Optum Financial Investment Banking Analyst Interview Questions

The questions to prepare for a Optum Financial Investment Banking Analyst interview. Questions from real interview reports rank first. Updated daily.

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Finance & AccountingStart here. 3 questions · ~24 min

Build a basic paper LBO, calculate sponsor MOIC and IRR, and test returns across exit multiple scenarios.

Cost of CapitalHard

Calculate WACC from CAPM, after-tax debt cost, and capital structure weights for use in a DCF.

ValuationWACCFinancial Modeling

Optum Financial

Discounted Cash Flow WalkthroughHard

Build an unlevered DCF, calculate implied equity value per share, and test sensitivity to WACC and terminal growth.

ValuationDCFWACC

Optum Financial

Behavioral & Leadership3 questions · ~24 min

Tests motivation, organizational alignment, and ownership of career decisions when explaining interest in Optum.

Motivation for Investment BankingEasy

Tests whether the candidate has specific, informed, and credible motivation for investment banking.

career goalsbehavioral questionsinvestment banking

Optum Financial

Project Recovery After Missed PlanMedium

Tests ownership when execution breaks down, especially under ambiguity and shifting priorities.

project experiencefailureresilience

Optum Financial

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