BBR Partners Interview Questions
& Process

I had a 30-minute introductory behavioral call where they asked about my past experience and my interest in BBR. After that, HR sent me a case study, which was about rebalancing a portfolio and handling withdrawals. I sent it back within 48 hours but didn't hear anything for two weeks. I followed up with HR, and they said they had already filled the position with someone from a later stage, but they offered to move me into their SF pipeline if I was open to it. So, I continued with the SF process. I had a 30-45 minute in-person meeting in NYC with someone who worked across teams. This interview mixed behavioral and technical questions. Since I had prior experience, the technical questions weren't too tough. They asked things like 'Explain stock vs. ETF,' 'What is a GRAT,' and 'What securities would someone of a certain age be invested in and why?' It was a pretty casual chat to see if I understood things. I admitted when I didn't know something, and they were cool about it. After that, I took a cognitive assessment with Hogan, but I didn't see the results. The next day, HR called, said I got a perfect score, and wanted to confirm my interest in the SF office. Finally, I had three 'super day' interviews with the SF team. They said a decision would be made in two weeks, but unfortunately, I didn't get the offer.

So, first there was this HR screener call, then they sent over an Excel skills test I had to do via email. After that, I had to go to their office in New York for this 3-hour interview with a bunch of VPs and other important people. The company seemed cool, with a lot of young, energetic folks. Everyone was really nice and easy to chat with. However, HR was super slow getting back to me on email about the interview details. Also, they made me travel from another state for the interview, which was a whole day trip and cost a lot, instead of just doing a video call. They didn't offer any help with travel costs. To top it off, they never even told me if I got the job, and I never heard back after sending two follow-up emails. The whole thing felt pretty unprofessional because it was unclear, they were slow, and didn't cover travel, plus the radio silence at the end. You'd think a company that talks about being available to clients would be better with applicants.

So I think the 'data' part of data solutions is just Excel warrioring, which is technically true since Excel is a data tool, but it's not what people think of as a 'data job' these days. I got the vibe that this is more like what econ/biz majors imagine data people do. The early interviewers were cool and clear, but as it went on, I felt like they weren't sure what they needed for this role. This position has been open since December 2023 and was still up in March 2024, which kind of confirms that. My interview process took a solid two months and was different for each person I spoke with. It was so long that I finished other job processes and had to make decisions during this one, as someone else mentioned about the 'manager's manager's' process. It involved a ton of Excel problem-solving. Seriously, if you love Excel, apply. I even asked specific questions, and the answer was always that they use Excel a lot.

So I had this initial phone call with the recruiter lady. She chatted with me about the job, asking about my background and what I'd done before. Then she said the next step was this 30-minute video chat where they'd hit me with questions about soft skills, Excel, and maybe some Python or SQL stuff. She also mentioned that the final interview would be a whole case study, working with Excel and possibly Python and SQL. But then the next interview, the video one, it had a case study in Excel, which I totally thought was gonna be in the third interview.