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BNY Intermediate Representative Interview Questions, Process, and Tips

Updated 12 Feb 2025

Top BNY Intermediate Representative Interview Questions and Answers

  • Q1. What are the methodologies use to calculate the returns?
  • Q2. What is NAV how do you calculate it?
  • Q3. 1. Explain fund accounting work flow. 2. NAV calculation 3. NAV impacts 4. Journal ledger entries 5. Effects entries 6. Impacts of posting 7. Double entry posting impacts ...read more
View all 15 questions

BNY Intermediate Representative Interview Experiences

16 interviews found

I applied via Naukri.com and was interviewed in Jan 2021. There were 5 interview rounds.

Interview Questionnaire 

4 Questions

  • Q1. What is NAV how do you calculate it?
  • Ans. 

    NAV stands for Net Asset Value. It is the value of a mutual fund's assets minus its liabilities.

    • NAV is calculated by dividing the total value of a fund's assets by the number of outstanding shares.

    • The formula for NAV is: NAV = (Total Assets - Total Liabilities) / Number of Outstanding Shares

    • NAV is calculated at the end of each trading day.

    • NAV is used to determine the price at which investors can buy or sell shares in a

  • Answered by AI
  • Q2. What are the methodologies use to calculate the returns?
  • Ans. 

    Various methodologies are used to calculate returns, including time-weighted, money-weighted, and geometric.

    • Time-weighted returns measure the performance of a portfolio over a specific period of time, regardless of cash inflows or outflows.

    • Money-weighted returns take into account the timing and amount of cash flows into and out of a portfolio.

    • Geometric returns calculate the compounded rate of return over a period of ti...

  • Answered by AI
  • Q3. What is corporate action and asst transfer
  • Ans. 

    Corporate action refers to any event initiated by a publicly traded company that affects the securities issued by the company.

    • Corporate actions can include stock splits, dividends, mergers and acquisitions, and spin-offs.

    • Asset transfer refers to the movement of securities or other assets from one account to another.

    • Asset transfers can occur due to a variety of reasons, such as a change in ownership or a change in custo...

  • Answered by AI
  • Q4. What is attribution
  • Ans. 

    Attribution is the process of identifying the source or cause of something.

    • It involves determining who or what is responsible for a particular event or outcome.

    • In marketing, attribution refers to identifying which marketing channels or campaigns led to a conversion or sale.

    • In journalism, attribution involves giving credit to sources of information used in a news story.

    • Attribution theory is a psychological framework for...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared with Nav, formula to calculate NAV, Types of corporate actions, Attribution and types of Attribution.

Skills evaluated in this interview

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

I applied via Referral and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - One-on-one 

(3 Questions)

  • Q1. Tell me about your self
  • Ans. 

    Experienced professional with a background in customer service and problem-solving skills.

    • Over 5 years of experience in customer service roles

    • Strong communication and interpersonal skills

    • Proven ability to handle difficult situations and find solutions

    • Bachelor's degree in Business Administration

  • Answered by AI
  • Q2. Tell me about shares and bonds
  • Ans. 

    Shares and bonds are types of investments. Shares represent ownership in a company, while bonds are debt securities issued by governments or corporations.

    • Shares represent ownership in a company, giving the shareholder voting rights and potential dividends.

    • Bonds are debt securities issued by governments or corporations, where the issuer promises to repay the bondholder the principal amount plus interest at a specified d...

  • Answered by AI
  • Q3. What is your salary expectation
  • Ans. 

    I am looking for a competitive salary based on my experience, skills, and the responsibilities of the position.

    • Research the average salary range for the position in the industry and location

    • Consider your own experience, skills, and qualifications

    • Be prepared to negotiate based on the benefits and opportunities offered by the company

  • Answered by AI

Intermediate Representative Interview Questions Asked at Other Companies

asked in BNY
Q1. What are the methodologies use to calculate the returns?
asked in BNY
Q2. What is NAV how do you calculate it?
asked in BNY
Q3. 1. Explain fund accounting work flow. 2. NAV calculation 3. NAV i ... read more
asked in BNY
Q4. What is corporate action and asst transfer
asked in BNY
Q5. Tell me something about financial markets
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed in Jan 2025.

