Skip to main content

The Interview Process

Published on: Apr 7, 2020

CPS Green [square]We all know the importance of first impressions in interviews. Learn some do’s, some don’ts and some top tips from experienced professionals. You need to make the interview the best possible snapshot of yourself. You will never know which interview questions will come at you, but you can prepare with typical and ‘most asked’ questions and prepare to lead with your best discussion topics. Understand how to sell yourself effectively in business meetings and ‘be the best you’.

Interview nerves are normal but with preparation you will build confidence. You should make your interview relevant to the current market and show your industry interests.  Keep up to date on the current financial news and have one or two finance topic areas to lead into. Use examples of a company which is of interest to you. Know the stock price. Understand the company background, the effects of Fintech and the current economic climate on the company.  

Using your LinkedIn account, you can conduct your own research into the company you are applying to, and the recruiting manager, so that you can go into your interview feeling as prepared as possible. Use this research to prepare questions for the employer at the end of the interview. Interviews are important not just for the employer to find out more about you but also for you to find out more about them. Having a couple of good questions to ask gives a great opportunity for you to dig deeper about the role and the organisation. Establish if the company is a good fit for you and if you can see yourself there for the medium or longer term. This is also where you get the chance to leave them with a good lasting impression at the end of the interview.

Salary negotiation can often be an awkward discussion, but it is important for anyone. As a student in your first job you want to show willingness and understand that careers normally begin at the bottom. Remember that everyone, even CEO’s, started their career somewhere. Find out more about compensation discussions and how to negotiate salary effectively.


Women shaking hands



Informational Interviewing AUDIO | 10 MINUTES

Patty Buchek shares dos, don’ts, and other insights into using informational interviewing as a job search and career management strategy.

Tips and Strategies to Achieve Communication Excellence VIDEO | 14 MINUTES

This interview highlights some of the key attributes and tricks of the trade required to ensure you sell yourself effectively in business meetings. We all know the importance of first impressions, but what does LWAR stand for, what are the three Cs, and how do they lead to communication excellence? In this interview, all are explained. The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.



What’s Your Advice for Young Professionals? VIDEO | 15 MINUTES

In this series of short videos, you will hear career advice specifically for young professionals from the following investment professionals (in the order in which they appear):

Jonathan Moog, CFA
Kamal Mustafa
Jim Walker
Christopher Tan
Helena Morrissey
Nicholas J. Colas
Jim Leech
Lim How
The Words of Wisdom Series is a series of short videos that feature thoughts related to career development from leading investment professionals.

Insights from a Recruiter ARTICLE

When is the right time to reach out to a recruiter? To get an answer, Julia VanDeren talked with Debra Brown, a New York-based recruiter for Russell Reynolds Associates’ asset and wealth management practice. During their discussion in June 2015, Brown offered career management advice tailored specifically for investment professionals. Based on her experience completing searches for CEOs, chief investment officers (CIOs), portfolio managers, and senior sector analysts, among other positions, she provided the following insights regarding when and how  to recruit for senior- and executive-level positions within the finance industry.



Preparing For Your Career: Getting a Head Start

Exploring Opportunities

Applying For a Job

In The Workplace