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Fidelity Investments Financial Analyst Interview Questions and Answers

Updated 31 Mar 2024

Fidelity Investments Financial Analyst Interview Experiences

1 interview found

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 questions from similar companies

I was interviewed before Jun 2016.

Interview Questionnaire 

4 Questions

  • Q1. Ratios
  • Q2. Securitization
  • Q3. Expected package
  • Q4. Preferred location
  • Ans. 

    I prefer to work in a location that offers a vibrant and diverse community, with access to cultural events and opportunities for personal growth.

    • I value a location that has a strong sense of community and offers a variety of cultural activities.

    • Access to educational and personal growth opportunities is important to me.

    • I am open to considering different locations that meet these criteria.

  • Answered by AI

Interview Preparation Tips

Round: Technical Interview
Experience: Financial aspects were covered in this round
Tips: Polish your technical skills

Round: Test
Duration: 1 hour
Total Questions: 20

College Name: Amity School Of Engineering And Technology, Noida

Analyst Interview Questions & Answers

Blackrock user image Riddhima Arora

posted on 25 Aug 2017

I was interviewed before Aug 2016.

Interview Questionnaire 

2 Questions

  • Q1. Questions on databases
  • Q2. Why should we hire you?
  • Ans. 

    I have the analytical skills, experience, and passion to excel in this role.

    • I have a strong background in data analysis and interpretation

    • I have experience in using various analytical tools and techniques

    • I am detail-oriented and have a proven track record of delivering accurate and insightful analysis

    • I am a quick learner and can adapt to new challenges and environments easily

  • Answered by AI

Interview Preparation Tips

Round: Test
Duration: 1 hour

Skills: Computer Science
College Name: Thapar University, Patiala

Interview Questionnaire 

8 Questions

  • Q1. A nimbu paani wala spends all of his daily income on his daily expenditure except only as much as would enable him to conduct equal business on the next day. He now wants to aim at starting to save for the...
  • Ans. 

    Advise the nimbu paani wala on how to start saving for the future.

    • Encourage him to set a savings goal and create a budget to achieve it.

    • Suggest he start small by saving a small percentage of his daily income.

    • Recommend he explore investment options to grow his savings over time.

    • Remind him to continue setting aside enough money for his daily expenses.

    • Provide resources or education on financial literacy to help him make i

  • Answered by AI
  • Q2. An IT sector multinational wants to expand its business into more countries. Suggest a strategy. This was the question given in the VC round by the Partner. It was followed by a lot of numerical and qualit...
  • Ans. 

    To expand into more countries, the IT sector multinational can adopt a market entry strategy that includes market research, partnerships, localization, and scalability.

    • Conduct thorough market research to identify potential countries for expansion

    • Establish strategic partnerships with local companies to leverage their knowledge and networks

    • Adapt products and services to meet the specific needs and preferences of each tar...

  • Answered by AI
  • Q3. An IT sector company wants to increase the number of BPOs in India. Devise a metric that will help it rank cities according to their favourability to host this BPO
  • Ans. 

    A metric to rank Indian cities for BPOs

    • Consider factors like availability of skilled workforce, infrastructure, cost of living, and government policies

    • Weight each factor based on its importance to the company

    • Collect data on each factor for different cities and assign scores

    • Rank cities based on their total score

    • Examples of factors: number of universities, quality of transportation, cost of office space, tax incentives

    • Re...

  • Answered by AI
  • Q4. The supply chain head in an auto company in India is frustrated about manufacturing stopping frequently because of parts not being readily available at the assembly line and comes to you for help. What cou...
  • Ans. 

    The probable reasons for manufacturing stoppages due to parts unavailability in an auto company in India and suggested solutions.

    • Probable reasons: supply chain disruptions, inventory management issues, quality control problems, lack of communication with suppliers

    • Investigate by analyzing historical data, conducting supplier audits, implementing real-time tracking systems

    • Solutions: improve forecasting accuracy, establis...

  • Answered by AI
  • Q5. How many airplanes are flying in the Indian sky at the moment?
  • Ans. 

    The exact number of airplanes flying in the Indian sky at the moment is not available.

    • The number of airplanes flying in the Indian sky changes constantly.

    • It depends on factors such as time of day, weather conditions, and airline schedules.

