AM - Investment Management Research Job

There's an opportunity at a BB AM division as an analyst in the investment management research position. The role is about researching managers and mutual funds.

Does anyone have any tips to prepare for an interview for this role? I got the portfolio management technicals down, as well as to how to compare funds against each other/benchmark. What else should I prepare for?

Thanks

4 Comments
 
Best Response

In terms of basic technical questions, I think you are well prepared. Like, they may ask you to pick a stock and why and some other stuff like what you mentioned above. Also focus on the market trends a little bit. They may give a broad question like "how do you think of the american equity/bonds/etc. markets", and then dig deeper depends on your answer.

If you have previous AM/ER experience, they may also ask you about the industry you were focused on. So you'd better know everything on your resume, and tell them in a proper way efficiently.

I am interning at a big AM firm in their portfolio management team, the screening process here also involves a lot of qualitative analysis. So you may wanna look at those as well, but I am not sure if BB AM apply those things as well. (Porter's five force analysis/value chain etc.)

 

I actually doubt they will ask you to talk in depth about a stock. Remember, you are picking managers who pick the stocks. Your job is very macro based, and how the managers fit into your master portfolio.

 

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