27 Investment Analyst Interview
Questions & Answers

Pass YOUR interview at the first attempt!

Here’s the FULL LIST of INVESTMENT ANALYST INTERVIEW QUESTIONS:

Q1. Tell me about yourself.

SUGGESTED ANSWER:

“Thank you for inviting me to be interviewed for this investment analyst position today. Before applying for the job, I analyzed the job description carefully to make sure the skills and qualities I have, and the experience I possess, are a suitable match for the position. My career has spanned several years in positions that have required me to work at pace, to analyze investments carefully to gain the best possible returns based on a client’s risk profile, and to work as part of a team to ensure my employer always met their financial and commercial objectives. My strengths include my strong analytical skills, my deep understanding of investments and emerging markets within my field of expertise, and the fact that I can apply a suitable analytical model to all investment areas. If you hire me to become your investment analyst I will always work to exacting standards, I will represent your organization positively whilst dealing with clients and stakeholders, and I will ensure that you quickly see the positive impact I can have as an investment analyst in the work that I carry out on your behalf.”

Q2. Why do you want to be an Investment Analyst?

SUGGESTED ANSWER

“I want to be an investment analyst because the role is a clear match for the natural skills and qualities I possess and the fact that I have a genuine passion and interest in financial matters and investments as a whole. Historically, I have always been good with numbers and I enjoy the challenge of analyzing data and information to create reports and to help an organization make effective decisions based on specific criteria. I want to be an investment analyst because the role is ever-changing and you have to take personal responsibility for keeping abreast of industry developments. To be successful in the role you must ensure you analyze emerging trends and opportunities before your competitors do. Being naturally someone competitive, the role of an investment analyst is a perfect match for my enthusiasm and my levels of determination.”

Q3. Why do you want to work for our organization as an investment analyst?
Interview Questions And Answers Example 01

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Q4. What personal qualities and attributes do you possess that will make you an ideal investment analyst for our company?
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Q5. How do you handle pressure?
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Q6. How would you value a company?
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Q7. If you wanted to give a client high-risk growth, which commodity or stock would you invest in?
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Q8. How would you ensure the data in an investment analysis report is accurate?
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Q9. What is the most accurate qualitative indicator of a business's long-term success?
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Q10. You invest £100 and it doubles in 4 years. What’s the interest rate?
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Q11. What is EBITDA?
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Q12. When making investment decisions or financial recommendations that could have a wide impact across different parts of our organization, what factors would you consider?
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Q13. What do you think will be the biggest challenges to our organization over the next few years?
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Q14. What are the different financial statements of a company?
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Q15. Would you ever bend or break the rules as an investment analyst?
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Q16. What discount rate should be used in an unlevered DCF analysis?
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Q17. How would you deal with challenging situations as an Investment Analyst?
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Q18. Which is usually higher - the cost of debt or the cost of equity?
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Q19. How would you calculate the Cost of Equity?
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Q20. How would you deal with a challenging client?
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Q21. How would you handle conflict in a team?
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Q22. What steps do you take to ensure your knowledge and expertise of the investment banking sector are up-to-date?
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Q23. What’s your approach to risk?
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Q24. Why do you want to leave your current job?
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Q25. Where do you see yourself in 5 years?
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Q26. What are your salary expectations in this Investment Analyst role?
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Q27. That’s the end of your interview, do you have any questions you would like to ask us?
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INVESTMENT ANALYST JOB DESCRIPTION AND DUTIES


Investment analysts carry out in-depth research and analysis to determine suitable investment opportunities from emerging markets for clients and financial organizations. It is a role that requires a unique set of skills and the ability to work under pressure and to exacting standards.

Primarily, an investment analyst will work alongside traders, investment fund managers, and stockbrokers to enable them to make decisions about specific investment opportunities. They must work at pace, have a thorough understanding of their area of specialism, and be able to communicate their findings quickly and concisely.

More often, investment analysts will work for banks and large financial organizations; however, the role is now being more commonly utilized by charities, pension fund operators, and wealthy individuals as a reliable source of assessing the potential performance of a stock or investment.

Typical duties include:

  • Carrying out assessments of risk and due diligence on companies, stocks and shares, emerging markets, bonds and yields, NFTs, IPOs, property investment portfolios, and business start-ups.
  • Analyzing financial documents relating to companies including balance sheets, net cash flow, profit and loss accounts, and annual returns.
  • Making suitable financial investment recommendations to clients and fund managers based on risk profiling.
  • Writing financial reports for fund managers and stockbrokers and delivering concise presentations in an easy-to-understand manner.
  • Maintaining knowledge of their particular area of financial investment specialism and keeping abreast of emerging markets and trends.
  • Creating and using financial models and being able to predict the potential return on investment based on the appetite for risk.
  • Meeting with clients, stakeholders, and fund managers to discuss their requirements and putting in place a financial action plan to help meet the organization’s strategic and commercial goals.
  • Maintain compliance from a financial regulation perspective and adhering to all organizational codes of conduct and operational policies.

INVESTMENT ANALYST INTERVIEW TIPS – YOUR QUESTIONS ANSWEREDNTERVIEW – 5 ESSENTIAL TIPS!

In this section of the webpage, we will provide you with some useful tips for passing your investment analyst job interview. Regardless of the investment bank or financial organization you are being interviewed to work for, read the common questions and answers that follow carefully and use the information provided to help you prepare fully.

Q. WHAT QUESTIONS ARE ASKED DURING AN INVESTMENT ANALYST INTERVIEW?

ANSWER: You will get asked a variety of interview questions that assess the skills, qualities, and experience you possess, why you want to be an investment analyst for their company and technical questions that determine your ability to think on your feet and use data or information concisely. The 27 questions featured on this page are the ones that have been asked the most during investment analyst interviews over the last 18 months.

Q.WHY DO YOU WANT TO BE AN INVESTMENT ANALYST?

ANSWER: This is a common question that is often asked during internships or summer placement investment analyst job interviews. When responding to the interview question, talk about how the natural skills, qualities, and attributes you possess are a match for the job description. Explain how you got interested in investment banking and which aspects of the role you will find the most rewarding.

Q. WHAT SKILLS DO I NEED TO BE AN INVESTMENT ANALYST?

ANSWER: Investment analysts must possess eight core skills and qualities to be successful. These include being good with numbers, the ability to work under pressure, being a good communicator and relationship-builder, being able to take responsibility for their own continuous professional development, having a good sense of business acumen, being able to value stocks, shares, and businesses using set valuation models, the ability to explain things clearly and concisely in a jargon-free manner, and being able to identify emerging markets, trends and investment opportunities.

Q. HOW DO I PREPARE FOR AN INVESTMENT ANALYST INTERVIEW?

ANSWER: There are three things you can do to prepare for an investment analyst interview. (1) Start off by researching the company you are applying to work for. Learn their values, their company mission statement, a little bit about their history, and what makes them stand out from their competitors. (2) Download a copy of the investment analyst job description that accompanied the initial job advertisement and think of previous situations you have been in where you have demonstrated all the essential elements of the role. You will be asked a series of behavioral interview questions and it is essential you prepare your responses in advance of the job interview. (3) Think of three smart questions to ask at the end of your investment analyst interview and have a minimum salary in mind that you would accept for working in the position.

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Interview Question 03

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Interview Question 04

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Interview Question 11

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Interview Question 12

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