Finance Interview Questions

Viewing 1 - 10 of 24

  • Trainee Mortgage Adviser

    5.0/5 | Interview date: August 2018 | Job offer? Not yet |

    Was this helpful? Yes 0

    Sectors: Finance

    Difficulty rating 60.0 / 100

    Interview process

    First meeting with the MD an the office manager involved a brief introduction about myself and from the management of the company and the role. I was asked to go through my CV and pick out highlights from it.
    Then a number of competencies were tested such as time management, building relationships and strengths and weaknesses.

    Most difficult question

    What would you say to a client to convince them to choose us?

    Interview tips

    Prepare and research the company, also understand some basics of the real estate market. Understand that the role requires some time to understand and you will need to learn a lot during the initial time period .

    Experiences at the assessment centre

    The second interview involved a personality test and a logical reasoning test and a chance to ask questions as well as a short on the spot scenario question.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 5/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • PPI Case Handler

    3.5714/5 | Interview date: March 2016 | Job offer? Yes |

    Was this helpful? Yes 0

    Sectors: Finance

    Difficulty rating 60.0 / 100

    Interview process

    The initial telephone interview covered specific questions around Santander and Geoban. As I would be working in Finance, I remember I was asked about my knowledge regarding Finanncial Regulators and their role within Santander. I didn't expect this but they were friendly and told me I shouldI research this and rememeber examples for my face to face interview. I had to complete an online competency test which was personally the most difficult one yet! Then there were background check and an interview in person with 2 people. Mainly competency questions, I used the STAR approach for most which they were impressed with. Finally, there was 4 weeks intense training with an academy sign off at the end, we had to achieve a certain pass grade for knowledge gained in training to officially become a case handler. Alot was not covered in the interview such as this sign off. Also that we would be self employed, so you would need to set up a limited company (I highly recommend this) or join an umbrella company (I don't recommend this as it is more costly). It is an extremely intense job and I think the interview downplayed this. But overall a positive experience and a very big learning curve!

    Most difficult question

    The hardest questions were regarding financial regulators and their rules and regulations, how they are implememnted. And also applying my experience to a financial role because I came from a retail and arts background. But everything you have done will play a part in this. They ask for a graduate that has achieved a 2:1, as it is a graduate role. So all my experience in uni helped me answer the question regarding why I would be suitable for the role.

    Interview tips

    If you go for this job, expect 12 hour shifts, weekends and long evenings/early starts. This job requires extreme leveles of concentration, stamina, confidence, self-motivation and attention to detail. No one told us how much commitment would be required, not everyone made it. I am still there now but it was a very, very long journey. But once the hard part is over, it gets easy!

    Experiences at the assessment centre

    NA

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 3/5
    • How well was the interview organised? 3/5
    • What was your overall impression of the organisation? 4/5
    • What was your overall impression of the selection process? 3/5
    • Did the interview reflect the overall values / culture of the organisation? 3/5
    • Would you recommend this company to a friend? 4/5
    • Did you want the role following your interview? 5/5
  • Treasury - Funding and Liquidity

    4.2857/5 | Interview date: December 2015 | Job offer? Not yet |

    Was this helpful? Yes 0

    Sectors: Finance

    Difficulty rating 60.0 / 100

    Interview process

    Fairly normal interview. No out of the ordinary questions that confused me. Three motivational questions and three competency questions. Lasted about 30 minutes, wasn't with a direct employee of the company, but rather an employee from a recruiting company employed by Close Brothers. There was no communication issues, e-mails and phone calls were clear.

    Most difficult question

    Describe a recent mistake you have made. what was the situations, what would you change, and what have you learned from this?

    Interview tips

    Make sure you are clued up about the company, although there were no specific questions relating to the history of the company, they do ask questions that implicitly want you to focus on why you applied for the company, which is aided for a detailed look through their website

    Experiences at the assessment centre

    Have not yet attended the assessment centre

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 4/5
    • How well was the interview organised? 4/5
    • What was your overall impression of the organisation? 4/5
    • What was your overall impression of the selection process? 4/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 4/5
    • Did you want the role following your interview? 5/5
  • Investment Banking Analyst

    5.0/5 | Interview date: December 2015 | Job offer? No |

    Was this helpful? Yes 0

    Sectors: Finance

    Difficulty rating 100.0 / 100

    Interview process

    Interview went very well. The questions were very challenging, even for Investment Banking. 1st round was over the phone, about my motivation and interest for the job and experience - took 45 minutes. The second stage was a 4 hours personal interview with 4 different senior members, including the partners. The process was similiar to the 1st round only a bit more personal as it was face to face.

