
Zacks Investment Research Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 36 interview experiences · FREE TO READ
Which role are you interviewing for?
19 roles · 36 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Zacks Investment Research.
Marketing Manager
Applied online, had a good call with the recruiter and a strong call with the hiring manager. Both were in-depth and conversational. I sent follow-up notes. Then I was completely ghosted. It's odd because they knew I was into investing and talk shop with local investors. So that's possibly thousands of dollars in lost referrals for their services. A simple 'no, we're moving forward with other candidates' would've been fine.
- How would you approach brand bidding?
Sales Representative
I was really interested in the Sales Representative role and the people I met, but I was taken aback when I saw the Non-Compete Agreement in the contract. It said I couldn't work in a sales job at another company for a year after leaving Zacks, which seemed like a big restriction given the pay and their investment. The process involved a quick phone call and then an office visit for a different position. It took a while to hear back, but then I was interviewed for another role. The interviewers were nice and the atmosphere was pretty relaxed. Before any of that, I had to complete a questionnaire to check my sales aptitude and personality.
- Could you start by walking me through your resume?
- Do you feel nervous about making calls to financial advisors?
Sales Associate
The interview process was pretty chill, not like what I expected for a big company. The manager I spoke with was one of the best I've met. A lot of people get rejected by this company, but it seems like a lot of people also say no to them. I think they picked me because I seemed really keen on the company back then since I really needed the work. My tip is to research the company and tell them what they want to hear: that you love sales, you're competitive, and you'll always show up.
- Can you tell me about your past sales roles?
Analyst
The interview process here is pretty straightforward. To get into the research team at Zacks India, you need a Masters. After you get through the initial HR round, you'll be given a project report to write a financial blog based on it. If you pass that, HR will get in touch.
- Can you introduce yourself?
- Can you explain what financial statements are?
- Can you explain financial ratios?
Zacks Investment Research Interview Questions
Quoted word for word from Zacks Investment Research interview reports.
“What is the impact of an increased Debt-equity ratio in a company?”
Read reports →“What is the sharpe ratio?”
Read reports →“Can you explain how to calculate EBITDA?”
Read reports →“Could you explain what Earnings Per Share (EPS) is and what it indicates?”
Read reports →“Can you explain what financial statements are?”
Read report →“Can you explain financial ratios?”
Read report →“What is your favorite stock?”
Read report →“How would you assess the current condition of Zacks.com?”
Read report →“Do you feel nervous about making calls to financial advisors?”
Read report →Formats, difficulty and experience
Across all 36 Zacks Investment Research interview reports.