Portfolio Manager Test Assessment

A portfolio manager is a person who manages a financial institution's asset and liability (loan and deposit) portfolios. On the investments side, they work with a team of analysts and researchers and are ultimately responsible for establishing an investment strategy, selecting appropriate investments and allocating each investment properly for an investment fund or asset management vehicle.
The Portfolio Manager owns primary responsibility for the underwriting quality, portfolio administration and credit quality of assigned portfolio working directly with Relationship Manager, Lenders, and other stakeholders within the Bank. 
  
KEY RESPONSIBILITIES: 

  • Responsible for the credit and monitoring of portfolio risks.

  • Working directly with Relationship Manager, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers. 

  • Identify and recommend changes and enhancements to the Bank’s lending policies and procedures, to best serve community and current market needs.

  • Responsible for full cycle of loan requests process. Provide financially and market analysis, obtain data to prepare a term sheet and write proposals to expand a lending business. 

  • As part of the underwriting process, requests all third party appraisals required and obtain reports while ensuring all is within compliance. 

  • Identify areas of concerns pertaining to a loan and discuss with Lender or Relationship Manager.

  • Primary contact for the coordination of information between a client and internal departments in the loan process. 

  • Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner. 

  • Works closely with Relationship Manager to manage maturing loans. 

  • Troubleshoot, report and manage activity on delinquent accounts at the various intervals.

  • Generate and provide requested reports as necessary on Team’s loan portfolio.


KEY SKILLS REQUIRED:

  • ANALYTICAL SKILLS [ABILITY TO ANALYZE FINANCIALLY AND PROJECT STATEMENT, CORPORATE AND PERSONAL TAX RETURNS] - Quantitative Aptitude, Abstract Reasoning

  • CRITICAL THINKING - Logical Reasoning

  • EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS - Verbal Ability and Reasoning

  • PROFICIENCY WITH MICROSOFT SUITE (WORD, EXCEL, POWERPOINT) - Microsoft Office

  • FINANCIAL ANALYSIS - Accounting and Finance

TEST DESCRIPTION

VERBAL ABILITY 
Verbal ability is essential because grammar and vocabulary is a prerequisite for good spoken and written English.

VERBAL REASONING
Reading comprehension indicates an ability to comprehend and reason with the concepts on a written page.

QUANTITATIVE APTITUDE 
Quantitative ability will indicate analytical thinking and problem-solving ability.

LOGICAL REASONING
Logical Reasoning is assessed through  
•    Statement/Conclusion
•    Cause /Effect and 
•    Statement/Fact questions
These questions will indicate the quality of deductive reasoning and inductive reasoning which contribute to Critical thinking ability.

ABSTRACT REASONING
Abstract reasoning will indicate the ability to think clearly, identify logical patterns, learn new skills and solve complex problems. It is an indicator of fluid intelligence and shows an ability to strategize.
 

 

Portfolio Manager Test Details: 60 Questions 80 minutes
 

  • Verbal Ability -                 08 Questions 08 minutes

  • Verbal Reasoning -           08 Questions 13 minutes

  • Quantitative Aptitude -      10 Questions 10 minutes

  • Logical Reasoning -          10 Questions 16 minutes

  • Abstract Reasoning -         08 Questions 13 minutes

  • Accounting and Finance -  08 Questions 10 minutes

  • MS Word 2013 -                  08 Questions 10 minutes

  • Test Duration: 57 min
  • No of Questions: 42
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