Relative valuation, company profiling, investment thesis
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
Introducing yourself. What is EPS? Commercial Paper and Bonds difference . Solvency Ratio with example. Split Stock and Dividend Stock. Money Market instructions. What is zero coupon bond. Reserve and Surplus. Liquidity Ratio with example. What is Finance Leverage and Operation Leverage Difference between depreciation amortization and impairment How do you keep motivation if you keep on doing the same job. Your Strength and Weakness. Be well read about the above question and anything everything relating to the above question. If you say eps = Net Profit/ Outstanding Commons Stock. You should know what is included in common stock.
What do you know about the fundamental and technical analysis ?
It wasn't really a question, it was a case study. The case study presented a portion of a 10-K, and you were expected to analyse the company and provide a recommendation. You were given 1.5 hours to complete the assignment.
Why Milwaukee? Why Baird? Pitch me a stock. Biggest strength/weakness Walk me through the three financial statements How do you feel about writing?
Tell me about a stock you are following.
Asked to pitch a stock
Walk me through your resume, why are you interested in equity research, stock pitch, what sector would you be interested in covering
How long would it take to drive from X to Alaska?
Tell me about a stock you follow? What are the drivers? Risks? Upside or downside scenarios?
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