I applied online. The process took 1 week. I interviewed at Addepar (New York, NY) in Aug 2016
Interview
Recruiter called over phone, then set up another phone call with someone at the office. The job description includes these items:
[Bonus] Previous experience in investment management
[Bonus] Programming or scripting experience
However, from how this interview went, this job is mostly a high-touch, white gloves customer service position, and how well you know programming or scripting doesn't really matter.
Interview questions [1]
Question 1
If you were a financial advisor, and your client inherited $50 Million, how would you help them invest it?
Thank you for taking the time to share your interview experience.
Application
I interviewed at Addepar
Interview
Had a riddle that was pretty difficult and product simulation where they showed you the product and asked questions on what you would report on and what chart you would add, asked financial questions like what you would invest in a portfolio
I applied online. I interviewed at Addepar (Salt Lake City, UT) in May 2024
Interview
3 interviews:
Two 30 minute phone calls (one with HR/ one with Hiring manager).
One superday video technical interview with 2-3 member panel; 1.5-2 hours; behavioral & technical case examples with positing of questions. Straightforward
Interview questions [1]
Question 1
What would you use as a benchmark for financial risk on a mixed portfolio of securities.
I applied online. The process took 4 weeks. I interviewed at Addepar (Salt Lake City, UT) in Oct 2016
Interview
I applied online and received an email within a day to set up an initial phone screen. After that I had another call with a member of the team and was then invited to an on-site interview. The interview lasted about five hours, including lunch and a product demo. I was able to speak with most of the members on the team and was interviewed on technical skills, finance knowledge, as well as behavioral based questions. As a start-up, there was a lot of interaction with other team members to most likely assess fit with the culture. Shortly afterwards, I was informed of their decision.
Interview questions [3]
Question 1
What is the difference between a Traditional and Roth IRA?