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.

2,700 equity research analyst interview questions shared by candidates

Main interview, where questions towards the resume but focused on what I did besides my academic and professional career. They were really going for the soft skills. The random questions were really random: How do you put a giraffe into a fridge? Name three noble price winners (non of which won the category peace) HR interview (classic): Why UBS? Why banking? What was your last huge accomplishment? Concerning your personality, anything you would like to change - skill acquire? HR interview also changed languages in-between. Overall the question were easy to answer, if you know where you from and just talk about what you actually experienced in your life. Also if your quick and can keep the conversation alive by making sense out of your answer and respond. I would rate the interview difficult, as there is no real way to prepare for such an interview. I prepared for technical stuff needed to switch within seconds to the above described process.
avatar

Intern Equity & Derivatives

Interviewed at UBS

3.7
May 6, 2016

Main interview, where questions towards the resume but focused on what I did besides my academic and professional career. They were really going for the soft skills. The random questions were really random: How do you put a giraffe into a fridge? Name three noble price winners (non of which won the category peace) HR interview (classic): Why UBS? Why banking? What was your last huge accomplishment? Concerning your personality, anything you would like to change - skill acquire? HR interview also changed languages in-between. Overall the question were easy to answer, if you know where you from and just talk about what you actually experienced in your life. Also if your quick and can keep the conversation alive by making sense out of your answer and respond. I would rate the interview difficult, as there is no real way to prepare for such an interview. I prepared for technical stuff needed to switch within seconds to the above described process.

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