Upload Button Icon Add office photos

Filter interviews by

Invesco Mutual Fund Interview Questions, Process, and Tips

Updated 5 Feb 2025

Top Invesco Mutual Fund Interview Questions and Answers

View all 9 questions

Invesco Mutual Fund Interview Experiences

Popular Designations

6 interviews found

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed before Feb 2024.

Round 1 - Aptitude Test 

Maintain a similar format as the CAT with a passing criterion of 60%.

Round 2 - Group Discussion 

The merger of an overseas asset management company with an Indian firm and its subsequent effects on the Indian asset management industry following the merger.

Round 3 - Technical 

(5 Questions)

  • Q1. What is the structure of callable bonds?
  • Ans. 

    Callable bonds are bonds that can be redeemed by the issuer before the maturity date.

    • Callable bonds give the issuer the right to call back the bond before the maturity date.

    • Investors receive a premium for accepting the risk of early redemption.

    • Callable bonds typically have a call schedule outlining when the issuer can call back the bond.

    • Examples of callable bonds include corporate bonds and municipal bonds.

  • Answered by AI
  • Q2. What is the difference between the Sharpe Ratio and the Treynor Ratio?
  • Ans. 

    The Sharpe Ratio measures risk-adjusted return by comparing the excess return of an investment to its volatility, while the Treynor Ratio measures risk-adjusted return by comparing the excess return of an investment to its systematic risk.

    • Sharpe Ratio considers total risk (standard deviation) in the denominator, while Treynor Ratio considers systematic risk (beta).

    • Sharpe Ratio is more suitable for evaluating diversifie...

  • Answered by AI
  • Q3. What is the difference between open-ended and closed-ended funds?
  • Ans. 

    Open-ended funds allow investors to buy and sell shares at any time, while closed-ended funds have a fixed number of shares and are traded on exchanges.

    • Open-ended funds issue and redeem shares based on demand from investors

    • Closed-ended funds have a fixed number of shares that are bought and sold on exchanges

    • Open-ended funds are priced based on the net asset value (NAV) of the underlying securities

    • Closed-ended funds can...

  • Answered by AI
  • Q4. What is your understanding of the term "compliance"?
  • Ans. 

    Compliance refers to adhering to rules, regulations, standards, or laws set by an organization or governing body.

    • Compliance involves following guidelines to ensure ethical and legal practices within a company.

    • It includes meeting industry standards, laws, and regulations relevant to the business.

    • Non-compliance can result in penalties, fines, or legal actions against the organization.

    • Examples include adhering to data pro...

  • Answered by AI
  • Q5. What is your understanding of call and put options?
  • Ans. 

    Call options give the holder the right to buy an asset at a specified price, while put options give the holder the right to sell an asset at a specified price.

    • Call options are used when the investor believes the price of the asset will rise above the strike price before the expiration date.

    • Put options are used when the investor believes the price of the asset will fall below the strike price before the expiration date.

    • ...

  • Answered by AI
Round 4 - HR 

(4 Questions)

  • Q1. What makes you believe you are suited for this job?
  • Ans. 

    I possess strong analytical skills, a keen interest in business operations, and a proven track record of problem-solving.

    • Strong analytical skills demonstrated through academic achievements and previous work experience

    • Keen interest in business operations shown through relevant coursework and extracurricular activities

    • Proven track record of problem-solving highlighted by successfully resolving complex issues in previous

  • Answered by AI
  • Q2. Can you provide an example of how your skill set has been applied in your practical life?
  • Ans. 

    My skill set in problem-solving was applied when I successfully resolved a conflict between team members at work.

    • Identified the root cause of the conflict

    • Facilitated a discussion to address concerns and find common ground

    • Implemented a solution that satisfied all parties involved

  • Answered by AI
  • Q3. How would you describe your collaborative skills?
  • Ans. 

    I possess strong collaborative skills, demonstrated through successful teamwork and effective communication.

    • I have experience working in team-based environments

    • I actively listen to others' ideas and perspectives

    • I am able to communicate effectively and respectfully with team members

    • I am open to feedback and willing to compromise for the success of the team

  • Answered by AI
  • Q4. If you were a wealth manager for a 40-year-old client looking to invest a corpus of 10 million INR with the goal of growing it to 50 million INR in the next 15 years, how would you strategically allocate t...
  • Ans. 

    Diversify the 10 million INR across various asset classes to achieve the goal of growing it to 50 million INR in 15 years.

