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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...
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Transitioning from Fund Accounting to ERHi. I am new to the boards here and am looking for some advice in a career change. I currently work as Fund Accountant. After several months, I am looking to transition into Equity Research. I cannot imagine being a fund accountant for the rest of my life since the job is pretty much day-in and day-...
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Entry into Equity Research - With an Engineering PhD.I am a Researcher working in the field of Computational Sciences in academia. I have a Ph.D in Engineering. 36 yrs old with family and salary around hundred grand. Recently, I have become highly fascinated with financial markets and I am purely attracted to EQUITY RESEARCH part of the finance and va...
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KBW ERHi Everyone, KBW has a couple of opportunities out there in the ER space. Does anyone know what the culture is like in research there? This has come up a couple of times, but most threads were ~ 4 years old, and they've been acquired by Stifel since then. Wondering what research associates make ther...
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How to break into Equity Research Hi guys, I am really passionate about a career in Equity Research. Currently I work in risk management department for a top tier investment bank. Also, I am completing the final ACCA paper. Any advice on how to break into Research would be much appreciated? Thanks in advance! ...
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DCF please help! beginnerHey everyone, I have been trying to get into the whole valuation of stocks and what better way than to start with the DCF model. I am new to all of this and am looking for some guidance. I think I have the basic idea down but feel like I am missing something. I am trying to value Under Armour (UA)....
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Equity Research Writing Sample - Seeking ReviewersMonkeys, I'm looking for some reviewers to give me opinions on a short, one-page writing sample. Let me know if you can help out, much appreciated if you can. Thanks in advance! ...
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Interested in ER_beginner in Toronto, please guideHi, I am a postgraduate with majors in International Banking and Finance from London, U.K. and had been working in Fund accountancy in India. I have no experience in ER, however am really passionate about capital markets and have worked on various projects involving the same. I am used to working on...
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Quadrant Skew Capital Equity Research ProgramHi All Quadrant Skew Capital is offering an Equity Research Program that provides training in financial modeling (discounted cash flow and comparable comps) and equity research along with the opportunity to gain real-world experience. The program is great for those seeking to learn/grow financial m...
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Who makes more Equity Sales/Trading/ResearchAnyone working in the cash equities business want to chime in on who (on average) pulls in more in the cash equities business? Have a feeling it is sales. ...
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Job offer decisionI received an exploding ER offer as a first year at a reputable MM bank. I'm also in the early stage of interviewing with a large AM shop (think the likes of Fidelity) for a research position. Need to give a yes/no to the ER offer soon. Should I take the ER offer or shoot for the AM job? I'd like to...
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Hours/lifestyle of Telecommunications teamsGenerally, is telecom about as time-intensive as the tech sector is? Or is it closer to, say, the industrials teams? Any insight would be appreciated. As someone looking to enter the field I am hoping to maintain somewhat manageable hours, however challenging that may be.. ...
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Shooting for ER: models to practice? Formatting? Hey guys I'm a soon to be graduated econ student aiming for a career in ER. I'm taking the CFA level 1 in December, and was wondering what kind of modeling to be practicing in the mean time. I want to start generating my own reports for practice and was curious about which models are typically used ...
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TMT Internet Industry Outlook ReportI have some great reports. TMT, Internet Industry reports by BBs. One report is on 2015 U.S. Consumer Internet Outlook 476 pager! ...
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Email to former bossHello everyone, so I was previously working as an equity research associate at a boutique house, and was later left the firm due to the restructuring kind of thing. Since I didn't have a chance to properly say goodbye and to thank him when I left, so I am wondering if it's a good idea to email my fo...
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Effective Interest Rate Method + Balance Sheet Not BalancingMy BS is off balance by a non-cash amount due to the use of the Effective Interest Rate Method and I'm hoping someone has experience adjusting their model. Supppose a company drew on a revolver for $265m and the co capitalized a $8.5m transaction cost associated with the loan so the beginning book ...
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Metals and Mining ER reports and resourcesHi everyone, I have upcoming interviews with the Metals&Mining team at a BB and would appreciate if anyone could help with the following: -Any helpful resources -Equity Research reports in that sector Many thanks in advance! ...
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From Big 4 Valuation to Equity Research in EU Hello Primates! I am working for a big4 in Europe in the valuation and modelling team and I wanted to know if you have experience or if you consider the lateral exit to ER feasible? I hope to receive as many useful feed backs as possible! Cheers, ...
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CFA as Undergrad Worth It?I am currently interested in the general AM and Equity Research space. I've had a few informationals with ER guys and former ER guys who are now working at HFs and some have told me that if I am interested in doing ER straight out of undergrad without an MBA that I should become a CFA candidate, whi...
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Oil & Gas / Utility Operations to ER ???I studied as a Finance major at a non-target, had few decent job prospects upon graduation, and unconventionally proceeded to become a Power Engineer / Field Operator in the Oil & Gas and Utilities sectors. I expect to be a 2nd Class Power Engineer with the operational responsibilities of an Ass...
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Where to get current research reports?Hey guys, just wondering if you could share your sources for other analysts research reports on companies that you are covering. Currently, I have access to Bloomberg and Factset but my firm has fairly limited access to other equity research shops – I can see the reports on factset but it wont al...
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Equity research reports - BB technology TMT industry reportsmsg me if you would like copies - comprehensive industry reports - full length ...
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Medical degree to ER?Recent graduate of state medical school, unsatisfied with patient care and thinking of alternative careers. Is there a need for Doctors in equity research? I can honestly say that analyzing data has way more appeal than draining another purulent abscess. I'd like to leverage my training in a new fi...
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Total Comp for Bulge Bracket Equity ResearchHave a question here. Am a BB IBD VP and thinking about going to research. Obviously will be pay cut in terms of total comp but how much exactly? ...
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Compensation range for ER?I've worked in ER at a MM bank for ~2 years and I was wondering what "average" compensation would be at a BB or another bank. I'm currently making ~$75K in salary. Is that comparable to other firms and what's the typical trajectory? Thanks for your help! ...
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