Careers
Companies
Topics
Get Started
Interview Coach 1:1
Gain the confidence you need by asking our professionals any interview scenario, question, or answer you are unsure about.
Let Us Review Your Answers
Our interviewing professionals will gladly review and revise any answer you send us. Allowing you to craft perfect responses for your next job interview.
Interview Questions by Topic
Interview Questions by Career
Interview Questions by Company

Pzena Investment Management Interview
Questions

28 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 28

We are looking for the most motivated individuals to join the team here at Pzena Investment Management. Where you would you like your career to take you in the next five to ten years?

1000s of Interview Questions

Win your next job by practicing from our question bank. We have thousands of questions and answers created by interview experts.

Pzena Investment Management Interview Questions

  1. 1.

    We are looking for the most motivated individuals to join the team here at Pzena Investment Management. Where you would you like your career to take you in the next five to ten years?

      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 Pzena Investment Management. Prior to your interviewer, try to research the job and Pzena Investment Management to the point where you can match your career goals with they Pzena Investment Management 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 Pzena Investment Management is vitally important to you.

      Ryan's Answer #1

      "Now that I am to the midway point of my career, I am looking for my next move to be my final move in finding my work home until I retire. As a successful Financial Advisor today, I want to focus on continuing to grow my skills in advising clients on retirement and private wealth management and it sounds like I'll have that opportunity here at Pzena Investment Management. As I continue to grow in my skills and prove my worth to you, a long-term career goal is to be in management where I could oversee the work of Junior Advisors and mentor them towards success."

      Ryan's Answer #2

      "A career in risk analysis has been a dream for some time and this opportunity with Pzena Investment Management is really my dream job. If hired here, my goal for the next five to ten years would be to continue to hone my skills and help the work of the department to a point where it is growing and becoming more effective. Down the road, I'm really in a position to be an open book when it comes to where my career with Pzena Investment Management would go from there."

  2. 2.

    In working with financial data here at Pzena Investment Management, what are the steps you would take in the data validation process as part of your work?

      Your job as a detailed and proficient Data Analyst requires you to take proper steps in the data validation process to ensure that data used is accurate and clean. Bad data in the financial industry can have a costly impact and your job will be to ensure that doesn't happen. For your answer to this question, discuss the importance and your method for both data screening and data verification as part of the validation process. Also, be sure to talk about any programs that you utilize during the validation process.

      Ryan's Answer #1

      "With any large analysis project and performing data validation, my first step is to create a detailed plan for the data needed. This plan will define the required data to be validated and set the way for the remaining steps. The next steps are to validate the information in the database and then the formatting of the data. Finally, prior to validating the data, sampling needs to be done to ensure that a small sample meets the requirements of the project. Being very proficient with many validation programs, I consider myself very proficient in both QuerySurge and Datameer but remain open to learning any new programs here at Pzena Investment Management."

      Ryan's Answer #2

      "Here at Pzena Investment Management, your Financial Advisors rely on the most accurate and up to date data to present to clients and I would take great pride in my job as a Data Analyst to provide the best data possible. To validate data, the two important steps I would take are data screening and data verification. I am very confident in my ability to work with algorithms that screens large sets of data for their accuracy. On top of that, I have worked with a few of the different data verification programs like Experian and Sage Intacct."

  3. 3.

    When it comes to financial services, which focus do you find the most rewarding?

      There are so many areas of focus when it comes to financial services. Talk to the interviewer about the areas of finance that you enjoy working on the most. Be sure to acknowledge some areas of focus within Pzena Investment Management when you answer this question.

      Ryan's Answer #1

      "I find many areas of financial services to be intriguing. After researching your company further, I see that you focus on Capital Market Services and Brokerage Services. I really enjoy working in both areas but primarily Capital Market Services and restructuring debt."

      Ryan's Answer #2

      "One of the primary reasons behind my application to your company was that you offer Commercial Services. This is an area or strength for me that I look forward to evolving even further."

  4. 4.

    Here at Pzena Investment Management, we are often brought in to consult with clients on ensuring accounting accuracy in their practices. What tricks, tips and tools will you be able to bring to our clients to help them ensure accuracy?

