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WSO Hall of Fame: Equity ResearchThe Wall Street Oasis Equity Research Hall of Fame provides a comprehensive collection of some of WSO's best discussions on the equity research industry. Keep in mind this Hall of Fame does not include Q&A sessions by WSO veterans. To view a full list of Q&A’s & Interviews please n...
WallStreetOasis.com
08 months 3 days ago
0
How easy is to change sectors when you become an ASO?So I wanted to change sectors because the coverage universe in my current role is in secular decline. I wanted to do Software/Internet, primarily because its interesting but also really helpful for my career long term. Wanted to know how to set myself up for that? ...
ar169
014 sec ago
+7
2017 ER BonusesWe are nearing that fateful time of year when numbers discussions take place. There are already a couple of these out there for IBD/S&T so let's round it out with ER. Let's keep this pretty simple and straightforward: Bank: BB/MM/EB/etc. Bonus: in USD. Also denote whether or not it's a stub. Bas...
Street Smart
524 hours 25 min ago
0
3 statement dynamic model with projections templateHi Guys, I am in third round equity research interviews and have to put together a 3 statement, dynamic, financial model that is capable of doing not only historicals obviously but projections. Problem is, my group never uses these type of models. Does anyone have a template they could pm me (or ide...
arya180
131 day 5 hours ago
0
Magellan Research Group--Anyone know anything about it? Greetings, I've been a lurker on this forum for years and have gleaned some great advice from it--now I decided I would ask a question of my own. Sometime ago I applied to an Analyst position at Magellan Research Group through a school job board and they just reached out to me to schedule and interv...
SMU843
21 day 13 hours ago
+1
First equity research report ever writtenWhen was the first ever equity research report written? Does someone has any clue? I am really interested in the history of equity research. Stocks started trading in the 17th century but ER only seems to have started in the post-world war II war. Was there really nothing in between? Any suggestion ...
bakura2121
11 day 14 hours ago
0
Do Financial Analyst careers prefer Accounting or Finance Majors?I want to be a financial analyst, however i do not know if they prefer accounting or finance major graduates? ...
OmarO3
32 days 2 hours ago
0
Big 4 Audit career changeI'm a CPA with 2 years of big 4 audit experience - I'm looking to make the switch into either 1) ER at a boutique firm 2) PM at or 3) Transaction Advisory w/in the same Big 4 firm. I've had phone interviews / discussions with each. Overall, I'm pretty unfamiliar with the financial services industry...
Trot Nixon
This topic has been moved
0
Junior Research Analyst KnowledgeI'm about to interview for a FT junior research position at a BB and was wondering how much accounting knowledge I am expected to know? I read the Rosenbaum book on investment banking and have looked through SEC filings as well as watched YouTube videos on accounting. Would you guys say that's enoug...
sonnypatel
12 days 17 hours ago
+1
How many companies do you know?Hi all, I'd like to hear a few numbers about how many companies you cover on a regular basis, how many companies you get to know per year (which means you know them so that you could recommend the company for investing). And, do you think it is efficient to get know as many companies you can - let's...
hedgetrader
103 days 14 min ago
0
ER Industry SwitchI'm fresh out of college. Interned at a buy-side firm before covering internet stocks. Found the industry fascinating but ended up with an offer covering big pharma at a boutique sell-side shop. Not sure if the industry is my cup of tea, though it may grow on me later. Just curious if it's possible ...
cobikkk
23 days 26 min ago
+1
Which interesting company to analyze? Hi all! I am submitting an application for an ER position and my contact told me to stand out by submitting a brief analysis of any company without going into too much math. I'm thinking of doing something like SWOT, comps, targets, technicals, recommendation. Can you recommend an interesting and le...
pl.fg
73 days 6 hours ago
0
unlever beta with preferred stockDear all, My query is the following (hope one of you could help): I'd like to take into account preferred stock when unlevering equity beta & then relevering the asset beta to a new equity beta, appropriate to the target cap. structure. If I pick Hamada hypothesis (existing tax shield & null...
ManoftheShadow
03 days 21 hours ago
+1
Most Important Bible Verse in BusinessStore locations may become unsuitable due to, and our sales volume and customer traffic generally may be harmed by, among other things: economic downturns in a particular area;competition from nearby retailers selling similar apparel or accessories;changing consumer demographics in a particular mark...
