Equity Research Summer Associate
Status
Summer Associate Intern at
Group/Division/Type
Equity Research
City
San Mateo
Interviewed
April 2024
Overall experience
Difficulty
General Interview Information
Outcome
Accepted Offer
Interview Source
College / University / On Campus Recruiting
Length of Process
1-2 months
Interview Details
What did the interview consist of?
1 on 1 Interview
IQ / Intelligence Test
Personality Test
Please describe the interview / hiring process.
1st Round - On campus interview with a current Equity Research Associate of the firm. Was a lighter interview, asked about my investment philosophy, what experiences have led to that philosophy and why me
2nd Round (Final) - Superday at the San Mateo office. Met numerous analysts/PMs. The day consisted of a lunch with the PMs, 3 1-on-1 interviews, 1 2-on-1 interviews, and a final group case discussion. It was about 50% behavioral, 50% technical.
Advice: Prepare heavily on your investment philosophy and know current events along with broader economic implications. Also, keep a stock pitch ready, ideally long.
2nd Round (Final) - Superday at the San Mateo office. Met numerous analysts/PMs. The day consisted of a lunch with the PMs, 3 1-on-1 interviews, 1 2-on-1 interviews, and a final group case discussion. It was about 50% behavioral, 50% technical.
Advice: Prepare heavily on your investment philosophy and know current events along with broader economic implications. Also, keep a stock pitch ready, ideally long.
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