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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 othe ...

    81 comments - 5 silver bananas - Jan 27 2015 - 12:38am -

  2. Wharton x Columbia MBA- Hedge Fund Goal

          MBA hedge fund Mutual Fund International recruiting ...

    4 comments - 0 silver bananas - Apr 24 2016 - 2:19pm -

  3. Value oriented mutual funds (NWQ)

          Looking to get thoughts on value oriented mutual funds such as NWQ Investment Management (Nuveen) buy side Mutual Fund equity analyst equity mutual funds ...

    8 comments - 0 silver bananas - Feb 25 2015 - 8:13pm -

  4. 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 -

  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 Mu ...

    53 comments - 1 silver bananas - Dec 13 2011 - 6:49pm -

  6. Is it true that mutual funds dont hire sellside

          Heard that some top mutual funds dont like to hire from the sell side, and prefer undergrads from targets or new mbas? I wanted to know if that is true? Mutual Fund ...

    2 comments - 0 silver bananas - Jun 7 2016 - 8:51pm -

  7. 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 Agen ...

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

  8. 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 ...

    11 comments - 0 silver bananas - Oct 16 2010 - 6:10pm -

  9. 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 ...

    33 comments - 0 silver bananas - Mar 17 2010 - 10:37pm -

  10. 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 " ...

    6 comments - 0 silver bananas - Apr 23 2014 - 1:36pm -

  11. Graduating this spring and just received job offer- Just received an offer

          I recently received an offer for a BDA role at a leading financial services and mutual fund group. The typical career path for this role leads into their sales department through internal and external roles. I like the sounds of the j ...

    2 comments - 0 silver bananas - Apr 21 2016 - 1:32pm -

  12. Waddell & Reed and the flash crash hypocrisy

    Halloween's only three weeks away and we have a brand new witch to hunt. By now, everyone has heard of Waddell & Reed and how the Kansas City mutual fund is reason du jour for the end of capitalism and further legalizing of market manipulation. A ...

    9 comments - 0 silver bananas - Oct 10 2010 - 12:41pm -

  13. Asset Management Salary and Lifestyle

    Hi, I am soon to finish up my undergrad studies and am trying to choose a profession for myself. My interests tend to shift over time but currently I am strongly considering a career in asset management and had some questions about that field. ...

    19 comments - 0 silver bananas - Oct 4 2011 - 7:35pm -

  14. 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 ...

    10 comments - 1 silver bananas - Dec 9 2012 - 12:53am -

  15. Mutual Fund Salaries- Salaries for analysts?

          What are the salaries for analysts at mutual funds. Entry level positions please. More boutique companies that have 1 or 2 funds they manage. West Coast vs East Coast 250mil AUM 500mil AUM 1B AUM 5B AUM > Salary Mutual Fund ...

    4 comments - 0 silver bananas - Apr 23 2016 - 3:07am -

  16. Whose market commentary do you read?

          Of the money managers who write an online market commentary, who do you read and recommend? I know some here follow Bill Gross's "Investor Outlook" on the PIMCO website. I found his latest article to be pretty spot on. ...

    16 comments - 0 silver bananas - Aug 9 2011 - 8:41pm -

  17. Mutual Funds... where do they fit in?

    I've been searching around.. perhaps not thoroughly enough, but I haven't really found an answer to something I've been trying to figure out. Basically, I'm curious how Mutual Funds fit into the whole finance/banking industry web... Wh ...

    5 comments - 0 silver bananas - Jan 15 2016 - 12:37am -

  18. 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" ...

    5 comments - 0 silver bananas - Mar 5 2014 - 9:12pm -

  19. Mutual Fund Analyst Questions

          What is the typical mutual fund salary, signing, eoy bonus? Also what are exit ops? Mutual Fund ...

    13 comments - 0 silver bananas - Nov 15 2011 - 1:33am -

  20. 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 managemen ...

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

  21. Being a Great Junior Analyst

          This is an open ended question, but what makes a great analyst? I assume that as a junior analyst working for one or more senior analysts on the buy-side you are probably fleshing out their ideas more than coming up with your own (or ...

