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CS Major looking to switch and break into high finance - is it over for me?
As the title says, I'm a CS undergrad (first year) from a non-target in Canada, which is known for its above average CS placements, but not finance. I want to switch to finance because I hate CS and it's getting super competitive. What are my options if I want to get into AM / ER / S&T ? I don't...
Reaching out to recruiters - what am I doing wrong?
Hi all, I'm currently a senior equity research associate at a large mutual fund family on the west coast. I've been at my role since 2020, out of college, and I'm going to be leaving mid-to-late this year and am looking for other equity research roles (ideally at a single-manager) as an analyst....
Truist Exit Opps to HF/LO
Semi-Target Sophomore Breaking into Buy-Side
Hello everyone, I am currently a sophomore at a semi-target school in LA who has developed a huge interest in the public equity space (especially in small-cap stocks). The end-goal is to work at either a long-only funds like Fidelity, D&C, etc. or long-bias HFs and become PM. AM/MF seems to offer...
Advice on How to Lateral -- Networking Amateur
I am 2.5 years into ER and don't like my coverage (consumer) and want to cover Tech and to a different bank (EB//BB.) Does anyone have advice on how to do this? Applying for roles but getting 0 traction. Should I email the analyst directly and send some work or write a note for him/her on the space?...
One-pager
Hello, friends! Do you automate the process of creating/refreshing of one-pagers? In what form you collect information from pagers if it is for internal usage only? PPT, EXCL, DOC? I work as a credit analyst for SPDR components. Unfortunately the Bloom, SP inputs are not always accurate. I feel the...
HR Feedback, Thoughts?
Went through an interview process where I spoke with a 6+ analysts, MD's and the CEO. HR emailed me saying for a couple of "internal reasons" the director didn't make a decision on hiring. They also included "...at this point you are the only analyst candidate under consideration." I'm taking it...
Navigating Career Crossroads with Equity Research and Trading Background
Dear Wall Street Oasis Community First post here. I find myself at a crossroads in my career and am reaching out for advice on potential paths and strategies to align my professional journey with my experiences and interests. I have a diverse background with a strong foundation in equities research,...
Equity Research Training/Education
What are the best schools/undergrad/master's/mba/certificates for equity research aside from the CFA
Best Banks for Equity Research
What are the best banks/firms/hedge funds for a career in equity research and where I am likely to learn the most?
IR to ER
Hi all, I am currently 4 years into IR (2 years full-time post-undergrad) for a small-cap firm and am considering a transition to ER. Curious to hear y’all’s thoughts on how I can make such a transition, I.e. are there any specific ways I should tailor my resume to speak on how IR has prepared...
Equity Research Comp
Hello Everyone, I'm interested in gathering information about salary ranges for sell-side analysts, especially those with 5-6 years of experience in London. I understand that the exact figures can differ based on factors like the analyst's experience level, the bank they're with, and the breadth of...
Investor Relations to Equity Research
Howdy everyone, I wanted to gauge the feasibility of a hypothetical situation. I'm currently a portfolio management analyst and have wanted to break into equity research for about 3 years now. I was recently invited to interview with a company that specializes in healthcare with the position being...
180 Career Switch
Hi all, I've been a nurse for 9 years now, travel/contract nurse for around 7. I completed my MBA in late 2023 from a state school. I decided to do an MBA program over other advanced degrees for its versatility for job opportunity outside of healthcare but also within healthcare. Mistakenly, I...
Reconciling reported CapEx with the accompanying notes
I have tried to use the search function, but had no luck. I figured it would make my model more dynamic if I could break out the total CapEx to its respective balance sheet item, but for some reason I cannot seem to reconcile the reported CapEx on the cash flow statement with the accompanying notes....
Assistance with an ER report - Dollarama
I am looking to get assistance on finding out the Cost of Debt for a Canadian Company - Dollarama so that I can ultimately calculate the WACC(Weighted Average Cost of Capital). Since I am new to creating an Equity Research report. I was struggling to find the right kind of data from the Audited...
IBD to Equity Research?
A few threads on this from years ago but wanted to see if any updates or changes. Also want to preface this with the fact I don’t want to do PE, I want to break into L/S equity. I understand that earnings season can be extremely harsh, but willing to work the hours if I am learning. At a MM and...
London AM overview - mixed consensus on breaking in as a graduate?
