+19 Low pedigree, non-linear career path, will I get overlooked? 5 10y
0 ER vs. Corp Dev (M&A), exit opportunities? 0 10y
+10 How is equity distributed to principal owners when there's a spin-off by a business between Chinese and US companies? 3 10y
+21 Chances at BB Equity Research 7 10y
0 stock pitch to get the interview throught networking 2 10y
+19 Family Office --> ER? 5 10y
0 CFA vs CIPM vs CAIA? 5 10y
+30 Interview: nothing wrong but we have chosen a candidates with a better resume than you 16 10y
+32 "CFA® I Anticipated 2016" Put that on the Resume, Cover Letter, or Neither? 10 10y
+20 Sell-Side Macro Research Associate Comp 5 10y
+20 Total Comp for Bulge Bracket Equity Research 15 10y
+24 Email Introductions Prior to Summer Internship 1 10y
+56 Q&A: Equity Research in HK/Singapore 31 10y
0 Balance Sheet forecast help - capital wip 1 10y
+22 Leaving Financial Advising Industry but for what? 15 10y
0 Attach a resume when reaching out for experienced roles? 1 10y
0 What Is A Good Stock? 3 10y
0 Anyone have knowledge in the software SaaS industry? 1 10y
0 BB ER vs. 2nd Tier IB Derivatives Sales 1 10y
0 Evercore Equity Research SA Interview 5 10y
+29 CFA® Level 1 v. Modeling Training Course 14 10y
0 Making the most out of opportunity 2 10y
+21 How did you break in? 5 10y
0 Technical Analysis Research - Niche field? 4 10y
0 SCB Quant Research - Shed some light 0 10y
0 Rating agencies - Access? 4 10y
0 Research Analyst - Small independent alternative investment firm 1 10y
+12 Please Help - Undergrad and building a model 4 10y
0 NetSpend IPO Skyrockets 20% - Prepaid Cards Serving the Underbanked - Details 2 10y
0 International Tax --> Equity Research (ER) 2 10y
+17 Biology major or Economics major? 5 10y
+12 Internship help - Interested in ER 2 10y
+2 Need help on replying email to MD. Thank you!!!! 3 10y
+13 How to be a good ER intern at a large bank in NY 6 10y
0 Career Help - Currently IT consultant 0 10y
0 Am I Screwed? - Currently working for a small boutique 4 10y
+12 ER Associate - Modeling Assignment Samples 3 10y
0 Valuation Question - Valuation test from my interview? 5 10y
0 Sophomore Internship - Sophmore at a very non-target 10 10y
+19 Exit Opp Recruiting While in Equity Research 3 10y
0 Energy Sector Advice 0 10y
+63 New Credit Suisse CEO effects on equity research? (and IB as a whole) 31 10y
0 Non-cash transactions on the cash flow statement 5 10y
0 Anybody willing to help? 5 10y
+14 What does it takes to do a great ER analysis? 2 10y
+21 When Does Equity Research Become A Sales Job? 5 10y
+15 Failed 86 and 87, got Fired, Need Direction 8 10y
0 Sidoti ER 11 10y
0 Research - Investment strategy and fixed-income research 2 10y
+19 Generalist Strategy Consulting vs. Biotech ER 6 10y
0 STOCK COMPENSATION - Excess tax benefits in cash flow statement 1 10y
+9 Renewables vs Oil & Gas Research 1 10y
0 Where are derivative cash flows reported? 1 10y
0 Deferred Revenue in Liquidation 1 10y
0 Need Help! Net change in Defined Benefit Pension Plan in Cash Flow statement 2 10y
+14 Organizing written notes by companies 8 10y
+9 Starting an equity research boutique 4 10y
0 RWA for banks: how to model them 1 10y
0 Advice - Didn't get a job 6 10y
+13 R&D expenditures 3 10y
+34 How Old is Too Old to Intern? 47 10y
+12 Differences in depreciation pn income statement and cash flow statement 0 10y
0 Commodities news sources 5 10y
+22 Gordon Growth Model - OXY vs. ED 11 10y
0 DB Analyst Fined for "Incongruent Reports" 1 10y
+25 What to do when the HR ignores you? 22 10y
0 Research Associate Analyst vs Research Associate 7 10y
+12 Cost of Equity Calculation 1 10y
+33 ER Modeling questions 7 10y
+8 Sales is not an option!!! 2 10y
0 Luxury Retail Reports 0 10y
0 Moving to ER 1 10y
+18 Newly Hired Full-Time Undergraduate Equity Research Q&A 10 10y
+137 Q&A: ER Analyst at Top BB (Plus About ER & General Advice) 77 10y
0 Logical Reasoning Test 0 10y
0 Price in the trailing twelve month P/E 0 10y
0 Institutional ownership: does a move to a lower market cap trigger a sell-off by institutions? 3 10y
0 PhD to ER transition, would love some feedback 3 10y
0 Equity Research Internship at Investment Management Firms 1 10y
+10 Research Internship Advice 5 10y
+15 ER at Top Boutique with Top II Analyst vs BB with no II Ranking 4 10y
0 Valuation Issue 0 10y
+27 Valuation Methodology 19 10y
0 New to WSO, Looking for Advice 3 10y
0 rank these groups in terms of relevance to traditional ib 7 10y
0 Base/Upside/Worst Scenarios in DCF 0 10y
0 Reporting on Risks 0 10y
0 non-controlling interest and EPS 7 10y
0 Can someone please lend me a hand getting hold of some research? 0 10y
0 Martin Shrekli's Firm Files for Chapter 11 0 10y
+21 For those who are anti-CFA® 6 10y
0 Equity Research Summer Intern Pay? 2 10y
0 Any benefit in reaching out to equity research analyst? 2 10y
0 Entry level or Associate after some work experience 6 10y
0 Resident physician resume help: please critique 0 10y
+8 Leveraged Fixed Income: ER 2 10y
+11 When referred to HR Personnel - What do you ask them? 1 10y
0 SPOTLIGHT: Equity Research Rendezvous Rules and FAQs 0 10y
0 Portfolio Associate role, any good? 4 10y
+23 How often do auditors REALLY give a qualified opinion? 10 10y

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 (66) $101
notes
16 IB Interviews Notes

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success
From 10 rejections to 1 dream investment banking internship

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