Bessemer Trust Interview Questions

9 total interview insight submissions
Interview Experience (76%)

The Interview Experience is a score from 1 star (very negative) to 5 stars (very positive) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.6
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (70%)

The Interview Difficulty is a score ranging from very difficult (red) to very easy (green) generated based on the Interview Insights at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. The higher the number, the more difficult the interviews on average. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few interview insights). Simply put, as a company gets more insights, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire data set.

2.4
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult
% Interns - FT Offers (1%)

The % of Interns Getting a Full Time Offer chart is meant to provide a realistic estimate of the hiring practices of the company based on the reviews at this company.

The number you see in the middle of the doughnut pie chart is the simple average of these scores. If you hover over the various sections of the doughnut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to the simple company average and away from the average of the entire data set.

5%
  • 0%
  • 10%
  • 20%
  • 30%
  • 40%
  • 50%
  • 60%
  • 70%
  • 80%
  • 90%
  • 100%

Interviews at Bessemer Trust

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Student / Prospective Monkey
Year 2022
Job Title Student / Prospective Monkey
Group/Division Hedge Fund
Location New York
Experience
Positive
Difficulty
Easy
1st Year Associate
Year 2021
Job Title 1st Year Associate
Group/Division Private Wealth Management
Location New York
Experience
Positive
Difficulty
Average
Student / Prospective Monkey
Year 2021
Job Title Student / Prospective Monkey
Group/Division Private Wealth Management
Location New York
Experience
Positive
Difficulty
Average
Student / Prospective Monkey
Year 2017
Job Title Student / Prospective Monkey
Group/Division Wealth Management
Location New York
Experience
Positive
Difficulty
Easy
Assistant Portfolio Manager
Year 2015
Job Title Assistant Portfolio Manager
Group/Division Private Wealth Management
Location New York
Experience
Positive
Difficulty
Very Easy
Investment Analyst
Year 2014
Job Title Investment Analyst
Group/Division Generalist
Location New York
Experience
Neutral
Difficulty
Easy
Manager
Year 2010
Job Title Manager
Group/Division Wealth Management
Location Washington
Experience
Positive
Difficulty
Average
Intern
Year 2013
Job Title Intern
Group/Division Research
Location New York
Experience
Neutral
Difficulty
Average
1st Year Analyst
Year 2012
Job Title 1st Year Analyst
Group/Division
Location San Francisco
Experience
Negative
Difficulty
Average

Interview Questions & Answers - Bessemer Trust Examples

Summer Intern Interview - Hedge Fund

Anonymous interview candidate in New York
Interviewed: August 2022
Date Submitted: Oct 03, 2022
Outcome
No Offer
Interview Source
Applied Online
Length of Process
2-3 months
Application
Phone Interview
1 on 1 Interview
Interview
1 on 1 phone interview followed by in-person super day consisting of 3 behaviorals and 1 technical interview
Interview Questions
Do you have your own PA?
Sample Answer

Associate Client Advisor Interview - Private Wealth Management

Anonymous interview candidate in New York
Interviewed: December 2021
Date Submitted: Jan 31, 2022
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
1 on 1 Interview
Interview
Standard phone call with a recruiter. Talked over resume and interest in the company. Then met with three different associates back to back to back and discussed interest, resume, and a couple behavioral questions
Interview Questions
How do you stay organized?, Why wealth management?
Sample Answer

Associate Client Advisor Interview - Private Wealth Management

Anonymous interview candidate in New York
Interviewed: August 2021
Date Submitted: Aug 27, 2021
Outcome
No Offer
Interview Source
Staffing Agency
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
I was approached by a staffing agency that encouraged me to apply to the Associate Client Advisor position. My interview process began with a brief 20-30 minute screen call with HR. I then interviewed three members apart of the team I was applying to. My first interviewer was trying to gauge whether or not a client-service position was right for me. The second interviewer explained the day-to-day responsibilities of the position in more depth. The final interviewer grilled me a bit more, asking behavioral questions, and why I was interested in this position.
Interview Questions
What profession would you pursue if money didn't matter?
Sample Answer

Client Advisor Interview - Wealth Management

Anonymous interview candidate in New York
Interviewed: December 2017
Date Submitted: Jan 24, 2018
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
Interview
First step was to talk with the senior client advisor over the phone in a roughly 30 minute long interview, mainly just questions about myself and my internship experience, nothing technical. The next round was very similar in question style, but over a video conference and with the other two members of the team I'd be working with.
Interview Questions
The most difficult question asked of me was about why what I would do if a client disagreed with my assessment of their firm. Ultimately, I think they wanted to make sure that you deferred to the client, as it is ultimately their money. Also, they wanted to know why I wanted to make the switch from financial advisory into wealth management, as they are a very prestigious firm, and wanted to make sure I was in it for the right reasons. Most other questions were basic and about my extracurriculars and internship.
Sample Answer

