internal wholesaler tips/advice

Any fellow internals out there? how do yall find success. barely anyone returns my voicemails/emails

587 WSO Academy Asset Management Session Reviews: 4.80/5

Class of '18 Nov 2026 Cohort

5.00/5

Asset Management Career Roadmap (optional)

“Andre was very personable, approachable and easy to talk to. I really appreciated his willingness to listen to my background, understand my career aspirations and help me think through potential directions. The session was particularly useful in broadening my understanding of the different opportunities available across digital assets and traditional investment management. I found the discussion around investment research, fundamental analysis, financial modelling, fund selection and investment due diligence especially valuable. It helped me think about and identify alternative pathways such as digital asset investment research, fund of funds, manager selection, venture capital and investment strategy. I also appreciated the practical suggestions of companies and organisations to explore, as well as the discussion around the skills and experience needed to move into these areas. Andre was knowledgeable, encouraging and generous with his advice, and I came away with a clearer sense of the opportunities worth investigating and some useful next steps. Thank you for a really helpful session!”

Webster University

Class of '28 Oct 2026 Cohort

5.00/5

Asset Management Mock Interview

“Dimitri is a really good mentor. His subject matter expertise combined with him just being a really nice guy helped me so much through the entire process. His advice is super actionable, the repeated rounds never feel repetitive simply because there is always something new he can share and it's really nice how tailored his advice is and how he is doing the research himself beforehand.”

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3 Comments

Whatever1984

AM

7y

Alcohol and Xanax. There's no way I could swing that job, and I know two people who took pay cuts to get out of it.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.

bondfundy69

?

7y

ironically my firm drug tests new hires.. haha. pretty much everyone on the desk takes something to get thru the day. it's a never ending grind. any advice for getting out of sales? I'm doing my MBA in finance at a reputable school. goal is to move into an analyst role at an asset manager like mine or join a RIA/wirehouse on their investment side. also considering IB/corp finance/consulting

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Whatever1984

AM

7y

Ea et et et reiciendis dolor. Omnis nostrum odio voluptatem culpa doloremque occaecati velit. Quia at nobis ad. Error minima aut fuga sit et itaque minus. Qui iure corporis quia quis qui. Ipsum magni itaque qui praesentium. Iste sunt ut necessitatibus ut.

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The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.

+26	How cooked is Portfolio Analysis	7	2w
+24	Am I Crazy for Wanting to Pursue Institutional Sales/IR Over Banking or S&T?	5	2w
+22	Thoughts on OCIO Portfolio Management	9	1d
+12	Need Career Guidance	1	2d
+11	Why the CFA is a joke.	6	1w
+11	Considering corporate finance pivot from asset management	2	2w
+9	Research Analyst -> Finance Pipeline?	2	3w
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+9	GS Summer 2027 Internship Singapore FICC “second round” – is there a superday after? + GS London AM timeline	3	23h
+8	Opinions on Connor, Clark, and Lunn Infrastructure?	5	1w

1	redever	99.2
2	kanon	99.0
3	Secyh62	99.0
4	BankonBanking	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
7	GameTheory	98.9
8	dosk17	98.9
9	CompBanker	98.9
10	Kenny_Powers_CFA	98.8

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internal wholesaler tips/advice

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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internal wholesaler tips/advice

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