J.P. Morgan Private Bank Analyst Interview Questions

Updated Sep 2, 2014
Updated Sep 2, 2014
14 Interview Reviews

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14 Candidate Interview Reviews Back to all interviews

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Private Banking Analyst Interview

Anonymous Interview Candidate
Anonymous Interview Candidate
Interview Details

Interview process started with two separate phone interviews, then 2 separate face-to-face interviews. Recruiters were very diligent about being as timely as possible and I was never left in the dark. Once offered the position, the on-boarding process was very smooth.

Interview Questions
  • Nothing was unexpected. Questions were very behavioral with a few high-level industry questions. Interview process was more about fit than anything.   Answer Question
Accepted Offer

Other Interview Reviews for J.P. Morgan

  1.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 2 weeks - interviewed at J.P. Morgan.

    Interview Details

    Reached out to me directly after applying on their website. First it was a phone interview covering markets and investment ideas (mostly theme based). Next was an on-site interview with the whole team rotating. Mostly behavioral with some investment ideas, showing market knowledge and some portfolio allocation idea.

    Interview Questions
    • How would you allocate a conservative portfolio across asset classes (percentage breakdown)? Do you know what convexity is? (nothing too out of the ordinary)   Answer Question
    Reasons for Declining

    Interested in pursuing further studies instead

    Declined Offer
    Easy Interview
  2. 1 person found this helpful  

    Private Bank Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied through a recruiter. The process took 4 months - interviewed at J.P. Morgan.

    Interview Details

    I found out about the opportunity at a job fair and submitted my resume through a recruiter. The process as far as feedback was slow. From start to offer was almost four months. My process was a bit more unorthodox as I did not go through the campus recruiting. Additionally, I interviewed at three different offices in the area before a position opened. I went on a total of five interviews. I had a phone interview (screening interview) with an HR representative. I also had 1:1 interviews with two managing directors and two executive directors. Additionally, after the third interview I was able to meet with two of the current analysts at the location.

    Interview Questions
    • This position was a career change for me so most of my questions revolved on WHY I wanted the position. What interested me about wealth management? Why JP Morgan? What am I doing currently to follow the markets? Only had a few "technical" questions: Where do you see the markets going in 2014? What are you currently invested in and why?   Answer Question
    Negotiation Details
    I did not negotiate as the offer was what I expected/wanted. I felt the offer was in line with what I had seen others receive for the same position.
    Accepted Offer
    Neutral Experience
    Average Interview
  3.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate  in  Hong Kong (Hong Kong)
    Anonymous Interview Candidate in Hong Kong (Hong Kong)
    Application Details

    I applied through an employee referral. The process took 2 weeks - interviewed at J.P. Morgan in December 2013.

    Interview Details

    Went through campus recruiting for the Private Bank Analyst across various teams. All the team members were very nice, except a senior woman who was falling asleep (literally could not keep her eyes open) from the moment she stepped into the room to the end, which was interesting... Ended up withdrawing from the process as there was another offer.

    Interview Questions
    • Questions were very qualitative i.e. how to invest 1M dollars   Answer Question
    No Offer
    Neutral Experience
    Easy Interview
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  5. 2 people found this helpful  

    Private Bank Analyst Interview

    Anonymous Interview Candidate  in  Tampa, FL (US)
    Anonymous Interview Candidate in Tampa, FL (US)
    Application Details

    I applied through an employee referral. The process took 4 weeks - interviewed at J.P. Morgan in May 2014.

    Interview Details

    Applied internally and reached out to the recruiter same day. About two weeks later, the hiring manager brought me in for an interview. Interviewed with Managing Director & the Analyst Manager. Also was able to speak to two equal level Analysts at the end.

