Does anyone know if there is a Rosenbaum equivalent for equity research? (textbook with best practice walk through of ER process)

I'm wondering if anyone knows of an equivalent to the Rosenbaum but for Equity Research(/asset management)? I'm basically looking for something that would walk through the best practice on how the equity research process would take place (e.g. in Bulge Bracket).

In a similar vein, does anyone know of a course in the style of Break Into Wall Street or WSO but focussed on equity research/asset management?

Comments (8)

Nov 12, 2020 - 12:29am

https://www.amazon.com/Best-Practices-Equity-Research-Analysts/dp/00717…

There is no such thing as BIWS / WSO for asset management. For ER, BIWS / WSO equally applicable, just the modeling is on average less in depth than in IB (with caveat of crazy-modeling type senior analysts, picture Ben Affleck in The Accountant)

Nov 12, 2020 - 7:57am

Thanks for the response on this. Ah, that's a shame they are great resources.

Is this a book you'd recommend as being a similar quality to the Rosenbaum after having read it yourself? Agreed, that the modelling is still applicable and I'm working through this anyway, but great to hear the insight from people in the industry too that the Rosenbaum offers, and to have a full walkthrough of the process!

  • Analyst 1 in ER
Jan 4, 2022 - 6:53am

Survival Kit for an Equity Analyst: The Essentials You Must Know by Shin Horie 

Just came out, pretty good - covers just about everything (and written by ex-head of GS Asia research)

Jan 13, 2022 - 7:44am

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