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Ameriprise Financial Financial Analyst Interview Questions and Answers

Updated 18 Nov 2024

Ameriprise Financial Financial Analyst Interview Experiences

5 interviews found

Interview experience
1
Bad
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
No response

I applied via Naukri.com and was interviewed in Oct 2024. There was 1 interview round.

Round 1 - HR 

(1 Question)

  • Q1. Tell me one of your life experience

Interview Preparation Tips

Interview preparation tips for other job seekers - just proceed without any hope for your skill, just luck or look base
Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Introduce yourself
  • Ans. 

    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

  • Answered by AI
  • Q2. Define financial planning
  • Ans. 

    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

  • Answered by AI

Financial Analyst Interview Questions Asked at Other Companies

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Q3. What is capital markets its types and money Market
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Q4. What do you mean by Derivatives?
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Q5. What are the recent topics in Finance that you have read about?
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Oct 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - HR 

(3 Questions)

  • Q1. Question on introduce yourself
  • Q2. Question related to academic profile
  • Q3. Question on current job role and on past job experiences
Round 3 - Technical 

(2 Questions)

  • Q1. What is asset management
  • Ans. 

    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

  • Answered by AI
  • Q2. Related to shares and debentures

Financial Analyst Interview Questions & Answers

user image Yagyansh gupta

posted on 28 Jan 2024

Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed before Jan 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Logical Reasoning and Maths

Round 2 - Group Discussion 

Words on your past experiences and normal Accounting and Financial Planning Questions.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident have a good attire and speak fluently

Ameriprise Financial interview questions for designations

 Financial Planning Analyst

 (13)

 Senior Financial Analyst

 (1)

 Lead Financial Analyst

 (1)

 Financial Associate

 (1)

 Analyst

 (2)

 Business Analyst

 (2)

 Senior Analyst

 (2)

 Data Analyst

 (1)

Financial Analyst Interview Questions & Answers

user image Rishi Khanna

posted on 19 Jan 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jan 2022. There were 5 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - HR 

(3 Questions)

  • Q1. Details about the current profile
  • Q2. Details about the current package
  • Q3. Reason for job switch
  • Ans. 

    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

  • Answered by AI
Round 3 - Aptitude Test 

Test of financial knowledge. Objective, subjective and case study based questions.

Round 4 - Technical 

(4 Questions)

  • Q1. First round of interview by a Manager.
  • Q2. Questions related to past experience, nature of work performed.
  • Q3. Work related knowledge check
  • Q4. Knowledge of functions tools
Round 5 - Technical 

(3 Questions)

  • Q1. Interview by a Director/ Sr. Manager
  • Q2. Test of overall personality and knowledge
  • Q3. Expectations from the company
  • Ans. 

    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...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared and read about the company and it's business. Sound knowledge of financial products and taxation.

Interview questions from similar companies

Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. What are options
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I was interviewed in Mar 2024.

Round 1 - One-on-one 

(1 Question)

  • Q1. Where do you see your self in 5 years
Round 2 - One-on-one 

(1 Question)

  • Q1. Why do you want this role
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(1 Question)

  • Q1. I gave interview for International Trust and estates, in the wealth management dept. The roles was for preparing FS. They asked basic accounting concepts, previous experience. Why should we hire you.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed before Mar 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. Tell me about yourself and previous company details
Round 2 - One-on-one 

(3 Questions)

  • Q1. Questions related to knowledge in US mortgage and communication skillls
  • Q2. What is Forward mortgage
  • Ans. 

    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

  • Answered by AI
  • Q3. WhatI reverse mortgage
  • Ans. 

    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...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Have a little experience knowledge on US mortgage sector
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Apr 2023. There were 2 interview rounds.

Round 1 - HR 

(1 Question)

  • Q1. HR focuses on soft skills, culture adaptibility, compensation discussions
Round 2 - Technical 

(1 Question)

  • Q1. Technical round consisted of Technical knowledge about the profile applied for, past experience and knowledge testing

Ameriprise Financial Interview FAQs

How many rounds are there in Ameriprise Financial Financial Analyst interview?
Ameriprise Financial interview process usually has 2-3 rounds. The most common rounds in the Ameriprise Financial interview process are HR, Technical and Resume Shortlist.
How to prepare for Ameriprise Financial Financial Analyst interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Ameriprise Financial. The most common topics and skills that interviewers at Ameriprise Financial expect are Financial Analysis, Asset Management, Budgeting, Financial Planning and Variance Analysis.
What are the top questions asked in Ameriprise Financial Financial Analyst interview?

Some of the top questions asked at the Ameriprise Financial Financial Analyst interview -

  1. Reason for job swi...read more
  2. What is asset managem...read more
  3. Define financial plann...read more

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Ameriprise Financial Financial Analyst Interview Process

based on 3 interviews in last 1 year

Interview experience

3
  
Average

People are getting interviews through

based on 4 Ameriprise Financial interviews
Job Portal
Referral
75%
25%
Moderate Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
Ameriprise Financial Financial Analyst Salary
based on 61 salaries
₹4.3 L/yr - ₹8 L/yr
11% more than the average Financial Analyst Salary in India
View more details

Ameriprise Financial Financial Analyst Reviews and Ratings

based on 13 reviews

3.0/5

Rating in categories

3.3

Skill development

3.3

Work-Life balance

3.1

Salary & Benefits

3.6

Job Security

3.2

Company culture

3.1

Promotions/Appraisal

3.2

Work Satisfaction

Explore 13 Reviews and Ratings
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