Help!!
I just found out I have an assessment centre/superday in 3 days for SA 2025 role at a big asset management firm in London.
Here’s the catch: I know absolutely nothing about asset management, literally nothing. I applied mainly to banks and this was one of the random applications I chucked in. Does anybody have any idea what my game plan should be? Any crashcourses, comprehensive videos, or any resources which cover everything? For reference, I’ve been told that in the assessment centre we’ll be doing a case study, a ‘competency based interview’ and a presentation.
Also are there any typical asset management interview questions to be prepared for? Equivalent of “walk me through a DCF” but for AM.
Would understand valuation for stocks and bonds, just general corporate finance knowledge, good luck!
Do you reckon I’ll need to prepare a stock pitch?
If it's a long only asset management firm with stocks, yes I would have something prepared.
I would be familiar with the current market dynamics, how interest rates have been impacting stock bond allocations, sectors outlooks, portfolio theory (depends on what the firm does)
Figure out what type of AM it is for. Is it specific to fixed income, equities, wealth management, or something else? AM is pretty broad so any ability to narrow down possible questions they might ask is helpful. Know about the bank you’re interviewing at. Have some story about talking to someone who works there and why that made you want to apply. My super day was for a fixed income group so more of my questions focused on rates. Most of my super day was behavioral so if it’s similar, I’d spend time on identifying your answers to “tell me about a time when…” questions.
They haven’t told us which specific area we’ll be working in - Equities, fixed income or multi asset. So not sure how they’re going to go about that.
About speaking to someone in the firm, can I really make that up? Seems a bit dangerous. Thanks for the help though - I’ll make sure to have the behavioral questions ready!
I wouldn’t make anything up I’d find anyone you know who works at the firm and talk to them no matter what team. If you have no one, find some talking points on their website or from an interview with the bank’s CEO. Do some research to see what office location the interview is for and then find out if that office specializes in anything. If you have no idea what team it’ll be for, sharpen up for everything. You’ll need to know recent deals and big news (rate cuts, conflicts, election betting/hedging, world politics, just to name a few).
Find two stocks to pitch and have reasons to back them up.
Pick and industry you’re bullish on and have a pitch for it.
Awesome thanks
Just a quick follow up about the stock pitch, do you mean have a presentation fully prepared? Or just the detail to be able to speak about it
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