Portfolio Administrator Interview Questions and Answers

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 equity can fluctuate greatly while fixed income has a set int...read more

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

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 securities.

• Index funds track a specific market index, such as...read more

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