    Most difficult question

    How do you consider the tax benefits of interest payments in the company valution?

    Interview tips

    In investment banking its about the little details. You need to be overall very confident and know you the position and organisation inside out. You have to be technically very fit and the valuation such as DCF in very detail.

    Experiences at the assessment centre

    n/a

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 5/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • Analyst Development Program

    5.0/5 | Interview date: May 2015 | Job offer? No |

    Was this helpful? Yes 4

    Sectors: Finance

    Difficulty rating 40.0 / 100

    Interview process

    I was approached on Linkedin by a recruiter from PE Recruit. I sent my CV, and then spoke to the recruiter on the phone, who selected my CV to pass onto the company. I then had a phone interview with the HR department from America. The following week I was invited to attend an interview in the London office, with the last I had spoken to from America, as well as the senior investor, and a graduate. I was asked to return the following day, where I had 4x30minute video calls with the bosses in America, followed by a 90 minute Maths and Excel test.
    The phone interview questions were CV based, and about my motivations for the job. Eg. Why did I choose to study my course, what interested me about this job etc.
    The face to face interviews were very friendly and chatty, to understand more about me as a person/ what I would be like to work with.
    The video calls were slightly more targeted, one VP asked if I inherited a grocery store from a relative, how would I go about valuing it. I was also asked about my future plans, and where I see my career headed.
    The maths and excel test were all computer based, consisting of formatting graphs and tables, logical problem solving, and then a finance sheet, where I was asked to fid gross margin etc.

    Most difficult question

    I did not study finance or economics at university, so I found the questions relating to their figure sheet the hardest. There were a few terms I didn't understand.

    Interview tips

    They were only looking for one person, which made it very competitive. They are a very friendly firm, and seemed really interested in the characteristics of who they were hiring, and whether that would be a good fit for the company. Just be yourself, and be friendly. Unlike other finance companies they aren't intimidating in any way.

    Experiences at the assessment centre

    No assessment centre, just face to face interviews.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 5/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • Business Analyst

    4.8571/5 | Interview date: April 2015 | Job offer? Yes |

    Was this helpful? Yes 2

    Sectors: Finance

    Difficulty rating 60.0 / 100

    Interview process

    When I originally applied for the job, I had to fill out general questions on their site about experiences and so on, then they got in touch with me to complete online tests. These were 2 tests which lasted approximately 20 minutes each. These were numerical and verbal tests, which I found were quite difficult. From this, I was then offered to go to an all day assessment with other candidates. Before the interviewer day, I was asked to send my CV in to them. On the assessment day there was group work, individual presentation, one to one interview and a written exam.

    Most difficult question

    After my presentation I was asked to why I thought the gearing of the company had fell dramatically and in my one to one interview, the most difficult question was "When have I influenced someone and what happened?"

    Interview tips

    If you get offered the assessment day, make sure you have done plenty of background research into the company to fully understand how the company operates and make sure that the pre-work you are asked to do shows your efforts and your enthusiasm for the job. Throughout the day, make sure you are yourself as if you are pretending to be something else, this will get found out at some point throughout the day.

    Experiences at the assessment centre

    We were sectioned in to groups of 4 where we had to do a group task where we had to decide and agree on the task which we were given (what to do on a sinking ship). We were then asked to present out individual presentations which we had already prepared (financial performance of the company in the past 3 years). Then we had a one to one interview and a 2 hour written exam.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 4/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • PPI Case Handler

    4.7143/5 | Interview date: March 2015 | Job offer? Yes |

    Was this helpful? Yes 5

    Sectors: Finance

    Difficulty rating 40.0 / 100

    Interview process

    The initial part was a one to one conversation with one of the recruitment team which tested my knowledge on PPI. Then I was invited in to complete an assessment based on the suitability and elgibility of the claim. This process required letter writing, calculating PPI and the overall format was fully explained. Then I was taken in for another one to one with the recruitment consultant who went through my CV in detail and the interview consisted of some competency questions and why I had applied for the role.

