Job Skills Study materials for Investment Portfolio Manager position?

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A recent graduate with a B.S. in Physics is preparing for an online test for an entry-level analytical position at an investment management firm. The test includes sections on a Brokerage Firm Case Study, Excel, Data Proofing, and Logic. The candidate feels confident in Excel and Logic but seeks guidance on studying for the Brokerage Firm Case Study and Data Proofing. Suggestions include reviewing case studies to understand methodologies and goals, as well as searching for resources on data cleaning to identify common data issues. For the Brokerage Firm Case Study, it's advised to focus on finance concepts like time value of money and basic probability, with a recommendation to find sample problems online. The candidate is concerned about the feasibility of preparing adequately within two weeks while managing a full-time sales job and a part-time bar job.
jasontodd
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I recently got my B.S. in Physics and began applying to various entry-level analytical jobs. An investment management firm is going to give me a 3 hour test online. The subjects are as follows:

Brokerage Firm Case Study
Excel
Data Proofing
Logic

I feel comfortable self studying vlook ups and pivot tables in excel and going over brain teasers for the logic section but I am completely lost on what materials I should study for Brokerage Firm Case Study and Data Proofing. The only thing I can think of is to read a ton of case studies and try to understand the goals/methods used. Does anyone have any recommendations? I have two weeks to prepare and work a full time sales job and part time bar job so I'm also wondering if this is a realistic goal.
 
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For the data proofing, I would do a search for data cleaning on the web and then create and memorize a list of typical data issues to look for. When working with data you're familiar with, most of data cleaning is pretty intuitive, but having a system can help you handle data you're unfamiliar with in a more systematic way.

Can't help much with the brokerage firm case study, but those problems often boil down to a combination of finance (e.g. TVM) and basic math (e.g. probability). Have you looked on the web for some sample problems?
 
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