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.
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.
I went through a bunch of rounds of interviews. I met with all the different teams that were hiring. Not too difficult. No technical or market questions. Mostly behavioral questions.
