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  2. Did any of you guys intern (as an undergrad) in equity research at a bulge-bracket firm (or any firm with an equity research internship program, actually)? What did you get to do during your internship? I ask because I'm an equity research intern rig ...

    14 comments6 May 2020 -

  3. 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 comments8 Jan 2016 -

  4. 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 comments24 Jun 2012 -

  5. 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 comments6 May 2020 -

  6. RBC equity research

    Equity Research

    I know the whole speal about how it matters what analyst you're working for, but if they're not ranked...how does RBC fare against other banks in ER? I know they're hiring a lot in IB. Equity Research RBC Salary Canada ...

    14 comments6 May 2020 -

  7. Hi, So I may have a potential decision to make between a job offer for a junior equity research position (generalist role, working for a "best ideas" team of analysts) at a top money manager in Boston, and an analyst position in the fund of fund ...

    14 comments6 May 2020 -

  8. 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 comments29 Jan 2013 -

  9. I Internship Equity Research ...

    20 comments11 Apr 2017 -

  10. 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 comments9 Jun 2011 -

  11. 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 ...

    15 comments17 Nov 2017 -

  12. Jefferies Equity Research

    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 comments26 Feb 2017 -

  13. I interviewed a well-known boutique equity research firm in New York 2 weeks ago. I was interviewed by research head and an research analyst. I think I did good on technical questions and introducing my qualifications. I completed their test, which is wri ...

    12 comments6 May 2020 -

  14. Modeling retailers?

    Equity Research

    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 comments9 Feb 2017 -

  15. Hi all, I want to to get some suggestions in terms of choosing between these 3 options, all at their New York offices. I am personally fine with doing any, however I want to know which one might be better in terms of its relative strength, and how probabl ...

    12 comments6 May 2020 -

  16. 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 comments21 Apr 2012 -

  17. Morningstar's reputation

    Equity Research

    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 comments21 Mar 2017 -

  18. 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 comments7 Mar 2016 -

  19. 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 comments20 Apr 2016 -

  20. Hi, ...

    18 comments21 Mar 2017 -

  21. Hi, I have a great question for experienced Equity Researchers... I live in Chicago, but I'm open for relocation. I am originally (B.Sc.) from molecular biology and genetics, I have done my M.Sc. in molecular genetics of human cancer, I have finished ...

    12 comments6 May 2020 -

  22. Hi, I am currently an undergrad at UC Berkeley. Do you guys know if there are more equity research opportunities in the east coast or the west coast? and how do I go about finding opportunities in the west coast? Thanks! Equity Research west coast Berkele ...

    9 comments6 May 2020 -

  23. AndyLouis's blog 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 [email protected] What is your job title? Senior Institutional ...

    13 comments9 Apr 2016 -

  24. Stock Idea: Dividends from Eminem

    Investing, Markets & Macroeconomics

    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 comments12 Oct 2017 -

  25. Equity Research vs big 4

    Equity Research

    Hello, I am currently a college student looking for ideas on where to start my career. I am an accounting major at a good business school and have a great GPA. I have been doing a lot of searching of what would be a good career path for me. I have been no ...

    18 comments3 Jul 2014 -

  26. Recently, I've been encountering numerous threads like this one, but, since my story and background are somewhat non-standard, I'm suspecting, that I might get different recommendations. My profile can be summed up as follows: * B.S. in Finance, ...

    12 comments6 May 2020 -

  27. 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 comments2 Jul 2013 -

  28. I skimmed an ER report from Bank of America today on Beyond Meat (BYND) and I saw that, whatever the assumptions regarding revenue, etc., in order to get a price target marginally above the (then) current market price, the analyst used a terminal growth o ...

    8 comments15 Aug 2019 -

  29. Evercore ISI

    Equity Research

    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 comments3 Oct 2017 -

  30. 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 comments19 Jun 2012 -

  31. 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 ...