George Kush
74 days 28 min ago
+3
Moelis Young Leaders Diversity ProgramJust an FYI, saw this come across my feed on LinkedIn and thought some of you could take advantage: Calling all sophomore undergrads in the US! Moelis is pleased to announce its inaugural Young Leaders Diversity Program. This hands-on and immersive program gives sophomores an opportunity to spend th...
WallStreetOasis.com
44 days 8 hours ago
0
Equity research reports - BB technology TMT industry reportsmsg me if you would like copies - comprehensive industry reports - full length ...
wallstreet_hacks
185 days 1 hour ago
+1
Would anyone have a FIG model?That they could share, of course. I appreciate any generosity. ...
Jim Cutler
65 days 13 hours ago
0
Analyst reports for education/knowledge sector?Hi all, Does anyone know of any good analyst reports for the education/knowledge sector? I'm interested in learning more about the ed/knowledge sector: K12, Higher Ed, Corporate/Vocational Training. Edtech, ed services (publishing, etc.). I hope to keep up to date going forward. If this isn't the ri...
a7b9c13
35 days 13 hours ago
0
How to prepare for your first job as an equity research analyst at a long-only boutique investment fundHere's my background: I have an BA in economics and MSc in investment. Right now, I'm interning at an investment bank. In 2 weeks, I'll start my first full time job as a buy-side equity research analyst. I was an entrepreneur, so understanding a business from operational perspective is relatively ea...
ef_
36 days 2 hours ago
+1
Activision Blizzard - Net effect from deferral of net revenues and sales forecastHello everyone, I am an Equity Valuation masters student and I am at the moment valuing Activision Blizzard. I noticed in some analyst reports that they do not include the net effect from deferral of net revenues in their revenues forecast. I wanted to ask if anyone know why they not include that va...
nearr
56 days 3 hours ago
0
Activision Blizzard Capital Structure. WACC or APVGood morning, I am at the moment trying to value Activision Blizzard. I did some research with regards to which method I should use to value the company, either WACC (DCF) or APV. In my studies, I found that WACC should be used if the firm keeps a relatively constant capital structure or if the firm...
nearr
16 days 3 hours ago
0
Semiconductors Hi, does anyone have any good resources or primers on the Semiconductor sector? thanks appreciate it. ...
SelectStar
01 week 1 hour ago
0
What sectors are covered by Morgan Stanley ER?Just doing research on the different BB's ER departments and couldn't find information as to which sectors MS covered. ...
aintnothang
21 week 6 hours ago
0
Tips for non finance student having a GS GIR superdayI've got a GIR assessment centre for the work placement scheme coming up soon. Some tips would be really helpful, as I haven't had the background of economics or business students. So far i've only had one internship in an ER department, revised DCF, financial statements and ratios from a module i'v...
jlasl31
01 week 6 hours ago
0
Equity Research Associate Salary? - Canada Hi everyone, I was going through the forum threads looking for research associate salaries specific to Canada, but didn't seem to find anything that wasn't dated or too general (not firm specific). I like to think that I have a pretty good idea of what the average base and bonus are for a first yea...
prokofiev
151 week 3 days ago
0
Hottest Equity Research Sector to join in 2017Which equity research sector is hot in 2017? i.e. expanding more and in need of new Equity Research Analysts ...
rlouc
41 week 4 days ago
0
Audiobook Industry PrimerAnyone have any good audiobooks on learning about literally any industry? Trying to be more well rounded and I'm trying to find an industry primer type book that I can listen to. ...
SuperMike19
01 week 4 days ago
+1
Should stock pitches be for the sector interviewing for?Maybe it seems like a silly question, but I have a couple interviews for associate level positions next week and I'm wondering if my pitches should be for the sector I'm interviewing for to show interest in the specific industry. Or is choosing a stock in another sector better since the analyst may ...
