Phone conversation with PMs

After some aggressive networking, I was able to secure phone calls with 2 PMs. I have a rough idea of what I want to ask them, but I just wanted to know if WSO could help? Are there any questions I could ask, or characteristics of myself that I could demonstrate, which would help me stand out? What types of things would you want to hear from an aspiring researcher?

 
Best Response
  1. What do they look for in an analyst? In terms of activities that they would need you perform, documents to prepare, types of data gathering,

  2. Daily routine for the position you are applying for and their routines [day to day responsibilities/processes (during earnings and otherwise), the people they interact with:(i) to gather info apart (from the management of firms and the Sell-Side) - interaction with the database guys, (ii) to conduct trades they decide, any other sources of info, dealing with clients the general approach, reaching out to clients, etc] - make a list of questions based on this https://thealphabanker.com/2013/09/24/real-life-of-an-equity-analyst-bu… http://www.lifeonthebuyside.com/life-on-the-sell-side-equity-research/ http://www.lifeonthebuyside.com/buy-side-analyst-good-bad-day/ http://www.analystforum.com/forums/cfa-forums/cfa-general-discussion/91… http://www.analystforum.com/forums/careers/91325707 http://equity-research.com/ http://www.lifeonthebuyside.com/financial-modeling/

  3. How careers progress in terms of responsibilities, what tasks are you given initially, when do you get sector coverage opportunities, what is the route or path of sectors given for coverage, documents/reports prepared for internal and external purposes, means of communication how much is documented/how much is verbal, time for preparing documents (models/reports), road shows,

  4. What is preferred for further education the MBA or the CFA -

  5. Stock screening approaches if any are used example check the link below http://pg.jrj.com.cn/acc/Res/CN_RES/INVEST/2012/6/11/811812f5-7b74-4f8f…

  6. Any specific approach go keeping information organized apart from using Microsoft One Note and more in terms of:- (James Valentine's book/articles can be helpful for this) http://www.wallstreetoasis.com/blog/stop-reading-the-news-thoughtlessly… http://www.wallstreetoasis.com/forums/developing-a-macro-perspective

  7. For any investment based questions/understanding markets, etc --maybe this can help http://www.lazardnet.com/us/literature-and-research/document-library/

for other ER info http://www.wallstreetoasis.com/forums/how-to-prepare-for-bb-er-summer-i…

 

Occaecati enim in accusamus neque. Alias ducimus iure quos repellendus omnis quia. Rerum illum quae rerum eos aut. In similique vel neque quis et est. Et saepe qui assumenda debitis expedita rerum. Quas nihil numquam saepe architecto consequatur minima ullam.

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (202) $159
  • Intern/Summer Analyst (144) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”