    15 comments24 Oct 2010 -

  32. "Which associate career should I pursue: Private Equity or Hedge Fund?" Second-year investment banking analysts who are just entering the associate recruiting cycle consistently pose this question to me. Since I was in their shoes not so long ag ...

    17 comments19 Sep 2010 -

  33. Was wondering if anyone here works in equity research anywhere, how do you like it and what are the hours and pay like? Furthermore, is it possible to go from equity research to sales and trading? Was advised by someone prominent that one of the best thin ...

    15 comments29 Jan 2018 -

  34. 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 me to death, made the ...

    15 comments18 Jul 2015 -

  35. relevant internship for ER

    Equity Research

    Hey people, I am a sophomore majoring in Accounting and Finance, and hope to be able to enter ER in IBs or AM firms in Asia upon graduation next May. I currently have two internship offers, one at a boutique WM firm, and another at a big corporation doing ...

    11 comments6 May 2020 -

  36. 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-level guy) who cover ...

    17 comments26 Mar 2013 -

  37. I am an undergraduate with summer offers at Morgan Stanley equity research and Macquarie investment bank. I'm not sure which career path I want to pursue. Which option would do a better job of keeping my options open and putting me in a good place (b ...

    20 comments17 Mar 2010 -

  38. Resume Help Please

    Resume Advice

    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 comments12 Mar 2012 -

  39. I often hear that many PM started out in trading or research but most of the whales I know of were traders. Do you guys think that the "market knowledge" vs. fundamental knowledge learned early on produces more famous PMs or are there plenty of ...

    20 comments3 Dec 2009 -

  40. Hi I am a third year BBA (starting sept 2014) at a semi-target canadian university looking to secure an equiry research or investment banking summer job next year. Please critque on the formatting, job description and overall look of it and how it is. Sid ...

    10 comments6 May 2020 -

  41. Hey guys, As part of an interview process for a sell-side ER department I have been tasked with creating a one page earnings writeup with recommendation for the most recent quarter for an insurance company. Also, I need to create an earnings model forecas ...

    17 comments23 Jun 2012 -

  42. Equity Research ...

    14 comments25 May 2015 -

  43. Worth it or Not?

    Equity Research

    Hi everyone, I've recently been accepted as a junior transfer at Villanova. However, I'm really not sure if Villanova is worth it for going into equity research one day or just entering the financial industry in NYC. I know that Villanova is gre ...

    10 comments6 May 2020 -

  44. Just got a call from Robert Baird regarding a Research Analyst Position..HR scheduled a phone interview for next week saying I will be asked some pre-screening questions. What should I expect? Thanks for your time. Equity Research Salary ...

    18 comments1 Apr 2010 -

  45. Outsourcing Equity Research

    Equity Research

    I'd love to work in equity research, but as a Sophomore in college, how likely is it that equity research will still be around in the US 10 years from now? I honestly think there is a limit to how much can be outsourced, because analysts need to meet ...

    10 comments6 May 2020 -

  46. I want to break into either consulting or I-banking. Trying to decide which school is the best fit to break into consulting or I-Banking. Do most firms see PennLPS like Columbia? A lot of my friends from Columbia have broken into investment banking. Just ...

    11 comments7 Jul 2017 -

  47. I go to a complete non-target state school in California with no name recognition and no notable alumni (not accepted to UCLA or even UCSD). My GPA is mediocre (3.6) and we have no on-campus recruitment services for any finance positions. ...

    10 comments6 May 2020 -

  48. I have been trying to break into a ER role for a few months and I just took CFA level 3. Through a combo of headhunting, cold emails and HR harassing, I was able to land interviews at a few firms, including Goldman and Credit Suisse. After somewhat drawn ...

    16 comments3 Jun 2012 -

  49. Breaking In With a CFA

    Equity Research

    I just finished my freshman year at a total non-target with a 3.7 GPA and hope to transfer into Baruch for the spring semester of next year, which is a CFA partner school (not sure if that really means anything). From what I have been able to gather from ...

