Silver BananaTopicAuthorRepliesFreshnesssort ascending
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WSO Hall of Fame: Equity ResearchThe Wall Street Oasis Equity Research Hall of Fame provides a comprehensive collection of some of WSO's best discussions on the equity research industry. Keep in mind this Hall of Fame does not include Q&A sessions by WSO veterans. To view a full list of Q&A’s & Interviews please n...
WallStreetOasis.com
09 months 1 day ago
0
How to use the quarter to forecast the following years' revenue?I'm working on the valuation about the 3d printing company which just completed the revise takeover last year in August. Apparently, the data I can use is just based on the latest quarterly report which was released just couple of days ago. My question is, how can I used the quarterly data to predic...
Adeline SHEN
01 hour 32 min ago
+16
Top 5 Stupidest Publicly Traded Companies I was screening for new l/s ideas yesterday and forgot to filter market cap. Some hilarity ensued, and having a minute this morning, I figured I would share this collection of monkey shit. Yes, these are/were real companies and you can look them up on Cap IQ if you want. 5. Reality Racing (OTCPK: RR...
George Kush
502 hours 51 min ago
0
FITCH Ratings Summer Analyst InterviewHey guys, I am attending an AC next Friday at the FITCH London office. Maybe it's a rather silly question, but I just want to ask what kind of a suit would you recommend to wear? Rather a darker one or a more bright colored suit? Is a quite bright grey suit with just one button OK (I'd say rather no...
Adam-Maryniok
29 hours 6 min ago
+1
GS vs. JPM vs. BlackRock AMLondon: Goldman Sachs is sell-side ER, JPM and BR are both buy-side ER. What would you choose and why? ...
Robin Hood
622 hours 58 min ago
0
orthotoER
42 days 8 hours ago
0
Equity Research writing test+modeling test next Tuesday, seeking for adviceHey guys, I am going to attend a 2 hours writing test + modeling test for an ER position next Tuesday, since I dont have any experience or much knowledge about ER, could anyone give me some advice on what the test might cover or what should I prepare for it? Thanks. ...
ashleyho
1073 days 5 hours ago
0
Geographical Transfer for ResearchI've recently netted an SA offer in research from a top-tier BB in Hong Kong but I am interested in getting out of city as soon as possible. My acquaintances have mentioned that Hong Kong is already a good office for research, but due to personal reasons, I wish to transfer to one of the two followi...
inhopesofshorterhours
03 days 10 hours ago
0
Likelihood of moving into ERHi guys, I am interested in moving into ER in HK and would be grateful if you could provide some opinions on my chances of breaking in. Some background about myself: 1: Undergrad - Accounting [from NUS/NTU in Singapore] 2: Currently doing a Masters in Finance from a top European school 3: Had approx...
asocialnot
04 days 6 hours ago
0
Help with financial modeling assignmentHi all, I'm new to this forum and I'm looking for some help. To provide background I'm in the final stages of securing an entry level equity research opportunity. As part of the interview process I am required to complete a financial modeling assignment in which I need to build the income statement,...
shawnb06
85 days 13 hours ago
+1
unlever beta with preferred stockDear all, My query is the following (hope one of you could help): I'd like to take into account preferred stock when unlevering equity beta & then relevering the asset beta to a new equity beta, appropriate to the target cap. structure. If I pick Hamada hypothesis (existing tax shield & null...
ManoftheShadow
36 days 3 hours ago
0
Break into Equity Research- Just Graduated from University (No Experience)Hi Guys, I just recently graduated from a russel group university, achieving a 2:1, and currently enrolled to take the CFA level 1 in June 2017. I do not have any work experience, I am currently reading books about value investing and the industry to help form a bigger picture and gain familiarity w...
Npats.59
11 week 1 day ago
0
FCA Examination - Getting ApprovedHey guys, Going through the process of getting FCA approved and just started studying for the necessary exams. For those of you who have taken the exams before, what would you say is the best approach for it? Any specific advice? Thanks! ...
s2222323
11 week 1 day ago
0
Calculate PE by using payout ratio, cost of equity and growth (Damodaran) for 3 stage?Dear all, I'm reading earning multiple chapter in Damodaran book. He demonstrates the formulas to calculate PE by using payout ratio, cost of equity and growth rate for 1 and 2 stage but he don't show formulas for 3 stage as FCFF or FCFE. Please help me how is formulas for 3 stage? Thanks a lot ...
sharehunter
01 week 3 days ago
0
Series 87Hello all - I am taking the Series 87 next week and wondering if the WSO community can offer some perspective into the exam? How many hours did you study? Anything you would do different in your preparation if you were to do it again? Looking forward to hearing you thoughts and suggestions. Thank yo...
vdubben
01 week 4 days ago
+73
Here is How Equity Research Works - 4 StepsI was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely close front office position fails to understand ho...
