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Raymond James Financial Services Financial Analyst Interview Questions

The questions to prepare for a Raymond James Financial Services Financial Analyst interview. Questions from real interview reports rank first. Updated weekly.

50questions
~7htotal time
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1
Finance & AccountingStart here. 28 questions · ~224 min
Valuing a Property TopicsMedium

Evaluates your grasp of real estate valuation drivers and key analytical areas.

Raymond James Financial Services
Why St. Petersburg and Financial StatementsMedium

Assesses your understanding of financial statement linkages and your ability to communicate clearly.

Financial StatementsAccountingRaymond James Financial Services
Why Investment Banking and SuccessMedium

Evaluates your role motivation and your plan for succeeding with clients in a specific region.

Raymond James Financial Services
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2
Strategy5 questions · ~40 min
Retail Market TrendsMedium

Assesses your market awareness and ability to connect trends to investment decision-making.

industry trendsmarket analysisRaymond James Financial Services
Leverage Connections for ClientsMedium

Assesses your client development strategy and how you convert relationships into business.

NetworkingRaymond James Financial Services
Merging Two CompaniesMedium

Assesses your ability to think strategically about M&A opportunities and rationale.

market analysisRaymond James Financial Services
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3
Behavioral & Leadership16 questions · ~128 min
Working Through Team ConflictMedium
Recently asked

Assesses conflict resolution, communication, and ownership when collaborating with a difficult teammate under delivery pressure.

Conflict ResolutionteamworkcollaborationRaymond James Financial Services
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4
More topics1 question · ~8 min
Excel-Based Technical QuestionsHard

Assesses practical Excel skills for financial analysis and modeling tasks.

Data AnalysisRaymond James Financial Services
Hands-on SQL practiceWrite and run real queries in the editor. 3 drills · ~30 min
Second-Highest Transaction for AdvisorMedium
Practice
Practice drill

Use DENSE_RANK and a join to find the second-highest distinct posted transaction for a Raymond James advisor account.

Subqueriesfinancial dataRankingRaymond James Financial Services
Monthly Fusion Team Adoption SummaryMedium
Practice
Practice drill

Use joins, a CTE, CASE, and date functions to summarize monthly Autodesk Fusion team activity and paid-seat adoption.

Data ManipulationExcelFinancial AnalysisAutodesk
Top Users by Recent Transaction VolumeMedium
Practice
Practice drill

Find the top 3 users by completed transaction volume in the last 30 days using joins and aggregation.

Data Analysisquery optimizationsqlTTier 1 BankRevolutChime
The finish line: interview-readyComplete all 50 questions plus 3 hands-on drills to finish this plan.