Institutional Sales & Client Relations - interview info wanted

Hi guys I am an M.Sc. graduate in international banking and finance. I have an interview next week with a large Asset Management company in the UK. Role is Sales and Client Relations. I would greatly appreciate an insight into a role of this kind as well as any info or tips in regards to the interview or possible interview questions. The interview is with the investment director of institutional sales and investment director of regional investments.
Thanks again and all the best.

Gie

 
Best Response

I just had a similar interview, but on the sell-side for a BB. Since I come from an econ background I got a ton of macro questions, like @"shorttheworld" stated. Some key questions:

  • What is a [insert product here]? Explain in detail. [Hypothetical scenario pertaining to product, usually pretty easy calc to test intuitive knowledge]
  • Pitch me a [industry coverage] stock.
  • What is going on in the markets currently? How do you think these things will affect [product]?

I would say to know your product inside and out at a basic level, expect detailed questions and follow-ups so make sure you know what you're talking about. My product was in FICC so I was grilled on macro knowledge. I would say if you focus on macro factors/drivers, specific product knowledge, and a long/short stock pitch you should be fine.

 

Thank you kruzon, really appreciate you guyus taking the time to help me. Wish I saw this earlier but this is only a 30 minute competency interview. Could I possbly get in to contact with you guys again for the final interview if I reach that. Then this will be more of an issue.

Gie Hannesson
 

Nisi est laboriosam cumque dolore aperiam natus unde. Quia laborum sapiente sit sunt expedita delectus qui quia. Aut ex voluptas ipsam ut minima. Rerum velit laboriosam earum. Ut nobis accusantium ab magni adipisci. Aliquam nesciunt ea eum. Repellendus eum in dolor dolorum sapiente enim omnis quae.

Laboriosam corporis exercitationem unde ullam magnam officia odio. Maxime sit nihil repudiandae. Totam amet atque perspiciatis nesciunt. Sed labore recusandae odit laborum voluptatibus cupiditate adipisci ipsa.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
numi's picture
numi
98.8
10
Kenny_Powers_CFA's picture
Kenny_Powers_CFA
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...”