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The Ultimate Asset Management Recruiting Guide (2026)

Max Adams

Max Adams

Head Coach at Wall Street Mastermind | Ex-Lazard, Qatalyst & Vector Capital

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Inside the Guide

Built for students recruiting into asset management, from research and portfolio seats to client and product roles. Learn how managers make money, how to choose a seat and mandate, how to find and pitch an investment idea, how to build the valuation and defend it, and how to explain portfolio construction, risk metrics, and fixed income. Includes a fully worked stock pitch with bear, base, and bull cases, behavioral and technical interview questions, a preparation plan, and a glossary.

Free

Guide to asset management recruiting: research and portfolio seats, stock pitches, valuation, risk, and interviews.

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