Portfolio Manager Test Assessment

Topics covered

  • MAQ (Multiple Answer Question)
  • MCQ (Multiple Choice Question)
  • Descriptive Question
  • White Board Simulator
  • Coding Simulator
  • Audio Question
  • Video Question
  • Case Study Question

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.
 

 

This pre-employment test is useful for hiring:
  • Portfolio Manager

Test details:

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

Portfolio Manager Aptitude Test

Question #1 of 1

The Buffalo Bills have played in Buffalo, New York since they were founded in 1959. The Bills are the only team to play in the state of New York as both other “New York” teams, the Jets and Giants, play in New Jersey. The team plays in the American Football Conference (AFC) East Division.
 
The name “Bills” was chosen as a result of a fan contest. The team was previously known as the Bisons but other teams in the area were also called the Bisons. Although Nickels, Blue Devils, and Bullets were considered, a local boy won the contest with the Bills. The word “Bill” refers to Buffalo Bill Cody and his gang and is meant to symbolize the wild frontier. Fittingly, their sponsor at the time was Frontier Oil.
 
The Buffalo Bills hold several records: They are the only NFL team to win four back-to-back conference championships, which they accomplished between 1990 and 1993. Unfortunately, they lost in the Super Bowl each year, becoming the only team to lose more than two consecutive Super Bowls, and the second team to lose four Super Bowls without winning one (The Minnesota Vikings have also lost four). Before the advent of the Super Bowl, however, The Buffalo Bills won league titles in 1964 and 1965.
 
The Buffalo Bills have had many Hall-of-Fame caliber players. O.J. Simpson spent most of his career with the Bills and was once the league’s all-time leading rusher. Thurman Thomas was the team’s star running back during its Super Bowl years and Jim Kelly was its quarterback. Bruce Smith considered one of the best defensive tackles in the history of the NFL, played most of his career with the Bills as well. Smith holds the career record for most sacks in by an NFL player (200) and was enshrined in the Hall-of-Fame in 2009.

Which question is answered in the second paragraph?

    • Why was the team named after Buffalo Bill Cody?

    • Who won the Super Bowl in 1991?

    • How many league titles did the Buffalo Bills win?

    • What team holds the record for winning the most Super Bowls?

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24.00 Out of 40.00
Pass
60%
03
23 Minutes

Java EE

9/10

Hibernate

3/10

Oracle PL/SQL

7/10

Analytical Thinking

5/10

Note:If score<= 30% then its a Weakness. If score >=70% then its a Strength.

Strengths

Java EE, Oracle PL/SQL, Analytical Thinking

Weaknesses

Hibernate

Happy

It was a good test for me, the questions were on the latest technology of java on which I am currently working. It was a great experience. Thank you!

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