Round 1 - One-on-one 

(1 Question)

  • Q1. What is nested correspondence bank?
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Walk-in and was interviewed in Dec 2023. There were 2 interview rounds.

Round 1 - One-on-one 

(2 Questions)

  • Q1. Team Handling Question
  • Q2. Behavioural Issue within the Team
Round 2 - One-on-one 

(1 Question)

  • Q1. All set It was a Good 1 : 1 round

Interview Preparation Tips

Interview preparation tips for other job seekers - Got Selected in BNY Mellon. Thanks to the HR and Ops from BNY for Interviewing me

BNY interview questions for designations

 Intermediate Client Processing Representative

 (3)

 Lead Representative

 (4)

 Senior Representative

 (8)

 Representative Lead

 (1)

 Senior Process Analyst

 (1)

 Client Processing Representative

 (4)

 Customer Service Representative

 (2)

 Inter Representative Client Processing

 (2)

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Assignment 

English & finance related questions

Get interview-ready with Top BNY Interview Questions

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected
Round 1 - Technical 

(1 Question)

  • Q1. About my previous experience
Round 2 - HR 

(1 Question)

  • Q1. Salary and experience

Intermediate Representative Jobs at BNY

View all
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Sep 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

General, aptitude testing the candidates banking operations knowledge

Round 2 - One-on-one 

(2 Questions)

  • Q1. Swift meaning and custodian /definition meaning
  • Ans. 

    Swift is a messaging network used for secure and efficient financial transactions. A custodian is a financial institution that holds and safeguards assets for clients.

    • Swift is a messaging network used by banks and financial institutions to securely and quickly send information and instructions for financial transactions.

    • Custodian refers to a financial institution or entity that holds and safeguards assets on behalf of ...

  • Answered by AI
  • Q2. About bny and its operations
Round 3 - Aptitude Test 

Compensation structure, do

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

I applied via Referral and was interviewed before Aug 2023. There were 3 interview rounds.

Round 1 - Aptitude Test 

It was little tough but tried twice to crack it

Round 2 - HR 

(2 Questions)

  • Q1. Tell about yourself
  • Ans. 

    I am a dedicated and experienced professional with a strong background in customer service and problem-solving.

    • Over 5 years of experience in customer service roles

    • Skilled in resolving customer complaints and issues effectively

    • Strong communication and interpersonal skills

    • Proven track record of meeting and exceeding performance targets

    • Bachelor's degree in Business Administration

  • Answered by AI
  • Q2. Why your changing offz
  • Ans. 

    I am changing roles to seek new challenges and opportunities for growth.

    • Seeking new challenges and opportunities for personal and professional growth

    • Wanting to expand skill set and knowledge in a different role

    • Exploring different career paths to find the best fit

    • Looking for a change in environment or company culture

    • Seeking better work-life balance or job satisfaction

  • Answered by AI
Round 3 - Technical 

(2 Questions)

  • Q1. Percentage of 21
  • Ans. 

    Percentage of 21 is calculated by multiplying 21 by the percentage value and dividing by 100.

    • To find 10% of 21, multiply 21 by 0.10 (or 10/100) which equals 2.1

    • To find 50% of 21, multiply 21 by 0.50 (or 50/100) which equals 10.5

    • To find 75% of 21, multiply 21 by 0.75 (or 75/100) which equals 15.75

  • Answered by AI
  • Q2. What is 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 who make investment decisions on behalf of the investors.

    • Investors can buy shares of mutual funds, which represent a portion of the holdings in the fund.

    • Mutual funds offer diversification, liquidity, and professiona...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - It's easy to crack the interview just be confident enough
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Recruitment Consulltant and was interviewed before Mar 2023. There were 2 interview rounds.

Round 1 - HR 

(3 Questions)

  • Q1. Basic knowledge on financial market and self introduction
  • Q2. Explain me the trade life cycle
  • Ans. 

    The trade life cycle refers to the stages involved in a trade from initiation to settlement.

    • Initiation: Trade is proposed and agreed upon by parties involved.

    • Execution: Trade is executed on the agreed terms.

    • Confirmation: Parties confirm the details of the trade.

    • Clearing: Trade details are sent to clearing house for validation.

