Interview Preparation for Portfolio Management Analyst at an RIA

For reasons that remain mysterious to me, I have a final-round interview a FoF this week, and I am looking for advice and resources on preparing for it. 

I have two interviews, one with a MD and the other with a VP, and a third with someone from HR. I also have an excel case study that is meant to test my thought process in an investment situation, but not of my knowledge on investing. 

While I am a finance major (dog-shit school), I feel like I don't know a lot about finance. I have my series 7/63 and currently work in customer relations for a BD, but I am generally unsure about what I want from a career. 

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  • Associate 1 in RE - Comm
1y 

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