Investment Assistant Interview Questions

83

Investment Assistant interview questions shared by candidates

Top Interview Questions

Sort: Relevance|Popular|Date
UM
Assistant, Integrated Investments was asked...15 March 2016

Walk me through your resume. Tell me about yourself. Tell me about your internship and past experiences. What is your favorite TV show?

1 Answers

I talked about my school background including course work and projects. I also touched upon past part time jobs and time management skills. I included some personal info about myself like my hometown and person morals that are important to me in the work place. Less

Swiss Re

What is the issued with MBS securities?

1 Answers

I answered subprime losses and underwriting standards. The inverviewer wanted to hear convexity. Less

Capital Group

How would you describe your understaning of this position

1 Answers

speak with clients and advisors daily and set appointments

RBC Brewin Dolphin

What is your current view of the markets?

1 Answers

Competence-based questions e.g. when have you previously showed initiative?

Zenith Media

What do you know about programmatic trading?

1 Answers

I had researched this before so gave my point of view on it. Just look at how the industry is changing to trade in this manner and the inherent benefits. Show you are keen and don't worry about not getting the particulars right, we just want to see that you are enthusiastic and willing to learn. Less

Texas A&M Foundation

Where do you see an attractive area to invest in the short term and long term?

1 Answers

In the short-to-intermediate term, safe capital preserving sectors that provide current income are attractive in such an uncertain macro environment. Long-term, its not too early to start allocating to private market growth strategies. Less

Samsung Electronics

Tell us about you

1 Answers

My name is Kopiraj. I am from Sri Lanka. I am interested in Marketing.

RBC Brewin Dolphin

Why do you want to work at this branch of Brewin Dolphin specifically?

1 Answers

n/a

1. Where are you from? Go through resume. (They focus on you availability to work) 2. Could you talk about the current situation of Chinese financial industry? (Test your logic to answer a tough question rather than the knowledge) 3. If we want to purchase a local commercial bank, what factors we should consider? 4. How many days can you work per week? (I said 7, the interviewer joked that you should say 8)

1 Answers

I tried to narrow that big question down to specific question.

Rothschild & Co

All very generic. 1) What do you know about Rothschild? 2) Why wealth and private asset management? 3) How are we different from other PBs and WMs? ...

1 Answers

Thoroughly modern infrastructure all round these days, but old world principles and very much long term oriented in it's approach to managing money. Will cater to all kinds of UHNW clients - recently sold businesses and multi-generational wealth... Less

Viewing 1 - 10 of 83 interview questions

See Interview Questions for Similar Jobs

registered client service associateportfolio analystinvestment associatefinance assistantfinancial advisor traineeprivate client services sales assistant

Glassdoor has 83 interview questions and reports from Investment assistant interviews. Prepare for your interview. Get hired. Love your job.