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I applied via Naukri.com and was interviewed in Oct 2024. There was 1 interview round.
Experienced financial analyst with a background in investment banking and financial modeling.
Over 5 years of experience in financial analysis
Strong background in investment banking and financial modeling
Proficient in financial software such as Excel and Bloomberg
Excellent communication and presentation skills
Bachelor's degree in Finance from XYZ University
Financial planning involves setting goals, creating a budget, saving and investing wisely, and managing debt.
Setting financial goals for short-term and long-term needs
Creating a budget to track income and expenses
Saving and investing money wisely to achieve financial goals
Managing debt effectively to avoid financial strain
Regularly reviewing and adjusting the financial plan as needed
I applied via Referral and was interviewed before Oct 2022. There were 3 interview rounds.
Asset management involves managing a client's investments and assets to achieve their financial goals.
Involves managing investments and assets
Focuses on maximizing returns while minimizing risk
Includes financial analysis, market research, and portfolio management
Examples: mutual funds, hedge funds, real estate investments
I applied via LinkedIn and was interviewed before Jan 2023. There were 2 interview rounds.
Logical Reasoning and Maths
Words on your past experiences and normal Accounting and Financial Planning Questions.
Ameriprise Financial interview questions for designations
I applied via Naukri.com and was interviewed before Jan 2022. There were 5 interview rounds.
Seeking new challenges and growth opportunities
Desire to expand skill set and take on new responsibilities
Looking for a company with a strong culture and values alignment
Seeking a more competitive compensation package
Current company experiencing financial instability or restructuring
Relocating to a new area
Test of financial knowledge. Objective, subjective and case study based questions.
The company expects a financial analyst to have strong analytical skills, attention to detail, and the ability to work with complex financial data.
Strong analytical skills
Attention to detail
Ability to work with complex financial data
Knowledge of financial modeling and forecasting
Understanding of financial statements and ratios
Proficiency in financial software and Excel
Ability to communicate effectively with stakeholder...
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posted on 7 Jan 2025
posted on 31 Mar 2024
I was interviewed in Mar 2024.
posted on 29 Feb 2024
I applied via Company Website and was interviewed before Mar 2023. There were 2 interview rounds.
A forward mortgage is a type of mortgage where the borrower receives the entire loan amount upfront and makes regular payments towards the loan over time.
Borrower receives the full loan amount at the beginning of the loan term
Regular payments are made towards the loan, typically including both principal and interest
Interest rates for forward mortgages can be fixed or adjustable
Common type of mortgage for purchasing a h
A reverse mortgage is a type of loan for homeowners age 62 and older that allows them to convert part of the equity in their homes into cash.
Reverse mortgage borrowers do not have to repay the loan until they sell the home, move out, or pass away.
The loan amount is based on the value of the home, the borrower's age, and current interest rates.
Interest on a reverse mortgage is not tax-deductible until the loan is paid o...
I applied via Referral and was interviewed before Apr 2023. There were 2 interview rounds.
Interview experience
based on 13 reviews
Rating in categories
Team Lead
220
salaries
| ₹7.5 L/yr - ₹26 L/yr |
Senior Associate
186
salaries
| ₹4 L/yr - ₹13 L/yr |
Financial Planning Analyst
179
salaries
| ₹3.8 L/yr - ₹9 L/yr |
Associate
157
salaries
| ₹2.8 L/yr - ₹10 L/yr |
Group Leader
120
salaries
| ₹10 L/yr - ₹35 L/yr |
Morgan Stanley
Charles Schwab
UBS
Prudential Financial