What is the recruiting timeline for equity research

Based on the most helpful WSO content, the recruiting timeline for Equity Research varies by firm but generally follows these patterns:

1. Wells Fargo (SF, Walnut Creek, Menomonee Falls): Equity Analyst Development first rounds typically begin around mid-August (week of 8/15).
2. Eaton Vance (Boston): Research Associate positions often align with OCR (On-Campus Recruiting) in early September.
3. Putnam Investments (Boston): Investment Associate Program also starts with OCR in early September.
4. MFS (Boston) and Wellington Management (Boston): Launch Research Associate roles and Business Associate roles begin OCR in early September, with final rounds occurring in late October.
5. SIG (Philadelphia): Buy Side Research Associate and Research Sales Development Program timelines are not explicitly detailed but are part of their structured recruiting efforts.

If you're considering Equity Research as a backup, it's crucial to start networking and preparing early, as many of these processes align closely with the investment banking recruiting timeline.

Sources: Senior Associate Recruiting - Timeline for Recruiter Outreach, 2018 Full Time IM/ER Recruiting DECISIONS Timeline Megathread, 2019 FT Analyst Recruiting Timeline, Private Equity Recruiting Kicked Off?, Private Equity Recruiting Kicked Off?