J.P. Morgan Private Banking Analyst Interview Questions

Updated Jul 8, 2015
9 Interview Reviews

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Private Banking Analyst Interview

Anonymous Interview Candidate
Accepted Offer

Interview

Interview process started with two separate phone interviews, then 2 separate face-to-face interviews. Recruiters were very diligent about being as timely as possible and I was never left in the dark. Once offered the position, the on-boarding process was very smooth.

Interview Questions

  • Nothing was unexpected. Questions were very behavioral with a few high-level industry questions. Interview process was more about fit than anything.   Answer Question

Other Interview Reviews for J.P. Morgan

  1. Helpful (1)  

    Private Bank Analyst Interview

    Anonymous Interview Candidate
    Accepted Offer
    Neutral Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 4+ months. I interviewed at J.P. Morgan.

    Interview

    I found out about the opportunity at a job fair and submitted my resume through a recruiter. The process as far as feedback was slow. From start to offer was almost four months. My process was a bit more unorthodox as I did not go through the campus recruiting. Additionally, I interviewed at three different offices in the area before a position opened. I went on a total of five interviews. I had a phone interview (screening interview) with an HR representative. I also had 1:1 interviews with two managing directors and two executive directors. Additionally, after the third interview I was able to meet with two of the current analysts at the location.

    Interview Questions

    • This position was a career change for me so most of my questions revolved on WHY I wanted the position. What interested me about wealth management? Why JP Morgan? What am I doing currently to follow the markets? Only had a few "technical" questions: Where do you see the markets going in 2014? What are you currently invested in and why?   Answer Question

    Negotiation

    I did not negotiate as the offer was what I expected/wanted. I felt the offer was in line with what I had seen others receive for the same position.

  2. Helpful (6)  

    Private Banking Analyst Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through college or university. The process took 7+ weeks. I interviewed at J.P. Morgan (New York, NY) in February 2014.

    Interview

    Applied through college career website to private banking solutions position, heard back during signups. A month after the interview I got a call asking me to fly into their NY office and was offered the job

    Interview Questions

    • How differently would you allocate assets between an elderly couple and a young entrepreneur?   Answer Question
  3.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate in New York, NY
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 2+ months. I interviewed at J.P. Morgan (New York, NY) in February 2014.

    Interview

    First interview was easy just asked me about my classes and experiences, second interview was tough with quantitative questions... 5 differnet interviews on superday with two people interviewing you each time. Some situational questions

    Interview Questions

    • What was a time when you used criticism to improve on something?   Answer Question
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  5.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate in Chicago, IL
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through an employee referral. The process took 5+ months. I interviewed at J.P. Morgan (Chicago, IL) in November 2012.

    Interview

    My friend who interned with the Private Bank referred my resume over the summer. I then had 3 phone interviews (2 with HR reps, 1 with a current PB Analyst), and then did not here from then for quite some time. I then received an email several months later and was invited down for a superday. The superday consisted of one 2:1 interview, and three 1:1interviews. They asked me several difficult questions regarding the fiscal cliff, QE3, and a lot of questions regarding my internship/other finance experience. Very few behavioral questions. They said they would be in touch in about two weeks and I received a call roughly 30 minutes after the interviews with an offer.

    Interview Questions

    • Describe your thoughts regarding the fiscal cliff and how do you expect the market to react?   1 Answer

    Negotiation

    The offer was well above the average offer so I accepted without any negotiation.

  6.  

    Private Banking Analyst Interview

    Anonymous Interview Candidate in Minneapolis, MN
    Accepted Offer
    Average Interview

    Application

    I applied through college or university. I interviewed at J.P. Morgan (Minneapolis, MN) in March 2010.

    Interview

    I applied to be a Private Banking Analyst during my undergrad. It was done through my school's internal career website. I was notified via email that my résumé matched the qualifications for the job and I had made it past the initial screening. I was invited to interview. I understand there were three different candidates . There were 3- 30 minute back to back interviews with different employees within the office.

    Interview Questions

    • The most difficult question centered around the benefits of owning municipal bonds and what my view was on certain markets.   Answer Question
  7.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied through other source. The process took 4+ weeks. I interviewed at J.P. Morgan in January 2010.

    Interview

    Spoke with HR Initially on the phone. Went well and went into headquarter in New York and spoke with 8+ junior and senior people from different teams. Most of the were behaviour questions about yourself and your hobbies, strengths, weaknesses. Spoke with different asset class leaders, VPs, associates, EDs, Analysts.

    Interview Questions

  8.  

    Private Bank Analyst Interview

    Anonymous Employee
    Declined Offer
    Easy Interview

    Application

    I applied online. The process took 2 weeks. I interviewed at J.P. Morgan.

    Interview

    Reached out to me directly after applying on their website. First it was a phone interview covering markets and investment ideas (mostly theme based). Next was an on-site interview with the whole team rotating. Mostly behavioral with some investment ideas, showing market knowledge and some portfolio allocation idea.

    Interview Questions

    • How would you allocate a conservative portfolio across asset classes (percentage breakdown)? Do you know what convexity is? (nothing too out of the ordinary)   Answer Question

    Reasons for Declining

    Interested in pursuing further studies instead

  9.  

    Private Banking Analyst Interview

    Anonymous Interview Candidate
    Accepted Offer

    Interview

    Multiple interviews - fit & technical. Focus on Macro & how changes affect clients.

    Interview Questions

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