MM behavioral interviews
What types of questions are asked in the HR interview? For SA not FT but I’d imagine there’s good cross pollination there
What types of questions are asked in the HR interview? For SA not FT but I’d imagine there’s good cross pollination there
Career Resources
For SA behavioral interviews, HR typically focuses on assessing your fit for the role and the firm. Based on the most helpful WSO content, here are the types of questions you can expect:
Classic Behavioral Questions:
Tip: Use the SOAR framework (Situation, Obstacle, Action, Result) to structure your answers. Keep your responses concise (1.5-2 minutes) and focus on your individual contributions.
Resume Walkthrough:
Conflict and Stress Management:
Tip: Avoid overly simplistic or "fairy tale" answers. Provide real conflict stories that demonstrate your ability to handle stress and resolve issues effectively.
Team Dynamics:
Firm-Specific Questions:
Wrap-Up Questions:
By preparing 6-8 versatile stories that cover these themes, you’ll be well-equipped for both SA and FT interviews.
Sources: Fit/Behavioral Interviews - A Crash Course, SA interviews – an interviewer’s perspective, SA interviews – an interviewer’s perspective
Really depends, some HR (or BD) guys have a sell side equity sales/equity research background and will spend a lot of time grilling you on your pitch, while others will stick to more typical interview questions. I would recommend preparing for both just in case, since you will likely need a strong pitch anyways if you make it to the following rounds. You should have 2 Long and 2 short pitches based on fundamentals (preferable if pairs but can be independent ideas as long as you have a decent hedge idea), as well as a few more momentum based ideas. You should also have some broad sector views (e.g. long GPu short CPU, or long upstream short downstream etc).
Be sure to keep your best pitches for the analysts and PMs though, and try not to pitch the same names twice.
Behavioural questions will likely focus on your background, culture fit (how do you think, how do you work with others, how do you behave in high pressure situations) as well as the traits they are looking for (curiosity, intellectual honesty, self awareness, strong drive, good understanding of the industry and role).
Make sure you have a good reason why you want to work at a MM (including why that specific firm) and not a tiger cub or PE, which of your character traits make you a good fit for this environment, what you think your edge is, how your background and skills can help PMs, what aspects of the work you think you'll enjoy/dislike, what your hobbies are, how others would describe you, etc.
Feel free to ask me any follow ups happy to help.
Thank you so much! Could I dm you?
Quae eos voluptatem sunt itaque minus eum. Placeat vero voluptatem culpa. Autem nam tenetur expedita et tempora tempore amet.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...