Interview Tips for Finance Professionals

Course details

Interviewing for a role in the financial industry can be a nerve-wracking experience. Interviewers ask a ton of complex questions in their quest to find the best candidate. Luckily, with the right preparation and experience, you can land your dream job in finance. Join career coach and former financial professional Jena Viviano in this course, which can help you get primed and polished for your next interview. Jena breaks down the three most common types of roles and explains what hiring managers are looking for in the right candidate. She then introduces 23 different sample questions and provides high-quality answers that will impress interviewers. Along the way, you can get tips to keep your nerves at bay and help your personality and talent shine through.

Learning objectives
Describing the roles of financial professionals
Articulating your value
Pitching stocks
Forecasting markets
Evaluating an organization’s financial health
Reading financial statements
Defining key financial terms
Answering brainteaser questions

Concepts

1. Interview tips for finance roles

01 - Introduction
02 - Overview of investment banking
03 - Overview of wealth management
04 - Overview of corporate finance

2. Why do you want to work in finance

05 - Why do you want to work in investment banking
06 - Why do you want to work in wealth management
07 - Why do you want to work in corporate finance

3. What does a banker do in an IPO or an M&A transaction

08 - Candidate answer and feedback

4. What motivates you to pursue a role in finance

09 - How to approach this question

5. Describe the best traits of a wealth management professional

10 - How to approach this question

6. Which traits make you a fit for a sales and trading role

11 - How to approach this question
12 - Candidate answer and feedback

7. Pitch me a stock

13 - How to approach this question
14 - Candidate answer and feedback

8. Tell me about a recent article or trend you read about in the Wall Street Journal

15 - How to approach this question
16 - Candidate answer and feedback

9. Tell me about a deal you worked on recently

17 - How to approach this question

10. Tell me about one of our bank's recent deals

18 - How to approach this question

11. Where do you see the markets going this year

19 - How to approach this question

12. How do you assess a company's financial health

20 - How to approach this question

13. What do you do if a client disagress with your strategy

21 - How to approach this question
22 - Candidate answer and feedback

14. Explain your marketing and client acquisition plan

23 - How to approach this question
24 - Candidate answer and feedback

15. How do the three financial statements link together

25 - How to approach this question
26 - Candidate answer and feedback

16. How do you value a company

27 - How to approach this question

17. Which financial statement is the most important

28 - How to approach this question
29 - Candidate answer and feedback

18. What is net present value and how would you use it

30 - How to approach this question

19. How do you assess prospective investments

31 - How to approach this question

20. How do bonds interact with the economy

32 - How to approach this question

21. Define working capital

33 - How to approach this question

22. Describe WACC

34 - How to approach this question

23. Your GPA is low. Why should we hire you

35 - How to approach this question
36 - Candidate answer and feedback

24. Brainteasers and mental math questions

37 - How to approach brainteasers
38 - Candidate answer and feedback