Investment Analyst Interview Questions
Hey all,
I have first rounds of an Investment Analyst position at a boutique in the next couple of weeks. I'm wondering what I should expect for technical questions? I'm graduating this December, so I'm still fresh on your typical DCF related questions, but I'm wondering how in-depth they will go considering this is an entry level position?
My experience throughout college has been concentrated in mostly retail positions(brokerage assoc.), but I am determined to secure at analyst role post graduation. Cumulative GPA isn't too impressive at 3.1, but my major(Finance) GPA is decent at 3.7. Surprisingly ended up in the brokerage role after a wealth management internship, but as douchey as it sounds, I feel like I deserve a lot more after earning my degree. The guys I work with make a ton of money, but very few of them know anything at all about the markets.
So, if anyone could provide me with some subjects I should brush up on before the interview, I would greatly appreciate it. Thanks!
ImNoBanker, hey, look at the bright side, at least you didn't get a ton of monkey shit thrown at you...here is my best guess on threads that might be helpful:
More suggestions...
If those topics were completely useless, don't blame me, blame my programmers...
I have an upcoming interview for a senior investment analyst position with $6B+ trust which will feature a case study, how s (Originally Posted: 10/03/2015)
I am currently a second year IB analyst at a well-known MM bank. Through a headhunter, I learned about an Investment Analyst position with a $5B+ trust benefiting a well-known non-profit organization. The trust primarily invests in various investment funds, rather than direct investments. The headhunter told me that interview process will likely feature a case study portion.
Based on the somewhat limited information I've found online I believe the case study will involve being presented with various investment funds, and I will have to analyze each and present which ones I would invest in.
Does anyone have any advice on what to expect, and how I can best prepare?
Be able to talk about the markets and if the role is for a specific asset class(es) make sure you know the trends affecting those areas. Case study will most likely be manager analysis related.
Feel free to pm me with any specific questions. If you want to ask about the firm specifically you can pm that too and I'll give any information I have.
PM sent. I appreciate the help.
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