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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
01 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
31 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
62 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
010 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
71 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
022 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?
52 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?
52 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
1253 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?
75 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?
12 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
1455 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.
65 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?
55 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?
83 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
371 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
533 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?
1719 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
61 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
171 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
01 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
61 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
211 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
91 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...
41 week 4 days ago
by junior_analyst
1 week 3 days ago
by monkeyc
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  • I'm gonna start off by talking about myself a little bit. I'm 16 years old and I'm a junior in a high school in the suburbs surrounding NYC (Long Island). I come from a working class family where we get by, but things can get pretty tight at times. I really have a strong interest...
    16 year old Hedge Fund Manager
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    Industry Event.....
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    Whats your take on Volcker
  • [quote=Project-Syndicate] At this time of year, at graduation ceremonies in America and elsewhere, those about to leave university often hear some final words of advice before receiving their diplomas. To those interested in pursuing careers in finance – or related careers in insurance,...
    ''My Speech to the Finance Graduates'' - Shiller
  • Someone asked me this earlier and it got me thinking. These days education seems so hard wired to graduate positions that it feels odd to even discuss education for education's sake. <strong>If degrees had no bearing on jobs and you had to get a degree, what would it...
    Dream Degree
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    Dual Major vs. Dual Degree?
  • I'm 27 and have been working in a programming sense for the past 5 years. However, I have exactly no finance experience. My experience is with extremely massive data sets. Now normally it wouldn't be extremely difficult for someone with my background to work on Wall Street - working...
    Am I too old for not having relevant experience?
  • 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
  • Hey monkeys, From talking with people in the finance industry (especially IB, my interest) about recruiting, a specific motivation seems really important (ex: why banking? why GS S+T) to landing either an SA or FT spot. The problem is the same people who tell me most people are sick of the...
    Why Your Industry?
  • I'm just like: <p><img height="200" src="http://i.imgur.com/buNmh.gif"...
    Whenever there is a Euro/G8/XYZ summit for “leaders” promising to get something done
  • Some internship postings are for "rising sophomores & rising juniors", yet they require "prior work experience". To me, that's just pure bizarre. It's almost like they expect you to have an IBD internship right out of high school. Don't these firms know...
    Need experience for job; Need job for experience
  • How do different firms and desks within firms trade/invest? What is their performance? How do they measure their performance/risk/consistency? What is it like to work for them. I'd like both comments about different industries from talking to people and actual experience (you should...
    How do banks, hedge funds, and prop shops trade/invest?
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Plus make sure to see my post <a href="http://www.wallstreetoasis.com/blog/how-i-got-a-770-on-the-gmat-with-minimal-effort-while-working-banking-hours%E2%80%A6">How I got a 770 on the GMAT with minimal effort while working banking...
phantombanker's GMAT Study Guide
A week or two ago there was an article written about how your weight might inversely effect you during the hiring process. During the conversation I dropped some personal information about me losing 130 (now 135 pounds). I was PM’d by somebody asking me to tell my story. Well I have some free...
How finance saved and gave me a life
Hey guys, it’s been some time since I posted regularly on this site. That’s what happens when you start working in finance; you don’t have any time. So why am I posting? It’s because I am seeing an injustice being done to a lot of military guys (and gals) who are discovering they want to...
To all Military who want to work in IB/PE/Consulting
<em>Mod (Andy) note: </em><a href="http://www.wallstreetoasis.com/blog/phantombankers-gmat-study-guide">Here is the link to his study guide</a> Background: I recently took the GMAT and scored a 770 on my first and only try. Long story short, I studied and took...
How I got a 770 on the GMAT with minimal effort while working banking hours…
There was much wailing and gnashing of teeth at the close on Friday over the perceived lack of performance in the Facebook IPO. The stock priced at $38, opened at $42.50 (after a few hiccups at the NASDORK), and closed at exactly $38 after an effort by the syndicate members akin to the Spartans at...
IPO Pricing 101
Hey Guys, Been using this site for a while now and figured it would be beneficial for me to give back a bit. For starters, I thought I would detail my experiences using linkedin and cold emails to land a summer offer. Coming from a semi-target undergrad b-school, I had my hands full....
How I used LinkedIn to get Interviews and Land Offers
<a href="http://www.wallstreetoasis.com/blog/what-does-the-labor-participation-rate-say-about-our-society">Back on the topic of what the composition of the labor force says about our society</a>, the New York Times recently put out this <a...
Grandpa And Grandma Are Taking Our Jobs
The Clear Admit Shop currently has <em>free b-school "snapshot" guides</em> <a href="http://clearadmit.shop.studylink.com/index.cfm?onsale=1">available for download here.</a> The guides aren't terribly comprehensive, but can serve as a...
Free B-School Guides!
There she is again: Diane Sawyer, the primary ABC evening news anchor, with another installment in their interminable series of reports on imports and employment in America. I could just strangle her. One week their (alleged) reporters go to people’s houses and look at everything the occupants...
Sawyer’s Syndrome: The ABCs of Trade and Employment
Fellow Primates, We are looking for 1-2 students on each campus to help WSO in its sales efforts to student clubs/career centers, and overall promotion at your school both online and on the ground. Below is a description of the position and benefits...thanks in advance for your help! <a...
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