Getting hired for a job in investment management can be highly competitive. Standing out amongst other candidates requires thorough preparation and insight into the types of questions you’ll face during the interview process. This article provides an overview of what to expect in an investment management recruitment interview along with example questions and answers to help you excel.

Understanding the various stages of an investment management recruitment process
Elaborate on the typical multi-stage recruitment process for investment management roles including phone/video screening, assessment tests, panel interviews, case studies, presentations, etc. Provide tips for approaching each step.
Reviewing common technical interview questions on investment management concepts
Provide a set of sample technical questions testing knowledge of portfolio management, financial modeling, valuation, asset allocation, risk metrics, and investment performance analytics. Give example responses.
Preparing for investment management behavioural interview questions
Discuss the behavioural interview questions assessing soft skills that are typical in investment management interviews – teamwork, communication, leadership, problem solving, attention to detail. Furnish illustrations.
Being ready for the key stages, technical questions, and behavioural evaluation in an investment management interview process allows you to showcase your talents fully. This guide summarizes what to expect and how to succeed.