At eVestment, a Nasdaq company, data is the core of everything we do. As a Business Analyst, you sit at the critical intersection of institutional investment data, software engineering, and product strategy. Your primary mission is to translate complex business requirements and massive financial datasets into actionable technical specifications that our engineering teams can build.

This role is highly collaborative and carries immense strategic influence. You will not simply be taking notes or writing static requirement documents; you will actively shape the product roadmap for our industry-leading cloud platforms. Because eVestment serves the world's top asset managers, investment consultants, and institutional investors, the systems you help design must be highly scalable, incredibly precise, and intuitive.

You will work closely with Agile Coaches, Product Managers, and Technical Leaders to refine backlogs, map out data workflows, and ensure that our software delivery pipeline remains efficient. Whether you are optimizing a data ingestion pipeline or designing a new analytical feature for our core platform, your work directly impacts how trillions of dollars in institutional assets are analyzed and allocated globally.

The questions you will face during the eVestment interview process are designed to test your analytical rigor, technical capability, and communication style. While these questions are representative of past interviews, you should focus on understanding the underlying patterns and core competencies they evaluate rather than memorizing specific answers.

Technical & Data Analysis

These questions assess your ability to manipulate data, interpret complex financial datasets, and utilize tools like Excel and SQL to solve business problems.

• How would you structure a database to track historical performance metrics for thousands of investment funds?
• Walk me through a complex data analysis project you completed. What tools did you use, and how did you present your findings to stakeholders?

Preparing for an interview at eVestment requires a balanced approach. You must demonstrate sharp analytical capabilities while proving that you are an empathetic, highly collaborative team player who thrives in an agile environment.

Role-Related Knowledge – You must understand how data flows through financial systems. Be ready to discuss data structures, database relationships, and how SaaS platforms scale. Familiarize yourself with institutional investing concepts, as this domain knowledge will set you apart.

Problem-Solving & Analytical Rigor – Interviewers will look closely at how you dissect ambiguous problems. Focus on showing a structured, step-by-step approach. Whether you are walking through an Excel test or explaining a past project, emphasize your methodology over just the final answer.

Agile Execution – At eVestment, you will work hand-in-hand with Agile Coaches. You need to demonstrate a deep understanding of Scrum ceremonies, user story mapping, backlog grooming, and how to act as a bridge between business stakeholders and developers.

Communication & Stakeholder Management – You will interact with everyone from software engineers to sales managers and executives. You must prove that you can tailor your communication style to your audience—translating deep technical constraints into business impacts and vice versa.

The interview process at eVestment is thorough, collaborative, and highly structured. It is designed to evaluate both your technical execution and your cultural alignment with our highly integrated teams. The process typically progresses through several distinct stages, moving from high-level qualification to deep-dive technical and behavioral assessments.

Initially, you will go through standard screening conversations to discuss your background and high-level alignment with the company's trajectory. If you advance, the process becomes more intensive. You may be asked to complete a comprehensive written questionnaire or technical assessment early in the process. This questionnaire requires deep research and careful thought, as it serves as a foundation for your subsequent conversations with hiring managers and team leaders.

The final stage is an intensive onsite interview day (or virtual equivalent) consisting of multiple back-to-back rounds. You will meet with a diverse group of stakeholders, including Agile Coaches, Business Analyst Supervisors, Technical Leaders, and executive stakeholders such as a VP of Technology. This multi-perspective loop ensures that you are evaluated on all dimensions of the role, from day-to-day agile execution to long-term strategic contribution.

The timeline above outlines the typical progression from your initial application to the final decision. You should expect the entire process to take between three to six weeks, depending on team availability and scheduling. Use this timeline to pace your preparation, ensuring you allocate sufficient time to research the company and practice core technical skills before the intensive final rounds.

To succeed in the eVestment interview loop, you must perform consistently across several core evaluation areas. Each round of your interview will focus heavily on one or more of these domains.

Data Analysis & Excel Proficiency

As a Business Analyst, you must be highly comfortable manipulating and interpreting data. eVestment uses an Excel assessment during the interview loop to verify your hands-on analytical skills.

Be ready to go over:

• Advanced Excel Functions – Mastery of lookups, index/match, nested IF statements, and pivot tables.
• Data Cleansing – Techniques for identifying anomalies, handling missing values, and formatting unstructured data feeds.
• Data Modeling – Understanding how relational databases are structured and how to map data entities.
• Advanced concepts – Basic SQL querying, understanding API data payloads, and data visualization best practices.

Example scenarios:

• "Given a raw dataset of fund performance metrics, clean the data and build a summary table showing the top-performing funds by asset class."
• "Explain how you would write a SQL query to join a client master table with a daily transaction log to find inactive accounts."

Agile Methodologies & User Story Creation

You will be evaluated on your ability to operate effectively within a fast-paced Scrum environment. Your interviewers, particularly our Agile Coaches, want to see how you manage requirements throughout the product development lifecycle.

Be ready to go over:

• User Story Mapping – Writing clear, concise user stories using the "As a... I want... So that..." framework.
• Acceptance Criteria – Defining clear, testable boundaries for development using Given-When-Then syntax.
• Backlog Refinement – Techniques for prioritizing tasks, managing technical debt, and estimating effort.

Example scenarios:

• "Draft a user story and acceptance criteria for a new feature that allows clients to export performance charts as PDFs."
• "How do you handle a situation where business stakeholders keep changing the requirements mid-sprint?"

Business Scenario Role-Playing

During your conversations with Technical Leaders and the VP of Technology, you will likely engage in live role-playing exercises. These scenarios test your emotional intelligence, consultative communication, and ability to think on your feet.

Be ready to go over:

• Conflict Resolution – Managing disagreements between engineering teams and business stakeholders.
• Consultative Selling – Explaining technical limitations or product trade-offs to internal sales or client-facing teams.
• Requirements Elicitation – Leading a mock discovery session to extract requirements from an ambiguous or difficult stakeholder.

Example scenarios:

• "I am a Product Manager pushing for an immediate release of a feature that hasn't undergone full QA. Convince me why we need to wait, using data-driven arguments."
• "Role-play a scenario where you must explain to an institutional client why a specific data point they requested cannot be added to the platform immediately."

On a day-to-day basis, a Business Analyst at eVestment acts as the engine of our product delivery teams. You are responsible for ensuring that our engineering resources are focused on building the highest-value features with maximum clarity.

Your core responsibilities will include:

• Eliciting and Documenting Requirements – Partnering with product managers, client success teams, and institutional clients to deeply understand business needs and translate them into detailed technical specifications.
• Managing the Product Backlog – Collaborating with Agile Coaches and developers to groom, prioritize, and maintain a healthy product backlog, ensuring development sprints are well-defined and uninterrupted.
• Data Validation and Testing – Working closely with QA and data operations teams to validate that developed features meet the strict data accuracy standards required by our institutional users.
• Cross-Functional Communication – Acting as the primary point of contact for technical questions regarding platform functionality, helping bridge the gap between our Atlanta-based product teams and global business units.
• Process Optimization – Continuously analyzing internal workflows, data pipelines, and delivery methodologies to identify bottlenecks and implement process improvements.