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Job Skills Study materials for Investment Portfolio Manager position?

  1. Jul 27, 2016 #1
    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.
     
  2. jcsd
  3. Jul 28, 2016 #2
    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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