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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.
2,700 equity research analyst interview questions shared by candidates
Expected outcome of a roll of a fair die,
Some basic probability, at least one on Bayes theorem, expected value. Other questions were related to investments, specific ratios, or effects of changes e.g if x rose what would happen to y To be honest, it was one of my most favorable pre employments tests as it tested on things I had studied. If you know markets and equities I'm sure you'll come out all good.
Whats the value of something with X probability to be worth X
How did you decide on your major
What is one stock that you view as favorable today?
behavioral, expected return, pricing options
Talk about your summer experiences
Some questions had to do with financial markets, some with statistics.
draw five cards from a randomly shuffled deck. What is the probability that those five cards are in either ascending or descending order?
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