Financial Services Interview Preparations

Financial Services companies includes Foreign Banks, Large Fund Houses, GCC’s, Portfolio Management services, Hedge Funds like DE Shaw for Financial Analyst role, Fund reporting role, product controller and similar positions.

Example Companies

DE Shaw
Wells Fargo
BDO
Goldman Sachs
JP Morgan
Anand Rathi

Recruitment Process

Generally an Assessment Test ( Aptitude / Subject specific) 2 rounds of Technical Interview and one round of HR Interview.

Normally the first round is conducted by manager or senior manager. The key focus are on the following things

  • Financial Management Aspects
  • Understanding of key Ind AS
  • Latest developments in Taxation

Second round is conducted by some senior person like Director or CFO.. The key focus are on the following things

  • Behavioural skills
  • AFM Topics

Final round is HR Interview. The key focus are on the following things

  • Interest towards the profile
  • Clear communication
  • Behavioural aspects

*Kindly note that we have prepared it based on the feedback of our past students. Students are advised to check about the selection process with the organization.

Important Topics: AFM, Ind AS , Basics of DT and IDT.

Sample Questions: Technical Interview

  • Derivative Accounting
  • Understanding of various Funds – Hedge funds, Mutual funds , Private equity funds etc.
  • Business Valuations
  • Ind AS and important Tax updates

Sample Questions: HR Interview

  • Long term and short-term plans
  • Why should we hire you?
  • Why Financial Services and not Audit?

CAMPREP Direct Tax Interview prep Package:

tutorial

Recorded Lectures

  • Mode: Google Drive
  • Views: 1.5
  • 180 day validity
  • Includes study material – shared online
  • Lecture by CA Gunjan Shrimal
  • 100% technical plus HR Interview Prep.
male-teacher (1)

30 minutes one to one interaction with Lead Trainer CA Gunjan Shrimal

  • Resume Review
  • Articleship Presentation
  • Career Guidance
book

Study Material

  • Resume Format
  • Introduction and Articleship Presentation
  • Important Technical Topics
  • Latest circulars / notifications and key changes
  • Important HR topics
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Add on Benefits

  • 30 minute one to one interaction with Lead Trainer CA Gunjan Shrimal
  • Free resume Review by Industry Expert
  • Free Career Counselling
  • Part of Large CAMPREP community for accessing future job opportunities

 Financial Services Interview Preparations

Lectures Coverage

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