      In looking to join Pzena Investment Management as an accounting expert, their clients will be looking to you to help alter their accounting practices to ensure the best accuracy possible. While there are many ways you can answer this question, ensure that your interviewer walks away knowing that you can bring a unique expertise to the team at Pzena Investment Management by highlighting some ways that you've helped businesses become more accurate in their accounting practices in your past. As always, keep an open mind to perfecting your craft and learning new things along the way as well.

      Ryan's Answer #1

      "As you can see from my resume, I have experience working in accounting in health care, manufacturing and the public sector. While all of these industries brought their own accounting nuances and expertise required, I've learned many great things along the way to help ensure that accounting departments are as accurate and efficient as possible. One top priority I always work on with clients is accounts receivable and making sure that AR is as up to date as possible. Outside of cash and bank accounts, AR is the bread and butter of finance for a company that is selling goods or services and many companies don't put enough time and energy into balancing their AR."

      Ryan's Answer #2

      "In my experience, accuracy in accounting practices comes down to control in the aspect of who has final say in financial statements for an organization. At times throughout my career, I have witnessed high level leaders be too involved in the final financial statements for organizations and truth may have been bent at times to inflate the performance of the company. To combat this, I firmly believe in clearly outlining all accounting processes within an organization and segmenting specific duties within an accounting department to different individuals. This tactic has worked great with many departments I have worked with and I'd look forward to working on this with your clients."

  5. 5.

    We want our advising team at Pzena Investment Management 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."

  6. 6.

    How many boxes of macaroni n' cheese were eaten in the United States last year?

      er Questions like this during your interview are meant to test your ability to deduce an answer from a very limited set of information and assumptions. You and your interviewer both know that it would be impossible for you to know or even calculate the correct answer, so your interviewer is solely looking for the factors that you use in extrapolating the answer that you give. In your answer, be as detailed as possible in why you are making the assumptions that you are when coming to a final answer.

      Ryan's Answer #1

      "In knowing that the population in the United States is around 325 million people, my biggest factors in determining my answer will be that children between the ages of two and ten consume 75% of the mac n' cheese each year and that the other 25% is consumed by ages ten and above. The other factor is that the kids eat one box per week and the ages over ten eat two per month. So, I'll determine that there are 80 millions children between two and ten and figure that they'll eat 4.2 billion boxes. Then I'll determine that there ere 240 million people over ten that eat two per month to get 5.7 billion boxes of mac n' cheese. When added together, I'd say the final answer is right around 10 billion boxes of man n' cheese are eaten in the US each year."

      Ryan's Answer #2

      "My estimate of this number would factor in the total US population over three years old, the people that eat macaroni n' cheese to be around 280 million people. Then, I'd factor that in the summer, each person eats one box per week and in other seasons they eat one per month. During the summer, the population would consume 3.4 billion boxes and during the other three seasons, they would consume 2.5 billion between all people. This would add up to right around 6 billion boxes eaten in the United States last year."

  7. 7.

    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?

      In a front facing role with Pzena Investment Management 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.

      Ryan's Answer #1

      "Having worked in customer service for one of the areas largest auto dealership for the last six years, handling difficult customers was a situation I had to learn to handle pretty quickly. Just a few weeks ago, I was covering our front desk on a Saturday afternoon when our sales staff was still open for business. I recognized the person approaching the door as a customer that had recently purchased a new vehicle. He stormed through the door, placed his keys on the counter in front of me and said that he demanded a refund on his new purchase because the check engine light had already come on inside of the car. Knowing off the top of my head that his new vehicle was under a full warranty, I calmly let him know that his car was under warranty and that I'd have a member of our sales staff come out and take a quick look. I also let him know that our service department was not working that afternoon and, if needed, we could schedule him for a diagnostic test at his earliest convenience. After our salesman went out to take a quick look and not seeing anything obvious, we ended up giving him a loaner vehicle so his new car could be taken care of on Monday morning. He ended up leaving pretty happy that day and I know that my patience in hearing him out really helped."