    8 comments - 0 silver bananas - May 9 2012 - 9:55am -

  22. Is Asset Management a Productive Field

    Hi, I am considering choosing to work in asset management and have a couple of questions about the field. I would appreciate it if someone could respond to them. 1) How hard is it to succeed in asset management, and say to become a portfolio manager one d ...

    9 comments - 0 silver bananas - Nov 16 2011 - 5:24pm -

  23. T Rowe Price and Legg Mason

    I am interested in getting into asset management industry. I live around Mid-Atlantic and am interested in getting into either T Rowe Price and Legg Mason. Anyone has an idea how to get my foot in the door. To tell you a little bit about myself, recent gr ...

    11 comments - 0 silver bananas - Mar 6 2010 - 1:20pm -

  24. Long-only research associate (pre-MBA) exit opps

          Title explains it but I am referring to associate roles that exist primarily at the largest asset managers/fund families for people right out of undergrad or with a few years of pre-MBA experience. Since it is typically very difficult ...

    4 comments - 0 silver bananas - Oct 21 2013 - 6:15pm -

  25. Beat Your Broker: Youtualfund.com

    A few months ago, Edmundo wrote a blog post on building your own CDO at Lending Club. Other sites, like Propser.com, allow you to do the same thing. In the same vein comes a new site dedicated to the individual investor: Youtualfund.com Youtualfund allows ...

    8 comments - 0 silver bananas - Mar 7 2011 - 11:41am -

  26. Mutual Fund Trader Salary

          How much does a buyside trader working at a large mutual fund like FMR (Fidelity Management & Research), or Pioneer, AIM, etc. earn in a salary? Thanks trading buyside hedge fund Trader fund Mutual Fund ...

    9 comments - 0 silver bananas - Jun 26 2010 - 8:16pm -

  27. Mutual Fund Internship

    I know this is the IBD forum, but as a sophomore that wants to do BB IBD next summer I would like some advice I was offered a paid summer internship at a $2.2bn AUM mutual fund to work for one of their equity funds. I was wondering how this would be viewe ...

    4 comments - 0 silver bananas - Mar 23 2013 - 11:55am -

  28. Mutual Fund Offer

          I'm a sophomore at a target, I got offered a equity mutual fund, that runs about $2bn in their family of funds, internship for the summer. The fund I would work for would be about $500M-1BN. My goal is to get a BB /elite boutique ...

    4 comments - 0 silver bananas - Mar 22 2013 - 11:51am -

  29. Changing from Energy Trading to IM/Research

    I'm in my early thirties and have been an energy trader for almost five years now. Purely spec trading. I also trade interest rate futures in my own account, among other commodities. Love macroeconomics and fundamental analysis. I've always had ...

    6 comments - 0 silver bananas - Feb 22 2011 - 7:21pm -

  30. Internship at a Mutual Fund??

          Hi guys. I'm wondering if you guys could inform me on what interns and 1st year analysts could expect to do at a big equity mutual fund, lets say BlackRock. I'm mostly interested in what tasks interns do. Thanks Internship M ...

    6 comments - 0 silver bananas - Oct 27 2010 - 6:40pm -

  31. 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 ...

    2 comments - 0 silver bananas - Oct 27 2014 - 12:05pm -

  32. What do you do in Buy Side Trading?

    I'm gonna be interning with a large Mutual Fund company this summer as a trading assistant. My goal was to get into sell side S&T but I didn't receive any offers so I was wondering, how is buy side trading different from sell side trading? A ...

    4 comments - 0 silver bananas - May 13 2011 - 8:44pm -

  33. 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 -

  34. What will happen to the Mutual Fund Wholesaler role as we know it?

          i have been hearing that the industry is changing rapidly and that the pay will be nowhere near where it is/was in the coming years. thoughts? and while on that topic, how great a job is being an internal/external? wholesaler wholesal ...

    1 comment - 0 silver bananas - Mar 16 2016 - 7:09pm -

  35. Graduating this spring and just received job offer- Looking for advice

          I recently received an offer for a BDA role at a leading financial services and mutual fund group. The typical career path for this role leads into their sales department through internal and external roles. I like the sounds of the j ...

