InterviewSuccessFormula™ CrashCourseWorksheets

©2012.CopyrightInterviewSuccessLLC.Allrightsreserved.

Profile of the Ideal Candidate Technical Skills Desired Name of the skill Specific relevant abilities

Soft Skills / Personal Strengths Name of skills/strengths Specific Relevant Abilities

Personality Traits / Characteristics desired of the ideal candidate to fit with the culture of the organization What specific problem (or need) are they hiring you to solve?

InterviewSuccessFormula™ CrashCourseWorksheets

©2012.CopyrightInterviewSuccessLLC.Allrightsreserved.

Work enjoyed by the ideal candidate Work Themes From Job Description Research Specific Keywords in Job Description

Aligned goals of ideal candidate with company mission Company mission statement. Connection to who they hire? Core values of the company and its culture

InterviewSuccessFormula™ CrashCourseWorksheets

©2012.CopyrightInterviewSuccessLLC.Allrightsreserved.

Profile of the Ideal Candidate (EXAMPLE) Technical Skills Desired Name of the skill Specific relevant abilities Quantitative Analysis

Ability to understand algebra and basic financial concepts, high quantitative SAT scores

Microsoft Excel

Financial modeling skills, including using multiple pages, formula, pivots tables, Visual basic and graphs

Business Writing

Ability to write short memos to customers

Soft Skills / Personal Strengths Name of skills/ Strengths Specific Relevant Abilities Analytical Thinking / Logical Problem Solving

Work through complex problems, and logically find answers

Attention to Detail / Problem Recognition

Ability to review financial documents and models to make sure all numbers are correct and up to date. Notice mistakes quickly.

Multi-tasking Manage multiple projects and deadlines without getting confused or overwhelmed

Personality Traits / Characteristics desired of the ideal candidate to fit with the culture of the organization Easygoing, patient. Able to deal with difficult customers and bosses. Independent, a bit on the quieter side. Comfortable doing work on one’s own most of the day. Trustworthy. Will let people know a mistake as soon as possible. What specific problem (or need) are they hiring you to solve? Need new analysts to replace leaving analysts to help do basic analysis and customer support.

InterviewSuccessFormula™ CrashCourseWorksheets

©2012.CopyrightInterviewSuccessLLC.Allrightsreserved.

Work that the ideal candidate would enjoy Work Themes From Job Description Research Specific Keywords in Job Description Process Efficiently, Implement, Data, Calculate

Investigate Analyze, Problem Solving, Quality Control

Aligned goals of ideal candidate with company mission Company mission statement. Connection to who they hire? Deliver the best financial advice to our clients, that is both honest and independent, based 100% on their needs. – Candidate needs very high bar for integrity and high personal standards of quality Core values of the company and its culture Trustworthiness Improve local communities

Quality and Reliability Produce wealth for company and

clients