Investment Manager Interview Questions

385 investment manager interview questions shared by candidates

First interview: Tell me about yourself How does transaction/event "xyz" flow through the three financial statements? Pitch me an investment opportunity in the industry. Why do you want to change? What is your experience with financial modelling? And M&A? Case study / financial modelling: Build financial model from scratch Prepare a ppt presentation for the investment opportunity analyszed through the model (above) Find and amend the errors in a simple financial model provided
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Junior Investment Manager

Interviewed at Swiss Life Asset Management

3.8
Sep 26, 2024

First interview: Tell me about yourself How does transaction/event "xyz" flow through the three financial statements? Pitch me an investment opportunity in the industry. Why do you want to change? What is your experience with financial modelling? And M&A? Case study / financial modelling: Build financial model from scratch Prepare a ppt presentation for the investment opportunity analyszed through the model (above) Find and amend the errors in a simple financial model provided

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