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SPOTLIGHT: Equity Research Rendezvous Rules and FAQsThe 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 Frequently Asked Questions page for Wall Street in ...
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Cold emailing alumni during earnings season: terrible idea?Hi everyone, I'm about to enter my senior year and am trying to secure an off-cycle equity research internship since I missed the boat for summer internships. Nearly impossible, I know, but I plan to at least try. I have the benefit of going to school in the city. Would it be a terrible idea to re...
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Why Equity Research?For those of you interested in, or working in Equity Research, why are you interested? Is there any specific event that you could point to that sparked your interest? ...
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Breaking in from Asset ManagementHi, I've worked as an analyst for the endowments and foundations group at a MM bank for close to four years. Most of my work experience involves fund manager due diligence, portfolio construction and optimization, asset class research / recommendations and portfolio level attribution analysis. Manag...
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Writing an Equity Research ReportI am currently a Global Business/Finance major at a non-target with a 3.7 GPA. I am looking to break into equity research by obtaining an internship next summer (I tried for this summer but did not have luck). I have very little relevant experience and I don't really have any connections, so I dec...
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Equity Research Interview questionsHi, On short notice I have an interview with an analyst and an associate on thursday for an associate position. Can anyone give me a heads up on what will likely be asked? Will this be a fit interview or more technical based questions and if anyone can give an example as to what level of depth the ...
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ncdex market tips and callsMentha oil and cotton both commodities are traded at opposite side and here mentha oil goes upside with 7.00 points and stands with 935.00 points while cotton goes down side with -20.00 points and stands with 14780.00 points. ...
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ER internship HelpHey guys I am Junior at a non-target school close to NYC. The previous semester I chose to switch my major to finance. I have a 3.00 GPA and no prior internship experience. In doing research on various career options I came across ER. I enjoy learning what goes on and moves different markets and ...
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Perspective ER InternshipHey guys I am Junior at a non-target school close to NYC. The previous semester I chose to switch my major to finance. I have a 3.00 GPA and no prior internship experience. In doing research on various career options I came across ER. I enjoy learning what goes on and moves different markets and ...
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Best Practice for Converting Currency for Historical Financial Statements?Let's say I want to value a company, whose financial statements are reported in Brazilian Reals. I want to convert the numbers into $USD. When I go back to historical financial statements and do the conversion, should I be using the current exchange rate for all the historicals, or use a different e...
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Best ER firms in the Southeast?I'm currently an MBA student at a top ten school, looking to get into ER with a background in financial restructuring and corp finance. My preference of cities is Charlotte, Atlanta, and DC in that order. Does anyone have an idea of the top firms in these cities to look at for ER? ...
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Best sectors to cover?Hi I'm going through a number of interviews for ER at a couple BB and was wondering what people thought would be the best sectors for a first year associate to cover in terms of deal flow, ease of learning curve, exit ops etc. Obviously this wouldn't affect my effort in the interviews but if in the ...
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Life science to equity researchGreetings, I am currently a senior undergraduate about to complete my life science degree. I want to change my career path and go into equity research or financial analysis. I have a strong interest but no relevant experience and have not taken any courses in finance or accounting. What would be my...
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Goldman Sachs - GIR - Salt Lake City - Legit?Hi all, I have just received an interview for Goldman's GIR (Global Investment Research) group in Salt Lake City. The program is called ART (Analyst Research Training), in which it is a 6-week training program. After completion they then place you in either equity or credit research (I would assume...
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Equity Research Basic TerminologyHi I am relatively new to the industry and would wish to get some ideas from all you guys with better knowledge. I am reading one of the my analyst reports, and I want to clear some terminologies appeared in this report, my understanding is not crystal clear. How to understand these numbers: 3y ...
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Summers / First Years, how do you spend your time?For all current summer interns or junior associates, I am curious to know a rough breakout of your typical day. I have seen some "day in the life" posts from higher up analysts, but nothing for junior associates or summer interns. I'm interning at an HF (and considering pursuing an FT sell-side rese...
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BB Equity Research VP or B-School to pursue M&A Associate Role?Dear WSO, I need some advice as I've been pondering and losing sleep day and night on this topic. I'm 30, in ER in a MM for 4.5 years prior to which I was an auditor for 2 years (gained amazing accounting skills, work bored me to death, made the switch through massive networking/hustling at the ti...
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Oil&Gas Industry Outlook and Themes please - will SB!Hi everyone, recently started my equity research internship. I'm trying to get my hands on industry outlook reports on oil&gas, so as to narrow down investment themes and trends. I'm due to pitch several stocks in the oil&gas sector and the presentation will decide the outcome of my work pla...
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Oil&Gas Industry Outlook and Themes please - will SB!Hi everyone, recently started my equity research internship. I'm trying to get my hands on industry outlook reports on oil&gas, so as to narrow down investment themes and trends. I'm due to pitch several stocks in the oil&gas sector and the presentation will decide the outcome of my work pla...
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ER Second RoundHello, I have done the first couple of screenings for an Associate position and gone through the modeling test. I'm scheduled to speak to a senior member of the firm, not on the coverage team. Any idea of what the questions might entail? Is it going to be more of a fit interview or pretty technical?...
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Best Masters for Equity Research?A friend of mine has a Bachelor in Accounting and Economics from a non target in the UK and passed CFA Level 1 and CFA Level 2. His aim is to apply for a Masters at my University (LSE) to improve his chances of gaining a position in equity research (sell side or buy side) in London. Which one of the...
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Asking for financial modeling help. Any help would be appreciated.WSOers, I could use someone's help if they could spare the time. I have been practicing my modeling techniques. My latest attempt is a step up in difficulty, and I cannot find the source of my imbalance. I've highlighted where I feel I'm going wrong. However, any constructive comments about the mod...
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ER Recruiting When does equity research recruiting start?. I'm in NY for a month, what should I be doing to land an internship or job in the field for 2016 ...
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Equity Research Interview Stock PitchHi all, I have an Equity Research interview next week and I have to provide a written stock pitch. I'm thinking about writing my pitch on a micro-cap, closed end fund that owns shares in the software industry. Do you think a closed end fund is too risky to pitch? Should I stick to a company more d...
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Equity research sector reportsHi everyone, i'd like get into equity research, and to gain some skills about equity research, i'm reading some reports about valuations of some companies, but now i'd like to read something general as sector research and country research of sell side companies. Where can i find reports about sector...
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