Rockefeller Financial Interview Questions

2 total interview insight submissions
Interview Experience (59%)

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.

4
  • Very Negative
  • Negative
  • Neutral
  • Positive
  • Very Positive
Interview Difficulty (77%)

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 Rockefeller Financial

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Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2018
Job Title Intern
Group/Division Private Wealth Management
Location Ithaca
Experience
Positive
Difficulty
Average
Research Analyst
Year 2010
Job Title Research Analyst
Group/Division SRI
Location New York
Experience
Positive
Difficulty
Difficult

Interview Questions & Answers - Rockefeller Financial Examples

Intern Interview - Private Wealth Management

Anonymous interview candidate in Ithaca
Interviewed: September 2018
Date Submitted: Sep 24, 2018
Outcome
No Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Application
Phone Interview
1 on 1 Interview
Interview
Skype interview that was behavioral, standard resume walkthrough and then couple questions on fit and specifics on past experiences
Interview Questions
They went really in depth in your experiences on your resumes and are very well-knowledgable and know a lot about specifics. For me, they went in depth on the bitcoin market and ESG factors. They also talked a lot about specific traits for specific positions, for example what is an important trait for a wealth manager, asset manager, researcher, manager, etc. They also would ask specifics on seemingly unimportant areas of your resume, for example I had poker as one of my interests and I was asked about poker hands.
Sample Answer

Research Analyst Interview - SRI

Anonymous interview candidate in New York
Interviewed: 2010
Date Submitted: Jan 08, 2014
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 interview was with the HR person. This progressed to interviewing with members of the investment team, including an analyst and the director. Pretty standard interview questions, but very thorough. Final round was with C-level execs. All were just trying to see who would be the best fit for the job. Looking for proper academic background. I also had to complete a writing sample.
Interview Questions
Provide an example of an investment case you've made.
Sample Answer