    • Allocate a portion to equities for long-term growth potential

    • Invest in fixed income securities for stability and income generation

    • Consider alternative investments like real estate or commodities for diversification

    • Regularly review and rebalance the portfolio to ensure alignment with client's goals

  • Answered by AI

Business Trainee Interview Questions asked at other Companies

Q1. What is the difference between the Sharpe Ratio and the Treynor Ratio?
View answer (1)

Associate Interview Questions & Answers

user image Vishwanath Eskuri

posted on 11 May 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before May 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all Resume tips
Round 2 - Technical 

(3 Questions)

  • Q1. What are financial services?
  • Ans. 

    Financial services refer to the services provided by the finance industry.

    • Financial services include banking, investment, insurance, and other related services.

    • These services help individuals and businesses manage their money, invest in assets, and protect against financial risks.

    • Examples of financial services include checking and savings accounts, credit cards, loans, stocks and bonds, and insurance policies.

    • Financial...

  • Answered by AI
  • Q2. What is a capital market?
  • Ans. 

    A capital market is a financial market where companies and governments can raise long-term funds.

    • Capital markets facilitate the buying and selling of long-term financial instruments such as stocks, bonds, and derivatives.

    • They provide a platform for companies and governments to raise funds for investment and growth.

    • Investors can earn returns on their investments through dividends, interest payments, or capital gains.

    • Exa...

  • Answered by AI
  • Q3. What is a futures contract?
  • Ans. 

    A futures contract is a legal agreement to buy or sell a particular commodity or financial instrument at a predetermined price and date in the future.

    • Futures contracts are traded on exchanges and are standardized in terms of quantity, quality, and delivery date.

    • They are used by traders and investors to hedge against price fluctuations or to speculate on future price movements.

    • Examples of futures contracts include those...

  • Answered by AI
Round 3 - Technical 

(3 Questions)

  • Q1. Explain IPO process
  • Ans. 

    IPO process is the process of a private company going public by offering its shares to the public for the first time.

    • The company hires an investment bank to underwrite the IPO

    • The investment bank helps the company determine the offering price and number of shares to be sold

    • The company files a registration statement with the SEC

    • The SEC reviews the registration statement and provides feedback

    • Once the registration statemen...

  • Answered by AI
  • Q2. What is your academic project on, can you speak more about that?
  • Q3. Why do you want to work with Invesco?

Interview Preparation Tips

Interview preparation tips for other job seekers - Read the job description clearly and focus more on that, you'll get more questions based on the JD only.

Associate Interview Questions asked at other Companies

Q1. What is mean of TTR & why required for powder coating process ?
View answer (17)
Invesco Mutual Fund Interview Questions and Answers for Freshers
illustration image
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 Resume tips
Round 2 - HR 

(7 Questions)

  • Q1. What are your salary expectations?
  • Q2. Share details of your previous job.
  • Q3. Why should we hire you?
  • Q4. Why are you looking for a change?
  • Q5. Where do you see yourself in 5 years?
  • Q6. What are your strengths and weaknesses?
  • Q7. Tell me about yourself.
Round 3 - Technical 

(1 Question)

  • Q1. Complete financial market questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Invesco will ask you about financial market questions

Senior Associate Interview Questions asked at other Companies

Q1. On an average, how many invoices can you process in a day?
View answer (10)

Interview Questions & Answers

user image Anonymous

posted on 30 Sep 2022

I applied via Recruitment Consulltant and was interviewed before Sep 2021. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all Resume tips
Round 2 - HR 

(1 Question)

  • Q1. Background and behavioral
Round 3 - Technical 

(1 Question)

  • Q1. Technical questions and basic questions
Round 4 - Technical 

(1 Question)

  • Q1. Technical and scenario based

Interview Preparation Tips

Interview preparation tips for other job seekers - Get the basics right, work on Use cases and scenario based

Invesco Mutual Fund interview questions for popular designations

 Management Trainee

 (1)

 Senior Associate

 (1)

 Business Trainee

 (1)

 Trainee

 (1)

 Associate

 (1)

I applied via Campus Placement and was interviewed in Sep 2021. There were 3 interview rounds.

Round 1 - Aptitude Test 

They ask for finance related and english based questions. I my case there were 30 question.

