The interview process emphasized portfolio management techniques, performance measurement, and asset allocation. I was asked about my experience with mutual funds, ETFs, and alternative investments.
Questions asked during the interview:
- How do you approach portfolio construction and asset allocation based on client risk profiles?
- What tools do you use for performance measurement and benchmarking portfolio returns?
- Can you explain how you handle asset classes like fixed income versus equities in a diversified portfolio?
- How do you assess the impact of market conditions on asset performance and adjust portfolios?
- Can you discuss a time when you successfully rebalanced a portfolio to better align with client objectives?