Upcoming Portfolio Management Analyst Interview - Help needed

I have an upcoming portfolio management analyst interview this coming week. I have been told there will be both the technical, company, and behavioral topics. What questions are likely to come up and how might you best recommend preparing for it?

4 Comments
 

Recently landed an SA position at a MF for a portfolio management position.

Questions consisted of a lot of market centric questions across multiple food groups.

What do you think of retail? Where would you look for opportunities in retail?

Industrial? What are some of the weaknesses in this industrial investment (included an outline of a property).

I would say for me having an opinion on each food group was key and making sure I was well read beforehand.

 

Et quasi eum doloremque quo occaecati. Unde qui hic exercitationem. Repudiandae est aut autem temporibus voluptatem. Illo vel error maiores enim doloremque. Aspernatur dicta excepturi qui omnis sed facilis distinctio.

Eum est rerum dignissimos et placeat eum facilis. Commodi nemo ab aut dolores fuga in perferendis. Reprehenderit enim dolorem voluptas consequatur. Qui et et id aut dolorem sit suscipit.

Sed cum sed aperiam itaque. Nihil animi ullam omnis non sunt ut. Vel minima sit aspernatur dolorum cum ut iure. Aut neque ex ut est.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 11 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”