Portfolio Manager of Equity Funds Job Interview Questions & Answers

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Got an interview coming up where you’re applying for the role of a Portfolio Manager of Equity Funds? Don’t sweat it! Listed below, you’ll find some of the most common Portfolio Manager of Equity Funds interview questions as well as some examples of how to answer. Check em out below and thank us later!

What experience do you have as a Portfolio Manager of Equity Funds?

This one’s pretty simple – discuss your experience as it relates to the job you’re applying for. Don’t get caught off guard by this question should you not any actual experience. Plan ahead and have something relatable to share. In this way, you can turn a simple ‘no’ into an opportunity to demonstrate your awareness of related skillsets.

Answer Sample:

I believe that in order to be an effective x you really require a great deal of y. In college, I worked with z for 2 years and really belive I gained a strong sense of what its like to succeed in x

Things are changing quickly in our industry. What do you feel are the biggest challenges within the role of Portfolio Manager of Equity Funds?

There are a variety of ways to answer this one. Try discussing ‘buzzworthy’ topics like AI, software, and inexpensive labor. However, be prepared to explain why you answered the way you did – and do some research ahead of time.

Answer Sample:

Its hard to know for sure with industry factors such as x and y changing so many things – all I can say is that Im excited for the challenges that come with that

What systems have you developed to reduce/eliminate errors in your work?

While we all make mistakes, accountants can afford no such luxury. While you may be a caped crusader with superhuman error-free work skills, your interviewer won’t buy it. What your interviewer seeks here is a process for quality control.

Answer Sample:

Rain or shine, I always make sure that x is reviewed 3 times over and referenced against y before it goes out the door

Tell me about a time you used numbers to tell an effective story?

While it may be the epitomy of ‘nerdery’, story telling through data is a critical skill for those in the financial profession. The key to answering this question is focusing on the outcome of data you furnished – and why it mattered.

Answer Sample:

A client had struggled with x for nearly a decade until I was able to clearly present the issue visually – a lightbulb went off, and the clients business is better than ever

Tell me about a time when you received difficult feedback. How did you react?

One of the most difficult things to dispense – and receive – is critique of work. Anyone who has spent enough time in this industry realizes that human error is part of the job, and no one is perfect. Here, the important thing to do is let your interviewer know how you overcame this particular challenge. Was there ownership of a mistake, or deflection? By showing your cool in the reaction itself, you demonstrate leadership characteristics that employers love.

Answer Sample:

No one likes these situations, but Ive found that dealing with it factually and without predjudice tends to be the best approach

Would those that know you describe you as a detail oriented person? Why might they describe you that way?

Details, details, details! As an accountant, this is a serious requirement. Once again, saying it is one thing, being able to prove it is another.

Answer Sample:

By ensuring that x and y were carefully reviewed, the organization was able to save immensely on z

Which online tools, cloud software, or other accounting specific platforms are you familiar with?

These days, your mastery of accounting software is practically expected. In the event that you don’t have experience with popular software, familiarize yourself with industry standards ahead of time. Take some time to ensure you are able to to name popular applications, and have a solid idea of their purpose.

Answer Sample:

Im proficient in x and y, but ive ready tons of good things about z and would love to learn more about it

Culture is important to us here. Which style of work enviornment do feel most productive in?

Every company wants to find the perfect culture match for their organization. Many studies prove that hiring for culture first and ability second yields far superior results. While you may be a chatty extrovert, be mindful of your response here and how it may be perceived by the interviewer.

Answer Sample:

I succeed when expectations and accountability are in place, and equally enjoy a balance of working solo / working as a team”

What made you leave your last job – and why are you choosing us?

Tread lightly! This question can be a dealbreaker if answered improperly. Your desire for better compensation or venting about the ‘terrible leadership’ at your last job may leave your interviewer with the wrong impression of you. Even if you were let go, keep it short and concise, and avoid drama at all costs.

Answer Sample:

Working at x was a great experience for a vareity of reasons, but now its time to seek out new challenges

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