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Ubs Forums Financial Analyst Interview Questions and Answers

Updated 24 Jun 2024

Ubs Forums Financial Analyst Interview Experiences

1 interview found

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

(2 Questions)

  • Q1. What you know about our policies
  • Q2. Why do you want to work with us

Interview Preparation Tips

Interview preparation tips for other job seekers - 1.be confident
2.read JD properly

Interview questions from similar companies

I applied via Campus Placement and was interviewed in Jul 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. What is derivatives, types of derivatives
  • Ans. 

    Derivatives are financial contracts whose value is derived 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 holder 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 financi...

  • Answered by AI
  • Q2. Capital markets shares market Account entries

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and shor more interest in job

I was interviewed before Jun 2016.

Interview Preparation Tips

Round: Test
Experience: The test was purely based on Data Interpretation. Every page had 3 charts and 5 objective questions based on those charts. There was severe time constraint in the paper and my selectivity among the questions proved beneficial in clearing the cut-off.
Duration: 1 hour
Total Questions: 30

Round: Case Study Interview
Experience: "Tell me about yourself" was the first question asked to me. I just told him a few things about myself mainly focusing on the financial projects I did. Then he gave me a trivial case study as follows,
"There are two economical classes, Prime and Sub-Prime, and I had to give a Motorcycle loan to one of them. Whom should I give?"
I was supposed to ask him any information that I would require to solve this case study. Whenever I used to get stuck he gave me hints to work upon. And finally, based on the value he gave me I could compare the profit from both the classes. The main thing about the case study was the way of solving it and how interactive was I with the interviewer.

Round: Case Study Interview
Experience: "Capital One reached its customers for new offers through postal mail. They had 2 kinds of postal services, A class and C class. In A Class, if the customer had changed his address then the postal service would update the address on the letter and it would reach the customer at the new address. In C Class, if the address is changed then the customer would not get the mail. I was supposed to tell which one of the postal service was better in two conditions, 1st when no. of mail to be made is fixed and 2nd when amount to be spend in mailing is fixed."
I found this case simpler than the earlier one. I managed to complete the case in just 20 minutes. The interviewer was very impressed with the speed with which I was able to solve the case. It was enough to make me realize that I had made it.
Tips: The main thing that you need to remember in Case Study of this sort is that you need to speak your mind. It helps the interviewer understand the way you are thinking. So if you have made some calculation mistake he wouldn
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Aptitude Test 

Hard que multiple que scattered economics shares average etc

Round 2 - Case Study 

Easy case study question breakeven etc

Round 3 - Case Study 

Moderate case study related to finance sector

Round 4 - Case Study 

Hard case study deep analysis required

Round 5 - HR 

(1 Question)

  • Q1. Behaviour question round by HR easy to moderate
Interview experience
3
Average
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Group Discussion 

GD is to be conducted

Round 2 - Assignment 

Assignment is to be conducted

Round 3 - HR 

(2 Questions)

  • Q1. Tell me about yourself
  • Ans. 

    I am a detail-oriented financial professional with a strong background in analyzing data and creating financial reports.

    • Graduated with a degree in Finance from XYZ University

    • Completed internships at ABC Investment Firm and DEF Bank

    • Proficient in financial modeling and analysis using Excel and other tools

    • Experience in preparing budgets and forecasts for companies

    • Strong communication skills and ability to work well in a t

  • Answered by AI
  • Q2. Why should we hire you
  • Ans. 

    I have a strong background in finance, excellent analytical skills, and a proven track record of delivering results.

    • I have a Bachelor's degree in Finance and have completed internships at top financial firms.

    • I am proficient in financial analysis, budgeting, and forecasting.

    • I have consistently met or exceeded financial targets in my previous roles.

    • I am a quick learner and have a strong work ethic, which allows me to ada...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Good experience
Interview experience
5
Excellent
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via LinkedIn and was interviewed in Aug 2023. There were 2 interview rounds.

Round 1 - One-on-one 

(1 Question)

  • Q1. Disscus about work experience and educational background
Round 2 - HR 

(1 Question)

  • Q1. Discussion about salary

I applied via Campus Placement and was interviewed in Jul 2021. There was 1 interview round.

Interview Questionnaire 

2 Questions

  • Q1. What is derivatives, types of derivatives
  • Ans. 

    Derivatives are financial contracts whose value is derived 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 holder 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 financi...

  • Answered by AI
  • Q2. Capital markets shares market Account entries

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and shor more interest in job

I was interviewed before Jun 2016.

Interview Preparation Tips

Round: Test
Experience: The test was purely based on Data Interpretation. Every page had 3 charts and 5 objective questions based on those charts. There was severe time constraint in the paper and my selectivity among the questions proved beneficial in clearing the cut-off.
Duration: 1 hour
Total Questions: 30

Round: Case Study Interview
Experience: "Tell me about yourself" was the first question asked to me. I just told him a few things about myself mainly focusing on the financial projects I did. Then he gave me a trivial case study as follows,
"There are two economical classes, Prime and Sub-Prime, and I had to give a Motorcycle loan to one of them. Whom should I give?"
I was supposed to ask him any information that I would require to solve this case study. Whenever I used to get stuck he gave me hints to work upon. And finally, based on the value he gave me I could compare the profit from both the classes. The main thing about the case study was the way of solving it and how interactive was I with the interviewer.

Round: Case Study Interview
Experience: "Capital One reached its customers for new offers through postal mail. They had 2 kinds of postal services, A class and C class. In A Class, if the customer had changed his address then the postal service would update the address on the letter and it would reach the customer at the new address. In C Class, if the address is changed then the customer would not get the mail. I was supposed to tell which one of the postal service was better in two conditions, 1st when no. of mail to be made is fixed and 2nd when amount to be spend in mailing is fixed."
I found this case simpler than the earlier one. I managed to complete the case in just 20 minutes. The interviewer was very impressed with the speed with which I was able to solve the case. It was enough to make me realize that I had made it.
Tips: The main thing that you need to remember in Case Study of this sort is that you need to speak your mind. It helps the interviewer understand the way you are thinking. So if you have made some calculation mistake he wouldn

Ubs Forums Interview FAQs

How many rounds are there in Ubs Forums Financial Analyst interview?
Ubs Forums interview process usually has 1 rounds. The most common rounds in the Ubs Forums interview process are HR.

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Ubs Forums Financial Analyst Interview Process

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Interview experience

3
  
Average
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