Hi all,
I am being called in for a second round interview at a relative large (over $2bn AUM) PWM firm for a Senior Analyst interview. I have been told that I will be given a case study to do in-person. I wanted to know what to expect from this case study test? Anyone given one of these?
Thanks for your help.
| Private Banking or RIA? | 12 | 1w | ||
| +14 | Premed to Wealth Management | 2 | 4d | |
| +9 | Help with Job Offer | 1 | 3d | |
| +9 | Private banking and wealth destruction? | 1 | 3d | |
| +3 | Private Banking - VP - Salary in UK (Barclays) | 0 | 5d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Not qualified enough to be able to give exact details but I imagine it will have something to do with asset allocation given hypothetical client information
EPS, thanks for the response. That is what I figured as well. Hopefully someone on here can shed more light on it.
Thanks
Dolorem laudantium culpa vero iusto quas minima. Quas illo qui repudiandae expedita repellat perferendis qui. Ea earum ratione minus sit. In nihil fugit quaerat.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...