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Mr. Asset Manager – Research Associate

About Me:

I am Asian-American with a middle-class upbringing and was raised by my working-class parents. I attended a large state university and majored in finance. I worked at a bulge bracket out of my undergrad.
I am currently an associate at a top long-only asset manager (Fidelity, Wellington, T Rowe) covering healthcare and TMT equities supporting 4 analysts with a multi-$B portfolio.


Undergrad School: Large State School (Top 60)

Undergrad Major: Finance

GPA: 3.6

GMAT: 730

Age: 24,  Ethnicity: Asian or Indian


Work History:

Title: Investment Associate at Top Asset Manager (Fidelity/Wellington/T Rowe)

Industry: Banking & Finance

Company: Top Firm

Length of Employment: 2 yrs

Title: Investment Banking Analyst at Bulge Bracket

Industry: Banking & Finance

Company: Top Firm

Length of Employment: 1 yr

Big Life Wins:

Attended large state university for undergraduate. Non-target school for IB but landed an investment banking role out of undergrad at a bulge bracket covering tech.

Top performer in current role. I am in charge of screening for new small to mid-cap ideas including many that have made it into the portfolio. I have also lead meetings with F500 management teams.

Post MBA Goal:

Activist HF. Want to blend the deep due diligence of private market investing with the speed/meritocracy of the public markets.


Target School: Wharton

Status: Open

Considering: Harvard


The Experts Rate The Odds At: 10%

  • mbaMission | Odds Assessment: 10%

    Hi, it’s Nisha from mbaMission. Your academics are solid, and it looks like you’ve had good progression in your IB and investment management roles. I also like that you have well-defined career goals and that it’s clear what drives your interest.

    This past year has been extremely competitive for MBA applicants to Wharton, HBS, and other top schools. I’ve seen that it’s been especially challenging for applicants from what are considered heavily represented backgrounds: for example, males in consulting. The finance clients I’ve worked with who’ve had success at these and other Top 10 schools have been able to present a well-rounded view of themselves in their applications. They’ve engagingly highlighted their personal passions and values, so that the admissions committee understands …

    2 weeks ago Read the full review

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