Equity Research Rendezvous
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The goal of Wall Street Oasis’ Equity Research Rendezvous is to give our users the best possible snapshot of life in equity research, from internships and recruiting to compensation and career progression. Working towards that goal, we’ve created a <a... SPOTLIGHT: Equity Research Rendezvous Rules and FAQs | 0 | 1 year 1 week ago by WallStreetOasis.com | n/a | |
This might seem extremely unusual, but for arguments sake just allow yourselves to accept the following.....
I recently started a job in ER...this is my first job out of college and prior to it I was interning in a more traditional ER role..
At my internship I did some very basic DCF modeling... Non-traditional ER Exit Opps | 3 | 1 day 3 hours ago by StoudeMelo | 2 hours 42 min ago by StoudeMelo | |
We have a lot of ressources on Equity Research on this website thanks to different members that work in this sector. But on the other side the economic research is poorly covered.
Is there anyone that can share some piece of informations on the job ?
I would appreciate any input on: how you get... Economic research | 6 | 2 weeks 4 days ago by TheSquale | 10 hours 7 min ago by TheSquale | |
hey monkeys,
What are the mainly used ratios (valuation and financial) for Gaming Lodging and Leisure companies?
THanks for your... Gaming Lodging Leisure Industry Ratios | 0 | 10 hours 30 min ago by ap0258 | n/a | |
I am currently studying for the Level 1 CFA Exam and am in need of any tips, suggestions etc. I graduated two years ago with a BS in BA at a state college, 3.1 GPA, work in personal banking right now. What type of job/work experience should I be aiming for? What is the best way to break in to the... CFA Candidate Need Help | 7 | 1 week 1 day ago by charlie8706 | 22 hours 4 min ago by Wegener | |
For anyone who has successfully transitioned from ER (preferably sell-side) to a hedge fund, can you detail the process? For example, were you contacted or did you use a head hunter? What was the interview process like and what do you think pushed you over the top? Any and all detail would be... ER>Hedge Fund Success Stories | 0 | 22 hours 12 min ago by Dank Nugs | n/a | |
All,
I have been speaking with some chums out there and our PAs came up. We each own about 15k in our accounts (don't laugh...its a start) and he has about 5K in various micro cap stocks ( under $200mm market cap). I am a big dividend investor
Was looking to get some feedback from... Micro Caps: Worth it for your Personal Accounts? | 5 | 2 weeks 6 days ago by Johnny Ringo | 1 day 5 hours ago by sambotanman | |
I'll be starting my 10 week SA at the end of June so I have about a month to do whatever I can to maximise my chances of performing well and converting the SA into a full time offer.
What are the most effective things I can do with my time now apart from keeping up with the... Best way to prepare for my summer internship at a BB? | 5 | 2 days 9 hours ago by motivator | 1 day 11 hours ago by golfer23 | |
<em>Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away</em>
Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of these "fielding... Equity Research Q&A with Flake | 125 | 3 weeks 4 days ago by Flake | 1 day 13 hours ago by hopesanddreams | |
After speaking to a number of recruiters one point that came through is the emphasis placed on a genuine passion for investments and a good understanding of a particular group of stocks or markets. A few recruiters mentioned it would be easier to break into ER if you already had a portfolio. It... Personal Portfolio to break into ER? | 7 | 5 days 14 hours ago by Daui | 2 days 8 hours ago by SaucyBacon85 | |
Hey guys. I will be starting an Equity Research internship on the 4th at an MM in NYC. I will be rotating around the different Tech sectors but will be primarily working for their Software Analyst.
I am a rising Junior so I have only completed my Introductory level courses for Accounting and... Any tips for my Tech Research internship? | 1 | 2 days 9 hours ago by PAC12 Finance | 2 days 8 hours ago by SaucyBacon85 | |
Hey this is kind of last minute but I have a 3hr modeling exam very soon for a Equity Research position. What should I expect? What is the best way to prepare for this? Does anyone have a model template that resembles what the exam will look like? Thanks in advance to anyone who can help me --... Equity Research: 3hr Modeling Exam | 145 | 5 weeks 5 days ago by vandy994 | 2 days 17 hours ago by indeliblemunk | |
Where is the better place to work: ER at a BB or Research Associate at a place like Fidelity or Blackrock? Thanks.... BB ER vs Fidelity, Blackrock, etc. | 6 | 5 days 8 hours ago by sartorisrex | 4 days 23 hours ago by revoad | |
Ok currently working in Big 4 Transaction Advisory....Trying hard to make move to ER now but assuming I play the long game and go into corporate finance at a F500 (while I get my CFA) what industry/sector is best.
