Pros
- Not much to say here unfortunately - Not as stiff as most firms in terms of culture, can have a good laugh with coworkers at times
Cons
- You will NOT learn much here, glorified admin - They don’t offer many benefits but do pay for professional wealth management exams (not the CFA) which you have to study for yourself (no study leave apart from one day) - Graded on every piece of work you submit and there is not much leniency. This can be seen as a good thing as it shows care for clients but its analysts who grade your work and many times grades are dependent on how nice you are to them. The grades impact your bonus and also heavily dictate if you keep your job. - Very little work from home and all dependent on the quality of your work and how much work you do and there is little leniency for this. Unless you are on very good terms with your boss, you wont get away with taking more than the allocated amount given to you per year Now for the real issue: - Like many other finance firms management really do have a long way to go. - Never worked in a place before where management know so little about the products / work being produced but have so much to say about how things should work. This results in the craziest ideas that leave employees with inefficient processes but the same expectations in terms of output - The method of hiring is based on who would be a good fit culturally rather than who would do a good job. Leads to not many women or minorities and if you are a minority good luck because you will have to work 3 times harder to get half as much as your non POC coworkers - I could go on with more negative points but I think this covers some of the important parts.