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New York Life Financial Analyst Interview Questions
& Process

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

Based on 21 interview experiences · FREE TO READ

2.5 Rounds average
Average Typical difficulty
42.9% Positive experience

Candidate interview experiences

First-hand accounts from people who interviewed at New York Life.

Showing 3 of 21
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New York Life

Financial Analyst

Sales · a year ago

Entry Easy Neutral experience Decline offer 3 rounds
Interview process
Recruiter call Take home Onsite
Interview formats
Behavioral Other

It was an in-person screening interview, but not for an actual financial analyst position. The job description was a bit deceiving because it's really a sales position. Before the interview, I had to take a short assessment.

Confirmed questions2 questions
  • Do you see yourself working for NYL?
  • What role are you looking for?
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New York Life

Financial Analyst

Finance · more than a year ago

Mid Easy Positive experience Decline offer 3 rounds
Interview process
Recruiter call Phone screen Take home Onsite Offer
Interview formats
Behavioral Presentation Other

So we had 3 rounds in total. First, a behavioral interview. Then, we discussed my potential role in the company more deeply. After that, I was given an assignment to contact 10 people in my network and ask if they would be willing to meet to learn about life insurance. Finally, there was the decision round.

Confirmed questions1 question
  • To gauge the size of your network, how many people do you think would recognize you if your picture was posted around the city?
New York Life logo
New York Life

Financial Analyst

Finance · more than a year ago

Entry Average Positive experience Decline offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical Presentation

It was a smooth and informative process. The recruiter, Brendan, did a good job explaining the role and the potential earnings. The job sounds very lucrative, but it seemed very sales-focused and wasn't for me at this time. It would be a great opportunity for someone younger who is a self-starter to achieve a high income.

Confirmed questions2 questions
  • Can you walk me through your experience history?
  • Describe your ability to ramp up independently.

New York Life Financial Analyst Interview Questions

Quoted word for word from New York Life interview reports.

What is Beta when discussing investments, and what does it signify?

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Can you explain the revenue streams of life insurance companies?

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Can you explain what Variance means in terms of investments?

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Could you define Alpha in the context of investments and explain its significance?

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What makes New York Life stand out compared to other companies?

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What is your understanding of the role of a financial analyst?

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To gauge the size of your network, how many people do you think would recognize you if your picture was posted around the city?

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Formats, difficulty and experience

Across all 21 New York Life interview reports.

Interview formats

Behavioral 53.8%
Technical 25.6%
Other 10.3%
Presentation 7.7%
Case 2.6%

Interview difficulty

Easy 33.3%
Average 66.7%
Difficult 0%

Candidate experience

Neutral 38.1%
Negative 19%
Positive 42.9%