"Portfolio managers are expected to guide the investment strategy and asset allocation for clients or an institution. Prepare for an interview by going over your knowledge of specific markets, advising philosophy, and research strategies. The best candidates are confident and knowledgeable financial advisors with a proven history of satisfied clients and successful portfolios. A degree in finance or a related field is advantageous for this position."
How do WE end up being lead holders of names? Do YOU know what metric WE use for OUR sorts? Do YOU know the other factor WE sort for? What metric do YOU think WE'RE using to measure profitability? How do YOU think that WE decide what's in a high profitability portfolio and the cut-offs WE use? How do YOU think WE capture these drivers in OUR Core Strategy vs OUR market neutral strategy?
Describe Fama French model, CAPM. Tell us about yourself
Competency based - standard 1st round questions
How would you address a challenge from a colleague if they tell you what you propose is not working
Tell me about your investment style? Give me examples of positions you have taken, why and what you learned from each one.
How have you communicated a complicated technical concept to a non technical audience?
What is your trading strategy
What is your background?
What type of stocks do you invest in? Is your strategy scalable?
Why are you looking for a Permanent role rather than contract
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