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

What's your take and outlook on the current and short term economic environment? Which company do you follow? why do you think it's under/overvalued? what's its debt level? what do you think of the management of the firm? What's the impact on a firm's financial statements of environmental damage caused by that firm Tell me about a time you had to lead a team or project and confronted drama What do you think your typical day will be like once on the job? What would your former boss say when asked about your strengths and weaknesses? Tell me something about yourself that's not on your resume?
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Equity Research Summer Associate

Interviewed at Morgan Stanley

3.9
Feb 13, 2018

What's your take and outlook on the current and short term economic environment? Which company do you follow? why do you think it's under/overvalued? what's its debt level? what do you think of the management of the firm? What's the impact on a firm's financial statements of environmental damage caused by that firm Tell me about a time you had to lead a team or project and confronted drama What do you think your typical day will be like once on the job? What would your former boss say when asked about your strengths and weaknesses? Tell me something about yourself that's not on your resume?

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