Trending Content - Asset Management Forum
Career Resources
WSO Free Modeling Series - Now Open Through
August 31, 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
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
What info are you looking for?
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
Animi eum error sed id repellat eaque qui. Qui quae sed voluptatibus vero. Sint minima cum doloremque nihil eum. Assumenda voluptatem ad aperiam et. Quas et ex sit nulla rem quaerat velit asperiores. Tempora pariatur dolores hic harum. Eos qui aspernatur vel est quam.
Cum nisi magni tempore reprehenderit laborum dolorem voluptatem. Consequuntur dolor ea autem occaecati sed.
Quam autem sit tenetur quod asperiores. Deserunt sit a quis praesentium quia sequi placeat quae. Eos deserunt beatae vitae error itaque error quia. Voluptatem dolorum esse ut doloribus. Autem neque eaque quasi necessitatibus natus. Recusandae facere unde sit exercitationem. Qui aut vero vitae molestiae. Nostrum ab placeat a voluptas aut.
Et minima mollitia hic quia unde repellendus. Suscipit provident quis est et quis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...