MockQuestions

Moelis & Company Interview Questions

To help you prepare for a Moelis & Company job interview, here are 27 interview questions and answer examples.

Get More Information About Our Moelis & Company Interview Questions

Question 1 of 27

Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?

How to Answer

At the heart of this question, your interviewer is looking to hear how you use solid interpersonal and relationship building skills to diffuse a difficult situation with a coworker when on the job. No matter what situation that you talk about, make sure to focus your answer on a positive mindset and the steps that you walked through to turn a potentially hazardous situation into a good one. As well, talk about lessons learned from that situation that you keep with you to this day on the job.

Next Question

27 Moelis & Company Interview Questions & Answers

  • 1. Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?

      How to Answer

      At the heart of this question, your interviewer is looking to hear how you use solid interpersonal and relationship building skills to diffuse a difficult situation with a coworker when on the job. No matter what situation that you talk about, make sure to focus your answer on a positive mindset and the steps that you walked through to turn a potentially hazardous situation into a good one. As well, talk about lessons learned from that situation that you keep with you to this day on the job.

      1st Answer Example

      "A couple of years ago, we had hired a new Junior Advisor on to our team and I was tasked with being his mentor. Having mentored several other thriving Junior Advisors prior to him starting, I was excited for the opportunity. Within the first week of him being on the job, I overheard a colleague of mine talking very openly about his disdain for the hire of this new Advisor and witnessing him personally criticizing him in a face-to-face encounter. Immediately, I spoke to my colleague in a private office about my concern over his actions and words towards the new Advisor. Having been a part of the interview process and his early mentorship, I knew that he had the skills to succeed and I reiterated that to my colleague. After agreeing to back off on any private criticizing of the new Advisor and a promise to help mentor him, I learned that direct conversations are the best way to handle workplace conflicts."

      2nd Answer Example

      "f"A couple of years ago, I approached a colleague that had missed a deadline or a big audit we were conducting and she completely blew up at my during our conversation. At first, I was very taken aback by her response because I had never witnessed that from her in many years of working together. While remaining calm, I allowed her the opportunity to vent to me and it turns out that she was going through a lot of things in her personal life that were impacting her work. While keeping our project deadlines in mind, I also took a personal approach in letting her know that she could bring these issues to me as both a colleague and a friend and we could work through them together in the future. This approach is vital to any conflicts that can arise with colleagues and one I don't hesitate to take when needed."

  • 2. At Moelis & Company, our clients are the lifeblood of our business and we do everything in our power to make them happy. What does the term customer service mean to you in your work?

      How to Answer

      No matter what position you are interviewing for at Moelis & Company, your interviewer is looking to hear what customer service means to you in your work and how you apply that philosophy in your everyday work life. In essence, they want to hear your story as to why solid customer service is important to you. Prior to your interviewer, be sure to really think about this question to apply what is important to you in how you go about your work. Whether you talk about problem solving or making people happy, this should be reflected in the work that you do.

      1st Answer Example

      "A pursuit of a career in the financial field really suited my two passions in life of mathematics and problem solving. In this role, helping clients solve problems in an efficient manner and with a smile on my face would be the drive to succeed that I need. At the end of the day, if I see that my work helped a client grow their wealth and achieve their financial goals, I know that it was a job well done."

      2nd Answer Example

      "As a people person by nature, I have an innate ability to do what is needed to give customers the best experience possible when I'm working with them. This means that I reflectively listen to their needs and concerns and do what is necessary to help them based on what I heard. In my interactions with customers, I am positive, pleasant and nurturing by nature and I've found that customers are very receptive to my style off communication with them. If hired for this role at Moelis & Company, you'll quickly find that dedicated customer service is one of top qualities that I will bring to you team."

  • 3. What statistical analysis tools do you have experience working with?

      How to Answer

      As a successful and resourceful Data Analyst, your interviewer at Moelis & Company is expecting you to be knowledgeable and well-versed in the many tools available to you. In your answer, be sure to show diversity within particular programs like SAS and SPSS while also explaining that you are very proficient in Microsoft Excel. On top of the programs, talk about any experience you have with programming and database language like SQL and Python.

      1st Answer Example

      "In my current role, most of my analysis is handled in SAS and I've really grown to appreciate the program's ability to to manage large data sets and create predictive modeling in the financial field. From a past job, I have experience on SPSS and also with the SQL programming language to build robust databases. Of course, I have received expert level training in Microsoft Excel and consider myself a master of the program."

      2nd Answer Example

      "Having been in the field for over 15 years, looking back at the technological advancements in the tools that we use is very amazing. I consider myself very fluent in both the Sisense and KISSmetrics programs. I also have a good amount of experience in Crystal Reports."

  • 4. Give an example of a time that you had to resolve a difficult situation with a client or customer. What were the keys to coming to a successful solution?

