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Don't.
Why wouldn't you send over one of your published write ups that has proven out instead?
I was thinking it would be better to send something actionable than a played-out thesis. I could send a report we have put out in the past (actually have one in mind that fits the requested investment profile), I guess that would be safer from a compliance perspective.
Thanks!
No.
Any work you do on a company computer, or during working hours, no matter what it is for \ belongs to the company, not you. You can obviously use the knowledge you learned in an interview, but anything more is essentially stealing from your company.
You'd be breaking your company's policy, most likely the law, and if the buyside company found out (or worse your company) things would go downhill fast.
Low chance of anything arising out of it, but even a .01% chance of ruining your career for something so simple is a no no.
So you would say it wouldn't even be OK to send an old (say one year) report?
There are two issues: 1) The firm you are interviewing for may view you using this report as something that is not yours but you are treating as such. They may think its unethical, or that you may do the same with their information. Also - could come off as lazy. Why not create a new report? I think referencing the work you did is fine, but sending them a simplified version based on something that is owned by your company is not. 2) Is the information you would give them all public, and is the project/model you created available for them to view on their own? You can talk about past experiences, but actually giving them the report (unless once again it is available for them to get on their own) is not something you should do. I assume you used some proprietary information/model data that is either derived from your current company, or from a client.
That's fair, most of the buyside has access to our research but to play it safe I'm going to spend some time writing up a stock I don't cover.
Thanks!
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