Private wealth solutions, I guess it is more like portfolio analytics. You're going to do portfolio construction asset allocation at best and help the investment strategy development businesses. You would also likely need to look at performance measurement and risk attribution. Get prepared for performance, risk, portfolio construction, asset allocation, reporting stuff. They will likely ask SQL Python basics as well I will bet.

 
Most Helpful

Went through their process. Very behavioral. Specific questions might be more oriented towards portfolio construction or asset allocation, market conditions, etc.—literally the job of an average PWM. Understand how the group functions to make BX products accessible to individual investors, and helps to expand the client footprint.

 

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