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BDT Capital Partners Interview
Questions

27 Questions and Answers by
| Ryan has over 10 years of experience interviewing
candidates in the healthcare, public service, and private manufacturing/distribution industries.

Question 1 of 27

The clients of a financial firm like BDT Capital Partners can display an arrange of emotions when they work with our Client Services team. How would you handle a situation where a client was very angry?

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BDT Capital Partners Interview Questions

  1. 1.

    The clients of a financial firm like BDT Capital Partners can display an arrange of emotions when they work with our Client Services team. How would you handle a situation where a client was very angry?

      Whether due to a large amount of money lost on the market or a client feels they were ill-advised by an Advisor, your job as a Client Services Representative will at some point or another deal with a very angry client. For this answer, your interviewer will be looking to hear that you do what is necessary to stay calm and stay focused on finding a resolution. If possible, use a specific example of a time you had to do exactly this and explain how effective communication was critical in making the situation right for the client.

      Ryan's Answer #1

      "As you can see from my resume, I've spent the last three years in customer service relations for a large insurance company. As you can imagine, a large majority of my customer interactions were with upset customers. I've been called names that I can't repeat here in this interview and my key to working through these situations was to remain calm and not take things personally. Like the financial world, the insurance business is a very life altering experience and a loss or damage to an item is very stressful. I tried to put myself in the customers shoes, see things from their perspective and do my best to ease their situation. In this role with BDT Capital Partners, these same skills would be vital for me to find solutions or the right person to talk to if needed."

      Ryan's Answer #2

      "First and foremost, an active listening approach is the first step to lowering the tension from an angry customer. A couple of months ago, we had a very angry customer come onsite to complain about a defective product that cut his hand pretty badly. The customer came onsite to complain even before receiving emergency care, which was apparent that he needed. First, I let him release his anger and it was not a pretty sight. Then I calmly repeated back what he had said and then explained what our policy allowed me to do at that time. Looking back, my sincere approach and calm demeanor helped calm him down and later that day, my manager had a formal complaint sent to the manufacturer and we were assured that they'd be in contact with the customer."

  2. 2.

    Take a couple of minutes to sell this notepad to me.

      To be successful in the financial advising field, one top key to success is your ability to sell your service to your clients. For this task, your interviewer will slide a notepad (or other item) to you across the table and ask you to sell it to them. First and foremost, your interviewer will be looking for you to project confidence in your pitch and your ability to find their own needs in what they're looking for in a notepad while you give them your pitch. As you sell them the notepad, be sure that you are confident, creative and that you ask questions of them. Overall, see this question as a fun opportunity to show your advising skills in a very nontraditional way and it will be a success for you.

      Ryan's Answer #1

      "Well Mr. Jones, I know in your line that you definitely in high need of notepads to help you succeed in your industry and I'm here to show you a new product we have put out to market that can exceed your needs. You'll notice that it features very wide margins that accentuate the note taking procedures for all who use it. You'll also notice that each individual sheet is carefully perforated to make separation from the binding an easy task compared to other notepads. The last feature of our new notepad is that it comes in many different paper colors that suit your needs. If you want, take this sample to your office for a week and put it to use. If you and your staff would make use of it, I can set you up with your first shipment in no time!"

      Ryan's Answer #2

      "Mrs. Jones, we at Notepads, Inc. are excited to announce a new line of notepads for our exclusive customers. If you can, tell me a bit about your frustrations with your current line of notepads that you use. Wow, thank you for that. I can tell that functionality, cost and supply are all issues that are of concern and I'm happy to tell you that this fantastic notepad meets your needs with the brightest white paper, narrow ruled, right priced and readily available features. I'd like to talk about you further about pricing and delivery options when you are ready."

  3. 3.

    If you were having an interaction with a client here at BDT Capital Partners and you weren't able to answer their question or solve their problem on your own, how would you handle that situation?

      As the forward facing client services representative with BDT Capital Partners, you may be asked serious financial or market related questions that either don't know or aren't qualified to answer. In those situations, you will be expected to explain to the customer how that question will be answered and then deliver a timeline on when it can be answered. In the end, the customer wants to know the clear path to ease their mind and it will be your job to do just that.