Been reading past forums and there seems to be differing opinions on whether its possible to directly break into AM out of uni. Some are saying firms outright don't hire grads, while some are refuting this. I'm a 2nd year and have a BNY Mellon summer internship offer - typical recruiting has...
Medical student looking for IB internships
Hi all, For background, I am a final year medical student at Cambridge University in the UK and have wanted to transition into finance. I know that I have missed out on most IB internships for this summer so I was wondering if there are any other things I could do to get IB or even other paths I can...
Finding equity research reports for free without a Bloomberg Terminal
Hello fellow monkeys, I'm in quite a pickle with a case competition, and I'd like some input on where I can find free and decently accurate analyst forecasts for a specific company DGE.L. For context, the case opened up the last few days before the semester ended, so I could not reach my schools...
Equity Research at IMC Trading vs JP Morgan
Dear All, I am currently working at a leading US bank as an equity research associate. I've recently received an offer from IMC Trading which is just setting up their office in the country. Ultimately if I want to move into buy side roles which should i choose ? a) stick to current role and look for...
Equity Research analyst IMC Trading vs US Global bank
Dear all, I am currently working at a leading US bank as an equity research associate. I've recently received an offer from a competitor of Optiver which is just setting up their office in the country. Ultimately if I want to move into buy side roles which should i choose ? a) stick to current role...
Equity Research Compensation 2023/24 (London/Europe)
Hi Everyone, Thought we could kick off the 2023/24 London/Europe based compensation discussion. I’ll go first: Title/YOE: Associate 1; 2 years on sell-side and 4 years on buy-side Rank: 18/73 (we are ranked across the whole of research services) Firm Type/Size: Redburn Atlantic Base/Bonus:...
Equity analyst at a trading firm to MM HF L/S equities??
Maybe a tough nut to crack, but would much appreciate any advice if any experience/insights. Event-driven equity analyst at a well-known EU market-making firm looking to move to a fundamental equities L/S role, is this even feasible? For those that haven't come across, an equity analyst at a...
ER Internship Timeline (Europe)
Hi, Im aware that most of recruiting for IB in Europe is already over, but I was wondering if it is the same for Equity Research? I still see some pure research firms having open positions, are those up to date or just no being closed? What Timeline should I follow if I want to recruit for Summer...
equity research on resume?
current junior who interned at an equity research firm last summer and want to add it to my resume. Here's what I did: - drafted a lot of company reports to analyze whether they would be a good fit or not by looking at SEC filings - used bloomberg and valueline to predict company growth and analyzed...
Second day of internship 2 companies are reporting....
Hey guys, next week I am starting my off-cycle internship in Equity Research. Day 2 of my internship it is noted that 2 of the 5 companies my analyst covers are reporting. I feel like I'm getting thrown in the deep ASAP, is there any advice or tips that I should follow.
Need Some Career Advice... Work, MBA, MFin?
This will be somewhat comprehensive, and ultimately the question without any prior background is should I keep trying to look for a job? Should I go back to school? Whats your advice? Background I'm a recent graduate from Ohio University. I triple majored in Finance, Business Analytics, and...
Lazard Equity Research Summer Analyst 2024 - London
Wondering what stage of the process people have heard back from so far - I've done both assessment and Hirevue, but haven't heard back for over a week now (presumably dinged).
Buy Side Equity Research
Hi all. I'm currently seeking some insight on what roles in Buy Side Equity Research entail, similar to those on offer at Susquehanna. The questions that mainly arise include: - How does Buy Side ER differ from traditional Sell Side roles? - What purpose do these positions serve when reports aren't...
Is sell-side coverage objective?
Hi, I'm on the VC side with little exposure to public markets or equity research. Heard a public markets investor tell me they aggregate coverage from different sell-side analysts and use that to give them direction. Question for those of you in equity research: 1. How objective is your coverage?...
Should I include IRR in a stock pitch with 12 month investment horizon? Or is that too short?
Is IRR something worth including in a stock pitch if the investment horizon is only 12 months? I'm not sure because I usually like to include it but that feels like a really short time for an IRR.
What are some questions you'd always ask when meeting with sellside or company management?
I'm mainly looking at it from these angles: 1) Understanding what consensus thinks, Bull/Bear debate 2) Gain deeper understanding of the business model 3) Sieving out any other information that could be helpful for underwriting your investment case 4) Testing key drivers (and my assumptions) to see...