    10 comments6 May 2020 -

  50. Hi guys, if you were to pick between RBS and Sanford C Bernstein for Equity Research (same specialist sector), which would you pick? This is for an entry level Graduate Analyst role in London. ...

    10 comments6 May 2020 -

  51. Hi everyone, This is my first post here on WSO, although I've been lurking for about half a year. The advice given here is always helpful and has helped me gain a lot of insight. I'm currently studying MSc Finance at LSE and I come from a non tr ...

    10 comments6 May 2020 -

  52. IB at GHL vs ER at GS

    Investment Banking

    I want to do investment banking more but I know that GS is kind of a nice stamp for my resume...I'm currently being considered for GS but I have an offer for IB at a boutique. What should I consider before I decide? Goldman Sachs greenhill Equity Res ...

    9 comments6 May 2020 -

  53. 5th Year Equity Research Associate

    New User Introductions

    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 else, and thought this ...

    14 comments5 Mar 2014 -

  54. 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 increase compared to yea ...

    12 comments4 Feb 2016 -

  55. 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 comments10 Mar 2017 -

  56. I have a superday coming up for a 2018 equity research internship, and I'm currently preparing my stock pitch. For internship interviews, do they expect us to calculate and perform a valuation for the company we pitch? If so, what model is best (DCF, ...

    10 comments13 Aug 2017 -

  57. Hey Guys, So it looks like I will be starting an internship in ER in June. I have been told that it is technically a 3 month internship but it will probably turn into more like 5 or 6 months. The prospect of getting a full time position, at least with thi ...

    9 comments6 May 2020 -

  58. I am interviewing with MM equity research shops (think Blair, RBC, Jefferies, etc.) for a Research Associate position and I am curious if there is typically a signing bonus involved for this type of position. If so, what is a typical/average signing bonus ...

    8 comments6 May 2020 -

  59. Guys, This event is worth checking out- http://isv20101008.eventbrite.com/ The class will teach proven equity research techniques used by some of the largest hedge funds on Wall Street today. Deep forensic accounting to restate financial statements for fa ...

    15 comments19 Aug 2010 -

  60. So I hustled pretty hard the last few months and got an ER internship at a decently reputable boutique. However, the firm required that the internship be unpaid and that I receive academic credit. I'm going to be entering a msf program this fall so I ...

    9 comments6 May 2020 -

  61. Hi everyone Just wondering if anyone does Equity Research as a freelancer? Is there any scope for this? I am also wondering what research tools one could access as an individual, along the lines of Capital IQ or Factset, but ideally lower cost? I would li ...

    14 comments12 Mar 2012 -

  62. I'm a recent finance graduate from a "non-target" with a 4.0 GPA. I've had a WM internship at a BB in NYC and also worked part time at my school's endowment fund doing ER for the portfolio. I was the only person at the WM internsh ...

    6 comments6 May 2020 -

  63. Anyone have any information regarding analyst positions in equity research at Guggenheim? Exit opps, base/bonus, hours, culture in general? Would especially appreciate info on exit opps and comp. Equity Research exit opportunities Guggenheim Salary ...

    12 comments29 Aug 2014 -

  64. Overly cautious networking?

    Equity Research

    Hi guys Before I begin I'll give a brief background of myself; non target grad entering the second year of his role in Credit Risk MO at BB. I want to make the move to Equity Research and have been sourcing a contact list over the past couple months ...

    12 comments18 Aug 2014 -

  65. I have an interview with BMO Capital Markets for an equity research position. Has anyone here interviewed with them before and have any recommendations for the best way to prepare? What type of technical questions will I be asked? Any advice would be grea ...

    9 comments6 May 2020 -

  66. Hi, I'm 29 years old working at a tier 1 in New York in Operations. I'm seeking advice on how I should try to transition into working into the Finance department or financial department in another firm. I have a BS in Finance from a non-target, ...