I see a lot of jobs advertised now for oil/gas ER but assuming it takes 3 years to... Best industry for ER? | 5 | 5 weeks 2 days ago by Maherj1 | 5 days 4 hours ago by nycskibum | |
I have recently landed an internship for the summer analyst program at Societe Generale CIB in the accounting and finance department. I understand that this is not front office, but its the best thing I could get this summer and I'm pretty happy with it. I was told that the intern they had... Societe Generale Summer Internship? | 8 | 3 weeks 5 days ago by TheGuru | 5 days 13 hours ago by mbaer2012 | |
Hey guys,
I am going to attend a 2 hours writing test + modeling test for an ER position next Tuesday, since I dont have any experience or much knowledge about ER, could anyone give me some advice on what the test might cover or what should I prepare for it?... Equity Research writing test+modeling test next Tuesday, seeking for advice | 37 | 1 year 40 weeks ago by ashleyho | 5 days 23 hours ago by Soldier of Fortune | |
A "friend" wants to know which one to choose from. Are they both equally shitty?... Sidoti or KeyBanc Capital | 5 | 33 weeks 3 days ago by spaceagecowboy | 6 days 7 hours ago by CreditDefaultSwap | |
Hi Guys -
I'm working on a blog (or maybe ebook) to give junior staff and interns an idea of what it's REALLY like to work in the equities sell-side business at a... What would you like to know about Equity Sales / Research? | 17 | 19 weeks 3 days ago by Shorttermbuy | 6 days 15 hours ago by aspharagus | |
Does anyone know what type of drug test Lazard Capital Markets performs? Is it Hair or Urine? Do they test their interns? I'm sure I would pass a Urine test but hair tests are scary.
Any help would be appreciated!!! and... Drug Testing at Lazard Capital Markets | 6 | 1 week 5 days ago by tiger2012 | 1 week 10 hours ago by p152 | |
I started an equity research summer internship at a bulge bracket firm in New York a few weeks ago. Although the work can be tedious at times, I have no complaints about the work itself. Being mentored directly by an experienced analyst is a real blessing. There is also quite a bit of modelling... Equity Research: Like the Job, But NOT a Fan of the Culture | 17 | 1 week 4 days ago by born2bebusiness | 1 week 12 hours ago by IamObama | |
Hi fellow monkeys,
Here's a brief background. BSBA-Finance from non-target, MSF from semi-target/regional-target. Been working in corp dev (M&A) for about a year now for a company in consolidating industry, and thus we have seen a very steady deal flow and I've gotten a ton of... Breaking into ER | 0 | 1 week 1 day ago by oR3DL1N3o | n/a | |
Was wondering if anyone knew a good website for CFA formulas and calculator tricks. Much... CFA Calculator Tricks | 6 | 1 week 1 day ago by cheese86 | 1 week 1 day ago by Ravenous | |
Anyone that's passed CFA Level III have any sage advice to... Sage Advice for CFA III | 21 | 1 week 2 days ago by Going Concern | 1 week 1 day ago by hungaroe | |
Hey guys,
So first of all, I have searched WSO and google, and could not find good answers to these questions, so I am looking for further input.
I am currently a sophomore, and this summer I will be doing 2 part time internships (BB PWM and a boutique investment firm).
I am interested... Some questions: Silver bananas for good responses | 9 | 1 week 4 days ago by DiarrheaAnneFrank | 1 week 3 days ago by West Coast rainmaker | |
I'm a junior equity analyst (sell side UK based), just after some advice for reading material to help with financial modeling and forecasting for valuations.
My main areas of contention are:
1. assessing/determining revenue growth forecasts
2. forecasting cash flow items
3. forecasting... Books for a junior analyst... | 4 | 1 week 4 days ago by junior_analyst | 1 week 3 days ago by monkeyc |




