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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...

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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.

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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...

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Anyone know about Goldman Sachs Equity 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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ER Interview with MD over Skype (30min)?

limprichard14

Hi all, Long time reader first time poster. Quick question for you guys to get your thoughts: I have a 1st round interview for an ER associate role next week with an MD in the group scheduled for 30min via Skype. What kind of questions should I expect here? I was thinking it would be mainly beha...

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Cant figure out why model cant balance ?

ladywaka

I cant seem to figure out why the financial model cant balance. The purpose of building this model is to balance it. Hence, pretty much everything is being averaged and structured simply. Much helps appreciated....

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Research Analyst Network

Papa_You

Hello, I have created a network group for Research Analyst. This group focuses on building a strong community for research analyst professionals from around the world. The objective is to allow analysts to share ideas, documents and job opportunities. Once some people will join, we will create a...

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Quitting internship at small mutual fund to take part time ER offer at top BB bank?

twinshk2

I'm currently interning at a small mutual fund, with the expectation I would still stay on on for the rest of the school year until summer 2019. I've been doing it for half a year. I don't like it that much here though honestly, and I recently got an offer to do part time ER at a top BB. I'm split o...

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Help Needed: FT Associate Interview

Undergrad_Senior

Hey guys, I have a HireVue this week with RJ for a FT ER Associate position. What can I expect, and how should I prepare? Stock pitches, technicals, behaviorals? This is my first time using HireVue, and I don't really know what to expect. I think I have a solid understanding of accounting, valuatio...

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Equity sectors in a nutshell

patoloso

Hello friends, I got hands on a research file explaining all equity sectors en EMEA. It goes by this name "HSBC Nutshell A guide to equity sectors and emerging countries in EMEA" and it's from 2012. It provides: "a quick but thorough understanding of the major sectors, industry groups and countr...

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Looking for Opportunities in ER in Los Angeles

polti101

Wondering if anyone has insight into opportunities in ER in Los Angeles. I've really only heard of Capital Group, Wedbush, and UBS being here. Anyone else?...

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Free Excel Financial Data Providers?

WolfyWolfyWolfy

So I was just wondering if anyone knew of a way to get a free Excel add-in on data for companies. I've used Bloomberg, Factset, and Cap IQ's excel add-ins and they're great. I'm assuming if a free add-in is out there, it wont be too accurate, but its probably better than nothing....

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Equity Research vs Big 4 Accounting Partner

ironman32

For currently in ER (or another industry) where you do you place someone making partner at a big 4 accounting firm vs other areas in finance, specifically when comparing to ER. I feel that ER has a higher top if you land on the buy side or a fund, but partner at Big 4 is more secured. ...

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Series 7 and Series 63

lazarus

I recently got offer for equity research. As part of the position, I am required to take the Series 7 and Series 63 exam. How should I prepare for these exams? Are there any good exam prep materials I should use? WSO Series 7 Prep Course Here ...

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Forensic accounting checklist

sa-jue

Can anyone recommend a forensic accounting checklist? i.e. what points to go through beyond the plain vanilla financial analysis. thanks ...

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2019 SA Internship Equity Research & Asset Management

westernposung

I know there are lots of posts related to SA IB but want to know more on ER and AM side. Anyone who wants to share an update on 2019 SA on ER and AM?...

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Health Care Sector - Stock Pitches

Edarti

Hello - I am responsible for covering the health care sector for a portfolio at my school. I am interested in hearing about news letters and other good resources people usually use to stay up to date on health care news. I have found many resources but am unsure which are reliable / often have goo...

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SS ER Associate interview with the Analyst

mets15

Hi guys, I have an interview this week (on Tuesday) with the analyst, who I think is also the director of research on the sell side with a large organization. Any idea what to expect/what to be prepared for? He's one of the top in the sector that he covers. He's aware that I don't have experience in...

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Equity Research Final Round - Quarterly Results Write-up

MrBateman10

Hello! I have an upcoming final round interview for an ER shop that is designating a 1-1.5 hour time frame with which I will be asked to do a write-up on a company's quarterly results. I was wondering if any of you have had experience with something like this in the past? I assume a lot of companie...

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Final round interview with panel + Head of Research

mets15

Hey guys, I'm into the final rounds of a SS ER position. Can you tell me what to expect? One round is with a panel of associates and final round with Director of Research. Any insight would be great. Thank you!...

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How to survive post Mifid II?

charlie the unicorn

How should a new guy in the industry best position himself to survive the impact of Mifid II on the sellside? ...

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Pro-forma income statement model for ER interview

Fantasty

This might be a dumb question but I searched around and found no related answers: I am building a pro forma quarterly and annual income statement model that covers 2017 and 2018 as requested for an interview. I am familiar with 3 statement modeling, but the difficulty arises when they requested tha...

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Splunk metadata information

Soujanya-Bargavi

We recently purchased splunk and hired a contractor to implement it for us. We want to capture information from the log files and display it in a very simple manner via splunk. We are facing issues with collecting some metadata type information. I will try to explain it via an example : Server is ...

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FCFE discount model and DDM

compoundingreturns

Is a FCFE discount model or DDM an accurate way to value a Aerospace and defense company stock. Also what sub industry is the FCFE discount model and DDM the most used within and gives the most accurate value of the company stock. Thank you. ...

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Actuary switch into financial analysis?

RiskIsOpportunity

Hi, I'm brand new to WallStreetOasis and newly considering a career switch into finance. If I have posted this in the wrong spot, or if it’s inappropriate to post a solicitation for career advice here, I apologize - please let me know. I would very much appreciate any comments or insight about ...