IamObama
1181 week 4 days ago
+1
How many companies do you know?Hi all, I'd like to hear a few numbers about how many companies you cover on a regular basis, how many companies you get to know per year (which means you know them so that you could recommend the company for investing). And, do you think it is efficient to get know as many companies you can - let's...
hedgetrader
131 week 4 days ago
0
Reputable websites for ETF research and analysisI have a lot of cash just sitting around. I work in RE but need exposure in the markets. I'm looking to get a few solid ETFs or funds researched so I can invest in them long term and periodically readjust my holdings. Obviously there's a lot of garbage click-bait websites out there. What are some so...
Surfing Pirate
01 week 4 days ago
0
Real Estate modellingHey, please does anyone have an intro into RE modelling and the basic terms (EPRA NAV, FFO I, FFO II etc). Appreciate any overview that helps me here. Thanks ...
sa-jue
01 week 4 days ago
0
Investment analysis help!Its time to make some desperate help attempts in here. I wouldn't had started it here if it weren't so urgent. I have to produce an investment analysis/thesis(max 3 pages) of any firm as a part of the interview process at a boutique. Now it ought to have a good content to land me the next round whic...
MavIB
21 week 5 days ago
0
How long till you heard back?Hey All, I had my final round little less than a week ago and am still waiting to hear back. As you may imagine, I'm pretty anxious to find out one way or another. Was wondering if you guys could share how long it took to receive your offer or to be told the bad news. Thanks! ...
MrBateman10
11 week 5 days ago
+1
Securities Exam Series 7, 63, 86 and 87 recorded lectures, exams and books for sale cheap Hi, I'm selling series 7, 73, 86 and 87 notes, books, online final exams, and access to lectures and lecture handout. This is the same I used to pass all 4 exams easily in one go. Can either post the books or meet in person in NYC to hand over. Willing to sell for cheap. If you are interested, pleas...
markCa
81 week 5 days ago
0
Biotech/Pharma FinanceI have an undergrad and Master's degree in science, and am currently working at a small life science consulting firm that works with biotech and pharma companies, primarily in market access, pricing, and reimbursement. I am really interested in jumping into finance, and was wondering if getting my C...
babaganoosh213
01 week 6 days ago
0
Best way to get constant news on your companies?Hello friends, Not working in equity research right now, but that's where I want to be down the road. The build a background, I follow a handful of companies very closely. I model them out and like to test how my forecasts come out vs the actuals. I've been spoiled at my current job. I have a Bloomb...
TeenageDiplomat
21 week 6 days ago
0
What do you do to break into ER?I'm a undergraduate student, who wants to go into ER. I'm at a non-target, but I was wondering how difficult it is to get into ER. Is it like IB, where perfect grades and a target school can get you in, or is it more relaxed? I was wondering how difficult it is to break in, if you really want to bre...
jaja12222
01 week 6 days ago
0
Asset managers merger modelHey, am familiar with non-financials merger models. Please can anyone briefly describe a mini asset manager merger model between 2 asset managers. Have not come across a template anywhere online - Thank you ...
sa-jue
02 weeks 8 hours ago
0
$AMZN On Watch For Hard Flush: See What Level Needs To Break To Cause ItShares of Amazon (AMZN) are holding a sharp trend line as seen in the stock chart below. However, the share price trades below this line, a massive computer (algo) sell program will hit, driving the stock sharply lower. There is also a bearish pattern forming in recent days which does indicate Amazo...
Markus Teller
02 weeks 3 days ago
0
Canadian Big 5 Equity Research to CPPIB?I am currently an Equity Research Associate at a Big 5 Bank in a very prestigious group. I came straight out of my undergrad into the position and I should hopefully have my CFA completed in 2 years. I was wondering if a jump to CPPIB - either in Thematic Investing or Global Corporate Securities - w...
