Equity Methods Investment Analyst Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 16 interview experiences · FREE TO READ
Candidate interview experiences
First-hand accounts from people who interviewed at Equity Methods.
Equity Methods
Valuation Associate
Entry Difficult Negative experience No offer 1 round
Interview process
Take home Technical screen Background check
Interview formats
Technical Behavioral Other
Before they even consider interviewing you, they make you do a personality assessment and a PLI test that covers math, logic, and reading. About a week after that, I got called in. They put me in this freezing room and made me take the PLI test again before they’d even start asking questions. Then, two sets of interviewers came in. One group was nice, but the other was super rude. The rude ones hit me with a bunch of pointed and awkward questions. They asked if my credentials were legit and how many hours I’d actually work. They seemed to be trying to get under my skin, acting unimpressed with my answers and constantly cutting me off with weird follow-up questions. It was pretty wild; one interviewer spilled coffee and had to leave to clean it up, while the other was playing with their hair the whole time I was talking. I didn't get a callback for a second interview, and honestly, I wouldn't have taken it anyway.
Confirmed questions3 questions
- Can you recite the Black Scholes formula?
- What is the maximum number of hours you are willing to work per week?
- Are you sure your credentials are legitimate?
Equity Methods
Valuation Associate
Senior Difficult Positive experience No offer 4 rounds
Interview process
Phone screen Take home Group Onsite
Interview formats
Technical Group Case
The interview process had several parts. First, a phone screening. Then, some online tests. After that, a group interview, followed by a case study interview. All parts of the interview process were challenging, and they really dug into technical details related to the job. They asked about things like how black-scholes can be used in valuation in a practical scenario, a lot of technical questions related to your education, and many scenario questions too.
Confirmed questions3 questions
- Regarding Tesla and GM, which stock would you choose to obtain a put option?
- What adjustments would you make to the parameters in the Black-Scholes model to achieve a desired output?
- How do you make a selection between superior models when employing econometrics?
Equity Methods
Valuation Associate
Mid Difficult Positive experience No offer 2 rounds
Interview process
Technical screen Onsite
Interview formats
Technical Case Behavioral
The interview process included a technical interview followed by a case interview, both conducted online. There were fewer behavioral questions than in typical interviews. They asked about my experience and my motivation for applying to this company.
Confirmed questions2 questions
- Can you explain the valuation of an option?
- What factors affect an option's value?
Equity Methods Investment Analyst Interview Questions
Quoted word for word from Equity Methods interview reports.
“What factors affect an option's value?”
Read reports →“What's the angle between the clock hands at 3:30?”
Read reports →“What is Monte Carlo simulation?”
Read reports →“Regarding Tesla and GM, which stock would you choose to obtain a put option?”
Read reports →“Can you explain the valuation of an option?”
Read report →“Can you explain what a call option is?”
Read report →“Can you recite the Black Scholes formula?”
Read report →“Can you explain in detail how changes in stock volatility or dividends impact option pricing?”
Read report →“If you had to choose between a startup and a stable company, which one would be a better candidate to buy a put option on, and why?”
Read report →Formats, difficulty and experience
Across all 16 Equity Methods interview reports.