Investment analyst Interview Questions

An investment analyst must have a strong grasp of finance, fine-tuned organisation skills and firm research abilities. When interviewing for a position as an investment analyst, expect to talk about how you handle high levels of stress on the job, as well as your ability to manage your time and stay organised in a fast-paced environment.

12,256 Investment Analyst interview questions shared by candidates

Top Investment Analyst Interview Questions & How to Answer

Here are three top investment analyst interview questions and tips on how to answer them:

Question No. 1: Can you talk about your research and analysis process?

How to answer: Not only do interviewers want to know how you collect data, but they also want to make sure you are familiar with important finance terms and capable of explaining them to others. Additionally, employers want to know how you verify the accuracy of the information you are researching.

Question No. 2: What qualities do you think an investment analyst should have?

How to answer: This question tests your knowledge of the job position. Prove you've done your research by citing the job description and discussing how you have the qualities they are asking for. Some skills you might want to talk about include time-management skills, communication skills and research skills.

Question No. 3: Do you work well as a member of a team?

How to answer: Employers want to make sure you can work well with their current staff. When answering this question, talk about your teamwork skills and your experience working with others. Highlight your ability to complete tasks quickly and efficiently when collaborating with others.

Top Interview Questions

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Investment Banking Summer Analyst was asked...29 March 2023

Ways to value a company? DCF analysis how-to. A recent deal I found interesting. etc


Walk through your CV specific questions about past experience.

Knowledge of different hedge fund strategies, describe one in depth. How are you with excel?

Morgan Stanley

- Describe past internships - Why MS, why IB, - Questions about accounting, valuation


1. introduction 2. why choose this position? Why HSBC? 3. any conflict in pass experience? How to solve 4. What is your Strengths and Weaknesses. Brief explanations. 5. Base on CV, ask some question to explore your past experience deeply

J.P. Morgan

Mainly competency based a few market related questions. Nothing difficult if you have basic knowledge in finance.

Goldman Sachs

What do you envision this role being and what do you want to learn?

JPMorgan Chase & Co

Why did you choose us?

Morgan Stanley

Tell me about a time you led a team

Morgan Stanley

- Self introduction & Walk me through your CV - CV- based questions - Cover Letter based questions - prior experience in investment management and project management skills etc.

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