HSBC Investment Analyst 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
Candidate interview experiences
First-hand accounts from people who interviewed at HSBC.
HSBC
Investment Analyst
Mid Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Technical Case
So there were 4 rounds for this position. First, an HR call, then talking with Business people and peers, and finally a Director interview. Make sure you are prepared for DCF valuation models and business model analysis. You also need to be very familiar with financial reports and able to explain the relationship between them.
Confirmed questions4 questions
- Can you explain DCF valuation models?
- Can you perform a business model analysis?
- How well do you understand financial reports?
HSBC
Investment Analyst
Entry Easy Positive experience No offer 3 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
HR reached out fast and was prompt, but my response after rejection was slow. Overall, it was a pretty good experience with a fast turnaround between interview stages, and the HR team was really responsive. It kicked off with a phone interview, and then there were a few rounds of in-person interviews. The questions they asked were typical for this industry.
Confirmed questions1 question
- Could you walk me through your background and tell me why you're interested in joining this bank?
HSBC
Portfolio Manager
Senior Average Neutral experience No offer 4 rounds
Interview process
Recruiter call Take home Onsite Technical screen
Interview formats
Behavioral Technical
So, first there was an HR interview, then an online DEI screening test. After that, if you passed the first round, there were face-to-face interviews, like a first and then a second round. Finally, there was a technical test specific to the role, which for this job was financial modelling.
Confirmed questions1 question
- Could you please walk me through your CV and emphasize the skills that are most pertinent to this position?
HSBC Investment Analyst Interview Questions
Quoted word for word from HSBC interview reports.
“How would you estimate the number of tennis balls if this room were filled with them?”
Read reports →“Can you explain ratio analysis in the context of financial statements?”
Read reports →“Can you explain the economic situation in Brazil and the United States?”
Read reports →“Could you walk me through the preparation of a Profit and Loss statement?”
Read reports →“What would you do if a client called for account actions but couldn't give their password, even with other identifying details?”
Read report →“How would you handle a client wanting account actions but unable to provide a password, despite having other info?”
Read report →“What's your approach to valuing a building, like the one we're in?”
Read report →“Given a scenario, answer approximately 5 numerical questions in about 10 minutes, considering the provided materials.”
Read report →“Could you please confirm your work permit status for this country?”
Read report →Formats, difficulty and experience
Across all 71 HSBC interview reports.