Search results

  1. Horrible Boss or is this Wall St?

    Hello Everyone, I'll keep this short and sweet. I took an ER job out of school (after running my own little ER biz). Working on Wall St is great, I'm learning a ton, I put in the hours and I'm on the front lines. Outside of continually gett ...

    59 comments - 4 silver bananas - Feb 26 2017 - 9:00pm -

  2. Equity Research Interview questions

    Hi, On short notice I have an interview with an analyst and an associate on thursday for an associate position. Can anyone give me a heads up on what will likely be asked? Will this be a fit interview or more technical based questions and if anyone can gi ...

    120 comments - 0 silver bananas - Mar 6 2017 - 12:47pm -

  3. On the Job With Simple As… My Research Process

    When I did my AMA thread a while back I promised at least one person that I would share my general research process. So here you go... Every analyst has his/her own way of conducting due diligence. There certainly is no one correct way to come to an inves ...

    141 comments - 170 silver bananas - Sep 19 2016 - 6:38pm -

  4. So, I've failed, so far...

          Hey guys, So I've been trying to get into finance/investment banking/ equity research for quite some time. I have an undergrad in econ and a master of accountancy from a CSU that isn't too high on anyone's radar. I thin ...

    40 comments - 0 silver bananas - May 26 2016 - 4:00am -

  5. Here is How Equity Research Works- 4 Steps

    I was motivated to make this thread after reading a lot of the other threads in this forum, about why certain top analysts are still on the sell-side. It appears that almost everyone who doesn't work on the buy-side or sell-side, or even a remotely c ...

    118 comments - 73 silver bananas - Aug 18 2016 - 1:15pm -

  6. MS Wealth Management?

    I recently got an internship offer from Morgan Stanley Wealth Management, NJ office.Non-target school finance and business analytical master degree. I will graduate this May and I have studied for CFA, FRM. I want to land a job at Asset Management company ...

    19 comments - 1 silver bananas - Jan 19 2017 - 2:20pm -

  7. Non-Target, 3.0 < GPA, non-finance major, to ER

    Background: I went to a non-target, had a 2.7 GPA, and didn't study finance in college. Ended up landing a job in ER. I apologize in advance that I have failed to contribute as much as I should to these forums. WSO was one of the main tools I used an ...

    21 comments - 11 silver bananas - Mar 10 2017 - 6:14pm -

  8. AMA- I'm an Equity Analyst/PM at an Asset Manager

          Mod Note (Andy): this ama is now closed, thanks again to N164 for answering all the q's! I've been in the Asset Management field for 15+ years, started as an i-banker out of undergrad, moved to AM after b-school when the hou ...

    102 comments - 5 silver bananas - Nov 19 2014 - 12:34pm -

  9. Equity Research Bonuses- 2014

          These types of data gathering threads are pretty helpful to everyone involved. Just wanted to get a sense of how bonuses and comp is panning out this year. Good format would be- BANK (BB /MM) / POSITION (Years experience) / BASE / BON ...

    68 comments - 1 silver bananas - Feb 10 2015 - 8:32pm -

  10. AMA... 3rd year ER analyst

          I have been an ER analyst at a BB for the last 3 years... I am now moving to the buy side, starting in 2 weeks' time. I have always found these threads useful so thought would create one myself in case anyone wants to ask about s ...

    93 comments - 16 silver bananas - Jul 13 2014 - 8:00am -

  11. AMA: Investment Manager at Emerging Market

    - 10 years of experience in finance- 5+ years of experience in investment banking and private equity services- non-target education for both undergraduate and graduate in US- getting a job as an international student experience in US (i.e. CPT, OPT, H1B)- ...

    55 comments - 2 silver bananas - Jan 11 2015 - 11:00am -

  12. AMA: I am an Equity Research Associate

    Bio: tl;dr version: non-target, non-major, also had a sub average GPA in undergrad but compensated with a higher grad GPA and work experience. I went to a non-target, east coast, liberal arts college and graduated with a biology major. Originally, I inten ...