      Ryan's Answer #1

      "In my current role in Customer Service with Metropolis' largest automotive dealership, I frequently get asked questions that our sales, finance and service staff have to give the final stamp of approval on in answering customers questions. In these situations, I have a great amount of knowledge where I can prepare the customer for speaking with the right person while also ensuring them that the sales, finance or service staff will provide the final answer. Then, I work quickly to get them to the right person."

      Ryan's Answer #2

      "In a situation where I didn't know an answer, I would ensure the client that we have the right staff in place that would be able to help them quickly and efficiently. I would communicate to the customer what the next step would be and if that would be me putting them directly in contact with someone or me taking their contact information and having someone get back to them. In the end, setting the right course and timeline would be important for every customer when I faced this situation."

  4. 4.

    The day-to-day life at BDT Capital Partners can be hectic and stressful at times. If hired for this role, how would you keep yourself motivated when working with stressed colleagues and pushy clients?

      The daily life at BDT Capital Partners is naturally very fast paced and because of that, both the colleagues and the clients that you may be working with have potential to be stressed, needy and downright mean at times. For this question, your interviewer is looking to get a sense that you would be able to work in this type of environment. In your answer, talk about the fact that you are cognizant of what this job entails as far as personal interactions go and talk about times where you have worked successfully through situations like this in the past. As well, don't hesitate to talk about your own personality traits that help you thrive in these types of situations.

      Ryan's Answer #1

      "Being a person that thrives in a fast paced work environment, I have the ability to handle stressed colleagues with a grain of salt. As you can see from my resume, I've spent the last five years in the manufacturing industry where my department worked under tight deadlines all of the time. If I noticed that a colleague was under stress, I offered my help if I was able to and down the road that was usually reciprocated back to me. This unselfish attitude and realizing that someone else's stress wasn't directed at me was the key to maintaining personal health and balance on the job."

      Ryan's Answer #2

      "In my current role in client services with a large hospitality group, some days can go off the rails and it feels like I'm working with enraged customers all day long. I have the attitude that their anger isn't directed towards me, but I'm the face of the company that they are currently working with and I need to do my job in helping solve their issue. While I do have great resources at my hand to help solve customer issues, I think that taking the time to get to know all of our management team and how they solve problems is key as well so I know who to put customers in touch with if needed."

  5. 5.

    If hired to this role here at BDT Capital Partners, what do you see as one initial hurdle you will have to overcome in your first weeks on the job?

      At the heart of this question, your interviewer is asking you to take an honest look inside of yourself to discuss what you feel is the biggest learning curve you will have if offered this position. This will give your interviewer a sense of how to handle your onboarding process if hired for the position and give them a sense that you have the ability to see what your biggest need would be. Similar to the what is your greatest weakness question, the key to answering this question is humbly pointing out a flaw that you may see and making a plan for how you will overcome that flaw.

      Ryan's Answer #1

      "Having put a lot of thought into this even before submitting my resume for this position, I realize that my greatest hurdle would be making the leap as an Auditor into the financial focused industry. My five years of experience out of college have been focused on management and technical consulting services, but I feel that I've built a very good knowledge base and experience for this role here at BDT Capital Partners. If given the opportunity to join your team, my initial focus would be to get enthralled in auditing in the financial industry and I'd do this by being attached at the hip to my colleagues and taking the time to talk one on one with a lot of other staff to help better understand what they'll expect of me in this role."

      Ryan's Answer #2

      "Understanding that my role here at BDT Capital Partners would have me working with the entire advisory staff, the first hurdle would be getting to know everyone on that team and showcasing the skills that I could bring to their work. If hired for the job, I would hope to be invited to team meetings where I could introduce myself and my role with the team and I'd invite an open conversation with the entire team."

  6. 6.

    If I were to hand you $100,000 to invest today, where would you put that money and why?

      As a simple tool to gauge how you will both satisfy clients and make a profit for BDT Capital Partners, your interviewer is looking to hear how you would invest money right now if given the chance. While there is no right or wrong answer for this question, show them your knowledge of breaking up assets based on age if possible. As well, don't hesitate to call out your knowledge of specifically allocating funds into different sectors or individual businesses or industries. In the end, make sure to give a full explanation of why you are choosing what you are to sell it to your interviewer.

