management
About Maggie
Overview of the Industry
How to Research the Industry
What are Firms Looking For?
What to Expect in the Recruiting Process
Q&A
Hosted by: Career Advisors on Demand..com/webinars

6. How to Research the Industry
• Vault Guides are a good general introduction
• Alumni & Career centers
• Evisors
• Industry Publications such as:
– Hedge Fund Alert, The Deal, Albourne, Absolute Return, The HF
Journal, HFM, etc…
• Prime broker and consultant research on industry trends
• Annual reports from E&F, Pensions, Insurance
companies, Hedge Fund Investor letters and 13-F filings (SEC)
• News Sources:
– WSJ, NY Times, FT, Bloomberg
• Finance Books:
– The Big Short, The Black Swan, Hedgehoggers, Barbarians at
the Gate, Buffett: The Making of an American Capitalist
Hosted by: Career Advisors on Demand..com/webinars

7. Investing in your Future: Careers in
Investment Management
About Maggie
Overview of the Industry
How to Research the Industry
What are Firms Looking For?
What to Expect in the Recruiting Process
Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/16

8. What are Firms looking for?
Passion
• Previous work experience
• Investment club or personal investments
• Ownership of an asset vs. transaction experience
• Investment ideas
• Informed on markets and industry trends
Skills
• Need strong analytical and quantitative skills
• Attention to detail
• Valuation, Statistics, portfolio management and understanding of
basic macro-economics, probability & scenario analysis
• Critical thinking. What could go wrong with this investment?
• Excel proficiency
• Report writing. There is usually a significant amount of
writing/reports in the asset management role.
Experience
• Previous Asset Management Roles, Investment Banker, Research
Analyst, Statistical Analysis, Accounting
• Finance or Econ Major, MBA, CFA and/or
CAIA, CPA/CA, Finance & Accounting classes
• Personal investment track record
Hosted by:See the rest at evisors.com/webinars/webinar/16

9. Investing in your Future: Careers in
Investment Management
About Maggie
Overview of the Industry
How to Research the Industry
What are Firms Looking For?
What to Expect in the Recruiting Process
What to Expect in the Interview
Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/16

10. What to expect in the recruiting process
• Cover Letter &
resume
• Tailor application
• Draw on your
experiences
• Get a personal
introduction where
possible. Use your
network/alumni
• Walk through resume
• Basic questions on
your interest in the
position/firm
• Technical/Finance
questions to screen
• Personality (include
interests, volunteer &
sports)
• Research the people
you are set to meet
• Prepare questions
• Often meeting more
people to gauge fit
• More technical &
Finance questions
• Possible case studies
(usually advance
notice)
• Investment
views/ideas
• Brain teasers
• Prepare thoughtful
questions. Make sure
you will be happy
with role and firm.
Application First Round Second Round +
Hosted by:See the rest at evisors.com/webinars/webinar/16

11. Investing in your Future: Careers in
Investment Management
About Maggie
Overview of the Industry
How to Research the Industry
What are Firms Looking For?
What to Expect in the Recruiting Process
What to Expect in the Interview
Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/16

12. Questions & Answers
Question 1:
What is the daily lifestyle like within an asset
management career vs. A fund-to-fund
investing career?
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13. Questions & Answers
Question 2:
What is expected in an interview and a stock
pitch?
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14. Questions & Answers
Question 3:
What is the difference between sales/trading
and investment management?
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15. Questions & Answers
Question 4:
How difficult is it to switch from a technology
to an investment management background?
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16. Questions & Answers
Question 5:
Could you provide more information on
investment resources?
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17. Questions & Answers
Question 6:
How does the recruiting process for
investment banking compare to private
equity?
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18. Questions & Answers
Question 7:
What makes someone happy working in
investment management?
Hosted by:See the answer at evisors.com/webinars/webinar/16

19. Thanks for Joining!
Book your session with Maggie at
www.evisors.com/expert/1123
Hosted by:See the rest at evisors.com/webinars/webinar/16