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  1. AMA: Internal Wholesaler at a Mutual Fund

      Quote   Bookmark   I work at a large MF in the Northeast as an internal wholesaler. For those of you who don't know what that is, it's basically inside sales. I make outbound dials to financial advisors to sell them our mutual funds among othe ...

    69 comments - 4 silver bananas - Jan 27 2015 - 12:38am -

  2. Comp ladder in Mutual Fund

      Quote   Bookmark   Does anyone have experience on how the comp ladder goes for a mutual fund within an insurance company? I want to know if this will be a lifetime fit for me. Thanks. Mutual Fund ...

    0 comments - 0 silver bananas - Dec 9 2015 - 5:32pm -

  3. choosing between big vs. small fund

      Quote   Bookmark   HI all, WSO has helped me in every major career decision I've had and here another one that needs your help: MBA graduating in 2016 (H/S/W) with two FT offers in mutual fund. One with a large fund (think Fidelity, Wellington) in ...

    0 comments - 0 silver bananas - Nov 24 2015 - 2:50pm -

  4. Why would you use NAV to screen banks and financial institutions?

      Quote   Bookmark   M&I says you would look at NAV which is a bank-specific metric to screen companies. But how is NAV a bank specific metric? I thought it was for mutual funds... Maybe I'm not understanding the actual concept of what NAV is? NA ...

    0 comments - 0 silver bananas - Nov 16 2015 - 1:52pm -

  5. What Is A Mutual Fund?

    A mutual fund is one which is made up of money from lots of different individual investors, and then managed by a professional portfolio manager. Mutual funds invest in all the usual assets such as: Bonds Equities Derivatives The amount an investor gains ...

    0 comments - silver bananas - Apr 23 2012 - 9:20am -

  6. equity research: mutual fund vs HFs

      Quote   Bookmark   Before posting I tried to read as much as possible on the topic (and, to this regard, there was a post from @BlackHat which was incredibly useful and Comprehensive) but I still feel somewhat confused as to the real differences (PM rou ...

    1 comment - 0 silver bananas - Sep 7 2015 - 7:17am -

  7. Can someone give me an overview of an Internal Wholsaler gig?

    Quote how much real cold calling is there? the company i am looking at is an AM and look for you to make 50-60 calls and set up 5-7 appointments per day. is it high stress? easy to be let go? thoughts? Mutual Fund wholesaler asset management internal whol ...

    3 comments - 0 silver bananas - Jan 12 2015 - 8:28pm -

  8. Which would you pick Neuberger Berman or Fitch Ratings

    Quote Which one out of the 2 is a better opportunity and has better advancements in the long run, even for an MBA Neuberger Berman RFP Associate or Fitch Ratings in their Corporates Division Thanks! finance CFA fitch Mutual Fund Rating Agency rfp neuberge ...

    6 comments - 0 silver bananas - Sep 3 2014 - 5:19pm -

  9. From MF to HF....transferable?

    Hey all, So I have two offers on the table, one from a small/mid cap HF and one from a midcap MF, both based in the UK, both starting around mid-August (was supposed to be earlier, but this changed). I'd be a fixed-income research analyst at both, th ...

    9 comments - 0 silver bananas - Jul 15 2014 - 4:01am -

  10. Public Finance to Municipal Bond AM/mutual fund?

      Quote   Bookmark   Could entering Asset Management (in a municipal bond portfolio) be a potential exit for a public finance analyst? If so, what level would one enter after 3 years of being a PF analyst? Would the pay be more at that level or down the r ...

    1 comment - 0 silver bananas - Jul 13 2015 - 3:06pm -

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