Envestnet Asset Management Office Assistant Interview Questions and Answers

Q1. Tell About yourself, tell about your home town
Ans. 
I am an Account Assistant with a passion for numbers and financial analysis. I come from a small town called XYZ, known for its rich cultural heritage and scenic beauty.
• XYZ is a picturesque town located in the foothills of the mountains.

• The town is famous for its annual cultural festival, where people from all over the region come to showcase their traditional dances and music.

• One of the main attractions in XYZ is the ...read more
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Q2. Tell about your family background
Ans. 
My family background is diverse and supportive.
• My parents are both professionals, my father is a lawyer and my mother is a doctor.

• I have two siblings, an older brother who is an engineer and a younger sister who is studying business.

• We have always been a close-knit family and support each other in our endeavors.

• Growing up, my parents instilled in us the values of hard work, integrity, and perseverance.

• Our family gather...read more
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Q1. Base accounts, golden rules of accounts, Journal enteries
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Problem solving, decision making, numerical ability

Q1. Which shift would you prefer to work?
Ans. 
I would prefer to work the day shift.
• I am most productive during the day and prefer to have my evenings free.

• I enjoy working in a well-lit environment and find it easier to focus during daylight hours.

• I am comfortable with the typical working hours of a day shift, which usually start in the morning and end in the late afternoon.

• I am able to maintain a better work-life balance with a day shift as it allows me to spend q...read more
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Q1. Write me a query to get the last month's data and it only runs 1st of everymonth
Ans. 
Query to retrieve last month's data on the 1st of every month
• Use the DATEADD function to subtract a month from the current date

• Filter the results to only include data from the 1st of the month

• Example: SELECT * FROM table_name WHERE date_column = DATEADD(month, -1, DATEADD(month, DATEDIFF(month, 0, GETDATE()), 0))
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Ai vs human resources

Q1. What is agile methology?
Ans. 
Agile methodology is a project management approach that emphasizes flexibility, collaboration, and incremental progress.
• Focus on delivering working software in short iterations

• Embrace changing requirements

• Encourage frequent collaboration between team members

• Use feedback to continuously improve the product

• Common frameworks include Scrum and Kanban
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Q2. Write a user story and edge cases
Ans. 
User story for a shopping website
• As a user, I want to be able to add items to my cart

• As a user, I want to be able to view my cart and update quantities

• As a user, I want to be able to proceed to checkout and make a payment
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