U.S. Trust Interview Questions & Reviews
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Updated Jan 11, 2012 – Interview questions and reviews posted anonymously by interview candidates.
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Difficulty Rating [?] Based on 12 ratings 
“Easy” Interview
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Interview Experience [?] Based on 12 ratings
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| 1–10 of 12 U.S. Trust Interviews | Sort by |
Investment Analyst at U.S. Trust
Posted Jan 11, 2012 — 1 of 1 people found this helpful
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Dec 2011 in Atlanta, GA (took 3 weeks)
I got a call from a recruiter who gave me an outline of the position and asked if I was interested. He had me apply online and then submit information for a background check. After that he scheduled an in person interview. Went into the office and met with the regional manager, 2 senior PM’s, and an investment associate. Regional manager just gave me an overview of the firm and the business model. Investment associate asked me a lot of questions about my work now. Both PM’s asked me about the CFA, my current work, and some questions about why I wanted to move.
I PM got pretty in depth about the different duration calculations and embedded call options. He also asked me about Monte Carlo vs Straight line analysis. I asked him if he had any concerns and his only response was that I may get bored with all the compliance requirements.
Over all the interviewers were very nice and made me feel comfortable. They all seemed competent and smarter than wirehouse brokers however they didn’t seem as polished from a social and presentation standpoint (exempting the regional manager).
2 weeks later I got an email saying they went with an internal candidate.
Interview Questions
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview, a Group/Panel Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Analyst at U.S. Trust
Posted Dec 22, 2011
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1.0
Very Easy Interview
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Overall Neutral Experience
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Received and Accepted Offer
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Interviewed Sep 2010 in New York, NY (took 3 weeks)
Contacted by Internal Recruiter. 5 phone interviews. One day of face-to-face interviews with 3 people.
Interview Questions
Negotiation Details
Nothing.
Other Details
I got the interview through a Recruiter and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Trust Settlement at U.S. Trust
Posted Nov 26, 2011
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2.0
Easy Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Sep 2011 in New York, NY (took 3 days)
Applied for the position online. The recruiter called me and discussed the position and set up a one on one interview with the hiring manager. When I arrived for the interview, the hiring manager seemed to have already decided on another candidate for this position. He kept offering me advice for future interviews. It was an easy interview, very conversational, both myself and the interviewer asked questions.
Interview Questions
Other Details
I Applied Online and the interview consisted of a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Trust Officer at U.S. Trust
Posted Aug 6, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Aug 2011 (took 5 days)
HR and Managing Director were very easy to talk to. Very fair. They were very accommodating. Interview was not intimidating. Easy flow of questions. Seems like a great place to work.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Investments at U.S. Trust
Posted Jun 21, 2011
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed May 2011 (took 4 weeks)
I received an initial call from a recruiter, based on a referral. The conversation lasted approximately 7 minutes, and ended with my being told that they did not have any openings, but would get back to me if anything became available.
Approximately 1 month later, I received a call saying that they wanted to schedule an interview regarding a potential position. When I spoke to the interviewer, a manager in a regional office, I was unsure what the direction of the interview was supposed to be. The manager described the various roles available in the business, and then asked a very open-ended 'how can I help' question. It appears that there is insufficient coordination between recruiting and regional offices, as it seemed that there was not a specific role in mind at the point of the interview.
Interview Questions
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Operations Analyst at U.S. Trust
Posted Mar 30, 2011
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3.0
Average Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Sep 2010 in Boston, MA (took 2 days)
This was a good process. Not too thorough, not to lax
Other Details
I got the interview through an Employee Referral and the interview consisted of a Phone Interview and a 1:1 Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Portfolio Analyst at U.S. Trust
Posted Dec 10, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Dec 2010 in Stamford, CT (took 5 weeks)
I applied for the Portfolio Analyst position the the Career Website. I received a phone call from the Corporate Recruiter who gave me a phone interview on-the-spot. A week later I had a phone interview with two Portfolio Managers in the Stamford, CT Office. Three days later I had a 1:1 interview with the same two Portfolio Managers, a Portfolio Analyst, and a Portfiolio Assistant. Two weeks later, I had another 1:1 interview with the Market Investment Director in the Westport, CT Office. Two more weeks go by and I had another 1:1 interview with the Regional Investment Executive in the Melville, NY Office.
Interview Questions
Other Details
The interview consisted of a Phone Interview, a 1:1 Interview and a Background Check.
Helpful Interview?
Yes |
No
Inappropriate?
Trust Administrative Officer at U.S. Trust
Posted Nov 16, 2010 — 1 of 1 people found this helpful
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2.0
Easy Interview
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Overall Positive Experience
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Interviewed and No Offer
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Interviewed Oct 2010 in Chicago, IL (took 2 weeks)
I applied for the position on the B of A career site and received a call from a recruiter about 10 days later. She was very friendly and just quickly went over my info and explained the job and said they wanted to set up an interview. Got a call from a coordinator the next day and set up an interview for the following Monday. Interviewed for about 45min with the Trust Officer I would have worked with and just went over my resume and asked some basic questions. Very friendly and polite, seemed like a great person to work for. I received a call the next day and set up a the second interview with three more people for that Friday. Each was a 1:1 interview for 30min. Two of the people were in the same position and basically went over daily duties and what to expect on the job. The third was a VP in charge of the Trust Officers and he went over his expectations and asked some basic questions. I then went home and waited to hear back. After a week I called the recruiter and was told that they narrowed it down to me and one other candidate and would be making a decision in the next day or two. I waited three days and called her again. She eventually returned my call the next day and informed me that they had chosen the other candidate because they were already employed with US Trust and had a good reputation. It was a good experience aside from not being contacted by HR in a timely manner.
Interview Questions
Other Details
The interview consisted of a 1:1 Interview and a Group/Panel Interview.
Helpful Interview?
Yes |
No
Inappropriate?
Portfolio Manager at U.S. Trust
Posted Aug 13, 2010
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3.0
Average Interview
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Overall Positive Experience
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Received and Accepted Offer
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Interviewed Apr 2008 (took 2 days)
It was generally a person to person interview, 2 PMs and also met withe regional head. Also had interview with the other PM Associates in the area as well. It was generally a pretty good experience, behavioral, not much quant. The work environment is good and people treat you well. Its not too challenging and there is definitely space for personal life.
Interview Questions
Other Details
I Applied Online and the interview consisted of a Phone Interview and a Group/Panel Interview.
More U.S. Trust Portfolio Manager Interviews
Helpful Interview?
Yes |
No
Inappropriate?
Portfolio Manager at U.S. Trust
Posted May 15, 2010
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3.0
Average Interview
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Overall Neutral Experience
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Interviewed and No Offer
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Interviewed Apr 2010 in Los Angeles, CA (took 3 days)
Somewhat difficult personnel there - thought i was coming in for a warm interview and instead felt as though they had already picked another candidate.
Interview Questions
Other Details
I got the interview through an Employee Referral.
More U.S. Trust Portfolio Manager Interviews
Helpful Interview?
Yes |
No
Inappropriate?
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