Btown93
02 weeks 3 days ago
+7
2017 ER BonusesWe are nearing that fateful time of year when numbers discussions take place. There are already a couple of these out there for IBD/S&T so let's round it out with ER. Let's keep this pretty simple and straightforward: Bank: BB/MM/EB/etc. Bonus: in USD. Also denote whether or not it's a stub. Bas...
Street Smart
582 weeks 4 days ago
0
3 statement dynamic model with projections templateHi Guys, I am in third round equity research interviews and have to put together a 3 statement, dynamic, financial model that is capable of doing not only historicals obviously but projections. Problem is, my group never uses these type of models. Does anyone have a template they could pm me (or ide...
arya180
182 weeks 4 days ago
0
Where do paid/salaried research analysts get their "research"?Is it from Google? This is a serious question. I want to know where all the "research" comes from if your job title is "research analyst". Do they just go to google to find out more about a company? ...
TheBestMan
12 weeks 4 days ago
0
CLSA cutting all US ER StaffSo it was just announced that CLSA cut all US ER staff, including Mike Mayo. What do people in the ER industry think of this? The email highlights: "Driven by declining revenues in equity research and increasing investor demand for low-touch, best execution strategies the changes announced today wil...
gryphus
42 weeks 5 days ago
+5
Moelis Young Leaders Diversity ProgramJust an FYI, saw this come across my feed on LinkedIn and thought some of you could take advantage: Calling all sophomore undergrads in the US! Moelis is pleased to announce its inaugural Young Leaders Diversity Program. This hands-on and immersive program gives sophomores an opportunity to spend th...
WallStreetOasis.com
262 weeks 5 days ago
+19
Equity Research Q&A with FlakeMod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of these "fielding questions" threads and I thought they were extr...
Flake
1522 weeks 6 days ago
0
CPA or MS in Finance/CFA?I've been curious about this for awhile, and I thought Wall Street Oasis might provide some good insight. I graduated with a B.A. in Finance in May 2016, and I was lucky enough to find a good job as a compliance consultant/officer for a major financial firm. However, I know I have a ceiling in this ...
ryanfze55
42 weeks 6 days ago
0
Keep the fire burning~6 months ago, I started a new role in ER after a 6 month networking / hunting extravaganza. I spent a significant amount of time developing relationships with a number of industry professionals. However, now that I am in my new role, I haven't kept in touch with my network base and would like to ...
MrMonkey2U
12 weeks 6 days ago
+1
Series 86 AdviceTaking the series 86 in a couple weeks. Have heard from a few people it can be a challenging test to pass. Any advice from past test takers? Using STC study materials as of now, hoping those are sufficient to pass. Appreciate the help! ...
bambambigelow
72 weeks 6 days ago
+4
Horrible Boss or is this Wall St?Hello Everyone, I'll keep this short and sweet. I took an ER job out of school (after running my own little ER biz). Working on Wall St is great, I'm learning a ton, I put in the hours and I'm on the front lines. Outside of continually getting up to speed, I passed my Series 7/63 within two months o...
ERWallSt90
592 weeks 6 days ago
0
Career Advice FP&AHello, I'm an FP&A Analyst at a major Canadian Retailer. This is my first role out of school and I'm looking for advice on what my career prospects can be in Corporate Development(within or at other companies), Equity Research or Investment Banking. Aside from retail I'm interested in the real e...
s86ahmed
23 weeks 10 hours ago
0
Sophomore internship or classes to boost GPA?Hi everyone! I'm currently a sophomore at a target school with a 3.35 GPA looking to weigh my options this upcoming summer. My options this summer are to: 1) Keep my part-time job as an office assistant at a nonprofit and take summer classes to boost my GPA to a 3.5+ (my role is non-finance related)...
playmaker
13 weeks 22 hours ago
+16
Ask an experienced senior analyst anythingSo I'm feeling a bit generous over the holidays. So have at it kids, ask away. Straight-dope answers will be provided. ...
