Equity Research

  1. Search Results

  2. 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 ...

    42 comments - 16 silver bananas - Mar 27 2018 - 5:29pm -

  3. Equity Research sell side: how do you think the buyside should do better to interact with you?

    going to be starting in equity research at a mutual fund. i'll be be covering companies and so wanted to ask the wso community (specifically those working on the sell side) what are the characteristics of buyside analysts that you like to work the mo ...

    20 comments - 3 silver bananas - Nov 8 2018 - 11:00am -

  4. Choosing Between Buy Side vs Sell Side in Equity Research?

    So I want to do equity research. I know that there is sell-side and buy-side and, so far, I have a few distinctive arguments for both (see below). What I would really appreciate to find out is your views in terms of the experience quality that both offer. ...

    35 comments - 3 silver bananas - Apr 13 2018 - 5:27am -

  5. Interview for Evercore S&T ER Sales Summer analyst 2018 Please Help

    I just got a interview for Evercore ISI equity research sales, can someone shed some light on it. What should I expect at the interview? Equity Research Equity Sales sales and trade s&t Evercore ...

    79 comments - 5 silver bananas - Sep 20 2017 - 12:24pm -

  6. Doctor thinking of exit opportunities

    Dear all, I am new to this community but not new to contemplating my exit from clinical medicine. I have been weighing pursing consulting or equity research in biotech/pharma/healthcare. I crave learning about innovative solutions in healthcare and medici ...

    44 comments - 3 silver bananas - Oct 31 2017 - 9:02am -

  7. College Dropout but Family Office Analyst- some advice?

    .................................................................................................... Family office College dropout ib non target SA Equity Research off cycle internship ...

    35 comments - 4 silver bananas - Apr 10 2018 - 5:35am -

  8. 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 ...

    66 comments - 7 silver bananas - Feb 26 2017 - 9:00pm -

  9. Overview of the Equity research Industry

    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 ...

    120 comments - 98 silver bananas - May 18 2018 - 8:15am -

  10. Equity Research Interview questions

    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 give a ...

    163 comments - 0 silver bananas - Jan 29 2018 - 1:45pm -

  11. Should I Read Academic Research On Finance?

    This week, a prominent American Economist famed for his work in Behavioral Finance, Richard Thaler, took home the Nobel prize in Economic Sciences. As I found myself reading these headlines in the news I found some pride in being able to say I was already ...

    32 comments - 1 silver bananas - Jan 9 2018 - 2:25am -

  12. AMA: Sell-Side Equity Research today

    I'm an MD in equity research with 15+ years experience. I've worked at bulge brackets, mid-sized firms and regional firms. Ask any questions on life as a an analyst today vs. several years ago including pre- settlement and bulge bracket vs small ...

    29 comments - 8 silver bananas - Jan 1 2018 - 12:39am -

  13. If you could cover any sector, what would it be and why?

    If you could start over and cover any sector from the start which would it be and why? Is there a reasonable argument that any one sector particularly positions you well for eventual generalist investment positions? Bonus: where do you see consumer discre ...

    18 comments - 3 silver bananas - Jul 14 2018 - 2:11am -

  14. 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 ...

    145 comments - 247 silver bananas - Sep 19 2016 - 6:38pm -

  15. Need Equity Research Report Sample

    Hey all, I was talking to a equity researcher sell side(C.L King and Associate). He suggested that the best way to impress ER analyst is to build a pitchbook/ Equity research report and present it along with cover letter. I would appreciate if if somebody ...

    56 comments - 1 silver bananas - Apr 3 2018 - 12:43pm -

  16. The right time to lateral?

    BACKGROUND: I have been at a Credit Rating Agency (Moody's, S&P, Fitch, etc.) for four months. I started straight out of undergrad as an Associate Analyst (comparable to an analyst in IB or associate in ER). I graduated from a small non-target wi ...

    24 comments - 3 silver bananas - Feb 27 2018 - 7:27am -

  17. 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 hours got to me (both at ...

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

  18. 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 think I've hit the p ...

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

  19. 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 - 11 silver bananas - Dec 3 2012 - 8:05am -

  20. 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 / BONUS / LOCATION (ex: NY ...

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

  21. 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 sell side (or buy side ...

    93 comments - 17 silver bananas - Jul 13 2014 - 8:00am -

  22. 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 -

  23. 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)- ...

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

  24. 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' ...

    144 comments - 2 silver bananas - Nov 8 2016 - 3:50pm -

  25. 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 ...

    112 comments - 1 silver bananas - Feb 1 2017 - 1:34pm -

  26. 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 ...

    113 comments - 2 silver bananas - Mar 6 2017 - 12:45pm -

  27. 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 ...

    153 comments - 18 silver bananas - Aug 27 2012 - 5:45am -

  28. 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 - 5 silver bananas - Apr 18 2012 - 8:27am -

  29. 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 ...

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

  30. 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 ...

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

  31. 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. ...

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

  32. 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 ...

