Asset Management
- 593
- questions
New to this? Read the lessons first. 6 tracks, in the order to learn them.
Open LearnDrill sets8 sets
- All topics593 questionsMixedEvery topic in one set, shuffled, the way a real interview jumps from your story to a DCF to a market question.Sign in to save scoresStart this set
- Behavioral, HireVue36 questionsInsight HireVueThe recorded first round for insight and sophomore programs.Sign in to save scoresStart this set
- Behavioral130 questionsBehavioralsWhy asset management, why this firm, active versus passive, and the STAR questions.Sign in to save scoresStart this set
- Markets92 questionsStock pitchA long term thesis, valuation, risks, and how it fits a real mandate.Sign in to save scoresStart this set
- Markets91 questionsMarketsRates, credit spreads, equities, and how the asset classes talk to each other.Sign in to save scoresStart this set
- Technicals102 questionsPortfolio and riskDiversification, benchmarks, tracking error, Sharpe, factors, and position sizing.Sign in to save scoresStart this set
- Technicals80 questionsValuationMultiples, DCF, dividend models, and valuing a business over a full cycle.Sign in to save scoresStart this set
- Markets98 questionsMacroInflation, central banks, growth, currencies, and how a macro view becomes a position.Sign in to save scoresStart this set
More ways to practice
- Cases7 cases played step by step, with exhibits, the math, and a model answer. The first is free.
- Voice mockAn interviewer asks out loud and you answer out loud.
- Timed interviewsA first round and a superday on the clock, scored at the end.
- Modeling testsBuild the model in a sheet against the clock.
- Terms76 Asset Management terms, each with a worked example.
- Company sets15 firms, how each one interviews and what it asks.
How the interview runs6 stages
- 1ApplicationResume and short answers. Some firms ask you to choose public equity, fixed income, multi asset, or distribution up front.
- 2Online assessmentNumerical reasoning and situational judgment at the larger firms. Some add a short markets quiz.
- 3HireVueRecorded behavioral prompts plus a markets question: what are you watching, or pitch a stock in two minutes.
- 4First roundAn analyst or associate on an investment team. Why asset management, a stock or fund pitch, how you follow markets, and basic valuation.
- 5SuperdaySeveral portfolio managers and analysts. A deeper pitch defense, portfolio construction and risk questions, macro views, and fit with a long horizon, research driven culture.
- 6OfferOften a rotational analyst program, with team placement after the summer.
What gets askedShare by topic
Read next
- What is it like working in asset management?Practitioners describe analyst work, hours, and the usual paths into investment roles.WSO
- Day In The Life of an Asset Management Summer InternWhat an AM summer intern actually does hour by hour.WSO
- Asset Management Recruiting TimelineWhen AM firms open relative to banks, with notes on which firms recruit sophomore spring versus junior fall.WSO
- Asset Management SA 2027 TimelinesA sophomore asks when AM applications drop and a reply lists firm by firm windows.Reddit