
UBS Investment Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 62 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at UBS.
Equity Research Intern
Fui contatado pelo banco de talentos por e-mail, e todo o processo ocorreu online. Na entrevista, participei com a estagiária que estava saindo, um analista de outra área e o coordenador de estágio em potencial. Eles me fizeram perguntas sobre Excel, matemática financeira, lógica e minha trajetória profissional. Recebi o feedback das etapas uma semana depois das reuniões. Foram 2 fases.
- Conte-me sobre você, sua motivação para escolher este banco, esta área em particular, e o que o atraiu ao mercado financeiro. Mencione também seu horário na faculdade e suas experiências relevantes.
- Could you tell me a bit about yourself, why you chose this bank, this specific area, what led you to choose the financial market, your university schedule, and relevant experiences?
Wealth Management Analyst
I applied for a Wealth Management Process and Quality Specialist role at UBS and honestly, the recruitment process was a huge letdown. I took an online assessment over a month and a half ago and then heard nothing. I spent a lot of time getting ready for it, and then got a basic rejection email saying the job was filled. It's really annoying because I know some people who weren't great candidates got rejected super fast, like within two days, but I was left hanging for weeks with no clue about my application status. It's fine if I didn't get the job, but the total lack of communication and respect for my time is not okay. I should have been told sooner instead of being made to wait so long without any real consideration. UBS talks a lot about valuing employees and talent, but this experience didn't show that at all. If you're thinking about applying, just be ready for a process that's slow, confusing, and frustrating. I wouldn't suggest applying if you don't want to deal with a long, uncertain, and annoying wait.
- How did you perform on the verbal online assessment?
- How did you perform on the numeric online assessment?
Real Estate Transaction Analyst
The updates on the interview process took a while. There were a few interviews in the first round, followed by four back-to-back interviews in the second round. Everyone I spoke with was super friendly and I really enjoyed the conversations. Sadly, after reaching out twice over six weeks, I haven't heard back, so I'm guessing I didn't get the job. I would have taken the offer if it had come.
- Can you explain how your previous experience sparked your interest in this role?
UBS Investment Analyst Interview Questions
Quoted word for word from UBS interview reports.
“What are your thoughts on the Bank of Korea's recent announcement?”
Read reports →“Describe a recent news event and its potential impact on the stock market.”
Read reports →“What type of instrument would you invest in for the next 5 years?”
Read reports →“If you had 100 million dollars to invest, what would be your strategy?”
Read reports →“Can you explain asset management to someone who knows nothing about it?”
Read report →“In your opinion, what difficulties is UBS Asset Management encountering in today's market conditions?”
Read report →“What makes UBS stand out from other companies in the industry?”
Read report →“Can you tell me about a recent event that caught your attention?”
Read report →“Were there questions involving charts and simple calculations related to interest rates and returns?”
Read report →Formats, difficulty and experience
Across all 62 UBS interview reports.