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JPMorgan Chase & Co. Financial Planning Analyst Interview Questions and Answers

Updated 21 Feb 2024

JPMorgan Chase & Co. Financial Planning Analyst Interview Experiences

1 interview found

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

Financial Planning Analyst Jobs at JPMorgan Chase & Co.

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Interview questions from similar companies

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

I applied via campus placement at Symbiosis Centre For Management and HRD (SCMHRD) and was interviewed before Apr 2023. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. Basics on the P&L statment, some financial ratios like Interest Margin, CET1 ratio, Basel Norms
  • Q2. Previous workex
Interview experience
5
Excellent
Difficulty level
Easy
Process Duration
2-4 weeks
Result
Selected Selected

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

Round 1 - Technical 

(3 Questions)

  • Q1. Basic question of accounting and finance, simple maths and logical question and some scenario based questions
  • Q2. What is golden rule of accounting?
  • Ans. 

    The golden rule of accounting states that debit what comes in and credit what goes out.

    • Debit what comes in and credit what goes out

    • Assets = Liabilities + Equity

    • Helps maintain the balance in financial transactions

  • Answered by AI
  • Q3. What is bonds and debentures?
  • Ans. 

    Bonds and debentures are types of debt securities issued by companies or governments to raise capital.

    • Bonds are long-term debt securities issued by corporations or governments, typically with a fixed interest rate and maturity date.

    • Debentures are unsecured debt instruments issued by corporations, backed only by the creditworthiness and reputation of the issuer.

    • Both bonds and debentures are used by entities to raise fun...

  • Answered by AI
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I applied via LinkedIn and was interviewed in Aug 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. What makes you a good candidate?
  • Ans. 

    I am a good candidate because of my strong financial background, analytical skills, and ability to work well under pressure.

    • Extensive experience in financial analysis and reporting

    • Strong analytical skills to interpret data and make informed decisions

    • Proven ability to work well under pressure and meet tight deadlines

    • Excellent communication and interpersonal skills for building relationships with clients and colleagues

  • Answered by AI
Round 2 - Technical 

(1 Question)

  • Q1. What is IFRC and USGaap?
  • Ans. 

    IFRC stands for International Financial Reporting Standards and USGaap stands for United States Generally Accepted Accounting Principles.

    • IFRC is a set of accounting standards developed by the International Accounting Standards Board (IASB).

    • USGaap is a set of accounting principles used in the United States for financial reporting.

    • IFRC focuses on principles-based standards, while USGaap is more rules-based.

    • IFRC is used i...

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

(2 Questions)

  • Q1. What are common control transactions
  • Ans. 

    Common control transactions are transactions between entities under common control, where one entity has control over the other.

    • Common control transactions typically involve the transfer of assets, liabilities, or equity between entities under the same parent company.

    • These transactions are not considered arm's length transactions as the entities involved are related.

    • Examples of common control transactions include the t...

  • Answered by AI
  • Q2. What is risk assessment
  • Ans. 

    Risk assessment is the process of identifying, analyzing, and evaluating potential risks in order to make informed decisions.

    • Identifying potential risks that could impact an organization's objectives

    • Analyzing the likelihood and impact of each risk

    • Evaluating the overall risk exposure and determining appropriate risk mitigation strategies

    • Risk assessment helps in making informed decisions and prioritizing resources

    • Example...

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

(2 Questions)

  • Q1. Can you explain your current professional profile?
  • Q2. Salary exceptions
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(2 Questions)

  • Q1. How do you handle escalations?
  • Ans. 

    I handle escalations by remaining calm, listening actively, identifying the root cause, proposing solutions, and following up to ensure resolution.

    • Remain calm and composed when dealing with escalated situations

    • Listen actively to understand the concerns and perspectives of all parties involved

    • Identify the root cause of the escalation to address the underlying issue

    • Propose solutions or alternatives to resolve the escalat...

  • Answered by AI
  • Q2. How important is this job to you?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - One-on-one 

(5 Questions)

  • Q1. Capital market primary Market secondary market equity
  • Q2. Capital market equity primary secondary share bond price
  • Q3. Capital market ka hai kyaTeraGhar
  • Q4. Capital marketkahaikyaterapasshaiyehnahihaina
  • Q5. Hhhshhsuusuuh bHhshhhahhwh.Shhhshhwhhs
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
2-4 weeks
Result
No response

I applied via Naukri.com and was interviewed in Oct 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

Good but a tricky one

Round 2 - picking up by filtering 

(2 Questions)

  • Q1. Self introduction
  • Q2. Education background

Interview Preparation Tips

Topics to prepare for State Street Corporation Financial Analyst interview:
  • financial subjects
Interview preparation tips for other job seekers - be self motivated, don't loose hope.
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(2 Questions)

  • Q1. Tell me about yourself?
  • Ans. 

    Experienced financial analyst with a background in investment banking and strong analytical skills.

    • I have a Bachelor's degree in Finance and have worked in investment banking for 5 years.

    • Proficient in financial modeling, data analysis, and forecasting.

    • Strong communication skills and ability to present complex financial information to stakeholders.

    • Detail-oriented and able to work under pressure to meet deadlines.

  • Answered by AI
  • Q2. Where you find yourself in 5 years?
  • Ans. 

    In 5 years, I see myself as a senior financial analyst leading a team and contributing to the strategic decision-making process of the company.

    • Leading a team of financial analysts

    • Contributing to strategic decision-making process

    • Continuing professional development through certifications or advanced degrees

  • Answered by AI

JPMorgan Chase & Co. Interview FAQs

How many rounds are there in JPMorgan Chase & Co. Financial Planning Analyst interview?
JPMorgan Chase & Co. interview process usually has 1 rounds. The most common rounds in the JPMorgan Chase & Co. interview process are Aptitude Test.
How to prepare for JPMorgan Chase & Co. Financial Planning 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 JPMorgan Chase & Co.. The most common topics and skills that interviewers at JPMorgan Chase & Co. expect are Financial Analysis, Budgeting, Forecasting, Financial Reporting and Financial Planning.

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JPMorgan Chase & Co. Financial Planning Analyst Salary
based on 8 salaries
₹10.5 L/yr - ₹21 L/yr
64% more than the average Financial Planning Analyst Salary in India
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JPMorgan Chase & Co. Financial Planning Analyst Reviews and Ratings

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