Silver BananaTopicAuthorRepliesFreshness
+84Here is How Equity Research Works - 4 StepsI was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely close <span...1207 months 3 weeks ago
+68Advice From a Seasoned Equity Analyst<em>Mod Note (Andy): #TBT Throwback Thursday - this was originally posted on 8/9/13.</em> So, I used this website years ago when I was getting into <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity...1081 week 4 days ago
+41NYSSA Equity Research Initiation Report***Please look at the bottom of the post before PM-ing me for materials. Summary: NYSSA IRC as a Stepping Stone in Getting a Job in <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity...272 years 1 month ago
+22Ask a VP in Equity Research anythingI haven't seen one of these in a while, so I figured I would start one. I am a Vice President in <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span>, with coverage of a selection of stocks...1073 months 2 days ago
+20Equity Research Q&A with Flake<em>Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away</em> Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of these "fielding...1528 months 2 weeks ago
+19DB Oil & Gas Primer 2013I've been getting a lot of PM's for this primer so I thought I upload it here. Cheers,292 years 11 months ago
+18Attached - Equity Research Template ExamplesHi <abbr title="Wall Street Oasis ">WSO</abbr>, A lot of people have asked me for equity/industry analyst report templates. In response I have attached a few <span class='keyword_link'><a...562 years 3 weeks ago
+17AMA... 3rd year ER analystI have been an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> analyst at a <span class='keyword_link'><a...932 years 9 months ago
+17Ask an experienced senior analyst anythingSo I'm feeling a bit generous over the holidays. So have at it kids, ask away. Straight-dope answers will be provided.862 months 4 days ago
+173 Key Tips for Getting an ER InterviewBack when I was applying for <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> associate positions, I was really struggling. Only a handful of...423 days 7 hours ago
+16Top 5 Stupidest Publicly Traded Companies I was screening for new l/s ideas yesterday and forgot to filter market cap. Some hilarity ensued, and having a minute this morning, I figured I would share this collection of monkey shit. Yes, these are/were real companies and you can look them up on Cap IQ if you want. **5. Reality Racing...551 month 3 weeks ago
+15Don't lose hope, from BO/MO to Equity ResearchSeems like there has been a lot of negative posts lately (mainly from a few trolls or most likely the same troll) so I wanted give a positive story for those looking to transition. Quick Background: Went to a non-target state school and didn't know anything about banking for the most...164 months 3 days ago
+12What would you like to know about Equity Sales / Research?Hi Guys - I'm working on a blog (or maybe ebook) to give junior staff and interns an idea of what it's REALLY like to work in the equities sell-side business at a <span class='keyword_link'><a...731 year 3 months ago
+11AMA: ER Analyst at Top BB (Plus About ER & General Advice) Long-time <abbr title="Wall Street Oasis ">WSO</abbr> user, created a new account for this AMA. I got a lot of help from this forum during my recruiting process and I owe a lot to <abbr title="Wall Street Oasis ">WSO</abbr>. Wanted to try and give back...771 year 9 months ago
+111st Year Equity Research Analyst BB London - AMAHey guys, Long time lurker here, thought I would give back and add some value to <abbr title="Wall Street Oasis ">WSO</abbr> after learning a lot from here during the last few years. As the title states 1st year analyst (nearly 2) , have gone through the whole...444 months 3 weeks ago
+11Equity Research experience and take away for aspiring monkeysThought I’d post some the PM diarrhea I’ve sent to monkeys (who ask intelligent questions). Here we go… I graduated college with an Econ degree from a top 20 school in the US but not an Ivy. Side-note, monkeys get way too hung up on target, semi-target, non-target on this board. In...365 years 1 month ago
+9AMA- High Yield/Distressed Debt Sell Side Analyst2nd year analyst at a boutique broker-dealer from a non-target state school. Also a <abbr title="Chartered Financial Analyst ">CFA</abbr> Level 2 candidate, working under multiple sector analysts with decent exposure to Oil & gas, metals & mining, and retail. We...382 months 5 days ago
+8Guide To Evaluate a Biotech Company I am currently a research analyst intern at a relatively decent sized hedge fund. One of my responsibilities is being in charge of the biotech stocks in the portfolio as well as researching new opportunities in the biotech sector. Hopefully this helps some people who are in need of some help...763 years 1 month ago
