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Equity Research vs Credit Research Compensation
Does anyone have any insight to share on the compensation of an equity research analysts vs a credit research analyst on the sell side? Also for the compensation at HFs, is there more money in credit or equity? Is it close? If anyone has some general numbers that would be great too thanks.
Equity Research or Credit Research
Hi everyone, I recently received two internship offers, one for HY credit research and one for equity research (both BB). I have a lot of interest in both asset classes and don’t know which one to pick. Long term I am fairly certain that I will eventually want to work at a HF because I want to...
Chances of breaking into IB from VERY non-target university in Aus?
About to start studying a Bachelor of Business (major in Finance, considering double major in accountancy as well) at a VERY non-target university (UOW) The reason for this is that I didn't put enough effort into high school to get in anywhere better, and my position at the high school I went to...
London 2023 Research SA Timeline
Updates on timelines for research roles in buy-side and sell-side at BBs, EBs and AMs in the UK for SA. Let me know so I can update.From personal Experience: GS - Hirevues outHSBC - Job sim outFidelity - Job SimMS - online tests (and TI out?)Blackstone - PymetricsLGIM - Jeffries - BofA - Video...
JPM CIB risk vs MM ER
Hi there, I got 2 offers but am not sure which one is better for a top MBA/MBB/buy-side: first offer: JPM CIB credit risk, tier 2 city; heard it's arguably an FO job in JPM. Exists include top BB IBD and T10 MBA program. second offer: Equity research associate at a low-tier MM, will work with an...
London ER Boutiques for SA 2023
Hi, I'm hoping to get a summer position in ER in London for summer '23. I understand I'm too late for the BB/MM firms. So I was wondering whether anyone can recommend any boutique shops in London I should apply to/shoot off a speculative app. Cheers.
WHICH EQUITY RESEARCH SECTOR IS BEST?
Hi, I am still a bit far out from applying to ER associate positions, but I would like to know which opportunities are good and which aren't. I've seen many posts that says you want a good bank, analyst, and a sector with good deal flow, so which sectors and banks are the best in terms of getting...
Portfolio Manager(AM) vs. MD(IB/PE)
What is the best track to being a high level portfolio manager? (I assume a high level PM can make more than an MD?) Is it ER Associate -> ER Analyst -> Exit opportunity to asset management/hedge fund? I've read that IBD is going to have better HF/PE exit opportunities, so would IBD be a better path...
Advice for new graduate hoping to get into AM?
I am recent graduate from Canada with an Honours BCom degree (major in Finance) and am hoping to get into AM. In terms of GPA, I would say it is is average (about 3.5/4.0). I have about a year of actual internship experience, however it was a marketing role during my first year of university. I have...
Roast my CV
Title sums it up nicely. Please give me any comments you have on my CV below, going to use it to apply for ER summer positions.
Equity Research Analysts - Switching Sectors
Hey all, curious to know how easy/difficult it is for a sell-side equity research analyst to switch sector coverage e.g. from doing just telcos or oil/gas to consumer or healthcare? Cheers in advance.
Which Sophomore Internship Will Set Me Up Best To Recruit For ER
Background: Freshman Year interned at AT&T in corporate finance, will hopefully have a 3.6-3.7 come spring recruiting season. Go to a nontarget, but good school with alumni in research at every bank. I have a few offers for my sophomore summer: Amazon - would be in their business unit in Seattle (I...
Equity Research Interview with Director of Wolfe Research
I have an ER Interview with the director of research at Wolfe. What should I expect? the interview is taking place over zoom. It looks like he saw my model and pitch (I sent it to an associate and he sent it to the director) and he enjoyed it. So I'm guessing he's going to be asking me about that?...
Why do ER reports have such high left margins?
Most ER reports have a very wide left side margin on the pages. I'm curious why this is the trend and where it originated from? Does it serve any purpose beyond the first page or two, where key data is put in that space? Here is an example of what I mean
2nd round
I am applying for an ER Internship and wondering what questions I can expect for a 2nd round technical interview? What should I study the most. What are they most likely to ask? Any ideas in order to prepare best way possible?
Interview...
I have my first interview for an equity research intern this week. I have worked extremely hard to get here and I am a little nervous. Was wondering if anyone has any tips/ideas for the interview. What type of questions should I be prepared for etc. Any help means a lot to me! I want this more than...
