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Mutual fund analyst Interview Questions

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Mutual Fund Analyst interview questions shared by candidates

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State Street
Mutual Fund Accountant was asked...31 January 2018

What does State Street do?

1 Answers

Investment

State Street

Where do you see yourself in 5 years?

1 Answers

As a manager of a fund accounting tram for a large client w SSB.

Thrivent

On the continuum between short, light pieces and white papers, where do you fall in terms of what you like to write?

1 Answers

In the middle.

TD

What is the difference between TFSA and RRSP?

1 Answers

You should know this if you are considering this position with any sincerity.

TD

What advice would you give someone if they want to invest long term.

1 Answers

First select the proper account. Second select the proper asset mix, taking into consideration their income, age, taxes, and they want to accomplish with that money. Less

Banque Nationale du Canada/National Bank of Canada

What is the difference between a mutual fund and a hedge fund?

1 Answers

While there are several differences, the primary difference is the regulation that governs both. Mutual funds can be offered to the public where as a hedge fund will invite selected participants. Less

Eaton Vance

How do you stay up to date with the news?

1 Answers

5 adjectives to describe yourself

Eaton Vance

Is there anything on your resume we should have asked you about?

1 Answers

A time when you had to diffuse a situation (customer service)?

Norrenberger

Questions about customer service no question about mutual funds

1 Answers

To the best of my ability

SEI Investments

What was the best thing about mutual funds?

1 Answers

Diversity

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