Frank Rizzo
833 weeks 1 day ago
0
BB First Year Equity Research Base Salaries as of now?Hey everyone, Just wondering if anyone could fill me in on what are the BB Equity Research base salaries for first years right out of undergraduate as of now. ...
killaqueeen
143 weeks 1 day ago
+1
3 statement financial model templateDear all, I got past my second round interview for equity research associate position, and they have sent me an assignment to do. I was wondering if anyone had a dynamic 3 statement financial model that they would be so kind as to let me see. I want to make sure that I am doing everything right, and...
afthomps
733 weeks 1 day ago
0
Do I have a decent shot of getting an entry level role?Hey guys, so I have nobody to turn to to get an idea of where I'd end up so thought I'd ask here. I'll try to make it short as possible. I graduated from Purdue in 2011 with an electrical engineering degree, GPA around 2.5-2.7. I had no experience, no network, etc. I somehow managed to land a job in...
MyrenJobrah
03 weeks 1 day ago
+1
Help - JP Morgan vs. Wellington Management Research Hi all, Here's my situation: I have an offer for JP sell-side research. I also have a super day with Wellington for equity research on Dec. 2nd. If it comes down between the two, what do you guys think? ...
BellerophonCadmus
183 weeks 1 day ago
0
From Strategy to ER- HelpI am going to be spending a year in a co-op at a BB as a business analyst in strategy, before returning to school to complete my final year of undergrad. Just wondering if anyone can offer advice as to how to make a transition afterward into ER/ IB/ a similar FO position/ if this is even realistic t...
LikeTotallyAProdigy
03 weeks 3 days ago
0
Where do you find analyst team rankings?I'm looking to find out 2016 analyst team rankings. I know that it's on the Institutional investor website but it won't let me sign up without using a corporate website ...
WallStreetResearcher
03 weeks 4 days ago
0
Equity Research Final Round - Quarterly Results Write-upHello! I have an upcoming final round interview for an ER shop that is designating a 1-1.5 hour time frame with which I will be asked to do a write-up on a company's quarterly results. I was wondering if any of you have had experience with something like this in the past? I assume a lot of companies...
MrBateman10
13 weeks 5 days ago
0
High Customer Traffic Boosts Walmart's Sales during Q4 2016 Walmart's international business delivered strong sales growth in constant currency in 4Q17 and Sam's Club delivered its best comp sales growth of FY17. The company added that it expects to train more than 225,000 department managers and hourly supervisors by this fall. ...
Leroy John
03 weeks 5 days ago
0
Advice Needed: Career Switch to ERPosted this in general IB forum, but think this is the better spot for it. Would appreciate the help! Hi, so I am currently a consultant for a life sciences consulting company. Thinking about a switch to a healthcare-focused IB (maybe a industry analyst or equity research associate). Would apprecia...
Trust_the_Process
03 weeks 6 days ago
0
How easy is to change sectors when you become an ASO?So I wanted to change sectors because the coverage universe in my current role is in secular decline. I wanted to do Software/Internet, primarily because its interesting but also really helpful for my career long term. Wanted to know how to set myself up for that? ...
ar169
03 weeks 6 days ago
0
Magellan Research Group--Anyone know anything about it? Greetings, I've been a lurker on this forum for years and have gleaned some great advice from it--now I decided I would ask a question of my own. Sometime ago I applied to an Analyst position at Magellan Research Group through a school job board and they just reached out to me to schedule and interv...
SMU843
24 weeks 1 day ago
+1
First equity research report ever writtenWhen was the first ever equity research report written? Does someone has any clue? I am really interested in the history of equity research. Stocks started trading in the 17th century but ER only seems to have started in the post-world war II war. Was there really nothing in between? Any suggestion ...
bakura2121
14 weeks 1 day ago
0
Do Financial Analyst careers prefer Accounting or Finance Majors?I want to be a financial analyst, however i do not know if they prefer accounting or finance major graduates? ...
OmarO3
31 month 2 hours ago
0
Big 4 Audit career changeI'm a CPA with 2 years of big 4 audit experience - I'm looking to make the switch into either 1) ER at a boutique firm 2) PM at or 3) Transaction Advisory w/in the same Big 4 firm. I've had phone interviews / discussions with each. Overall, I'm pretty unfamiliar with the financial services industry...
