Know vlookup, pivot tables, fuzzy match (later found out what this was after the test), and basic brokerage basics such as commission structures, account types (Individual, trusts, taxable vs. non-taxable). They also throw in logic questions at the end which are pretty much pointless in determining if a candidate would do well in a job.
Describe a time when you were thrown into a situation without any direction.
Where would you invest $1million right now and why?
Regarding JD Regarding Job Experience Technical questions
What interests you about the firm?
Why are you interested in real estate?
1. tell me about yourself. why do you choose our company? what do you know about our company? what's your salary expectation? 2. presentation for the assignment and explain my work. 3. ?
Why do you want to work for Bellwether?
Why would you want to work for CalSTRS after working the private sector?
-tell us about yourself -hobbies/likes/dislikes/sports teams -how would you value a company -which valuation metrics do you prefer -are you working towards CFA
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