1. Interview tips for finance roles
Introduction
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Overview of investment banking roles
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Overview of wealth management roles
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Overview of corporate finance roles
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2. Why do you want to work in finance?
Sample response for investment banking
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Sample response for wealth management
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Sample response for corporate finance
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3. What does a banker do in an IPO or an M&A transaction?
Sample response for investment banking
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4. What motivates you to pursue a role in finance?
How to approach an answer all roles
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5. Describe the best traits of a wealth management professional.
How to approach an answer for wealth management
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6. Which traits make you a fit for a sales and trading role?
How to approach an answer for investment banking
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Samples response for investment banking
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7. Pitch me a stock.
How to approach an answer for investment banking
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Sample response for investment banking
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8. Tell me about a recent article or trend you read about in the Wall Street Journal.
How to approach an answer
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Sample response for wealth management
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9. Tell me about a deal you worked on recently.
How to approach this question
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10. Tell me about one of our bank's recent deals.
How to approach this question
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11. Where do you see the markets going this year?
How to approach an answer
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12. How do you assess a company's financial health?
How to approach an answer for wealth management
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13. What do you do if a client disagress with your strategy?
How to approach an answer for wealth management
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Sample response for wealth management
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14. Explain your marketing and client acquisition plan.
How to approach an answer for wealth management
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Sample response for wealth management
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15. How do the three financial statements link together?
How to approach an answer for investment banking
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Samples response for investment banking
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16. How do you value a company?
How to approach an answer for investment banking
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17. Which financial statement is the most important?
How to approach an answer for corporate finance
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Sample response for corporate finance
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18. What is net present value and how would you use it?
How to approach an answer
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19. How do you assess prospective investments?
How to approach an answer
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20. How do bonds interact with the economy?
How to approach an answer
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21. Define working capital.
How to approach an answer for corporate finance
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22. Describe WACC.
How to approach an answer for investment banking
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23. Your GPA is low. Why should we hire you?
How to approach an answer for investment banking
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Sample response for investment banking
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24. Brainteasers and mental math questions
How to approach an answer investment banking
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Sample response for investment banking
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