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Eaton Vance Interview Questions
& Process

Real candidates share what happened, how many rounds they had,
and how the experience turned out.

Based on 71 interview experiences · FREE TO READ

2.6 Rounds average
Average Typical difficulty
77.1% Positive experience

Which role are you interviewing for?

18 roles · 71 reports

Candidate interview experiences

First-hand accounts from people who interviewed at Eaton Vance.

Showing 4 of 71
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Research Analyst

Research · more than a year ago

Mid Difficult Positive experience No offer 4 rounds
Interview process
Recruiter call Technical screen Presentation Background check Offer
Interview formats
Behavioral Technical Presentation

The interview process was very fair and thorough, with questions designed to deeply understand your process, philosophy, style tilts, and how you approach company names. It was a great experience even though I didn't get an offer; the people were good.

Confirmed questions6 questions
  • Could you describe your investment process?
  • What are your reasons for wanting to leave your current firm?
  • What motivates your interest in this particular role?
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Bond Research Associate

Finance · more than a year ago

Entry Average Neutral experience No offer 2 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical

Someone from HR reached out on LinkedIn and then I had an interview with a recruiter. The initial phone screen went really well, and she said she'd get back to me within the week. I brought up my work authorization at the end, and she mentioned they require full work authorization and don't sponsor. However, she thought I'd be a good fit and would recommend me to the hiring manager. I was contacted by the hiring manager who had missed the note about my work authorization. The second round went well, but that was as far as it went.

Confirmed questions4 questions
  • Can you tell me about yourself?
  • What do you seek in your work experience?
  • What other places are you applying to?
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Mutual Fund Representative

Finance · more than a year ago

Entry Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical

Applied for the role in Boston during my last year of college. The recruiter and IT folks were really helpful, friendly, and accommodating (glad I didn't have to go back to Boston for interviews). I had three interviews: a quick 15-min phone chat with HR, then a 1-hour video call with HR and two program managers, followed by a 30-min video chat with an executive. Most questions were about my background and personality/behavioral stuff, nothing technical. The second interview felt the most challenging because one person seemed a bit checked out and the questions were a bit out there. It was a pretty quick and professional process, though I decided not to take the job in the end.

Confirmed questions5 questions
  • Is there anything on your resume that we should have specifically asked you about?
  • What are your career aspirations for the next year?
  • How do you keep yourself informed about current events?
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Eaton Vance

Mutual Funds Services Representative

Finance · more than a year ago

Entry Average Neutral experience No offer 2 rounds
Interview process
Recruiter call Onsite Offer
Interview formats
Behavioral Technical

The whole interview process took about 3 weeks. I applied online and heard back from a recruiter within a week. After that, I had an in-person interview with three people, including the team manager. Then, there was a more intense interview with two employees who have been with Eaton Vance for over 20 years. It felt like a good cop, bad cop situation where one interviewer was really rude and didn't seem engaged, while the other was friendly and wanted to know a lot about me. I got an email with their decision about a week later.

Confirmed questions4 questions
  • Can you tell me about your greatest strength?
  • What do you consider your greatest weakness?
  • Describe a situation where you delivered outstanding customer service.

Eaton Vance Interview Questions

Quoted word for word from Eaton Vance interview reports.

Can you estimate the size of the US residential mortgage market?

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Could you detail the connection between the money supply, interest rates, and the exchange rate?

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How do you keep yourself informed about current events?

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Are there any companies you would recommend investing in?

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Could you share something interesting you've read recently about the financial markets?

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Formats, difficulty and experience

Across all 71 Eaton Vance interview reports.

Interview formats

Behavioral 54.4%
Technical 34.4%
Other 6.4%
Presentation 2.4%
Coding 0.8%

Interview difficulty

Easy 22.5%
Average 62%
Difficult 15.5%

Candidate experience

Negative 7.1%
Neutral 15.7%
Positive 77.1%

Reports by job function

Finance 29
Analytics 9
Other 9
Engineering 8
Sales 6
Research 5