Equity Analyst Interview Questions

4,776 equity analyst interview questions shared by candidates

FCFF, FCFE, EV, cost of equity (capm) talk about/pitch a stock (read research reports/ current news on 1-2 stocks) latest happenings in any particular sector hypothetical questions of financial statements, ratios etc.
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Equity Research Associate

Interviewed at J.P. Morgan

3.9
Sep 9, 2022

FCFF, FCFE, EV, cost of equity (capm) talk about/pitch a stock (read research reports/ current news on 1-2 stocks) latest happenings in any particular sector hypothetical questions of financial statements, ratios etc.

1) Please describe your direct experience managing an institutional investment portfolio and at what level of assets. Examples of acceptable experience would include direct management of a portfolio of securities, management of a portfolio of managers/funds. Include in your discussion the asset class (and sub-asset class, if appropriate) in which your expertise lies and the benchmark used to measure your performance. 2) As a fiduciary to a public pension fund, you are expected to avoid all real or potential conflicts of interest, forgo using opportunities for your own benefit, and refrain from all types of self-dealing. Describe how this fiduciary obligation would come into play in your daily work environment at TMRS or you may use specific examples from your current or past work experience. 3) Explain in detail the steps you take in your due diligence/research process to enable you to make an investment decision in your portfolio. Please describe the level of discretion and/or judgement you have had the authority to exercise. 4) Please answer this question in 5 sentences or less: After whom would you most like to pattern your career after and why?
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Public Equity Analyst

Interviewed at Texas Municipal Retirement System

1.7
Mar 1, 2020

1) Please describe your direct experience managing an institutional investment portfolio and at what level of assets. Examples of acceptable experience would include direct management of a portfolio of securities, management of a portfolio of managers/funds. Include in your discussion the asset class (and sub-asset class, if appropriate) in which your expertise lies and the benchmark used to measure your performance. 2) As a fiduciary to a public pension fund, you are expected to avoid all real or potential conflicts of interest, forgo using opportunities for your own benefit, and refrain from all types of self-dealing. Describe how this fiduciary obligation would come into play in your daily work environment at TMRS or you may use specific examples from your current or past work experience. 3) Explain in detail the steps you take in your due diligence/research process to enable you to make an investment decision in your portfolio. Please describe the level of discretion and/or judgement you have had the authority to exercise. 4) Please answer this question in 5 sentences or less: After whom would you most like to pattern your career after and why?

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