Interviewee08422
81 week 5 days ago
0
GS GIR Interviews - how many rounds?Would appreciate if someone could shed some light on GS' GIR interview process regarding junior candidates By junior I mean post-graduate FT positions ...
vernge01
21 week 5 days ago
0
SB for Healthcare/Pharma/Biotech Industry PrimersI am looking for some healthcare/pharma/biotech primers, primarily from BBs. If anybody can provide copies of the most recent editions, particularly Deutsche Bank's "Global Pharmaceuticals: Pharmaceuticals for Beginners", they will receive 2 SBs for each primer. PM me please if you have any primers....
ikemblem
511 week 5 days ago
0
CPA or MS in Finance/CFA?I've been curious about this for awhile, and I thought Wall Street Oasis might provide some good insight. I graduated with a B.A. in Finance in May 2016, and I was lucky enough to find a good job as a compliance consultant/officer for a major financial firm. However, I know I have a ceiling in this ...
ryanfze55
01 week 6 days ago
0
Decision HelpI'm an MBA at top 5, selecting a 1st year internship. No direct investing background. I need to help choosing between BB ER (ER) in New York and Mutual Fund in Tier Two city(buyside). Ultimately, my goal is to go buyside, and really drawn to the idea of New York. Am I shooting myself in the foot by ...
theoriginalkmoney
31 week 6 days ago
0
Series 7 and Series 63I recently got offer for equity research. As part of the position, I am required to take the Series 7 and Series 63 exam. How should I prepare for these exams? Are there any good exam prep materials I should use? ...
lazarus
302 weeks 1 day ago
+1
3 statement financial model templateDear all, I got past my second round interview for equity research associate position, and they have sent me an assignment to do. I was wondering if anyone had a dynamic 3 statement financial model that they would be so kind as to let me see. I want to make sure that I am doing everything right, and...
afthomps
712 weeks 1 day ago
+1
Should this oil & gas engineer get his CFA?I recently accepted an offer to work for a mid-size investment bank as an associate on their E&P Equity Research team. Previously, I spent 5 1/2 years working as a drilling engineer for two different major service companies with field development experience in North America, South America, Euro...
rooddan
22 weeks 2 days ago
0
How to get my foot in the doorUnfortunately It took me years to find out what i wanted to do with my career, but now that i know i worry it's too late to find a way to break into the industry. I'm 25 years old and just finishing my MBA. I currently am closing in on my second year with a local energy company where i have an accou...
murphymt195
72 weeks 2 days ago
0
Benefits of using a Bloomberg terminal for ER based research?Aspiring Equity Researcher here. I have never had access to any enterprise financial software before. I'm interested in hearing about the benefits of using a Bloomberg terminal. Specifically for valuation purposes. When valuing companies I find that some of the most cumbersome tasks include determin...
StopTryingYourBad
22 weeks 4 days ago
0
Special Situations InvestingI was wondering if anyone could provide me with any resources pertaining to special situation investing? I'm particularly interested in any books/publications/investor letters that will help me think about such situations and also analyze them properly. I've recently bought the You Can Be a Stock Ma...
TheDilemma99
32 weeks 4 days ago
0
Learning About/Staying Up-to-Date on the Medical Device IndustryI recently switched sectors and am currently working with an analyst that covers a number of medical device companies. Therefore, I was wondering whether anyone has any good resources (particularly newsletters/blogs) that would help me learn about this industry. I am currently subscribed to: Kaiser ...
StreetMonkey2007
02 weeks 5 days ago
0
Cross Research GroupDoes anyone have any information on this company? Boutique equity research firm that focuses on InfoTech. Applied for an entry-level associate position and have a phone interview tomorrow. Looking for any information. Thanks. ...
sfnj91
112 weeks 5 days ago
+1
Oil Trader Gives His Outlook On The CommoditySince December 2016, oil has been quiet, hovering between $50 and $55. This trading range is due to two factors. The first is upside pressure from an improving economy that has upped the demand for oil. In addition, OPEC's cut in production put a near-term floor under the price. The second is the do...
AnthonyJackson
63 weeks 3 hours ago
0
Rutgers Econ Major, as a feeder school to NYC firmsHi everyone, this is my first time posting on WSO. I am currently attending Michigan State, I am a freshman. Just wondering about Rutgers-NB as a feeder school to the Big 4 Firms, and what school has a better reputation. I have sent out my transfer app to Rutgers for security because it is due on Fe...
Aman-Sarna
03 weeks 8 hours ago
0
Final Interview Feb 9I have a final interview February 9th with a bulge bracket focusing on O/G Services. Does anyone have suggestions to bush up for the technical part of the interview? ...
rclark16
03 weeks 10 hours ago
+1
Checklist for London ER interviewingHi all, I'm from the States and am currently in London on a tier 4 student Visa at a non-target doing my classes in the evening, and am spending all my free time trying to prepare for upcoming interviews in ER this spring for a FT London gig (I am hedging my bets applying to other positions but this...
