Portfolio Management Interview Questions

364 portfolio management interview questions shared by candidates

Walk me through your resume. What attracts you to this position? What do you understand the role to entail (this one's really important)? What skills are important for this job? Why are you interested in financial markets? What areas could you improve in? Have you ever failed at anything? What do you do on the weekend? An Excel test asking you to calculate returns on a client's portfolio over 3 quarters after a few changes to the portfolio, and standard percentage increases and decreases in individual securities contained in the portfolio. Word test asking you to read a memo, summarize it in 150 words and email the summary to a client. Also have lots of questions for them.
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Analyst, Portfolio Management Group

Interviewed at Hall Capital Partners

4
Dec 10, 2015

Walk me through your resume. What attracts you to this position? What do you understand the role to entail (this one's really important)? What skills are important for this job? Why are you interested in financial markets? What areas could you improve in? Have you ever failed at anything? What do you do on the weekend? An Excel test asking you to calculate returns on a client's portfolio over 3 quarters after a few changes to the portfolio, and standard percentage increases and decreases in individual securities contained in the portfolio. Word test asking you to read a memo, summarize it in 150 words and email the summary to a client. Also have lots of questions for them.

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