Merrill·Financial Analyst

Merrill Financial Analyst interview experience

Got offer

Medium

Positive

United StatesPosted Mar 2023 · Candidate report, summarized by Dataford

My process started with a recruiter conversation, then moved into deeper rounds with leadership where the expectations became very business-oriented.

After the phone screen, I met with a VP in the PMD program, followed by an assessment and additional meetings that included the office’s MD and the same PMD leadership. From there, the interview really turned into a project.

I was asked to prepare a business plan and present it in a final round setting to several VPs. Throughout the earlier conversations, I kept getting pulled back to how I would build a book of business and what qualities I brought to the job, with managers pushing for specific examples of how I handled the challenges of getting into a client-facing business.

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