      Ryan's Answer #1

      "If the money was given personally to me to invest for myself, I would go for a 50-50 split between stocks and bonds being that I'm 37 years old. This would provide a good mix of funds that could be placed into aggressive IT and healthcare type stocks with a lot of growth potential while keeping half safe in the bonds market."

      Ryan's Answer #2

      "Being that I am young and willing to wisely be aggressive with money invested for myself, I would look for gems in certain industries like social media and internet retail sales. Amazon is expected to see prosperous growth and so are places like Pinterest and Facebook. I'd be wise with these investments while being sure to pay close attention to futures forecasts as those could change quickly, meaning a shift in my direction as well."

  7. 7.

    How do you feel about performance incentives?

      Many people find that performance incentives can be very motivating and yet others find them to cause anxiety. Talk to the interviewer about your feelings regarding performance incentives and how they may or may not affect your work performance.

      Ryan's Answer #1

      "I feel that performance incentives are a great idea. They keep an employee motivated to do a great job and ensure that they are on top of their KPI's. The majority of people are very enthused about being rewarded for their successes."

      Ryan's Answer #2

      "I am prepared to give my best, whether a performance incentive is offered or not. Incentives can be a great idea, but I feel they should not be too simple to achieve. Most sales professionals respond well to a good challenge."

  8. 8.

    If hired for this role at BDT Capital Partners, how would you help make sound investment decisions for our clients?

      While certainly an open ended question for you to run with, your interviewer is really looking to get a sense that you are resourceful in your decision making processes and that you don't rely too heavy on quantitative or qualitative information to make decisions. In your answer, talk about the sound use of data while also relying on your experience and judgement to help in your decision making processes. As well, if you are open and experienced in a team based approach among fellow colleagues, talk about that as well.

      Ryan's Answer #1

      "In my current role, we have a great team that considers many factors in our investment decisions for our clients. Our engineers have developed mathematical models that gauge the markets and their propensity to shift over time. We have a team of market experts that rely on the new and current times to predict future fluctuations. As the Portfolio Managers, we weigh information from all of these teams to make decisions moving forward and this allows for the greatest confidence in our overall decisions."

      Ryan's Answer #2

      "While all of our decisions for our clients are based on assumptions, my experience has taught me to weigh in many different factors when making investment decisions. Looking at historical data to predict futures carries some weight and can be accurate at times, but having firsthand knowledge of different businesses and industries like I do helps put that historical data into perspective when trying to predict the future. If hired for this position at BDT Capital Partners, I'll have that ability to make the best decisions possible for your clients."

  9. 9.

    In your work as a Portfolio Administrator, what kind events cause you the most stress on the job?

      The high demands of a position as a Portfolio Manager or Administrator bring a lot of stress. Market volatility, greed, underperformance and tough clients can all contribute to a high level of stress in this field. For this question, your interviewer is looking to gain insight on how you handle these stress factors on the job by having you talk a bit about what types of things cause you stress. While you talk openly about what it is that causes you stress or discomfort, make sure that you also talk through how you handle that stress in a safe, healthy and good for business manner.

      Ryan's Answer #1

      "While overall market volatility does stress out a lot of Portfolio Administrators, I have a very good way of explaining this volatility to my clients to the point where it doesn't stress me out. For me, any stress that I feel is usually put on me by myself in having very high expectations for my work with clients. To help alleviate this stress, I've learned over time that the goals and expectations that I put on my work have to be realistic and attainable when they sometimes weren't early on in my career."

      Ryan's Answer #2

      "In reality, our work as Portfolio Managers for our clients is almost like trying to do the impossible. We are relied upon to make sound decisions for clients based on insufficient information, all while trying to maintain confidence in our decisions. This in itself is a daily stressor on the job and one that I don't take lightly. To help myself with this daily stress, I've learned to accept mistakes as they happen, own up to them with clients and work hard to alleviate those mistakes to put my clients back in the best position possible."

  10. 10.

    At BDT Capital Partners we put a lot of value in the continued training of our employees. If you could expand your knowledge in any financial service area, which would you choose?

      The interviewer would like to know that you would be willing to commit more time to expanding your financial services knowledge. If you were given the opportunity to expand your industry related training, which area would you choose?

