Tell me about xyz on your resume
Portfolio Associate Interview Questions
3,247 portfolio associate interview questions shared by candidates
Asked about why DFA and what DFA's investment philosophy is.
How would you allocate a million dollars?
Walk me through the dcf valuation process
How would you calculate FCFF? How would you normalize earnings? Do you know about the hours? Tell me everything you know about preferred stock.
Why I am interested in the field and asked specific questions about my resume. Asked about specific excel functions. No situation questions or brain teasers.
Quantify 4 components of risk in the spreads between a bullet and a callable of different ranks in the corporate structure.
3 competency and 2 technical competency questions if memory serves but one that sticks out was around stakeholder management and building relationships.
What is your motivation for working at Oak street
Nothing particularly difficult or unexpected. It was more of a "fit" interview as the position was entry-level.
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