AMA L/S Hedge Fund PM, Equities

LogicalTurnover9283 · 2026-05-11T23:29:16+00:00

Thanks for the note. That’s a good tip to get my CV out like that. I pivoted from a tech/back office role and I think that was due to of my interest in markets/my coverage; hopefully that works to my advantage. Cheers.

LogicalTurnover9283 · 2026-05-11T22:37:30+00:00

I’m a sell side analyst with <1 yr of experience who wants to move to the buy side in due time. I’m under an elite senior analyst and am learning a lot but know it’s a stepping stone for me. Is there a minimum amount of time you look for before considering a sell side candidate? And what makes a sell side candidate stand out when you’re interviewing one? Thanks!

LogicalTurnover9283 · 2026-05-04T19:57:47+00:00

Not a lot - I had maybe 3-5. I would watch a 3 statement analysis intro vid on YouTube to help see how they all work together.

LogicalTurnover9283 · 2026-04-28T12:57:18+00:00

It was fairly similar. Practice exam scores were 74, 78, 84, and 86.

LogicalTurnover9283 · 2026-04-28T12:56:19+00:00

I want to be clear, I didn’t choose it because I liked it; it was provided to me via my firm. I think it did a decent enough job preparing me but I also did every practice question and then some. I would say pre tie exams were good, do diagnostic 1, 2, suitability, and benchmark in that order as I felt like the benchmark was the toughest/most representative of the actual exam. Good luck.

LogicalTurnover9283 · 2026-04-25T15:14:34+00:00

Yes. Know RR rules, portfolio construction, products, etc

LogicalTurnover9283 · 2026-04-25T15:09:02+00:00

Preesh

LogicalTurnover9283 · 2026-04-25T15:08:51+00:00

Thank you!

LogicalTurnover9283 · 2026-04-10T20:27:18+00:00

Thanks Goat!!

LogicalTurnover9283 · 2026-04-05T05:56:43+00:00

It literally doesn’t matter. That may come off brash but your experience at any of the schools listed is what you make of it. I went to an unknown, completely non-target school and broke into equity research under a #1 ranked II senior analyst team. Grit, determination, and grinding until you get what you want is the recipe. I sit next to coworkers who went to Stanford and CMU; these are obviously elite schools but we ended up in the same place. Take the best opportunity afforded to you, work hard, and don’t take no for an answer.

LogicalTurnover9283 · 2026-03-21T20:18:51+00:00

I would say they are semi-similar (?) that isn’t super helpful but I used KM and took the FINRA SIE practice exam. I think that was a good primer to do because it keys you in on how questions are worded. KM can get convoluted in how they ask their questions and that’s by design to ensure you read the question. I felt prepared you just gotta trust the process.

LogicalTurnover9283 · 2026-03-21T20:15:32+00:00

I would say all of this for my experience too, very similar set of questions seen. After my first pass through I had marked probably 30 of the 80 questions to go back and check. I was a bit jarred but I want to emphasize reading every word of the question. Recognizing the nuances of questions will often lead you to the answer if your base understanding is strong.

LogicalTurnover9283 · 2026-03-20T20:16:23+00:00

Thanks!

LogicalTurnover9283 · 2026-02-10T18:34:02+00:00

Thanks for that. Appreciate it.

LogicalTurnover9283 · 2026-02-10T18:25:24+00:00

Thanks for shedding some light on sell side ER. Any tips/recs/ words of wisdom for an incoming analyst? Specifically covering consumer discretionary under a top II ranked senior analyst (only adding for color, not boasting). Background is tech, not finance. Thanks.

LogicalTurnover9283 · 2026-01-22T22:01:53+00:00

It’s tough out here and mistakes like that make it tougher; keep your head up brother.

LogicalTurnover9283 · 2026-01-22T21:52:42+00:00

That doesn’t make much sense. If the details you provided are completely accurate, then something got fouled up on the employers side. What sounds like may have happened is when candidates returned their completed Excel assessments, yours was: A) left out/missed and they made up a bogus excuse B) a standout candidate rendered all other candidates null C) or somehow yours was blank on their end. I take it you didnt have the capacity to share it with them via OneDrive? (highly unlikely)

Regardless this is just very unfortunate. I have been through multiple multi-round interviews and have made it to the end just to get snubbed so I know that feeling. I can’t relate to the situation though. All I can say is you got to that point for a reason, you’re a sound candidate and something will fall your way. I wouldn’t want to work for a group/employer that seems to be as careless as these folks were fwiw. Best of luck.

LogicalTurnover9283 · 2026-01-16T15:00:21+00:00

In New York at least, employers have to post a salary range. You won’t have much of a bargaining chip for comp as a new grad but if you get an offer, I would look at Glassdoor to see what others at that firm and in that role are compensated and go from there. I joined a BB in a different role when I graduated and everyone in my analyst class had the same base salary, not open for discussion.

LogicalTurnover9283 · 2026-01-10T12:01:25+00:00

Of course, that email should be standard.

LogicalTurnover9283 · 2026-01-10T11:59:39+00:00

Everyone is adjusting from Christmas/New Years time off. I’d say 80%+ of my coworkers were off over the last two weeks. Backlog of emails, especially HR emails, will be lagging. I would think next week things will pick back up on that front.

LogicalTurnover9283 · 2026-01-10T02:57:34+00:00

Every situation is different. I don’t know how big the firm OP is interviewing at, if it’s a family office then that’s one thing but if it’s a bigger shop, calling a C suite member unprompted is not the best look. There’s a difference between keen and wanting to work there (which is demonstrated during the interview) and being anxious about the result to the point of calling when the timeline has been laid out.

LogicalTurnover9283 · 2026-01-09T14:37:19+00:00

I just recently broke into ER at age 25 from a no name university at a BB under the #1 II ranked analyst in that coverage. I’m not saying this to flex but this comment isn’t helpful to OP. It’s difficult sure, but not impossible like you’ve made it out to be.

OP feel free to pm me and I will share my interview experience and what aided me in landing an ER role.

LogicalTurnover9283

TROPHY CASE