      Ryan's Answer #1

      "I really appreciate that BDT Capital Partners puts so much emphasis on the education of your employees. If I could choose to further my education in any area of financial services, I would choose to learn more about hedge funds."

      Ryan's Answer #2

      "I take professional development very seriously and have attended a variety of courses this year including Financial Markets and Products, and Personal Financial Planning II. If I could take another, I would definitely choose to learn more about Personal Financial Planning but taking the Level III course."

  11. 11.

    Discuss a time that you worked a client through a difficult financial situation. What were the keys to making it a success for the client?

      Your interviewer is posing this question to see how you will handle a situation where a client at BDT Capital Partners is working through a difficult time. As you talk about how you managed that situation, your interviewer will be looking to hear that you have the interpersonal skills to be effective from the client's perspective. In your answer, be sure to explain the importance of an empathetic approach with your clients and how that approach helps them get through a difficult time.

      Ryan's Answer #1

      "During the recession in 2008, I had a very large client call to request that all of his funds be pulled out of the stock market. Knowing that this move was a very poor strategy, I needed him to hear that in most personal and educated way possible. With an active listening approach, I repeated back what he had told me and I reiterated that he wanted to sell them at a low price and hopefully buy them back down the road at a high price. This made the client take a pause and think. This was my opportunity to talk about market history and the odds that his stock prices would rebound over time. He decided to keep his funds in the market at the time and a few years down the road, he called to personally thank me for the sound advice. The fact that I took a personal approach while educating him in the process to make his own decision was the definite key to success in this situation."

      Ryan's Answer #2

      "Sometimes in this field, difficult conversations have to be had with clients and when I need to have them, I use a very personal and empathetic approach. A great situation where this happened was with a client that wasn't meeting their personal retirement goals to be done working at age 62. At the point we were working together, she was 55 years old. After a quick assessment of her finances, I talked to her about letting her two kids be responsible for their own college tuition. As a mother, her intuition was to support her children in every way possible but the reality was that it was hurting her own goals. Simply put to her, I told her that there are no loans available for retirement and that she was doing both herself and her kids a favor by taking the route I suggested."

  12. 12.

    BDT Capital Partners seeks out natural and confident leaders. What leadership qualities do you possess?

      The interviewer would like to know that you can take on a leadership role even if it is not a formal leadership title that you possess. Everyone has leadership capabilities, whether they come in the form of training a new employee or merely leading by example.

      Ryan's Answer #1

      "I feel that I am good at motivating a team. Last year, I motivated my sales team every day, through small incentives and awards, and we ended up being the top sales team in the company for the year!"

      Ryan's Answer #2

      "Some great qualities of a leader are:

      - Being someone who people naturally want to follow
      - Exceptional interpersonal skills
      - Strong relationship building skills
      - Taking ownership for the team's errors and mistakes
      - Excelling at motivating others
      - Providing kudos to your team
      - Knowing how to select and hire the right people to join the team
      - Having a vision for the future

      These are just a few to get you started! With which qualities do you most identify?"

  13. 13.

    Here at BDT Capital Partners, we are expecting someone with strong leadership skills to take this role. How would you describe your management style?

      Prior to your interview, try to take a long, hard look inside your skills and styles as a leader of others and prepare to present the best management style possible to your interviewer that fits the role that you are interviewing for with BDT Capital Partners. Your answer should also involve solid research into the culture of BDT Capital Partners and the details of the role you are interviewing for. Some important things to touch on are your ability to promote a team atmosphere and your ability to delegate responsibilities when necessary.

      Ryan's Answer #1

      "My overall management style is the belief in building a positive team atmosphere. I'm a firm believer that each person and role brings a specific skill set to the ocverall goals and purpose of a team and I promote a team based atmosphere by larifying everyone's role on the team, keeping every person's objectives clear, rewarding great performers on the team and holding people accountable for their actions. If hired for this role at BDT Capital Partners, you can be assured that my promotion of a team based atmosphere would help achieve even higher goals than you have set right now."

      Ryan's Answer #2

      "I think that it is crucial for a leader of others to be flexible in their style rather than relying on just one of the canned management styles. I'd like to highlight my abilities to lead as being a manager that works to grow and develop my staff to help them achieve their career goals and a leader who is able to provide direction and authority when the time for it arises. By knowing my team well and promoting our goals, I have the ability to assign work to the right people and follow through with my team on meeting all objective necessary."

