Feb 2025

Analytical/Technical interview question about Portfolio Performance for Mid-Level Asset Manager

How do you evaluate the performance of an investment portfolio?

Asset Manager

Analytical/Technical

Asked at

Vanguard

Difficulty :

Medium

Explanation

This question assesses your ability to measure success and make data-driven decisions to optimize investment portfolios. Recruiters want to see your understanding of performance metrics like IRR, Sharpe Ratio, and benchmarking against indices. A strong answer includes specific metrics you use, tools, and how you act on the results. Avoid vague or overly simplistic approaches.

Answer Example

I evaluate performance by comparing portfolio returns against benchmarks such as the S&P 500 or MSCI World Index. I also analyze metrics like Sharpe Ratio to assess risk-adjusted returns and use portfolio analysis tools like Morningstar Direct. For example, I identified underperforming assets in a portfolio and reallocated funds, improving the Sharpe Ratio by 0.3 and increasing overall returns by 8% within a year.

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Feb 2025

How do you evaluate the performance of an investment portfolio?

Analytical/Technical

Asked at

Vanguard

Difficulty :

Medium

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Explanation

Answer Example

Also check out

What is your process for designing levels that are both challenging and enjoyable for players?

Creative Thinking

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Medium

How would you assess the creditworthiness of a mid-sized manufacturing company with fluctuating cash flows?

Analytical

Asked at

TransUnion

Difficulty :

Medium

Can you describe a time when you used data analytics to improve the performance of a marketing campaign?

Analytical

Asked at

HubSpot

Difficulty :

Medium

What innovative strategies would you use to promote sustainability for an FMCG brand?

Creative Thinking

Asked at

Procter & Gamble

Difficulty :

Hard

Can you describe a time when you managed multiple projects with tight deadlines?

Behavioural

Asked at

UBS

Difficulty :

Medium

Designed to be stress-free.

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Step 2: Paste Job Description

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