Finance Associate Interview

Question

I have a super day coming up for a financial operations analyst position at an asset management firm. For their interview description, they mentioned that there would be 3 parts: Behavioral, Live Problem Solving Case, and Analytical Case (Brain teaser-like cases) (45 mins each). I understand how I can prepare for the Behavioral part but I needed some guidance on preparing for the other two. What would be some good resources to use?

Answer 1

Hey there,

I know your interview is probably long over, but I still wanted to give an answer for anyone else preparing for something similar.

For the Live Problem-Solving Case, I would expect something operational. That could be optimizing a process, resolving trade discrepancies, or handling an unexpected issue in financial operations. Practicing structured thinking with consulting-style case studies (like PrepLounge’s case library) helps, but I would also recommend to look for some finance-specific cases related to trade settlements, reconciliations, or operational risk.

For the Analytical Case (brain teasers), it's all about quick logic and mental math. Classic finance brain teasers and estimation problems are a good preparation for that. PrepLounge has some, but you can also find tons of them online if you google it.

If you already had the interview, I’d love to hear how it went. What kind of questions came up? That would also be quite helpful for others prepping for similar roles.

Answer 2

Gotcha, that sounds like a solid but intense interview day. For the behavioral part, you’re right—you can prep with stories from your experience and the usual STAR method.

For the other two parts, here’s how to approach them:

Live Problem Solving Case: This is probably a real-world or hypothetical work scenario where they want to see how you think through a problem on your feet. It could be something like: “You notice a discrepancy in the cash flow report. How do you investigate it?” or “Walk me through how you’d evaluate a vendor’s proposal for a financial service.”

To prep:

Practice breaking down complex problems logically and communicating your thought process clearly.
Use frameworks like identifying the problem, breaking it into parts, evaluating options, and recommending a solution.
Try to do some mock case exercises—there are tons of consulting case prep resources that can help here, like "Case in Point" or websites like PrepLounge or CaseInterview.com.
Focus on clarity and structure, not just the “right” answer.

Analytical/Brain teaser Cases: These test your quantitative thinking, logic, and problem-solving speed. They’re not about getting the exact answer but showing how you approach puzzles.

To prep:

Brush up on mental math skills—practice doing calculations quickly without a calculator.
Look for common brain teasers asked in finance interviews: things like “How many golf balls fit in a bus?”, “If a train leaves at this time, how long until it reaches...?”, or probability questions.
Websites like Glassdoor often have examples of brain teasers asked by specific firms.
Apps or books focused on brain teasers and puzzles (like “Brainteasers for the Job Interview”) can help you get comfortable.
Practice explaining your reasoning clearly as you solve the problem.

Overall, for both parts, interviewers care a lot about how you think—so narrate your thought process, stay calm, and don’t rush. If you get stuck, it’s better to talk it through than go silent.

Good luck—you’ve got this!

Answer 3

Hey There!

For the live problem-solving case, focus on building structured thinking and clear communication. These cases often present a business scenario with limited information, so practice walking through your assumptions, identifying key variables, and explaining your logic step-by-step. Websites like PrepLounge or CaseCoach are helpful, even though they focus on consulting — the frameworks and mental discipline apply well. Practicing aloud, either alone or with a partner, is just as important as reading examples.

For the analytical or brain-teaser section, sharpen your mental math and pattern recognition skills. Look at resources like "Heard on the Street" or websites such as Wall Street Oasis and M&I, which offer brain teaser-style questions commonly used in finance interviews. Focus on estimating, breaking problems down, and thinking under pressure. Even simple puzzles or number games can help improve your comfort with time-pressured logic. Most of all, show calm thinking and clear explanation — the right answer matters, but your reasoning process is what they’re really evaluating.