Portfolio Management Interview Questions

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“You have a birthday cake and have exactly 3 slices to cut it into 8 equal pieces. How do you do it?”

“If you had 100 million dollars to do whatever with it you like, what would you do? Would you invest it? If so, what would be your first trade?”

“Was drilled by one portfolio manager regarding highly specific financial ratios, which I failed to recall from my early MBA days. He then proceeded to pontificate as to why I was not able to answer…”

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“What steps would you take as an IRA matured?”

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“Tell me about the different asset classes that we, at Hall Capital Partners, invest in? Tell me what Hall Capital Partners does?”

“Had to do some work on excel spreadsheet and a personality/IQ test”

“Excel task - creating spreadsheet with portfolio returns based on given information”

“Tell me your experience regarding portfolio management.”

“Name 5 corportations in the West coast and name their CEO, stock symbol, and current share price?”

“Describe your experience on your resume for me”

110 of 33 Interview Questions