Interview Refresher

I assume there are a decent amount of people in a similar situation.

I am currently an accountant looking to break into a financial analyst role. I apply to a decent amount of jobs, but only get a promising interview every few months. Since I don’t use the CFA knowledge (I passed lvl 2 in 2011) on a regular basis, it slowly slips away.

Other people who don’t use CFA knowledge on a daily basis:

What is your proccess before interviews? Which books/concepts do you focus on?

The is for an entry level position at a small investment consulting firm that deals mostly with endowments. (I have 3 nights to prep)

Actually it slips away quickly.

You need to know what exactly the consulting firm does. They could suggest managers, evaluate their existing managers’ performance, look at current allocation, or any number of things. Its kind of a tough call to tell you what to brush up on, and I forget exactly what is relevant to level 2 vs 3.

Try to learn the rules and special circumstances of endowments and foundations. Try to brush up on portfolio management, performance evaluation, and benchmarking. They probably won’t ask you technical finance questions, but they might ask things like what would you over/underweight within the fixed income sector, or how you manage your personal portfolio.

Solid advice stratman, i often get sidetracked relearning very technical finance things. Interview went pretty well (given my work history)

if you’re not a revenue accountant, please ignore the rest of this post

If you are a revenue accountant, please see advice below:

YOU WILL NEVER BREAK INTO AN INVESTMENT CONSULTING FIRM. ALSO YOU LIKELY WASTED TIME ON THE CFA.

what do you mean by revenue accountant? is a hedge fund controller technically a “revenue accountant”?

hahah maybe technically, but im referring to that title at a company outside of the financial services industry