Equity Research Interview Preparation | Sell-Side & Buy-Side Equity Research

Описание: Equity Research Interview Preparation Guide by candimentor

This video is a complete interview preparation guide for Equity Research roles across sell-side and buy-side firms. Designed for analyst and associate-level interviews, candimentor explains how equity research actually works in the real world — not just accounting theory or shortcut valuation formulas.

The session covers how interviewers expect candidates to think about company fundamentals, financial modeling, valuation, industry analysis, earnings interpretation, stock pitching, and risk assessment. Topics include building models from scratch, revenue forecasting, DCF and multiples valuation, competitive positioning, earnings analysis, capital allocation, ESG considerations, and communicating investment ideas clearly and convincingly.

If you are preparing for Equity Research interviews at investment banks, brokerages, asset managers, or hedge funds, this guide helps you structure answers logically, explain assumptions clearly, and demonstrate real analyst thinking — not memorized responses.

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#candimentor #EquityResearch #Finance #InvestmentBanking #BuySide #SellSide #Valuation #FinancialModeling #StockPitch #InterviewPreparation

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Timestamps
0:00 – Introduction to equity research interviews
1:03 – Role of an equity research analyst vs investment banker
1:56 – Building a financial model from scratch
2:36 – Revenue modeling across industries
3:20 – Intrinsic valuation using DCF
4:02 – Selecting peer companies for relative valuation
4:36 – Preparing an equity research initiation report
5:12 – Earnings beat but stock falls: analysis
5:48 – Top-down vs bottom-up analysis
6:16 – Competitive positioning analysis
6:42 – Purpose of management meetings
7:10 – Incorporating macroeconomic trends
7:45 – Historical analysis and red flags
8:18 – Forecasting operating margins
8:49 – Declining revenue but rising EPS explained
9:20 – Capital allocation evaluation
9:50 – Working capital impact on free cash flow
10:18 – Sensitivity and scenario analysis
10:47 – Industry-specific KPIs
11:18 – New competitor impact on thesis
11:48 – Interpreting management guidance
12:19 – Valuation multiples across sectors
13:17 – Analyzing earnings releases
14:00 – Preparing for earnings calls
14:34 – Evaluating M&A announcements
15:19 – Buybacks, dividends, and capital structure
16:01 – Detecting earnings manipulation
16:36 – Low P/E: undervalued or value trap
17:18 – Risk factors in equity research
17:53 – Estimating WACC
18:31 – Covering cyclical industries
19:03 – Regulatory change impact
19:42 – Insider transactions and ownership trends
20:16 – ESG and equity valuation
20:51 – Terminal value assumptions
21:27 – Writing a compelling stock pitch
22:05 – Stock drops 20%: immediate response
22:35 – Managing multiple companies
23:06 – When an investment thesis is wrong
23:38 – Alternative data in equity research
24:17 – Presenting research to clients
24:48 – Final wrap-up and interview advice