Silver BananaTopicReplies
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Picking an Industry to Cover in Tech/Biotech + Industry Resources

NeverOutOfTheFight

Hello everyone, I know that similar questions have been asked on these forums, but I wanted to get some insight on industry coverage from people in ER or other similar roles. I am trying to build expertise in one or two sectors so I can network more effectively for FT. I have two questions: 1) I w...

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Modeling Test - Quarterly

nofunleague

Hi Guys, I have an upcoming modeling test in person at a well known sell side firm for research. I’ve done the WSP models and CFA 1 but have never done model with quarterly projections/data. Can someone advise how the modeling tests are generally set up and how to model quarterly? Thanks!...

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SeekingAlpha Contributor or Search Fund experience

goddzilla

I'm currently a second semester senior at a nontarget with FP&A and Equity Research internship experiences under my belt. I was recently offered a spring search fund internship, and was wondering if I should take this internship or become a seekingalpha contributor and write a few research reports. ...

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How much does sector matter?

Yogono

Hi Monkies, I have to decide between starting entry level in a new sector or staying at my current level in the same sector and moving banks (I’m currently at GS/MS/JPM). I do want to explore other sectors, but I also don’t want to sacrifice years of my career if sector doesn’t matter that mu...

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What software do you use for equity research?

Lamushi

Just wanted to ask the community what software do you use to do your equity research. Are you heavily into excel? ...

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Are there more undervalued stocks in the bull market or bear market?

Beginer Investor

Happy Christmas, everyone! As I am just trying to learn more about market, hope someone can help answer my first posted question. Question: Are there more undervalued stocks in the bull market or bear market? I am not sure if there is a direct answer but just curious to see if there is any data ...

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Brokerage to Equity Research or Portfolio Analysis

erockcli

Background: Graduated with 4+1 MBA. Finance undergrad. Non-target (do many targets even offer 4+1's?) but surely a reputable undergrad institution. Recently began a rep position at a large firm that will enable acquiring brokerage licenses, 7/66, have already done the SIE and the material was introd...

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Magellan Research Group--Anyone know anything about it?

SMU843

deleted this deleted this deleted this deleted this deleted this deleted this deleted this deleted this deleted this ...

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Moody's Operational Associate Analyst

Equities5821

Does anyone have any insight or thoughts regarding the operational associate analyst position at Moody's Investors Services? ...

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Looking for advice on how to prepare for HY Fixed Income Analyst Internship

Zumph

Hi all, This summer I'll be interning as a Fixed Income Summer Analyst specifically on the High-Yield team at a large buy-side Asset Management firm. I only have experience with equity research and know very little about fixed income, and even less about the High Yield side. I was wondering if anyo...

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Anyone know about Goldman Sachs Global Investment Research Fellowship thing?

PhysPharmPhD

So Goldmans Sachs has this Equity Research Fellowship program for MD/PhDs in their Global Investment Research division ... [Link](https://uscareers-goldmansachs.icims.com/jobs/44826/gir%2C-equity-research%2C-md---phd-fellowship/job?mobile=false&width=760&height=500&bga=true&needsRedirect=false&jan1...

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Equity Research writing test+modeling test next Tuesday, seeking for advice

ashleyho

Hey guys, I am going to attend a 2 hours writing test + modeling test for an ER position next Tuesday, since I dont have any experience or much knowledge about ER, could anyone give me some advice on what the test might cover or what should I prepare for it? Thanks....

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Is this a good time to enter buyside equity research? Especially at an active manager?

darthStrader

Given increased volatility and a potential downturn, it seems we might soon see a shift away from passive funds. Does this mean equity research, particularly at an active manager, will be a good gig? Or is the overall downward trend of ER stronger?...

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Equity Research Associate at a Boutique Firm - AMA

CeilingAvenue

Hi WSO, I want to give back to WSO after using this website and many other resources to move from PubFin to Equity Research. Feel free to ask me questions and I will get back to them as soon as I can. I am by no means an expert (less than 1 year in ER) but I can add my insight into the industry and...