      Ryan's Answer #2

      "A couple of years ago, I was asked to work with a very high profile client for his financial advising services when he came to our firm because my CEO trusted I could handle what he felt would be a difficult task. From my first meeting with the client, he demanded that we provide more returns than the previous firm that he worked with and he was rather rude with our front desk staff. I took the approach of taking the time to listen to his needs and speak to him more about what my firm could provide. I laid out my experience and track record for him to help him build his trust in me. I knew that with him, I would need to take time to walk through my decision making processes for his investments and he really appreciated that. As of today, we are still working strong together and his wealth is growing."

  8. 8.

    At Pzena Investment Management, 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?

      No matter what position you are interviewing for at Pzena Investment Management, 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.

      Ryan's Answer #1

      "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."

      Ryan's Answer #2

      "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 Pzena Investment Management, you'll quickly find that dedicated customer service is one of top qualities that I will bring to you team."

  9. 9.

    If hired for this role at Pzena Investment Management, 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 Pzena Investment Management, I'll have that ability to make the best decisions possible for your clients."

  10. 10.

    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?

      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 Pzena Investment Management.

      Ryan's Answer #1

      "Back when I first joined my current organization, I was taking a role that had been vacant for many months and I had to start with a backlog of work along with the regular daily activities. This customer service role included logging daily visitors and calls and the interim rep only kept brief notes. After taking the time to walk through training and getting running on my own, I realized that the current workload wouldn't allow me to catch up on the backlog of work that had been missed. While I had ideas of how to play catch up on the work, I approached my supervisor with a few ideas and we settled on having me log hours from home on our system as overtime to get caught up. I worked with our IT staff on getting set up on our network from home and was more that willing to help out with some extra hours."

      Ryan's Answer #2

      "Working for a large financial institution, our advisory staff help cover for each other when we are on vacation, sick or simply out of office for the day. We typically team up in group of three to help provide coverage for each other. A couple of months ago, I fielded a call from a colleague's client while she was away on vacation and completely out of phone coverage. The client had several questions about their personal finances that I couldn't help resolve off the top of my head. I let them know that their advisor was away on vacation but I would take the next hour to research their questions and get back to them shortly. This was a very acceptable path of action to the client and I took the time to get their questions answered quickly."

  11. 11.

    List the top 3 skills that you have acquired in your last role.

      You have likely gained many valuable skills in your career. Share with the interviewer which skills you value the most. Be sure to include skills that will potentially benefit this potential new employer.

      Ryan's Answer #1

      "In the past few years I was able to upgrade my education while still working full time. The biggest skill that I gained was my ability to multi-task as I worked the dual role of employee and student. I also have strong skills in a variety of Microsoft programs such as PowerPoint and Excel."

      Ryan's Answer #2

      "There are many skills I gained in my most recent position as I had a great training program and my boss was a strong mentor. If I had to choose three top skills I would say that the biggest ones were effective multitasking, solid closing skills, and cold calling abilities."

  12. 12.

    Pzena Investment Management 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?

      Businesses in financial advising are constantly pushing the limits to ensure that they retain clients and Pzena Investment Management 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.

      Ryan's Answer #1

      "I learned a few very important things from a senior mentor early in my career that I still hold near and dear to my heart to this day. First, clients expect me to be responsive to their needs to ensure that they keep their business with me. Because of this, I return phone calls and emails as soon as I can, even if that means in the evening, the early morning or on a Sunday afternoon. These small actions go a long way in showing my clients that I care. Another key to the success of my long-term clients is my ability to set and manage expectations for them. Clients desire to have a plan and know what that plan entails and I pride myself on my ability to work with them to set goals and a plan to achieve those goals."

      Ryan's Answer #2

      "Having lost clients in the past that went to another firm, I take that pain personally and do everything I can do to ensure long lasting relationships with my clients. For me, the first key to long term success with my clients is a proactive approach. I don't wait for clients to get in touch with me to make changes to their portfolio, I reach out to them. This action alone shows my clients that I am working for their best interest. Another action I take that shows my worth to my clients are goal tracking and quarterly progress reports that I send out to them. This is particularly helpful for clients that are working with me in their first two years."

  13. 13.