    Most difficult question

    The overall questions asked were not hard however I was asked about my knowledge on PPI. After clarifying everything I knew, the recruitment consultant went on to explain PPI in more detail to me herself.

    Interview tips

    The main advice I would give is make sure you fully read the case studies which you are provided with and go in fully prepared. During the assessment time flies quick and a lot of the candidates I went with lost out writing time as they were still reading the case study.

    Experiences at the assessment centre

    We were a small group of 6 people and each given a laptop and notepad. We were given clear instructions which were also presented on a whiteboard as to what the assesment will consist of. We then had to use all the facts presented to us and investigate whether the claimaint in the case study was eligible for PPI refund and then calculate how much they would receive and finally write out a decision letter.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 5/5
    • How well was the interview organised? 4/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 4/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • Civil Service Fast Stream Graduate Talent Programme - Finance

    4.4286/5 | Interview date: January 2015 | Job offer? No |

    Was this helpful? Yes 14

    Sectors: Finance

    Difficulty rating 20.0 / 100

    Interview process

    Before even getting to the assessment centre there was numerous online tests that I had to complete. This included the usual numerical, personality and verbal reasoning. If you pass these then you get invited to complete a e-tray online which takes around 2-3 hours. Make sure you practice beforehand as I think only the highest scoring candidates get through to the assessment centre which was the final round.

    The assessment centre was a formal format and very very tough in my opinion. There are different tasks to complete throughout the whole day. Each task vary in time from 40 minutes to 2 hours.

    The stages I went through was the group task, 1 on 1 presentation, 1 on 1 interview and finally the written report. I was surprised that I did not have to complete the online tests again at the centre. You get a document and a little time to prepare before each section but it is not much and you got to work fast and only take down the key-points or you probably would not read it all in time.

    Most difficult question

    The 1 on 1 presentation was tough. You get a document to read in about 30 minutes. The scenario was to say how would you manage this team with the given information and you have 10 minutes to present to the assessor and then another 20 minutes of them asking you questions about your approach.

    Interview tips

    Make sure you prepare a lot with the information they give you about each task. Practice what you are going to say in each one and what will your approach be towards each task. Do not try and overpower anyone but do not be the quiet guy also. Make sure you speak your mind and try and keep talking throughout each task. For the written tasks I reccommend taking notes whilst reading through it and think of what you are going to write

    Experiences at the assessment centre

    Group task was given a document to read over and each member of the group is assigned a department in an organisation. When the group discussion starts everyone has to try and argue what option they think will be good. Each person has an extra document which tells them which option would be best for their department so there can be a lot of disagreeing.

    1 on 1 presentation was hard because during the 10 minutes I did not have enough material to say. Make sure you take down everything and if you still have time left then try and give examples of how a good leader will act in general circumstances.

    The 1 on 1 interview was probably the most relaxed part as you get to talk to someone in a open environment about how you have demonstrated certain skills. You can use examples from just about anywhere so try and think of some beforehand that would be good to use.

    The written exercise is a lot of writing and you have to allocate your time wisely as there is more than 1 task to complete. The tasks might not be allocated evenly so make sure you spend the appropriate time for each section.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 4/5
    • How well was the interview organised? 3/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 4/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5
  • Finance Graduate Programme - The Co-operative

    4.5714/5 | Interview date: September 2014 | Job offer? Not yet |

    Was this helpful? Yes 5

    Sectors: Finance

    Difficulty rating 40.0 / 100

    Interview process

    The interview was by telephone with one of their recruitment team and lasted about 30 minutes. We talked initially about why I had applied for the role, what I knew about the company and why I was particularly interested in finance at the Co-operative Bank.
    The rest of the interview was to test for competencies in the following areas: leading and supervising, relating and networking, coping with pressures and setbacks, and overall ability to communicate. In each of the areas, I had to give specific examples from my work, university or extra-curricular activities that showed my ability in that area.

