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      Fisher Investments

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      Portfolio Evaluation Associate Interview

      Mar 14, 2017
      Anonymous Interview Candidate
      London, England
      No offer
      Positive experience
      Average interview

      Application

      I applied through a recruiter. The process took 4 weeks. I interviewed at Fisher Investments (London, England) in Mar 2017

      Interview

      One first telephone call (30 mins), one face to face with two persons who ask you questions about your CV and experience. One last face to face with Department Manager. I am waiting now for my last face to face interview.

      Interview questions [1]

      Question 1

      What is your understanding of the role? What do you know about Fisher?
      Answer question
      1

      Other Portfolio Evaluation Associate Interview Reviews for Fisher Investments

      Portfolio Evaluation Associate Interview

      Sep 25, 2023
      Anonymous employee
      Plano, TX
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fisher Investments (Plano, TX)

      Interview

      Straightforward. 2 phone/zoom interviews. The first with an hiring rep and the other with the Portfolio Evaluation Group manager. One final phone call “interview” with the head of the department that was also when offer was extended.

      Interview questions [1]

      Question 1

      Do you have experience with VBA?
      Answer question
      2

      Portfolio Evaluation Associate Interview

      Dec 13, 2021
      Anonymous Interview Candidate
      No offer
      Negative experience
      Average interview

      Application

      I applied online. I interviewed at Fisher Investments in Dec 2021

      Interview

      Phone interview after turning in application online. It seems like they're only interviewing to meet KPIs. Basic questions on behavioral questions. It seemed like interview 2226 out of 5200 quota for the week.

      Interview questions [1]

      Question 1

      Tell me about a time where you made a mistake, tell me about a time where you exceeded customer expectations
      Answer question
      2

      Portfolio Evaluation Associate Interview

      Oct 23, 2021
      Anonymous employee
      Tampa, FL
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through college or university. The process took 3 weeks. I interviewed at Fisher Investments (Tampa, FL) in Sep 2021

      Interview

      Consists a series of interviews spread over several weeks, including one super day with three 45 min. interviews. Slowly climb the company hierarchy until the upper directors of each group.

      Interview questions [1]

      Question 1

      Q: What are some of your strengths and weaknesses?
      Answer question

      Fisher Investments interviews FAQs

      • Portfolio Evaluation Associate applicants have rated the interview process at Fisher Investments with 2.8 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 75% positive. To compare, the company-average is 50.8% positive. This is according to Glassdoor user ratings.
      • Candidates applying for Portfolio Evaluation Associate roles take an average of 26 days to get hired, when considering 4 user submitted interviews for this role. To compare, the hiring process at Fisher Investments overall takes an average of 30 days.
      • Common stages of the interview process at Fisher Investments as a Portfolio Evaluation Associate according to 4 Glassdoor interviews include:

        One on one interview:  50%

        Phone interview:  25%

        Group panel interview:  13%

        Background check:  13%

      • Here are the most commonly searched roles for interview reports -

        1. Investment Counselor(226) ;
        2. Account Executive(217) ;
        3. Client Service Associate(145) ;
        4. Junior Associate(76) ;
        5. Associate(58) ;
        6. Analyst(43) ;
        7. Regional Sales Associate(30) ;
        8. Vice President(30) ;
        9. Client Account Coordinator(24) ;
        10. CSA - Customer Service Associate(19) ;
        11. Investment Associate(19) ;
        12. Investment Counsellor(19) ;
        13. Regional Vice President(18) ;
        14. Sales(15) ;
        15. Client Operations Associate(14) .


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    • Jobs at Fisher Investments

      41 jobs in United States
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