ER word template

Hi There,

I am looking for a word doc template in order to write an ER report for an upcoming interview. I was wondering if anyone could provide some help on where I may find a template?

Thanks for the help

409 WSO Academy Equity Research Session Reviews: 4.83/5

Class of '25 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

Springfield College

Class of '29 Sep 2026 Cohort

4.85/5

Equity Research Mock Coffee Chat

“Craig gave me a really clear picture of how sell-side equity research actually works. The biggest takeaway was that research is a service business built on trust, not on picking stocks, and that analysts are paid on rankings rather than on whether a call is right. He was honest that even a 60% hit rate is excellent, and that it matters more to understand where you went wrong than where you were right. I also liked his point about not being “unintelligently wrong”: own the mistake and explain it well. On the practical side, he told me to start now by running a blog, posting on Seeking Alpha, using Koyfin as a cheap Bloomberg alternative, and using AI to draft commentary so I have more time to think deeply and explore other sectors. He also explained that research recruiting is much more targeted than IB, since sector teams are fairly autonomous, so I should reach out to senior analysts in specific sectors and recommend based on fit. His own path from no finance background, through China, to Wharton was encouraging. My one suggestion would be a quick walkthrough of what a strong first report looks like beyond the core pieces (recommendation, risks, summary, price target).”

See All 11,600 WSO Academy Reviews

2 Comments

GA123

ST

12y

I am also looking for a template or any place where I can learn how to create a solid template so that I can try writing a report. Any help would be greatly appreciated. Thanks!

Reply

Quote

Report

Other

Why is Equity Research Important

AsiaInvestor

AM

12y

Nesciunt eos laborum et nihil aperiam possimus animi vero. Aliquam sit deleniti reiciendis enim deserunt qui. Est quas eius ut cum doloremque quaerat iure. Rerum sint minus ea voluptates perferendis repellat alias.

Reply

Quote

Report

Other

Authored by: Certified Asset Management Professional - Investment AnalystCertified Asset Management Pro

+13	Is Equity Research Dying - Where Are the Future Opportunites?	4	3d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	1w
+9	Detailed Revenue and Cost Builds	3	1w
+7	Analyst with no coverage or ranking	5	1w
+6	Preparation for grad scheme - buyside ER	1	12h
+1	IB SA -> ER FT	4	2w
0	Equity Research Rankings	1	1w

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	GameTheory	98.9
6	CompBanker	98.9
7	DrApeman	98.9
8	dosk17	98.9
9	Betsy Massar	98.9
10	Linda Abraham	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

ER word template

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

ER word template

See All Comments - 100% Free

Trending Content - Equity Research Forum