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Envestnet Asset Management Associate Operations Analyst Interview Questions and Answers

Updated 19 Feb 2023

Envestnet Asset Management Associate Operations Analyst Interview Experiences

3 interviews found

I applied via Referral and was interviewed in Oct 2022. There were 4 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 - Aptitude Test 

Simple Aptitude Test just like banking exams but easy level. Accounting and Investments-related questions were there.

Round 3 - Technical 

(2 Questions)

  • Q1. Tough interview. Resume-related questions and Finance theory questions. Investment related questions
  • Q2. Mutual Fund, Derivatives, Options, Shares
Round 4 - HR 

(1 Question)

  • Q1. Resume-related questions and personality-assessing questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Easy interview. Just study the finance and investment-related basic questions and company background
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-

I applied via Campus Placement

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Aptitude Test 

Excel, English and General Questions

Round 3 - HR 

(1 Question)

  • Q1. Basic HR questions. Mostly based on resume
Round 4 - Technical 

(1 Question)

  • Q1. Questions on stock market, shares, risk return relationship

Interview Preparation Tips

Interview preparation tips for other job seekers - Remain confident. Interviewers were keeping candidates calm throughout the session.

Associate Operations Analyst Interview Questions Asked at Other Companies

asked in Impress.ai
Q1. Write a email to supervisor about "Requesting 2day leave for atte ... read more

I applied via Campus Placement and was interviewed before Apr 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Financial management questions, covered areas like capital markets, accounting etc.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident while going for the interview. Thorough with the basic financial aspects and accounting.

Interview questions from similar companies

I applied via Recruitment Consultant

Interview Questionnaire 

6 Questions

  • Q1. Were location me to company and
  • Q2. Were location gone me location
  • Q3. When you me take me constant
  • Q4. Because me best for edelweiss
  • Q5. Location give me I will best
  • Q6. How give me Edelweiss

Interview Preparation Tips

Interview preparation tips for other job seekers - I were beast for edelweiss good in
Stargate home location B D work
Operation work and also CHM
Because edelweiss is my best company
So I will best for edelweiss
In all work me interested so beast future in edelweiss so

I applied via Recruitment Consultant and was interviewed in Dec 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Everything related to Capital markets and Securities. and Since It was for Business analyst role so it went around Scrum and agile methodologies

Interview Preparation Tips

Interview preparation tips for other job seekers - A candidate should be well experienced in Agile or Scrum methodologies of business. And should have atleast awareness of Capital market and Securities financial terms.

Interview Questionnaire 

1 Question

  • Q1. What are the type of mutual fund?
  • Ans. 

    There are several types of mutual funds, including equity funds, debt funds, balanced funds, index funds, and sector funds.

    • Equity funds invest in stocks of companies

    • Debt funds invest in fixed-income securities like bonds

    • Balanced funds invest in both stocks and bonds

    • Index funds track a specific market index

    • Sector funds invest in a specific industry or sector

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. What is agile methology?
  • Ans. 

    Agile methodology is a project management approach that emphasizes flexibility, collaboration, and incremental progress.

    • Focus on delivering working software in short iterations

    • Embrace changing requirements

    • Encourage frequent collaboration between team members

    • Use feedback to continuously improve the product

    • Common frameworks include Scrum and Kanban

  • Answered by AI
  • Q2. Write a user story and edge cases
  • Ans. 

    User story for a shopping website

    • As a user, I want to be able to add items to my cart

    • As a user, I want to be able to view my cart and update quantities

    • As a user, I want to be able to proceed to checkout and make a payment

  • Answered by AI

Skills evaluated in this interview

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

(1 Question)

  • Q1. About yourself and your experience
Round 2 - Technical 

(1 Question)

  • Q1. Financial data for baking companies and other industries
  • Ans. 

    Financial data for baking companies and other industries

    • Financial statements like income statement, balance sheet, and cash flow statement are key for analyzing baking companies and other industries

    • Key financial ratios like profitability ratios, liquidity ratios, and solvency ratios can provide insights into the financial health of these companies

    • Comparing financial data of baking companies with industry benchmarks can...

  • Answered by AI
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(1 Question)

  • Q1. About Jira and Agile methodologies
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
Selected Selected

I applied via Referral and was interviewed before Aug 2022. There were 2 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 - Technical 

(5 Questions)

  • Q1. Accounting standards
  • Q2. Pitch me a stock
  • Ans. 

    I would pitch the stock of Tesla Inc.

    • Tesla is a leading electric vehicle manufacturer with a strong brand presence and innovative technology.

    • The company has shown consistent growth in vehicle deliveries and revenue over the years.

    • Tesla's expansion into energy storage and solar products diversifies its revenue streams.

    • The stock has shown strong performance in the past and has the potential for future growth.

    • Elon Musk's ...

  • Answered by AI
  • Q3. Deferred tax assets
  • Q4. Behavioural questions
  • Q5. Questions related to CV

Envestnet Asset Management Interview FAQs

How many rounds are there in Envestnet Asset Management Associate Operations Analyst interview?
Envestnet Asset Management interview process usually has 4 rounds. The most common rounds in the Envestnet Asset Management interview process are Resume Shortlist, Aptitude Test and Technical.
How to prepare for Envestnet Asset Management Associate Operations 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 Envestnet Asset Management. The most common topics and skills that interviewers at Envestnet Asset Management expect are Accounting, Finance, Reconciliation and portfolio.
What are the top questions asked in Envestnet Asset Management Associate Operations Analyst interview?

Some of the top questions asked at the Envestnet Asset Management Associate Operations Analyst interview -

  1. Financial management questions, covered areas like capital markets, accounting ...read more
  2. Questions on stock market, shares, risk return relations...read more
  3. Basic HR questions. Mostly based on res...read more

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Envestnet Asset Management Associate Operations Analyst Interview Process

based on 2 interviews

Interview experience

4.5
  
Good
View more

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Envestnet Asset Management Associate Operations Analyst Salary
based on 97 salaries
₹1.8 L/yr - ₹3.5 L/yr
24% less than the average Associate Operations Analyst Salary in India
View more details

Envestnet Asset Management Associate Operations Analyst Reviews and Ratings

based on 15 reviews

3.9/5

Rating in categories

3.9

Skill development

4.0

Work-life balance

2.9

Salary

3.9

Job security

4.2

Company culture

3.4

Promotions

3.5

Work satisfaction

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