Tell me about your investment thesis on Company X
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.
2,144 equity research analyst interview questions shared by candidates
What is WACC, DCF Valuation and ROE
Pitch me a stock that you're interested in
General questions on motivation and previous experience. AC tasks were very time-pressured and demanding. Good process.
Behavioural Questions followed by investment pitch (build model and buy/sell presentation)
Why BlackRock? Tell me something that's not seen on your CV.
How do you account for country risk premium during valuations? What are the most suitable valuation methods for companies operating in multiple industries?
Why investment research How did you learn about this role overcoming a challenge
Tell me about a time when you failed and how did you get over it?
If you were asked to choose between two stocks, what would you want to know?
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