    Most difficult question

    What was it, in particular, that I did to prove that my boss should give me extra responsibility at work.

    Interview tips

    Make sure you are well prepared for your competency questions and be able to get across your passion for finance and have a clear rationale for why you are applying.
    Do your research on the company - it's always good to be able to tie one of their company beliefs with something you are also interested in.

    Experiences at the assessment centre

    Can't help with this one - I don't know whether I've reached the assessment centre or not yet.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 5/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 4/5
    • Did the interview reflect the overall values / culture of the organisation? 4/5
    • Would you recommend this company to a friend? 4/5
    • Did you want the role following your interview? 5/5
  • Audit Programme - KPMG

    4.7143/5 | Interview date: June 2014 | Job offer? Yes |

    Was this helpful? Yes 8

    Sectors: Finance

    Difficulty rating 40.0 / 100

    Interview process

    The first interview will last approximately 45 minutes and will be by a manager from your line of service (or occasionally someone from HR). It is a competency-based interview. You will be asked a number of questions, which will profile your experience against the key competencies described above. Ideally, you should also aim to display the following attributes:
    1. Commitment to teamwork.
    2. Ability and desire to lead and inspire.
    3. Respectability and responsibility - are you how the company would like to be perceived by clients.
    4. Ethical and truthful - are you trustworthy and can you demonstrate your integrity.

    You will participate in 4 or 5 activities during your Assessment Centre: a client meeting, a manager meeting, a Virtual Office Exercise, an Analysis Exercise, and in some cases, a final interview.

    Remember, the other candidates present at your Assessment Centre may not necessarily be applying for the same service lines as you, so there is no need to be overly aggressive or competitive. It will probably be frowned upon by the KMPG team. Following your Assessment Centre, you will be given an opportunity to assess your own performance on the exercises. Use this opportunity to explain your actions and recommendations.

    My final interview was a relaxed interview with a partner which took an hour. We covered some basic competency questions, two situational judgements, and then an informal chat about how auditing is evolving.

    Most difficult question

    In the mock meeting with client. 'How will you improve the service provided by your company?'

    In the mock meeting with manager. 'What will you do to take more responsibility?'

    Interview tips

    Top Tips
    Phone interview
    -make sure you know alot about the proffesional service industry
    -make sure you know alot about kpmg
    -make sure you know alot about their competitors, and kpmg' competitive advanatage
    - make sure you know alot about the service line that you are applying to
    -make sure you read the 9 company competencies listed on their website. This is what you will be assessed against.
    -make sure you have a range of examples where you have shown the transferable skills that would be useful for the job.

    Assessment Center
    -make sure you work quickly and do not waste time reading every ounce of detail
    -make sure you spelling and grammar is correct. They are looking for a professional graduate.
    -look smart, this will make a good impression in the mock meetings.
    -be confident
    -talk to the other graduates at the lunch break

    Partner Interview
    -be yourself
    -they are trying to see what you are really like/ are you a good fit
    -enjoy it, it's very relaxed and they are pitching kpmg to you, just as much as they are assessing you.

    Experiences at the assessment centre

    During the AC, you will complete an analysis exercise, which takes an hour, digesting about 10 pages of information and then writing a report on the findings. Then you'll will take an e-tray exercise, also an hour long. This requires answering e-mails, voice-mails, video calls all within the allotted time. Finally you will have two mock meetings, one with a potential client, building a relationship, and one with your manager, assessing your individual performance.

    Interview steps

    Interviews

    • Phone
    • 1:1
    • Group / Panel
    • Senior Management
    • Video

    Tests

    • Numerical
    • Personality
    • Verbal reasoning
    • Psychometric

    Other

    • Assessment centre
    • Group excercise
    • Background check
    • Presentation
    • Competency based questions

    Rating the interview

    • How would you rate the pre-attendance information? 3/5
    • How well was the interview organised? 5/5
    • What was your overall impression of the organisation? 5/5
    • What was your overall impression of the selection process? 5/5
    • Did the interview reflect the overall values / culture of the organisation? 5/5
    • Would you recommend this company to a friend? 5/5
    • Did you want the role following your interview? 5/5

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