After submitting my application, I got a Hirevue video interview first. The questions were mainly a mix of why the role and why I wanted to work in equity research, plus some brain-teaser style prompts that were less about getting the “right” answer and more about how I was thinking.
A little later, I moved into a phone interview with an analyst. That conversation leaned heavily behavioral, but it also included a few analytical-style questions—things like market sizing or general aptitude prompts that tested my thought process. I remember feeling like the quality of the conversation depended a lot on who I got, and mine felt a bit unimpressed, focusing more on his own story than pulling details from me. It still wasn’t a trick process; it was more about fit, clarity, and keeping my answers grounded.
> 1 year
Average Positive United States
My process started with a first-round screening that quickly turned into both fit and fundamentals. I did a Hirevue first, and then I followed up with a phone interview with an equity research associate where it was mostly behavioral. They asked why I wanted the role and why I was interested in equity research, and I also got hit with a couple analytic prompts to see how I reasoned.
After that, the testing part showed up: I had multiple-choice and writing questions. The math section leaned into econ/probability style thinking and short timed reasoning, and then I had two separate written prompts that forced me to organize my thoughts clearly.
> 1 year
Average Positive Milwaukee, WI
My path was fairly straightforward but long enough that it tested my stamina. I went through multiple rounds involving analysts and coordinators, star…
> 1 year
Difficult Positive Chicago, IL
I had a Hirevue as the entry point, and it was short—about ten minutes—which made it feel unusually fast-paced compared to longer video screens I’d do…
> 1 year
Average Neutral Milwaukee, WI
I heard back fast from HR and got a 30-minute phone interview scheduled pretty quickly. The call felt straightforward and light on anything technical—…
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What to expect
Distilled from the reports
Initial Screening & Hirevue
The interview process begins with a Hirevue video interview that focuses on motivation for the role and the firm, along with some brain-teaser style questions to assess thought processes.
HirevueMotivationBrain-teasers
Phone Interview
Following the Hirevue, candidates typically have a phone interview with an analyst that is primarily behavioral but includes analytical prompts to evaluate reasoning skills.
BehavioralAnalyticalFit
Testing Component
Candidates will encounter a testing phase that includes math and writing assessments, emphasizing economic reasoning and clear communication under time constraints.
MathWritingTime pressure
Superday Structure
The final stage is an in-person superday consisting of several back-to-back interviews, focusing on both technical skills and personal narratives, including a stock pitch exercise.
SuperdayTechnicalStock pitch
Overall Difficulty & Preparation
The overall difficulty of the process is considered average to high, with a strong emphasis on preparation for both technical knowledge and articulating personal fit for the role.
DifficultyPreparationTechnical knowledge
Candidate Experience & Feedback
Candidates noted the importance of having a coherent narrative and being prepared for a variety of question types, with feedback indicating that the interviewers were generally friendly but focused on assessing fit and clarity.