Get access to insider tips for your next finance interview

You'll learn exactly how the finance industry works, how to standout in finance interviews, and how to get your dream job in equity research, investment banking or on the buy-side.

How to prepare for an equity research interview?

Read the newspaper (or a financial website) daily:

  • Prepare to talk about a recent M&A deal. Bonus points if the deal is in your sector. Also, form an opinion on whether the deal is in the interest of the shareholders or not.
  • The more you read the paper the easier it will become to discuss macro economic themes, which is crucial for any finance interview.
  • Monitor how the major companies in your sector have been performing. Did the earnings beat the street? Is the outlook strong? Any sector wide challenges/issues?

Prepare to talk about specific companies:

  • The most common question is: what would you buy?
  • Discuss specific catalysts and macro themes.
  • Bonus points if you can identify reasons to buy a specific stock that are not well-known to investors yet.

Form an opinion on where gold, oil and the U.S. dollar are heading:

  • Keep in mind that there is no wrong or right answer.
  • It’s all about your reasoning. You should support your answer with facts and analysis.
  • In most cases the interviewer will take the opposite side of the argument. Again, no wrong or right answer, so don’t back down.

Some points to keep in mind:

  • This might be a bit difficult at first, but always distinguish fact from opinion. Analyse the facts to arrive at an opinion.
  • Smile. You are selling your analysis and opinion. A smile shows that you are confidant and comfortable with your answers and you enjoy chatting about finance in general.