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      Fisher Investments

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      Portfolio Evaluation Associate Interview

      Jul 31, 2015
      Anonymous Interview Candidate
      London, England
      No offer
      Positive experience
      Easy interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Fisher Investments (London, England) in Jul 2015

      Interview

      Preface: I'm writing this before I attend my second interview with the company's hiring managers. So far I've had a telephone interview and one face-to-face interview with two analysts from the Portfolio Evaluation Group. I applied for the position through Fisher Investments' careers website. Shortly after, I was invited to have a telephone "interview". In truth, it was little more than a quick chat (I was only on the phone for 16 minutes) where I was asked what I understood about the position, what I knew about Fisher Investments and what they do, and my experience (being a recent graduate, I don't have much to speak of!). A week after the telephone interview, I had a face-to-face interview with two analysts from the Portfolio Evaluation Group. As other reviews on here have mentioned, the interview was mainly CV based: I was asked questions like why did I choose my degree; if there was anything that I struggled with; if there was anything I wished I knew more about; what I enjoyed most about it etc. They also asked what my understanding of the position was, my understanding of the company, and what I want to do in the long term. I then had the opportunity to ask questions of my own. Just over a week later, I was contacted about attending a second interview with their hiring managers. I have a date for the interview but am still awaiting it (the original date was postponed by a week as one of the managers I am due to meet was away in America).

      Interview questions [1]

      Question 1

      CV based questions Understanding of the role/company
      Answer question
      10

      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