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Equity Research Analyst Interview Questions
Equity Research Analyst Interview Questions
Equity research analysts offer information and analysis to clients to help them make decisions about investments. In an equity research analyst interview, employers might ask specialized questions about stocks to ensure you can predict trends and analyze data to offer reliable recommendations.
Top Equity Research Analyst Interview Questions & How To Answer
Question 1
Question #1: What is the difference between enterprise value and equity value?
How to answer
How to answer: This question tests your understanding of a basic investment concept. Explain that enterprise value captures a stock's current value to shareholders, while equity value is the market value and net debt. An ideal answer might also explain how these two values are found and how they could help you and your clients make decisions.
Question 2
Question #2: Describe an equity research report.
How to answer
How to answer: Equity research reports are a commonly used tool. Aim to show the interviewer that you are skilled in creating these reports. Explain that this is a report delivered to a client where you recommend that they buy, hold, or sell a stock and justify each recommendation. Detail all of the information included in the report, including the industry overview, company financials and ratio, valuations and projections, management overview, and finally, the recommendation.
Question 3
Question #3: Pitch me a stock.
How to answer
How to answer: With your answer, showcase your sales skills. Speak to the interviewer the way you would speak to a client. Choose a company, and reference the information you would include on an equity research report. Prove that you stay updated on the latest news in stocks.
2,139 equity research analyst interview questions shared by candidates
Can you tell me about yourself?
behavioural questions
1st Round: think motivations on why you want to join company, know about urself, cultural fit, easy going chat 2nd Round: Technicals/Walk through resume/Stock Pitch/Any industry outlook
Which company would you invest in? How do you value a company? Why company x or y is a good/bad investment? What is your view on ESG investments? Questions I found inappropriate: What is your age? (first question in a video call interview). What is your salary expectations? (sent by HR before interviews).
Q: what's your view about competition landscape with this sector? Q: which company in this sector will you buy and which to short
What do you think would be the most important drivers of your financial model (i.e. consumer, banks, utility)
Introduce your self. How are the markets doing right now?
What is a company you are looking at right now and why is it interesting?
Why equity research on the buy side?
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