Credit Suisse HOLT Analyst question

Hi guys,

Thank you for taking a look at my discussion.

Has anyone in the past had an interview for Credit Suisse Equities HOLT Analyst for Investment Strategy/Sector Specialist position? If you did, what kinds of questions were being asked? Are they more technical than behavioral? If technical, what questions did they ask? If you were/are an analyst, what do you do on a day-to-day basis? How are the hours like? How about salary and bonus?

I would very much appreciate it if you can throw some information .

Thank you.

8 Comments
 

Just had an interview about three weeks ago. It is definitely a mix of technical as well as behavioral. I was asked to pitch a stock in addition to an excel test. Also I was asked a variety of basic finance questions(WACC, CAPM, etc.) which can be found in any vault guide. Questions about how changes in certain accounts affect the financial statements also came up.

In pursuit of four monitors...
 

Hi. Iam very interested in this position. Did you apply through OCR or through connection? I am just not able to find the posting online. I know about the position because a friend of mine is an incoming HOLT analyst at Credit Suisse.

 
Best Response

I realize this reply is getting to the OP too late, but I've interned at CS HOLT in the SS role. This was a few years back, but:

-They want geographic flexibility -Knowledge of financial accounting up thru intermediate (fin reporting & analysis II if you're at NU) -Want to see if you understand the many ways corporate accountants manipulate financial results and how an analyst can fix this. Lots of the job involves poring over notes in the 10-Ks to deconstruct then reconstruct the financial statements, which you then value using a DCF model (typically using their HOLT Lens valuation tool) -Demonstrable "passion for the markets" - be able to pitch a stock and support your rationale. They likely will drill into your reasoning and challenge you. Don't relent, support your investment thesis. -Some familiarity with valuation. The HOLT model is basically a more complete version of EVA, but at heart it's a DCF model with lots of accounting adjustments. -Oral communication and writing skills are vital -Talk up the benefits of the HOLT product and model versus traditional DCF valuation (see website) -Have strong knowledge of Excel (no VBA needed), Access, and Bloomberg + Factset -They want social kids that will go out to the bars with them (in the office I was in, at least). Expect a "what do you do on the weekend" question

Those are the aspects to the interview that nobody else here covered. But the other posters were on point re: the technicals and behaviorals being the typical ones.

No excel/modeling exam that I encountered At NU, 1st interview is "real" and 2nd was an offer

 

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