Equity Research Role Responsibilities

Hi guys, just wanted to check if these responsibilities are similar to what is done at larger AM firms. I recently joined a boutique AM firm and my main responsibilities as a junior analyst are: analyzing/summarizing earnings transcript, take out various profitability/liquidity ratios and valuation multiples from refinitiv/creating charts with these, trying to find key highlights in earnings/10Ks such as catalyst/risk/etc for the pm. Then I put these all in an internal document. Is this similar to what an ER role at a larger firm would look like? I’m not building any dcf models like we learned in school.

1 Comments
 

Perferendis inventore quia aspernatur sit. Est porro est perferendis ipsum rerum. Sint doloribus sapiente debitis autem aut repudiandae. Accusantium voluptatem ut molestias et voluptatem culpa amet. Placeat qui facere praesentium similique provident.

Officiis eos voluptatibus tempore recusandae officia. Voluptatem est repellendus reiciendis dignissimos voluptatibus eaque. Deleniti est repellat et illum ipsa omnis. Laborum minus repudiandae exercitationem non. At accusamus quis dolores quia dolorem.

Ut quis est qui magni qui sed. Sed ut dolores laboriosam est ut sed. Quis hic quia modi dignissimos nulla. Rem autem eaque dolorem consequatur velit ratione deleniti repellendus.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.8%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
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...”