    79 comments - 4 silver bananas - Aug 6 2014 - 8:49am -

  13. Susquehanna International Group (SIG) Equity Research Associate First Round Intervire

    Hi, I will be having an upcoming phone interview with an HR for this position. I would love to hear any suggestion on how I should prepare for this? From what I understand, there will be brainteasers, probability and stock pitch? ANy take on this? Thank y ...

    45 comments - 1 silver bananas - Mar 6 2017 - 12:47pm -

  14. Switch from Equity Research to IBD

    Hey guys I've been offered an ER position at a BB after an internship, but IBD is where I really want to be. Unfortunately, in this market, not many people are hiring, especially not through the non-internship route (I dont have any prior banking exp ...

    88 comments - 0 silver bananas - Mar 6 2017 - 12:45pm -

  15. Equity Research: If you had the choice, what industry would you cover and why?

    Are some industries better than others to cover from an ER standpoint? Are some duds (and why)? What are the key ingredients to a successful ER career as far as coverage goes? Should you aim for more obscure spaces with fewer analysts or are there fewer a ...

    80 comments - 0 silver bananas - Feb 1 2017 - 1:34pm -

  16. Recommended Books for equity research

    I've locked up my internship for this summer as an equity research analyst intern. Now that I don't have to worry about interviewing and can put less of a focus on networking I would like to find a few books on equity research to read in my free ...

    90 comments - 1 silver bananas - Dec 13 2016 - 2:04pm -

  17. Best ER firm?

    thoughts? Equity Research ...

    64 comments - 0 silver bananas - Feb 21 2017 - 11:12am -

  18. Initiating Report Case Study: Fossil

    This is an example of how a buy-side analyst would start coverage on a new name and what an initiating memo might look like. I chose Fossil as part of an investment group with some help from BlackHat and this is the final product. Keep in mind this is not ...

    85 comments - 12 silver bananas - Dec 3 2012 - 8:05am -

  19. What to do when the HR ignores you?

    Hi wise people here on WSO, Hope all is well? I am really frustrated with my current situation here and don't really know what to do next. So I networked very hard to get a first-round interview opportunity with a BB and passed the first round. I was ...

    22 comments - 0 silver bananas - Feb 16 2016 - 11:16am -

  20. Breaking into Equity Research- How difficult is it to break into ER fresh out of school?

    How difficult is it to break into Equity Research fresh out of school? I attend a target school (a top 15 LAC) and have all the requisite stuff on my resume- 3.7+ GPA, econ major, significant accounting/finance coursework, FIG analyst for the school' ...

    82 comments - 1 silver bananas - Nov 8 2016 - 3:50pm -

  21. What would you like to know about Equity Sales / Research?

    Hi Guys- I'm working on a blog (or maybe ebook) to give junior staff and interns an idea of what it's REALLY like to work in the equities sell-side business at a BB. ...

    73 comments - 11 silver bananas - Aug 18 2016 - 1:19pm -

  22. Excel Modeling Test for Interview

          So, I just had a second round interview for a research associate role and then was given a modeling test. I was told to fix three errors in the forecasting period of the IS. At first glance I see four errors in the forecasting periods ...

    24 comments - 1 silver bananas - Mar 2 2016 - 1:06pm -

  23. Switching from Consulting to Investment Banking

    Hi All, I am looking for some advice on how I should proceed with my life, now that I am committed to get into banking or equity research. ...

    52 comments - 0 silver bananas - Feb 1 2017 - 1:34pm -

  24. New Credit Suisse CEO effects on equity research? (and IB as a whole)

          Hi guys, As many of you may know, Credit Suisse 's CEO Brady Dougan is being replaced by Tidjane Thiam in June, and many analysts are speculating that Thiam will downsize the securities and investment banking arms by as much as 3 ...

    31 comments - 2 silver bananas - Mar 11 2015 - 7:00pm -

  25. Equity Research Q&A with Flake

    Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of the ...

    152 comments - 19 silver bananas - Aug 27 2012 - 5:45am -

  26. Who are all the "dumb" investors/analysts?

          Being in B School I get to hear from lots of successful investors, guest speakers, and current/former professionals teaching classes. There is a common refrain that gets repeated in different formats by lots of people. Its often talki ...

