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

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

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!

CONTACT ME

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

READ IT

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

READ IT

Thanks for reading!

-Sara

Any questions? Send 'em in!

RELATED POSTS

Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »
Uncategorized

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

Read More »