Boston Capital Investment Analyst Interview Questions
& Process

I applied via email and they quickly set up a first round interview. It was pretty chill and conversational, not technical at all. I met two team members. Then I got invited for a second interview where I met three senior leaders for the group. They were nice again and I enjoyed chatting with them. They gave me a case study/Excel test (it wasn't hard) to do a week later. I got an offer, but it would've meant less pay so I turned it down. The whole process felt good and I learned a lot about the job.

I went into the office to meet with HR and the two hiring managers. HR asked basic questions about my prior work experience and academics. Then I met with the two hiring managers as a group. Both talked about the role and the requirements. They emphasized the ability to read financial statements of properties and business writing. They asked standard questions. A week later, I took a timed assessment test. I was emailed a pdf of financials and a word doc asking me to analyze the information and create an excel spreadsheet of the analysis. The following week, I interviewed with the heads of the asset management department one-on-one. They all asked the same questions, three times over. Basic interview questions. They emphasized the ability to read financial statements and business writing skills.

Standard interview with the Asset Management team leaders. They asked me to walk them through a property's balance sheet. Then, there was a basic Excel test, which they haven't changed in ten years. You just recreate an operating statement and do a quick write-up. Finally, I met with the senior leaders and talked briefly about the test.