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In ER, what is the difference between biotech, pharma, healthcare>

red2016

For example, it seems like some banks have different divisions and even for something like... AMGEN, it can be listed as a biotech at some and healthcare equity at another shop. Is there a difference or are they all one and the same? Please clarify! Thanks!...

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Exiting an Equity Research dream job

ar169

I always wanted to be an equity research analyst (sell side or buy side). But now that I finally broke in, and have been here for some time, I realize how bad shape the industry is in. Buy side keeps getting hit by shift to passive, while sell-side (where I am) faces structural challenges from MIFI...

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Exit Opps for Economic Research vs FI

streetrules

Which one would be the best for eventually transitioning to a global macro fund (am most interested in FX) ...

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Credit Suisse lead analyst in an attractive sector vs. top-10 HF analyst

lionheart

Able to get an offer at CS research for a good sector (VP role w/ a junior analyst, base 250k) and an analyst role at a top-10 HF (fundamental L/S, base 150k). Both seem interesting; CS would likely be less day to day stress. Which do you think is better?...

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Would your job be easier/better without quarterly earnings?

MichaelScarn

Trump today proposed a possible change to earnings season: reporting earnings only twice a year, instead of four. https://nypost.com/2018/08/17/trump-asks-sec-to-study-six-month-reporting-system-for-public-firms/ Would eliminating quarterly earnings make your job easier/better/more enjoyable? Or...

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Earnings Calls and Transcripts

MikeyInvest

Hey guys! Can you suggest where I can listen to archived earnings calls as well as earnings transcripts of US public companies? I tried EarningsCast, but couldn't get the last year's earnings audios. ...

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Dividing all constants by 1000 in excel

ResearchLackey19

Hey Monkeys. I noticed that an earlier model that I created had numbers down to the thousands of dollars. It is not optically pleasing and I was wondering if there would be a way to divide all constants by a 1000. I think that should fix the issue....

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Go from well-known MM ER after 2 months to new VC firm?

boomtown917

Hi everyone, I am using a throwaway for this post for obvious reasons.... I am trying to figure out whether I should leave a brand-name MM firm where I just started doing ER for a role in a new VC firm. Here is a quick synopsis of my background & position: My background: - 2 yrs exp in consulting ...

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Company or investor WACC?

afterSun

I was confronted with this issue a week ago - investor or company WACC? When estimating the value of a listed company, say Facebook. Do you use Facebook's WACC or the WACC of a highly diversified investor, say a mutual fund? Might be a weird question....

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In search of a mentor - Equity Research

pranay.arya

Good afternoon friends, mentors, and esteemed members of the community! I am pursuing my MBA in Finance and Accounting from the University of Rochester (Simon Business School); I graduate in June 2019. I have 5 years of IT development and IT consulting experience and currently working as a Finance...

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2-hour modelling test - sector specific?

g1rlinfinance

I was asked to come in for a 2-hour test. Based on previous forums I am assuming it will be a model update + written component. In your experience, was the modelling sector specific? Ie. I am interviewing for FIG but the ratios used to value FIG companies will be completely different than for instan...

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Private Banking vs. Equity Research

tpro3

I was wondering how private banking and equity research divisions are related and how their pay and work/life balances differ. Also which would be a better starting position for a strong career? Are they similar in regards to competition for positions? Approaching my sophomore year and I am trying t...

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Is Equity Research Dying?

MichaelScarn

I've been reading articles about how Millennials are dumping individual stocks and plowing money into ETFs… https://www.cnbc.com/2018/06/12/millennials-are-dumping-their-individual-stocks-and-flocking-to-etfs-schwab-survey-shows.html Coupling this information with investors’ general trend tow...

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Looking for somebody to review

recaptcha

Monkys, I built up a 3-statement DCF as well as short 2-page research report to send in hopes of landing an equity research interview. Was seeing if I could send this to anybody, preferably somebody currently working in/has worked in equity research, to take a look at? Any help would be much apprec...

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Healthcare Sector Research

consultant 13

All, I am curious as to what opportunities in research I would be qualified for based on my career experience. My healthcare sector experience includes healthsystems to ambulatory providers (physician groups, Urgent Care, Home Health, etc.) to Value Based Healthcare policy. 5 years Healthcare Ope...

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Sell-side vs. Buy-side Equity Research

MantisTobogganM.D.

I'm a rising senior at a non-target who recently decided not to be pre-med anymore, so I'm looking at my options in finance - I apologize in advance if what I'm asking is silly, and please correct me if I have this all wrong. From what I understand, at GS, the typical entry-level (post-UG) ER role ...

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Reading 10-Ks. Print or Online?

WidespreadPanic90

To me the answer is obvious, print. Call me old fashioned but I feel like I understand content better when I can actually hold it in my hands, I still buy hardcopies of books opposed to getting a kindle and downloading them. Also, marking up the 10-K with notes is much easier when you print it out...

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SEEKING ADVICE for internships interviews: I just blew mine right out of the water!

ch.j.sh.

Hi guys, I'm making this post in hopes to get professionals such as yourselves to help students like myself to better prepare for technical tests in interviews for entry-level jobs and internships - because I just screwed mine up. I'm a third-year undergraduate student with no experience in banki...

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Fred Alger Management

Parhelion

Anyone know about Alger investments for an equity research associate? Is this a good firm if wanting to eventually work at a hedge fund? Anything about comp/exits? ...

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Equity Research Intern Modeling Test

Xohs

Hello, I have a 2 hour ER modeling test coming up soon. I have no idea what to expect. I did some reading here, but can't find a good example. Does anyone have one laying around or willing to help? It would be greatly appreciated! ...

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