Interview Tips for Finance Professionals

Land your dream job in finance. Get tips and sample questions to help you ace your next interview.

1. Interview tips for finance roles

• Introduction
• Overview of investment banking
• Overview of wealth management
• Overview of corporate finance

2. Why do you want to work in finance?

• Why do you want to work in investment banking?
• Why do you want to work in wealth management?
• Why do you want to work in corporate finance?

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

• Candidate answer and feedback

4. What motivates you to pursue a role in finance?

• How to approach this question

5. Describe the best traits of a wealth management professional.

• How to approach this question

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

• How to approach this question
• Candidate answer and feedback

7. Pitch me a stock.

• How to approach this question
• Candidate answer and feedback

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

• How to approach this question
• Candidate answer and feedback

9. Tell me about a deal you worked on recently.

• How to approach this question

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

• How to approach this question

11. Where do you see the markets going this year?

• How to approach this question

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

• How to approach this question

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

• How to approach this question
• Candidate answer and feedback

14. Explain your marketing and client acquisition plan.

• How to approach this question
• Candidate answer and feedback

15. How do the three financial statements link together?

• How to approach this question
• Candidate answer and feedback

16. How do you value a company?

• How to approach this question

17. Which financial statement is the most important?

• How to approach this question
• Candidate answer and feedback

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

• How to approach this question

19. How do you assess prospective investments?

• How to approach this question

20. How do bonds interact with the economy?

• How to approach this question

21. Define working capital.

• How to approach this question

22. Describe WACC.

• How to approach this question

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

• How to approach this question
• Candidate answer and feedback

24. Brainteasers and mental math questions

• How to approach brainteasers
• Candidate answer and feedback