    59 comments - 5 silver bananas - Apr 12 2015 - 10:28pm -

  33. Finding ER job as an undergraduate?

    Hi, I am an undergrad senior looking for fulltime I am greatly interested in equity research and I have realized that I have two very big problems. One I am an undergrad student and two, I am not fabulous, which makes it worse. What I realized is that it ...

    37 comments - 0 silver bananas - Feb 23 2018 - 1:25pm -

  34. 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 ...

    52 comments - 0 silver bananas - Nov 7 2017 - 8:09pm -

  35. 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 ...

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

  36. 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 - 12 silver bananas - Aug 18 2016 - 1:19pm -

  37. 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 ...

    36 comments - 0 silver bananas - Aug 3 2017 - 4:05pm -

  38. Best ER firm?

    thoughts? Equity Research ...

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

  39. 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 ...

    26 comments - 1 silver bananas - Feb 9 2017 - 3:33pm -

  40. Writing an Equity Research Report

    I am currently a Global Business/Finance major at a non-target with a 3.7 GPA. I am looking to break into equity research by obtaining an internship next summer (I tried for this summer but did not have luck). I have very little relevant experience and I ...

    41 comments - 0 silver bananas - Aug 3 2015 - 11:54am -

  41. 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 ...

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

  42. Equity Research training courses?

    Could anybody recommend me some equity research training courses? Thank you in advance:)! ER training Courses WSP Equity Research course ...

    20 comments - 0 silver bananas - Jun 13 2017 - 8:23am -

  43. 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 5 years or so? Is th ...

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

  44. 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 -

  45. Boutique IB vs. BB ER

    What summer internship would set me up better for FT BB IB recruiting? Investment Banking Equity Research 2015 FT Recruiting ...

    46 comments - 0 silver bananas - Jan 20 2015 - 3:57am -

  46. Investment Banking to Equity Research

    Has anyone on here made the move from investment banking to equity research, specifically within BB? Why did you make the move and was it the right move? What was the process like? Equity Research ...

    32 comments - 0 silver bananas - Jan 14 2016 - 5:36pm -

  47. 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 3,000 positions in 201 ...

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

  48. 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 -

  49. 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 ...

    62 comments - 1 silver bananas - Jan 3 2012 - 3:20pm -

  50. 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 -

  51. 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 -

  52. Small Boutique IB or BB Wealth Management

    Hi Guys, So I'm caught in a bit of a dilemma. I am coming from a non-target school, graduating in a couple of weeks with Finance degree, 1st gen college student. Didn't do BB summer internship, but I went overseas and worked at a 2B+ hedgefund a ...

    19 comments - 1 silver bananas - May 13 2017 - 2:10pm -

  53. 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 talking disparagingly abou ...

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

  54. Trading Multiples

    I was wondering why it is BETTER for a company's multiple such as EV / EBITDA to become lower as time goes on? How does this show good value per say? Isn't this a skewed thing to say because a company can also grow its enterprise value at the sa ...

    31 comments - 0 silver bananas - Sep 26 2015 - 10:12pm -

  55. 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 for Gross Profit as ...

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

  56. 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 17 2016 - 1:01am -

  57. Goldman Sachs Global Investment Research Interview

    Hi all, I have an interview with GS global investment research group this week. I'm interviewing for their portfolio and strategy team. Any advice on how to prepare. I figured we will probably cover current economic conditions, trends, stock pitch, f ...

    25 comments - 0 silver bananas - Apr 25 2018 - 8:23pm -

  58. 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 ...

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

  59. 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 ...

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

  60. Eminem's Rap on Trump: Good or Bad?

    Last week I wrote a post which mentioned the potential to buy equity in Eminem's music catalog from 1999-2013. Since writing that post, Eminem went on the BET Cypher and lashed out at Trump with his freestyle called, " The Storm ". In light ...

    15 comments - 2 silver bananas - Oct 12 2017 - 12:50pm -

  61. 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 -

  62. Fork In the Road: Finance or Startup

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

    25 comments - 1 silver bananas - Apr 3 2017 - 8:14am -

  63. Asset Management vs. Equity Research

    If the ultimate goal is to be a PM, which path should one take when starting right out of undergrad? Post MBA? What are the differences in their career progression? And how do the tasks differ as an entry level employee? MBA Equity Research portfolio mana ...

    24 comments - 0 silver bananas - Jan 22 2018 - 7:00pm -

  64. 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 - 2 silver bananas - Oct 18 2010 - 5:45pm -

  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 [email protected] ...

    17 comments - 3 silver bananas - Nov 28 2017 - 4:33pm -

  66. 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 -

  67. 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 - 12 silver bananas - Aug 21 2012 - 4:57am -

  68. 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 -

  69. 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. Thanks! compensation Fide ...

    55 comments - 1 silver bananas - Mar 2 2011 - 11:23am -

  70. Equity Research Sales at BB

    Hi all, Just want quick clarification on what the role in the title does day to day. From my understanding they express the firm's views and ideas (from research) to PM's and other people on the buy side with the view to make them trade through ...

