New York Life Financial Analyst interview experience

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San Jose, CAPosted Mar 2025 · Candidate report, summarized by Dataford

I went into the process expecting a financial analyst role, but what I walked into didn’t match that framing.

Before the interview, there was a short assessment, and once I sat down it became clear the job description was more of a sales position than what the title implied. The interview itself stayed pretty straightforward and the conversation quickly circled back to how the work actually ran.

Across the different steps, the common theme was that each interview had a specific purpose—partly to understand the job, partly to check fit, and partly to bring me closer to the expectations of the role. The structure included a mix of Zoom and in-person time, and everyone I spoke with was friendly and

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