Mutual Fund Analyst Interview Questions


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Mutual Fund Accountant was asked...August 24, 2010

Why we should hire you.

2 Answers

Talk about all relevant skills and experience

Explain how you will contribute to the company’s mission.

SEI Investments

How do you handle having multiple deadlines and give an example?

1 Answers

I schedule everything out so I make sure I give enough time to each task. During my hardest semester in college where I took 6 major classes, I had constant deadlines which made it easy to get overwhelmed if I didn't allocate my time properly to each deadline. Using a calendar, I scheduled my time for whatever assignment, as soon as I got the assignment and this strategy helped me get straight As that semester. Less

State Street

Where do you see yourself in 5 years?

1 Answers

As a manager of a fund accounting tram for a large client w SSB.

State Street

What does State Street do?

1 Answers



On the continuum between short, light pieces and white papers, where do you fall in terms of what you like to write?

1 Answers

In the middle.

Banque Nationale du Canada/National Bank of Canada

What is the difference between a mutual fund and a hedge fund?

1 Answers

While there are several differences, the primary difference is the regulation that governs both. Mutual funds can be offered to the public where as a hedge fund will invite selected participants. Less


Can you stay 2 years for the commitment

1 Answers



What is the difference between TFSA and RRSP?

1 Answers

You should know this if you are considering this position with any sincerity.


What advice would you give someone if they want to invest long term.

1 Answers

First select the proper account. Second select the proper asset mix, taking into consideration their income, age, taxes, and they want to accomplish with that money. Less


Questions about customer service no question about mutual funds

1 Answers

To the best of my ability

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