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Financial Analyst Interview

33 Questions and Answers Written by Rachelle Enns

Updated on August 30th, 2018 | Rachelle is a job search expert, career coach, and headhunter
who helps everyone from students to fortune executives find success in their career.
Question 1 of 33
If you could analyze only one type of financial statement for your clients, which financial statement would you choose?
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How to Answer
The interviewer is looking for your personal preference. Technically is no right or wrong answer; however, be sure to think about the job description. You should recall if there was an expressed preference on the type(s) of financial statements they want you to be well versed in. Once you state your preference, explain why you chose that particular statement over the others.

Choose from the four main types of financial statements:

- Balance Sheets
- Income Statements
- Statement of Cash Flows
- Statement of Changes in Equity

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Question 2 of 33
Tell me about your experience with annual planning processes.
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How to Answer
The interviewer wants to know that you understand the process of annual planning. Giving a detailed example of a process you followed and the results you achieved will make your skills and knowledge more tangible for the interviewer. Be sure to give an example of a time when your assistance attributed to a clients' success!

Question 3 of 33
When did you start following the stock market? Have you had success?
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How to Answer
The interviewer wants to understand how deep your interest goes, in the world of finance and investments. Share a bit about what initially sparked your interest in the stock market and feel free to talk about your current involvement in the stocks. Perhaps you would like to discuss a successful investment you made!

Question 4 of 33
Explain one financial concept to me.
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How to Answer
As you work with your clients, you will need to be able to take complicated financial concepts and explain them in terms that are easily understood. Review industry concepts that you may not use every day so that you can confidently discuss any term the interviewer throws your way.

Here are some concepts you will want to familiarize yourself with:

- Risk/Return Tradeoff
- Asset Allocation
- Random Walk Theory
- Optimal portfolio
- Net worth
- Liquidity
- Inflation
- Risk Tolerance
- Bull Market

These are all concepts you will want to familiarize yourself with. Maybe crack open that textbook you used to study for your CFA exam and quiz yourself. As you review these concepts, take some time to write out their definitions in simple terms you would use to explain it to your client.

Question 5 of 33
Tell me about a time when you presented an oral report to a client or employer. How did you ensure the information was absorbed?
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How to Answer
A good presentation tells a story. How do you make numbers interesting and relevant? If you are presenting to investment bankers, they may be interested in different information than the CEO of a startup marketing firm. Thus, it is critical that you know your audience prior to presenting. Think of a time when you did just that! Highlight for the interviewer how you presented in a way that made the data understandable and absorb-able.

Questions 6 through 33
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Author of Financial Analyst Answers and Questions

Rachelle Enns
Rachelle Enns is a job search expert, executive headhunter, career catalyst, and interview coach. Utilized by top talent from Fortune companies like Microsoft, General Electric, and Nestle, she helps professionals position themselves in today's competitive digital marketplace. Rachelle founded Renovate My Resume and Executive Resume Solutions, two companies focused on helping job seekers get their edge back. She helps everyone from new graduates looking for their first placement, to CEO's who want more out of their career. Rachelle coaches students to executives on how to master the toughest interview questions and how to handle the most bizarre interview situations; all with confidence and poise. Rachelle trains other career coaches, recruiters, and resume writers, globally. A big part of her job is also spent coaching HR professionals on how to bring the human touch back into their interview and hiring process.
First written on: 02/27/2014
Last modified on: 08/30/2018

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