Trot Nixon
This topic has been moved
0
Junior Research Analyst KnowledgeI'm about to interview for a FT junior research position at a BB and was wondering how much accounting knowledge I am expected to know? I read the Rosenbaum book on investment banking and have looked through SEC filings as well as watched YouTube videos on accounting. Would you guys say that's enoug...
sonnypatel
11 month 16 hours ago
0
ER Industry SwitchI'm fresh out of college. Interned at a buy-side firm before covering internet stocks. Found the industry fascinating but ended up with an offer covering big pharma at a boutique sell-side shop. Not sure if the industry is my cup of tea, though it may grow on me later. Just curious if it's possible ...
cobikkk
21 month 23 hours ago
+1
Which interesting company to analyze? Hi all! I am submitting an application for an ER position and my contact told me to stand out by submitting a brief analysis of any company without going into too much math. I'm thinking of doing something like SWOT, comps, targets, technicals, recommendation. Can you recommend an interesting and le...
pl.fg
71 month 1 day ago
+1
Most Important Bible Verse in BusinessStore locations may become unsuitable due to, and our sales volume and customer traffic generally may be harmed by, among other things: economic downturns in a particular area;competition from nearby retailers selling similar apparel or accessories;changing consumer demographics in a particular mark...
George Kush
71 month 1 day ago
0
Equity research reports - BB technology TMT industry reportsmsg me if you would like copies - comprehensive industry reports - full length ...
wallstreet_hacks
181 month 3 days ago
+1
Would anyone have a FIG model?That they could share, of course. I appreciate any generosity. ...
Jim Cutler
61 month 3 days ago
0
Analyst reports for education/knowledge sector?Hi all, Does anyone know of any good analyst reports for the education/knowledge sector? I'm interested in learning more about the ed/knowledge sector: K12, Higher Ed, Corporate/Vocational Training. Edtech, ed services (publishing, etc.). I hope to keep up to date going forward. If this isn't the ri...
a7b9c13
31 month 3 days ago
0
How to prepare for your first job as an equity research analyst at a long-only boutique investment fundHere's my background: I have an BA in economics and MSc in investment. Right now, I'm interning at an investment bank. In 2 weeks, I'll start my first full time job as a buy-side equity research analyst. I was an entrepreneur, so understanding a business from operational perspective is relatively ea...
ef_
31 month 4 days ago
+1
Activision Blizzard - Net effect from deferral of net revenues and sales forecastHello everyone, I am an Equity Valuation masters student and I am at the moment valuing Activision Blizzard. I noticed in some analyst reports that they do not include the net effect from deferral of net revenues in their revenues forecast. I wanted to ask if anyone know why they not include that va...
nearr
51 month 4 days ago
0
Activision Blizzard Capital Structure. WACC or APVGood morning, I am at the moment trying to value Activision Blizzard. I did some research with regards to which method I should use to value the company, either WACC (DCF) or APV. In my studies, I found that WACC should be used if the firm keeps a relatively constant capital structure or if the firm...
nearr
11 month 4 days ago
0
Semiconductors Hi, does anyone have any good resources or primers on the Semiconductor sector? thanks appreciate it. ...
SelectStar
01 month 5 days ago
0
What sectors are covered by Morgan Stanley ER?Just doing research on the different BB's ER departments and couldn't find information as to which sectors MS covered. ...
aintnothang
21 month 5 days ago
0
Tips for non finance student having a GS GIR superdayI've got a GIR assessment centre for the work placement scheme coming up soon. Some tips would be really helpful, as I haven't had the background of economics or business students. So far i've only had one internship in an ER department, revised DCF, financial statements and ratios from a module i'v...
jlasl31
01 month 5 days ago
0
Equity Research Associate Salary? - Canada Hi everyone, I was going through the forum threads looking for research associate salaries specific to Canada, but didn't seem to find anything that wasn't dated or too general (not firm specific). I like to think that I have a pretty good idea of what the average base and bonus are for a first yea...
prokofiev
151 month 1 week ago
0
Hottest Equity Research Sector to join in 2017Which equity research sector is hot in 2017? i.e. expanding more and in need of new Equity Research Analysts ...
rlouc
41 month 1 week ago
0
Audiobook Industry PrimerAnyone have any good audiobooks on learning about literally any industry? Trying to be more well rounded and I'm trying to find an industry primer type book that I can listen to. ...
SuperMike19
01 month 1 week ago
+1
Should stock pitches be for the sector interviewing for?Maybe it seems like a silly question, but I have a couple interviews for associate level positions next week and I'm wondering if my pitches should be for the sector I'm interviewing for to show interest in the specific industry. Or is choosing a stock in another sector better since the analyst may ...
