Asset and Wealth Management

Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's assets over time while mitigating risk. There are investment minimums, which means that this service is generally available to high net-worth individuals, government entities, corporations and investment banks.The role of an asset manager consists of determining what investments to make that will grow a client's portfolio. Rigorous research is conducted utilizing both macro and micro analytical tools. This includes statistic analysis of the prevailing market trends, interviews with company officials, and anything else that would aid in achieving the stated goal of asset appreciation. Most commonly, the asset manager will invest in equities, fixed income, real estate, commodities, and alternative investments.

Business Unit Overview

In Regards To Private Wealth, What Skills Are Needed For Success?
Do Alpha Generation Strategies Exist? If so, What Are They?
What Is A Typical Day Like For An Analyst In Wealth Management?
What Is A Typical Day Like For An Analyst In Asset Management?
What Types of Certifications Are Needed for CFA?
What's The Difference Between Wealth Management and Asset Management?

Behavioral Interview Prep

What Was Your Hardest Class in College and What Was Your Grade?
What Is Your Biggest Weakness?
What Is Your Biggest Strength?
Why Should We Hire You?
Give Me a Time You Failed?
How Do You Stay Abreast On The Markets?

Technical Interview Prep

How Does the Feds' Monetary Policy Affect the Equity and Bond Markets?
What Has Been Driving the Markets in 2019?
Do You Think the Stock Markets are Currently Overvalued?
Which Sectors Would You Invest in for 2019-2020?
If You Have a Wealthy Client Looking to Invest Money What Should You Do?
If You Have 100 Million Dollars How Would You Invest It?