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Sun Life Financial Associate Analyst Interview Questions and Answers

Updated 2 Jan 2025

Sun Life Financial Associate Analyst Interview Experiences

2 interviews found

Associate Analyst Interview Questions & Answers

user image Akshay Sahdev

posted on 2 Jan 2025

Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Aptitude test is easy

Round 2 - Technical 

(2 Questions)

  • Q1. Basic of automation
  • Q2. Basics of java
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Coding Test 

Basic multiple occurrence question.

Round 2 - Technical 

(1 Question)

  • Q1. Linkllist cycle
Round 3 - HR 

(1 Question)

  • Q1. Basic tell about yourself

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Interview questions from similar companies

Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

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

Round 1 - Aptitude Test 

General aptitude was a very average test

Round 2 - Coding Test 

I was asked to demonstrate skills in full stack

Interview Preparation Tips

Interview preparation tips for other job seekers - Be prepared well.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via campus placement at Institute of Management Technology, Nagpur and was interviewed before Dec 2023. There were 2 interview rounds.

Round 1 - Aptitude Test 

Basically on basic finance questions
Current affairs
Logical reason questions

Round 2 - Technical 

(1 Question)

  • Q1. What is dcf Different financial ratios Some analytical questions Basics of accounting

Interview Preparation Tips

Interview preparation tips for other job seekers - Focus on ur basics
Stay updated to current affairs
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 

(2 Questions)

  • Q1. Polymorhism, desgin patterns, sql, linkedlist
  • Q2. Sql joins practical scenarios

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and speak the truth. ALSO ask for which project.

I applied via Recruitment Consultant and was interviewed in Apr 2020. There were 4 interview rounds.

Interview Questionnaire 

3 Questions

  • Q1. Financial Instruments and their usage in NAV production, Journal Entries at each recorded at each stage of NAV production.
  • Q2. Extensive questions about Future, Options and journal entries recorded from opening to closing of the contracts.
  • Q3. Various types of corporate actions and their treatment in NAV production
  • Ans. 

    Corporate actions affect NAV production. Examples include stock splits, dividends, and mergers.

    • Corporate actions can impact the value of a fund's assets and liabilities

    • Stock splits can increase the number of shares outstanding and decrease the NAV per share

    • Dividends can decrease the NAV per share

    • Mergers can result in changes to the fund's holdings and NAV

    • NAV production must be adjusted to reflect the impact of corporat

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - For Apex, try to have good knowledge about the Journal Entries posted in NAV. On the other hand not a good organisation to work for.
Interview experience
1
Bad
Difficulty level
-
Process Duration
-
Result
Selected Selected
Round 1 - One-on-one 

(2 Questions)

  • Q1. Tell us about yourself.
  • Ans. 

    Experienced Senior Associate with a background in finance and project management.

    • Over 5 years of experience in finance and project management

    • Skilled in financial analysis, budgeting, and forecasting

    • Strong communication and leadership skills

    • Managed cross-functional teams to successfully deliver projects on time and within budget

  • Answered by AI
  • Q2. How do you see this oppourtunity about the jd?
  • Ans. 

    I see this opportunity as a chance to further develop my skills and contribute to the team's success.

    • I believe this role aligns well with my experience and career goals.

    • I am excited about the potential to take on more responsibilities and make a meaningful impact.

    • I am eager to collaborate with talented colleagues and learn from their expertise.

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Dont join Macquarie at any package. It is worst organisation in terms of everything. Workload, work culture, manager, manager support, oversight involvement, multiple managers, process design etc. It will make your life hell. Avoid Macquarie as your next organisation.
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Not Selected

I applied via Approached by Company and was interviewed in Jul 2024. There was 1 interview round.

Round 1 - Technical 

(2 Questions)

  • Q1. Projects done in previous companies.
  • Q2. Basic Classical ML questions, bagging boosting, evaluation metrics etc
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. What is you best memorable moment?
Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
No response

I was interviewed in Sep 2023.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Don’t add your photo or details such as gender, age, and address in your resume. These details do not add any value.
View all tips
Round 2 - One-on-one 

(6 Questions)

  • Q1. Adjustment Journal entries, Subscription and Redemption Journal Entries and do they affect the NAV,
  • Q2. Management fees, Performance Fees, Hurdle Rate
  • Q3. About your process
  • Q4. Corporate action like split and reverse split and how they affect the NAV
  • Q5. Corporate action you know and their impact on Nav.
  • Ans. 

    Corporate actions like dividends and stock splits can impact Net Asset Value (NAV) of a mutual fund.

    • Dividends: When a company pays out dividends, the NAV of the mutual fund decreases by the amount of the dividend.

    • Stock Splits: If a company undergoes a stock split, the NAV of the mutual fund will adjust accordingly to reflect the new number of shares.

    • Rights Issue: If a company issues new shares through a rights offering...

  • Answered by AI
  • Q6. Financial statements

Interview Preparation Tips

Interview preparation tips for other job seekers - Focus on Journal Entries

Sun Life Financial Interview FAQs

How many rounds are there in Sun Life Financial Associate Analyst interview?
Sun Life Financial interview process usually has 2-3 rounds. The most common rounds in the Sun Life Financial interview process are Technical, Coding Test and HR.
How to prepare for Sun Life Financial Associate 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 Sun Life Financial. The most common topics and skills that interviewers at Sun Life Financial expect are Functional Testing, Web Technologies and Web Testing.
What are the top questions asked in Sun Life Financial Associate Analyst interview?

Some of the top questions asked at the Sun Life Financial Associate Analyst interview -

  1. basic of automat...read more
  2. basics of j...read more
  3. Linkllist cy...read more

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Sun Life Financial Associate Analyst Interview Process

based on 2 interviews

Interview experience

4
  
Good
View more
Sun Life Financial Associate Analyst Salary
based on 28 salaries
₹5 L/yr - ₹8.6 L/yr
64% more than the average Associate Analyst Salary in India
View more details

Sun Life Financial Associate Analyst Reviews and Ratings

based on 7 reviews

4.0/5

Rating in categories

4.2

Skill development

4.2

Work-life balance

3.8

Salary

4.5

Job security

4.5

Company culture

3.5

Promotions

3.7

Work satisfaction

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