Zacks Investment Management Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 13 interview experiences · FREE TO READ
Which role are you interviewing for?
6 roles · 13 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Zacks Investment Management.
Zacks Investment Management
Market Consultant
Mid Easy Positive experience No offer 2 rounds
Interview process
Recruiter call Onsite
Interview formats
Behavioral Case
Had an initial consultative interview that covered a lot of ground about the role, expectations for growing market share, and the origin of Zacks Research and Management. David asked a bunch of questions, focusing on how the main goal was to get Zacks funds onto the brokerage platforms of RIAs.
Confirmed questions5 questions
- Could you share your background and what led you to Zacks?
- Can you describe your experience in persuading others and closing deals?
- What are your thoughts on growing market share?
Zacks Investment Management
Private Wealth Advisor
Mid Average Negative experience No offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Technical
I went through three rounds of interviews with Zacks and then heard nothing back. I tried reaching out to both the hiring manager and HR for an update, but received zero response. While I understand not making the cut, I expected a more professional communication, like a short email. It seems this basic courtesy was too difficult for Zacks.
Confirmed questions1 question
- Could you tell me about your background?
Zacks Investment Management
Senior Manager
Manager Average Positive experience Accept offer 5 rounds
Interview process
Recruiter call Technical screen Take home Panel Background check Offer
Interview formats
Behavioral Technical Presentation Group
So the interview process for a Senior Manager role starts with a screening call, then a first interview focusing on leadership experience, and they might give you an assessment task too. After that, there's a panel interview to see how you collaborate, and a behavioral interview to dive into your decision-making. The last step is meeting with executive leadership, and if all goes well, they'll extend a job offer, then you negotiate and get onboarded.
Confirmed questions1 question
- Tell me about a time you led a team through a major change or challenge. What was your approach, what did you do, and what happened in the end?
Zacks Investment Management
Wealth Management Associate
Entry Difficult Neutral experience Accept offer 3 rounds
Interview process
Recruiter call Phone screen Technical screen
Interview formats
Behavioral Other
You will be asked a set of questions to determine your aptitude. Then, you'll go through multiple rounds of phone calls and meetings. Part of the process involves getting up really early, at 4:45 AM, to call an RVP on the West Coast and ask them questions. This is meant to be a sort of commitment test, and the RVP won't actually pick up, but you'll have to keep calling. Later on, you'll find out there isn't actually an RVP on the West Coast.
Confirmed questions1 question
- What makes you the right candidate for this position?
Zacks Investment Management Interview Questions
Quoted word for word from Zacks Investment Management interview reports.
“Can you explain what a mutual fund is?”
Read reports →“What do you know about the origins of Zacks Research and Management?”
Read reports →“And can you explain what a SMA is?”
Read reports →“How fast can you type?”
Read reports →“What is your understanding of Zacks?”
Read report →“How would you approach getting Zacks funds onto RIA brokerage platforms?”
Read report →“Do the questions they ask you matter since they will talk over your answers?”
Read report →“Can you make 200 cold calls daily?”
Read report →“Are you familiar with using the web?”
Read report →Formats, difficulty and experience
Across all 13 Zacks Investment Management interview reports.