    29 comments - 1 silver bananas - Apr 3 2015 - 12:02pm -

  27. Q&A with Flake, “Don’t waste your time and energy in a back office role.”

    How do I even begin to introduce Flake? More than anything else, Flake is really here for our enjoyment. Sure, maybe Flake is not as helpful as the legendary CompBanker, but that does not mean he is undeserving a Q&A. Within our interview, there are s ...

    64 comments - 6 silver bananas - Apr 18 2012 - 8:27am -

  28. Credit vs. Equity Research

    What are some of the key differences between the two? Obviously the security being valued is different, but I imagine you would still be looking at the strength of the company and looking at the same financial statements, etc. Wondering because I enjoy ER ...

    27 comments - 0 silver bananas - Oct 10 2016 - 4:48pm -

  29. Big 4 to Equity research..

    ...what are some possible routes? Im only a 2nd year in big 4 audit so I know manager in big4->Mba-> ER might beone route but I cannot stick the job anymore....No way I am sticking around until manager. So what are some alternatives? Im willing to st ...

    41 comments - 0 silver bananas - Feb 9 2017 - 5:12pm -

  30. Research Assistant vs Associate

    In equity research, wealth management, etc, what exactly is the role of "research assistant"? I know "research associate" is usually reserved for people with an MBA or CFA or all-around more experience, and "research analyst" ...

    49 comments - 0 silver bananas - Nov 8 2016 - 3:49pm -

  31. Best Way Into a Hedge Fund

    I was wondering what the most common career path into a large hedge fund would be. 1) Equity Research--->Hedge Fund 2) M&A--->Hedge fund 3) S&T--->Hedge Fund s&t M&A Equity Research ...

    41 comments - 1 silver bananas - Feb 26 2017 - 10:03pm -

  32. Seriously, what does a person need to do to get FT offers in this market?!!

    Won't waste time whining; here's the lowdown:-- Semi-target, 3.3 GPA double major in Finance/Economics, graduating this May-- Sent resumes to 80+ firms, including all BBs/MMs/elite boutiques along with a ton of local boutiques.-- Have gotten ~15 ...

    77 comments - 0 silver bananas - Aug 21 2012 - 5:49am -

  33. Is Equity Research a dying career?

          This could be a completely stupid question, so don't hound me to hard, BUT I have read two different forums (threads 1-2 years old) that have stated that Equity Research is on the decline and could be potentially dead in the next ...

    68 comments - 0 silver bananas - Jun 5 2012 - 4:07am -

  34. Open for Questions- Equities in Dallas

    Mod note: Click here to see all of our q&a's and interviews I figured I would start a thread where I just told my life story in finance and prospective monkeys and other curious lurkers could ask me questions involving my diverse experiences. May ...

    45 comments - 7 silver bananas - Jun 19 2013 - 6:45am -

  35. I'm a First Year Equity Research Associate, Ask Me Anything

    Mod Note (Andy): Happy to introduce another new blogger: "User X". He'll be blogging Sundays at 8pm ET. Hey everyone, looking forward to bringing some more interesting discussion threads to the site. Quick background:- Engineering degree + ...

    29 comments - 2 silver bananas - Oct 18 2013 - 12:44am -

  36. Bloomberg Vs Thomson Reuters

    hi, I posted this in the Asset Management forum will repost here also, Thank you! Hello everyone, Thank you for taking the time to read this. I just needed the opinion of the buy side peeps (PMs and research analysts) regarding the Bloomberg platform vs t ...

    29 comments - 0 silver bananas - Feb 26 2017 - 10:04pm -

  37. On The List: Regional Equity Research Groups

    In what is now becoming an excellent case study of capitalism in action, I've decided to respond to VanillaThunder's impressive grab of share in the CapIQ List/Silver Banana exchange market by changing my model quite a bit to preempt VT and othe ...