Credit Research to Equity Research [Career Transition]
Would it be a feasible/easy transition to go from Credit Research to Equity Research? Especially within the same bank?
Susquehanna International Group - Equity Research Associate
Hi all, does anyone have any idea of what the case study portion for the ER Associate (Entry Level) interview process is like? Or is it more of a financial modeling test?
How to make a 1 page stock pitch?
I’m a current undergrad entering a stock pitch competition. I’ve never made a pitch but am used to them being longer or in deck format, so I really don’t know where to start for this 1 page pitch and don’t know how to format it. Any tips on how to structure it or where to start? One page...
How to format a one page stock pitch?
I am a current undergraduate participating in a stock pitch competition. I don't know how to pitch a stock in just one page - that seems too short to elaborate or give any solid in-depth analysis. Does anyone have any tips as to how to get started or how to structure this pitch in one page? I feel...
Advice to a Graduate, and getting into Graduate Analysts programs?
Background for Context A little background is in a Triple major in Finance, Business Analytics, and MIS. I went to Ohio University. Interned at a Venture/PE principals firm as an analytics engineer, Hedge Fund as a Research analyst (Crypto Analyst), and then for an AI firm for my capstone as a...
Sector/Industry Coverage
Currently in a finance club and one of the projects we were assigned was to pick a stock (market cap 2bn-10bn) to research and present. I have taken lower level macro/micro economics classes but I have not taken any finance classes yet so my ability to perform quantitative analysis is a work in...
CFA Level 1 alongside Masters. Doable or too difficult?
Hey guys, I am starting my MSc Economics & Finance masters degree this September and have also been thinking about pursuing the CFA Level 1 qualification in the upcoming year as I am interested in investments and I believe it would be something that would further help me stand out when I look for...
ER Intern --> Job Opportunities?
Hi all, I just completed my internship doing ER. What sort of jobs can I relate this experience to when searching for full time roles? For context I am a senior at a semi-target school with this being my first internship experience.
Advice on Breaking into ER (Career in Crypto-startups/Non-target)
Hello gang, I am looking for advice to break into Equity Research from a non-traditional standpoint. I am 28 with a recent career as a 'generalist' in crypto-startups, to put it kindly, with a background in Business Administration with a focus on finance. I started school later and from a...
My Journey Into Equity Research..... Updated**
Here is my current journey and how I am trying to get into equity research. This is my story, and I hope to give peace of mind to others.
Am I screwed?
Rising junior here, at a non target with a 3.1 and hoping to improve. I have the polished resume and have been accepted into my school's investment fund. I have only gotten some asset manager applications out so far as I have had a rough year. Am I too late to break into banking? Is there any hope...
Breaking into London ER from abroad. Take the 1 YR MiF at LBS/Cambridge route or directly look for jobs?
I've posted on this forum several times and spoken to people about IB/PE and now I'm considering the alternative of continuing to staying in research and not going into banking. I started off as a sell side research analyst after a Bachelors in Finance from the University of Nottingham. I did about...
ER or IB/PE for activist fund?
I want to go to an activist fund eventually but I'm not sure which of the 2 paths would be best. I like the work of ER more, but if that won't lead to a job in an activist fund then I'd rather do IB/PE. Any alternative insight is very welcome. Thanks all
breaking into ER
Hi I work as an IR at a fund admin for alternative investments. I am studying for my CFA. Wondering if anyone has advice on how to break into ER?
My Journey Into Equity Research.....
Here is my current journey and how I am trying to get into equity research. This is my story, and I hope to give peace of mind to others. We are all going through the same thing and ultimately may be an outlet to share your stories as well. My College/Internship Experience So let's begin... I did...
Does It Make Sense To Get A MBA While In Equity Research?
Does it make sense to get an MBA while being in Equity Research? Why would you? What are the benefits and exit ops? A little background to the question. Your boy balled out in college, graduated in 4 years with a triple major, Finance, Business Analytics, and MIS, and has a high GPA. I was maybe...
Opinion of Certificates on Resumes (for students)
Hi WSO I need some advice: I'm a rising sophomore at a non-target school and plan on applying to different IB and Equity or Credit research internships later this year. I wanted to ask if having the Bloomberg Market Concepts and ESG certificates on my resume would add a lot of value or is it...
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