BNY Mellon Financial Analyst Interview Questions & Experience Guide

Interview Preparation
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21

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: The application process was straightforward. I applied through the company’s online portal after coming across the job posting. The process was smooth, and I received a response within a couple of weeks for the interview.

Interview Rounds:

  • Round 1 - HR Interview:

    • Questions Asked: The questions were standard HR interview questions, such as “Tell me about yourself,” “Why do you want to work at BNY Mellon?” and “What are your strengths and weaknesses?”
    • Your Approach: I kept my answers concise and tailored them to the role of a Financial Analyst, emphasizing my analytical skills and interest in finance.
    • Outcome: I passed this round and was invited for the next stage.

  • Round 2 - Technical Interview:

    • Questions Asked: This round focused on technical aspects, including basic financial concepts, Excel proficiency, and problem-solving scenarios. Some questions were: “How would you analyze a company’s financial health?” and “Can you explain the difference between EBITDA and net income?”
    • Your Approach: I reviewed financial concepts beforehand and practiced Excel functions. I also used the STAR method to structure my answers for scenario-based questions.
    • Outcome: I felt confident about my performance and moved on to the final round.

  • Round 3 - Final Interview (Panel):

    • Questions Asked: This was a panel interview with senior team members. They asked behavioral questions, situational questions, and a few technical follow-ups. Examples: “Describe a time you worked under tight deadlines,” “How would you handle a disagreement with a team member?” and “What metrics would you track for a financial analysis project?”
    • Your Approach: I stayed calm, used real-life examples, and ensured my answers aligned with the company’s values and the role’s requirements.
    • Outcome: I received positive feedback and was offered the position.

Preparation Tips:

  • Brush up on basic financial concepts and Excel skills.
  • Practice common HR and behavioral questions using the STAR method.
  • Research the company thoroughly to tailor your answers.

Conclusion:
Overall, the interview process was well-structured and professional. I felt prepared, but I could have practiced more situational questions to feel even more confident. My advice to future candidates is to stay calm, be yourself, and thoroughly prepare for both technical and behavioral aspects of the interview.

22

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: The application process involved a full-day interview schedule due to the company’s slow pace. The day started with an aptitude test at 11:00 AM, followed by the first round (HR interview), and concluded with the final round at 9:00 PM.

Interview Rounds:

  • Round 1 - Aptitude Test:

  • Questions Asked: The aptitude test included questions on quantitative aptitude, logical reasoning, and verbal ability.

  • Your Approach: I focused on time management, attempting the easier questions first and then moving on to the more challenging ones.

  • Outcome: Cleared the aptitude test and proceeded to the next round.

  • Round 2 - HR Interview:

  • Questions Asked: The HR round included questions about my background, interest in the role, and understanding of BNY Mellon.

  • Your Approach: I answered confidently, highlighting my relevant skills and enthusiasm for the financial sector.

  • Outcome: Successfully cleared the HR round and advanced to the final round.

  • Round 3 - Final Interview:

  • Questions Asked: The final round was more technical, with questions about financial concepts, problem-solving scenarios, and situational judgment.

  • Your Approach: I relied on my preparation, using real-world examples to explain financial concepts and demonstrating analytical thinking.

  • Outcome: The round concluded late at night, and I felt it went well, though the results are pending.

Preparation Tips:

  • Practice aptitude tests thoroughly, focusing on speed and accuracy.
  • Brush up on basic financial concepts and be ready to apply them in problem-solving scenarios.
  • Prepare for HR questions by researching the company and aligning your answers with their values.

Conclusion:
The interview process was lengthy but well-structured. While the late timing of the final round was challenging, it tested my endurance and focus. I would advise future candidates to stay patient and maintain energy levels throughout the day. Overall, it was a valuable learning experience.

23

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: Applied through campus placement.

Interview Rounds:

  • Round 1 - HR Interview:
    • Questions Asked:
      • Tell us about yourself.
      • Why are you interested in BNY Mellon?
      • What do you know about the role of a Financial Analyst?
    • Your Approach:
      • Kept my introduction concise, focusing on my academic background and relevant skills.
      • Highlighted my interest in finance and how BNY Mellon’s reputation aligns with my career goals.
      • Briefly mentioned the key responsibilities of a Financial Analyst to show my understanding of the role.
    • Outcome:
      • The round was comfortable and relaxed. The interviewers seemed satisfied with my responses.