    49 comments - 6 silver bananas - Mar 13 2011 - 8:57pm -

  38. Equity Research Culture

    Not many people here have addressed the "CULTURE" on equity research desk, can someone provide me some insights on the following questions What is the relationship between junior associate and senior analyst like? Will the analyst closly mentore ...

    31 comments - 1 silver bananas - Mar 6 2017 - 12:45pm -

  39. Equity Research Q&A with bearing

    Andy note: BIG thanks to bearing for doing the interview with me. bearing is a 3rd year equity research associate and long-time member of WSO. He's been a very helpful member in the forums and was nice enough to answer some questions for those intere ...

    34 comments - 5 silver bananas - Sep 6 2012 - 7:38pm -

  40. Mutual Fund: A day in the life.

    Hey all, WSO has given me a lot of information about the Hedge fund, Investment banking, Private equity, and Venture Capital industries. WSO actually help me get an internship of my dreams as a freshman (VC fund in SF). I cannot seem to find much about Mu ...

    53 comments - 1 silver bananas - Dec 13 2011 - 6:49pm -

  41. CFA Materials: Schweser vs Bloomberg

    Hello all, This week I registered for CFA Level 1. I registered for the June 2016 exam. I am wondering if anyone has used the Bloomberg study materials for the CFA. I know Schweser is the go to for most people but it looks like Bloomberg's product is ...

    20 comments - 1 silver bananas - Aug 28 2015 - 5:15pm -

  42. Do ER analysts ever chat with traders about their stocks?

          Are traders a good source of information or are traders looking for info from the analyst? Equity Research ...

    47 comments - 0 silver bananas - Feb 11 2013 - 4:32pm -

  43. What is wrong with this picture?

          I am an MBA, a CFA Level III candidate, and have been working in ER for a year. My comp is 60k base. What the hell am I doing wrong? Am I in the twilight zone or is this even remotely normal sounding? MBA Equity Research CFA ...

    48 comments - 0 silver bananas - Jul 31 2011 - 11:38pm -

  44. Equity Research experience and take away for aspiring monkeys

    Thought I'd post some the PM diarrhea I've sent to monkeys (who ask intelligent questions). Here we go... I graduated college with an Econ degree from a top 20 school in the US but not an Ivy. Side-note, monkeys get way too hung up on target, se ...

    36 comments - 9 silver bananas - Aug 21 2012 - 4:57am -

  45. Equity Research Associate Taking Questions

          Ask Away: Networking. Dating. Life. Fashion. Be interesting. Flake already answered most of the ER questions. Equity Research getting a job ...

    49 comments - 0 silver bananas - Jun 1 2012 - 4:07pm -

  46. Your future empire: what’s it like?

    WSO just hit 40,000 members and the last time I checked (minus the trolls and a few odd d-bags) you will probably find some of the most intelligent, entrepreneurial, and ambitious people the world has to offer, all in a single community. The countless thr ...

    34 comments - 0 silver bananas - Oct 18 2010 - 5:45pm -

  47. JMP Securities culture/reputation?

    How is JMP Securities (specifically the ER department) viewed on the street? Anyone have any first hand experience? Equity Research ...

    21 comments - 0 silver bananas - Mar 10 2017 - 5:51pm -

  48. Modeling retailers?

    Hey guys, I have a question on modeling retailers. Say you're looking at a company that is expected to generate a 5% same store sales number next year. Would Year T+1 Revenue = [(Stores open at T- Expected Closures)*(Sales/Store)*(1 + Expected Same S ...

    19 comments - 0 silver bananas - Feb 9 2017 - 5:13pm -

  49. Observations of an Equity Research Associate

    This is just one of those threads, where we talk about what the ER industry is like. I'm a first year associate at a BB in ER, and I just finished my 2nd week. I'm working under a group that I really like and I thought I would create this thread ...

    31 comments - 5 silver bananas - Jun 20 2012 - 8:04am -

  50. Fidelity Research Associate Pay

          Hey guys, Just wondering what a first year equity research associate (straight out of undergrad) makes at Fidelity Investments. Supposedly it's competitive with IBanking, but some actual numbers would be greatly appreciated. Than ...

    55 comments - 0 silver bananas - Mar 2 2011 - 11:23am -

  51. Equity research reports- BB technology TMT industry reports

    msg me if you would like copies- comprehensive industry reports- full length Equity Research reports share technology sales trading ...

    18 comments - 0 silver bananas - Apr 12 2015 - 10:28pm -

  52. Launched an Equity Research Training Program- Need your feedback/advice

          I recently launched an equity research training program for students and professionals. (http://quadrantskewcapital.com/equity-research-pro...). You've probably seen it posted on WSO. The program is designed to develop financial ...

    17 comments - 0 silver bananas - Jun 2 2015 - 1:48pm -

  53. ER Bonuses: 2013

    Created this same thread last year and it had a good response so thought it would be helpful to do it again. I get a sense that the street was down across the board this year but all of the focus is on IBD and not ER or S&T so there's very few da ...

    29 comments - 0 silver bananas - Feb 16 2013 - 9:32am -

  54. Working hours for covering European equities in London

          I wanted to see if anyone had any input on this: I'm interviewing soon for an ER position that is meant to cover European equities from London. I've heard that generally the ER people try to get in a bit before the markets o ...

    16 comments - 0 silver bananas - Jun 12 2015 - 3:21am -

  55. DCFs vs Multiples

          I've written an article about this here: http://www.treetis.com/blog/2015/6/8/valuation-why... I've had this discussion many times on these forums. I think there is too much importance placed on DCFs- maybe because it seems ...

    16 comments - 0 silver bananas - Jun 8 2015 - 2:21pm -

  56. NYSSA Equity Research Initiation Report

    ***Please look at the bottom of the post before PM-ing me for materials. Summary: NYSSA IRC as a Stepping Stone in Getting a Job in ER It seems like there are fair amount of people who are interested in Equity Research on this site. There are a lot of goo ...

    27 comments - 34 silver bananas - Apr 18 2012 - 8:54pm -

  57. What are the best independent research shops?

    Hey Guys, i was wondering what you guys thought were the best independent research shops? i know that bernstein and isi have great reputations. jeff degraaf, former of isi just started his own shop called RenMac and fromer Strategist Jason Trennert runs S ...

    18 comments - 0 silver bananas - Feb 21 2017 - 11:12am -

  58. Analyst Gets Owned at his own Conference

    How normal is this? lol I just read this and a lot of people get calls wrong, but for this one to get called out and not much of a response makes me wonder what's going on behind the scenes. For a good laugh. Vertex- Morgan Stanley The head of Vertex ...

    28 comments - 0 silver bananas - Sep 27 2011 - 11:22pm -

  59. Fidelity- Equity Research Internship- Final Round

    Firstly, I apologise if this post is cluttering the forum. This is my first visit to the site, I did a search but couldn't see a relevant thread. If there is one then please point me in its direction to save time. I have a final round with Fidelity n ...

    18 comments - 0 silver bananas - Feb 1 2017 - 1:33pm -

  60. Do I stay or do I just not show up for work?

    Ok, so I started work about a month ago at one of the largest asset mgmt/mutual fund companies in the US. I went through a 5-week training program to be a customer service rep at one of their regional call centers. Duties consist of providing balances for ...

    33 comments - 0 silver bananas - Mar 17 2010 - 10:37pm -

  61. Factset- Consultant position

          What's the deal with working at Factset? I understand that the "consultant" position is a glorified customer support role, but it seems to me like there could be a genuine exit op. logically speaking you obviously learn ...

    19 comments - 0 silver bananas - Apr 20 2016 - 9:15pm -

  62. ER Bonuses: 2012

    How'd everyone do this go around? I get a sense that the street was very tough this year but all of the focus is on IBD and not ER so there's very few data points. I think it's helpful to collect as much comp info as possible to understand ...

    30 comments - 0 silver bananas - Feb 18 2012 - 2:45pm -

  63. Here is my attempted ER report- tips/suggestions?

    In an attempt to improve my ability to understand companies (and hopefully their quality), I wrote an mini equity research report. I was wondering if anyone could give me tips on how to make an investment thesis for an ER report? And maybe some advice on ...

