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Equitable interview questions

6 first-hand experiences · See open roles at Equitable

Equitable Holdings (formerly AXA Equitable until 2020) is a life-insurance, annuity and wealth-management holding company that owns roughly 60% of AllianceBernstein. First-hand accounts on Wall Street Oasis describe a fairly classic US on-campus / super-day funnel for its actuarial, analytics and LDP tracks: HR resume screen or referral, then a phone or Skype screen, then a multi-round super-day on site with a mix of program alumni, hiring-manager VPs and a senior VP. Content is largely fit and background driven, with light technical probes (probability brain teasers for actuarial, VBA / SQL awareness for analytics, general behavioral for LDP).

These 6 writeups cover actuarial, analytics, financial advisor and other roles, US only (NY / campus). All of them were posted under a pseudonym (Reddit, GeeksforGeeks or forum handles), so we could not verify the authors’ identities.

Typical rounds
2.72-3 range
Outcomes shared
4/2offer / not
Most common round
Phone screen
Sources span
2011 - 2019

Most frequently reported · Behavioral(6), Resume deep-dive(6), Domain knowledge(4), Probability(2), STAR stories(2)

Equitable’s official process

The official careers site advertises early-career and corporate tracks (Equitable Advisors financial-professional program, actuarial and technology intern / rotational programs) and directs applicants to its Taleo job board; it does not publish a detailed step-by-step interview loop.

Read Equitable’s own hiring page →

What Equitable is hiring for now

2 open roles in our index.

Most-posted roles

  • 1290 Funds Sales Desk Manager (HYBRID)2

Top locations

  • Charlotte2

Commonly tested topics

Behavioral·STAR stories·Resume deep-dive·Past projects·Probability·Excel modeling·Domain knowledge

Interview experiences at Equitable

Outcome
Seniority

Actuarial Intern

Internship

Received an offer3 rounds

  1. 1
    Campus presentation + resume dropPresentation

    Company gave a recruiting presentation on campus; candidate spoke with reps and dropped a resume, which triggered a follow-up call weeks later.

    Covered · Resume deep-dive, Domain knowledge

  2. 2
    Background / fit questionnairePhone screen

    HR follow-up over the phone asked about experiences and transcript and had the candidate complete a written form on why they wanted to be an actuary.

    Covered · Resume deep-dive, Behavioral

  3. 3
    Super-day on siteAssessment centre

    Full-day event on site with breakfast plus three back-to-back forty-minute technical interviews with actuarial-development-program employees, then a VP, then a senior VP.

    Covered · Behavioral, Probability, Domain knowledge

Shared by anonymous on wso · 2011-10-01

Actuarial Intern

Internship

Received an offer2 rounds

  1. 1
    University career-site application + HR outreachPhone screen

    Applied through the school career site; HR reached out to invite the candidate to a super day.

    Covered · Resume deep-dive

  2. 2
    Super-day (three interviews)Assessment centre

    Two one-on-one interviews and one two-on-one interview, mostly with actuarial-development-program members. Very light on technical questions apart from occasional probability brain teasers.

    Covered · Behavioral, Probability, Puzzles

Shared by anonymous on wso · 2013-11-01

Entry-Level Analyst

New grad

Not selected2 rounds

  1. 1
    Online applicationPhone screen

    Applied online; a recruiter followed up with a phone interview calibrated to a recent-grad level of experience.

    Covered · Resume deep-dive, Behavioral

  2. 2
    On-site finalFinal

    Candidates who cleared the phone screen were brought in for a face-to-face interview.

    Covered · Behavioral, Domain knowledge

Shared by anonymous on wso

Growth Analytics Intern

Internship

Received an offer3 rounds

  1. 1
    Referral-driven HR Skype screenPhone screen

    Applied online after an employee referral; first round was a Skype call with HR.

    Covered · Behavioral, Resume deep-dive

  2. 2
    Second HR interviewPhone screen

    A second conversation with HR before being handed off to the hiring team.

    Covered · Behavioral

  3. 3
    Team panel (two back-to-back)Panel

    Two back-to-back interviews with senior employees on the analytics team the intern would sit on.

    Covered · Past projects, Domain knowledge

Shared by anonymous on wso

Leadership Development Program

New grad

Not selected3 rounds

  1. 1
    Alumni call screenPhone screen

    A former LDP participant called to run through general background and motivation questions.

    Covered · Behavioral, Resume deep-dive

  2. 2
    On-campus paired interviewPanel

    Combined interview with an HR partner and a senior VP conducted on campus.

    Covered · Behavioral, STAR stories

  3. 3
    Summer dayAssessment centre

    Final round is an on-site day event for shortlisted LDP finalists.

    Covered · Behavioral, Domain knowledge

Shared by anonymous on wso · 2019-09-01

Summer Analyst

Internship

Received an offer3 rounds

  1. 1
    Online application + phone screenPhone screen

    Applied online, first pass was a phone interview from HR.

    Covered · Behavioral, Resume deep-dive

  2. 2
    Three sequential team phone callsPhone screen

    Three additional phone conversations with prospective teammates plus one with HR; questions were overwhelmingly fit / behavioral.

    Covered · Behavioral, STAR stories

  3. 3
    Light VBA checkTechnical

    The only technical probe was a binary yes-or-no check on whether the candidate knew VBA.

    Covered · Excel modeling

Shared by anonymous on wso · 2011-02-01

Equitable interviews: FAQ

What is the interview process like at Equitable?
Equitable Holdings (formerly AXA Equitable until 2020) is a life-insurance, annuity and wealth-management holding company that owns roughly 60% of AllianceBernstein. First-hand accounts on Wall Street Oasis describe a fairly classic US on-campus / super-day funnel for its actuarial, analytics and LDP tracks: HR resume screen or referral, then a phone or Skype screen, then a multi-round super-day on site with a mix of program alumni, hiring-manager VPs and a senior VP. Content is largely fit and background driven, with light technical probes (probability brain teasers for actuarial, VBA / SQL awareness for analytics, general behavioral for LDP).
What topics does Equitable test in interviews?
Commonly reported topics include Behavioral, STAR stories, Resume deep-dive, Past projects, Probability, Excel modeling.

These guides summarize public, first-hand interview experiences shared by candidates. They describe the shape of each loop and the topics that came up, not a leaked question bank, and every experience links back to its original source. Processes change often; treat this as directional prep, not a script.