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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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well I have a phone interview upcoming and was wondering how I should prepare.. are they selling to institutions or also uhnw ?
Depends on the type of internal role. Internals will support an external or two in their designated territory. Calling on wirehouses and RIA's, pitching funds and trying to setup meetings for your external partner. On the institutional end you are working with pension funds, endowments and foundations instead of the wirehouses and RIA
thank you
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