0 Bank of Montreal - Interview - Healthcare Data 1y
+31 WLB / weekend work - is this normal? 10 1y
0 T. Rowe Price - Salary & Bonus - Equity Capital Markets Data 1y
+3 Morningstar 1 1y
+7 Free cash flow to firm - Net debt 1 1y
0 Evercore - Salary & Bonus - Technology, Media and Telecom (TMT) Data 1y
+3 ER at small boutique vs Wealth Management at Merrill Lynch 1 1y
0 Bank of America Merrill Lynch - Salary & Bonus - Healthcare Data 1y
+1 2024 ER Internships 2 1y
0 Susquehanna International Group - Interview - Equity Research Data 1y
+17 How AI proof will be the 70% of careers in finance in 15 years? 2 1y
0 JPMorgan Chase - Salary & Bonus - Research Data 1y
0 JPMorgan Chase - Review - Research Data 1y
+20 Optiver Graduate Equity Analyst Programme 12 7mo
+10 How to Break into Equity Research 3 1y
0 JPMorgan Chase - Interview - Mergers and Acquisitions Data 1y
0 UBS Financial Services - Review - Equity Research Data 1y
+111 What's the appeal of investing in oil stocks? 30 1mo
+6 Effect of High Institutional Ownership on Stock Analysis? 1 1y
+4 HY Credit Research Comp 2 1y
+3 Net Operating Losses and EV 1 1y
+45 How will sell-side equity research deliver value in the future? 20 1y
0 Goldman Sachs - Review - Equity Research Data 1y
0 Goldman Sachs - Salary & Bonus - Equity Research Data 1y
+6 Lower Level ER Firms 4 1y
+5 Input on the following banks for biotech ER? 8 11mo
0 UniCredit - Salary & Bonus - Leveraged Finance Data 1y
0 UniCredit - Review - Leveraged Finance Data 1y
0 Canalyst - Interview - NA Data 1y
0 Jefferies & Company - Salary & Bonus - Equity Research Data 1y
0 Jefferies & Company - Review - Equity Research Data 1y
+5 Being an analyst on the news 13 1y
+9 UBS Scientific Associate 10 1y
0 Cowen Group - Review - Healthcare Data 1y
0 Cowen Group - Salary & Bonus - Healthcare Data 1y
0 Citadel Investment Group - Interview - Equity Research Data 1y
+6 Berenberg hiring spree? 10 1y
+3 Equity Research Bonus Discussion 2 1y
+4 Details to understand equity for beginners. 2 1y
0 Scotiabank - Salary & Bonus - Generalist Data 1y
+11 Should I quit after 2 month 12 1y
0 Rotation analyst Finance 1 1y
+18 Mobility options from Australia 2 1y
+7 Lateral to IB 4 1y
+3 How to optimise research process? 1 1y
+3 T&L Primer 2 9mo
0 Desjardins - Interview - Equity Capital Markets Data 1y
+11 Boss told me no raise at year end 8 1y
+7 UBS Equity Research Scientist 14 4w
+4 Projects for resumes 5 1y
+7 When You Say Tech is Bloated… Just Remember… 3 1y
+6 News reporting to ER transition 1 1y
0 How to quiet quit in ER 3 1y
0 BlackRock - Salary & Bonus - Equity Research Data 1y
+10 Just Got Invited To SIG's Capital Markets 2023 Assessment 7 5mo
0 Credit Suisse - Review - Generalist Data 1y
0 Credit Suisse - Salary & Bonus - Generalist Data 1y
+3 "Describe ER in your words" 2 1y
+3 How often do ER analysts build operating models? 7 1y
0 ER Lateral Window? 2 1y
+10 ER coming from a non-equity BS role 3 1y
0 Jefferies & Company - Interview - Equity Research Data 1y
+7 How long until AI changes ER routines dramatically? 5 1y
0 Leerink Partners - Interview - Equity Research Data 1y
+3 Failed Series 86, Please Help! 17 4mo
+5 Which bank is best on the street for electronic trading (equities)? 6 1y
+80 ER Compensation 2022/2023 114 3mo
0 Thrivent - Salary & Bonus - Generalist Data 1y
+25 RE: Need help. 17 1y
+6 Offer after internship 2 1y
+3 ER Comp Progression 1 1y
+3 Series 86 3 1y
+7 Layoffs 14 1y
+19 Equity Research Analyst (NO UNDERGRAD) --> IBD? 23 1y
0 Fidelity Investments - Salary & Bonus - Asset Management Data 1y
+3 Layoffs at GS 2 1y
+3 Early Investing Strategies 2 1y
0 Sumitomo Mitsui Banking Corporation - Review - NA Data 1y
0 SMBC Nikko Capital Markets - Salary & Bonus - NA Data 1y
0 Rockefeller Capital Management - Review - Generalist Data 1y
+9 Role of Economic Evaluation in Investment Analysis in Biotech Sector 1 1y
0 Credit Suisse - Review - NA Data 1y
+3 Credit Suisse ER Summer Analyst 2023 4 1y
+5 Biotech Consultants for Equity Research 4 1y
+12 Role of equity research in IPOs 5 1y
0 Lake Street Trading - Salary & Bonus - Equity Research Data 1y
0 JP Morgan Securities - Review - Research Data 1y
0 JP Morgan Securities - Salary & Bonus - Research Data 1y
+3 Unhelpful management 3 1y
+6 Has value discovery already mostly happened in ETFs? 2 1y
0 Wells Fargo and Company - Salary & Bonus - Healthcare Data 1y
0 Wells Fargo and Company - Review - Healthcare Data 1y
+5 Research insights role to equity research? 1 1y
+4 A&D Primer anyone? 8 1y
+9 Building my career towards equity research from an early start in investment advisory. 1 1y
+9 Most used financial models. 5 1y
0 Morgan Stanley - Salary & Bonus - Equity Research Data 1y
0 Morgan Stanley - Review - Equity Research Data 1y
+9 Copying all stock picks of top-ranked analysts 5 1y
+7 Is there a website available for Research publications from BofA, Citibank… ? 3 1y

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (88) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (67) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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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