Preparation Tips:

  • Research the company thoroughly, especially its core values and recent initiatives.
  • Practice answering common HR questions like “Tell me about yourself” and “Why this company?”
  • Understand the basics of the role you’re applying for to demonstrate your interest and knowledge.

Conclusion:
Overall, the first round was a positive experience. The interviewers were friendly, which helped ease my nerves. I felt prepared, but I could have added more specific examples of how my skills align with the role. For future candidates, I’d recommend staying calm and being genuine in your responses.

24

Company Name: BNY Mellon

Position: Financial Analyst

Location: [Not specified]

Application Process: The process began with a short HR phone call, followed by an in-person interview scheduled with the hiring manager and two team members. The candidate was asked to prepare a PowerPoint presentation about themselves for the interview.

Interview Rounds:

  • Round 1 - HR Phone Screening:

  • Questions Asked: Basic background and fit for the role.

  • Your Approach: Answered questions concisely and professionally.

  • Outcome: Passed the screening and was invited for an in-person interview.

  • Round 2 - In-Person Interview:

  • Questions Asked: Standard job interview questions about background and experience.

  • Your Approach: Prepared thoroughly, including creating a PowerPoint presentation, but due to scheduling issues, the presentation was not delivered.

  • Outcome: The interview was cut short due to a scheduling mix-up on the company’s end, leaving a negative impression.

Conclusion:

The overall experience was highly unprofessional due to scheduling errors and lack of accountability from the hiring team. The candidate felt their time and effort were disrespected. Based on this experience and similar feedback from others, the candidate advises caution when considering opportunities with BNY Mellon, as their interview process may not reflect a respectful or organized work environment.

25

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: Applied through campus placement.

Interview Rounds:

  • Round 1 - Group Discussion (Self Introduction):

    • Questions Asked: Self-introduction and general discussion topics.
    • Your Approach: I focused on presenting myself clearly and confidently, highlighting my academic background and interest in finance.
    • Outcome: Passed this round successfully.

  • Round 2 - Aptitude Test:

    • Questions Asked: Grammar, finance, and accounting-related questions.
    • Your Approach: I brushed up on basic grammar rules and reviewed fundamental finance and accounting concepts beforehand.
    • Outcome: Cleared the test and moved to the next round.

  • Round 3 - HR Interview:

    • Questions Asked: General HR questions about my background, strengths, and why I wanted to join BNY Mellon.
    • Your Approach: I answered honestly, aligning my skills with the role and expressing genuine interest in the company.
    • Outcome: Successfully advanced to the final round.

  • Round 4 - Operations Round:

    • Questions Asked: Questions about equities, bonds, mutual funds, mergers, spinoffs, corporate actions, and capital markets, with examples.
    • Your Approach: I used real-world examples to explain each concept and linked them to current market trends.
    • Outcome: Cleared the round and received positive feedback.

Preparation Tips:

  • Focus on basic finance and accounting concepts, especially those related to capital markets.
  • Practice explaining financial terms with real-world examples.
  • Brush up on grammar and communication skills for the aptitude test and HR round.

Conclusion:
Overall, the interview process was thorough but fair. I felt well-prepared, but I could have practiced more real-world examples for the operations round. My advice to future candidates is to stay calm, be confident, and ensure you understand the basics of finance and accounting thoroughly.

26

Company Name: BNY Mellon

Position: Financial Analyst

Location: [Location not specified]

Application Process: [Application process details not provided]

Interview Rounds:

  • Round 1 - General Interview:
  • Questions Asked: The questions were quite good and focused on communication skills.
  • Your Approach: I ensured clear and concise answers while maintaining a friendly and professional tone.
  • Outcome: The round went well, and I received positive feedback on my communication.

Conclusion:

The overall interview experience was positive, with a strong emphasis on communication. I felt well-prepared and confident during the process. For future candidates, I’d recommend focusing on clarity and professionalism in responses.

27

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: I sent my CV to a friend, and a member of the investment team contacted me for an analyst position. We then had a telephone interview that lasted about 20 minutes.

