What is the recruiting timeline for equity research

Hi all,

I am currently recruiting for investment banking, but I would like to have a backup plan in case the worst comes to worst and I don't land anything. What is the recruiting timeline for equity research?

Thanks

4 Comments
 

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?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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