    28 comments - 0 silver bananas - Jun 24 2012 - 7:35pm -

  64. Equity Research Bonuses- 2015

          I've seen these start to pop up for IBD, S&T and others but nothing specifically for ER yet. I found these threads very helpful in the past and think it will be good to see how total comp stacks up this year with the base inc ...

    12 comments - 0 silver bananas - Feb 4 2016 - 8:00am -

  65. Interview with an Equity Research Associate (Part 1/2)

    The following is an interview with Equity Research Associate IntoTheRain (he is also available to answer your questions) Are you a professional and want to do an interview? View our interview template here and then email me your responses to Andy@wallstre ...

    17 comments - 3 silver bananas - Mar 5 2013 - 10:00pm -

  66. Interview with a Senior Institutional Research Associate- (Part 1/2)

    The following is an interview I did with a Senior Institutional Research Associate, enjoy monkeys! Are you a professional and want to do an interview? Email me at andy@wallstreetoasis.com What is your job title? Senior Institutional Research Associate Wha ...

    13 comments - 1 silver bananas - Apr 9 2016 - 3:24am -

  67. Krawcheck: Sell Side ER Best Job Out of College

    Many people wonder what is the best Wall Street job right out of college and there's no simple answer to this question. But former Merrill Lynch president Sallie Krawcheck took a swing at it a few days ago on LinkedIn and she raises a lot of good poi ...

    17 comments - 0 silver bananas - Jan 29 2013 - 7:09am -

  68. Fork In the Road: Finance or Startup

    Sorry for the long post. Big decision. Any input would be appreciated. ...

    23 comments - 0 silver bananas - Mar 9 2012 - 1:02am -

  69. First round with Raymond James- insights?

          Hey everyone, This came up rather suddenly, but I have a first round over the phone with Raymond James tomorrow out of their Houston office for an associate position. They haven't said which sector it will be for. Does anyone hav ...

    18 comments - 0 silver bananas - Mar 4 2014 - 2:11am -

  70. Moving into Equity Research

    I am going to try to keep this short. I just finished the CPA exam, and will start a big 4 gig in audit this summer (NYC). I want to be in equity research in the next few years (does not have to be a BB, I just want to break into the industry). I am consi ...

    21 comments - 0 silver bananas - Mar 8 2012 - 5:14pm -

  71. BB Equity Research VP or B-School to pursue M&A Associate Role?

          Dear WSO, I need some advice as I've been pondering and losing sleep day and night on this topic. I'm 30, in ER in a MM for 4.5 years prior to which I was an auditor for 2 years (gained amazing accounting skills, work bored ...

    13 comments - 0 silver bananas - Jul 18 2015 - 3:27pm -

  72. How to Get Started Writing Equity Research Reports As An Amateur

    Hi, Since I have been struggling finding a job this summer, I was thinking about writing some equity research reports on my own while studying for the CFA and perhaps use these as a way to show interest and maybe break into ER for the next summer. However ...

    27 comments - 0 silver bananas - Jun 9 2011 - 1:53pm -

  73. How was your bonus?- 2nd year pre-MBA associate

          If you don't feel comfortable posting a #, post what % of your base salary you received, and if you received a raise in salary. There are a lot of very low #s floating out there which unfortunately I'm a part of and I'd ...

    17 comments - 0 silver bananas - Apr 21 2016 - 7:57pm -

  74. "CFA I Anticipated 2016" Put that on the Resume, Cover Letter, or Neither?

          So I've nearly finished tightening up the resume, and though I have a post in the resume forum as well (would naturally love watching people tear it to shreds for my benefit), I have a question that I want to ask specifically to ...

    10 comments - 0 silver bananas - May 16 2016 - 6:14pm -

  75. Question about boutique IBs and ER

          Equity Research ...

    14 comments - 0 silver bananas - May 25 2015 - 1:12am -

  76. Which major is best to get into Equity Research/ Asset Management/ Private Equity?

    I'm trying to decide whether or not to change my current major... I am an Econ major at a non-target, but have the opportunity to enter into the Accounting program. While my school is not known for its Finance/Econ/Business degrees, it does have one ...