Interview Rounds:

  • Round 1 - Telephone Interview:
    • Questions Asked: The interviewer asked about my background, my interest in finance, and specific experiences from my CV. They also inquired about my understanding of the financial markets and how I stay updated with industry trends.
    • Your Approach: I focused on highlighting my relevant coursework and internships, tying them to the skills required for the role. I also mentioned following financial news and analysis platforms to stay informed.
    • Outcome: The interviewer seemed engaged, and I was invited for the next round.

Preparation Tips:

  • Brush up on basic financial concepts and market trends.
  • Be ready to discuss your CV in detail, especially any finance-related experiences.
  • Practice articulating your interest in finance clearly and concisely.

Conclusion:
Overall, the telephone interview was a smooth experience. I felt prepared, but I could have been more specific about how my skills align with the role. For future candidates, I’d recommend researching the company’s recent deals or market positions to tailor your answers better.

28

Company Name: BNY Mellon

Position: Financial Analyst

Location: [Location not specified]

Application Process: [Application process details not provided]

Interview Rounds:

  • Round 1 - HR Round:

  • Questions Asked: Focused on communication skills and general fit for the role.

  • Your Approach: Maintained clarity and confidence in responses, highlighting relevant experiences.

  • Outcome: Successfully cleared this round.

  • Round 2 - Technical Round 1:

  • Questions Asked: Tested conceptual knowledge of accounting standards.

  • Your Approach: Prepared by revising core accounting concepts and standards beforehand.

  • Outcome: Cleared this round with positive feedback.

  • Round 3 - Technical Round 2:

  • Questions Asked: Evaluated core accounting skills and problem-solving abilities.

  • Your Approach: Applied practical knowledge to solve accounting-related problems.

  • Outcome: Successfully passed this round.

Preparation Tips:

  • Focus on strengthening core accounting concepts and standards.
  • Practice communication skills for the HR round.
  • Solve practical accounting problems to prepare for technical rounds.

Conclusion:
The overall interview experience was positive, with a good environment and workplace atmosphere. The questions were fair and tested both technical and communication skills. Preparing thoroughly for accounting standards and core skills was key to success. Future candidates should focus on these areas and maintain confidence throughout the process.

29

Company Name: BNY Mellon

Position: Financial Analyst

Location: [Location not specified]

Application Process: I was contacted directly by a recruiter who set up the initial interview with the hiring manager.

Interview Rounds:

  • Round 1 - Hiring Manager Interview:

  • Questions Asked: The interview was relatively quick, lasting about 20 minutes. The hiring manager asked about my background, interest in the role, and some basic financial concepts.

  • Your Approach: I kept my answers concise and focused on highlighting my relevant skills and enthusiasm for the position.

  • Outcome: I passed this round, and the recruiter scheduled the next interview shortly after.

  • Round 2 - Division Manager Interview:

  • Questions Asked: This round involved a deeper discussion about the role, my experience, and how I would handle specific scenarios related to financial analysis.

  • Your Approach: I prepared by reviewing common financial analysis techniques and aligning my past experiences with the job requirements.

  • Outcome: The interview went well, and the recruiter followed up with an offer less than a week later.

Conclusion:

The process was smooth and efficient. The recruiters and interviewers were professional and communicative. I would advise future candidates to be clear and confident in their responses and to prepare by brushing up on financial analysis fundamentals.

30

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: I submitted an online application for the role. About a month later, I received an invitation for the interview.

Interview Rounds:

  • Round 1 - Competency-Based Interview:
    • Questions Asked: The interview focused on my past experiences and transferable skills. Questions included:
      • “Can you describe a time when you had to analyze financial data?”
      • “How do you handle tight deadlines in a work environment?”
      • “What motivated you to pursue a career as a Financial Analyst?”
    • Your Approach: I prepared by reviewing my resume and identifying key experiences that aligned with the role. I used the STAR method (Situation, Task, Action, Result) to structure my answers.
    • Outcome: The interviewer seemed satisfied with my responses, and I was informed that I would proceed to the next round.

Preparation Tips:

  • Research the company and understand its core values and recent projects.
  • Practice competency-based questions using the STAR method.
  • Be ready to articulate your career motivations clearly.

Conclusion:
The interview was a great learning experience. I realized the importance of being concise and specific when answering competency-based questions. For future candidates, I’d recommend thoroughly preparing for behavioral questions and ensuring your career motivations align with the role you’re applying for.

