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JPMorgan Chase & Co. Research Analyst Interview Questions and Answers

Updated 3 Sep 2022

JPMorgan Chase & Co. Research Analyst Interview Experiences

1 interview found

I applied via Naukri.com and was interviewed in 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 - Aptitude Test 

Basic aptitude questions including work time, relationship and cost problems.

Interview Preparation Tips

Interview preparation tips for other job seekers - Revise basic mathematics, linear algebra hard probability problems for your exam.

Research Analyst Jobs at JPMorgan Chase & Co.

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Interview questions from similar companies

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

I applied via Campus Placement and was interviewed in Nov 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

The test will comprise a total of 60 questions, divided as follows: 70% of the questions will focus on finance and accounting, while the remaining questions will cover aptitude and English.

Round 2 - Technical 

(1 Question)

  • Q1. Zero coupon bonds, long-term liabilities, return on equity, debt-equity ratio, captial budgeting and techniques, bonds and its types, debt instruments meaning, collateral, mortgage, spin off, demerger, mer...

Interview Preparation Tips

Interview preparation tips for other job seekers - The interview panel consists of two members: the team leader and the manager. They specifically asked me detailed questions regarding finance, which included my percentage in my MBA, inquiries related to my projects, and how I learned about the company. While responding to the questions, it is essential to remain confident, and if a question is unfamiliar, we can articulate our response in our own words. We should answer them slowly instead of hurrying. Overall I have a great experience while answering the questions and panel members were polite persons.
Interview experience
2
Poor
Difficulty level
-
Process Duration
-
Result
-

I applied via Recruitment Consulltant and was interviewed in Apr 2024. 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 - One-on-one 

(5 Questions)

  • Q1. Basic questions over excel function
  • Q2. Dashboard preparation with formulas
  • Q3. Vlookup and hlookup
  • Q4. Sum sumif tex formula
  • Ans. 

    SUMIF is a function in Excel used to sum values based on a specific condition.

    • SUMIF formula syntax: =SUMIF(range, criteria, [sum_range])

    • Example: =SUMIF(A1:A10, ">10", B1:B10) will sum values in B1:B10 where corresponding value in A1:A10 is greater than 10

    • Criteria can be a number, expression, or text

    • Sum_range is optional and if omitted, the range is used for both sum and criteria

  • Answered by AI
  • Q5. Countif countifs pivot advance excel formulas

Interview Preparation Tips

Interview preparation tips for other job seekers - Please don't go with 3rd party pay roll *Nityo Infotech* they don't take ur responsibility, no incriment in any year less number of holiday compare to other vendor.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. What are corporate actions?
  • Ans. 

    Corporate actions are events initiated by a public company that can affect its stock price or ownership structure.

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

    • These actions can impact shareholders by changing the value of their investments or the number of shares they own.

    • Investors need to stay informed about corporate actions to make informed decisions about th

  • Answered by AI
  • Q2. What is capital repayment?
  • Ans. 

    Capital repayment refers to the process of paying back the original amount borrowed in a loan or investment.

    • Capital repayment is the return of the initial amount borrowed or invested.

    • It does not include any interest or additional fees.

    • Common examples include paying off a mortgage or returning the principal amount of a bond.

    • Capital repayment reduces the outstanding balance of a loan or investment.

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

Need to give aptitude test

Round 2 - Technical 

(2 Questions)

  • Q1. Tell me about your self
  • Q2. Questions about process

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident on what you say.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
-
Result
Selected Selected
Round 1 - Aptitude Test 

Verbal, reasoning and others

Round 2 - Technical 

(2 Questions)

  • Q1. What is balance sheet? Examples
  • Q2. Difference between mutual fund and ETF?
Round 3 - HR 

(2 Questions)

  • Q1. Are you okay with day or night shift?
  • Q2. What’s your salary expectations?
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Maths logic and verbal tes

Round 2 - One-on-one 

(1 Question)

  • Q1. What is debt and equity
  • Ans. 

    Debt and equity are two main sources of financing for companies. Debt involves borrowing money that must be repaid with interest, while equity involves selling ownership stakes in the company.

    • Debt is a form of financing where a company borrows money from lenders and agrees to repay the principal amount plus interest over a specified period of time.

    • Equity is a form of financing where a company sells ownership stakes (sh...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Study financial statement
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
More than 8 weeks
Result
Not Selected

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

Round 1 - Assignment 

Made a model and report

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

(2 Questions)

  • Q1. Balance sheet related questions
  • Q2. Incomestatement
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
4-6 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Jan 2024. There were 2 interview rounds.

Round 1 - One-on-one 

(2 Questions)

  • Q1. TSO WACC Financial Ratios
  • Q2. Balance sheet p&l and income statement linkage
Round 2 - HR 

(2 Questions)

  • Q1. Family background
  • Q2. Future goals

JPMorgan Chase & Co. Interview FAQs

How many rounds are there in JPMorgan Chase & Co. Research Analyst interview?
JPMorgan Chase & Co. interview process usually has 2 rounds. The most common rounds in the JPMorgan Chase & Co. interview process are Resume Shortlist and Aptitude Test.
How to prepare for JPMorgan Chase & Co. Research 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 Research, Fixed Income, Analytics, Equity Research and Financial Due Diligence.

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JPMorgan Chase & Co. Research Analyst Salary
based on 88 salaries
₹10 L/yr - ₹15.9 L/yr
110% more than the average Research Analyst Salary in India
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JPMorgan Chase & Co. Research Analyst Reviews and Ratings

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4.4/5

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4.3

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4.5

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4.4

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4.0

Promotions

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