    • However, on average, there are around 2,000 flights in the Indian airspace at any given time.

    • This number includes both domestic and international flights.

    • The Indian aviation industry ...

  • Answered by AI
  • Q6. How many years will it take the Delhi Metro to break even?
  • Ans. 

    The Delhi Metro is expected to break even in 2025.

    • The Delhi Metro has been expanding rapidly and has seen a steady increase in ridership.

    • The metro has been able to generate revenue through advertising and property development.

    • The government has also provided financial support to the metro.

    • Based on current projections, the Delhi Metro is expected to break even in 2025.

  • Answered by AI
  • Q7. Why not MBA?
  • Q8. Interview-4

Interview Preparation Tips

Round: Interview
Experience: The interviewer also said: "It seems like you are more interested in finance and BCG is only the second option. We don’t like being the second option." All these questions required some delicate handling.

Round: Interview
Experience: This was a sort of stress interview because the interviewer seemed disinterested and dissatisfied with everything i said and kept on demanding for more while impressing that whatever I am coming up with was really of no significance.
Tips: What worked in my favor was I dint get flustered by his attitude, kept smiling and working at the problem objectively. When I would come to the end of one line of thinking and would have no more answers to his “What next” I would frankly tell him that and ask him in return for more suggestions. It resulted in him complimenting my way of thinking at the end and saying that I was one of the best and most practical candidates that he had interviewed that day.

Round: Interview
Experience: 1. Both the above questions were the part of one interview.
2. The interviewer didn't want me to solve the case fully in either instance. He just wanted to see my structure and evaluate my thinking process.

Round: Interview
Experience: Almost all my interviews went well with BCG except the last VC one, because by then I was complete drained out and could hardly think. I also did some minor silly mistakes in a couple of the smaller cases while dealing with numbers, but otherwise everyone seemed to appreciate my structuring of the cases. Some of the interviewers also delved into the HR side frequently.

College Name: IIT KANPUR

I was interviewed before Jan 2016.

Interview Questionnaire 

1 Question

  • Q1. Elevator design and puzzles and core java and sql queries

Interview Preparation Tips

Round: Test
Tips: Speed and accuracy needed
Duration: 1 hour 30 minutes
Total Questions: 30

Skills: Analytical Skills, Java Programming, Mysql
College Name: IIIT Allahabad

Analyst Interview Questions & Answers

Wells Fargo user image SNEHA KUMARI SHARMA

posted on 1 Jun 2017

I was interviewed in Aug 2016.

Interview Questionnaire 

11 Questions

  • Q1. Basics of programming language
  • Q2. Basics of programming language
  • Q3. Microprocessor basics
  • Q4. Logic of traffic light functionality
  • Ans. 

    Traffic lights use a set sequence of colors to control the flow of vehicles and pedestrians.

    • Traffic lights use red, yellow, and green lights to indicate when vehicles and pedestrians should stop, slow down, or go.

    • The sequence of colors is typically red, yellow, green, and then back to red.

    • Different traffic lights may have different timings for each color depending on the traffic flow and pedestrian activity.

    • Traffic lig...

  • Answered by AI
  • Q5. Logic of elevator operation
  • Ans. 

    The logic of elevator operation involves a system of sensors, controls, and algorithms to efficiently transport passengers between floors.

    • Elevators use sensors to detect the presence of passengers and determine their desired floor.

    • Controls process this information and calculate the most efficient route for the elevator to take.

    • Algorithms prioritize elevator assignments based on factors like proximity, floor traffic, an...

  • Answered by AI
  • Q6. Coding on paper.
  • Q7. How was the technical I review experience
  • Q8. How was the technical I review experience
  • Q9. Why wells Fargo?
  • Ans. 

    Wells Fargo is a reputable and established financial institution with a strong track record in the industry.

    • Wells Fargo has a long history dating back to 1852, making it one of the oldest and most established banks in the United States.

    • The company has a strong reputation for providing a wide range of financial services, including banking, investments, and insurance.

    • Wells Fargo has a large network of branches and ATMs, ...

  • Answered by AI
  • Q10. Comments on the moto of the company
  • Q11. General questions related to resume included details.

Interview Preparation Tips

Round: Test
Experience: Computer based Test
Enrollment round
Followed with other test rounds with one minute timer for each question.
Tips: Be quick,still careful.
Time management is the key to score.

