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SEI Investments Interview Questions

The questions to prepare for SEI Investments interviews, across all roles. Questions from real interview reports rank first. Updated daily.

50questions
~7htotal time
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1
SQL & Data ManipulationStart here. 4 questions + 3 drills · ~62 min
2
Execution5 questions · ~40 min
3
Finance & Accounting21 questions · ~168 min
Walk Me Through a DCFHard

Build an unlevered DCF, bridge enterprise value to equity value, and test implied share price sensitivity to WACC and terminal growth.

ValuationDCFWACCSSEI Investments
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4
Sales & Customer4 questions · ~32 min
Handle Sales Objections LiveMedium

Handle objections in a live sales pitch without losing control of the conversation or the deal.

Stakeholder ManagementCommunicationSSEI Investments
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5
Behavioral & Leadership10 questions · ~80 min
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6
More topics6 questions · ~48 min
Stock Pitch and RationaleHard

Build a concise stock pitch with a clear thesis, valuation support, catalysts, risks, and a differentiated reason to trust your view.

market analysisanalytical thinkingBusiness AcumenSSEI Investments
Building Client RapportEasy

Tests relationship-building skills and how you establish trust with veterinary practice stakeholders.

User NeedsValue PropositionSSEI Investments
Stocks vs BondsEasy

Tests your foundational understanding of financial instruments and their risk-return characteristics.

CorrelationVarianceExpected ValueSSEI Investments
Excel Functions for EfficiencyEasy

Assesses technical fluency in Excel and impact on work.

data managementefficiencyexcel functionsSSEI Investments
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The finish line: interview-readyComplete all 50 questions plus 3 hands-on drills to finish this plan.