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9 TIAA SQL Interview Questions (Updated 2024)

Updated on

August 11, 2024

Data Science, Data Engineering and Data Analytics employees at TIAA uses SQL to analyze financial data trends, including market performance and portfolio analysis, as well as to manage customer data, such as investment history and risk tolerance, for personalized retirement service solutions. Because of this, TIAA asks jobseekers SQL interview questions.

So, to help you practice, we've collected 9 TIAA SQL interview questions – can you solve them?

TIAA SQL Interview Questions

9 TIAA SQL Interview Questions

SQL Question 1: Identify Most Active Investing Users at TIAA

At TIAA, a financial services provider, our most valuable customers are those who actively invest in our products. We would thus like to identify such individuals – what we refer to as 'power investors'. Please develop a SQL query that identifies power investors based on the number of transactions they have made within the last six months. Assume 50 or more transactions within this period qualifies a user as a power investor.

Example Input:
transaction_iduser_idtransaction_dateproduct_idtransaction_amount
100112301/01/2022 00:00:0055001200
205112302/15/2022 00:00:0065002150
302545603/30/2022 00:00:0075003500
410212305/05/2022 00:00:0055001300
518178907/20/2022 00:00:00850041000

Answer:


The above PostgreSQL query first selects the and counts the number of transactions each user has made from the table. It does this only for transactions that occurred within the last six months by using the WHERE clause with . The groups are then arranged by , only keeping those with 50 or more transactions using the clause. As a result, only "power investors" - users who have performed 50 or more transactions - will be returned.

To practice another SQL customer analytics question where you can solve it right in the browser and have your SQL code instantly executed, try this Walmart Labs SQL Interview Question: Walmart SQL Interview Question

SQL Question 2: Employee Salaries Higher Than Their Manager

Given a table of TIAA employee salaries, write a SQL query to find all employees who earn more than their own manager.

TIAA Example Input:

employee_idnamesalarydepartment_idmanager_id
1Emma Thompson38001
2Daniel Rodriguez2230110
3Olivia Smith800018
4Noah Johnson680028
5Sophia Martinez1750110
8William Davis70002NULL
10James Anderson40001NULL

Example Output:

employee_idemployee_name
3Olivia Smith

This is the output because Olivia Smith earns $8,000, surpassing her manager, William Davis who earns 7,800.

You can solve this interview question and run your code right in DataLemur's online SQL environment:

Employees Earning More Than Their Manager

Answer:

First, we perform a SELF-JOIN where we treat the first table () as the managers' table and the second table () as the employees' table. Then we use a clause to filter the results, ensuring we only get employees whose salaries are higher than their manager's salary.


If the solution above is hard to understand, you can find a step-by-step solution with hints here: Well Paid Employees.

SQL Question 3: What does the keyword do?

The keyword removes duplicates from a query.

Suppose you had a table of TIAA customers, and wanted to figure out which cities the customers lived in, but didn't want duplicate results.

table:
namecity
AkashSF
BrittanyNYC
CarlosNYC
DiegoSeattle
EvaSF
FayeSeattle

You could write a query like this to filter out the repeated cities:


Your result would be:

city
SF
NYC
Seattle

TIAA SQL Interview Questions

SQL Question 4: Calculate the average monthly investment for each type of products.

For TIAA, a leading financial services provider, an important analysis could be to understand the average amount invested in each type of products on a monthly basis by clients. Given a simplified dataset as follows, write a SQL query to calculate the average monthly investment for each type of products.

The table has the following schema:

Example Input:
investment_idclient_idinvestment_dateproduct_typeinvestment_amount
810034501/14/2022Mutual Funds10000
901219801/28/2022Retirement Plans5000
628367502/08/2022Mutual Funds15000
789132502/10/2022Securities25000
456767502/25/2022Securities5000

We wish to find the average monthly investment for each type of product. Note that you need to use the function in PostgreSQL to extract the month from the .

Resulting Output:
monthproduct_typeavg_investment
1Mutual Funds10000.00
1Retirement Plans5000.00
2Mutual Funds15000.00
2Securities15000.00

Answer:

The SQL query will look like this:


This query works by grouping the data by month and product type. For each group, it calculates the average investment amount. In this way, we can analyze the monthly trend of investments for each type of product separately.

Pro Tip: Window functions are a frequent SQL interview topic, so practice all the window function problems on DataLemur

SQL Interview Questions on DataLemur

SQL Question 5: What is a primary key?

A primary key is a column or set of columns in a table that uniquely identifies each row in the table. The primary key is used to enforce the uniqueness and non-nullability of the rows in the table.

In a SQL database, a primary key is defined using the constraint. For example, say you had a table of :


In this example, the column is the primary key of the TIAA employees table. It is defined as an integer and is marked as the primary key using the constraint.

A table can have only one primary key, but the primary key can consist of multiple columns. For example, say you had a table of TIAA customer transactions:


In the above example, the primary key of the Orders table consists of two columns: TransactionID and ProductID. This means that the combination of OrderID and ProductID must be unique for every row in the table.