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How to move from Real Estate to ER?

razir110

Hi all! I am currently working in RE AM (at first I though it was a PE firm however it ended up being an AM, the whole thing happened quite fast and I needed a job, so I didn't really do much channel checks on them,) but anyways.. The firm is a solid boutique with loads of $AUM and it's involved in...

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How to model revenue for Consumer Packaged goods KHC

monkey10011

I am trying to model out Kraft Heinz, not sure how I'm suppose to project revenue.. should I do by region, product, or just a simple percentage? Any pointers would be appreciated it...

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ER Practice

Anton-Nedzvetski

Hello, Are there any excercises to be found/bought online for ER? I would like to sharpen my skills, ER and English, to boost my chances of getting the desired position. I did find some but there is no knowing as to the quality. So help from an experienced commuity will be recieved gladly. Have a g...

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Best Sell Side Analyst of All Time

DLJHighYield

This is a topic that does not get much discussion but who do you consider the best sell side analysts of all time to be? None come to mind besides Danny Scotto. ...

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Fund of the Week: HDFC Hybrid Equity Fund

nishthasharma4302

‘Fund of the Week’ is a new series of weekly articles from Sqrrl’s Blog. This series aims to familiarize the readers with the top performing[ mutual funds ](https://sqrrl.in/blog/invest-mutual-funds-for-beginners/)in the industry, covering aspects like returns, past performance, details about ...

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MIFID One Year In - Impact vs Expectations

Fanalyst

Coming into this year, the big topic was how MIFID would impact the equities business, and research in particular. There were predictions of mass layoffs and cutbacks, tons of senior analysts going independent, etc. One year in, has the impact been as great as expected? I haven’t seen the bulge br...

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Model Layout

Craigp123

Hello All, I am currently trying to teach myself how to make financial models (I'm a Law Student that would like to work a fund carrying out equity research after University) and was wondering if you guys include the Balance Sheet and Cash Flow statement when modeling professionally? Do you genera...

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What does "Tax Basis" mean?

AA777

Rosenbaum uses the term "tax basis" e.g. "The seller considers the tax basis of its assets and stock to decide upon an asset sale or stock sale". Not sure what the term means....

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Investment Philosophies: Quantitative vs Fundamentals Driven Investment

DisGuyDucks

*Note: I have no professional background in investing or research or programming as such; just a fresh graduate starting in investing and shit-scared of the entire doom of fundamental equity research. Please assume that the questions are concentrated around equities only. Apologies for the verbosity...

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JPM military pathways equity research

Logisticjoe

Was wondering if anyone has any experience going through JPM military pathways equity research interview process? I am currently I guess you can say round 3, I was given hirevue and then received a phone call to talk more in depth about myself. Was told I would receive another call soon. Did the las...

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Cowen ER - Reputation and Exit Ops

nofunleague

Currently interviewing for a position for an Instituional Investor ranked analyst a Cowen. Goal is to be at BB ER or HF. What is the reputation for Cowen on the street, hrs, exit ops? Would appreciate to get some view from within the firm as I have access to the research they produce but trying to u...

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Anyone heard of Drexel Hamilton??? Reputation on buy-side?

dkwcapital

I am transitioning from active duty military service back to wall street - came from equity sales with a bulge bracket shop. Met with a firm named Drexel Hamilton, started by a vietnam vet. It's kind of a "for vets, by vets" type outfit; they have Iraq/Afghan vets paired up with wall street vets to ...

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Oil Tanker Industry Analysis

human_piranha82

What's up monkeys, I have recently been looking at the depressed equity prices of many oil tanker firms (Euronav, TK, Frontline). Besides the fact that their corporate/capital structure's are relatively complicated, I understand that it is very cyclical in nature: charter rights rise due increased ...

