Investment Specialist Interview Questions | Glassdoor

Investment Specialist Interview Questions


Investment specialist interview questions shared by candidates

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Tons of behavioral questions encountered in the whole process- What would you do if there was a problem within your team etc..

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I answered as practiced earlier. Added a relevant example about how I have handled a similar issue in the past. They like to see concrete evidence of the sort.

Can you please provide some more questions asked and if there were any technical questions asked too?

Excel questions on turn tables, bonds v. stocks and specific recommendations for individuals/companies.

1 Answer

What distinguishes you from the other (internal) candidates?

1 Answer

One difficult one was- How do you take charge of your learning?

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I was handed a report from Morningstar, and was asked what I thought about it (without any context).

Name a time you went above and beyond for a customer

What is one project or goal you failed to meet at your job, and how did you deal with this inability to achieve it?

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What do you expect from your employer?

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