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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
What was one stock call that you got wrong?
Q: Pitch me a stock that you believe is undervalued and explain your reasoning using a data-driven approach.
Q: Explain a time you had to explain a complex technical concept to a non-technical stakeholder.
Tell me something about yourself?
Technical questions as well as behavior questions
Charlie is now one-half Pat’s age. In four years, Charlie will be two-thirds Pat’s age. Three years ago, Pat was one year older than Charlie is now. How old is Charlie now? You have a bucket of jelly beans. Some are red, some are blue, some are yellow, and some are green. With your eyes closed, you begin to pick jelly beans from the bucket. How many do you need to grab to be sure that you have at least three of the same (random) color? If three typists can type three pages total in three minutes, how many typists will it take to type 27 pages in nine minutes?
What do you know about the analyst's industry?
Pick a sector to be in right now
Give me a stock pitch.
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