Total Questions: 75

Round: Technical Interview
Experience: Computer based Test
Enrollment round
Followed with other test rounds with one minute timer for each question.
Tips: Be quick,still careful.
Time management is the key to score.


Round: Technical Interview
Experience: A general introduction of oneself.Hobbies and inclination towards IT sector job and why wells Fargo followed by different subject knowledge and basics .

Tips: Be confident.
Revise coding basics.
Know your microprocessor basics.
Be frank to say if u are unable to recall an answer at that moment.


College Name: Sikkim Manipal University

I applied via Campus Placement

Interview Questionnaire 

2 Questions

  • Q1. Why this specific profile? (analyst)
  • Ans. 

    I am passionate about analyzing data and deriving insights to drive strategic decision-making.

    • I have a strong background in data analysis and statistics.

    • I enjoy problem-solving and finding patterns in data.

    • I believe that my analytical skills can add value to the organization by providing actionable insights.

    • I have experience using various analytical tools such as Excel, SQL, and Tableau.

    • I am detail-oriented and thrive

  • Answered by AI
  • Q2. Why finance?
  • Ans. 

    Passion for analyzing data and making informed financial decisions.

    • I have always been fascinated by numbers and analyzing trends.

    • I enjoy the challenge of making sense of complex financial data.

    • I believe finance plays a crucial role in driving business success and growth.

    • I am motivated by the opportunity to help companies make informed financial decisions.

    • I find satisfaction in using data to identify opportunities for i

  • Answered by AI

Interview Preparation Tips

Round: Case Study Interview
Experience: Q: Give me five steps to estimate the number of traffic lights in Bombay.
Me: I will divide the city into equidistant lines, both vertical and horizontal; sort of a mesh. Then I would take vertical and horizontal rectangles i.e. the rectangles which fall on length and breadth of the city. Starting with the horizontal ones I would try to estimate the number of roads going from east to west in each rectangle(depending on the type of area: residential, commercial or a highway) Similarly I would try to estimate the number of roads going from north to south in each vertical rectangle. Now I have the average number of roads per unit length and per unit breadth. Now, I can calculate the average number of roads intersecting per rectangle. Now if I have the data, I can also use the traffic density data to further improve my estimate, i.e. whether the traffic light is required in that rectangle or not.(depending upon the traffic density)
Q: Lets say that golden quadrilateral gets completed tomorrow. What would be its impact on the sales of Ashok Leyland?
Me: Sir, they would increase, as more and more traffic will shift from railways to roadways as the average time taken by road will decrease.
Q: If I say that the sales will decreases by road, the truk will make the same number of trips in less amount of time, thereby rendering overcapacity in the road transport market therefore the sales will decrease.
Me: (I actually didn't let him complete, I interrupted him in between and said that I got the logic)
Tips: Don't try to overstate the facts.

Skills:
Duration: 3
College Name: IIM Lucknow

I applied via Naukri.com and was interviewed before Oct 2020. There was 1 interview round.

Interview Questionnaire 

3 Questions

  • Q1. Tell me about yourself
  • Q2. Question realted to final year project
  • Q3. Why Morgan Stanley and what do you know about our company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Read the job description and know the job role as the interview questions are related to it.

I applied via Walk-in and was interviewed before Jul 2021. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. What are the types of derivatives?
  • Ans. 

    Derivatives are financial instruments that derive their value from an underlying asset or security.

    • Types of derivatives include futures, options, swaps, and forwards.

    • Futures are contracts to buy or sell an asset at a predetermined price and date.

    • Options give the buyer the right, but not the obligation, to buy or sell an asset at a predetermined price and date.

    • Swaps involve exchanging cash flows based on different finan...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare on Derviatives and structure of funds.

I applied via Walk-in and was interviewed before Jun 2020. There were 5 interview rounds.

Interview Questionnaire 

2 Questions

  • Q1. Basic accounts and finance questions
  • Q2. If you dont know answer better be straight forward about it

Interview Preparation Tips

Interview preparation tips for other job seekers - lot of round, pretty tough
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Fidelity Investments Interview FAQs

How many rounds are there in Fidelity Investments Financial Analyst interview?
Fidelity Investments interview process usually has 2 rounds. The most common rounds in the Fidelity Investments interview process are One-on-one Round.

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