+11 Equity Research FT Recruiting 6 1y
+3 Oppenheimer ER SA 2025 7 1y
+4 Just got invited to take SIG's Capital Markets 2022 assessment 23 1y
+23 CFA or FMVA for equity research? 5 1y
+7 Advice for retaining information on “coverage” of 10 stocks. 4 1y
0 ……d 1 1y
+13 Should I ask for a reference? 5 1y
+6 Breaking into the Buy-Side from ER 5 1y
+5 Unconventional exit ops for ER? 6 1y
+10 GS GIR - ER Associate Interview Process 7 1y
+6 How to evaluate a health insurers financials? 3 1y
0 Leerink 2025 research SA 1 1y
+3 Is this true? 5 1y
+14 BMO Equity Research Interview - 1 hour test 4 1y
+14 Getting access to research portals without millions of dollars 8 1y
+9 ER at Truist 2 1y
+6 Pre-IPO owners have 40% dividend yield?? 3 1y
+11 Unsure of Career Path 4 1y
+9 Valuation Partner Career or Equity Research 2 1y
0 SIG Equity Research Comp 4 1y
+9 Attaining FINRA licenses for lateral hire 5 1y
0 Barclays ER Discovery Day 1 1y
+15 Becoming more knowledgeable and stronger interview candidate. 17 1y
+9 Boutique ECM-focused Equity Research FT job VS Family Office (Multi-asset) out of College 1 1y
+6 "Internal sell-side" Equity Research 1 1y
+232 ER Career Paths 98 1y
+12 Networking with Senior Analysts 2 1y
0 HF Interview Pitch Compliance Issue? 2 1y
+9 Outside Business Activity Disclosure Question 4 1y
+1 Want to learn financial modelling 2 1y
0 What is the recruiting timeline for equity research 4 1y
+8 EVR ISI Analyst Placement + Biotech Odds? 3 1y
+3 Where to find historical data of companies 6 1y
0 Barclays Equity Research Analyst Graduate Program 2025 0 1y
0 Updated Views on UBS Equity Research 3 1y
0 Getting into equity research 2 1y
+20 Do I take CFA as undergrad? 5 1y
+16 Student in over my head building model 5 1y
+5 Did anyone read the Rich Toad Bloomberg article? 3 1y
0 Value Line Classical Print Version in pdf 1 1y
+15 Who is Richard Toad? Trying to find his LinkedIn 15 1y
+44 Sell Side Equity Research… Best Kept Secret on Wall Street? 13 1y
+13 Technical Question: How to identify quarterly D&A seperately on foreign issuer 6 1y
0 ER bonuses? 2 1y
0 Del 1 1y
0 Macro Research Position Requirements 2 1y
+6 MS Equity Research Rotational Program 4 1y
0 Best Analysts to Work For at Bernstein 4 1y
0 How do you forecast capex 1 1y
+4 How many channel checks do you guys do? 10 1y
0 What headhunters have junior sell side ER people here used to landa buy side job? 1 1y
0 Goldman Sachs GIR Macro Research 2 1y
+7 What's the mood music leading into bonus season? 2 1y
+6 Breaking in from Management consulting? 1 1y
+3 Moving from a MM firm to Truist? 9 1y
0 Transition from rotational credit risk to ER? 4 1y
+13 Simple businesses to analyse in order to create a 3-statement model 10 1y
0 Pivoting from CRE? 1 1y
+3 SIG 2024 phone screen interview 3 1y
0 Teammate Failed Series 86 Twice - Are they Screwed? 2 1y
+1 How to record Equity notes 2 1y
0 Moving from Big 4 to ER 1 1y
+9 seeking advice, transitioning to finance from physics 1 1y
+3 ER internship to AM/HF 2 1y
+3 Failed Series 86, Please Help! 19 1y
+17 Headhunters for after sell side BB 15 1y
+13 Investment Risk to ER 5 1y
0 ER WFH Policy 2 1y
+15 Series 86 Exam Advice 6 1y
0 What freshman summer internships should I be looking for? 1 1y
+3 GS/ JP ER/IR ACs London for 2025 SA 2 1y
0 SS ER Healthcare Exit Options 2 1y
+24 Jefferies Equity Research - Career Switch 2024 18 1y
+9 B4 Audit to ER - London. How do I do it? 3 1y
+3 GS GIR SA Superday London - insights on case study? 1 1y
+4 Bernstein 13 1y
0 Fidelity International Equity Research AC 0 1y
+9 Advice Requested: Incoming Biotech ER Intern 3 1y
+7 ER Modelling Test Interview 3 1y
0 Deleted 1 1y
+2 Best excuse to take PTO on short notice 4 1y
+37 Guide to effective networking 4 1y
0 Fidelity International ER Grad Programme 2 1y
+8 MS ER interview 41 1y
+15 Exit with Good WLB & $200K+ TC 7 1y
+4 Biotech Equity Research Exit Opportunities in the South 18 1y
0 UBS Holt Graduate Program 0 1y
0 UBS ER Interview 1 1y
0 Del 0 1y
+8 Citi SA ER 2025 25 1y
+22 Wolfe Research best coverage verticals 2024? 17 1y
0 Redburn Atlantic ER Interview 4 1y
+8 Interview Question - If you could have a beer with from one person in history, who would it be? 5 1y
+10 Choosing between offers 2 1y
+15 Jefferies Equity Research Career Switch 2023 9 1y
+100 ER Compensation 2022/2023 123 1y
+11 Jefferies D&I Career Switch Program 50 1y
+34 Fidelity - Equity Research Internship - Final Round 21 1y
0 Critique My Model 2 1y
+19 My take on the AI boom 2 1y

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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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