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.
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.
+29 | What is Asset Management? | 3 | 2w | |
+25 | Scam - Remote Equity Analyst Role at Top LO | 7 | 2d | |
+20 | Workplace bullying or totally normal | 17 | 6d | |
+18 | Portfolio Associate Interview - Need advice! | 1 | 1w | |
+18 | Breaking into LO AM from FP&A... | 4 | 4d | |
+17 | BlackRock 2025 SA | 30 | 1h | |
Am I cooked? | 6 | 2w | ||
+15 | How to not be mentally drained by this job? | 4 | 1w | |
+13 | Do LO invest in businesses or stocks? | 3 | 3d | |
+12 | Private Credit to Fixed Income? | 3 | 5d |
Career Resources
anyone experience an interview like this? any info would be appreciated.
Is 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.
Ipsum vel sit quaerat aliquam. Non tempore quae et eum recusandae. Qui asperiores sit nihil aut animi fugiat sunt placeat.
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...