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      Stifel Financial

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      Equity Research Associate Interview

      Jan 24, 2023
      Anonymous employee
      New York, NY
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through a staffing agency. The process took 4 weeks. I interviewed at Stifel Financial (New York, NY)

      Interview

      I interviewed during COVID lock down in 2020 ... I only had 2 video call interview. The interviews are designed to gauge your interest, personality and experience level. Some analysts will make you take a short modelling quiz.

      Interview questions [1]

      Question 1

      Do you like writing, because this job entails a lot of writing?
      Answer question

      Other Equity Research Associate Interview Reviews for Stifel Financial

      Equity Research Associate Interview

      May 8, 2025
      Anonymous Interview Candidate
      Toronto, ON
      No offer
      Positive experience
      Average interview

      Application

      I interviewed at Stifel Financial (Toronto, ON)

      Interview

      Interview with Analyst: sell them on your background and how you can seamlessly integrate into the early mornings if you come from outside of equity research. This seemed to be a key consideration for them.

      Interview questions [1]

      Question 1

      Familiarity with the coverage universe, ability to be up early and work long hours during quarters
      Answer question

      Equity Research Associate Interview

      Nov 25, 2020
      Anonymous Interview Candidate
      No offer
      Negative experience
      Difficult interview

      Application

      I applied through other source. The process took 2 weeks. I interviewed at Stifel Financial in Nov 2020

      Interview

      Initial 15 min phone call with senior analyst, asked basic common questions and a few easy accounting questions. Second phone interview with a mid level associate on the same team for about an hour asking background, accounting, and market questions. Third interview was on webcam, about 45 min asked heavy accounting, valuation, math, and brain teaser questions. The senior analyst was pushy, monotone, and unprofessional. Never would want to work for this team. They said things like “you’ll be working a lot of hours and a lot of it is just busy work”. “You’ll have to move to this city and we don’t help pay for relocation or give you any assistance, is that going to work for you?” Gee, what a great sell! The interviewer didn’t really show his true colors until the last interview. Wish I wouldn’t have ever wasted my time.

      Interview questions [5]

      Question 1

      How many degrees have passed on the clock at 3:15
      Answer question

      Question 2

      Something like 60% of sales go down 5%, how does that impact XYZ metric
      Answer question

      Question 3

      What makes a good company?
      Answer question

      Question 4

      Walk me through the financial statements
      Answer question

      Question 5

      Calculate cash flow from operations given net income, increase in a/p, increase in a/r, decrease in inventory, etc
      Answer question

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