Summer Analyst

I applied through Workday and received a referral. The firm reached out a few weeks later about a phone screen, which we scheduled for a week or two after that. The screen was straightforward, focusing on behavioral and fit questions.

A few days later, they invited me to a superday with three interviews. The first two were fairly standard behavioral and fit interviews, including a brief discussion of market news with someone from the research team. The third was a live case study with two analysts. It should be manageable if you have a basic understanding of investing and institutional portfolio allocation. I found it challenging but fun.