- AMA: Internal Wholesaler at a Mutual Fund
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 other things. I have over ...
Forum topic - krazyk - Jan 27 2015 - 12:38am - 50 comments
- Can someone give me an overview of an Internal Wholsaler gig?
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? ...
Forum topic - thefastlife24 - Jan 12 2015 - 8:28pm - 3 comments
- Dimensional Fund Advisors Comp
Throw away account here. I recently interviewed for DFA's Financial Advisor Services Senior Associate (post MBA) group and have been invited to the super day. I am wondering if anyone knows what the intern or FT compensation plan looks like? Glassdoor ...
Forum topic - assnetmanager - Jan 22 2015 - 5:34pm
- Which would you pick Neuberger Berman or Fitch Ratings
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! ...
Forum topic - zartcell - Sep 3 2014 - 4:19pm - 6 comments
- Buy-side Trader Compensation
Does anyone have familiarity with how much buy-side traders working at a big mutual fund, or even a hedge fund, makes in base + bonus per year? I'm of the understanding that buy-side traders are basically execution traders simply carrying out the ...
Forum topic - krazyk - Oct 27 2014 - 11:05am - 2 comments
- 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, ...
Forum topic - hfknights89 - Jul 15 2014 - 3:01am - 9 comments
- Pioneer Investments?
Does anyone know anything about this firm? Hoping to do buyside equity research or at least be involved in mutual/hedge funds in the Boston area. I've never heard of this company before but saw them come up in a google search. Any information about ...
Forum topic - eltoro454 - Oct 20 2014 - 3:13pm
- How much should I ask to get paid at this internship?
I recently interviewed at a mutual fund. If I get the position I would be assisting their analysts in doing their research on various companies within the energy sector. The interview went really well but I froze on the question "how much are you ...
Forum topic - thomasbc1 - Apr 23 2014 - 12:36pm - 6 comments
- Investment Recommendations?
Hi Guys, Hoping you can give me some investing advice here. I by no means consider myself a competent investor and quite frankly do not want to bother tracking and buying individual stocks. Basically my sentiment is one of "set it and forget it". ...
Forum topic - theyuw - Mar 5 2014 - 9:12pm - 5 comments
- I'm the new guy at WSO
Hi everyone, I'm brand new to this- hailing from Toronto and working at a Mutual Fund company in Sales for about 5 months. Recently passed my CFA Level I Exam and I'm planning to do some more soft skill building to move to a real job by 2015. ...
Forum topic - spengali - Aug 7 2014 - 9:25am