Oppenheimer Holdings Investment Banker / M&A Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 23 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Oppenheimer Holdings.
Oppenheimer Holdings
Investment Banking Analyst
Entry Average Neutral experience No offer 6 rounds
Interview process
Phone screen Onsite
Interview formats
Behavioral Technical
First, I had a 30-minute phone screen with HR. After that, it was a super day with 5-6 interviews, each about 30 minutes long, all over Zoom. I spoke with people from analyst/associate level all the way up to VP and MD. Depending on who I was talking to, the questions were either behavioral or technical.
Confirmed questions1 question
- Can you explain the impact on the financial statements if depreciation expense were to rise by $10?
Oppenheimer Holdings
Investment Banking Analyst
Entry Average Positive experience No offer 3 rounds
Interview process
Technical screen Onsite Group
Interview formats
Technical Behavioral
I had a first round technical screening with an associate/vp. Then a second round interview where I spoke with two MDs, mainly behavioral. I didn't get a final round invite, but the interviewer mentioned it would have been a call with the group head.
Confirmed questions2 questions
- Can you explain a DCF?
- In what way does WACC influence DCF valuation?
Oppenheimer Holdings
Investment Banking Analyst
Intern Average Positive experience Accept offer 3 rounds
Interview process
Recruiter call Technical screen Phone screen Onsite Background check Offer
Interview formats
Technical Behavioral
The interview process had 3 rounds. The first two were a mix of technical and behavioral questions with an analyst or associate. The superday involved interviews with 3 Managing Directors and was primarily behavioral. All interviews were conducted via Zoom, and the firm's team was really friendly and supportive.
Confirmed questions4 questions
- Can you tell me about yourself?
- Could you explain the three financial statements?
- What are two ways to calculate terminal value?
Oppenheimer Holdings Investment Banker / M&A Analyst Interview Questions
Quoted word for word from Oppenheimer Holdings interview reports.
“How would $20 in depreciation affect the three financial statements?”
Read reports →“In what way does WACC influence DCF valuation?”
Read reports →“What are valuation multiples?”
Read reports →“What are two ways to calculate terminal value?”
Read reports →“Can you explain the impact on the financial statements if depreciation expense were to rise by $10?”
Read report →“How are the three financial statements connected?”
Read report →“Can you tell me the formula for WACC?”
Read report →“Can you explain the effect of operating leases on the three financial statements?”
Read report →“As a shareholder, would you rather have a high cost of debt or a high cost of equity?”
Read report →Formats, difficulty and experience
Across all 23 Oppenheimer Holdings interview reports.