Investment Analyst Interview Experiences

I pitched a toll road and we talked about traffic risk and regulatory exposure for a while. Phone screen about 20 min then in person with an associate and VP at their Toronto office. They had me walk through a DCF and pitch an infrastructure asset. The VP threw a brain teaser about estimating traffic lights in Toronto. I got the method right but not the number.

Kira video first, 3 questions with barely any prep time and you only get one shot. Then in person with one of the interviewers, EV vs equity value and Sharpe ratio came up. Third round was with the team, more cultural fit but they also threw in a brain teaser at the end. Process took over a month, super frustrating because I had other deadlines.

One interviewer asked about failing without being able to go to a supervisor, unusual framing. Phone screen first then in person with four people, 30 minutes each. Mostly fit and resume. No technical questions.

Got a better offer from a pension fund that same week so ended up declining. Panel interview with the team was pretty relaxed. Covered market knowledge and why asset management.

I wasn't as prepared on macro as I should have been. Phone screen then a meeting with the hiring team, behavioral and conceptual questions about markets and the investment process. They asked about current events and market trends. Edmonton role, they mentioned it a few times, seemed like they were gauging whether I'd actually want to be there.

VidCruiter first round then a live interview. LBO mechanics and exit multiples. Pitched a stock also.

Got matched to the fixed income team after the video screen. They wanted to know about bond duration and convexity and had me walk through a credit analysis. Waiting on next steps.

They emailed me a case the morning before the second round, after a standard HR screen. Had 24 hours to build a presentation on a real estate investment scenario and present it in person. Case was the whole evaluation.

Got to finals twice, no offer. First round was behavioral plus a group case. Second round was sector defense.

No case study for the intern role, surprised me. Three rounds, mostly behavioral

Pretty easy. Recruiter call then panel with manager and two team members. Market interest and stock framework questions.

Very mission focused, barely any technical finance. Recorded video then panel

Credit case study with 30 min prep. Think it went ok. HR round before that was quick. Still waiting

My IRR calc was off and they caught it. Behavioral HR round then a 30 min on the spot case study about infrastructure investing. Two months and no offer.

They care about HOOPP's mission so research that beforehand. Recorded video first round, behavioral. Panel interview after, not heavily technical.

Teams interview with an supervisor, about 45 min, behavioral and light technical. Very structured, they contacted me within 2 weeks of the posting closing