How do you prepare for an investor relations interview at a large asset management company managing multiple funds?
Speak with confidence, dress well and above all use an impressive array of financial jargon and cutting edge terms, as many as you can, to make the employer feel comfortable.
In modern times, you should also be familiar with some data science concepts.
E.g. how data visualization tools can help the customer extract value from the research reports.
Name a few big clients that you had handled in the past! if you are moving into the line for the first time, do discuss how you can add value to the portfolio and product structuring processes.
The investor relations officer builds upon a continuous feedback/loop received from the clients and the sales team, which enables the fund managers and the research department to fine-tune their work.
What does the customer want from your asset management company?

One answer might not suffice.
Investor relations is not really a basic marketing communication or sales pitch career per se.

Your knowledge of wealth management, portfolio advisory, risk management and financial modelling will matter a lot in addition to the usual business development skillsets.

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More from @SAH16928046

27 Aug
There is a vested commercial interest in increasing #complexity around everything.
Some scholars and intellectual propagandists would like to make things appear overly complicated because that is how they can make money.
#Complexity problem can be broken down by asking relevant straightforward questions and providing equally relevant simple-minded answers which address the root causes and understands the effects.
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26 Aug
Many students doing basic mathematics cannot distinguish between #iteration, #simulation, and #emulation as different methods of experiment design.
Even further surprised why so many students don't know the similarity and the difference between computation and calculation.
These are some of the basic mistakes which one, embedded into the mind, will work their way right into a workplace and destroy our educational foundations
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What they didn't realize is that VaR can be computed using different models aka methodologies, namely, HS, VCV, MCS.
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25 Aug
Did the #Irish Central Bank provide sovereign guarantees to buyers of Irish Bank Bonds and other contractual debt liabilities classified as fixed income securities, before the #GFC struck?
I asked this question after watching Professor Kelly on YouTube.
He was describing how the #Irish Central Bank allowed banks to import capital in large sums, and later lend it out to housing finance borrowers.
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#Ruin #Risk by definition is the gap between Unexpected #Loss and Expected Loss.
As the gap increases, the chances of financial ruin and #default rises too!
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25 Aug
What should I know about risk management for a job interview with an asset management and securities brokerage firm?
@IOSCOWIW @efc_global @MarketIntegrity @GARP_Risk
You need to know everything about Capital Markets at least.

Investment Banking and Asset Management Sector /brokerage require an exceptional understanding of debt and equity market instruments and asset classes.
Sound knowledge of derivative markets will add to your CV.
Read 15 tweets
24 Aug
Most of the #MBA Finance students who attended my masterclass in Investments and Portfolio Management did not know how to use the #VLOOKUP or #VLOOKDOWN XLS Functions
Most of them completed graded courses in CS.
And then students complain about the standard of business education?
Not only that!
Most of the MBAs specializing in Finance that apply for Industrial Placement Programs or internships, struggle to read and understand financial statements.
Does that surprise you?
Not me!
Because Finance Majors are not necessarily good at using #Accounting or #IFRS
I am dead against an MBA Finance Degree.
its neither fish nor fowl
You cannot become a Financial Planner only by reading business case studies or solving a few exercises or writing project reports using standard formats
Better opt for an MS or MSc in Finance with a focus on Maths
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