+7TMT Internet Industry Outlook ReportI have some great reports. <span class='keyword_link'><a href="/finance-dictionary/what-is-technology-media-telecommunications-TMT"><abbr title="technology, media, telecom ">TMT</abbr></a></span>, Internet Industry reports by...832 months 3 weeks ago
+72017 ER BonusesWe are nearing that fateful time of year when numbers discussions take place. There are already a couple of these out there for <span class='keyword_link'><a href="/finance-dictionary/what-is-investment-banking-division-IBD"><abbr title="investment banking...591 month 3 weeks ago
+7Non-BB Equity Research Q&A with First Year AnalystHey all, Was reading through Flake's <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> Q&A posted around the holidays and thought that...573 years 6 months ago
+5Interview for Evercore S&T ER Sales Summer analyst 2018 Please HelpI just got a interview for <span class='keyword_link'><a href="/company/evercore" target="_blank">Evercore</a></span> ISI <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity...782 weeks 4 days ago
+5Horrible Boss or is this Wall St?Hello Everyone, I'll keep this short and sweet. I took an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> job out of school (after...604 months 2 weeks ago
+5Observations of an Equity Research AssociateThis is just one of those threads, where we talk about what the <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> industry is like. I'm a...315 years 4 months ago
+5Moelis Young Leaders Diversity ProgramJust an FYI, saw this come across my feed on LinkedIn and thought some of you could take advantage: [quote]Calling all sophomore undergrads in the US! <span class='keyword_link'><a href="/tag/moelis">Moelis</a></span> is pleased to announce its...274 months 2 weeks ago
+5Life of a Sell-Side Analyst: Finding Your Style (Value-Add)I'm a sell-side analyst at a solid mid-market shop. I've been in my current senior analyst role for a relatively short time (<5 years) and wanted to share some thoughts over the next few months for those interested in <span class='keyword_link'><a...73 years 7 months ago
+4Howdy. Special offer! Limited time onlyI stumbled across this forum via another finance website. There's a lot of misinformation in the <span class='keyword_link'><a href="//">ER</a></span> forum so I thought...857 years 7 months ago
+4AMA: I am an Equity Research Associate<b>Bio</b>: tl;dr version: non-target, non-major, also had a sub average GPA in undergrad but compensated with a higher grad GPA and work experience. I went to a non-target, east coast, liberal arts college and graduated with a biology major. Originally, I intended to pursue a...792 years 9 months ago
+4INTERNS! What are you getting paid this summer?Equity Research Internship Size of Bank: Bulge Bracket Location: SF Salary: 15.00/hr Did you bargain? if yes from what amount: No edit: (landed <abbr title="full time ">FT</abbr> <span class='keyword_link'><a...605 months 2 days ago
+4AMA: Equity Research in HK/SingaporeHey guys, I've been lurking on <abbr title="Wall Street Oasis ">WSO</abbr> since my undergrad, and thought it was a good time to give back. A bit about me... Grew up in a Western country, did high school in SEA, university from a top school in Australia. Did...311 year 5 months ago
+4Done Being a LeechWSO-ers, After years of perusing this site and offering nothing in return, I want to help where many of you have helped me. Most forums have some very solid participants, but <span class='keyword_link'><a...226 years 9 months ago
+3Doctor thinking of exit opportunities Dear all, I am new to this community but not new to contemplating my exit from clinical medicine. I have been weighing pursing consulting or <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span>...431 week 4 days ago
+2Moving to NYC...with no jobHey all, Long story short, I'm moving to <abbr title="New York City ">NYC</abbr> to break into the world of finance, specifically <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity...1313 years 4 months ago
+3How to improve your knowledge of markets?Hi all, I am an undergraduate at a target school and interested in possibly working in <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span>. The problem is that I am not an expert in any way on...303 months 1 day ago
+3Help with Equity Research sector choiceHi there, I've been offered an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span> job and I'm lucky enough to be able to choose between two teams: banks and oil. None of them are...166 years 9 months ago