      How to Answer

      In a front facing role with Moelis & Company where you will be interacting with clients on a daily basis, your interviewer wants to be ensured that you have the skills to resolve client issues with ease and they'll look to do so with this question. In your answer, let your interviewer know that you can take ownership of any situation by talking about a specific time where you did what was necessary to alleviate a difficult situation with a client. Talk about the resources that you used and your interpersonal skills that helped turn a potentially bad situation into a successful one.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 5. What is the most attractive thing in your eyes about this role with Moelis & Company?

      How to Answer

      For this question, your interviewer is looking to gain insight into what you know and like about Moelis & Company and how they will be able to help you meet your career goals. In your answer, try and stay focused on the alignment of your values with the organization's values and demonstrate that you've done your research on Moelis & Company and the job you are interviewing for. To try and maintain positivity in your answer, try not to talk bad about a previous employer as that can make you sound like a difficult employee and raise a red flag for your interviewer.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 6. How do you stay on top of new trends in the financial services industry?

      How to Answer

      The interviewer would like to know that your passion for financial services goes beyond your work hours. Do you keep on top of industry news and trends on your off time? Assure the interviewer that you are well immersed in the industry.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 7. How can Moelis & Company motivate you on the job?

      How to Answer

      Every employer should know how each of their employees is best motivated. Talk to the interviewer about the variety of ways in which you are best motivated on the job.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 8. The clients of a financial firm like Moelis & Company 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?

      How to Answer

      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.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 9. At Moelis & Company, 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.

      How to Answer

      In the financial services industry, overall client experience is a major predictor of business growth and the team at Moelis & Company takes the overall client experience seriously. For this question, your interviewer will be looking for you to expand upon your customer service experience past what they can see from your resume. To seal the deal for your interview, try to talk about times that you have went above and beyond the call of duty to provide the best service possible for a customer.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 10. We are looking for the most motivated individuals to join the team here at Moelis & Company. Where would you like your career to take you in the next five to ten years?

      How to Answer

      This common interview question put you in a tough spot where you should talk about your ultimate career goals while also balancing the needs of the position that you are interviewing for and the needs of Moelis & Company. Prior to your interviewer, try to research the job and Moelis & Company to the point where you can match your career goals with they Moelis & Company offers. While your interviewer is looking for a long-term fit for the position they are interviewing you for, it is okay to set your sights higher as long as your goals meet that of the organization's goals. If at all possible during your answer, point out that long-term success with Moelis & Company is vitally important to you.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 11. At Moelis & Company, we expect our advisors to be available to speak with clients in person, over the phone and through email. What are your experiences in working with clients through different communication methods?

      How to Answer

      Customer interaction is the name of the game at Moelis & Company as they rely on excellent customer to service to retain and grow their client base in a cutthroat market. For this question, your interviewer is looking to get a sense of how you use your communication skills to your advantage in your work and how those skills will benefit Moelis & Company. As you answer and talk about your experiences in communication methods, try to show that you thrive on client interactions and have the ability to be both persuasive and trusted with those interactions.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 12. Moelis & Company strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

      How to Answer

      Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and Moelis & Company doesn't take client retention lightly. One slip up and a high profile client will be taking their business to a competitor. For this question, your interviewer will be looking to hear that you understand your role in the customer retention equation and how you take pride in that in your everyday work. Make sure to hit on the point that doing the small things, like prompt communication and follow up, go a long way towards keeping clients happy.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 13. At Moelis & Company, we expect our Business Analysts to put extra emphasis into the risk management aspects of their project work. How have you performed risk mitigation and risk avoidance in your previous roles as a Business Analyst?

      How to Answer

      The financial field is often posed with great risks and Business Analysts must always factor potential risks into the equation of any project that they work on. To get a better idea of how you will do this if hired at Moelis & Company, your interview is giving you a chance to talk about your knowledge of risk and how you have worked with risk mitigation and risk avoidance in your previous positions. If new to the financial services field, it is important to show that you know that common risks can be systematic, operational, legal and credit related.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 14. We pride ourselves on teamwork here at Moelis & Company and this role in Client Services relies on teamwork. What are the top qualities you would bring to a team based atmosphere here?

      How to Answer

      At the heart of this question falls your interviewers need to determine how well you will work with others on the team at Moelis & Company. You will be working with high level advisors and managers that are under a lot of pressure to perform in their jobs and your communications with them will either alleviate some of that stress or add to it. To ensure that your interviewer walks away from your conversation knowing that you are a team player that keeps the end goals of the company in mind, focus your answer on your effective communication skills, your knowledge of everyone's role on the team and your knowledge of what your role on the team will be.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 15. What tools do you currently use to help you be a more efficient and effective Business Analyst?

      How to Answer

      While the tools that Business Analyst use can vary greatly between industries and even companies, your interviewer is looking to get the sense that you are a resourceful employee that has a good working knowledge of many different types of software programs. While being honest in your answer, try to show diversity in your answer by talking about data specific software, word processing software, presentation software and any other programs that you see fit for this role with Moelis & Company.

