Asset Management Interview Prep w/ Little Lead Time

Hey guys,

To give some brief back story, I'm in BB ER and ready to make the move to buyside but not really interested in the hedge fund route.

So I recently applied to essentially a buyside long only role (think, >$400B AUM AM division of a large insurance company) that's decently relevant to my ER experience. They're looking for ~2-3 years experience + some relevant sector experience so I went ahead and applied.

Figured I had a decent shot as I had interned with this outfit in undergrad but on the fixed income side and left a good impression. A week or so after applying, HR reached out for a phone screen which was this past week. Absolutely felt like I crushed it and they said I'd hear back in a week and that it would likely be another phone interview with the PM followed by final round in person with the PM if I made it that far.

Then literally the next day they emailed me saying that the PM wants to meet with me in person immediately for later this coming week... which is flattering but it leaves no time to prepare haha... (especially since work is an absolute grind which makes it hard to prepare during the week).

TL,DR: So my question is, does anyone have advice on how to approach this? What sort of questions should I expect? How should I prioritize my limited lead time preparing? Thinking priorities are: 1) stock pitch (necessary to have a short in addition to long?), 2) what my investment philosophy is, and 3) general technicals + sector knowledge. Am I missing anything? Appreciate the help as always all

1 Comments
 

Nam in non eum cum neque rerum et. Quia quia voluptatem labore quasi placeat aliquam ipsa temporibus. Aut quia nemo id esse hic laboriosam. Nesciunt quisquam illo vel doloribus expedita deleniti aliquid. Aperiam voluptatem harum et molestiae.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”