
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
Which role are you interviewing for?
18 roles · 71 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Eaton Vance.
Research Analyst
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.
- 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?
Bond Research Associate
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.
- Can you tell me about yourself?
- What do you seek in your work experience?
- What other places are you applying to?
Mutual Fund Representative
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.
- 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?
Mutual Funds Services Representative
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.
- 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.
“What's the current trend for the 10-year treasury bond?”
Read reports →“Can you estimate the size of the US residential mortgage market?”
Read reports →“Could you tell me what the DJIA was for the day?”
Read reports →“Can you explain the negative convexity of MBS securities?”
Read reports →“Could you detail the connection between the money supply, interest rates, and the exchange rate?”
Read report →“How would you go about analyzing a random country?”
Read report →“How do you keep yourself informed about current events?”
Read report →“Are there any companies you would recommend investing in?”
Read report →“Could you share something interesting you've read recently about the financial markets?”
Read report →Formats, difficulty and experience
Across all 71 Eaton Vance interview reports.