Hi,
I have an investment analyst interview for an investment company / asset manager (300 billion AUM), but I am not 100% sure what the role exactly entails and how to prepare for the interview. For context I am an actuarial analyst without a background in finance so this is probably why I'm unsure.
Below is a snippet of the job description.
The role focuses on meeting the investment advisory and portfolio reporting needs of institutional investors including superannuation funds, non-profit organisations, crown entities and corporate investors. In addition to supporting the consulting relationships, this role fulfils an important performance reporting and analysis function for the firms range of managed funds.
-
Prepare client and managed fund performance reports and analysis as required
-
Produce high quality letters, research reports and presentations for designated clients
-
Prepare and present technical and qualitative analysis covering all aspects of the investment decision-making process
-
Mathematical modelling, including strategic asset allocation modelling, risk analysis, sensitivity and scenario simulations
-
As required, provide support to Client Relationship Managers in managing client relationships and producing deliverables for clients and prospects
Any advice on what to learn / how to prepare or resources would be greatly appreciated!
Thanks :)
Quod vero dolor est magni repellendus. Ullam quia est cumque alias iure aliquam. Sit et accusantium adipisci eius. In molestiae aut soluta dolorem maxime. Quasi enim dicta libero aut alias natus.
Earum sit ad ab aut voluptas. Qui qui corporis eaque odio officia. Cum quibusdam voluptates magnam perspiciatis voluptates ipsa non. Ex vitae atque aut fugit quia eligendi enim sunt. Et nisi nostrum fugit nihil.
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...