    Interview Questions
    • Where do you think the market is heading and why?   Answer Question
    • What is a stock you are currently invested in and why?   Answer Question
    • What sorts of investments would you recommend for a retiree assuming interest rates are rising.   Answer Question
    No Offer
    Positive Experience
    Difficult Interview
  6. 4 people found this helpful  

    Private Banking Analyst Interview

    Anonymous Interview Candidate  in  New York, NY (US)
    Anonymous Interview Candidate in New York, NY (US)
    Application Details

    I applied through college or university. The process took 7+ weeks - interviewed at J.P. Morgan in February 2014.

    Interview Details

    Applied through college career website to private banking solutions position, heard back during signups. A month after the interview I got a call asking me to fly into their NY office and was offered the job

    Interview Questions
    • How differently would you allocate assets between an elderly couple and a young entrepreneur?   Answer Question
    Accepted Offer
    Positive Experience
    Average Interview
  7.  

    Private Banking Analyst Interview

    Anonymous Interview Candidate  in  New Orleans, LA (US)
    Anonymous Interview Candidate in New Orleans, LA (US)
    Application Details

    I applied through college or university. The process took 1 week - interviewed at J.P. Morgan in May 2012.

    Interview Details

    On campus interview. Someone backed out of the job and they we're trying to fill the position quick. There was only one round of 2 on 1 interviews that they used to pick a candidate and you only got 20 minutes to prove your worth. Pretty basic finance questions, why JP Morgan, why Private Banking, etc...

    Interview Questions
    • Give us your opinion on where you think the markets are going for next year.   Answer Question
    No Offer
    Neutral Experience
    Average Interview
  8. 1 person found this helpful  

    Private Banking Analyst Interview

    Anonymous Interview Candidate  in  Singapore (Singapore)
    Anonymous Interview Candidate in Singapore (Singapore)
    Application Details

    I applied online. The process took a day - interviewed at J.P. Morgan in November 2012.

    Interview Details

    They called out of the blue, on a friday night. Didnt expect it coming. They actually mentioned they were asking for my particulars, but proceeded into an interview. They asked about why choice of degree, what i did during my internship, and trends in the landscape.

    Interview Questions
    • How will you convince clients because of your young age?   Answer Question
    No Offer
    Negative Experience
    Difficult Interview
  9.  

    Private Banking Analyst Interview

    Anonymous Interview Candidate  in  Minneapolis, MN (US)
    Anonymous Interview Candidate in Minneapolis, MN (US)
    Application Details

    I applied through college or university - interviewed at J.P. Morgan in March 2010.

    Interview Details

    I applied to be a Private Banking Analyst during my undergrad. It was done through my school's internal career website. I was notified via email that my résumé matched the qualifications for the job and I had made it past the initial screening. I was invited to interview. I understand there were three different candidates . There were 3- 30 minute back to back interviews with different employees within the office.

    Interview Questions
    • The most difficult question centered around the benefits of owning municipal bonds and what my view was on certain markets.   Answer Question
    Accepted Offer
    Average Interview
  10.  

    Private Bank Analyst Interview

    Anonymous Interview Candidate  in  Chicago, IL (US)
    Anonymous Interview Candidate in Chicago, IL (US)
    Application Details

    I applied through an employee referral. The process took 5 months - interviewed at J.P. Morgan in November 2012.

    Interview Details

    My friend who interned with the Private Bank referred my resume over the summer. I then had 3 phone interviews (2 with HR reps, 1 with a current PB Analyst), and then did not here from then for quite some time. I then received an email several months later and was invited down for a superday. The superday consisted of one 2:1 interview, and three 1:1interviews. They asked me several difficult questions regarding the fiscal cliff, QE3, and a lot of questions regarding my internship/other finance experience. Very few behavioral questions. They said they would be in touch in about two weeks and I received a call roughly 30 minutes after the interviews with an offer.

    Interview Questions
    • Describe your thoughts regarding the fiscal cliff and how do you expect the market to react?   View Answer
    Negotiation Details
    The offer was well above the average offer so I accepted without any negotiation.
    Accepted Offer
    Positive Experience
    Difficult Interview

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