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Wells Fargo Investment Specialist Interview Questions and Answers

Updated 30 Dec 2023

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Investment Specialist Interview Questions

user image Anonymous

posted on 13 Nov 2023

Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (1 Question)

  • Q1. About the past organization,my role of work,my projects and what is the reason of change.

Interview questions from similar companies

Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

One-on-one Round (5 Questions)

  • Q1. What is the Resume
  • Q2. What is the CV
  • Q3. WhatI'ddoyouhaveany
  • Q4. Wayof layoff time
  • Q5. Idea realty groups and
Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
 -

1 Interview Round

1

Technical Round (1 Question)

  • Q1. Valuation related question: FCFE, FCFF, DCF, WACC

Investment Banking Analyst Interview Questions

Citicorp user image Bhavesh Chandwani

posted on 27 Oct 2023

Interview experience
4
 Good
Difficulty level
 -
Duration
 -
Result
Selected  Selected

3 Interview Rounds

1

Resume Shortlist Round

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
2

Group Discussion Round

Economics news, current affairs and basic gd topics

3

One-on-one Round (1 Question)

  • Q1. Why investment banking and why should we select you
Interview experience
3
 Average
Difficulty level
 Easy
Duration
 2-4 weeks
Result
 No response

I applied via LinkedIn and was interviewed in Sep 2023.

1 Interview Round

1

HireVue Round (2 Questions)

  • Q1. Tell me something not on your resume.
  • Q2. Why do you want to work in IBD versus other branches?

Interview Preparation Tips

Topics to prepare for Morgan Stanley Investment Banking Analyst interview:
  • accounting
  • valuation
Interview preparation tips for other job seekers - Networking goes far for a big bank like this

I applied via Referral and was interviewed before Aug 2021.

3 Interview Rounds

1

Resume Shortlist Round

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
2

Technical Round (1 Question)

  • Q1. Basic IB questions on Valuations and ratios
3

One-on-one Round (1 Question)

  • Q1. HR questions and Valuation Questions

Interview Preparation Tips

Topics to prepare for HSBC Group Investment Banking Analyst interview:
  • Valuation
  • ratios
  • Corporate Finance
Interview preparation tips for other job seekers - Be thorough with you technicians. Thants the deal breaker

I applied via Company Website and was interviewed before Apr 2021.

3 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
2

Aptitude Test Round

The test includes the basic and competitive sections like english, reasoning,maths.

3

Technical Round (1 Question)

  • Q1. All the investment and finance related topics was asked by them like about derivatives,MF,dividend,intrinsic value,difference between bond and shares etc.

Interview Preparation Tips

Interview preparation tips for other job seekers - Resume should be presised,all the skills and certificates must be mentioned be well prepared with your resume,focus on the company's information and thoroughly go through the job description.
Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
 No response

I applied via Campus Placement and was interviewed before May 2023.

3 Interview Rounds

1

Aptitude Test Round

It had 3 sections Grammer, Aptitude, Finance

2

Technical Round (1 Question)

  • Q1. Face to Face interview with Manager
3

HR Round (1 Question)

  • Q1. Personality test with HR Manager

Interview Preparation Tips

Topics to prepare for State Street Corporation Investment Banking Analyst interview:
  • Finance
  • Accountancy
Interview preparation tips for other job seekers - Be confident while answering
Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 4-6 weeks
Result
Selected  Selected

I applied via campus placement at School of open learning (DU), Delhi and was interviewed before Aug 2022.

5 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Double-check your resume for any spelling mistakes. The recruiter may consider spelling mistakes as careless behavior or poor communication skills.
View all tips
2

Aptitude Test Round

You should know the basics of mathematics operations

3

Case Study Round

Ij this we have given a company's Financial statements and check how something affects 3 statements.

4

Technical Round (2 Questions)

  • Q1. How depreciation changes Income statement and cash flow statement
  • Q2. How inventory affects cash flow statement.
5

One-on-one Round (1 Question)

  • Q1. What was your thoughts process on valuation methodology

Interview Preparation Tips

Interview preparation tips for other job seekers - You should know the basics and conceptual clarity.
Interview experience
4
 Good
Difficulty level
 Moderate
Duration
 Less than 2 weeks
Result
Selected  Selected

I applied via Approached by Company and was interviewed before Feb 2022.

2 Interview Rounds

1

Resume Shortlist Round

Pro Tip by AmbitionBox:
Do not use an unprofessional email address such as cool_boy@email.com. It shows a lack of professionalism by the candidate.
View all tips
2

One-on-one Round (2 Questions)

  • Q1. Why do you want to make career in this field
  • Q2. Understanding about industry and market?

Interview Preparation Tips

Interview preparation tips for other job seekers - Work on your skills and built yourself to the best of your efforts.

Wells Fargo Interview FAQs

How many rounds are there in Wells Fargo Investment Specialist interview?
Wells Fargo interview process usually has 1 rounds. The most common rounds in the Wells Fargo interview process are One-on-one Round.

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Wells Fargo Investment Specialist Salary
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₹8 L/yr - ₹16 L/yr
11% less than the average Investment Specialist Salary in India
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