Prime, Buchholz Reviews | Glassdoor

Prime, Buchholz Reviews

Updated January 18, 2017
11 reviews

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3.3
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Jon L. Prime
3 Ratings

Employee Reviews

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  1. "Great Place to Work"

    Star Star Star Star Star
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Approves of CEO

    Pros

    -Staff was very welcoming and informative
    -Training was precise and efficient
    - Many incentive and bonus plans were available

    Cons

    -Busy season could get a bit hectic
    -Growth is slow, but definitely possible
    -In order to move up, CFA certifications were greatly encouraged

    Advice to Management

    Keep managing the firm the way it is. Between the tone at the top and the office environment, the firm is already a pleasant place to work.


  2. "Prime for some"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Prime, Buchholz full-time

    Pros

    Some genuine nice people. Easy opposite traffic commute.

    Cons

    Consultants are great salesman, but investors they are not. You must agree with their investment philosophy to be happy here.

    Advice to Management

    Be professional. Respect your employees as empowered equals, not worker bees


  3. "Only for the kind of person who doesn't want to think for themselves."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Portsmouth, NH
    Former Employee - Anonymous Employee in Portsmouth, NH
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at Prime, Buchholz full-time

    Pros

    The only pros were the fun frilly perks they throw in to try to keep their employees as the job is very demanding. Thursdays they have catering. And they try to nurture an environment that makes people want to stay there.

    Cons

    Grueling work. Mind-numbing. That comes with the field. But what shouldn't come is gender-bias, merciless amounts of work and crazy deadlines, and not really truly having an opportunity to advance even though that is one of their favorite things to brag about. Oh yah. And they are a snooty bunch of people.

    Advice to Management

    I have no advice. Management doesn't listen so why bother.


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  5. "Small pond, nice people"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Client Service Coordinator in Portsmouth, NH
    Former Contractor - Client Service Coordinator in Portsmouth, NH
    Recommends
    Neutral Outlook
    No opinion of CEO

    I worked at Prime, Buchholz as a contractor (Less than a year)

    Pros

    Friendly people and working environment. Fair compensation.

    Cons

    Outdated technology and systems.


  6. Helpful (7)

    "Started out great, went negative near the end, but still decent overall; some aspects are very good, some are bad."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Investment Analyst in Portsmouth, NH
    Former Employee - Investment Analyst in Portsmouth, NH
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Prime, Buchholz full-time (More than 3 years)

    Pros

    If you can come in at the Investment Analyst level and skip the Performance Analyst level, you will be offered a number of opportunities to learn, and to prove yourself to senior management & firm owners. As an Investment Analyst (a title they are currently renaming to something like "Client Service Analyst" or something), you are the "Lightning Rod" for the office. This is a double-edged sword. Pro's include:
    - You get to work with senior consultants who know a lot. As such, you can learn a lot (READ: DEPENDS on consultant). They all have VERY different, strong, personalities with specific and sometimes random requests & demands.
    - You get a lot of exposure to institutional clients, their boards, and C-Level executives that have worked with the company for a long time, and are given a certain level of clout upon introduction.
    - You pick up concepts, trends, and ideas that big players are doing & using.
    - As "Lightning Rod" you coordinate between the in-house report-building team (Performance Analysts & Data Analysts) and get to review people's data-entry work (read: management responsibilities without management pay, do with this as you like).
    - Opportunities to analyze complex portfolios, recommend movements to consultants, coordinate with the Research Analysts (the real Investment Analysts) that are assigned by asset-class. This can be (time-permitting) very fun and intellectually stimulating.

    Cons

    PBA is at an inflection point and has chosen to strangle growth in an effort to remain private, shed smaller clients and attract larger ones, boost the net worth of the principals, control the younger staff and client-base. As such, the 6 main owners are reluctant to promote from within. You can and will be dangled a carrot of "someday becoming a consultant" by middle management (read: Team Leader, Director of Client Services) but this is something that will happen for rare individuals that meet the following criteria: politically-positioned (liked by principals), academically refined (credentialed), and willingness to become a slave for 3-5 years (60 hour work weeks and ridiculous client-loads).