OCbFree
63 weeks 11 hours ago
0
Work/Home BalanceI am trying to find an exciting field that will allow for a good home/work balance. By that I mean about 10 hour workdays, early Fridays and Saturdays off, I married and started a family very young (20), now that I am 26 I have returned to school to finish up. I have young children and a husband at ...
mat-wise
03 weeks 13 hours ago
0
Equity research final round in 3 days - How do I learn excel/modelling?Hi guys, got a final round in 3 days and I really need to learn everything. Don't currently work in finance so studying up on accounting, statements, formulas. Question is how do I learn the excel and financial modelling part in just 3 days? Any courses or tips? Where do I even start? ...
kbz13
13 weeks 2 days ago
0
The One Reason Investors Should Be Buying Brick And Mortar Retail StocksThe Dow Jones Industrial Average is above 20,000. Most sectors are at all-time highs and investors are rejoicing. One sector that has been left behind is retail. In fact, these stock are at 52 week lows, some even at multi-year lows. So how did one sector get left behind and is there any hope? Negat...
SwingTrade Guru
03 weeks 3 days ago
+1
Studying for Series 86 with limited accounting/valuation experience-- Tips?Hey, I wanted to ask what someone may think about what my course of action should be for preparing for the Series 86 IF I HAVE LITTLE ACCOUNTING AND VALUATION BACKGROUND. Not a business or accounting major. I took an accounting class a while ago and am pretty new to valuation/modeling. I recently to...
HarryPotta
63 weeks 3 days ago
+1
Bernstein writing test?Hey guys I have a writing test in 2 weeks with Bernstein's London office but I assume it's pretty standardized across geographies. Has anyone done one of these before or know I should best prepare? ...
rayzee
33 weeks 4 days ago
0
Performance Analyst Exit OppsHey Guys, I have the opportunity to interview at a Chicago shop for a Performance Analyst role. The following are some of the job specs: -Calculating, analyzing, and reporting portfolio, security, and benchmark performance -Preparing and explaining attribution analysis -Preparing and organizing risk...
MrBateman10
03 weeks 4 days ago
+1
Critique my Career PlanFirst a little background, I went to a semi-target (probably more-so on the lower end of the 'semi-target' spectrum to be honest) for Finance and I currently work in Risk Management for a BB in NY and I've been there for about 6 months. I have always been interested in following the markets and equi...
Deter6895
53 weeks 4 days ago
0
Calling on All the Recruiters Out There: Part time vs. Online MBAI have an engineering degree and work at an engineering firm. I've been trying to break into equity research but first I figured I should get an MBA to back my engineering background. My question to people who normally do recruiting: Is it a turn off when you find out a candidate got his/her MBA onl...
WallStreet_Redneck
03 weeks 4 days ago
0
How to derive EV/EBITDA, EV/Sale and EV/EBIT formulasDear all, I read a training document which show the formulas for EV/EBITDA, EV/Sale and EV/EBIT (single stage). But I don't understand and don't know how these formulas are derived. Please kindly help me understand these formulas below: g is long term growth rate T is tax rate D is depreciation M is...
sharehunter
23 weeks 5 days ago
0
Guggenheim Partners Equity ResearchAnyone have any information regarding analyst positions in equity research at Guggenheim? Exit opps, base/bonus, hours, culture in general? Would especially appreciate info on exit opps and comp. ...
J-Man
43 weeks 5 days ago
+69
Here is How Equity Research Works - 4 StepsI was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely close front office position fails to understand ho...
IamObama
1103 weeks 6 days ago
+1
Equity Research vs. Due DiligenceIf you had 2 offers: 1) Equity Research Associate- Sell Side- at Susquehanna International Group (SIG) or 2) M&A Advisory Due Diligence Senior at Deloitte (not the corporate finance group) Which one would you take and why? ...
needadvice126
63 weeks 6 days ago
0
Solutions to Common FactSet ProblemsConsidering the number of people complaining about FactSet on these forums, I thought I would start a thread to provide people with solutions for some of the more common problems. Despite the large number of FactSet users that are out there, it is surprisingly difficult to find solutions to common p...
