If you were asked to choose between two stocks, what would you want to know?
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.
2,629 equity research analyst interview questions shared by candidates
Why buy-side?
ask about how do you track the market; what is your investment process? how do you learn from MBA
What is an example of a problem you have overcome?
How would you invest 100.000 pounds?
Q1: Do you know how to calculate EV/free cash flow/PE? Q2: Could you recommend a stock to me and tell me the reason why you recommend? Q3: Do you know some company’s allocation strategies?
Basic personality-related questions and some technical
What's the difference in P/E and EV/EBITDA?
What would be your choice of HK stocks and why?
Overall Stock pitch
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