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

Who are the main competitors of the Ardian in the secondary market? What are the drivers of the Secondary market? Please walk me through the bridge from EV to Equity Value? What are the different valuation methods? How would you determine which one is the most relevant?
avatar

Private Equity Analyst

Interviewed at Ardian

3.7
Feb 27, 2022

Who are the main competitors of the Ardian in the secondary market? What are the drivers of the Secondary market? Please walk me through the bridge from EV to Equity Value? What are the different valuation methods? How would you determine which one is the most relevant?

Phone interviews are an easy way to screen job seekers. In just a few quick questions, phone screeners allow you to vet a candidate and make sure they are a strong match skill-wise before you decide to invest further time in them. At this stage, you'll want to focus on high-level questions to make sure they meet the requirements of the role.
avatar

Private Equity Fund Analyst

Interviewed at Bank Alfalah

3.9
Mar 2, 2021

Phone interviews are an easy way to screen job seekers. In just a few quick questions, phone screeners allow you to vet a candidate and make sure they are a strong match skill-wise before you decide to invest further time in them. At this stage, you'll want to focus on high-level questions to make sure they meet the requirements of the role.

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Glassdoor has 2,700 interview questions and reports from Equity research analyst interviews. Prepare for your interview. Get hired. Love your job.