+3Equity Research sell side: how do you think the buyside should do better to interact with you?going to be starting in <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span> at a mutual fund. i'll be be covering companies and so wanted to ask the <abbr title="Wall Street...154 months 3 days ago
+3Biotech equity research possible with ZERO finance experience? Hi all, So I graduated a couple of years ago with a science background, have been in research 4+ yrs at a top institution (in a very competitive field) with a handful of publications (including first author). I have been interning this summer at a pharma consulting firm but am also...132 months 2 days ago
+3BB&T cuts entire ER department Surprised that this wasn't here already. But for any aspiring equity researchers (looking at those ppl who've messaged me as of late asking for advice), this is the risk of entering a...101 year 3 months ago
+3A hodgepodge of ER Questions sent to me via PMWSO, Below is a PM sent to me by WSO member, in the name of transparency I thought I would answer his questions publicly. Hey R, Questions Below - I apologize if some of them are fairly basic. 1) Do you know of any resources that provide ER specific modeling on the web/training...42 years 10 months ago
+3How to Contact an ER Analyst and Get a ResponseGot a few inbounds requesting more info on how to best contact an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span> analyst and get a response. Here are five steps: **1. Get contact info...313 hours 41 min ago
+3Sharing 2011 CFA Level2 Shweser notes mp3 audio files I am sharing my 2011 <abbr title="Chartered Financial Analyst ">CFA</abbr> Level2 Shweser notes mp3 audio file through dropbox. I won't charge you but need a little favor. You need to join and install dropbox to get the files. You will help me increase my free space by...32 years 2 months ago
+2Breaking into Equity Research - How difficult is it to break into ER fresh out of school? How difficult is it to break into Equity Research fresh out of school? I attend a target school (a top 15 LAC) and have all the requisite stuff on my resume - 3.7+ GPA, econ major, significant accounting/finance coursework, <span class='keyword_link'><a...827 years 2 months ago
+2Equity Research Bonuses - 2013I've seen a fair amount of success from this kind of thread before. Just wanted to get a sense where the other researchers are at given how much comp ranges for <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr...333 years 1 week ago
+2New Credit Suisse CEO effects on equity research? (and IB as a whole)Hi guys, As many of you may know, <span class='keyword_link'><a href="/company/credit-suisse">Credit Suisse</a></span>'s CEO Brady Dougan is being replaced by Tidjane Thiam in June, and many analysts are speculating that Thiam will downsize the...311 year 7 months ago
+2Day in the Life of an Equity Research AssociateI have an interview in a few days for a position as an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span> associate with and O&G investment bank in Texas. I have spent the last 2.5 years in...244 months 2 weeks ago
+2Fixed Income ResearchI was recently talking to a hedge fund manager about career paths and the qualities he looks for in hiring analysts for his fund. Before the conversation, I had always discounted fixed income research as a career stepping stone. However he made an interesting comment about fixed income research...246 years 5 months ago
+3My team just got laid offJust got the news last Thursdday, our management has decided to let go of our team (since we have teams competing in the same sector/II category). I was already looking to move, but I am now worried where I can go. 1) I don't want to do IR 2) Been trying to do Corp Strategy or Corp...244 months 2 weeks ago
+2Morgan Stanley Summer Equity Research Interview Help!!!Made it to the first round with for a SUMMER ANALYST position in New York. Had my first interview on September 22nd 2016 with an <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview">equity research</a></span> associate....2212 hours 25 min ago
+3CFA vs Self StudyIs it better to spend time studying for the <abbr title="Chartered Financial Analyst ">CFA</abbr> level 1 or spend time self studying, reading <span class='keyword_link'><a...224 months 2 weeks ago
+3Why are you still trying to break into equity research?I keep seeing all of the posts for people trying to get into <span class='keyword_link'><a href="/finance-dictionary/equity-research-overview"><abbr title="equity research ">ER</abbr></a></span> - why?! Commissions were down...213 months 1 week ago