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  1. 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 ...

    - Jan 27 2015 - 12:38am - 60 comments

  2. 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, ...

    - Jul 15 2014 - 4:01am - 9 comments

  3. 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! finance CFA fitch Mutual Fund Rating Agency rfp neuberger ...

    - Sep 3 2014 - 5:19pm - 6 comments

  4. 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? Mutual Fund wholesaler asset management internal wholesaler ...

    - Jan 12 2015 - 8:28pm - 3 comments

  5. Mutual Fund: A day in the life.

    Hey all, WSO has given me a lot of information about the Hedge fund, Investment banking, Private equity, and Venture Capital industries. WSO actually help me get an internship of my dreams as a freshman (VC fund in SF). I cannot seem to find much about ...

    - Dec 13 2011 - 6:49pm - 53 comments

  6. 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 ...

    - Apr 23 2014 - 1:36pm - 6 comments

  7. 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" ...

    - Mar 5 2014 - 9:12pm - 5 comments

  8. Do I stay or do I just not show up for work?

    Ok, so I started work about a month ago at one of the largest asset mgmt/mutual fund companies in the US. I went through a 5-week training program to be a customer service rep at one of their regional call centers. Duties consist of providing balances for ...

    - Mar 17 2010 - 10:37pm - 33 comments

  9. Saturday Showdown: Einhorn, Berkowitz, and Japanese Idols

    It’s a rare event when 2 big names in finance square off over a stock, and even rarer still that they take the battle public. And that’s what’s been going on lately when Fairholme Capital Management’s Bruce Berkowitz took on Greenlight Capital ’s David ...

    - Oct 16 2010 - 6:10pm - 11 comments

  10. CFA or Harvard MBA for Asset Management?

    Are the MBAs more for IBD and PE? hedge fund Research analyst portfolio manager Mutual Fund asset management ...

    - Dec 9 2012 - 12:53am - 10 comments

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