Financial Analyst Interview Questions & Answers

Financial analysts provide guidance to businesses and individuals making investment decisions.

Interviewers look for candidates that demonstrate excellent skills such as:

  • Communication skills
  • Analytical skills
  • Computer skills
  • Decision-making skills
  • Attention to detail
  • Math skills

In this blog, we discuss commonly asked interview questions during job interviews for financial analyst positions. We also discuss the qualities that interviewers look for in successful candidates. In other words, we’re here to help you out!

Also, read more about frequently asked job interview questions here and check our job interview preparation checklist.

Skills Interviewers Look For In Successful Candidates

Below we discuss the skills that you can highlight in your answers to demonstrate that you’re qualified for the job.

Analytical skills

Why the interviewer is interested in your analytical skills:

Financial analysts must process a range of information in finding profitable investments.

Communication skills

Why the interviewer is interested in your communication skills:

Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Learn more about communication interview questions and how to answer them!

Computer skills

Why the interviewer is interested in your computer skills:

Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decision-making skills

Why the interviewer is interested in your decision-making skills:

Financial analysts must provide a recommendation to buy, hold, or sell a security.

Attention to detail

Why the interviewer is interested in your attention to detail:

Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills

Why the interviewer is interested in your math skills:

Financial analysts use mathematical skills when estimating the value of financial securities.

(source: bls.gov)

Financial Analyst Job Interview Questions & Answers

During a job interview, the hiring manager wants to discuss several things. Think of your:

Below you find a list of commonly asked interview questions.

Examples Of General Financial Analyst Interview Questions

  1. Tell me about yourself.
  2. How would you describe yourself?
  3. Why do you want to work here?
  4. What interests you about this position?
  5. Walk me through your resume.
  6. What motivates you?
  7. Why are you leaving your current job?
  8. Describe your work ethic.
  9. What is your greatest strength?
  10. How does your experience qualify you for this job?
  11. What is your greatest weakness?
  12. Where do you see yourself in 5 years?
  13. Tell me about a challenging work situation and how you overcame it.
  14. What are your expectations for this position?
  15. What are your career goals?
  16. Why should we hire you?
  17. What did you like most about your last position?
  18. What did you like least about your last position?
  19. How do you handle stress?
  20. What is your greatest accomplishment?

Learn how to answer these common job interview questions!

Examples Of Specific Financial Analyst Behavioral Interview Questions

Learn more about answering behavioral interview questions by using the STAR interview technique.

  1. What is the most relevant work experience on your resume?
  2. What types of projects have you been involved in? How do they relate to the position?
  3. How do you plan, organize, and prioritize your work?
  4. Tell me about a time you had to handle a large amount of data. How did you ensure accuracy in your work?
  5. What do you think are essential skills for a financial analyst to be successful?
  6. What have you done to improve your knowledge in the last year?
  7. How do you explain your recommendations to clients in clear language that your clients can easily understand?
  8. Tell me about a rewarding teamwork experience.
  9. Which software packages do you use to analyze financial data, see trends, create portfolios, and make forecasts.
  10. Explain to me how you manage large amounts of data and information.
  11. Name a few ratios that can help you evaluate a company.
  12. What developments do you see in the economy of (specific industry)?
  13. Tell me about a time you disagreed with your supervisor (or manager). How did you handle it?
  14. Walk me through how you provide a recommendation to buy, hold, or sell a security.
  15. Describe a time when you fell behind schedule for a project. What actions did you take to catch up?
  16. How do you use your mathematical skills when estimating the value of financial securities?
  17. Tell me about the most challenging project you have worked on as a financial analyst.
  18. Tell me about a time you thought out of the box to solve a problem.

Learn more about questions to ask the interviewer during your job interview.