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.

2,708 equity research analyst interview questions shared by candidates

At Ontario Teachers’ our values are the foundation of how we work together. They are the beliefs that guide our decisions and actions. We value ourselves in being Inclusive, Performance-driven, Curious, Agile, and Courageous. Is there one or two that you can identify with and why?
avatar

Private Equity Intern

Interviewed at Ontario Teachers' Pension Plan

3.8
Feb 4, 2023

At Ontario Teachers’ our values are the foundation of how we work together. They are the beliefs that guide our decisions and actions. We value ourselves in being Inclusive, Performance-driven, Curious, Agile, and Courageous. Is there one or two that you can identify with and why?

How do you see yourself in 5 years? How your current line manager would describe you? What programming languages do you feel the most comfortable with? What is your personal preference between ETFs and Mutual funds? If a client asks to come up with a new tech index, what would be your ideas?
avatar

Equity Index Development Analyst

Interviewed at Solactive

3.5
May 20, 2021

How do you see yourself in 5 years? How your current line manager would describe you? What programming languages do you feel the most comfortable with? What is your personal preference between ETFs and Mutual funds? If a client asks to come up with a new tech index, what would be your ideas?

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