New TopicsReplies
+3
WSO Hall of Fame: Equity Research

WallStreetOasis.com

The 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 navigate ...

-
0
Best Specific Valuations Metrics by Sector

alejandro.cercio

Hi there, I'm currently leading a project on the best valuations metrics for each GICS included in the S&P500. P/E might be too mainstream for this. Looking more for P/BV in financials, EV/EBITDA for oil & gas and so on for the rest of the sectors. If anyone happens to know what are the best or kn...

0
0
Telsey Advisory Group?

Nontarget2019

Does anyone know anything about Telsey Advisory Group? Is their research respected? I am considering an internship opportunity there and I wanted some more information....

0
0
Research Support: Company Reports

jrmhnh

Hey together, I could need some support in getting access to specific equity research reports for my thesis that I’m currently writing. Would somebody be willing to help out? Please PM Thank you!...

0
+1
Equity Research SA 2020 Thread

arsenalfan

Wanted to create a thread for ER recruiting. If you guys could send updates on apps and interviews that would help everyone. From what I know: -Citi is done -Baird is almost done I know there are also a couple of apps open: -MS -Lazard -CS...

3
-
0
What companies in Mainland China and HK have equity research summer internships?

Silhouette123

Really want to know what companies in Mainland China and HK have equity research summer internships. Not including those Chinese securities companies? And the following companies are what I can think up. Is there any others? MS, JPM, GS, CS, UBS, DB, HSBC, Barclays, Citi, BAML, Nomura, Macquarie, BN...

0
-
0
What is your take on security tokens?

barbora.j

After the massive failure of ICOs, many blockchain companies seem to be turning to security token offerings to tokenize their equity. Security tokens essentially would function in the same legal framework as traditional securities but could benefit from faster trading and transparency from the under...

0
+1
Waiting for final round decision. Should I phone?

Newfoundland

Hi, I've been a user for many years. Just created a new account to make sure I remain in anonymity. I am a second year MBA looking for full time gig in AM or ER. I did the last round interview with a bank for a ER role 10 days ago. I've been waiting for the decision and decided to call HR last Thu...

2
+34 13
-
-
-
-
+1
Fixed Income Research Interview Prep

VeraciousIB

I'm planning on interviewing for a Fixed Income Research SA role at a MM bank, and seeking advice on how to prepare for an interview. Any thoughts?...

1
+1
Best Sectors-Equity Research Coverage for SA/FT

HannahV8812

I am deciding between financials and industrials for my summer internship opportunity in equity research. With this said, what path would be most transferrable in terms of modeling etc. for another industry? Thanks!...

1
+1
Best Sectors

HannahV8812

I am deciding between financials and industrials for my summer internship opportunity in equity research. With this said, what path would be most transferrable in terms of modeling etc. for another industry? Thanks!...

2
+2
Equity Research... Need a better culture, what's next?

BuffetofGrahamCrackers

What's up WSO, I am currently an Equity Research Associate (~1 year of exp.) covering TMT and prior I worked in a different finance role (think FP&A, Valuations, Credit Ratings). I work at an independent shop (think Wolfe, Bernstein, TAG) and my team has an aggressive culture of which I am not a fa...

2
-
-
+8
Do I hate ER as a job or my boss?

Deter6895

I started in ER at a BB about a year ago. So far I've hated it, I spend most of my time churning handwritten edits on research notes and updating marketing materials. I get late night faxes from hotels while the MD is traveling asking to have his handwritten edits put into a research note and sent b...

22
-
-
+1
Gaslighting, throwing under the bus, passive aggressiveness, flat out ignoring, petty..... how do I get out

rudeawakening

Context: first job out of college and interned with the group, my associate is extremely good at their job, which is why I decided to return. Figured if anything I would learn a ton from them. Well I'm about 10 months in now... and turns out that the OPPOSITE is true ... associate is too much of a...

1
-
+1
Equity Research Full Time

DJSolomon

Hello all, I am a rising senior at a non-target going to intern at a large Private Debt shop (over $15 billion in AUM). I am looking to go into ER full time in NY either at a HF or bank. Is this possible? I have done an internship at a HF, was part of my schools Investment Fund and Investment Club ...

1
-
-
-
-
-
-
-
-
-
+1
Corporate IR Exit Ops?

Venturepapi

Have already done a search but can't find anything decent so I thought i'd make a new thread. Have an offer to do Corporate IR but really don't have any interest in doing IR for the long haul. In a bit of a rush and need a job, not sure if I should take it. Previously worked in research in AM and...

5
+1
Equity vs Macro Research at Tier 1 BBs

Yogono

Hi All, I have two offers I am deciding between, one in Macro research and one in Equity research. Both are at Tier 1 BBs and I am very conflicted. Some background, I have been working at one of the Tier 1 BBs in Macro research for c.1.5 years and was looking to move into ER for awhile— long be...

