Waddell and Reed Interview Questions

3 total interview insight submissions
Interview Experience (72%)

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 (6%)

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.

1.7
  • Very Easy
  • Easy
  • Average
  • Difficult
  • Very Difficult

Interviews at Waddell and Reed

Filter by:
Year
Job Title
Group/Division
Location
Experience
Difficulty
Broker
Year 2016
Job Title Broker
Group/Division Private Wealth Management
Location Raleigh
Experience
Positive
Difficulty
Easy
Vice President
Year 2017
Job Title Vice President
Group/Division N/A
Location Kansas City
Experience
Neutral
Difficulty
Easy
Intern
Year 2013
Job Title Intern
Group/Division Portfolio Management
Location Overland Park
Experience
Very Positive
Difficulty
Very Easy

Interview Questions & Answers - Waddell and Reed Examples

Financial Advisor Interview - Private Wealth Management

Anonymous interview candidate in Raleigh
Interviewed: February 2016
Outcome
Declined Offer
Interview Source
Recruiter
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Skills Test
Personality Test
Background Check
Interview
Very straight forward - wanted to know background and how easy it may be for you to bring clients in to start building your book of business.
Interview Questions
There really weren't any. As long as you had somewhat of a background in wealth management you knew any high level securities and insurance questions. To prepare for these if you do not have any internship experience would be just to look at the stock market on either Bloomberg or the Wall Street Journal. Mainly you are trading funds (sometimes only the funds from the bank you will be working for). Familiarity there will go a long way. The insurance questions should not difficult for the first couple of interviews, you can always learn that through their training program and when you study to get licensed.

Director of FP&A Interview

Anonymous interview candidate in Kansas City
Interviewed: 2017
Outcome
Declined Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
Started with an online application, after that HR contacted me for a 20 minute phone interview and then an onsite 1x1 with the hiring manager.
Interview Questions
What do you know about our industry? What do you know about our history? What is the outlook for our market/industry in the next couple of years? Why do you think you are a good fit for the position? What do you do in your free time? Do you participant in the Corporate Challenge- if so what events? Describe a report that you run/do today that is complex and what is the process? Do you use Bloomberg Terminal, Hadoop, Morningstar or other applications? What is your greatest strength that relates to this position

Fund Accounting Intern Interview - Portfolio Management

Anonymous employee in Overland Park
Interviewed: 2013
Outcome
Accepted Offer
Interview Source
Applied Online
Length of Process
Less than 1 month
Application
Phone Interview
1 on 1 Interview
Interview
I applied online and got a call the next day to set up an interview. I interviewed with the senior manager of portfolio accounting. He didnt really ask me anything. He explained the position and asked if I was interested, and I said yes. I got the offer two days later.
Interview Questions
Are you interested in the position I described (fund accounting, cash reconciliations of funds, daily recievables recs, etc"

Yes I am
There were no other questions asked. The program is very informal, and the manager liked my background in mutual funds.