    14 comments - 0 silver bananas - Feb 9 2017 - 5:13pm -

  77. AMA: Back Office to BB ER

          I got a lot out of WSO on my path to equity research and am finally getting around to returning the favor. Background-wise, I went to a "semi-target" if you want to call it that, and had a good time (GPA was 3.4ish). Few int ...

    13 comments - 0 silver bananas - May 17 2015 - 6:52pm -

  78. The Weekly Pitch: CCC, An Environmental Growth Stock

    Greetings. I will be starting a new blog on WSO where I will focus on putting together quality equity research pieces. My goal is to get practice at writing ER and to hopefully generate some investing discussion on the boards in the process. I'll be ...

    14 comments - 4 silver bananas - Jul 2 2013 - 6:57pm -

  79. What can I do to prepare for a career in Equity Research?

    I am an undergraduate Finance student who will graduate in May 2017 at a non-target school (University of Utah) with few ER analyst alumni outside of Goldman(where I do not want to work). I am looking to go into equity research and want some advise on wha ...

    11 comments - 0 silver bananas - Dec 8 2015 - 6:32pm -

  80. Weekend Wars: ER vs. PWM

    Equity Research (ER) and Private Wealth Management (PWM) two paths many a banking wannabe has taken on the road to Wall Street. Today, I'd like to address these two options as long term career choices. I remember reading posts on WSO years ago and kn ...

    18 comments - 0 silver bananas - Oct 24 2010 - 9:22pm -

  81. Where do you see the equity research industry going?

          Moderator Note (Andy): Best of WSO- this post originally went up January 2008 and we thought it deserved to go back on the homepage for those who may have never seen it. I was just talking with an II-ranked independent research analys ...

    20 comments - 0 silver bananas - Nov 16 2012 - 10:53am -

  82. Which MFs have great placements into HFs?

    Hey guys, I'm looking for advice on which mutual funds should I also be considering if I want to move to the buyside. My original goal was to put in ~2-years in SS ER and make a switch to the best HF I can sneak in too. Well my 2-year anniversary is ...

    22 comments - 0 silver bananas - Feb 1 2012 - 6:48pm -

  83. Equity Research: Tips For a New Hire- What makes a great associate?

    ER Professionals, I just recently landed an ER intern position with a solid MM bank. I'm a recent graduate (finance major) and CFA II candidate with no finance experience. I can't tell you how excited I am about the position. I'm ready to d ...

    15 comments - 0 silver bananas - Sep 23 2014 - 1:19am -

  84. Jefferies Equity Research

    I may have a phone interview coming up with them in the next few days. Any tips? I'm pretty sure that they're always been pretty well respected in research. Does anyone know if any stars have left? Also, I'm trying to get a list of their ra ...

    14 comments - 0 silver bananas - Feb 26 2017 - 10:03pm -

  85. GS Global Investment Research

    I've got an interview for a 2nd-year analyst position at Goldman Sachs GIR. Anyone have info on culture/environment/hours/prestige there? I know equity research isn't exactly GS 's bread and butter, but just wondering if anyone has some exp ...

    13 comments - 1 silver bananas - Mar 10 2017 - 5:51pm -

  86. People keep resigning?

          I've been working at a bank with a strong equity research platform (used to be strong) for almost a year now, but during my time here, many of the analysts resigned and moved onto other banks or industries. What I found really su ...

    10 comments - 0 silver bananas - Nov 12 2015 - 9:30pm -

  87. Final Round Help. I am almost an Associate straight out of undergrad!

    I am at a non-target school (Arizona State University) and have made it to the final round at Wells Fargo Securities for a position as an Equity Research Associate. Yes, an Associate straight out of undergrad, I actually do not even graduate until May. I ...

    26 comments - 0 silver bananas - Jan 27 2010 - 11:21am -

  88. why so little macro on the due diligence for equity research?

          the title is pretty straightforward. I am wondering why such little attention is devoted to the classic "bigger picture", aka macroeconomics on a regional / zone / global scale as opposed to the in depth diligence on all the ...