    8 comments6 May 2020 -

  67. Hi all, I just did phone interviews with a few people in the equity research team at Leerink Partners. They said to conduct the next round by sending candidates materials to complete a writing sample in a few hours. Any idea what it might be? I have done ...

    10 comments10 Nov 2016 -

  68. People keep resigning?

    Equity Research

    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 surprising though is th ...

    10 comments12 Nov 2015 -

  69. Would your typical ER associate at a BB ever use technical analysis when analyzing a stock? Also, how much is one expected to know about options/derivatives? Equity Research technical analysis ...

    11 comments11 Jan 2018 -

  70. Whining

    Equity Research

    Just whining a bit. I applied to an ER associate position within my specialty and got feedback about a week later. They want my grades, GRE, and even SAT scores. I've been out of college ten years and have a PhD in the field they're looking for. ...

    14 comments21 Mar 2011 -

  71. Hey guys, sophomore undergrad interested in AM or ER for career. What certifications or exams are available to undergrads to bolster a resume? I already plan on taking CFA Level 1 but was wondering if someone could give the specs on FINRA series exams or ...

    14 comments2 Mar 2011 -

  72. Hey, I was wondering if banking, equity research, or trading is easier to break into (relatively speaking of course as they are all tough) from a non-target? I know all those industries are prestige whores, but is there one that is less whorish than the o ...

    14 comments6 Jan 2010 -

  73. 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 ER monkeys. As I' ...

    10 comments16 May 2016 -

  74. ER Second Round

    Equity Research

    Hello, I have done the first couple of screenings for an Associate position and gone through the modeling test. I'm scheduled to speak to a senior member of the firm, not on the coverage team. Any idea of what the questions might entail? Is it going ...

    11 comments15 Dec 2014 -

  75. 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 things relating to t ...

    10 comments8 Feb 2016 -

  76. Hi guys, I recently started my career in ER in a boutique and my boss said he has arranged a company visit to a "personal care and foods/drinks products company". He then asked me to prepare some SMART questions for the company to help us get a ...

    11 comments8 Nov 2016 -

  77. Hey all, Just discovered this site and am very happy I did! Anyway, I recently graduated from a t-25 public school with a liberal arts major. However, I have always wanted to break into the ER field but am finding it difficult with a non-finance backgroun ...

    13 comments8 Dec 2010 -

  78. Availability of Jobs

    Equity Research

    It seems as if many people try to strive to get into iBanking or sales and trading. Not many people I have met really strive to get a job in Equity Research. Does this open up more jobs / is it easier to get a job than in iBanking or S&T?? Thanks. Equ ...

    13 comments23 Nov 2010 -

  79. Order of Positions on ER?

    Equity Research

    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 comments22 Nov 2015 -

  80. I am in my 4th year of undergrad studying finance and accounting and have been very interested in investment analysis for years. From what I have experienced so far, my accounting classes have been much more helpful in learning how to better analyze poten ...

    12 comments16 Mar 2013 -

  81. Equtiy Research to MBA???

    Business School and GMAT

    Hey, Just hoping you fellow monkeys could help me out with a serious concern that's been bothering me. I recently received an offer for an Equity Research Associate position at a major bank but the reason why I haven't been able to take the offe ...

    12 comments8 Jun 2012 -

  82. Overvalued or Undervalued?

    Investment Banking

    EPS and other ratios just compare stock prices, I really don't understand why this is basis for an equity output. I'm looking at some reports and all they discuss is these ratios. I'm looking to go into this area, I'm a sophomore, but ...

    12 comments9 Mar 2012 -

  83. Anyone here a fan of Franz Kafka? He wrote a great story called "The Metamorphosis" and the story's main character, Gergor Samsa is in quite a pickle, work-wise, and fears for his livelihood: I will get dressed immediately, pack my samples, ...

    9 comments4 Sep 2013 -

  84. Tampa Bay Area ER

    Equity Research

    I am interested in ER in the Tampa/St. