Internia

Investment Analyst Interview Experiences

OMERS

Investment Analyst

Toronto, ON

Fall 2025No Offer

University of Waterloo · Computing and Financial Management

5th year · 3.7+ GPA · 3 past internships

Hard Interview

Multiple roundsTechnicalUnexpected Questions

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

Questions Asked

  1. 1.What is ESG integration and how does it affect portfolio construction at large institutions?

CPP Investments

Investment Analyst

Toronto, ON

Summer 2025Declined Offer

University of Toronto · Rotman Commerce

5th year · 3.7+ GPA · 3 past internships

Hard Interview

Multiple roundsSlow processPre-recordedIn-Person

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

Questions Asked

  1. 1.What is rebalancing and why do institutional investors do it?
  2. 2.Tell me about a sector or asset class you follow closely and why

Brookfield Asset Management

Investment Analyst

Toronto, ON

Summer 2026No Offer

Dalhousie University · Commerce

3rd year · 3.3-3.6 GPA · 1 past internship

Average Interview

BehavioralMultiple roundsIn-PersonUnexpected Questions

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

Questions Asked

  1. 1.Why did Brookfield Asset Management end up on your list?
  2. 2.How would you assess a company's competitive moat before investing?

Fidelity

Investment Analyst

Toronto, ON

Summer 2026Declined Offer

University of Toronto · Economics

4th year · 3.7+ GPA · 3 past internships

Easy Interview

BehavioralVirtualFast process

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

Questions Asked

  1. 1.What factors would you look at when evaluating a corporate bond?

Caisse de dépôt et placement du Québec (CDPQ)

Investment Analyst

Montreal, QC

Summer 2026No Offer

McGill University · Commerce

4th year · 3.7+ GPA · 2 past internships

Hard Interview

Pre-recordedTechnicalMultiple roundsVirtual

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

Questions Asked

  1. 1.Explain the concept of liability-driven investing

Caisse de dépôt et placement du Québec (CDPQ)

Investment Analyst

Montreal, QC

Summer 2026Pending Outcome

HEC Montréal · Finance

3rd year · 3.7+ GPA · 1 past internship

Hard Interview

Pre-recordedTechnicalVirtual

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

Questions Asked

  1. 1.How does a pension fund's investment mandate differ from an endowment's?

AIMCo

Investment Analyst

Edmonton, AB

Summer 2025No Offer

University of Alberta · Finance

2nd year · 2.9-3.2 GPA · 0 past internships

Average Interview

BehavioralTechnicalMultiple roundsVirtual

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

Questions Asked

  1. 1.Explain what NAV means for a closed-end private equity fund

Oxford Properties

Investment Analyst

Montreal, QC

Summer 2026Accepted

McGill University · Commerce

3rd year · 3.7+ GPA · 2 past internships

Hard Interview

Case studyIn-PersonMultiple rounds

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

Questions Asked

  1. 1.What macro factors are most relevant to Canadian institutional investors right now?
  2. 2.Explain the difference between a fund-of-funds and a direct investment structure.

CPP Investments

Investment Analyst

Toronto, ON

Summer 2025No Offer

University of Toronto · Economics

4th year · 3.7+ GPA · 2 past internships

Hard Interview

Case studyMultiple roundsSlow process

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

Questions Asked

  1. 1.Tell me about a company or investment idea you've researched and have a view on.
  2. 2.What is a debt-to-EBITDA ratio and what levels are typical across different sectors?
  3. 3.What is convexity in fixed income and why does it matter

QuadReal Property Group

Investment Analyst

Vancouver, BC

Summer 2026No Offer

University of British Columbia · Commerce

3rd year · 3.3-3.6 GPA · 1 past internship

Easy Interview

BehavioralMultiple roundsVirtualFast process

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

Questions Asked

  1. 1.How do you stay current on capital markets and macroeconomic developments
  2. 2.What is a commitment pacing strategy and why does a pension fund need one

Ontario Teachers' Pension Plan

Investment Analyst

Toronto, ON

Fall 2025No Offer

University of Toronto · Economics

3rd year · 2.5-2.8 GPA · 1 past internship

Easy Interview

Pre-recordedBehavioralMultiple roundsVirtual

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

Questions Asked

  1. 1.Explain the difference between alpha and beta in a portfolio context

Fidelity

Investment Analyst

Toronto, ON

Summer 2026Accepted

University of Toronto · Economics

3rd year · 2.9-3.2 GPA · 1 past internship

Easy Interview

BehavioralVirtual

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

Questions Asked

  1. 1.What makes Fidelity stand out to you as an employer?
  2. 2.How do currency movements affect an internationally diversified portfolio?

PSP Investments

Investment Analyst

Montreal, QC

Summer 2026No Offer

McGill University · Commerce

4th year · 2.5-2.8 GPA · 2 past internships

Hard Interview

Case studyBehavioralSlow processMultiple rounds

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.

Questions Asked

  1. 1.Whats the difference between value investing and growth investing as philosophies?
  2. 2.What's the difference between absolute return and relative return mandates

HOOPP

Investment Analyst

Toronto, ON

Winter 2026No Offer

Toronto Metropolitan University · Finance

4th year · 3.3-3.6 GPA · 2 past internships

Easy Interview

Multiple roundsIn-PersonSlow process

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

Questions Asked

  1. 1.How do you think about the trade-off between risk and return?

British Columbia Investment Management Corporation (BCI)

Investment Analyst

Victoria, BC

Summer 2026Accepted

University of Victoria · Commerce

3rd year · 3.3-3.6 GPA · 1 past internship

Easy Interview

BehavioralTechnicalVirtual

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

Questions Asked

  1. 1.Out of all your options, why are you most interested in British Columbia Investment Management Corporation (BCI)
  2. 2.Why institutional investing versus sell-side or other finance roles?

PSP Investments

Investment Analyst

Montreal, QC

Fall 2025Pending Outcome

University of Ottawa · Economics

3rd year · 3.3-3.6 GPA · 1 past internship

Average Interview

Case studyBehavioralVirtual

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

Questions Asked

  1. 1.What drew you to PSP Investments?
  2. 2.Explain the difference between active and passive investment management
  3. 3.Walk me through how you'd value a commercial real estate asset

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