Interview Help - Interviewing with a small investment advisory firm

Hello WSO,

I'm going to be interviewing with a small Investment Advisory firm...any idea of what kind of questions I should expect? Any specific tech questions? Thanks in advance.

4 Comments
 
Snowman77Is this investment consulting? If yes, then expect general questions about asset allocation and the efficient frontier. Be prepared to talk about investment managers and portfolio management styles i.e. deep value, high quality. You need to have a general knowledge of all asset classes ranging from Large Cap to PE.
thanks for the feedback! in terms of gk on all asset classes and info on investment managers and styles, what is the best resource to get a quick crash course on this, especially for someone without direct experience? Thanks again for the info, very helpful!
 

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