StreetMonkey2007
23 weeks 6 days ago
0
What are the best headhunters (experienced hire / SVP) in NYC? Equity research. Hi - I have been on WSO since my MBA days and have used this forum in the past to originally break into the sell-side. Fast forward to today and I am a lead coverage analyst on a good TMT sector, having been promoted from Associate to AD to VP and now SVP. And now again I find myself looking for adv...
casinoguy
14 weeks 16 hours ago
+1
Salaries in ER?I am a Product Manager in the tech industry (silicon valley) with a base salary of 170K and all in compensation of 200K. I am looking into move into ER post my MBA. I am particularly interested in finance post-MBA but I am curious about the salaries in ER. Equity research and Asset Management both i...
sweta_sweta
74 weeks 16 hours ago
+16
Ask an experienced senior analyst anythingSo I'm feeling a bit generous over the holidays. So have at it kids, ask away. Straight-dope answers will be provided. ...
Frank Rizzo
811 month 1 day ago
0
Research AnalystMy name is Evan Chen. I am a sophomore at Endicott College. I currently study Finance and minor in psychology. Last summer I did an internship at EFG Bank AG, Hong Kong. It was an eye-opening experience to the banking industry. Even though my parents have been in the banking industry for many years,...
Evan0418
41 month 1 day ago
0
Citigroup Earnings InfoGraph Q4 2016Citigroup reported a rise in 4Q16 earnings driven by lower operating expenses and cost of credit as well as 25% growth in Citicorp net income. Net income rose to $3.57Bil or $1.14 per share from $3.34Bil or $1.02 per share last year. Revenue fell to $17.01Bil from $18.46Bil, due to absence of net ga...
Leroy John
01 month 2 days ago
0
Goldman Sachs Earnings InfoGraph Q4 2016Goldman Sachs reported a jump in 4Q16 earnings driven by higher revenue and lower net provisions for mortgage-related litigation and regulatory matters as well as improved operating environment. Net income soared to $2.15Bil or $5.08 per share from $574MM or $1.27 per share last year. Revenue climbe...
Leroy John
01 month 2 days ago
0
Morgan Stanley Q4 2016 Earnings$MS reported a jump in 4Q16 earnings driven by strong results across its sales and trading franchise as well as continued strength in M&A advisory. Net income rose to $1.51Bil or $0.81 per share from $753MM or $0.39 per share last year. Revenue grew 17% to $9.02Bil. $MS Morgan Stanley Earnings I...
Leroy John
01 month 3 days ago
+1
Corporate Finance to ER?I know that corporate finance is commonly considered an exit opportunity from Equity Research, but does this go the other way around? Can someone with industry experience on the corporate side make the move into equity research? Sorry if this is already a topic, most search results I found were abou...
sfnj91
71 month 5 days ago
0
Bloomberg Research Analyst Internship InterviewHi guys, I just received an invitation for the Bloomberg Market Data Analyst internship. It is the first round and will be a video interview. I was wondering if anyone has had any experiences with this program and could shed some light as to what to expect for the interview. Additionally, I initiall...
pmblue117
11 month 1 week ago
0
Bank of America Q4 2016 Earnings $BAC posted a 46.75% increase in 4Q16 earnings, helped by higher revenue, expense management and creation of operating leverage. Net income for the quarter rose 46.75% to $4.33Bil or $0.40 per share from $2.95Bil or $0.27 per share a year ago. Total revenue grew 2.51% to $19.99Bil from $19.5Bil. $BA...
Leroy John
01 month 1 week ago
0
Excel Test/model helpI have an upcoming interview with an Excel test. I have searched the forum for anything I can use to practice and it seems like every thread ends up with someone pming a model. Can someone point me in the right direction on where I can get some extra practice in or send me some type of exercises/com...
ERhelp
21 month 1 week ago
+1
Sell side research case/earnings noteI was wondering if anyone had a good framework for approaching sell side research earnings note cases. I have an upcoming ER interview where I will have 1hr to read and prepare an earnings note. I'm looking for a framework to approach the case, example: a checklist of trends/growth numbers to check....
blah23
41 month 1 week ago
0
Cold emailing research people!Disclaimer: I posted this in the IB forum as well, but again I'm reaching out to both IB and ER people, and I figured that I may get different responses across the ER forum relative to IB. I'm deciding what to include in a cold email. I've done okay w my response rate thus far (~20-25%), BUT I have ...
Scurti
01 month 1 week ago
0
Research PreparationHey All, Hope everyone enjoyed the holidays. Through SA recruiting I was lucky enough to get an offer from a BB in credit research/strategy. I was hoping to do some preparation ahead of time in terms of modeling and was wondering if anyone had any advice/recommendations on material I should study/pr...
