Study materials for Investment Portfolio Manager position?

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SUMMARY

The discussion centers on preparing for an online test for an Investment Portfolio Manager position, which includes sections on Brokerage Firm Case Study, Excel, Data Proofing, and Logic. The participant is confident in Excel skills, particularly with vlookups and pivot tables, but seeks guidance on studying for the Brokerage Firm Case Study and Data Proofing. Recommendations include reviewing case studies to understand methodologies and searching for data cleaning techniques to identify common data issues. The participant has a two-week preparation window while balancing full-time and part-time jobs.

PREREQUISITES
  • Basic understanding of Excel functions, specifically vlookups and pivot tables.
  • Familiarity with financial concepts such as Time Value of Money (TVM) and probability.
  • Knowledge of data cleaning techniques and common data issues.
  • Ability to solve logic puzzles and brain teasers.
NEXT STEPS
  • Research case studies relevant to brokerage firms to understand analytical methods.
  • Study data cleaning techniques and create a checklist of common data issues.
  • Practice solving sample problems related to Time Value of Money and probability.
  • Engage with online resources or forums focused on logic puzzles to enhance problem-solving skills.
USEFUL FOR

Recent graduates in analytical fields, aspiring investment portfolio managers, and individuals preparing for finance-related assessments will benefit from this discussion.

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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