I applied online. The process took 4 weeks. I interviewed at Pathstone (San Francisco, CA) in Apr 2025
Interview
It went well overall. It was a bit challenging to connect with team members as they were a bit protective of maintaining culture. High operating team and seems like a great opportunity.
Interview questions [1]
Question 1
Give us an example of a time when you cultivated a strategy for a client exceeding the lifetime exemption.
I applied online. The process took 2 weeks. I interviewed at Pathstone (Los Angeles, CA) in May 2024
Interview
It was conversational and focused on behavioral questions. The questions focused on how you problem-solve, work in a team, learn, manage projects, and communicate with clients. There were some technical questions regarding investment recommendations and managing client expectations.
Interview questions [1]
Question 1
What three people, living or dead, would you want to have a dinner with and why?
interview involves technical questions on valuation, financial modeling, and accounting, alongside behavioral questions assessing problem-solving, communication, and cultural fit. Candidates often analyze case studies, discuss past experiences, and demonstrate their understanding of markets, investment strategies, and risk.