Round 2 - HR 

(5 Questions)

  • Q1. What is your family background?
  • Q2. Why should we hire you?
  • Q3. Where do you see yourself in 5 years?
  • Q4. Tell me about yourself.
  • Q5. Other questions were based on Resume
Round 3 - Technical 

(1 Question)

  • Q1. The questions were related to finance, Mutual fund, and equity markets etc.

Interview Preparation Tips

Interview preparation tips for other job seekers - Keep your basics clear in finance.

Management Trainee Interview Questions asked at other Companies

Q1. What do you mean by balance sheet reconciliation could you explain briefly?
View answer (45)

Get interview-ready with Top Invesco Mutual Fund Interview Questions

Trainee Interview Questions & Answers

user image Raj Ram

posted on 17 Aug 2021

I applied via Naukri.com and was interviewed before Aug 2020. There were 6 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Finance

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepares

Trainee Interview Questions asked at other Companies

Q1. Ques1: There is a big file of words which is dynamically changing. We are continuously adding some words into it. How would you keep track of top 10 trending words at each moment? Ques2:Write a function that returns the length of the longes... read more
View answer (2)

Interview questions from similar companies

I applied via Walk-in and was interviewed before Jun 2021. There were 2 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 Resume tips
Round 2 - HR 

(1 Question)

  • Q1. Family background and experience last organization

Interview Preparation Tips

Interview preparation tips for other job seekers - It's not a job I saw it about a life When I saw this job for my future

I was interviewed before Sep 2016.

Interview Questionnaire 

1 Question

  • Q1. Growth prospects and compensation

Interview Preparation Tips

Round: Test
Duration: 25 minutes
Total Questions: 40

Round: Group Discussion
Tips: You should show how you can stand out in the competitive crowd
Duration: 5 minutes

Skills: Selling Skills, Analytical Skills

Interview Questionnaire 

1 Question

  • Q1. About banks in Indian market About kotak Savings accounts Current accounts Rate of interest NII NIV

I applied via Recruitment Consulltant and was interviewed before Mar 2021. There was 1 interview round.

Round 1 - HR 

(3 Questions)

  • Q1. Why are you looking for a change?
  • Q2. Tell me about yourself
  • Q3. What is the monthly target there in present company

Interview Preparation Tips

Topics to prepare for Kotak Mahindra Bank Assistant Manager interview:
  • Market Intelligence
  • Business Development
Interview preparation tips for other job seekers - Kotak mahindra Bank is Good industry and helping nature with team also good & salaries & Designation is good But work process very long & length
Contribute & help others!
anonymous
You can choose to be anonymous

Invesco Mutual Fund Interview FAQs

How many rounds are there in Invesco Mutual Fund interview?
Invesco Mutual Fund interview process usually has 3-4 rounds. The most common rounds in the Invesco Mutual Fund interview process are Technical, HR and Resume Shortlist.
What are the top questions asked in Invesco Mutual Fund interview?

Some of the top questions asked at the Invesco Mutual Fund interview -

  1. What is the difference between the Sharpe Ratio and the Treynor Rat...read more
  2. What is the difference between open-ended and closed-ended fun...read more
  3. What is your understanding of the term "complianc...read more

Recently Viewed

INTERVIEWS

McFadyen Digital

No Interviews

INTERVIEWS

WRENCH Solutions

No Interviews

DESIGNATION

INTERVIEWS

Orange Business

No Interviews

INTERVIEWS

Berkadia

No Interviews

DESIGNATION

DESIGNATION

INTERVIEWS

Nyati Group

No Interviews

INTERVIEWS

Smartworks

No Interviews

INTERVIEWS

SMEC

No Interviews

Tell us how to improve this page.

Invesco Mutual Fund Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
View more

Invesco Mutual Fund Reviews and Ratings

based on 52 reviews

4.1/5

Rating in categories

3.8

Skill development

4.2

Work-life balance

3.7

Salary

4.0

Job security

4.1

Company culture

3.6

Promotions

3.7

Work satisfaction

Explore 52 Reviews and Ratings
Client Reporting Analyst
8 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Business Analyst
7 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Manager
7 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Deputy Manager
7 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Analyst
6 salaries
unlock blur

₹0 L/yr - ₹0 L/yr

Explore more salaries
Compare Invesco Mutual Fund with

ICICI Prudential Mutual Fund

3.8
Compare

SBI Mutual Fund

4.0
Compare

Birla Sun Life Mutual Fund

4.2
Compare

Nippon Life India Asset Management

4.5
Compare
Did you find this page helpful?
Yes No
write
Share an Interview
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent