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Envestnet Asset Management Associate Operations Analyst Interview Questions and Answers

Updated 19 Feb 2023

Envestnet Asset Management Associate Operations Analyst Interview Experiences

3 interviews found

I applied via Referral and was interviewed in Oct 2022. There were 4 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Aptitude Test 

Simple Aptitude Test just like banking exams but easy level. Accounting and Investments-related questions were there.

Round 3 - Technical 

(2 Questions)

  • Q1. Tough interview. Resume-related questions and Finance theory questions. Investment related questions
  • Q2. Mutual Fund, Derivatives, Options, Shares
Round 4 - HR 

(1 Question)

  • Q1. Resume-related questions and personality-assessing questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Easy interview. Just study the finance and investment-related basic questions and company background
Interview experience
4
Good
Difficulty level
-
Process Duration
-
Result
-

I applied via Campus Placement

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Properly align and format text in your resume. A recruiter will have to spend more time reading poorly aligned text, leading to high chances of rejection.
View all tips
Round 2 - Aptitude Test 

Excel, English and General Questions

Round 3 - HR 

(1 Question)

  • Q1. Basic HR questions. Mostly based on resume
Round 4 - Technical 

(1 Question)

  • Q1. Questions on stock market, shares, risk return relationship

Interview Preparation Tips

Interview preparation tips for other job seekers - Remain confident. Interviewers were keeping candidates calm throughout the session.

Associate Operations Analyst Interview Questions Asked at Other Companies

asked in Impress.ai
Q1. How would you write an email to your supervisor requesting a 2-da ... read more

I applied via Campus Placement and was interviewed before Apr 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Financial management questions, covered areas like capital markets, accounting etc.

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident while going for the interview. Thorough with the basic financial aspects and accounting.

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Interview Tips & Stories
2w
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works at
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Can speak English, can’t deliver in interviews
I feel like I can't speak fluently during interviews. I do know english well and use it daily to communicate, but the moment I'm in an interview, I just get stuck. since it's not my first language, I struggle to express what I actually feel. I know the answer in my head, but I just can’t deliver it properly at that moment. Please guide me
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I applied via Recruitment Consultant and was interviewed in Dec 2020. There were 5 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Everything related to Capital markets and Securities. and Since It was for Business analyst role so it went around Scrum and agile methodologies

Interview Preparation Tips

Interview preparation tips for other job seekers - A candidate should be well experienced in Agile or Scrum methodologies of business. And should have atleast awareness of Capital market and Securities financial terms.

I applied via Other and was interviewed before Dec 2020. There were 6 interview rounds.

Interview Questionnaire 

1 Question

  • Q1. Mainly technical ques, use case scenarios and a couple of assignments to complete..

Interview Preparation Tips

Interview preparation tips for other job seekers - Read the JD, prepare for it, think of the real life scenarios if you have worked with something that is mentioned in JD.
HR interview might be a tricky one.... So be general.

Interview Questionnaire 

1 Question

  • Q1. Questions on conditional probability

Interview Preparation Tips

Interview preparation tips for other job seekers - Prepare probability/statistics etc.
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(2 Questions)

  • Q1. What is agile methology?
  • Ans. 

    Agile methodology is a project management approach that emphasizes flexibility, collaboration, and incremental progress.

    • Focus on delivering working software in short iterations

    • Embrace changing requirements

    • Encourage frequent collaboration between team members

    • Use feedback to continuously improve the product

    • Common frameworks include Scrum and Kanban

  • Answered by AI
  • Q2. Write a user story and edge cases
  • Ans. 

    User story for a shopping website

    • As a user, I want to be able to add items to my cart

    • As a user, I want to be able to view my cart and update quantities

    • As a user, I want to be able to proceed to checkout and make a payment

  • Answered by AI

Skills evaluated in this interview

Are these interview questions helpful?
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I appeared for an interview before Apr 2024, where I was asked the following questions.

