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Balaji Associates Portfolio Manager Interview Questions and Answers for Experienced

Updated 9 Sep 2020

Balaji Associates Portfolio Manager Interview Experiences for Experienced

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Portfolio Manager Interview Questions & Answers

user image Sri Ganesh Narayanan

posted on 9 Sep 2020

I applied via Walk-in and was interviewed in Mar 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. 1. What are the best strategies for a bear market run in Derivatives?
  • Ans. 

    Short selling, put options, and hedging are some strategies for a bear market run in derivatives.

    • Short selling involves selling borrowed securities in anticipation of a price decline.

    • Put options give the holder the right to sell an asset at a predetermined price, providing protection against market downturns.

    • Hedging involves taking offsetting positions to minimize potential losses.

    • Using derivatives like futures contrac...

  • Answered by AI
  • Q2. What are the fund houses for which you have managed assets?
  • Ans. 

    I have managed assets for multiple fund houses including ABC Investments and XYZ Asset Management.

    • Managed assets for ABC Investments

    • Managed assets for XYZ Asset Management

    • Possess experience in managing assets for various other fund houses

  • Answered by AI
  • Q3. What is TOPS?
  • Ans. 

    TOPS stands for Total Portfolio Solution. It is a comprehensive investment management approach that aims to optimize portfolio performance.

    • TOPS is a strategy used by portfolio managers to maximize returns and minimize risks.

    • It involves diversifying investments across different asset classes, such as stocks, bonds, and commodities.

    • Portfolio managers use various techniques, including asset allocation and risk management,...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Stay cool and focussed.

Skills evaluated in this interview

Interview questions from similar companies

I applied via Referral and was interviewed before Mar 2021. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - HR 

(3 Questions)

  • Q1. What are your salary expectations?
  • Q2. Share details of your previous job.
  • Q3. Why are you looking for a change?
Round 3 - Technical 

(1 Question)

  • Q1. About process and total experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Be attentive. Always provide answer to the point. Explain your full experience in good and accurate manner. You need to provide full and constrictive information about your process/operation knowledge

I applied via Recruitment Consultant and was interviewed before Sep 2020. There were 4 interview rounds.

Interview Questionnaire 

7 Questions

  • Q1. Why you want to change the Job ?
  • Q2. What is accrual account and Journal entry ?
  • Ans. 

    Accrual account is a type of account that records revenue or expenses that have been earned or incurred but not yet received or paid.

    • Accrual accounting recognizes revenue and expenses when they are earned or incurred, regardless of when the cash is received or paid.

    • Accrual accounts are used to record these transactions until they are paid or received.

    • Journal entry is the process of recording a transaction in the accoun...

  • Answered by AI
  • Q3. What is prepaid accounts and its journal entry ?
  • Q4. Difference between the amortization and Depreciation ?
  • Q5. Golden Rules
  • Q6. Reconciliations meaning and process
  • Ans. 

    Reconciliations involve comparing financial records to identify discrepancies and resolve them.

    • Reconciliations are important for ensuring accuracy in financial reporting.

    • The process involves comparing two sets of records, such as bank statements and accounting records.

    • Any discrepancies are identified and investigated to determine the cause.

    • Examples of reconciliations include bank reconciliations, accounts receivable re

  • Answered by AI
  • Q7. Self Introduction ?

Interview Preparation Tips

Interview preparation tips for other job seekers - If you are applying for R2R, you should know the Accounts. 1st question of the Interviewer would be Introduction. He wants to know why you want to change your Job.

I applied via Referral and was interviewed in Feb 2020. There were 4 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. 1. about your work experience and projects which i have handled
  • Q2. 2. What challenges you have faced?
  • Q3. 3. Some exercise based on the logics in SAS. I have to write logics.
  • Q4. 4.common questions like what is the difference between dupkey and nodup. Difference in put and input. Macros

Interview Preparation Tips

Interview preparation tips for other job seekers - Just say what you did do not frame anything which you never did.

I applied via Naukri.com and was interviewed before Dec 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. About your previous experience

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident on your answers

I applied via Approached by Company and was interviewed before Jul 2021. There was 1 interview round.

Round 1 - Technical 

(1 Question)

  • Q1. About your current profile

Interview Preparation Tips

Topics to prepare for Genpact Assistant Manager interview:
  • Cost sheet
  • Cost center
Interview preparation tips for other job seekers - You must be good in your current profile. Due to connectivity with various companies you must have good communication. As i am finance professional so excel is must with gopd hand

I applied via Referral and was interviewed before Jan 2021. There were 4 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. What tools do you recommend for content authoring?
  • Ans. 

    There are several tools available for content authoring, depending on the type of content and the level of expertise.

    • For beginners, tools like Grammarly and Hemingway can help with grammar and readability.

    • For more advanced users, Adobe Creative Suite and Microsoft Office are popular options.

    • Content management systems like WordPress and Drupal are also useful for creating and managing content.

    • Collaboration tools like Go...

  • Answered by AI
  • Q2. Adobe Captivate is a standalone authoring tool and one of the best tools with rich features.

Interview Preparation Tips

Interview preparation tips for other job seekers - TR panelist are industry experts so you need to prepare well for the TR round.

Interview Questionnaire 

1 Question

  • Q1. Basic KYC AML

I applied via Naukri.com and was interviewed before Aug 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Accrual Accounting
  • Q2. Exchange Rate Translation

Interview Preparation Tips

Interview preparation tips for other job seekers - Get your accounting basics strong

Interview Questionnaire 

1 Question

  • Q1. Technical experience

Interview Preparation Tips

Round: Test
Experience: Aptitude and reasoning

Balaji Associates Interview FAQs

What are the top questions asked in Balaji Associates Portfolio Manager interview for experienced candidates?

Some of the top questions asked at the Balaji Associates Portfolio Manager interview for experienced candidates -

  1. 1. What are the best strategies for a bear market run in Derivativ...read more
  2. What are the fund houses for which you have managed asse...read more
  3. What is TO...read more

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