31

Company Name: BNY Mellon

Position: Financial Analyst

Location: [Not specified]

Application Process: Applied via Naukri.com and was interviewed in October 2021.

Interview Rounds:

  • Round 1 - Technical Interview:
    • Questions Asked:
      • Capital market type question
      • Explanation of Derivative market
    • Your Approach:
      • For the capital market question, I discussed the types of capital markets (primary and secondary) and their roles in the financial system.
      • For the derivative market question, I explained the basics of derivatives, their types (futures, options, swaps), and their significance in risk management.
    • Outcome: Successfully cleared the round.

Preparation Tips:

  • Focus on understanding the basics of capital markets and derivative instruments.
  • Practice explaining complex financial concepts in simple terms.
  • Review common interview questions for financial analyst roles, especially those related to market types and financial instruments.

Conclusion:
The interview was a great learning experience. I realized the importance of being able to articulate financial concepts clearly. For future candidates, I’d recommend brushing up on fundamental financial topics and practicing mock interviews to build confidence.

32

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: I applied through a recruitment consultant and was interviewed before October 2023.

Interview Rounds:

  • Round 1 - Telephonic Call:
    • Questions Asked:
      1. What is a Mutual Fund?
      2. What is Capital Market and Money Market?
      3. How does a Mutual Fund work?
    • Your Approach: I answered the questions by explaining the concepts clearly and providing examples where applicable. For the Mutual Fund questions, I focused on its definition, types, and working mechanism. For Capital and Money Markets, I differentiated between the two and highlighted their roles in the financial system.
    • Outcome: The round went well, and I received positive feedback for my clarity and understanding of the topics.

Preparation Tips:

  • Brush up on financial concepts like Mutual Funds, Capital Markets, and Money Markets.
  • Practice explaining these concepts in simple terms.
  • Be prepared to discuss real-world applications of these financial instruments.

Conclusion:
The interview was a great learning experience, and I felt confident in my responses. I would advise future candidates to focus on clarity and practical examples when answering financial questions.

33

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: I applied through my college’s campus placement program. The process was streamlined, and the company visited our campus for recruitment.

Interview Rounds:

  • Round 1 - Written Aptitude Test:

    • Questions Asked: The test included sections on quantitative aptitude, logical reasoning, and basic financial concepts. Some questions were scenario-based to assess analytical skills.
    • Your Approach: I focused on time management, ensuring I didn’t spend too much time on any single question. For the financial concepts, I relied on my coursework and some last-minute revisions.
    • Outcome: Cleared this round successfully and was shortlisted for the next round.

  • Round 2 - HR and Ops Manager Interview:

    • Questions Asked: The HR round was behavioral, with questions like “Tell me about yourself,” “Why BNY Mellon?” and “Describe a time you worked in a team.” The Ops Manager asked situational questions like “How would you handle a tight deadline?” and “What do you know about financial analysis?”
    • Your Approach: I kept my answers concise and relevant, tying my experiences to the role. For situational questions, I used the STAR method to structure my responses.
    • Outcome: The interviewers seemed satisfied, and I was selected for the role!

Preparation Tips:

  • Brush up on basic financial concepts and aptitude topics like ratios, percentages, and logical puzzles.
  • Practice behavioral questions using the STAR method to frame your answers clearly.
  • Research the company’s values and recent projects to tailor your responses.

Conclusion:
Overall, the interview process was smooth and well-organized. I felt prepared, but I could have practiced more situational questions beforehand. My advice to future candidates is to stay calm, be yourself, and align your answers with the company’s expectations. Good luck!

34

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: Applied through the company’s career portal.

Interview Rounds:

  • Round 1 - One-on-One Interview:
    • Questions Asked:
      1. Can you explain the capital market, primary market, secondary market, and equity?
      2. What is the difference between equity, shares, and bonds in the capital market?
      3. What do you understand by the term “capital market”?
      4. How familiar are you with capital markets, and do you have any experience in this area?
      5. (Unclear question due to typographical errors)
    • Your Approach: I focused on providing clear definitions and examples for each term, linking them to real-world scenarios to demonstrate my understanding. For the unclear question, I politely asked for clarification.
    • Outcome: Successfully cleared the round.