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ETF Research

tim.67879.tim

Hi All, Has anyone ever heard of an ETF specific research position? It would be at a FIG specific firm, but I've just never seen a product focused ER position before. Also would anyone be able to give me some insights on comp, exit opportunities, and the day to day? Thanks, Tim...

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Entering Equity Research at this point in the cycle in Europe? A super dumb idea?

Yogono

Hi all, I was wondering if moving to ER in a Mifid II environment and at this point in the cycle would be a bad move? I’m currently not in equity research and have good job security currently (not in the division I want). Should I stay put for now? Thanks! ...

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Crafting my story in ER

Leverup13

Hello all-- Ever since I joined my school's student managed fund I have been determined to get into ER. This lead me to spend the last semester of my college preparing for CFA Level I which I passed this June; So I graduated last spring and already had a job at a large PWM shop lined up right out o...

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How to be a Healthcare Analyst?

analystguy1

I work at a generalist fund, but our team is particularly light on healthcare so I figure it'd be good for me to become as well rounded in the sector as I can. I've made some decent event-driven calls so far with devices and HC services (hospitals / ASCs / etc), but have always been uncomfortable ...

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Had Off the Cusp Interview with MD

enterthemonkey

I'm going to purposefully leave out some details from this post to avoid being "outed". I had an interview the same day I handed my report to an MD of a notable bank. An hour after handing it in he emailed me asking me to meet with him for 30 minutes. When I was about to meet him, the first thing ...

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How much would it help to pass the CFA Level 1?

ajt803

Currently in my senior year of undergrand at a non-target. I have a decent internship as an investment analyst at a pension fund for the last year. I graduate in the Spring and am considering taking the CFA Level I in June, before I start my MSF in the Fall. How much would passing the CFA level I re...

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Have an on-site modeling/writing interview next week with an equity research firm, any tips?

erbtrader

The test will be 90 minutes long and involve modeling and writing an earnings report for an industrial company. My guess is that they'll give me a model and earnings data, have me update the model, finish the dcf, and write an earnings note (page or two). Anyone who's been through this, if you have ...

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Equity Research - Homebuilders

nofunleague

I'm currently in S+T and interested in ER, specifically in Homebuilders/Real estate Equity Research. I've done modeling courses but I'm curious as to how to model for Homebuilders. Is there anything specifically that I need to know or any metrics that are looked at more often other than economic/ind...

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Evercore ISI email format?

John-Jacobs1

Tried [email protected] and [email protected] but both didn't work. Any suggestions?...

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Firm vs Analyst for Buyside Recruiting, Business school, Non-high finance jobs

rearfraeg

I currently work for a top ranked analyst at a middle market equity research boutique. The boutique is well-known within its sector / equity research but not outside of equity research. I have received an offer to move to JPM / MS / Bank of America within the same sector (analyst it not ranked, but...

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What is your salary expectation? Interview question ER at BB

Logisticjoe

Have been interviewing for an equity research role at a BB and wondering what's the salary I should expect/ask for? I see on glassdoor for an ER analyst it's about 92k. When asked this question in my next round or when I speak with the hiring manager which is after the next round I was told, is 92k ...

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Potential upside (but when?)

TomFord

Lets say that I use a DCF or comps and find that there is an upside compared to the current market pricing of the stock. This essentially only tells me that there is an upside based on the intrinsic valuation, but how will this translate into practice? What I am wondering is if there are some sort ...

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Compensation in ER

Deter6895

I haven't seen a lot of concrete info on compensation in ER. Does anyone have reasonable expectations for comp at the junior analyst/associate and VP levels? of course senior analyst will vary but I'm curious about junior levels. Does BB vs MM/Boutique matter much?...

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Can you start your own ER firm?

jnhadekjs

How would you sell that research though? ...

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what is a jr analyst?

Vandelay Industrys

if a company is hiring a junior analyst in ER, what kind of level is that/ranking? .....................

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