Define and differentiate passive and active. Define diversification and ways to achieve more diversification.
Portfolio Associate Interview Questions
3,252 portfolio associate interview questions shared by candidates
Asked about investment strategy and process.
If given 2 time series with 5 yr returns each, how will you use them and what are your assumptions?
Why do you want to work for us?
Tell me about your process in analyzing/obtaining financial statements, rent rolls, operating statements, and net worth statements and what would you do if you consider it to be deficient
Bitte erklären sie den Lebenlauf, welche Aktien finden sie interessant
Tell me about any challenge you faced
Why BNY, walk through resume, why financial services.. etc.
What are your career goals?
1. What is role of custodian 2. What is corporate action 3. What do portfolio administrator do 4. Knowledge on excel 5. Basic HR questions
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