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Equity Research Interview Prep

Equity Research Interview Prep

Our 93% Success Rate Speaks For Itself

Equity research and investment management roles are seeking people who are deeply passionate about the stock market and actively trade their own portfolios or follow market trends closely. Rather than asking for a single stock pitch like in investment banking, interviewers will often ask for 2 or 3 stock pitches, and often times a short pitch as well if the fund is a long-short fund.

In addition, interviewers will expect you to have an opinion on various different sectors and subsectors, as well as the overall market. They will expect you to have an opinion on interest rates, Fed tapering, overheated and undervalued sectors, and the sustainability of market trends both in the short term and the long term.

Interviewers will also probe your investment thesis in significantly greater detail than an investment banking or private equity interview. Thorough knowledge of the industry and its competitors are required, in addition to relative valuation and the factors influencing any discrepancies in relative valuation. Other factors like understanding the quality of management, evaluating the company’s positioning, and performing deep due diligence on their financials and customer base are expected as well.

Our coaching sessions will cover the following:

  • Build a through investment thesis which ensures all bases are covered
  • Perform due diligence on financials, customers, and competitors
  • Analyze and create multiple stock/sector pitches, and market opinions
  • Learn to create short pitches on overvalued stocks or sectors
  • Understand macroeconomic factors and form short term and long term opinions on sectors and the general market in various geographies such as North America, Europe, Asia, and Australia
  • Assistance with various valuation methodologies such as relative valuation and DCFs while providing strategic rationale for assumptions and discrepancies
  • Demonstrate your passion for investing and the equities market through your story and behavioral answers
 

At Finance Interview Coach, we can make sure you can demonstrate your knowledge about stocks, sectors, and the overall market in the greatest clarity while ensuring that all boxes have been ticked and that there are no weaknesses in your investment thesis. We have worked with and successfully placed professionals in sell-side equity research roles, buy-side equity research roles and public equities teams in pension funds.

Equity Research Coaching Packages

One Hour
Coaching Session
235
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Coaching sessions are customized to your needs.
Any materials reviewed during the sessions will be sent to you (financial models / templates, slide decks, case studies)
3 Hours
(6% off)
220
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Includes 3 hours of coaching, all materials from the above packages, as well as:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • 2 hour LBO case study
5 Hours
(13% Off)
205
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Includes 5 hours of coaching, all materials from the above packages, as well as:
  • Paper DCF
  • Paper LBO
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 1 corporate development / FP&A case study
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
8 Hours
(19% Off)
190
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Includes 8 hours of coaching, all materials from the above packages, as well as:
  • DCF case study in restaurant industry
  • Venture capital case study
  • 2 hour LBO case study
  • Complex LBO case study in software industry. Incl. quarterly modeling, waterfall structures, & liquidation preference
  • Complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
10 Hours
(26% Off)
175
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Includes 10 hours of coaching, all materials from the above packages, as well as:
  • Short LBO case study in restaurant industry
  • Short LBO case study in software industry
  • Real estate paper LBO
  • Real estate private equity case study for nursing home company
  • Real estate private equity case study for retail property
  • 2 corporate development / FP&A case studies
  • 1 long complex LBO case studies in the sporting arena industry with 50-70 slides in CIM with PPT and Excel solutions
  • Complex LBO case study in the car washing industry with Excel modeling and Word memo component with solutions

Our Coaching Methodology

Investment Thesis Deep Dives

All aspects of investment theses on various long or short stock pitches will be probed, simulating how a portfolio manager would question you in an interview; including the types of questions asked in earnings calls by sell side analysts.

Customized Interview Questions

Fully customized mock interview consistent with the style of the equity research role you are applying to, including questions about sectors trends, valuation, and macroeconomic factors driving these trends. A strong emphasis will also be placed on behavioural questions to ensure that your passion for investing is self-evident.

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement

Our Coaches

Schedule Your Consultation Now!

Call Structure:

After understanding your goals and background, we will provide a tough, realistic mock interview simulating how a portfolio manager would probe every aspect of an investment thesis. We will also test your ability to provide several stock pitches, sector opinions, and macroeconomic stances. Finally, strong emphasis shall be placed on how you tell your story and whether you are demonstrating your passion for investing to the most effective degree.

Furthermore, we will test you from a list of curated questions that have been asked in equity research interviews.

Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.