Interviewee08422
81 month 1 week ago
0
GS GIR Interviews - how many rounds?Would appreciate if someone could shed some light on GS' GIR interview process regarding junior candidates By junior I mean post-graduate FT positions ...
vernge01
21 month 1 week ago
0
SB for Healthcare/Pharma/Biotech Industry PrimersI am looking for some healthcare/pharma/biotech primers, primarily from BBs. If anybody can provide copies of the most recent editions, particularly Deutsche Bank's "Global Pharmaceuticals: Pharmaceuticals for Beginners", they will receive 2 SBs for each primer. PM me please if you have any primers....
ikemblem
511 month 1 week ago
0
Decision HelpI'm an MBA at top 5, selecting a 1st year internship. No direct investing background. I need to help choosing between BB ER (ER) in New York and Mutual Fund in Tier Two city(buyside). Ultimately, my goal is to go buyside, and really drawn to the idea of New York. Am I shooting myself in the foot by ...
theoriginalkmoney
31 month 1 week ago
0
Series 7 and Series 63I recently got offer for equity research. As part of the position, I am required to take the Series 7 and Series 63 exam. How should I prepare for these exams? Are there any good exam prep materials I should use? ...
lazarus
301 month 1 week ago
+1
Should this oil & gas engineer get his CFA?I recently accepted an offer to work for a mid-size investment bank as an associate on their E&P Equity Research team. Previously, I spent 5 1/2 years working as a drilling engineer for two different major service companies with field development experience in North America, South America, Euro...
rooddan
21 month 2 weeks ago
0
How to get my foot in the doorUnfortunately It took me years to find out what i wanted to do with my career, but now that i know i worry it's too late to find a way to break into the industry. I'm 25 years old and just finishing my MBA. I currently am closing in on my second year with a local energy company where i have an accou...
murphymt195
71 month 2 weeks ago
0
Benefits of using a Bloomberg terminal for ER based research?Aspiring Equity Researcher here. I have never had access to any enterprise financial software before. I'm interested in hearing about the benefits of using a Bloomberg terminal. Specifically for valuation purposes. When valuing companies I find that some of the most cumbersome tasks include determin...
StopTryingYourBad
21 month 2 weeks ago
0
Special Situations InvestingI was wondering if anyone could provide me with any resources pertaining to special situation investing? I'm particularly interested in any books/publications/investor letters that will help me think about such situations and also analyze them properly. I've recently bought the You Can Be a Stock Ma...
TheDilemma99
31 month 2 weeks ago
0
Learning About/Staying Up-to-Date on the Medical Device IndustryI recently switched sectors and am currently working with an analyst that covers a number of medical device companies. Therefore, I was wondering whether anyone has any good resources (particularly newsletters/blogs) that would help me learn about this industry. I am currently subscribed to: Kaiser ...
StreetMonkey2007
01 month 2 weeks ago
0
Cross Research GroupDoes anyone have any information on this company? Boutique equity research firm that focuses on InfoTech. Applied for an entry-level associate position and have a phone interview tomorrow. Looking for any information. Thanks. ...
sfnj91
111 month 2 weeks ago
0
Rutgers Econ Major, as a feeder school to NYC firmsHi everyone, this is my first time posting on WSO. I am currently attending Michigan State, I am a freshman. Just wondering about Rutgers-NB as a feeder school to the Big 4 Firms, and what school has a better reputation. I have sent out my transfer app to Rutgers for security because it is due on Fe...
Aman-Sarna
01 month 2 weeks ago
0
Final Interview Feb 9I have a final interview February 9th with a bulge bracket focusing on O/G Services. Does anyone have suggestions to bush up for the technical part of the interview? ...
rclark16
01 month 2 weeks ago
+1
Checklist for London ER interviewingHi all, I'm from the States and am currently in London on a tier 4 student Visa at a non-target doing my classes in the evening, and am spending all my free time trying to prepare for upcoming interviews in ER this spring for a FT London gig (I am hedging my bets applying to other positions but this...
