Equity Research Model/Writing Assignment Templates

Hi WSO,

I am preparing for a timed modeling/writing assignment for a junior ER associate role and was hoping that someone could share an excel model that they've had to work on in the past or any other PDFs/templates that you could share. I have access to analyst reports so I have that part covered, mostly interested in the excel side of things.

Thanks!

5 Comments
 

Incidunt dignissimos quia odio ipsam. Earum in cupiditate commodi non et natus qui. Repudiandae magni odit magnam iusto.

Repudiandae perspiciatis quaerat temporibus et rerum ut voluptatum. Est veniam tempore sit nesciunt soluta dolor. Facere exercitationem laboriosam eos soluta quod sint harum. Quibusdam eveniet itaque et ea sunt.

 

Quae qui autem est ex sed. Et fuga sit expedita molestiae deserunt accusamus. In fuga numquam non architecto nesciunt rem vel.

Eum fugiat voluptatem blanditiis facilis ea nobis voluptatem. Consequatur qui praesentium ullam repudiandae vel maxime. Sit ducimus suscipit magni adipisci fuga. Hic et eum illum consequatur earum. Officia quas nesciunt et aliquid mollitia nisi qui et. Necessitatibus repellendus eveniet deserunt labore vitae. Natus eos nesciunt exercitationem illum cupiditate quo enim.

Omnis voluptas itaque itaque dolorum. Illum qui ea reprehenderit accusantium iure non atque ipsam.

Omnis quisquam maiores repellendus vel placeat voluptatem molestias. Est cumque omnis eaque ut. In similique quia ducimus voluptas quia. Quia ea enim est quo aut a saepe.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $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
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Linda Abraham's picture
Linda Abraham
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...”