Transfer agency Interview Questions


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Northern Trust
Analyst - Transfer Agency was asked...7 December 2014

No difficult question

4 Answers

not yet when did they cald u?

still waiting. i been to there to ask no reply from them even i mailed to HR no response at all. Less

yes. they called. what about you?

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State Street

What excel functions are you familiar with?

1 Answers

Bond functions, vlookup etc.

BNY Mellon

Do you mind relocating outside of Dublin?

1 Answers

No I don't in fact it is an opportunity to have a better life balance for my family Less

State Street

Excel Lookup and pivot table function, behavioral questions, describe stressful situation, and how I managed it. describe myself in 3 words, and how would my future supervisor be in 3 words, why I would be a good fit for this role. Answer and describe the information included in resume

1 Answers

good, wasn't happy after the interview but it ended up succesfully

State Street

Do you require a lot of supervision?

1 Answers

Say no and that you work well without constant supervision. Give examples of when you took the initiative. Less

BNY Mellon

I was asked if I knew any legislation that related to the department i.e. Transfer Agency

1 Answers

I spoke about the Criminal Justice Act 2010 and the necessary improvements that would impact the Transfer Agent eg. CDD and AML Less

BNY Mellon

Provide an example of a difficult situation.

1 Answers

Previously dealing with irate customers in a previous Financial Role

Brown Brothers Harriman

How would you handle dealing with a client that becomes argumentative or agitated?

1 Answers

I would, to the best of my ability, explain the problem at hand and how we as a group intend to address the issue. If further confrontation ensues, escalation to a superior would be my course of action. Less

State Street

how to calculate the NAV per share of a fund?

1 Answers

it is calculated assets minus liabilities divided for the number of shares.

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