美国资管公司/PWM就职前景问题

wentaow2008 · 发表于 2013-5-22 21:10:53

Hello, 帮助朋友问下。

这里有同学在Investment Advisory Firm/Wealth Management Company就职的
么？想了解下在500Millions Asset/300ish clients/high end ciletns并且全公司
只有6-7员工的公司从entry level做起的前途如何？以后的career opportunities在哪
里呢？多谢了。她马上可以拿到CPA license了。对了，是在美国上班的。

unepomme · 发表于 2013-5-22 21:24:43

500 million for AUM is really small through, but really depend on the research power and investment style of the the owner, do the background research to the owner, may be you will find out more!

wentaow2008 · 发表于 2013-5-22 22:03:30

Thanks. The firm has been around for 8ish years. The owner/MD previously was a big four partner. Another national big four partner mentioned that the MD/firm has been doing well. With that said, I don't know what would be the exit options/career opportunities working for a company like this. I will be appreciative for any thoughts.

[实习就业] 美国资管公司/PWM就职前景问题

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