Pathstone Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 20 interview experiences · FREE TO READ
Which role are you interviewing for?
6 roles · 20 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Pathstone.
Pathstone
Client Services Associate
Entry Easy Positive experience No offer 3 rounds
Interview process
Recruiter call Onsite Take home
Interview formats
Behavioral Case
The process started with two rounds of behavioral interviews, one with a senior associate and another with the director. After that, there was a case study that had a 45-minute window to complete, but it wasn't recorded or live. If you passed the case study, you moved on to the final round. Everyone was really nice.
Confirmed questions3 questions
- Can you tell me about three of your strengths and areas where you think you could still develop?
- What are three things you do well and where do you think you can improve?
- Discuss your top three strengths and a weakness or area for development.
Pathstone
Financial Advisor Intern
Intern Average Positive experience Accept offer 2 rounds
Interview process
Phone screen Offer
Interview formats
Behavioral
The interviewers were nice and it wasn't too stressful. They asked behavioral questions. It started with a phone screen and then a zoom round, after which I got the offer. The second round was about 30 minutes and they responded quickly with the offer.
Confirmed questions1 question
- Can you share an instance where you demonstrated empathy?
Pathstone
Client Advisory Associate
Entry Average Neutral experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite
Interview formats
Technical Behavioral
the interview process had three rounds. first, a screening with hr, then a md, and finally a rotation of md’s. it was pretty relaxed and had a quick turnaround. everything was done through zoom. there were a few technical questions but nothing too serious.
Confirmed questions1 question
- Can you explain asset allocation from your perspective?
Pathstone
Associate
Entry Average Positive experience Accept offer 5 rounds
Interview process
Recruiter call Phone screen Onsite
Interview formats
Behavioral Technical
The interview process was pretty quick, taking about 3-4 weeks total. It kicked off with a 20-minute phone screen with HR. Then, I had a second interview with the person I'd be reporting to. The final round involved three back-to-back interviews with client managers. Everyone was really nice, and the interviews felt more like conversations. They were mainly trying to see how I'd handle myself in a professional setting.
Confirmed questions5 questions
- Can you tell me why you're interested in wealth/investment management, and specifically Pathstone?
- What do you understand about this Associate role?
- Could you give me an overview of your resume?
Pathstone Interview Questions
Quoted word for word from Pathstone interview reports.
“If you could have dinner with any three people, living or dead, who would they be and why?”
Read reports →“How do you stay current with market trends?”
Read reports →“Can you explain asset allocation from your perspective?”
Read reports →“Can you share an instance where you struggled to follow your own advice?”
Read reports →“What motivates your interest in finance?”
Read report →“Can you answer Salesforce administration level questions?”
Read report →“How would you handle a difficult direct report?”
Read report →“Can you share an experience of learning something difficult?”
Read report →“What motivated your choice of field of study?”
Read report →Formats, difficulty and experience
Across all 20 Pathstone interview reports.