Equity Research Rendezvous
Login to Start Discussion
| Topic | Replies | Created | Last reply | |
|---|---|---|---|---|
 | 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 | 2 years 3 days ago by WallStreetOasis.com | n/a |
 | Can anyone explain the difference between the two in terms of job duties and salary?
And how long does it take for an assitant to be promoted to associate level? Is it 2 years?
Thanks in advance.... ER: Research Assistant (Junior Associate) vs. Research Associate | 5 | 6 years 16 weeks ago by sffinanceguy | 3 years 7 weeks ago by Vagabond85 |
| This was quick! Great turnaround, now who is going to help me make a million bucks... First Post! | 1 | 6 years 9 weeks ago by iice74 | 3 years 11 weeks ago by afz |
 | Uh oh. I think we have a potential Chinese Wall violation here... did you run this by Legal, Nychimp? We can't ever let Research talk to banking without lawyers being present. We could get shut... Chinese Wall? | 0 | 6 years 9 weeks ago by Mis Ind | n/a |
| How common/easy is it to do a sell-side stint, get an MBA/CFA or both, and then transition into the buyside at a HF or something similar? What are the more common routes to buyside research or eventually becoming a PM if... Getting to the buyside... | 4 | 6 years 9 weeks ago by jotah | 6 years 8 weeks ago by hobbes |
| I may be making a move over into research, specifically in alternative energy.
I am looking at Piper Jaffray as I know their senior analyst relatively well.
What other firms are strong in this emerging market?
thanks in... List of good Research Depts in Specific Coverage? | 7 | 6 years 9 weeks ago by ChemEtoVC | 6 years 9 weeks ago by numi |
| I've noticed that a lot of reports use the "forward P/E" based on the expected earnings. However, in commentary on chapter 14 of <em>The Intelligent Investor</em> by Ben Graham, Jason Zweig (2003) writes:
<cite>"...the prevailing practice on Wall Street... "Forward P/E" | 8 | 6 years 9 weeks ago by advdvnvp | 6 years 5 weeks ago by freeloader |
| What does everyone think about oil's direction?
Are we staying in the $55-60 range or going higher? (lower?)
OPEC just had a meeting and looks like quotas will not be changing anytime... Oil | 0 | 6 years 9 weeks ago by iice74 | n/a |
| Ok, so now Eq. Research is not tied to investment banking fees (at least formally), but now because of the new unbundling requirements, I've seen more bonus tied to the work of traders and the tickets sold. So, which makes sense, selling the research to sales and traders has resulted in... Are the margins starting to improve for Analysts? | 1 | 6 years 9 weeks ago by ratul | 6 years 9 weeks ago by jotah |
| What would be the salary and bonus be like at piper jaffray as an equity research associate?
Bear in mind, I do have 4 applicable years of industry experience, and I already make good money (a little over 70).
I saw a number in the 75-100 range via the recruiter's website, but I could... ER Assoc. at Piper Jaffray? Salary/Bonus Numbers not clear..... | 9 | 6 years 9 weeks ago by ChemEtoVC | 6 years 8 weeks ago by ChemEtoVC |
 | hey guys, I'm learning about stock valuation and was wonderin if you someone knew how to set a convincing price target. what types of analysis would you have to use to go about it? ... How do you set a price target? | 16 | 6 years 9 weeks ago by aachimp | 5 years 29 weeks ago by StockPromotions... |
| Any books that helps you in interviews and learn more about this... Books for learning more about equity research? | 10 | 6 years 8 weeks ago by wonderwall | 4 years 3 weeks ago by excelsior |
| As the community continues to grow and evolve, let's try to keep it at least somewhat civil, useful and entertaining.
To that end, here are a few items to keep in mind as you participate in the community:
<ul>
<li>Please do your best to avoid starting a thread on a topic... Message Board Rules and Netiquette | 0 | 6 years 8 weeks ago by WallStreetOasis.com | n/a |
| in the chemical and alternative energy sectors.
UBS looks like they have a trazillion openings in ER, but I don't know if they are any good.....
who is good in these sectors? I'm not really referring to pharma, more big chem like DOW, BASF, or oil and energy, and especially the... Looking for other firms (i.e. besides Piper) that do good research | 1 | 6 years 8 weeks ago by ChemEtoVC | 6 years 8 weeks ago by Tier2Sta |
| What is the best way to prepare for the financial modeling required in equity research? Would Wall Street Prep or dealmaven be adequate or would a book (damodoran, applied equity analysis) be a better source?
Also, what are ways one can prepare for a summer internship in ER aside from... Modeling/Internship Prep | 7 | 6 years 8 weeks ago by dp | 4 years 33 weeks ago by vikram_eda |
| What are some booming groups within ER, specifically at Morgan Stanley?
I read something about how the tech group was great to join during the 90's, but how about... ER industry group (MS specific) | 0 | 6 years 8 weeks ago by bmw911 | n/a |
| Ok, so now what? I'm an amazing researcher. I'm covering my own stocks already as a first year, but I want more cash? Any thoughts on exit options or moving into a more quantitative/lucrative area? I have a reasonably quantitative background.... I'm great at research, but I want to make more money | 19 | 6 years 8 weeks ago by ratul | 5 years 44 weeks ago by the_inscrutable... |
| I got two different offers for post-MBA entry positions. One is sell-side ER associate and the other is a buy-side junior analyst (IM). The SS firm isn't a BB but it's a recognizeable MM firm while the BS firm is a relatively small investment management company that runs only two or... Entry buy-side or sell-side position....thoughts? | 6 | 6 years 8 weeks ago by mshefford | 6 years 7 weeks ago by freeloader |
| Any idea how much research associates can make?... Research Associate -- salary + bonus | 24 | 6 years 8 weeks ago by nadvice | 5 years 22 weeks ago by ratul |
| Hi, is it a good idea to try to get CFA level 1 during your senior... Get CFA in Senior year? | 39 | 6 years 8 weeks ago by advdvnvp | 5 years 44 weeks ago by the_inscrutable... |
| Could anyone tell me if there are ER opportunities outside of NY, particularly Atlanta/Southeast? Doesn't have to be BB, but come to think of it, do any boutiques really provide such a service? Also, I'm guessing Wachovia and Suntrust will come up, so if anyone can comment on... ER besides NY? | 10 | 6 years 8 weeks ago by fraser24gt | 4 years 9 weeks ago by rjroberts1 |
| wondering what the differences are in terms of work, hours, compensation, job prospect, exit opps etc.? assuming BB in... ER vs. FI Research? | 0 | 6 years 8 weeks ago by jojajola | n/a |
| I know ER is not meant to require so many hours as iBanking, but is it unusual for someone to put in a lot more hours than they actually need to? Just... Question about hours | 9 | 6 years 8 weeks ago by advdvnvp | 2 years 1 week ago by nontarget |
| Rants aside how does everyone think outsourcing is going to change the future of research in the US/UK? Should I try to develop a taste for curries or is the effect... Outsourcing | 1 | 6 years 7 weeks ago by john doe | 6 years 7 weeks ago by ratul |
| I know most of us have read "A Random Walk Down Wall Street", but I thought this excerpt might kickstart a discussion. Enjoy...
<em>In the beginning was a statistician. He wore a white, starched shirt and threadbare blue suit. He quietly put on his green eyeshade, sat down at his... How Good Is Fundamental Analysis? | 7 | 6 years 7 weeks ago by advdvnvp | 5 years 44 weeks ago by the_inscrutable... |
