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Middle market equity research exit opportunities
What would the exit opportunities look like for a second year analyst working at a middle market equity research firm in the midwest (Baird/William Blair)? Would obtaining a CFA designation help improve these exit opportunities.
IR to ER
Hi all, I am currently 4 years into IR (2 years full-time post-undergrad) for a small-cap firm and am considering a transition to ER. Curious to hear y’all’s thoughts on how I can make such a transition, I.e. are there any specific ways I should tailor my resume to speak on how IR has prepared...
Financial Modeling - Case Study
For those who have had a financial case study as part of your interview process, what did you do to prepare? Especially when it comes to updating a model. Any advice? This is for equity research btw.
Does It Make Sense To Get A MBA While In Equity Research?
Does it make sense to get an MBA while being in Equity Research? Why would you? What are the benefits and exit ops? A little background to the question. Your boy balled out in college, graduated in 4 years with a triple major, Finance, Business Analytics, and MIS, and has a high GPA. I was maybe...
When interviewing for ER roles in Europe, do I have to prepare pitches on EU stocks?
Hi! I'm in a unique, not-great position; after a master's at a non-target, I managed to get an equity research job at a very small hedge fund (
Breaking into Financial Research post Academia
I could use some insight into "breaking into" finance jobs utilizing my academic and consulting background. I have multiple advanced degrees; field experience in international locations; I've worked in global markets and on sovereign wealth funds; have served as strategic advisor to IB and PE firms...
WHICH EQUITY RESEARCH SECTOR IS BEST?
Hi, I am still a bit far out from applying to ER associate positions, but I would like to know which opportunities are good and which aren't. I've seen many posts that says you want a good bank, analyst, and a sector with good deal flow, so which sectors and banks are the best in terms of getting...
Breaking into Finance with Accounting Degree
My stats: -I have an accounting degree from non-target. -I have a computer science minor -I have a 3.9 GPA -I am eligible to start the CPA program -I have a model that makes annually 16% and 12% DD since 1988 (stats can be adjusted with leverage) same volatility as S&P 500. I think the best part is...
ER Interview?
I recently got an interview for a first year ER associate for diversified financials. The interviewer said that it would be a mix of technical and behavioral questions, and I also know that they do ask for a stock pitch. I was just wondering if anyone has any tips or advice? It would also be great...
Long only buyside interview help (Full-Time)
Hi WSO. I have an interview for a full-time ER analyst role with a long only firm coming up. The interview is set in person and will last for 8 hours, the PM told me that it will be a company analysis. Has anyone gone through a similar process? I would like to hear your thoughts on what to expect as...
Global List of Sell-side Equity Research Shops
Given the music chair in sell-side research has begun after bonus season for most shops, I have put together a comprehensive list of sell-side equity research shops so everyone can know whom to network with to source job openings now or in the future....
Non-finance major from non-target trying to break into ER
Hello...I study kinesiology (exercise science) at a great school, but non-target, in the United States. Midway through my college career, I fell in love with investing and realized my major was a massive waste of money. I've always had a love for research and problem-solving and wanted a career that...
FT ER Recruiting
Hi everyone, when does FT recruiting start? I am currently a junior, but am graduating next semester. When is a good time to start applying or think about applying? Do December 2021 graduates fall within the Spring 2022 graduate cycle? Also, do referrals really matter when applying from a...
Wedbush Internships and Exit Opportunities
Can someone provide insights on Wedbush Securities (LA)? Specifically their ER dept? What % of summer interns get full-time offers at Wedbush? And what do the exit opportunities look like? Can you transfer into IB later? Can you get into ER at some other top firm (JP, Goldman, etc)? How does the...
Equity Research SA 2022
Haven't seen a thread yet for ER SA 2022. So far I have seen Baird, Lazard, JPM. Got a hirevue for Baird and phone interview, what else is everyone seeing/hearing?
Value track
Value Track is an independent financial analysis and corporate finance firm with solid technical and professional skills gained over years of activity in the financial market
Getting into Equity Research
Dear all, Does anyone know best ways to find job opportunities as an Equity Research? I have finished some courses related with tasks and skills for this kind of position but I do not have any experience yet and do not really know best ways to apply for them. Regards, G.
Equity Research Recruiting 2016
Does anyone know what the timeline for ER recruiting is for rising seniors? How do your expectations vary (By BB , BB v. EB , etc)?
From semiconductors to Equity Research
Hi all, I´m currently working as an engineering Team Leader in a capital equipment semiconductor company and I have a promising future (or at least, my boss is promissing it to me). In spite of my daily work is closer to the development of our machines than to the market, I´m fully involved with...
Cold email to partially bypass HR screen?
My story is somewhat unique, in that I have a finance degree, but work for a railroad. I've been working on the railroad (all the live long day) for all 6 years of my career and have come to understand many of the aspects of how a railroad is run, it's challenges, and revenue mix. I've worked in...
what makes a good equity research resume?
I never had any success getting equity research interviews. I don't know why that is. My background might be too technical and quant, and not more business/finance. Can someone provide some bullet points that make a good ER resume that will lead to an interview? Thanks.
PM me if you are interested in an Associate role
West Coast boutique. Well respected in industry.
Transition from State Pension Fund to Private Sector ER or Portfolio Manager
Is it hard to transition from one of the major state pension funds to ER or portfolio management in the private sector? To which area of the private sector, e.g. MF , HF , IB , ect., is the transition easiest?
BB Equity Research Interviews, CFA, Series 7 and 63
Hi guys, For Equity Research Associate positions at BB (think MS, JPM , UBS ) that require something like 1-3 years of financial services experience, how are the interviews structured? Is there just one round of interview with 2-3 people in the team and they extend you offers or can there be several...
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