Dual threat (Low GPA, no internship experience) Dec ‘22 grad looking for advice to avoid working for Northwestern Mutual or Vector Marketing
Hello bored analysts! So as the title says im graduating in a couple of months with no relevant experience and a low GPA. I do, however, have a rough long term plan. The Plan: Get some decent paying finance job for several years in order to save up for a quality MSF. Hopefully then get a role in the...
Asset Management Internships
I am interested in breaking into pure play Asset Management from undergrad. I've noticed that many firms recruit undergrads (T Rowe, Fidelity, Wellington), but I would like insight into the process and difficulty breaking in. A couple of questions to spur discussion: Is it a hyper-target-only...
Series 7 Sponsorship
Hello All, I'm currently working middle office at a MM and was looking into making the change over to ER. I was not sure what I wanted to do out of college so I took the first job offered and have been with it for about 6 months now. With this role, I was sponsored to take the SIE and Series 99...
Equity Report Request
Hi, I am learning about equity research, and would like the equity report for Yellow Pages on the TSE:Y. If anyone has access to it, I would greatly appreciated! email is dan. fraga33@gmail .com Thank you
New Substack with solid Econ insights
Check out Economic Insights on Substack. Here is a recent memo: BlackRock's Magic Lamp The situation #BlackRock is widely known as the world’s largest asset manager by assets under management, overseeing north of $10 trillion since the beginning of 2022. Less well known, however, is that BlackRock...
Tips for doing channel checks?
I have an interview with a boutique research firm coming up that involves cold calling companies and conducting channel checks. Does anyone have any advice as far as what questions to ask, what information to get at, etc? Any help would be greatly appreciated thanks.
Feedback on Stock Pitch - SHOP
I have an equity research interview coming up and I've decided to prepare my stock- pitch . This is my first draft and I would really appreciate some guidance / critiques. Thanks in advanced. I'm having trouble tying to keep it under 2.5 mins. What should I remove? What should I add? Disclaimer-...
Breaking into Finance with Accounting Degree
My stats: -I have an accounting degree from non-target. -I have a computer science minor -I have a 3.9 GPA -I am eligible to start the CPA program -I have a model that makes annually 16% and 12% DD since 1988 (stats can be adjusted with leverage) same volatility as S&P 500. I think the best part is...
Website for company screening
Hello Dear! What tools and websites do you use to find the company, to find the biggest palyers in sector etc? Do you use any extra subscription or membership above the firm gives you? Thank you!!
Trading Assistant Global desk in Bulgaria- Is this a good opportunity?
I got an interview to work as a Trading Assistant in the Global Desk . I am wondering what exit opportunities can I have after few years of experience in this and if the fact of working in Bulgaria can make it difficult to find a job in Western Europe after 4-5 years. I also wonder, is this job a...
Stock pitch for graduate
I'm an economics undergrad about to apply for graduate roles (UK BB ER). I've seen a lot about ER having a stock pitch interview, would this be common for someone coming straight out of university or does it apply only to experienced candidates?
Msc Finance Bristol vs Bath vs Durham vs Queen Mary???
Hi, I got a Msc Finance offer from all these schools and ik that none of them are "target' schools, but a lot does matter on the person rather than the uni they went to. I just wanted to know which of these places would increase my chances of landing an interview at a top IB firm/HF considering...
Active vs Passive management research project
I'm going to get straight to the point: basically I'm wondering if there's any database that tracks the average return of actively managed funds over a historical time period. I need this data for a research project for my internship. Basically I'm trying to find certain time periods in which...
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Student looking for ER Reports
Hey, I am working on a pitch to send out as part of my networking. Would appreciate if anyone has reports or models to further understand the company. Thank you in advance.
Getting an interview from networking call
Over the past few weeks I've done about 15 networking calls, all with ER analysts. Almost every single call has been essentially the same. I introduce myself then we talk about the analyst's background, the ER industry, their coverage sector, etc. for 20-30 minutes. Towards the end of the call, I...
Best advice for incoming ER '22 cohort
Will be going into ER in a few weeks (BB, Associate, sell-side, east coast) and thought I'd tap into the wisdom of the crowd on how to thrive on the job. I've learnt a ton (been bookmarking many great pieces of advice in various forums here) and I absolutely love some of the discussions. Would love...
BMO Commercial Banking Analyst Development Program
Hi all, I wanted to ask you guys what you think of commercial banking and what the exit opportunities are. I'm currently interested in the role because it provides a good stepping stone route into corporate banking. For those who work in commercial banking, what are base pay and bonuses like? What...
