Citco Interview Questions, Process, and Tips

Written test. Mutual A funds and hedge funds. One caste study.

Q1. Hedge funds vs mutual funds
Ans. 
Hedge funds are for high net worth individuals and have higher risk and returns. Mutual funds are for retail investors and have lower risk and returns.
• Hedge funds are only available to accredited investors with high net worth and have a higher minimum investment requirement.

• Hedge funds have more flexibility in their investment strategies and can use leverage and short selling to increase returns.

• Mutual funds are open t...read more
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Q2. Subscription vs redemption vs PPM Trade life cycle in subscription
Ans. 
Subscription, redemption, and PPM are all part of the trade life cycle in investment management.
• Subscription is the process of an investor buying into a fund or investment product.

• Redemption is the process of an investor selling their shares or units in a fund or investment product.

• PPM (Private Placement Memorandum) is a legal document that outlines the terms and risks of an investment product.

• The trade life cycle in s...read more
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Q1. Cdd edd sdd difference
Ans. 
Cdd, edd, and sdd are terms used in the field of project management to refer to different types of project schedules.
• Cdd stands for Contractual Delivery Date, which is the date by which the project must be completed as per the contract.

• Edd stands for Estimated Delivery Date, which is the date by which the project is estimated to be completed based on current progress.

• Sdd stands for Scheduled Delivery Date, which is the...read more
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Q2. Regulatory websites
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Q3. Organizational charts ,risk factors
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Q4. Risk thresholds, explanation of documents for different types of investor types
Ans. 
Understanding risk thresholds and documents for different investor types
• Risk thresholds refer to the level of risk an investor is willing to take on in their investments

• Different types of investors (e.g. retail, institutional, accredited) have varying risk tolerances and requirements for documentation

• Documents for retail investors may include prospectuses, account statements, and risk disclosure forms

• Institutional inve...read more
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Q5. Screenings,high risk factors
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Q1. What is Derivatives
Ans. 
Derivatives in finance are financial instruments whose value is derived from an underlying asset or group of assets.
• Derivatives can be used for hedging against risk, speculating on price movements, or gaining exposure to assets without owning them.

• Common types of derivatives include options, futures, forwards, and swaps.

• Options give the holder the right, but not the obligation, to buy or sell an asset at a specified pr...read more
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Q2. What is financial Markets
Ans. 
Financial markets are platforms where buyers and sellers trade financial assets such as stocks, bonds, currencies, and commodities.
• Financial markets facilitate the flow of capital between investors and borrowers.

• They provide liquidity and price discovery for financial assets.

• Examples include stock exchanges like NYSE and NASDAQ, bond markets, forex markets, and commodity exchanges.
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Q3. V Lookup, X Lookup, H lookup
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Q4. Experience in SQL And Power bi
Ans. 
Experience in SQL and Power BI is essential for this role.
• Proficient in writing complex SQL queries to extract and manipulate data

• Experience in creating interactive reports and dashboards using Power BI

• Ability to optimize queries for performance and efficiency

• Familiarity with data modeling and visualization techniques

• Knowledge of DAX (Data Analysis Expressions) language for Power BI

• Experience in connecting to various d
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Q5. Internship Experience
Ans. 
I completed a summer internship at a financial firm where I analyzed market trends and created financial models.
• Conducted market research to identify investment opportunities

• Utilized Excel and financial software to create models for forecasting

• Presented findings to senior analysts and executives

• Collaborated with team members on various projects
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Q1. What specific challenges do you encounter in operations, and how would you manage them as an operations manager?
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Q2. What is derivatives? What are the types of derivatives? How will you reflect swaps in accounting records?
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