Merrill·Financial Analyst

Merrill Financial Analyst interview experience

Got offer

Medium

Positive

United StatesPosted Aug 2020 · Candidate report, summarized by Dataford

My application took a few months overall—around three—mostly because the process slowed down during COVID.

It started with a series of phone interviews, and then I moved into a single one-on-one in-person meeting. After that, I reached a panel interview with three people.

Across the later stages, there was a consistent expectation that I could think like a client-facing planner. I had to prepare a client acquisition plan, which turned the process into more than just Q&A. That extra deliverable made the timeline feel heavier, even though the meetings themselves weren’t described as chaotic.

I didn’t end up with an offer. The main emotion I carried afterward was that the process was thorough and

Create a free Dataford account to unlock the full round-by-round breakdown, the questions asked and the outcome.

Read the full report Read the full report

Preparing for this interview?

Merrill Financial Analyst interview guideThe full process, round by round, with the question bank Practice Financial Analyst interview questionsReal questions from this role across companies All Merrill interview guidesEvery role we cover at this company