Business Analyst at The Caldwell Group
About the role
The Technical Business Analyst sits within our front office technology team and partners closely with Portfolio Managers, Research Analysts, Sales & Distribution, Marketing, and other investment professionals to design and deliver innovative data, analytics, and AI-driven solutions. Our team is building the next generation of investment technology by leveraging Microsoft Fabric, Power BI, Power Automate, AI, and modern cloud technologies. You will play a key role in understanding business proce…
Interview process at The Caldwell Group
General interview process (this company's specific loop isn't published - reach out if you have insider info).
- Recruiter phone screen - typically 20-40 min
- Technical screen - 1 coding problem or take-home; format varies by company
- Onsite / virtual loop - typically 4-6 rounds over 2-3 weeks; exact split of coding, systems design, and behavioral varies by role and location
Platforms used: unknown — MiPrep tested compatible with major platforms
How to prepare
MiPrep helps you rehearse the specific cadence and question types The Caldwell Group interviewers score on. Upload your resume and this job description; MiPrep generates a rehearsed answer set in your voice from your own projects.