Financial solutions advisor Interview Questions

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FactSet
Advisor, Client Solutions was asked...30 July 2021

Q1.Cost of Debt or Cost of Equity - which is higher? Q2. Difference between FDI and FII Q3. work of an investment banker Q4. Venture Capital and Angel Investor Q5. Enterprise Value and Market Capitalization Q6. Ratios and Financial Statements related questions Q7. ESG investing

4 Answers

FDI refers to buying a company or investing money directly into other company which is in international grounds and the investing company takes part in the management of the invested company. FII refers to investors investing in the financial instruments of foreign companies, they don’t involve in the management of company. Less

3. Investment banker providers wide range of services from launching an IPO to providing financial advices to the government. 1. They help in raising money through IPO, Bonds, Private placements etc 2. They offer underwriting to the IPO 3. They facilitate mergers and acquisitions of companies Less

4. Vc is the short form of venture capital , its a form of financing which is offered to startup and small businesses which are believed to have long term high growth potential, often venture capitalists are risky investors. Angel investor is an individual who invests in business, he invests money from his personal wealth unlike the venture capital firm which uses investment fund. Less

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Toromont

What qualities represent who you are?

2 Answers

Certicate of company I work for

I have experience in Electrical maintenance engineer

Deloitte

Mostly techinical questions and it is very good if you atleast ask any employee already working and ask them to explain about there process

2 Answers

What kind of questions were asked?

I knew what extactly they do and i explained them they were really happy with it and i got the job Less

Bank of America

Role play with interviewer. Interviewer calls you to invest in stock that was recommended by neighbor.

2 Answers

What is the interest and why is was clearly stated and are u already looking to try to invest a stock Less

It is your job to sell him on the idea of mutual funds. Ask him questions about his current situation, know the customer, understand asset allocation, understand diversification and give specific examples of why investing large amounts of money in one stock takes on a lot of risk. Less

Employment Office Australia

What makes you the right person for this role?

1 Answers

I described my past experience, skill-set developed over the years and passion for challenges ahead. Less

A. Farber & Partners

Background, and work examples were asked

1 Answers

Gave them my background and relevant work experience

Bank of America

Name a time when you had to overcome objection from a client how did you do it?

1 Answers

I gave a real story my answer was basically taking ownership of the problem and resolving it . Less

Bank of America

A real original question: Where do you see yourself in 5 years?

1 Answers

Thriving and being one of the top 3 in my position with a clear path for advancement to the next level. That is my standard answer if I ever got asked that, I don't think people really ask that question now. Less

Bank of America

What type of portfolio would you suggest to someone entering retirement. Low,med,high

1 Answers

Depends on the clients situation. Typically anyone entering retirement should look and lowering their risk exposure. However, its possible to stagger their portfolio where 80% in bonds or large cap industrials and 20% stocks. Again everyone situation is different Less

Bank of America

How do you disclose to a client how you are getting paid?

1 Answers

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