Associate Client Advisor Interview - Private Wealth Management

Anonymous interview candidate in New York
Interviewed: October 2015
Date Submitted: Oct 22, 2015
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Group Interview
Interview
No phone interview. Immediate in person at Manhattan office. Had two different interviews in one day for the 1st round. The first interview was with three associate team members. The second interview was with two VPs. Both lasted 45min each. Got a call back exactly one week later for 2nd round (the final round) where I would have three different 1 on 1 interviews with the Portfolio Manager, Head of NE region of the company, and another exec. All interviews were really easy going—no difficult questions. They called me 3 weeks later saying I didn't get it (HR was out of town for a week). Very professional and a quality company.
Interview Questions
Nothing difficult. Just went over resume, asked questions about it and the company/role, and wanted to see your interest in the company.
Sample Answer

Investment Analyst Interview - Generalist

Anonymous interview candidate in New York
Interviewed: September 2014
Date Submitted: Jun 22, 2015
Outcome
No Offer
Interview Source
Applied Online
Length of Process
2-3 months
Application
Phone Interview
1 on 1 Interview
Interview
Started off with an initial HR phone interview to determine fit. Easy question such as "Walk me through your resume", etc. After that was brought in for a 2 hour interview session where I met with several analysts on other teams and two of the PMs. Mix of fit and technical questions as well as a stock pitch in each meeting. Analysts generally didn't ask many questions during the pitch, but PMs did so must be prepared. Culture was formal but easy going - suits and ties as well as a very nice office but friendly people.
Interview Questions
No curve balls, just know your stock pitches inside and out and be prepared for follow up questions.
Sample Answer

Assistant Client Account Manager Interview - Wealth Management

Anonymous employee in Washington
Interviewed: 2010
Date Submitted: Jan 13, 2014
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Group Interview
Drug Test
Background Check
Interview
-Phone call with two senior client account managers
-In person interview with four senior CAM's (groups of 2)
-Second in person interview, asked to reflect on first interview, what I thought about the company, career goals etc. Had lunch with two associate CAMs
Interview Questions
-What would you consider as a successful start to your career five years from now?
-Which professor in college did you have the worse relationship with and how did you manage that situation?
Sample Answer

Summer research assistant Interview - Research

Anonymous interview candidate in New York
Interviewed: May 2013
Date Submitted: Aug 06, 2013
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
I had a phone interview with 2 research associates. Then I had a Superday via video link with more senior staff in the New York office. I interviewed with 3 PMs (one for each of their equity funds). There were no unexpected interview questions - make sure you have a stock pitch or two ready and be ready to answer standard questions like, "walk me through your resume."
Interview Questions
There were few difficult or unexpected interview questions asked - I was asked to pitch a stock. The hard part was coming up with intelligent questions to ask the PMs.
For me, the most unexpected/difficult interview question had to do with what I do for leisure, since I hadn't prepared for that.
Sample Answer

Analyst Interview -

Anonymous interview candidate in San Francisco
Interviewed: February 2012
Date Submitted: Mar 12, 2013
Outcome
No Offer
Interview Source
Recruiter
Length of Process
3-4 months
Application
Phone Interview
1 on 1 Interview
Group Interview
IQ / Intelligence Test
Personality Test
Background Check
Interview
Headhunter passed on my resume. The interview process began with phone screen with HR in NYC. After HR in NYC it took about 3 weeks to hear back that I had moved on to the 2nd round.

Round 2:
Met with some of the current analysts as a group.

1 week later call from HR: Moved to next round

Round 3:
Met with 6 FAs individually. Each meeting consisted of the same questions. Mostly fit/behavioral and the occasional question about something going on in the World Markets. (I got asked about my opinion on what will happen with Greece)

1 week later call from HR: Moved to next round

Round 4:
Same as round 3 but with 8 FAs. Same questions. Each interview about 30-45 minutes.


1 week later call from HR: Moved to next round

Final Round:
Meet with MD and VP of West Coast. Mostly salary questions with a lengthy discussion on markets and emphasis on duties of the job and likely career movement.



Interview Questions
Nothing entirely difficult or unexpected. A lot of the questions were to determine behavioral fit. Was asked about my opinion on what will happen with Greece and their debt.
Sample Answer