Expect to answer these equity research questions if you are going for a job

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Question from a YouTube subscriber: “What questions should I expect to answer in an equity research interview?” Alright let me give you some equity research questions to get you started thinking as you prepare for the big day.

There are two main categories of job search questions: behavioral and technical.

List of equity research questions

Why do you want the job?

What is your view of inflation and how it affects companies?

What sectors are most impacted by the recent halt of rate hikes? For good? For bad?

What are the most important metrics you look at when valuing a company?

What is an example of a time when you were able to take leadership of a challenging mission?

What do you think of the most recent jobs report? What does it mean for the economy?

How do you handle it when there is a team member who is not cooperative?

This is just a start, hopefully it gave you an idea of the types of equity research questions you should expect them to ask you.

Get your dream job!

If you want my help on a one-on-one basis, let’s set up some time for a consultation!


If you haven’t read the Interview Kit yet, check it out below. I’m also available for consulting on a hourly basis if you need additional support.

You could also sign up for my equity research newsletter.

Equity research interview kit book cover


It’s not a long e-book, but there’s alot you can learn and it’s based on my real experiences back when I worked in equity analysis at Lehman etc..

This kit will teach you:

  • What to do before the interview – what information to gather, what research you should be doing, and what speaking points to prepare
  • How to rebut back when you get stuck in an interview
  • Why the people matter and how to increase your chances of success with the decision makers
  • How to display maximum value as a candidate by how you respond to their questions
  • What your social media should look like while you are interviewing
  • How to ask the right questions during an interview
  • What to do if the interview doesn’t go the way you want it to
  • How to open an interview correctly
  • Interview closing techniques – how to get control and operate from a position of strength throughout the interview and especially at the end when it counts
  • What to do after the interview to increase your chances of success


Thanks for reading!


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