Merrill·Financial Analyst

Merrill Financial Analyst interview experience

Got offer

Hard

Positive

Chicago, ILPosted Jan 2021 · Candidate report, summarized by Dataford

I first encountered Merrill through a digital screening that leaned heavily on behavior.

I took a HireVue-style interview focused on how I presented myself and the kinds of lessons I’d learned, and I only had a single chance to record each prompt with a tight time limit. When I finished, it felt like a test of composure as much as content.

Then things shifted into a more assessment-and-simulation feel. One version of the process included an in-depth case study where I walked through how I’d handle an executive’s financial situation, plan, and portfolio. The format still felt like a typical interview journey, just with the casework front and center, which made it harder to rely

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