  14. 14.

    What types of compensation structures have you worked under in the past and do you have any expectations for this role with BDT Capital Partners?

      Compensation for Financial Advisors can vary from a straight salary, straight commission, salary plus bonus or a fee-only structure. You can speak openly and honestly to your interview about the types of compensation you have received throughout your career up to this point, but it is always important to do your research on BDT Capital Partners and how they pay their advisors when you elaborate on the compensation model that suits you best. In the end, it is important to match your expectations with the compensation structure of BDT Capital Partners.

      Ryan's Answer #1

      "In the current role that I have been in since graduating from college, I started on a base salary for three years guaranteed that also had a bonus structure tied in for performance. At the the end of the three year base salary period, I was moved to a straight commission and have been on that for almost five years now. I am very confident in my ability to be a high performing advisor on commissions and bonuses and find that I have a very high motivation to succeed in this atmosphere."

      Ryan's Answer #2

      "As an experience advisor that has spent time working with a large firm, a small independent firm and being self-employed, I have worked on pretty much every pay structure possible for our profession. At the point that I am at in my career with an aging family and grandchildren on the way, a salary plus bonus structure is what I'm seeking during my job search. From what I understand about this position, the compensation you are offering falls within those parameters. Are you able to expand on the bonus structure so I have a better understanding of how it works?"

  15. 15.

    We want our advising team at BDT Capital Partners to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

      The daily stressors of a career in financial advising can be burdensome, overwhelming and lead to burnout on the job. To get a sense that you can handle stress in a safe and healthy manner and be able to come to work each day with a clean slate, your interviewer is looking to delve into your personal life a bit to see how you manage stress. When answering, you can certainly talk about the things you do on the job to keep as stress free as possible, but also be sure to talk about the things that you do outside of work to avoid burnout. Point out that you have the resources and ability to care for yourself to keep you at the top of your game on the job.

      Ryan's Answer #1

      "To begin with on the job, I consider myself very excellent at handling stress. Being a goal oriented person, I find happiness in obtaining goals and consider any necessary stresses in pursuit of a goal healthy. Outside of work, I am a very active person that trains for marathons and spends a lot of time outdoors with my family. I find that these activities help cleanse my mind and heal my body to prepare for a new week on the job."

      Ryan's Answer #2

      "When I maintain a healthy diet, exercise regularly and spend as much time as possible outside of work with my children, any unnecessary work stresses are put on the back burner and often relieved immediately. I'm a firm believer in a healthy work-life balance, even though it can be very tough to do in our field. Having the ability to answer a client email or phone call during off hours while unwinding has made our work lives better as well."

  16. 16.

    We pride ourselves on our interdepartmental teamwork here at BDT Capital Partners. If hired for this role, what kind of team player could we expect you to be?

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  17. 17.

    Why would our clients here at BDT Capital Partners want you to be their financial advisor?

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  18. 18.

    How can BDT Capital Partners motivate you on the job?

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  19. 19.

    One huge philosophy that we believe in at BDT Capital Partners is professional development. How have you worked to develop yourself professionally throughout your career?

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  20. 20.

    Have you ever run into a situation where a company had a positive cash flow but was still in critical financial trouble?

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  21. 21.

    At BDT Capital Partners we offer many different financial services. Which aspect of financial services are you best versed in?

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  22. 22.

    At BDT Capital Partners, we pride ourselves on providing the best overall customer experience. Talk about your customer service experience and explain why it will help our clients here.

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  23. 23.

    Think back over your career up to today and tell me about the most difficult day on the job you encountered. What made the day difficult and how did you handle that situation?

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  24. 24.

    If you joined the team here at BDT Capital Partners, how would you build relationships with those that you would be working closely with?

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  25. 25.

    What software programs do you use in your current work and how adaptable would you say that you are in learning and using new programs?

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  26. 26.

    We pride ourselves on teamwork here at BDT Capital Partners and this role in Client Services relies on teamwork. What are the top qualities would you would bring to a team based atmosphere here?

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  27. 27.

    How would you define what working capital is for a company and what does its measurement mean?

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