OCbFree
61 month 2 weeks ago
0
Work/Home BalanceI am trying to find an exciting field that will allow for a good home/work balance. By that I mean about 10 hour workdays, early Fridays and Saturdays off, I married and started a family very young (20), now that I am 26 I have returned to school to finish up. I have young children and a husband at ...
mat-wise
01 month 2 weeks ago
0
Equity research final round in 3 days - How do I learn excel/modelling?Hi guys, got a final round in 3 days and I really need to learn everything. Don't currently work in finance so studying up on accounting, statements, formulas. Question is how do I learn the excel and financial modelling part in just 3 days? Any courses or tips? Where do I even start? ...
kbz13
11 month 3 weeks ago
+1
Studying for Series 86 with limited accounting/valuation experience-- Tips?Hey, I wanted to ask what someone may think about what my course of action should be for preparing for the Series 86 IF I HAVE LITTLE ACCOUNTING AND VALUATION BACKGROUND. Not a business or accounting major. I took an accounting class a while ago and am pretty new to valuation/modeling. I recently to...
HarryPotta
61 month 3 weeks ago
+1
Bernstein writing test?Hey guys I have a writing test in 2 weeks with Bernstein's London office but I assume it's pretty standardized across geographies. Has anyone done one of these before or know I should best prepare? ...
rayzee
31 month 3 weeks ago
0
Performance Analyst Exit OppsHey Guys, I have the opportunity to interview at a Chicago shop for a Performance Analyst role. The following are some of the job specs: -Calculating, analyzing, and reporting portfolio, security, and benchmark performance -Preparing and explaining attribution analysis -Preparing and organizing risk...
MrBateman10
01 month 3 weeks ago
+1
Critique my Career PlanFirst a little background, I went to a semi-target (probably more-so on the lower end of the 'semi-target' spectrum to be honest) for Finance and I currently work in Risk Management for a BB in NY and I've been there for about 6 months. I have always been interested in following the markets and equi...
Deter6895
51 month 3 weeks ago
0
Calling on All the Recruiters Out There: Part time vs. Online MBAI have an engineering degree and work at an engineering firm. I've been trying to break into equity research but first I figured I should get an MBA to back my engineering background. My question to people who normally do recruiting: Is it a turn off when you find out a candidate got his/her MBA onl...
WallStreetResearcher
01 month 3 weeks ago
0
How to derive EV/EBITDA, EV/Sale and EV/EBIT formulasDear all, I read a training document which show the formulas for EV/EBITDA, EV/Sale and EV/EBIT (single stage). But I don't understand and don't know how these formulas are derived. Please kindly help me understand these formulas below: g is long term growth rate T is tax rate D is depreciation M is...
sharehunter
21 month 3 weeks ago
0
Guggenheim Partners Equity ResearchAnyone have any information regarding analyst positions in equity research at Guggenheim? Exit opps, base/bonus, hours, culture in general? Would especially appreciate info on exit opps and comp. ...
J-Man
41 month 3 weeks ago
+1
Equity Research vs. Due DiligenceIf you had 2 offers: 1) Equity Research Associate- Sell Side- at Susquehanna International Group (SIG) or 2) M&A Advisory Due Diligence Senior at Deloitte (not the corporate finance group) Which one would you take and why? ...
needadvice126
61 month 3 weeks ago
0
Solutions to Common FactSet ProblemsConsidering the number of people complaining about FactSet on these forums, I thought I would start a thread to provide people with solutions for some of the more common problems. Despite the large number of FactSet users that are out there, it is surprisingly difficult to find solutions to common p...
StreetMonkey2007
21 month 3 weeks ago
0
What are the best headhunters (experienced hire / SVP) in NYC? Equity research. Hi - I have been on WSO since my MBA days and have used this forum in the past to originally break into the sell-side. Fast forward to today and I am a lead coverage analyst on a good TMT sector, having been promoted from Associate to AD to VP and now SVP. And now again I find myself looking for adv...
casinoguy
11 month 3 weeks ago
+1
Salaries in ER?I am a Product Manager in the tech industry (silicon valley) with a base salary of 170K and all in compensation of 200K. I am looking into move into ER post my MBA. I am particularly interested in finance post-MBA but I am curious about the salaries in ER. Equity research and Asset Management both i...
sweta_sweta
71 month 3 weeks ago
0
Research AnalystMy name is Evan Chen. I am a sophomore at Endicott College. I currently study Finance and minor in psychology. Last summer I did an internship at EFG Bank AG, Hong Kong. It was an eye-opening experience to the banking industry. Even though my parents have been in the banking industry for many years,...
Evan0418
41 month 4 weeks ago

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