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Invesco Portfolio Administrator Interview Questions, Process, and Tips

Updated 11 Dec 2020

Invesco Portfolio Administrator Interview Experiences

1 interview found

I applied via Campus Placement and was interviewed in Jun 2020. There were 4 interview rounds.

Interview Questionnaire 

12 Questions

  • Q1. They have asked about job descprtion
  • Q2. About invesco
  • Q3. Corporate Action types
  • Q4. Derivative types
  • Q5. Mutual funds types
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of securities.

    • Mutual funds can be categorized based on their investment objective, such as equity funds, debt funds, hybrid funds, etc.

    • Equity funds invest primarily in stocks, while debt funds invest in fixed income securities like bonds and treasury bills.

    • Hybrid funds invest in a mix of equity and debt sec...

  • Answered by AI
  • Q6. Difference between equity and fixed income
  • Ans. 

    Equity represents ownership in a company while fixed income represents a loan to a company or government.

    • Equity represents ownership in a company while fixed income represents a loan to a company or government.

    • Equity holders have a claim on the company's assets and earnings while fixed income holders have a claim on the company's debt payments.

    • Equity is generally considered riskier than fixed income as the value of equ...

  • Answered by AI
  • Q7. Money market and capital markets
  • Q8. Libour
  • Q9. Types of money market instruments
  • Ans. 

    Money market instruments are short-term, low-risk securities that provide liquidity to the financial system.

    • Treasury bills

    • Commercial paper

    • Certificates of deposit

    • Repurchase agreements

    • Federal funds

    • Municipal notes

  • Answered by AI
  • Q10. Points added in resume
  • Q11. Strength examples
  • Ans. 

    I am a detail-oriented and organized individual with strong analytical skills.

    • I have a proven track record of accurately managing large amounts of data

    • I am skilled in using Excel and other financial software

    • I am able to identify and resolve discrepancies in financial records

    • I am able to prioritize and manage multiple tasks effectively

    • I have excellent communication and interpersonal skills

  • Answered by AI
  • Q12. Family background

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and once you study the key words in job description as well as situational questions

Interview questions from similar companies

I applied via Naukri.com and was interviewed before Oct 2021. There were 4 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 - Group Discussion 

They just give you one topic and ask to discuss on it

Round 3 - HR 

(1 Question)

  • Q1. General questions about your resume and you.
Round 4 - One-on-one 

(2 Questions)

  • Q1. Different Derivatives
  • Ans. 

    Derivatives are financial instruments that derive their value from an underlying asset or security.

    • Derivatives include options, futures, swaps, and forwards.

    • Options give the holder the right, but not the obligation, to buy or sell an underlying asset at a predetermined price.

    • Futures are contracts to buy or sell an underlying asset at a future date and price.

    • Swaps involve exchanging cash flows based on different financi...

  • Answered by AI
  • Q2. Journal Entries, depreciation and amortization

Interview Preparation Tips

Interview preparation tips for other job seekers - Read about the company and be thorough in your knowledge

I applied via Naukri.com and was interviewed in Mar 2021. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. 1.General finance based questions about capital markets, derivatives. 2. Questions related to my existing process like swift, financial regulators, buy ins, short sale

Interview Preparation Tips

Interview preparation tips for other job seekers - Just prepare well and be confident.Have through knowledge about your existing process and finance basics..
Interview was easy and not that difficult to breakthrough.

Interview Preparation Tips

Round: Resume Shortlist
Experience: This is only resume shortlist out of the bunch of seekers.

Round: HR Interview
Experience: This is normal round to matching the skills and knowledge about the work.

Round: Technical Interview
Experience: In this round the question were modreate not so much tuff.

Round: Stress Interview
Experience: In this this was the case study based interview.

Skills: Portfolio Management

Interview Questionnaire 

1 Question

  • Q1. Basic accounting and financial topics. (Accounting concepts, Foreign Ex mkt, equity market, about custody, abt bonds, and I was having some experience so he asked more about my role, process, company an...

I applied via Referral and was interviewed before May 2020. There were 3 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. About Past Experience, Job Profile related, Operational questions and family background.
  • Q2. Same as Above

Interview Preparation Tips

Interview preparation tips for other job seekers - Just be Normal, answer what you know and he honest.

I applied via Campus Placement and was interviewed before May 2020. There were 3 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. All about financial reporting and accounting

Interview Preparation Tips

Interview preparation tips for other job seekers - Nil

I applied via Company Website and was interviewed in Apr 2020. There was 1 interview round.

Interview Questionnaire 

1 Question

  • Q1. About previous work experience and knowledge

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confidence, and give accurate information

I applied via Naukri.com and was interviewed in Aug 2020. There were 4 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. What is Trade confirmation, trade settlement and trade reconciliation complete process. Trade lifecycle.How to calculate deal price. How to use omgeo Alert we based application. CDS, spot, future, swaps,
  • Ans. 

    Trade confirmation, settlement, reconciliation process and trade lifecycle. Calculation of deal price. Use of Omgeo Alert. CDS, spot, future, swaps.

    • Trade confirmation is the process of verifying the details of a trade between two parties.

    • Trade settlement is the process of exchanging cash and securities to complete a trade.

    • Trade reconciliation is the process of comparing and resolving any discrepancies between the recor...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be genuine and confident
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Apr 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. HR focuses on soft skills, culture adaptibility, compensation discussions
Round 2 - Technical 

(1 Question)

  • Q1. Technical round consisted of Technical knowledge about the profile applied for, past experience and knowledge testing

Invesco Interview FAQs

What are the top questions asked in Invesco Portfolio Administrator interview?

Some of the top questions asked at the Invesco Portfolio Administrator interview -

  1. Difference between equity and fixed inc...read more
  2. Types of money market instrume...read more
  3. Mutual funds ty...read more

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Invesco Portfolio Administrator Salary
based on 41 salaries
₹3 L/yr - ₹6.5 L/yr
At par with the average Portfolio Administrator Salary in India
View more details

Invesco Portfolio Administrator Reviews and Ratings

based on 6 reviews

5.0/5

Rating in categories

4.5

Skill development

4.8

Work-life balance

4.0

Salary

4.7

Job security

5.0

Company culture

4.0

Promotions

4.7

Work satisfaction

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