Preparation Tips:

  • Brush up on financial terminologies, especially those related to capital markets, equity, and bonds.
  • Practice explaining concepts in simple terms with examples.
  • Stay calm and composed, even if you encounter unclear questions—politely ask for clarification.

Conclusion:
The interview was straightforward, with a focus on testing my foundational knowledge of capital markets. Preparing well and staying confident helped me perform better. For future candidates, I’d recommend revising basic financial concepts and practicing clear communication.

35

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: The interview was arranged by a headhunter. The process involved multiple rounds to assess both personality fit and technical skills.

Interview Rounds:

  • Round 1 - Hiring Manager Interview:

    • Questions Asked: Focused on assessing whether I was a good personality fit for the team and the company culture.
    • Your Approach: I emphasized my interpersonal skills, teamwork, and adaptability to showcase my fit for the role.
    • Outcome: Passed this round and moved on to the next stage.

  • Round 2 - Supervisor Interview:

    • Questions Asked: More technical questions to evaluate my skill set and experience relevant to the Financial Analyst role.
    • Your Approach: I highlighted specific experiences and skills from my resume that aligned with the job requirements.
    • Outcome: Successfully cleared this round and was invited for the final round.

  • Round 3 - Managing Directors Interview:

    • Questions Asked: Focused on determining whether I could contribute to the overall success of the firm. They were selective about which parts of my resume they wanted to discuss.
    • Your Approach: I tailored my responses to focus only on the most relevant parts of my background, avoiding unnecessary elaboration.
    • Outcome: The interviewers seemed satisfied with my responses, and I felt confident about my performance.

Preparation Tips:

  • Focus on aligning your resume with the job description and be prepared to discuss only the most relevant parts.
  • Practice answering both technical and behavioral questions concisely and confidently.

Conclusion:
Overall, the interview process was thorough and well-structured. The key takeaway for me was the importance of tailoring my responses to the specific interests of the interviewers. For future candidates, my advice is to stay concise and relevant, especially when meeting with senior leaders who are more interested in your potential impact than your entire background.

36

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: The application process involved a resume shortlist followed by interview rounds. I applied through the company’s career portal.

Interview Rounds:

  • Round 1 - Resume Shortlist:

    • Questions Asked: The shortlist was primarily based on my resume, focusing on my experience with R2R (Record to Report) and Blackline exposure.
    • Your Approach: I ensured my resume highlighted my relevant experience in financial analysis, particularly with R2R and Blackline tools.
    • Outcome: My resume was shortlisted, and I moved on to the next round.

  • Round 2 - Interview:

    • Questions Asked: The interview questions revolved around my experience with data architecture, data modeling, data validation, and tools like Power BI and SQL.
    • Your Approach: I prepared by reviewing my past projects and brushing up on key concepts like data warehousing and ERwin. I also practiced explaining my experience clearly.
    • Outcome: The interview went well, and I received positive feedback on my technical knowledge.

Preparation Tips:

  • Focus on your resume and ensure it clearly highlights relevant skills like R2R, Blackline, and other financial tools.
  • Brush up on data-related skills such as data architecture, modeling, and validation.
  • Practice explaining your experience with tools like Power BI and SQL in a concise manner.

Conclusion:
Overall, the interview process was smooth, and the questions were aligned with the job requirements. I could have prepared more thoroughly for the technical aspects of data modeling, but my experience with R2R and Blackline gave me an edge. For future candidates, I’d recommend focusing on both technical skills and clear communication of your experience.

37

Company Name: BNY Mellon

Position: Financial Analyst

Application Process: The application process was straightforward, likely through an online portal or campus placement, though the exact method wasn’t specified.

Interview Rounds:

  • Round 1 - Standard Interview:
    • Questions Asked: The interview followed a standard procedure with typical interview questions. The candidate didn’t specify the exact questions but mentioned it was nothing out of the ordinary.
    • Your Approach: The candidate prepared by practicing common interview questions and staying calm.
    • Outcome: The interview lasted a little over 30 minutes and went smoothly.

Preparation Tips:

  • Practice standard interview questions beforehand.
  • Stay relaxed and avoid over-stressing.

Conclusion:
The overall experience was positive, and the candidate advises future applicants to prepare well but not to stress too much. Good luck!