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Portfolio Associate Interview Questions

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3,253 portfolio associate interview questions shared by candidates

Know vlookup, pivot tables, fuzzy match (later found out what this was after the test), and basic brokerage basics such as commission structures, account types (Individual, trusts, taxable vs. non-taxable). They also throw in logic questions at the end which are pretty much pointless in determining if a candidate would do well in a job.
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Associate Portfolio Manager

Interviewed at Aperio Group

3.9★
May 12, 2016

Know vlookup, pivot tables, fuzzy match (later found out what this was after the test), and basic brokerage basics such as commission structures, account types (Individual, trusts, taxable vs. non-taxable). They also throw in logic questions at the end which are pretty much pointless in determining if a candidate would do well in a job.

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