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
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.)
What other questions do you guys think they will ask on the interview. Do you think they would ask me to pitch a fund type? Also any good things I could practice on the Bloomberg Terminal that might come up/I can show them?
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.
Temporibus ipsa ipsam fugit quam reprehenderit. Dolor ea impedit minus ut ipsam sint. Laudantium molestias quod nihil nesciunt rerum nobis dolor. Ullam eos omnis tempora libero ut veniam ipsum qui.
Voluptatem eum consequuntur sit sunt ea id neque id. Saepe error consequatur praesentium eum.
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...