Merrill Investment Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 11 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Merrill.
Merrill
Wealth Management Analyst
Intern Easy Positive experience Accept offer 2 rounds
Interview process
Recruiter call Background check Offer
Interview formats
Behavioral Technical
Worked as a Global Wealth Management intern for the summer. The atmosphere is relaxing and the FA's have flexible schedules. No due diligence sessions and no long weekends. Wealth Management is the best division to go to if you are looking for work life balance. As an analyst intern, your responsibility is limited due to the lack of credentials (IE can't tell clients financial advice). As an FA, wealth management will pay however much you want, it all depends on the number of hours you put in. The interview consisted of some fit questions, and of course the classic "fit" question. "Why Merrill Lynch?" "Tell me about a time you worked in a group."
Confirmed questions2 questions
- Can you explain the four financial statements and their interconnections?
- Why did you choose Merrill Lynch?
Merrill
Wealth Management Analyst
Entry Average Positive experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Presentation
I applied through my university job portal and got an email about two weeks later about a first round phone interview. After that call, we set up my second round interview in New York. Since it was for wealth management, the first interview questions weren't super technical, mostly behavioral stuff to see my personality and if I was interested in the firm.
Confirmed questions3 questions
- What draws you to wealth management?
- Could you outline a potential business plan you'd develop as an advisor here?
- What are your career aspirations for the next 5-10 years?
Merrill
Investment Analyst
Mid Easy Neutral experience Accept offer 2 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
It was pretty simple. First, I had a phone call with the advisor I would be reporting to. Then, I interviewed with that advisor and another person from management. The interviews felt pretty relaxed, not as tough as I had imagined.
Confirmed questions1 question
- What is your method for conducting a portfolio review?
Merrill Investment Analyst Interview Questions
Quoted word for word from Merrill interview reports.
“Given a single dollar, how would you invest it in the market?”
Read reports →“Can you explain the four financial statements and their interconnections?”
Read reports →“What draws you to Merill in particular?”
Read reports →“How would you evaluate a company's request for a loan?”
Read reports →“Why did you choose Merrill Lynch?”
Read report →“What draws you to wealth management?”
Read report →“What is your method for conducting a portfolio review?”
Read report →“Could you outline a potential business plan you'd develop as an advisor here?”
Read report →“What are your career aspirations for the next 5-10 years?”
Read report →Formats, difficulty and experience
Across all 11 Merrill interview reports.