Applied through school, first round mostly behavioral with broad investment thesis questions and a stock pitch. Be prepared to answer follow up questions. Seemed like a good place to work and the interviewer was friendly.

I had a first round screening for the Investment Analyst Intern position as a sophomore for my junior summer. The first round is mainly behavioral, but might ask about a stock that you’re interested in, and what process you use to value a stock. They care if your investment strategy is the same as their values and make sure that you show that.