    10 comments - 0 silver bananas - Feb 8 2016 - 11:40am -

  89. What is a manageable amount of coverage for a research associate?

          How many stocks is reasonable for an ER associate to cover? I'm currently evaluating an opportunity where I will work for one senior analyst who covers around 16 stocks (large caps) and another analyst junior to him (sort of a VP ...

    17 comments - 0 silver bananas - Mar 26 2013 - 10:51pm -

  90. Operations to ER- Now what?

    Hi, Would appreciate your advice on the long-term career path...I apologize ahead of time for the number of questions and what I am sure will be a completely disorganized way of asking them. Quick background: Graduated from a state school in 2009, non-tar ...

    21 comments - 0 silver bananas - Jun 23 2011 - 2:03pm -

  91. How To Follow The Markets Like A Pro – For Free!

    So you are fascinated by the financial markets and maybe even interested in trading? Great, but access to information doesn't come cheap and can be a real differentiator. After all, how can you possibly get an edge on what is going on if you don' ...

    14 comments - 10 silver bananas - Jun 19 2012 - 1:22pm -

  92. Technology industry primer-> SB!

    Hi there, would someone of you be willing to pull me a recent technology industry primer / research report which includes all the big names in tech in the US? Basically a report that covers what is going on in tech right now / and the future and includes ...

    12 comments - 0 silver bananas - Mar 11 2015 - 5:13pm -

  93. Getting in to ER, harder/easier than getting into any other product group?

    I know I want to end up in IB without a single doubt. As of late, I've been liking the idea of ER more than M&A. I had my mind set on M&A, but I feel like I want that work/life balance that you just won't get with M&A. There seems to ...

    12 comments - 0 silver bananas - Mar 9 2015 - 2:13pm -

  94. Fidelity ER First Round Interview

          Junior from a non-target school and I'm having a phone interview with Fidelity ER SA next Monday. Does anyone have any advice? How's that different from a sell side ER interview? Any advice for the stock pitch? Thanks! Equit ...

    12 comments - 0 silver bananas - Feb 5 2015 - 4:05pm -

  95. Order of Positions on ER?

    What is the order of ER levels? I understand there are Associate, Junior, and Senior analysts, but I am confused whether Associate comes before Junior, or vice-versa. If I've just completed my undergrad, would I be seeking an Associate position, then ...

    10 comments - 0 silver bananas - Nov 22 2015 - 3:38pm -

  96. 5th Year Equity Research Associate

          Hi all, I've lurked the forums for some time and am just now starting to post. I've worked in Equity Research for about 5 years- 2 years at a BB and 3 years at MM. I'm starting to get the itch to move on to something el ...

    14 comments - 0 silver bananas - Mar 5 2014 - 10:45pm -

  97. Analysts...Help me figure this out

    Its evidently clear that famous large cap stocks (Apple, Google etc) have many analysts (on both sides) covering them and they also happen to have the most daily trade volume on average. All these companies started small and gradually grew, attracting mor ...

    7 comments - 1 silver bananas - Jan 7 2017 - 3:50pm -

  98. ER Iphone vs Blackberry

          Ok, I know this question pops up like every six months, but given how things change in the mobile phone space, I wanted to be up-to-date What do you think is the preferred phone for an Equity Research role- Iphone 4 or Blackberry (Tor ...

    20 comments - 0 silver bananas - Mar 14 2011 - 10:58am -

  99. Resume Help Please

          I'm looking to get into Private Wealth Management/ Equity Research. Any suggestions would be very appreciated. http://www.razume.com/documents/24837 Help resume Equity Research ...

    18 comments - 0 silver bananas - Mar 12 2012 - 3:02am -

  100. I Found a Niche and It's Not Prestegious

    I am a Seeking Alpha super star. My average article gets 17,000 page views and I get paid $170.00 for 2-3 pages of work. It is not uncommon for me to receive comments from 100+ people thanking me for my insight. If my main goal is to obtain a more legitim ...

    16 comments - 0 silver bananas - Mar 4 2013 - 8:45am -

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