Coforge Wealth Management Associate Interview Questions and Answers

Derivatives are financial contracts whose value is derived from an underlying asset, index, or rate.

• Types of derivatives include options, futures, forwards, and swaps.

• Options give the right, but not the obligation, to buy/sell an asset at a predetermined price.

• Futures contracts obligate parties to buy/sell an asset at a future date for a specified price.

• Swaps involve exchanging cash flows or liabilities between parties...read more

Mutual funds pool money from multiple investors to invest in diversified assets managed by professionals.

• Investors buy shares in the mutual fund, which represents a portion of the fund's holdings.

• Funds are managed by professional portfolio managers who make investment decisions.

• They offer diversification, reducing risk by spreading investments across various assets.

• Examples include equity funds, bond funds, and balance...read more

A custodian is a financial institution responsible for safeguarding a client's assets and ensuring proper record-keeping.

• Custodians hold securities and other assets for clients, ensuring their safety.

• They provide services such as settlement of trades, collection of dividends, and interest payments.

• Custodians also maintain accurate records of ownership and transactions.

• Examples include banks and specialized firms like S...read more

Discussing CV-based questions to highlight relevant skills and experiences for a Wealth Management Associate role.

• Highlight relevant coursework in finance or economics, such as 'Completed advanced courses in portfolio management.'

• Discuss internships or work experience, e.g., 'Interned at XYZ Wealth Management, assisting with client portfolio analysis.'

• Mention any certifications, like 'Achieved CFA Level I, demonstratin...read more

Investment banking involves financial services that assist companies in raising capital and providing advisory services for mergers and acquisitions.

• Investment banks help companies issue stocks and bonds to raise capital.

• They provide advisory services for mergers and acquisitions (M&A), helping firms navigate complex transactions.

• Investment banks conduct market research and analysis to guide clients on financial de...read more