    If hired for this role at Pzena Investment Management, I want to be sure that I'm hiring a motivated individual. What motivates you in your daily work and your career?

      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.

      Ryan's Answer #1

      "I find myself the most motivated on the job when I am being challenged and when I can continue learning new things. From what I've learned in talking to others that currently work here at Pzena Investment Management, the fast paced environment and continuous changes in the industry would keep me very motivated in my work and you'd never have to question if I were truly enjoying and being motivated in my work."

      Ryan's Answer #2

      "At a young age, my father taught me to do what I love and love what I do and I know that as I approach the middle years of my career that I made the right career choice. The personal finance field has really blended my love of helping others succeed and my passion for statistics and computers. In this role with Pzena Investment Management, I'll be working with your clients everyday on helping them achieve financial success and that alone is all of the reason I need to get out of bed every morning."

  14. 14.

    Our customers rely on our services outside of normal business hours. Are you able to work a flexible schedule if hired for this position?

      Because financial clients can be in need outside of the standard 9-5 business hours, this position with Pzena Investment Management may require the need for you to be flexible with your schedule to accommodate the business needs of the position. Prior to applying for the position, Pzena Investment Management should have posted the expected hours for position for you to have an idea of what will be expected. When answering this question, it is best to be open and honest about what particular needs that you have for expected work hours. As well, it is acceptable to ask follow up questions regarding the work schedule if you need further clarification.

      Ryan's Answer #1

      "I am able to work a pretty flexible work schedule and have been used to doing this in my current role for the past six years. If I understand the expected hours for this position correctly, it sounds like the standard hours will be 8:00am to 5:00pm on most days with a rotating schedule to help cover evening hours up until 8:00pm and some rotating Saturday coverage as well. Is this correct?"

      Ryan's Answer #2

      "Having worked a flexible schedule that included early morning hours and hours into the evening, I am very open to a flexible schedule for this position. The only clarification I would need is how a schedule is determined and when I would find out about upcoming schedules if hired for this position. We do have a young child that we would need to plan daycare schedules for and so my spouse and I could coordinate pick ups and drop offs from daycare. Can you shed light on how scheduling works for this position?"

  15. 15.

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

      At the heart of this question falls your interviewers need to determine how well you will work with others on the team at Pzena Investment Management. 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.

      Ryan's Answer #1

      "As with any team that I have worked on in the past, my priority is knowing that everyone has an important piece in the overall success of the team. In customer service, this is knowing who to contact with the right questions and who to guide customers to when needed. This ensures that our work is done efficiently on our end of things and that our customers are handled efficiently and effectively. If hired here at Pzena Investment Management, my first goal would be to get to know everyone on the team that I would work with, what their roles are and how to best communicate with them."

      Ryan's Answer #2

      "My top quality is my ability to communicate, both verbally and through writing. I have excellent interpersonal speaking and listening skills and my past colleagues have always appreciated this. Here at Pzena Investment Management, your clients would appreciate this in my work as well. I am a very efficient and effective written communicator as well and this would be very beneficial at a company like Pzena Investment Management, where your offices are spread throughout the country and I can imagine that email communication is vitally important."

  16. 16.

    What is the most attractive thing in your eyes about this role with Pzena Investment Management?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  17. 17.

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

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  18. 18.

    Which accounting platforms are you familiar working with?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  19. 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?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  20. 20.

    Have you ever had a time where you had to explain accounting processes or practices in layman's terms to someone? Why is the ability to do that important?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  21. 21.

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

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  22. 22.

    How do you believe your coworkers would describe you?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  23. 23.

    This position at Pzena Investment Management has generate 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?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  24. 24.

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

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  25. 25.

    What types of compensation structures have you worked under in the past and do you have any expectations for this role with Pzena Investment Management?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  26. 26.

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

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  27. 27.

    What statistical models are you familiar with and which do you feel would best apply to the financial field here at Pzena Investment Management?

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.
  28. 28.

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

      View All 28 Pzena Investment Management Answers
      Sign up to access our library of 50,000+ Answers,
      plus coaches for one-on-one support, so you can interview more confidently.