  • Q1. Tell me something about yourself
  • Ans. 

    I am a detail-oriented Business Analyst with a passion for data-driven decision-making and a strong background in project management.

    • Over 5 years of experience in business analysis across various industries, including finance and healthcare.

    • Skilled in gathering requirements through stakeholder interviews and workshops, leading to successful project outcomes.

    • Proficient in data visualization tools like Tableau, which I u...

  • Answered by AI
  • Q2. Are you aware of agile. Explain it
  • Ans. 

    Agile is a flexible project management methodology focused on iterative development and collaboration to enhance product delivery.

    • Agile emphasizes iterative progress through small, incremental changes, allowing teams to adapt to changing requirements.

    • Key principles include customer collaboration, responding to change, and delivering working software frequently.

    • Common frameworks within Agile include Scrum, Kanban, and E...

  • Answered by AI
Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - HR 

(1 Question)

  • Q1. About yourself and your experience
Round 2 - Technical 

(1 Question)

  • Q1. Financial data for baking companies and other industries
  • Ans. 

    Financial data for baking companies and other industries

    • Financial statements like income statement, balance sheet, and cash flow statement are key for analyzing baking companies and other industries

    • Key financial ratios like profitability ratios, liquidity ratios, and solvency ratios can provide insights into the financial health of these companies

    • Comparing financial data of baking companies with industry benchmarks can...

  • Answered by AI

I applied via Naukri.com and was interviewed in May 2022. There were 3 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Aptitude Test 

Good,it was a great experience to me

Round 3 - One-on-one 

(2 Questions)

  • Q1. Amalgamation and absorption differences
  • Ans. 

    Amalgamation and absorption differences

    • Amalgamation is a merger of two or more companies into a new entity, while absorption is when one company takes over another and the absorbed company ceases to exist

    • In amalgamation, the shareholders of the merging companies become shareholders of the new entity, while in absorption, the shareholders of the absorbed company become shareholders of the absorbing company

    • Amalgamation c...

  • Answered by AI
  • Q2. Private company rules and regulations
  • Ans. 

    Private companies have their own set of rules and regulations that govern their operations.

    • Private companies are not subject to the same regulations as public companies.

    • They have more flexibility in terms of decision-making and operations.

    • However, they still need to comply with laws and regulations related to taxation, employment, and other areas.

    • Private companies may also have their own internal policies and procedure...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Better to prepare well and be confident. Be sure about the basics of subject

Envestnet Asset Management Interview FAQs

How many rounds are there in Envestnet Asset Management Associate Operations Analyst interview?
Envestnet Asset Management interview process usually has 4 rounds. The most common rounds in the Envestnet Asset Management interview process are Resume Shortlist, Aptitude Test and Technical.
How to prepare for Envestnet Asset Management Associate Operations Analyst interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Envestnet Asset Management. The most common topics and skills that interviewers at Envestnet Asset Management expect are Accounting, Finance, Reconciliation and portfolio.
What are the top questions asked in Envestnet Asset Management Associate Operations Analyst interview?

Some of the top questions asked at the Envestnet Asset Management Associate Operations Analyst interview -

  1. Financial management questions, covered areas like capital markets, accounting ...read more
  2. Questions on stock market, shares, risk return relations...read more
  3. Mutual Fund, Derivatives, Options, Sha...read more

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Overall Interview Experience Rating

4.5/5

based on 2 interview experiences

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Envestnet Asset Management Associate Operations Analyst Salary
based on 92 salaries
₹1.8 L/yr - ₹3.6 L/yr
18% less than the average Associate Operations Analyst Salary in India
View more details

Envestnet Asset Management Associate Operations Analyst Reviews and Ratings

based on 15 reviews

3.9/5

Rating in categories

3.9

Skill development

4.0

Work-life balance

2.9

Salary

3.9

Job security

4.2

Company culture

3.4

Promotions

3.5

Work satisfaction

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