Merrill Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 64 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Merrill.
Merrill
Analyst
Entry Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Technical screen
Interview formats
Technical Coding
So, basically, they're looking for someone with solid Data Analyst skills, and they want to know about your experience with different tools. They also mentioned risk factors and how you identify them to get more efficient results. Knowledge about GenAI is also a plus. The first call is with the recruiter, and then there's a technical screen.
Confirmed questions1 question
- Are you familiar with Power BI?
Merrill
Analyst
Intern Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen Background check Offer
Interview formats
Behavioral Technical
Got referred by a friend who was just hired as a client associate to an FA in mid may. Had two sets of phone interviews; one with the FA and another with the whole team of 2 FAs and a CA. Was prepared for technical questions, GPA, and some hypotheticals but both interviews just ended up being a pretty relaxed conversation. Got the call 30 mins after my second phone interview with a verbal offer. Then they got me set up to go through the Corporate Security Process which is a nightmare. Just a heads up, if you're interviewing with Bank of America or any bank/financial institution, be prepared to lay out your entire life. Have passports, licenses, SSN, Reference Contacts, W-2, Tax Return slips, and credit score info ready before the interview. A day after my initial offer, I was contacted by BofA Corporate Security and told I needed to give all this info, go through multiple types of background checks, get finger printed and have my education, employment of last 5 years, and citizenship verified. It was about 20 days after my initial offer that I was given the "Greenlight' and a start date.
Confirmed questions4 questions
- Can you tell me about your experience in Financial Analysis? Specifically, do you have experience analyzing trends in securities or mutual funds?
- What's your experience working with high-net-worth individuals?
- Describe a time you had a confrontation with a client or customer and how you handled it.
Merrill
Analyst
Intern Easy Neutral experience No offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral
Applied online through the college job site. Got an email from the recruiting team to schedule a phone interview. The phone interview was about 30 minutes long and included basic behavioral questions. Nothing unusual came up. I received an email two weeks after the phone interview informing me that I did not get the position.
Confirmed questions1 question
- Can you tell me why you are interested in Merrill Lynch?
Merrill Analyst Interview Questions
Quoted word for word from Merrill interview reports.
“What effect does an increase in interest rates have on inflation?”
Read reports →“If depreciation increases by $100, how do the three financial statements change?”
Read reports →“How would a $10 increase in depreciation impact the income statement, balance sheet, and cash flow statement?”
Read reports →“Can you draw the payout diagram for selling a call option?”
Read reports →“If you had 1 million Euros, where would you put it?”
Read report →“If you could only use one financial statement to assess an investment, which would it be?”
Read report →“What's your market outlook for the S&P 500 in the next year?”
Read report →“Under what circumstances would you favor EV / EBITDA over P / E for evaluating a company?”
Read report →“If you had to choose only two financial statements, which ones would you pick?”
Read report →Formats, difficulty and experience
Across all 64 Merrill interview reports.