    0 comments - 0 silver bananas - Apr 21 2016 - 1:32pm -

  36. Compensation Data for Portfolio Managers

    Glassdoor.com has compensation data for the major asset management firms. The numbers seem too low. For most of the bulge bracket IBs, mutual funds and hedge funds the portfolio managers are making less than 300K in total compensation! Another thing seems ...

    4 comments - 0 silver bananas - May 26 2010 - 12:31pm -

  37. mutual fund second round what to expect

         . Mutual Fund ...

    2 comments - 0 silver bananas - Jan 8 2016 - 3:36pm -

  38. Looking for advice on BDA job offer with MF company.

          Hi guys, I recently received an offer for a BDA role at a leading financial services and mutual fund group. The typical career path for this role leads into their sales team through internal and external wholesaler roles. I like the s ...

    0 comments - 0 silver bananas - Feb 10 2016 - 9:54pm -

  39. Third Avenue Management: culture, reputation, comp?

          Does anyone know about this firm? They are a 15B AUM investment management firm in New York. I would be curious to learn more about their culture, reputation, comp, and anything else people might know. Thanks. culture Hours comp Mutua ...

    2 comments - 0 silver bananas - May 16 2015 - 5:59pm -

  40. MF or modelling classes?(if not SA IBD)

    Hello, I'll be heading to Europe for a Masters program this Fall with a Bachelors degree in Engineering. Over the summer, I'm looking at interning with a local boutique in Mumbai. I interned last year with India's leading financial services ...

    3 comments - 0 silver bananas - May 5 2011 - 5:26pm -

  41. Comp ladder in Mutual Fund

          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 -

  42. choosing between big vs. small fund

          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 -

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

          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 -

  44. equity research: mutual fund vs HFs

          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 -

  45. Set up a PA or get into Mutual funds?

    is it better to run my own personal account for trading or should i invest with mutual funds? given that i don't have much time to invest on my own... but i'm not sure if money managers are a good place to put my money. what do you guys th ...

    2 comments - 0 silver bananas - Nov 3 2012 - 6:38pm -

  46. Can anyone with Mutual Fund experience/knowledge offer insight?

          Hey all, I know I'm posting in IB, but it's dead on the other boards. Can anyone with long-only/mutual fund experience talk a bit about the experience and long terms options of working within research for this platform? I do ...

    2 comments - 0 silver bananas - Jun 5 2013 - 3:39pm -

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

          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 -

  48. Is it All About AUM?

          When looking at two mutual funds, say one has 10B AUM and one has 20AUM, is the bigger one necessarily a better place to work? Why would a fund with a strong track record voluntarily stay small? If the Research Team at both funds is a ...

    2 comments - 0 silver bananas - Jun 5 2012 - 3:53pm -

  49. Separate/Subadvised Accounts

          Could someone please explain these to me? I have read the definition but I still don't fully understand why institutional investors and wealthy individuals would use one of these accounts instead of the main fund that they track. ...

    2 comments - 0 silver bananas - Apr 24 2012 - 6:02pm -

  50. Mutual Fund Info

          Where can I find intermediate to advanced info to learn about mutual funds? Looking for info on strategies, the MF industry, how funds operate...everything, really. I'm looking to go beyond the intro stuff on google. Thanks. Mutu ...

    2 comments - 0 silver bananas - Nov 15 2010 - 3:58pm -

  51. Long Only Equity vs. Long / Short Equity

    Current MBA student with several years of prior i-banking experience. Although I have no previous professional buy-side experience, I've been focused on summer internship recruiting for both long-only equity and long/short equity. I've been fort ...

    1 comment - 0 silver bananas - Feb 3 2015 - 12:26am -

  52. 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 ...

    1 comment - 0 silver bananas - Jan 22 2015 - 5:34pm -

  53. 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. An ...

    0 comments - 0 silver bananas - Oct 20 2014 - 4:13pm -

  54. 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 ...

