Investment Representative Interview Questions

17,386 investment representative interview questions shared by candidates

Case study Objective Please could you talk us through the following case study, allowing c. 10 minutes for your overview and c. 10 minutes for questions. Please note that this is a verbal exercise so no slides are to be presented. Make sure to respect the above timing. We are not looking for a detailed response but more interested in your understanding of the major issues/risks and the potential recommendations. Case study You are a member of a team reviewing the asset allocation of a pension scheme. You have the following information about the scheme: Results from the last valuation: Assets: €800m Liabilities: €1,000m The pension scheme has an agreed funding proposal with the regulator and receives appropriate contributions from the sponsoring employer Current asset allocation Asset class Weight Bonds / Credit 20% Global Equities 35% Multi Asset Funds 10% Global Property 15% Hedge Funds 5% Global Private Equity 15% A. What additional information if any do you need to assess the investment risk of the scheme? (You will need to make some assumptions to respond to the below questions) B. What are the key investment risks of the scheme in your opinion? C. What changes to the asset allocation, either now or in the future or both, would you suggest addressing these risks? D. What would be your headline advice on this pension scheme?
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Investment Analyst

Interviewed at Electricity Supply Board (ESB)

4.2
Mar 30, 2018

Case study Objective Please could you talk us through the following case study, allowing c. 10 minutes for your overview and c. 10 minutes for questions. Please note that this is a verbal exercise so no slides are to be presented. Make sure to respect the above timing. We are not looking for a detailed response but more interested in your understanding of the major issues/risks and the potential recommendations. Case study You are a member of a team reviewing the asset allocation of a pension scheme. You have the following information about the scheme: Results from the last valuation: Assets: €800m Liabilities: €1,000m The pension scheme has an agreed funding proposal with the regulator and receives appropriate contributions from the sponsoring employer Current asset allocation Asset class Weight Bonds / Credit 20% Global Equities 35% Multi Asset Funds 10% Global Property 15% Hedge Funds 5% Global Private Equity 15% A. What additional information if any do you need to assess the investment risk of the scheme? (You will need to make some assumptions to respond to the below questions) B. What are the key investment risks of the scheme in your opinion? C. What changes to the asset allocation, either now or in the future or both, would you suggest addressing these risks? D. What would be your headline advice on this pension scheme?

For final round interviews, there were brain teasers in each interview. Example: There are 12 blue socks and 8 black socks in a drawer. The lights are turned off so you can't see the socks. How many socks do you need to pull out until you're sure you have a matching pair.
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Investment Analyst

Interviewed at Prudential

3.7
Oct 29, 2011

For final round interviews, there were brain teasers in each interview. Example: There are 12 blue socks and 8 black socks in a drawer. The lights are turned off so you can't see the socks. How many socks do you need to pull out until you're sure you have a matching pair.

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