0 Evercore - Interview - Restructuring Data 4y
0 Lazard, Inc. - Interview - Healthcare Data 4y
+15 How To Succeed On Soft Skills/Connect With Buysiders? 5 4y
+10 Any pointers for 1st year ER? 3 4y
+3 Changing model from half-year to quarterly 1 4y
0 Goldman Sachs - Interview - Technology, Media and Telecom (TMT) Data 4y
+15 How did your boss handle you leaving? 6 4y
0 Why does equity research have to be so manual? 1 4y
+9 Valuation exp + semi-target MSc for ER 9 4y
0 Northcoast Research - Review - Equity Research Data 4y
0 Northcoast Research - Salary & Bonus - Equity Research Data 4y
+9 Finra ER Exams 9 4y
+3 Annual compensation increase 4 4y
0 Eight Capital - Salary & Bonus - Equity Research Data 4y
0 Advice for Series 7 and Series 63 1 4y
0 Trick to Keeping S7,63,86 & 87 while leaving ER 1 4y
+14 Will having the CFA help me break in? 15 4y
+3 What does WFH Look Like In ER? 3 4y
0 Rockefeller Capital Management - Review - Investment Banking Data 4y
0 Rockefeller Capital Management - Salary & Bonus - Technology, Media and Telecom (TMT) Data 4y
+60 Glorification of SWE/Tech 27 3y
0 Heloc and credit score 1 4y
+18 Career in picking stocks when you don’t believe in picking stocks 9 3y
+1 Clinical Trials 6 4y
0 Equity Mutual Fund vs debt Mutual fund 1 4y
0 Any tips/suggestions 1 4y
0 Credit Suisse - Interview - Technology, Media and Telecom (TMT) Data 4y
0 Moodys Analytic's - Review - Credit Risk Data 4y
0 Moodys Analytic's - Salary & Bonus - Credit Risk Data 4y
+2 First Job as an Equity Research Analyst in France 9 4y
0 Outside options - Economist at Bulge Bracket 1 4y
+15 2021/2022 Research Comp 73 2y
+5 ER comp in London boutiques 25 4y
0 Credit Suisse - Interview - Equity Research Data 4y
0 Needham & Company - Interview - Equity Research Data 4y
+6 Salary Negotiation - ER Associate from Management Consulting 1 4y
0 Acquisitions: Do companies pay Equity Value, but total cost/value of transaction is Enterprise Value? 2 4y
+23 When to leave for buyside? 9 4y
0 Qatalyst Partners - Interview - Technology, Media and Telecom (TMT) Data 4y
0 Fidelity Investments - Interview - Equity Research Data 4y
0 Equity research is a dying field 1 4y
0 Qatalyst Partners - Interview - Technology, Media and Telecom (TMT) Data 4y
+20 What are the possible exit opps for UBS ER? 9 4y
0 Morgan Stanley - Review - Equity Capital Markets Data 4y
0 Morgan Stanley - Salary & Bonus - Equity Capital Markets Data 4y
0 Moving from UK to USA 2 4y
+8 Head of HR Interview? 3 4y
0 Goldman Sachs - Interview - Technology, Media and Telecom (TMT) Data 4y
0 PJT Partners - Interview - NA Data 4y
+3 What should I negotiate 5 4y
+8 Am I getting played? 6 4y
0 Intrepid Investment Bankers - Interview - Investment Research Data 4y
0 Writing Sample/Assignment requested - Bloomberg Intelligence 1 4y
0 Anyone use Daloopa or other investment data software? 1 4y
+9 Best sectors to target 13 4y
+11 ER Career Advice 3 4y
0 Bank of America Merrill Lynch - Interview - Generalist Data 4y
+9 Equity Research Super Day 8 4y
0 Goldman Sachs - Interview - Investment Banking Data 4y
+21 At a crossroads in SS ER 15 4y
+3 ER associate base increase 1st to 2nd year 1 4y
0 BMO Capital Markets - Salary & Bonus - Oil & Gas Data 4y
+4 London 1st year bonus 20 4y
0 Morgan Stanley - Interview - Generalist Data 4y
+15 2nd Year in ER and Analyst Left… what to do next? IB? 6 4y
+16 Is equity research a dying field? 16 4y
0 JPMorgan - Interview - Credit Data 4y
+15 Biotech Due Diligence Newsletter 5 4y
+17 WACC and COMPS 5 4y
+6 Barclays Equity Research Summer Analyst Technicals 1 4y
+6 Future of fundamental equity roles 1 4y
+3 In Need of a Nifty CapIQ template for a REIT 1 4y
0 bcIMC - Review - Generalist Data 4y
0 bcIMC - Salary & Bonus - Generalist Data 4y
0 LLR Partners - Interview - Energy Data 4y
0 Evercore - Salary & Bonus - Technology, Media and Telecom (TMT) Data 4y
0 Bank of America Merrill Lynch - Review - Investment Banking Data 4y
0 Bank of America Merrill Lynch - Salary & Bonus - Investment Banking Data 4y
0 Sanford C Bernstein - Review - Pharmaceuticals Data 4y
0 AllianceBernstein - Salary & Bonus - Pharmaceuticals Data 4y
+6 MS SJT 1 4y
+6 manning & napier ER offer 1 4y
0 Wolfe Research - Review - Equity Research Data 4y
0 Goldman Sachs - Interview - Generalist Data 4y
0 Deutsche Bank - Interview - Equity Research Data 4y
0 RBC Capital Markets - Review - Equity Research Data 4y
0 RBC Capital Markets - Salary & Bonus - Equity Research Data 4y
+8 Should I prepare an ER Report before I start networking? 7 4y
0 Berenberg Bank - Review - Technology, Media and Telecom (TMT) Data 4y
0 UBS - Interview - NA Data 4y
+13 Is equity research a good start for a finance newcomer? 3 4y
+6 Stay in ER or Bulge IR 1 4y
0 Berenberg Bank - Interview - Equity Research Data 4y
0 Morgan Stanley - Interview - Generalist Data 4y
+3 Deleted 1 3y
+3 Anyone else experience this covering banks? 1 4y
+44 Analyst Destroyed My Report 12 4y
0 Jefferies - Interview - Healthcare Data 4y
0 Bank of America Merrill Lynch - Review - Technology, Media and Telecom (TMT) Data 4y
0 Bank of America Merrill Lynch - Salary & Bonus - Technology, Media and Telecom (TMT) Data 4y

Career Advancement Opportunities

October 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

October 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 12 97.4%

Professional Growth Opportunities

October 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

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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...”

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