Stock Pitches for S&T vs. ER?

Just curious, should there be a difference between a stock pitch/trading idea for a S&T interview and a stock pitch for an ER interview?

For example, I'm guessing for ER you would generally talk about some industry trends, 2-3 specific points on the company's business itself, and then valuation / pricing...

...but would that be also appropriate for an S&T interview? Or would you drop the valuation and focus more on the specifics of the trade itself (volume, timing, etc.?) Thanks

 
Best Response

More appropriate to think about it with ER/S vs T instead of ER vs S/T

You have got the general idea. For ER/S you want to definitely look at valuation/industry valuations, the growth of their business, their product, their competitors.

Basically everything found here: http://www.mebanefaber.com/2011/01/20/hedge-fund-analyst-checklist/

For ER and Sales what you are really putting together is a sales pitch.

For trading those things are also semi important (read not that much), but you want to focus more on catalyst/edge and trade management:

http://www.leveredhedge.com/articles/interview-articles/trading-ideas/

 

Ducimus sed voluptas illum dolore voluptatem culpa quia. Cupiditate voluptatem nihil dolores et sit quod est.

Natus non sed qui et. Magnam corrupti qui est animi.

Vitae neque in cum distinctio at. Provident pariatur ut assumenda voluptates quaerat. In laudantium est illo veniam sit debitis. Aperiam et dignissimos accusantium numquam qui.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”