Equity
Equity is ownership in companies, most commonly in the form of stocks. When someone works with equities, they're dealing with buying, selling, analyzing, or managing company stocks and related investments. Think of it like owning a small piece of a company. Investment professionals use the terms 'equity,' 'stocks,' and 'shares' interchangeably. These professionals help clients make money through smart investment decisions, whether for individual investors, big companies, or retirement funds. This field is different from bonds (which are more like loans) or real estate investments.
Examples in Resumes
Managed $50M Equity portfolio for high-net-worth clients
Conducted Equity research for technology sector Stocks
Led team of five Equity analysts covering emerging markets
Developed Stock selection strategies for institutional Equity portfolios
Typical job title: "Equity Analysts"
Also try searching for:
Where to Find Equity Analysts
Professional Organizations
Job Boards
Professional Networks
Example Interview Questions
Senior Level Questions
Q: How do you develop an equity investment strategy?
Expected Answer: Should explain the process of creating an investment approach based on client goals, risk tolerance, and market conditions. Should mention portfolio diversification, research methods, and risk management strategies in simple terms.
Q: How do you handle market volatility in equity portfolios?
Expected Answer: Should discuss strategies for protecting investments during market ups and downs, including diversification, regular portfolio review, and clear communication with clients about risk management.
Mid Level Questions
Q: What factors do you consider when analyzing a company's stock?
Expected Answer: Should mention looking at company financial health, industry position, management quality, and market conditions. Should be able to explain these concepts in simple terms.
Q: How do you stay updated with market trends and news?
Expected Answer: Should discuss using financial news sources, company reports, market analysis tools, and professional networks to stay informed about market changes and opportunities.
Junior Level Questions
Q: What's the difference between growth and value investing?
Expected Answer: Should explain that growth investing focuses on companies expected to grow faster than average, while value investing looks for undervalued companies, using simple examples.
Q: How do you read basic financial statements?
Expected Answer: Should demonstrate understanding of income statements, balance sheets, and cash flow statements in simple terms, explaining how they help in stock analysis.
Experience Level Indicators
Junior (0-2 years)
- Basic financial statement analysis
- Understanding of stock markets
- Research report writing
- Basic Excel modeling
Mid (2-5 years)
- Detailed company analysis
- Portfolio management basics
- Client relationship skills
- Advanced financial modeling
Senior (5+ years)
- Investment strategy development
- Team leadership
- Complex portfolio management
- High-level client relationships
Red Flags to Watch For
- No understanding of basic market concepts
- Lack of attention to detail in financial analysis
- Poor understanding of risk management
- No knowledge of regulatory requirements
- Inability to explain investment concepts simply
Related Terms
Need more hiring wisdom? Check these out...
When Your Team Sells You Better Than Marketing Ever Could: The Power of Employee Advocacy
Diversify Your Interview Panels: Unleashing the Power of Inclusive Hiring
Human Capital Operational Excellence: Unlocking Your Organization's Potential
