Trending Content (see all)Replies
+39
Career Ladder: Equity Research vs. Investment Banking - (A Definitive Guide, Part 3)

NoEquityResearch

Hey everyone...sorry to take so long for part 3 of equity research vs. investment banking. For those who missed the first two parts, see the links below: [Work/Life Balance: Equity Research Vs. Investment Banking - (A Definitive Guide, Part...

29
+31
Anyone worried about getting laid off?

SomePleb

Title says it all. Would be interesting to get a poll going including firm size (bb/<abbr title="middle market">mm</abbr>/etc) and sector.

35
+18
I was in Equities Research for 10 years in Asia – Ask Me Anything

bankingtostartup

Just some brief background about myself. I started in Australia working as an Actuarial Analyst and moved to Hong Kong just before the Financial Crisis. My first job at an Investment Bank was at a Bulge Bracket doing Data Management for their Equities Research Department. Eventually, I got...

45
All Pods
All Events
Recently Active Topics
Replies
-
+1
MD in biotech ER: long term career advice

pancho23

Hi guys- just wanted to get your opinions on career trajectory long term. To give some background I just started working in ER as an associate in biotech. I have an MD and just finished my internal medicine residency in the summer, passed Level I and II of the CFA as well, taking Level III in June. ...

5
-
-
-
+2
Football field graph - how to reach min and max DCF values?

LCHMan

Hello everyone, I'm a junior monkey trying to learn how to properly compose a football field graph and I'm looking for insight into what makes a successful one. Which variables should I take into account and what ranges should I be looking at to get proper min and max values for the DCF method?...

3
+3
2.4 GPA, non-target school, previous e/r intern, NEED NETWORKING ADVICE

ebitdapizza

Hey guys, I have 2.4 GPA, attend a non-target school, secured an e/r internship in a boutique investment management firm last fall, and I'm having a hard time getting another internship for this coming summer... looking for creative advice and tricks about networking (anything other than LinkedIn n...

13
-
-
+1
Recommendations: Academic Research

Callmemax

Hey everyone, I'm currently searching for a topic for my bachelor thesis and I am planning to read some academic research to get a sense of what other people in the finance world write about. Since I am unsure where to start, I'd appreciate recommendations on papers you enjoyed reading/found thoug...

1
+5
Need career advice.. PLEASE help

Long_ValueOps

I've read many threads on WSO that dealt with career advice, but was hoping to get some input on my situation. Background: went to a non-target private school in the south (decent reputation and ranked business school) and graduated with honors, currently working at a BB in a BO function (think co...

13
0
Firms that take freshman (going into sophomore) interns for ER

Chairman

Are there any firms that would be open to taking a freshman intern? Not a searchable metric on LinkedIn. Please save the bashing for the sake of boosting your own confidence, I'm not asking if its feasible I'm asking who has taken freshman. Cheers ...

1
-
-
+1
Realistically, can I become an investment analyst at a Hedge Fund?

koko87

Greetings Fellow Chimps, Apes, and Humanoids, I've taken a long journey down my finance career thus far and I've reached a juncture where it's finally time to pursue my passion of becoming a research analyst at a Hedge Fund. :::pause for uproarious jeers and hysterical laughter::: For the past ei...

1
-
-
+2
Financial modeling the Balance sheet and CFS

monkey10011

I am looking for some clarity on modeling out the B/S and CFS. Before say projecting the working capital, and everything else on the balance sheet, do I need to make sure that each balance sheet line item has a corresponding link to the CFS line item? I thought that is what I'm suppose to do, but ...

6
-
-
-
-
-
+1
Buy Side FI Research

pudge1058-.

Going to be starting at an AM firm soon in FI research. Was curious what the average salary for this should be, I know it varies by geography, etc. but generally speaking. (Specifically for a fund with ~$100bn)...

3
-
+1
PCG - Buy, Sell or Hold

FitnessandFinance

Today it was made evident that PCG secured a $5.5B DIP Financing from JPM, BoA, Citi and Barclays... I was under the impression this meant chapter 11 was a done deal.. but the stock price (+12.5% at time of writing) indicates otherwise. Might there be any restructuring experts who can share some kn...

5
+1
HY Credit Research Interview Process

maxwell95

This is for an entry level role at a BB. How different should this be than an ER interview? Should I have multiple HY credit pitches prepared for a first round? I currently work in structured credit research, so I'm familiar with FI and credit. I obviously know all the basics of ER interviewing (mar...

1
-
-
-
-
-
-
-
+1
ER PREP - Selling Used EDUCBA, Wall Street Mojo Online Material

Goutham-Babu

Hi, I am selling my used EDUCBA, Wall Street Mojo online material which has comprehensive financial training. It covers core areas like Equity Research, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Credit Risk Modeling, Venture Capital, CFA Level 1, CFA level 2, I...

3
-
-
-
-
-
+1
Likely post-internship path

er_wso

Hi there, This is my first post here on WSO, so sorry if it's in the wrong place or a little bit vague. I have landed an ER internship at a BB bank in London, and I'm really excited to start but just had a few questions... Firstly, what extent should I prepare to, I think I find out the desk I am...

1
-
-
+31
Anyone worried about getting laid off?

SomePleb

Title says it all. Would be interesting to get a poll going including firm size (bb/mm/etc) and sector....

35
-
+1
B. Riley FBR?

dan0440

Any thoughts on equity research at B. Riley FBR? What's their reputation on the street? How have they done since being acquired by B. Riley? ...

2
0
William Blair Equity Research Interview

mw9821

Hi all, I have an interview for an ER position with William Blair. Any advice on prep for the interview? Technical aspect: I heard BIWS materials were helpful here. Any other suggestions? Fit: I read that fit was very important for WB - can anyone elaborate on this?...

16
-
-
-
-
-
-
-
-
-
-
+8
Wolfe Research.

unemployed1_1

Thoughts on the firm / culture / reputation within equity research? I have done a forum search but everything is old. Glassdoor has mixed reviews. What sort of exit opportunities would be possible if you were in a ranked team there?...

25
-
+1
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...

1
-
-
-
-
-
-
-
-
-
+1
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. ...

1
+1
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...

2
-
+7
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? ...

9
-
-
-
+1
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 ...

5
+1
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...

1
+1
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 ...

10
-
-
-
-
-
-
-
-
+2
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...

2
-
-
-
+1
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...

3
-
-
+5
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?...

6
-
+10
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...

33
+1
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...

1
+3
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...

16
+1
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...

1

Pages