Stephens 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
Candidate interview experiences
First-hand accounts from people who interviewed at Stephens.
Stephens
Analyst
Intern Easy Neutral experience No offer 1 round
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
It was a pretty chill process, mostly focused on culture and fit with some light technical questions. I applied online through Handshake and heard back a few weeks later for the first round. The interview was with a current analyst, lasted about 25-30 minutes, and was a one-on-one chat.
Confirmed questions2 questions
- Could you explain your interest in Stephens?
- What makes you want to work in the Dallas office?
Stephens
Analyst
Entry Average Neutral experience No offer 3 rounds
Interview process
Recruiter call Technical screen Onsite Group
Interview formats
Behavioral Technical Case Group
First, we had a phone call with HR to check if you're a good fit culturally and see your motivation and soft skills. Then, you'll work on a case study to see how you analyze and solve problems in a real-world scenario. After that, there will be two 1-hour interviews. One will be technical, focusing on your knowledge of the industry and specific topics. The other will be more personal, diving deeper into how you'd fit with our team and company culture. Finally, there's a team event where we can see how you interact with others and work in a team setting in a more relaxed environment. This is to check your communication, collaboration, and team spirit.
Confirmed questions1 question
- What are some standard BIWS questions related to accounting, valuation, and modeling?
Stephens
Analyst
Mid Average Positive experience No offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical
It was a multi-stage interview process. First, there was a screening call with the Talent Director. Then, I had individual calls with three team members who were at the Analyst, VP, and MD levels. The third stage involved an online talent assessment, followed by in-person interviews with three different groups of people at the Associate/VP level.
Confirmed questions1 question
- What is your approach to valuing a financial institution?
Stephens Analyst Interview Questions
Quoted word for word from Stephens interview reports.
“Could you name the three main financial statements?”
Read reports →“Can you explain a Discounted Cash Flow (DCF) analysis?”
Read reports →“Under what circumstances would a company decide to sell?”
Read reports →“Can you explain how to perform a Discounted Cash Flow (DCF) analysis?”
Read reports →“Can you list common EBITDA adjustments and explain the rationale behind each classification?”
Read report →“How would you go about valuing a company that Stephens is looking at investing in?”
Read report →“What is your approach to valuing a financial institution?”
Read report →“What methods do you know for valuing a company?”
Read report →“What were your thoughts on it?”
Read report →Formats, difficulty and experience
Across all 21 Stephens interview reports.