Carlson Capital Interview Questions

2 total interview insight submissions
Interview Experience (19%)

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
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (78%)

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.

3.5
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult

Interviews at Carlson Capital

Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
3rd+ Year Associate
Year 2021
Job Title 3rd+ Year Associate
Group/Division Industrials
Location Dallas
Experience
Neutral
Difficulty
Average
1st Year Analyst
Year 2013
Job Title 1st Year Analyst
Group/Division Equities
Location Dallas
Experience
Neutral
Difficulty
Difficult

Interview Questions & Answers - Carlson Capital Examples

Analyst Interview - Industrials

Anonymous interview candidate in Dallas
Interviewed: February 2021
Outcome
No Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Skills Test
Interview
First round of talking with HR, with the next round being an interview with the PM including fit/technical/a pitch, next round was a 2 hour case study, then a debrief with the PM
Interview Questions
Questions surrounding my risk appetite and how much risk I would put on in any given trade.

Analyst Interview - Equities

Anonymous interview candidate in Dallas
Interviewed: 2013
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
1 on 1 Interview
Interview
1st round on-campus interview with a PM. Interview was mostly focused on delivering a L/S stock pitch and answering questions on that idea. The most challenging and stressful part was that the interviewer had his computer and internal models hooked up and ready to go once I gave him the 2 tickers, whereas I was going all-verbal without any notes.

Note that Carlson primarily does pairs trading for their equity strategies, so your long-short pitch should presumably be stocks in the same industry, where you are betting on some type of pricing convergence (or divergence)
Interview Questions
Stock pitch question: how closely have these stocks tracked each other historically? What situations could cause the P/E multiples to further diverge (I was pitching a convergence idea)?
Stock pitch question: What else would you want to know about these stocks? What questions would you ask the CEO if you had them on the phone?
Another difficult line of questioning - interviewer picked out a couple well-known, similar businesses (e.g. Costco vs. Walmart) and asked which should trade at a higher multiple, and what I expect the general level of that P/E is