    Advice to Management

    Dream of something larger than an ability and environment in which you can micro-manage. Chill out with QR's. Challenge the principals instead of promising them deliverables and squeezing those who actually perform the work and have had enough. To the principals; consider growing the pyramid wider at the mid-level. Perhaps 6 or 7 teams. Reduce the number of clients assigned, and promote an academic/creative environment where folks share ideas. Give more opportunities to existing Investment Analysts who are clearly ready to become Consultants; it might allow you to retain smaller clients (<$100M) and grow as a whole. Recognize the micro-managing that is going on at mid-level, remember why you originally joined PBA (love of independence and escaping the micro-management of banks) and try to not let your company slip further into that negative culture.


  7. "Disconnect from Top to Bottom"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Performance Analyst in Portsmouth, NH
    Former Employee - Performance Analyst in Portsmouth, NH
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at Prime, Buchholz full-time (More than 3 years)

    Pros

    Analyst level culture and relationships built was great. Office is very nice. Some nice perks like occasional catered lunches.

    Cons

    Senior management very disconnected from client service/lower levels of firm. Opportunities for growth and help/push/encouragement to grow internally/organically severely lacking. Pay is sub-par at best. Almost feel like you don't matter to management team and that you're easily replaceable, rarely get positive feedback from higher ups.

    Advice to Management

    Connect to client service analysts better. Bring compensation levels up to an industry norm or close to. Encourage organic growth with current employees.


  8. "Performance Analyst"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Performance Analyst in Portsmouth, NH
    Former Employee - Performance Analyst in Portsmouth, NH
    Recommends
    Neutral Outlook
    Approves of CEO

    I worked at Prime, Buchholz full-time (More than a year)

    Pros

    overall a great place to start if you want to gain insight into a the investment industry and maintain a good work life balance. They provide great benefits and a nice work environment. Decent opportunity to leverage into ops at a fund or other bigger investment consulting firm.

    Cons

    lower salaries than the rest of the industry perhaps due to location. Not much potential for upward mobility from the PA role and day to day work is tedious at best.

    Advice to Management

    more consistent mentoring to jr staff and provide better promotional track.


  9. Helpful (4)

    "Hard work gets rewarded"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Investment in Portsmouth, NH
    Current Employee - Investment in Portsmouth, NH
    Recommends

    Pros

    The firm provides a great environment for people to grow and learn in the dynamic field of advising non profits in how they invest their endowments

    Cons

    The challenge is for people to find an area that they can build their capabilities and contribute to the knowledge base of the firm

    Advice to Management

    More communication


  10. "Work in New Hampshire and take the out of town discount"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Portsmouth, NH
    Current Employee - Anonymous Employee in Portsmouth, NH
    Doesn't Recommend

    Pros

    - Fairly laid back environment.
    - Opportunity to work with some bright people.
    - Exposure to all varieties of investments.
    - Benefits are decent

    Cons

    - Compensation is not competitive.
    - There are clearly few haves, and many have nots
    - Technology is archaic.
    - Communication from upper management is poor.

    Advice to Management

    Talent will continue to leave if employee needs are not taken seriously. A thank you is a nice thing to say every so often.


  11. "Great place to work!"

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends

    Pros

    Lots of opportunity for advancement and success within firm if you have the right attitude and work ethic. Firm values its employees as shown by financial incentives paid to employees when other firms did not pay bonuses, cut salaries and laid-off staff.

    Cons

    Departments and teams have made great progress working cooperatively with one another but think the firm would continue to benefit if more employees took a holistic view.

    Advice to Management

    Continue hiring talent in all departments of the firm to increase the level of professionalism and success of the firm.