Fisher Investments Investment Associate - Research & Analytics Interview Questions

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Investment Associate - Research & Analytics Interview

Anonymous Interview Candidate  in  Camas, WA
Anonymous Interview Candidate in Camas, WA
Application Details

I applied in-person. The process took 2 months - interviewed at Fisher Investments in August 2013.

Interview Details

I came across FI while I was conducting an extensive online search for investment firms on the West Coast. I researched the company a bit more, and started to read more on their investment philosophy. I was largely optimistic by what I saw; a large company with an extensive and largely successful history of investing. The general consensus on the web seemed positive and the employees spoke favorably of the company and management, which made me even more excited.

I sent an email to HR explaining my interest to intern for them post-graduation (I'm still a college senior). I received a phone call from a recruiter after 4 days. She said he wanted to know more about me, and so I went over my resume with her. She said that I should consider applying for a position instead of an internship, which both surprised and excited me. I agreed.

I submitted an official application and was contacted again by another recruiter. This gentleman was easily the kindest and most personable corporate recruiter I've ever had the pleasure of speaking with. All we did was set a date for my first phone interview. The day finally arrived. We spoke for approximately 45 minutes. The interview was not difficult by all means, mostly behavioral and was focused on my resume. He asked questions about the company to see if I knew anything about it, and luckily I did (he was pretty impressed that I remembered dates, facts, and figures). By the end of the interview, he recommended that I apply for a different position than the one I had chosen. The position he recommended was not listed on the open positions list, but he thought my personality, experience, and background better fit the position he had in mind rather than what I had originally chosen. By the end of the interview he was already telling me that he had a good hunch about me and that he was looking forward to seeing me in-person.

After about two weeks, I was contacted by another recruiter. She was also kind and exciting to speak with. The interview lasted for about 30 minutes and was a bit more technical than the first. We talked about my experience in coding, my background in mathematics & statistics, and my previous finance internships. The interview ended with an agreement that I would be contacted soon to find out if I will be flown out for an onsite interview.

A week later I was contacted by a travel agent to schedule an onsite visit. She booked the trip over the phone and sent me the confirmation email. I flew out to Camas, WA and went for my interview. I met with 3 ladies, all of whom were VPs of their departments. These interviews were also casual and relaxed, but not unprofessional. We talked about different positions, my qualifications, my education, my personality, and why I had chosen to apply to FI. I thought each of the interviews went great.

A little less than 2 weeks I was contacted by one of the VPs and she offered me a position in her department. She sent the offer letter and I accepted it two days later. Overall, the process took about 2 months.

Interview Questions
  • What's the most creative thing you did in college?   View Answer
Negotiation Details
No negotiations. One offer, with a 7-day window to respond. I accepted within 3 days.
Accepted Offer
Positive Experience
Average Interview

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