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

Behavioral: 1. Why KeyBank/Pacific Crest? 2. Tell me about yourself 3. How did you get to this point? 4. What do you do outside of school/job? (interests) Critical: 1. How did you choose your college? 2. How did you choose your major? 3. What would you do if you have limited time but had to do 2 tasks? What would you do if you absolutely can't finish one of them on time? 4. Case: You pretty much present your findings and conclusions. Be concise and on-point. 1. What stocks (preferably tech sector but I talked about a biotech one) do you see interesting these days? 2. What do you do when you evaluate stocks?
avatar

Equity Research Associate

Interviewed at Pacific Crest Securities

3.6
Dec 14, 2015

Behavioral: 1. Why KeyBank/Pacific Crest? 2. Tell me about yourself 3. How did you get to this point? 4. What do you do outside of school/job? (interests) Critical: 1. How did you choose your college? 2. How did you choose your major? 3. What would you do if you have limited time but had to do 2 tasks? What would you do if you absolutely can't finish one of them on time? 4. Case: You pretty much present your findings and conclusions. Be concise and on-point. 1. What stocks (preferably tech sector but I talked about a biotech one) do you see interesting these days? 2. What do you do when you evaluate stocks?

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