1
-
+1
Best Series 86/87 prep.

35noidea

There are many books for the other series exams but what is the best way to study for the Series 86/87 exams on your own? I was reached out to by someone who liked some of my stuff but told me I would have to study on my own and the firm would sponsor the exams. ...

1
-
-
-
+1
Option Pricing

buffalo1

I am relatively new to options so bear with me. So if you have a Strike Price K at $65 and the Stock Price is at 58 with a risk free rate of .05 per anum and time of maturity of 2 months. By finding the present value of the 65 and subtracting it by the stock price you get a value $6.46. My question ...

1
-
+1
ER/Stock Pitch Report

NJCA

Hi all. I’ve been tasked with coming up with ways to improve our C&I underwriting at my bank (small community bank. Focus is on improving industry/financial analysis points) and was wondering if anybody would be willing to share an ER or Stock Report. Thanks!...

1
+3
Wolfe Research Healthcare Services

noba

Hi everyone. wanted to see if anybody here knows anything about WR's healthcare group? There is several healthcare openings on their careers page so I'm guessing they're expanding it which is a good sign I think? I saw a recent thread onWR and it seemed like pretty mixed reviews dependent on the spe...

2
-
-
+1
How to pick coverage industry?

Watches and Stocks

For some background, I am going into my 3rd year at university and would like to go into ER. In preparation for recruiting and networking I want to make my own initiation/coverage report. I was wondering what would be the best sector to cover given my situation. I am very interested in tech however ...

4
-
-
+2
Outlook of macro research vs equity/fixed income research

ThePiedPiper

Are there significant differences in job outlook, pay, and exit opportunities for research analysts working in macro research (economic or policy focused) or equity/fixed income (stocks and bond focused) research? What are common exit opportunities for both groups?...

2
+1
First year compensation at bulge brackets?

ThePiedPiper

What is the typical first year total compensation (salary plus bonus) of a first year research analyst at bulge brackets straight out of undergrad?...

1
0
Outlook of Sell-Side Equity Research?

ThePiedPiper

Given the recently increased European regulations on sell-side research activity as well as the advent of automation displacing swarths of jobs in the financial services industry in the near future, what does equity research look like in the coming few years? Are there going to be significant pay cu...

1
+1
State Street - ETF Sales Consultant..

GWillis

I'm attempting to leave my current FA job with Fidelity and move over to State Street as an ETF Sales Consultant. I've already got the interview and they seem interested, but I was curious about what my prospects are with a job like this in the future. Ideally, I'd like to be more hands on in the ...

2
-
-
-
-
-
+1
How does the analyst come up with the relative valuation for ER reports?

ER.wannabe

Title. I'm trying to write my own reports to get interviews but I'm confused as to how the valuation is calculated. https://www.resource-capital.ch/fileadmin/research/fremde/Heinz_Isler_Juni_2013/Imperial_Oil_RBC_13.6.13.pdf Using this RBC report as an example: "We are maintaining a Sector Perfo...

5
-
-
-
-
-
-
+1
Automating Reading SEC Filings

justdoright

On a scale of 0-5, how valuable would a tool be for automatically identifying the 10-Ks and 10-Qs which have a substantive change in a particular section (e.g., Risk Factors or MD&A)? If it'd be valuable, how often would you use a tool like that?...

1
+29
I'm a Senior Sell-Side Research Associate, AMA

Street Smart

Quick Bio: I'm in sell-side research and have been for 4+ years now covering the same sector. Prior to research I did a few years in a finance-related role that was moderately applicable to my current role. For the people who care, I went to what would be labeled a "non-target" university and obtain...

50
+1
Structured Equity Research Process

vikkumar

Hello, I am in college and have been trading a small account of around 50k, primarily investing for the short term (1 week - 1 quarter). So far, I have been trading successfully based on new market news updates and fundamental analysis of 10-K's. I have been trying to find ways to formally structu...

1
-
+1
Choice of Analysis

Dusker99

Hi, I've been given the opportunity to receive an analysis from a top IB of my choosing for educational purposes. I'm trying to learn more about analysis of individual stocks. I'm currently battling if I should pick a large standard stock like General Motors or if I should pick a tech stock since...

4
-
-
+1
Sell Side Equity Research Positions?

R2342002

Can someone please lay out all positions in sell side equity research from low to high? (i.e., research assistant, research analyst, blah blah). The reason I am asking this question is that I do not know which position is at a higher level. Also, when people say RA, does it mean research assistant, ...

4
+2
ER Full Time?

moneymachine12

Hello all, I am looking to recruit FT in ER. This summer I am going to a credit fund, but working at an HF is where I wanted to be since I was a kid. I tried to recruit for IB for this summer and it didn't work out, but I still want to go to equities. Should I delay my graduation and do summer recr...

1

Pages