How to Pitch a Stock for Citi Equity Research Interview
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 27 March 2024
⏱️ 20 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Do you know how to pitch a stock in an interview? |
| 0:04.0 | Today we're going to show you how to stick around to see how an MD from Citibank Equity |
| 0:09.1 | Research would answer that question. |
| 0:15.1 | If you're applying to equity research, investment banking, or just any market-based or buy-side-based |
| 0:23.1 | rules, you should be prepared to pitch your interviewer a stock or two. |
| 0:28.1 | Today we have Craig Irvine. |
| 0:30.1 | He was formerly managing director in equity research at City, and he's going to show us how |
| 0:36.1 | he'd answer some of the most common interview |
| 0:38.6 | questions that was actually submitted to us on the Wall Street Waste's company database for Citibank |
| 0:43.9 | Equity Research specifically. So watch as he answers some of these toughest interview questions, |
| 0:50.2 | including how to pitch a stock. Hi, Craig. Welcome to the interview. Thanks for having Thanks, Sandy. Nice to meet you. Yeah. And thank you for taking the time because I know you're a really busy man. So for the purpose of this, would you give our audience a quick introduction about your background and particularly in equity research? Okay, sure. I spent a number of years in equity research. I started out covering banks. Most of it was in Asia. My first job was actually in Hong Kong. And I did that for a couple of years. And then I switched to cover telecoms for a number of years. And then I was ahead of research in for Asia for Daiwa capital markets for about three years. I left that about 10 years ago and since then have been working mostly with private companies |
| 1:32.3 | and other different analytical type roles effectively working for private credit underwriting |
| 1:38.3 | and family office P-E type investing. |
| 1:43.3 | So I came into equity research largely because towards the end of business school, I just |
| 1:50.4 | figured out it was a great combination for me. |
| 1:54.3 | You know, I'm very analytical and very quantitative, but I also love sitting across the table |
| 1:58.7 | talking to people. |
| 1:59.6 | I like presenting ideas of different things, |
| 2:03.0 | whether big ideas or small ideas, both. |
| 2:04.9 | And I realized that that was actually a really good fit for me personally. |
| 2:08.2 | So that's why I said, well, that. |
| 2:10.1 | Awesome. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Wall Street Oasis, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Wall Street Oasis and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