Pass the Mayo
01 month 1 week ago
0
Series 86 Series 87 Materials for saleI am selling my STC books and supplementary materials for Series 86 and Series 87 Research Analyst Exams. Also access to the online Qbank with practice questions and mock exams for both tests. I used the STC materials to pass the two exams. The online access will be valid until January 2016. I am wi...
Lisa77
31 month 1 week ago
+1
Series 86 AdviceTaking the series 86 in a couple weeks. Have heard from a few people it can be a challenging test to pass. Any advice from past test takers? Using STC study materials as of now, hoping those are sufficient to pass. Appreciate the help! ...
bambambigelow
51 month 1 week ago
0
Equity Research in ChinaGot a job offer to work in a securities company (prob 2nd or 3rd tier) in a major city (think Beijing/Shanghai) in mainland China. Does anybody know anything about sell-side equity research in China? Are the local firms more respected or are BB's more respected? ...
lkjhgf
31 month 1 week ago
0
Investments & Research = ER?Aspiring to earn an MSF from Vanderbilt's 2018 - 2019 cycle. I looked at Owen's most recent employment report and it states that 30% placed into "investments and research". Does "investments and research," include AM and ER? The other types of industries listed are: Investment Banking Sales & Tr...
searchanddestroy
11 month 1 week ago
0
Nomura Equity Research Reputation Anybody know how Nomura Equity Research ranks for the NYC office? Curious to know, people's opinions. ...
skydog
41 month 1 week ago
0
buy-side equity research report - Telecommunications sectorHi guys, I have been tasked with my first buy-side equity research report on Safaricom by my PM. This company is in the telecommunications sector in Kenya and also generates significant revenue through its mobile money transfer service - MPESA. Could you kindly assist with a buy-side report which i ...
thabish
21 month 1 week ago
0
Reports on Bell (BEC)Hey guys, Happy new year. Does anyone have access to an equity research report on the Canadian phone company Bell (BCE)? Trying to learn more about them but I haven't found anything of considerable value online. The report could be outdated, I just want to get a better understanding of their busine...
el_financiero
01 month 1 week ago
0
Jobs leading to sell side ERIf you're unable to get a research position, out of undergad, what entry level jobs could lead into ER, on the sell side? ...
James-Owens
11 month 1 week ago
0
Is AM/IM still a good place to start out?I have an internship offer for a top IM Firm (PIMCO/Wellington), and am wondering if these are still good places to begin a career. I understand the outflow of money from active to passive,as well as shrinking fee structures, but am not too familar with the intricacies of the trend beyond that. Are ...
whartondude2018
21 month 1 week ago
+1
Analysts...Help me figure this outIts evidently clear that famous large cap stocks (Apple, Google etc) have many analysts (on both sides) covering them and they also happen to have the most daily trade volume on average. All these companies started small and gradually grew, attracting more analysts and investors over time. I came he...
kayz08
71 month 1 week ago
0
Corporate Access InformationDoes anyone know the going rate Buy Side investors pay to Sell Side research firms that set up one-on-one meetings for them? Is there a set price? Is it negotiable? Does it depend on the market cap of the company? Is it paid in hard dollars, soft dollars, votes or order flow? Any information yo...
jpmark
01 month 2 weeks ago
0
Series 86/87 study materialsHey guys, starting to study for the 86/87, I've been told the only study materials available are from STC. Does anyone know if there are any other options to supplement or replace STC? (I've been warned STC is not too helpful) ...
mawdm
01 month 2 weeks ago
0
Need a initial report template to startHi everyone. I work at IT department in a major IB, with Math and Stat background, and wanted to change path to research analyst. Was thinking about writing an initiation report to learn the skills and use that as a work sample for the job hunting. No access to Capital IQ and Bloomberg. Would anyon...
statguy
31 month 2 weeks ago
0
Forecasting interest expense !Greetings, I'm in the process of valuing the equity of a company and I would appreciate if anyone with Bloomberg access (or any other credited source) would help me with the following: Nominal GDP growth, real GDP growth & Inflation forecast for Bahrain between 2017-2021. 6 month LIBOR forecast ...
