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Lead Financial Analyst Interview Questions

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11,659 lead financial analyst interview questions shared by candidates

They want very specific examples to all questions. Q. Why are you interested in this role/why fidelity? Q. What motivates you in finance? Q. What do you know about the series 7 and 63 licenses? Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped. Q. Example of when you received excellent customer service. Q. How you handled an upset customer. Q. How you went above and beyond to help a customer and what the result was. Q. Consultative approach with a customer, when they want something that isnt in their best interest. These are all the questions I can remember from all 3 interviews.
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Financial Representative

Interviewed at Fidelity Investments

4.1★
Mar 21, 2016

They want very specific examples to all questions. Q. Why are you interested in this role/why fidelity? Q. What motivates you in finance? Q. What do you know about the series 7 and 63 licenses? Q. Specific example of when you had to study for something difficult. Other licenses or tests, how you studied, what you did that helped. Q. Example of when you received excellent customer service. Q. How you handled an upset customer. Q. How you went above and beyond to help a customer and what the result was. Q. Consultative approach with a customer, when they want something that isnt in their best interest. These are all the questions I can remember from all 3 interviews.

There was no real questions as all these financial companies want financial advisors or sales reps because they do not cost them a cent . Free labor with no benefits! A heck of a business model. Whomever came up with the concept should be giving a Nobel price by rendering useless the idea that people should demand wages for a job.
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Financial Representative

Interviewed at Allstate

3.4★
Aug 14, 2012

There was no real questions as all these financial companies want financial advisors or sales reps because they do not cost them a cent . Free labor with no benefits! A heck of a business model. Whomever came up with the concept should be giving a Nobel price by rendering useless the idea that people should demand wages for a job.

You're given two arrays of the same size filled with positive integers, and an integer 0 <= N <= 255. You need to determine whether N can be written as the sum of some number from the first array and some number from the second array.
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Financial Software Developer Intern

Interviewed at Bloomberg

4★
Oct 1, 2014

You're given two arrays of the same size filled with positive integers, and an integer 0 <= N <= 255. You need to determine whether N can be written as the sum of some number from the first array and some number from the second array.

There is a panel containing 3 light switches in front of you. Each switch controls a light in a room somewhere. Doesn't really matter where. You can play with the switches as much as you like, but you're only allowed to enter the room once. How do you tell which switch controls which light? Again, you can only enter the room once, so you cannot play with the switches after you enter the room, but you can play with them as much as you want before you enter the room. One entry is all it takes to determine which switch controls which light.
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Financial Software Developer

Interviewed at Bloomberg

4★
Jun 29, 2012

There is a panel containing 3 light switches in front of you. Each switch controls a light in a room somewhere. Doesn't really matter where. You can play with the switches as much as you like, but you're only allowed to enter the room once. How do you tell which switch controls which light? Again, you can only enter the room once, so you cannot play with the switches after you enter the room, but you can play with them as much as you want before you enter the room. One entry is all it takes to determine which switch controls which light.

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