SQL Question 6: Investment Portfolio Management

As a Data Analyst at TIAA, you are tasked with maintaining an investment portfolio database. The database has two tables: and . The table keeps track of various portfolios created by TIAA advisors for different customers. The table details all the individual securities in each portfolio. Given the below tables, write a SQL query to find the total market value of securities in every portfolio.

Example Input:
portfolio_idcustomer_idcreation_dateadvisor_id
1001450101/08/2021302
2002450203/05/2021405
3003460306/28/2021302
4004470109/17/2021208
5005480211/26/2021405
Example Input:
investment_idportfolio_idsecurity_namequantitymarket_price
500011001IBM50150.00
600022002Microsoft200250.50
700033003Amazon353,250.30
800044004Apple400175.75
900055005Tesla150680.20

Answer:

Here is the PostgreSQL query to solve the scenario:


This query joins the and tables on the column. It then groups the result by and calculates the total market value for each portfolio by multiplying the quantity of each security by its market price and summing up these values.

SQL Question 7: What's a database view, and when would you use one?

Database views are virtual tables based on the results of a SQL statement. They're just like vanilla tables, except views allow you to create simplified versions of tables or hide sensitive data from certain users.

In PostgreSQL, you can create a view by using the command. Here's an example for the table:


SQL Question 8: Finding Average Investment Returns

TIAA is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. It manages retirement accounts and offers additional financial services such as mutual funds, brokerage services, and life insurance.

Let's say, the company might be interested in understanding the average return on investment (ROI) for each investment product in a given year to better manage its portfolios. They are seeking SQL expertise to help them with data extraction and analysis.

Example Input:
investment_idproduct_idyearreturn_on_investment
10130920186.5
10241020188.9
10341020187.2
10430920197.8
10541220195.6
10630920196.2
10741220196.5
10841220207.1
10941020209.1
Example Output:
yearproduct_idaverage_roi
20183096.5
20184108.05
20193097.0
20194126.05
20204109.1
20204127.1

Answer:


This SQL query uses the AVG() function to compute the average return on investment for each product per year. The GROUP BY clause groups the data by year and product_id, so we get the average ROI for each combination of year and product_id.

To practice a very similar question try this interactive Amazon Highest-Grossing Items Question which is similar for determining top-performing items or this Amazon Average Review Ratings Question which is similar for calculating average metrics.

SQL Question 9: Calculating Click-Through Conversion Rates for TIAA

Given tables of user activity data and product data, calculate the click-through-conversion rate, which is defined as the number of users who viewed a product and then added it to their cart over the total number of users who viewed a product.

Assume you are provided with the following tables:

Example Input:
activity_iduser_idactivity_typeproduct_idactivity_date
101234"VIEW"30012022-06-08
102567"VIEW"30012022-06-10
103234"ADD_TO_CART"30012022-06-10
104890"VIEW"40012022-07-05
105234"ADD_TO_CART"40012022-07-10
Example Input:
product_idname
3001"Product A"
4001"Product B"

The goal is to find the click-through-conversion rate per product.

Answer:


This SQL query first creates two Common Table Expressions (CTEs) to find the count of unique views and adds to cart per product. It then joins these CTEs on product_id and calculates the click-through-conversion rate as the ratio of unique adds to unique views. If the view count is zero (to avoid division by zero), NULL is returned as the rate. At last, it joins the result with the products table to get the product name.

To practice a related problem on DataLemur's free online SQL coding environment, try this Meta SQL interview question:

Facebook Click-through-rate SQL Question

Preparing For The TIAA SQL Interview

The key to acing a TIAA SQL interview is to practice, practice, and then practice some more! Besides solving the above TIAA SQL interview questions, you should also solve the 200+ FAANG SQL Questions on DataLemur which come from companies like Amazon, Microsoft, Meta, and smaller tech companies.

DataLemur Question Bank

Each exercise has multiple hints, full answers and most importantly, there's an online SQL code editor so you can right in the browser run your query and have it graded.

To prep for the TIAA SQL interview you can also be helpful to solve SQL questions from other insurance companies like:

Discover how TIAA is harnessing the power of AI with Google Cloud to revolutionize client services!

But if your SQL skills are weak, forget about diving straight into solving questions – go learn SQL with this SQL interview tutorial.

SQL tutorial for Data Analytics

This tutorial covers things like filtering data with boolean operators and filtering groups with HAVING – both of these show up often during SQL interviews at TIAA.

TIAA Data Science Interview Tips

What Do TIAA Data Science Interviews Cover?

Besides SQL interview questions, the other types of problems to practice for the TIAA Data Science Interview are:

TIAA Data Scientist

How To Prepare for TIAA Data Science Interviews?

To prepare for TIAA Data Science interviews read the book Ace the Data Science Interview because it's got:

  • 201 interview questions taken from companies like Google, Tesla, & Goldman Sachs
  • a crash course covering Python, SQL & ML
  • over 1000+ reviews on Amazon & 4.5-star rating

Acing Data Science Interview

Also focus on the behavioral interview – prep for that using this behavioral interview question bank.