Portfolio Management Interview Questions

374 portfolio management interview questions shared by candidates

HR questions : all about failure and how i could manage it. Technical 1st round : basic questions regarding my resume and the job i was applying for (portfolio management and economic theory) Technical 2nd round : Case regarding low volatility anomaly. Questions were wide. Some of the questions were easy as form a beta neutral portfolio but some were tricky.
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Analyst Economic Research and Portfolio Management

Interviewed at CPP Investments | Investissements RPC

3.6
Dec 30, 2015

HR questions : all about failure and how i could manage it. Technical 1st round : basic questions regarding my resume and the job i was applying for (portfolio management and economic theory) Technical 2nd round : Case regarding low volatility anomaly. Questions were wide. Some of the questions were easy as form a beta neutral portfolio but some were tricky.

Was drilled by one portfolio manager regarding highly specific financial ratios, which I failed to recall from my early MBA days. He then proceeded to pontificate as to why I was not able to answer the question given the fact that I was almost done with my MBA. Other questions were fairly straightforward and the remaining portfolio managers and COO were cordial.
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Portfolio Management Associate

Interviewed at Bradley, Foster & Sargent

4.7
Sep 20, 2013

Was drilled by one portfolio manager regarding highly specific financial ratios, which I failed to recall from my early MBA days. He then proceeded to pontificate as to why I was not able to answer the question given the fact that I was almost done with my MBA. Other questions were fairly straightforward and the remaining portfolio managers and COO were cordial.

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