Upload Button Icon Add office photos

Filter interviews by

Ameriprise Financial Lead Financial Analyst Interview Questions and Answers

Updated 18 Jul 2023

Ameriprise Financial Lead Financial Analyst Interview Experiences

1 interview found

Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jul 2022. There were 5 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 - One-on-one 

(1 Question)

  • Q1. First round will be with hiring leader
Round 3 - Technical 

(1 Question)

  • Q1. Excel test and case study
Round 4 - One-on-one 

(1 Question)

  • Q1. One on one round with Manager level
Round 5 - HR 

(1 Question)

  • Q1. Salary negotiation and final discussion

Interview questions from similar companies

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 - Aptitude Test 

Aptitude test including logical reasoning mathematics questions

Round 2 - One-on-one 

(1 Question)

  • Q1. Derivatives and Ind as 109 , behavioural questions
Interview experience
5
Excellent
Difficulty level
-
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Apr 2023.

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 - Technical 

(5 Questions)

  • Q1. Waht is a bond, type of financial markets, type of capital market
  • Q2. Capital market and money market
  • Q3. Primary, Right issue, private placement,qlb AdR,GDR,IDR
  • Q4. Primary market secondary market
  • Q5. Public for the purpose raising capital
Round 3 - Aptitude Test 

Interst rate and bond price

Round 4 - Aptitude Test 

Which of the following terms is not related to stock exchange

Interview Preparation Tips

Topics to prepare for FactSet Financial Accountant interview:
  • Mba Finance
  • Chartered Accountant
Interview preparation tips for other job seekers - Finance, Accountant, Tally prime and GST 1 and GSTR3B Filing.
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

Some of the FP&A numbers questions and previous job role

Interview Preparation Tips

Interview preparation tips for other job seekers - Go with all your knowledge
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. Core Accounting concept
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
Round 1 - Aptitude Test 

Assessment was easy

Round 2 - Technical 

(1 Question)

  • Q1. Be clear with basic accounting and finance
Round 3 - HR 

(1 Question)

  • Q1. Know about the company

Interview Preparation Tips

Interview preparation tips for other job seekers - All the best, be clear with the basis.

I applied via Naukri.com

Interview Questionnaire 

3 Questions

  • Q1. What are mutual funds?
  • Ans. 

    Mutual funds are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, or other securities.

    • Mutual funds are managed by professional fund managers.

    • Investors buy shares in the mutual fund and the value of their investment is determined by the performance of the underlying securities.

    • Mutual funds offer diversification, liquidity, and convenience to investors.

    • The...

  • Answered by AI
  • Q2. What is accrued income?
  • Ans. 

    Accrued income is the income that has been earned but not yet received or recorded in the books of accounts.

    • It is a type of income that has been earned but not yet received.

    • It is recorded in the books of accounts as a current asset.

    • Examples include interest income, rent income, and commission income.

    • It is recognized as revenue in the income statement when earned, not when received.

  • Answered by AI
  • Q3. What is yield
  • Ans. 

    Yield is the return on investment, expressed as a percentage of the initial investment.

    • Yield is the income generated by an investment.

    • It is calculated by dividing the annual income by the initial investment.

    • Yield can be expressed as a percentage or a dollar amount.

    • Different types of investments have different yields, such as stocks, bonds, and real estate.

    • Yield can be affected by factors such as interest rates, inflati

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared for basic financial knowledge. Level 1 is easy.
There are other rounds of technical interview followed by HR round.

Skills evaluated in this interview

I applied via Recruitment Consulltant and was interviewed in Jul 2022. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Swaps, Call option, Financial Instruments

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and have good knowledge of Ind As 109 and SFM topics.

Ameriprise Financial Interview FAQs

How many rounds are there in Ameriprise Financial Lead Financial Analyst interview?
Ameriprise Financial interview process usually has 5 rounds. The most common rounds in the Ameriprise Financial interview process are One-on-one Round, Resume Shortlist and Technical.
How to prepare for Ameriprise Financial Lead 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 Asset Management, Financial Analysis, Financial Planning, Analytical and Operations Management.
What are the top questions asked in Ameriprise Financial Lead Financial Analyst interview?

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

  1. First round will be with hiring lea...read more
  2. One on one round with Manager le...read more
  3. Excel test and case st...read more

Tell us how to improve this page.

Ameriprise Financial Lead Financial Analyst Interview Process

based on 1 interview

Interview experience

2
  
Poor
View more

Interview Questions from Similar Companies

Wells Fargo Interview Questions
3.9
 • 561 Interviews
Goldman Sachs Interview Questions
3.6
 • 407 Interviews
American Express Interview Questions
4.2
 • 360 Interviews
UBS Interview Questions
4.0
 • 337 Interviews
Morgan Stanley Interview Questions
3.7
 • 305 Interviews
Morningstar Interview Questions
3.9
 • 242 Interviews
Bank of America Interview Questions
4.3
 • 234 Interviews
View all
Ameriprise Financial Lead Financial Analyst Salary
based on 15 salaries
₹8.5 L/yr - ₹15 L/yr
6% less than the average Lead Financial Analyst Salary in India
View more details

Ameriprise Financial Lead Financial Analyst Reviews and Ratings

based on 2 reviews

2.0/5

Rating in categories

2.7

Skill development

1.3

Work-life balance

2.0

Salary

3.3

Job security

1.3

Company culture

2.7

Promotions

2.0

Work satisfaction

Explore 2 Reviews and Ratings
Team Lead
216 salaries
unlock blur

₹7.5 L/yr - ₹25.2 L/yr

Senior Associate
196 salaries
unlock blur

₹3.8 L/yr - ₹13.7 L/yr

Financial Planning Analyst
176 salaries
unlock blur

₹3.8 L/yr - ₹8.5 L/yr

Associate
174 salaries
unlock blur

₹2.2 L/yr - ₹10 L/yr

Group Leader
116 salaries
unlock blur

₹10 L/yr - ₹30.5 L/yr

Explore more salaries
Compare Ameriprise Financial with

Morgan Stanley

3.7
Compare

Charles Schwab

4.2
Compare

UBS

4.0
Compare

Prudential Financial

3.6
Compare
Did you find this page helpful?
Yes No
write
Share an Interview