Investment Writer Interview Questions


Investment Writer interview questions shared by candidates

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Legal & General
Responsible Investment Writer was asked...5 June 2022

I was asked about who their competitors were, which is often asked by potential employers, but is not easy to answer unless you have an insight into their marketing strategy, which you don't have when you don't work for the company yet. Once you do work for the company and know who the competitors are and what the marketing and other objectives are, and why, you can then approach your work accordingly.

1 Answers

I made a few guesses, based on who I know are offering similar products and services, to similar target audiences. Less

Capital Group

Why would you want to work for us specifically ?

1 Answers

Discussed what interested me about the company


Can you extract information from a portfolio manager and turn it into something? How much do you know about fixed income?

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I assured him I had successfully worked with portfolio managers and other upper level executives to develop marketing communications material. I am a skilled researcher, even though I'm not an expert. However, I learn quickly. Less


What do you know about the company? Why do you want the role?

1 Answers

Do your research and you are good as gold.

Wellington Management

Tell me about what you're doing at the moment

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I gave a moderately detailed overview

Fisher Investments

What is "monetary easing" ?

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I explained it was expansionary monetary policy undertaken by the Fed to lower interest rates and increase the money supply. Less


All were fairly presented and no "How many angels can dance on the end of a pin" type questions either.

1 Answers

Don't listen to me; I didn't get an offer.

Franklin Templeton Investments

My recollection is that the questions were fairly general about background and writing process and what I was looking for.

Titan Global Capital Management

Do you have any background with writing about investing?

Partners Group

First round is usually a resume based questions so make sure you know alot about what you put on your resume - which aspects of this role excits you the most and the least part - what are some the challenges face in the PE industry - tell me what do you know about this role ( investment writer) tips: be sure to mention the three main areas - have you consider other areas such as sell-side (equity research, mutual fund) - whats your weakness

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