Equity Research

Equity Research is a division within either a buy-side or sell-side firm which is responsible for the research used by the firm and its clients. The purpose of an equity researcher is to provide insight and detailed analysis into a company, entity or sector and this information is then used by investors to decide how to allocate their funds. Buy-side firms will then pay the equity research team for access to their information, and this is why equity research is a revenue-producing group for an investment bank. Equity Research can be thought of as a liaison between investors and corporations.

‍

Business Unit Overview

What is the Best Path to Break into Equity Research?
What are the Exit Opportunities for Analysts?
How Do Equity Teams Differentiate Reports?
How Do you Keep CEO/CFO Accountable During Earnings Calls?
What is the Typical Day for an Equity Research Analyst?
What Makes an Ideal Research Analyst?

Behavioral Interview Prep

Give a Time When There Was Conflict on Your Team.
Give a Time When You Had to Move Up the Learning Curve Quickly.
How Do You Keep Abreast of the Markets?
What is Your Biggest Weakness?
Where Do You See Yourself in 5 Years?
Why Equity Research?

Technical Interview Prep

Do You Think the Markets are Overvalued Right Now? Why or Why Not?
If You Had $100 Million, How Would You Invest It?
Make A Bear Case for the Stock Market.
Make a Bull Case for the Stock Market.
Pitch Me a Stock.
What Has Been Driving the Markets to Date?