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      Fisher Investments

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      Portfolio Evaluation Associate Interview

      1 May 2014
      Anonymous interview candidate
      London, England
      No offer
      Positive experience
      Average interview

      Application

      I applied through a staffing agency. The process took 2 weeks. I interviewed at Fisher Investments (London, England) in Feb 2014

      Interview

      I was forwarded to this position after having a interview for the Investment Associate position. Overall the interview was normal with the usual questions. Tell me about yourself, Explain why you want to leave from your current job, why Fisher and the position then in depth questions about my CV. I was then given the opportunity to ask questions. The interviewer was good how ever I was initially told that I would be going to a second round interview with the head of department which he had no knowledge of or that I had been recommended for the position through his colleagues. This was a little disappointing but over all good interview experience.

      Interview questions [1]

      Question 1

      Tell me who is Taran
      1 Answer

      Other Portfolio Evaluation Associate interview reviews for Fisher Investments

      Portfolio Evaluation Associate Interview

      25 Sept 2023
      Anonymous employee
      Plano, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fisher Investments (Plano, TX)

      Interview

      Straightforward. 2 phone/zoom interviews. The first with an hiring rep and the other with the Portfolio Evaluation Group manager. One final phone call “interview” with the head of the department that was also when offer was extended.

      Interview questions [1]

      Question 1

      Do you have experience with VBA?
      Answer question
      2

      Portfolio Evaluation Associate Interview

      13 Dec 2021
      Anonymous interview candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Fisher Investments in Dec 2021

      Interview

      Phone interview after turning in application online. It seems like they're only interviewing to meet KPIs. Basic questions on behavioral questions. It seemed like interview 2226 out of 5200 quota for the week.

      Interview questions [1]

      Question 1

      Tell me about a time where you made a mistake, tell me about a time where you exceeded customer expectations
      Answer question
      2

      Portfolio Evaluation Associate Interview

      23 Oct 2021
      Anonymous employee
      Tampa, FL
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through university. The process took 3 weeks. I interviewed at Fisher Investments (Tampa, FL) in Sept 2021

      Interview

      Consists a series of interviews spread over several weeks, including one super day with three 45 min. interviews. Slowly climb the company hierarchy until the upper directors of each group.

      Interview questions [1]

      Question 1

      Q: What are some of your strengths and weaknesses?
      Answer question