    • Settlement: Actual exchange of funds and securities takes place.

    • Post-trade processing: Reconci...

  • Answered by AI
  • Q3. Tell me something about financial markets
  • Ans. 

    Financial markets are platforms where buyers and sellers trade financial assets such as stocks, bonds, commodities, and currencies.

    • Financial markets provide liquidity for investors to buy and sell assets.

    • They can be categorized into primary markets (newly issued securities) and secondary markets (existing securities).

    • Examples include stock exchanges like the NYSE and NASDAQ, bond markets, and foreign exchange markets.

    • M...

  • Answered by AI
Round 2 - Technical 

(2 Questions)

  • Q1. Questions on derivatives
  • Q2. Tell me something about equity markets
  • Ans. 

    Equity markets are where shares of publicly traded companies are bought and sold.

    • Equity markets provide a platform for companies to raise capital by selling shares to investors.

    • Investors can buy and sell shares of publicly traded companies through stock exchanges like NYSE and NASDAQ.

    • Prices of shares in equity markets are determined by supply and demand, as well as company performance and economic factors.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Should have good knowledge on financial instruments like equity,bonds etc
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

Basically based on Financial/capital markets and product's and there defination, use of the product, and overall information regarding the product.

Round 2 - One-on-one 

(1 Question)

  • Q1. 1. Explain fund accounting work flow. 2. NAV calculation 3. NAV impacts 4. Journal ledger entries 5. Effects entries 6. Impacts of posting 7. Double entry posting impacts 8. Expenses accruals
  • Ans. 

    Fund accounting work flow involves NAV calculation, journal ledger entries, effects entries, and expenses accruals.

    • Fund accounting work flow is the process of managing and recording financial transactions for investment funds.

    • NAV calculation is the process of determining the net asset value of a fund, which represents the value of each share or unit.

    • NAV impacts refer to the changes in the net asset value due to various...

  • Answered by AI

Interview Preparation Tips

Topics to prepare for BNY Intermediate Representative interview:
  • Reconciliation
  • Journal entries
  • Accruals
  • Fund Accounting
  • Mutual Funds
  • Expense Analysis
  • FX
  • Balance Sheet Finalisation
  • NAV
  • NAV Calculation
Interview preparation tips for other job seekers - Go through work flow of Fund accounting.
Reconciliation
Expenses
Accruals
Invoices
Debit credit double entry posting impacts
Golden rules of accounting
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 Jun 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

English, Accounting & Maths

Round 2 - Technical 

(1 Question)

  • Q1. Journal entries

Interview Preparation Tips

Interview preparation tips for other job seekers - Be clear on Accounting basics

BNY Interview FAQs

How many rounds are there in BNY Intermediate Representative interview?
BNY interview process usually has 1-2 rounds. The most common rounds in the BNY interview process are One-on-one Round, Aptitude Test and Technical.
How to prepare for BNY Intermediate Representative 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 BNY. The most common topics and skills that interviewers at BNY expect are Bloomberg, Financial Services, Finance, Asset Management and Operations.
What are the top questions asked in BNY Intermediate Representative interview?

Some of the top questions asked at the BNY Intermediate Representative interview -

  1. What are the methodologies use to calculate the retur...read more
  2. What is NAV how do you calculate ...read more
  3. 1. Explain fund accounting work flow. 2. NAV calculation 3. NAV impacts 4. Jour...read more
How long is the BNY Intermediate Representative interview process?

The duration of BNY Intermediate Representative interview process can vary, but typically it takes about less than 2 weeks to complete.

Tell us how to improve this page.

BNY Intermediate Representative Interview Process

based on 19 interviews

3 Interview rounds

  • Aptitude Test Round - 1
  • HR Round
  • Aptitude Test Round - 2
View more

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BNY Intermediate Representative Salary
based on 1.1k salaries
₹2.9 L/yr - ₹7.5 L/yr
8% more than the average Intermediate Representative Salary in India
View more details

BNY Intermediate Representative Reviews and Ratings

based on 154 reviews

3.9/5

Rating in categories

3.7

Skill development

3.8

Work-life balance

3.7

Salary

3.6

Job security

3.8

Company culture

2.8

Promotions

3.4

Work satisfaction

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