      Answer Examples Have Been Hidden

      Please upgrade to view

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

      How to Answer

      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.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 17. How do you believe your coworkers would describe you?

      How to Answer

      The interviewer would like to know how you are seen by your colleagues. Select approximately three words that truly define who you are. Be sure to choose words that radiate positive thoughts!

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 18. If you were having an interaction with a client here at Moelis & Company and you weren't able to answer their question or solve their problem on your own, how would you handle that situation?

      How to Answer

      As the forward facing client services representative with Moelis & Company, 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.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 19. Among the common issues that are faced by Data Analysts in their work, which one or two problems do you feel really challenge analysts in the financial industry?

      How to Answer

      While the challenges faced by general data analysts makes for a pretty long generalized list, this question is allowing your interviewer the chance to see your critical thinking skills by having you talk about which challenges you feel will be critical in the financial field. While there isn't necessarily a right or wrong answer in this question, make sure that you are able to speak intelligently about your answer and provide ways with how you can meet the challenges in your work with Moelis & Company.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 20. Give me an example of a time that you had to solve a problem without having all of the necessary information at hand to do so. How did you handle that situation?

      How to Answer

      For this question, your interviewer is looking to test your ability to be analytical and resourceful in a specific situation where you had to dig further to solve a problem. Prior to your interview, try to think of a time in the past where you encountered this specific situation and talk through it by laying out the problem and walking through the step-by-step approach you took to solve the problem. Try to be as detailed you can as you explain how you thought the problem out and worked hard to use the resources you could to help solve the problem. Your interviewer will be relying on these fine details to truly see how you will perform on the job with Moelis & Company.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 21. 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?

      How to Answer

      Your interviewer is posing this question to see how you will handle a situation where a client at Moelis & Company 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.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 22. We want our advising team at Moelis & Company to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

      How to Answer

      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.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 23. If hired for this role at Moelis & Company, I want to be sure that I'm hiring a motivated individual. What motivates you in your daily work and your career?

      How to Answer

      In the financial services field, you should have strong personal motivation to succeed in your work and your interviewer is asking this question to see what it is that make you tick while on the job. While being open and honest in how you stay motivated on the job, make sure that your answer doesn't include collecting a paycheck every week or two. While money is certainly a motivator in this field, make sure that you use it in an appropriate context if you decide to talk about the financial piece of this business as being a motivator. In the end, your interviewer is looking to get a sense of how he or she will be able to keep you hungry for more if you are hired for this role.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 24. This position at Moelis & Company has generated a lot of interest from applicants. What do you feel is the one quality that sets you apart from others we are speaking with about this position?

      How to Answer

      This question is the perfect opportunity for you to highlight the one key quality that makes you the best person for this position, so be sure to really think about what this one quality is ahead of your interview. While there are many ways that you can take you answer to impress your interviewer and seal the deal for you in getting the job, be sure to avoid making assumptions about the other candidates in your answer. As well, be sure to avoid anything in your answer that points to this job being convenient for you personally or the fact that you'll be getting compensated for this work. Those are quick ways for you to go to the bottom of the candidate ranking list.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 25. At Moelis & Company we offer many different financial services. Which aspect of financial services are you best versed in?

      How to Answer

      Walk the interviewer through your expertise that best relates to the business they specialize in. This is where it's important to have searched Moelis & Company prior to your interview! Be sure to finish by asking the interviewer the services they prefer you be versed in. This way you can overcome any potential objections later.



      Answer Examples Have Been Hidden

      Please upgrade to view

  • 26. What statistical models are you familiar with and which do you feel would best apply to the financial field here at Moelis & Company?

      How to Answer

      Financial Engineers and Quantitative Analysts are relied upon in the financial industry to utilize complex algorithms and math to predict the trading market's immediate future. For this question, your interviewer will be looking to get the sense that you have the skills to apply statistical model in finance by having you talk about the models that are familiar with and have worked with in the past. While being honest about your experiences, be sure to point out that you are aware that some apply more to finance and the market to set yourself apart during this question.

      Answer Examples Have Been Hidden

      Please upgrade to view

  • 27. As a Business Analyst at Moelis & Company, you will be tasked with working with diverse teams of stakeholders on different projects. How do you handle stakeholders that are difficult and bullheaded?

      How to Answer

      Leading a project team will put you in front of many differing personalities and you need to have the ability to work with every type of personality to be successful in this role at Moelis & Company. While your interviewer may not be telling you that you will work with a difficult person because they know of a few, they're more looking to see how you utilize your communication and problem solving skills to make the situation better for everyone. As you answer this question, feel free to use an example from the past that highlights how you used your interpersonal skills to work effectively with a difficult person on a project team.

      Answer Examples Have Been Hidden

      Please upgrade to view