    0 comments - 0 silver bananas - Aug 7 2014 - 10:25am -

  55. Closed-end mutual fund product development

    Can anyone give any insight into what career implications (if any) this position has? Anyone work in this area, skill-set or relationships developed? The Product Development team is responsible for providing product management and oversight to more than 1 ...

    0 comments - 0 silver bananas - May 21 2014 - 3:59pm -

  56. Boutique Consulting Job Offer

    So I have a few questions. I'm graduating in a month from a top LAC in the west coast I have 2 most likely 3 job offers right now. The first is a 3 month contract with a boutique consulting firm to work on 1 project over the summer. They work do most ...

    1 comment - 0 silver bananas - Apr 26 2013 - 11:26pm -

  57. Boutique Mutual Fund

          Can someone tell me about exit opportunities of a small mutual fund. 400millionish aum (5-20 people). They have some good publicity over the past couple of years. I got an offer as an associate but I really would rather work for a lar ...

    1 comment - 0 silver bananas - Apr 12 2013 - 5:18pm -

  58. Equity Mutual Fund Intern

    I'm a sophomore at a target and received an offer to work for a ~20-25 person mutual fund shop in LA that runs about 2bn. They are only long equity, small cap. can any speak to their experience at a similar place in terms of what they did, their expe ...

    1 comment - 0 silver bananas - Mar 26 2013 - 8:35pm -

  59. Mutual fund

          Does anyone know how to make a mutual fund available for people to buy at places like Fidelity or Schwab? How much do you have to pay those firms? Fidelity Mutual Fund ...

    1 comment - 0 silver bananas - Feb 15 2013 - 9:25am -

  60. MetLife Mid Cap Stock Index Portfolio

          I am in search of the symbol which correlates to the MetLife Mid Cap Stock Index Portfolio, but seem to be having some trouble. My boss assigned me generate a portfolio snapshot of certain Mutual Funds, and I cannot seem to find the s ...

    0 comments - 0 silver bananas - Jan 8 2013 - 12:07pm -

  61. AUM of a mutual fund

          How do I find out how much a mutual fund/ ETF manages? Is that information disclosed on a periodic basis for all funds? I found AUM information from Lipper for only the top 25 funds/ETFs, but what about other smaller funds? Note, i am ...

    1 comment - 0 silver bananas - May 29 2012 - 8:56pm -

  62. Meeting with mutual fund manager- what to ask?

          Alright, so I met this guy and he gave me his friend's email address. His friend runs a mutual fund with a well know company. I will email him on Tuesday and see if he wants to meet up or talk on the phone or something. What shou ...

    0 comments - 0 silver bananas - May 26 2012 - 2:28am -

  63. sophomore internship career advice

    I am a sophomore from a non target school near Boston. I literally had no interest in business or finance until last semester, where I happened to attend a meeting for our school's investment club. The club had brought a guest speaker, an alumni of t ...

    0 comments - 0 silver bananas - May 4 2012 - 4:36pm -

  64. Mutual Fund Interview Coming Up- What Do I Expect?

          I have a first round interview (screening) with a mutual fund coming up in the next few days and am not sure exactly what to expect. I'm currently a first year analyst at a well known BB and I eventually want to break into the bu ...

    1 comment - 0 silver bananas - Feb 14 2012 - 1:17am -

  65. Mutual Fund Questions

          I am attending a seminar with mutual fund exec and wanted to see if the WSO community had any insightful questions they wanted about MFs..... Mutual Fund ...

    0 comments - 0 silver bananas - Apr 20 2011 - 4:24pm -

  66. Capital Group, Mutual Fund

          There is not much talk about mutual funds on this board. Does anyone know anything about The Capital Group Companies? Would an investment research position within a large mutual fund like this be a good opportunity with strong opportu ...

    0 comments - 1 silver bananas - Oct 18 2010 - 4:10pm -

  67. Closed-End Mutual Fund Question...

          Does anyone know where I could find a list of all domestic closed end mutual funds that were around in 1995, 1996, 1997, 1998, 1999, 2000, and 2001? I'd really appreciate any help. Mutual Fund ...

    1 comment - 0 silver bananas - Mar 15 2010 - 5:17am -

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