Leia_LKM
01 month 2 weeks ago
0
Applied Too late to Have Realistic Odds?Hey everyone, I was wondering if I applied too late to have a realistic chance of securing an internship this summer at a bulge bracket or mid range investment bank/ER firm. I applied to 30 places between December 1st and December 10th and have not heard back from any yet other than a back office po...
kennythekoala
41 month 2 weeks ago
+1
Equity Research at Sandford Bernstein or Trading at Citi?So I have recently received an offer to take on an internship at Sandford Bernstein for equity research and another offer to do trading at Citi (again internship). Both internships are 10 weeks long and are this summer. I am from an engineering background and am genuinely attracted to both. SCB pros...
Infernus
61 month 2 weeks ago
0
Bloomberg on home laptop?Does anyone know if you can run Bloomberg from a laptop at home? I have a Bloomberg anytime account which is included in my university course, however, I have only previously used it at the trading room at my business school. It would be nice if I could run the software without having to go there in...
Alex-Tipping
41 month 2 weeks ago
0
KPIs for forecasting salesHey guys, I was wondering if analysts use any specific KPIs for forecasting growth? For eg, Sales/Sq Ft for Retail industry,etc Basically, how to determine what are the main revenue drivers in a specific industry? Thanks! ...
GP_26
01 month 2 weeks ago
0
Failed on the numerical reasoning test how to practice for future opportunitiesI'm pretty upset that I was unable to make it through the three exams that I was given for an equity research summer internship for a large bank. I made it through the Abstract reasoning segment getting in the 75% but utterly failed at the numerical reasoning. First off I've never had questions base...
cpops15
11 month 2 weeks ago
0
Can anyone forward me equity research reports on Textron?Hi Everyone, Hope you are enjoying the start of the new year. Could anyone forward me some reports on Textron? I'm trying to learn about this company but don't have access to equity research reports. Thanks! ...
statguy
01 month 2 weeks ago
0
Lateral from ER to IBI just landed a ER role summer analyst role with Guggeneheim in NYC. I am from a non-target and got lucky with this job as I failed on the few opps I created with IB from networking. I enjoy investing and feel its a good fit; however, I would like to entertain lateraling into IB. I want some insigh...
Non-targettoBB
21 month 2 weeks ago
+1
Accounting for equity investing / reading an annual reportHey, can anyone recommend books and or online classes for accounting when it comes to stock picking? In other words what are key items and potential red flags to look after when reading an annual report. Do appreciate every bit of help and hints on resources. Thanks ...
sa-jue
31 month 3 weeks ago
0
Anyone interested in investment banking reports? I have access to IBK reports issued by major banksI have access to IBK reports issued by major banks, including GS, MS, JPM, CS, UBS, DB, Barclays, Macquarie, SG... Can be searched by bank, industry, data, analyst, ticker and key word. Reply the report you want. I will send to you later. [GS Report](GS Report) ...
harvestfortune
01 month 3 weeks ago
0
Does an Investor Relations Department add value to a company?I've been thinking more and more about the value Investor Relations (IR) and Investor Relations Officers (IRO) add or don't add to a company. It seems that they truly believe they can have a long-term impact on stock price and that a bad IRO can possibly erode earnings through missteps. My question ...
shortstack
01 month 4 weeks ago
0
Chose GS FIG over top M&A groups(ms jpm gs) - did I make the right decision?chose GS indsutry group over ms m&a, JPM, centerview, ghl, - did I make the right decision? I know for sure gs fig is more interesting and couldn't get a hold on placements of some of the other groups ...
kkrrjrnabisco
31 month 4 weeks ago
0
Research SourcesHey everybody I would appreciate it if anyone could tell me what or where are you doing your research? What are the things you are looking up? Sector growth rate? Differences beetween competitors? I try to understand what is Equity Research about? (Besides the valuation, finance modeling) Best regar...
FreddyFire
21 month 4 weeks ago
0
Would a Research Analyst in the Capital Markets arm of a CRE group obtain a similar skill set to an Equity Research Associate?I started off my career in medical research and now looking to make a switch into the world of finance. Would experience as a research analyst in the capital markets arm of a large CRE firm be sufficient experience prior to enrolling in a MBA program? The end game is a career in equity research. I a...
docgrant
01 month 4 weeks ago
0
Modeling Long-Lived Assets to forecast Capex and D&A expensesHello! First time poster, looking for modeling help. Over the course of forecasting a company's results, I found that I was either just copying the previous quarters' D&A expense or guessing to make an assumption for that figure. I'm attempting to model out a company's long-lived assets to get a...
TeenageDiplomat
01 month 4 weeks ago

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