what is your view on the market? Which stock would you recommend?
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.
2,141 equity research analyst interview questions shared by candidates
Can you pitch [company of candidate's choice] to us as if we were an investor? How do you think about commercial potential, financial forecasts and valuation? (I had a presentation prepared in advance)
Walk me through your resume; Specific question about the last internship;
What is the difference between levered and unleverred Beta?
Pitch me 3 stocks. Why Stifel? Why should we pick you?
What makes a good company?
Self-introduction, pitch a stock and follow-up questions, why switch to equity research after experience in macro research, understanding on the specific industry that the team study on, question about time available for the work
Why this sector? Your experience in this sector
What do you know about the equity market?
Tell me about yourself - what did you do at X Y Z previous internship/club experience
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