    24 comments - 1 silver bananas - Jul 31 2017 - 9:03pm -

  71. JMP Securities culture/reputation?

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

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

  72. 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 -

  73. 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 analyst. She was really sur ...

    31 comments - 1 silver bananas - Mar 14 2014 - 11:33pm -

  74. 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 ...

    29 comments - 0 silver bananas - Mar 25 2012 - 11:41am -

  75. Key Banc Investment Banking & Equity Research

    Thoughts on this place? Any prestige? Is a job her a career limiting move unless? Investment Banking Equity Research Key Banc ...

    25 comments - 1 silver bananas - Apr 3 2017 - 8:13am -

  76. Equity Research Intern Interview on Monday...

    What should I expect? It's a boutique shop in the southern region, and I'm curious what questions to expect. Detailed Balance sheet, income statement analysis? Anybody would be greatly appreciated. It would be a great first step for me and I ...

    22 comments - 0 silver bananas - Nov 28 2017 - 4:34pm -

  77. Equity Research or Asset Management (Investment Management)

    From what I understand, both roles can end up doing similar types of work when you first start. I was wondering which career is 'better', ER or Investment Management. In terms of salary, I believe they start off equal at a BB. How does the salar ...

    26 comments - 0 silver bananas - Sep 29 2015 - 11:40am -

  78. Equity Research (Retail)--> Venture Capital

    Hey all-- This site has led me along my path since coming out of college, and for that I am extremely grateful. I never had much direction coming out of school (non-target), but knew I liked the markets and knew that I wanted to make money, so with a lot ...

    19 comments - 1 silver bananas - Jan 8 2016 - 3:26pm -

  79. 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 ...

    23 comments - 1 silver bananas - Feb 21 2017 - 11:12am -

  80. 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 -

  81. 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 - 39 silver bananas - Apr 18 2012 - 8:54pm -

  82. 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 - 1 silver bananas - Sep 27 2011 - 11:22pm -

  83. Stock Idea: Dividends from Eminem

    Ever thought about owning Media Royalties as an asset class in your portfolio? What would that even look like? One example, is profiting off every time The Real Slim Shady is streamed in Spotify, Pandora, or Youtube. According to Royalty Flow, which recen ...

    11 comments - 4 silver bananas - Oct 12 2017 - 3:19pm -

  84. 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 -

  85. Fixed Income vs Equity Research Analyst Career

    I'm an engineer pursuing an MBA at a top US university and have also completed CFA Level 3. I'm looking to break into investment management and trying to decide between Fixed Income (FI) and Equity research. Although this is not still set in sto ...

    14 comments - 1 silver bananas - Nov 17 2017 - 10:57am -

  86. When to follow up after interview??

    I Internship Equity Research ...

    20 comments - 0 silver bananas - Apr 11 2017 - 7:58pm -

  87. 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 -

  88. Two Great SA Offers- Need Help Choosing (IB vs ER)

    Hey all, Just finished going through the SA recruitment cycle, and having worked my ass off, I feel very fortunate to come away with two offers for the summer- one at Moelis NY, and one for ER at a top BB (think JPM /BarCap/BAML) also in NY. I am really t ...

    33 comments - 0 silver bananas - Feb 17 2011 - 11:17pm -

  89. 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 -

  90. 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 -

  91. 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 ...

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

  92. 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 -

  93. 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 ...

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

  94. 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 ...

    13 comments - 0 silver bananas - Feb 23 2018 - 1:25pm -

  95. Morningstar's reputation

    What is their reputation in the industry? Their culture is top notch and fairly easygoing, but are their analysts any good and do any good buy side guys subscribe to their reports. Who are their main clients? Also how does their pay look for entry level a ...

    18 comments - 0 silver bananas - Mar 21 2017 - 8:37pm -

  96. Question- What kind of company should I write equity research report on?

    What kind of company should one write an equity research report on? Like what reasons should someone have for writing a report on Company XYZ? I'm trying to decide what to write an initiation report on. Could someone help? I was thinking Caribou, but ...

    19 comments - 0 silver bananas - Mar 7 2016 - 4:07am -

  97. 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 the factset software ...

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

  98. Does ER Have Corporate Finance Exit Opps?

    Hi, ...

    18 comments - 0 silver bananas - Mar 21 2017 - 8:36pm -

  99. Evercore ISI

    ISI Group is officially and fully under the Evercore umbrella and it seems the traditional Evercore email format doesn't work if you're attempting to reach someone in the Equity Research division. Does anyone know the new convention if in fact i ...

    14 comments - 0 silver bananas - Oct 3 2017 - 12:28pm -

  100. 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 -

  101. Best route to buy-side ER (non-MBA)

    I had posted a question few weeks ago on this forum asking how hard it would be for me to break into this field and got the reply that it wouldn't be easy at all. lol. I've been in touch whatever few contacts I have working in IB and wall street ...

    23 comments - 1 silver bananas - Apr 21 2012 - 2:39pm -

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