Giving up on IB before I start?
I'm an incoming MSF candidate at one of the/ the top US program with a F500 and a few month boutique IB internship. I got so fixated on IB that it's all I really considered in terms of career options for the past year, but to be honest, the appeal has really started to fade. I've had networking...
Breaking into ER with IB/Corp Fin internships and a top MSF
So I’m in an interesting position. I’ve had a 6 month boutique IB internship with some deal experience, and a F500 corp fin internship abroad in Europe. I’m headed to the top 1/2 MSF program in the US. After interning and networking heavily with IBD analysts, I realize that it’s maybe just...
MS vs Evercore ISI for SA2023
I know evercore is slightly better for research from the II rankings/# of II ranked analysts at each, but is there a substantial difference in quality for buyside looks after a stint at either? Morgan Stanley seems like a bigger outside name but I'm not sure what it's look when asset managers...
Layoff Updates
Posting here because it’s the most active board. Seems like the wave of layoffs is coming. Already word out there, at least in my circle and some news reports, about CS, RBC and MS. Apparently there are also a number of boutiques that are pulling the reins on cost. Feels like only a matter of time...
ER to ECM or equity sales?
Currently 7 months in ER and have realized that I do want to be a career banker. I picked ER ONLY for the highest amount of Exit opps (and my love for public markets). MD told me that Equity Sales and ECM make more (especially bonus). Hence, I'm looking to change into either ECM or Sales. Now I do...
ER Interview?
I recently got an interview for a first year ER associate for diversified financials. The interviewer said that it would be a mix of technical and behavioral questions, and I also know that they do ask for a stock pitch. I was just wondering if anyone has any tips or advice? It would also be great...
Passing up on a job?
Have FT offers for HF and ER. Long-term, I'd prefer to work at a HF, but I'm concerned about: - what happens if I do poorly at the HF in my initial year(s)? What exits are there realistically? Would ER prepare me better for a long-term investing career? I am weighing the options.
Stocks are Better Than Bonds
Investor psychology is obviously a huge factor in markets, but I feel like many retail traders / people outside of the industry don't think about how these biases and influences to decision making can be used when investing. Having done a fair bit of research into behavioural econ, I wanted to share...
How to Thrive on Your Research Internship
With the internship season upon us, I want to share my advice that help you make the most out of your research internship. You Will Have Many Customers Your number one customer in the summer will be your immediate sector team. Your top priority is to add value to your team in all ways possible. Take...
Equity Research Interview / Modeling, Writing Test Preparation
So I'm gonna be applying to various Boutiques in August / September (some are later). I've done the networking (I have quite a few referrals on the table) and I have work experience (EY M&A - 1 year). I'm Graduating my undergrad in December of this year (Non-Target). My question for you is: I know...
Difficult Decision (Finance to Tech?) - I Love the Markets but...
I know this has been discussed multiple times but I'm currently looking at next steps in my career and I wanted to share my thoughts on a difficult decision I have to make and hear what people have to say as well. I'm currently approaching Year 1 in valuations at an accounting firm (think Big 4). We...
How to pivot to VC (deal team) from ER?
Hi all - as stated in the title, I am wondering how one would go about getting looks/interviews for a position as a partner/principal/vp at a seed/series A shop? I'm currently a lead/covering analyst at a bank in a techy sector (think industrial tech oriented). Maybe it's nearly impossible without...
Need of Equity Research Analyst
Imagine you've decided to buy a new phone. What would be your process of selection? For the price range decided, you would short list a set of brands, compare various technical specifications and depending upon what factors are important to you - whether it’s the batterylife or the megapixels of...
How to answer mid/long-term career goals question in SS ER interview?
I'm interviewing for entry-level SS ER positions and I'm curious how to answer this question. Ultimately, I'd like to move to buy-side HF/AM at some point, but is that bad to say in a SS interview? Do they expect me to say I want to be SS for life? Or just that I'm looking to learn a lot from senior...
A Day in Life of My Sell-side Days
I got people find this very relatable and funny, but sadly real. Enjoy. During my sell-side days, I lived in Manhattan and my apartment was 3 blocks away from the office. This represents a day during earnings season, so it's particularly bad, but more entertaining (for you only of course.) 6:00am...
Deciding between ER internship at a boutique and Ops internship at a BB
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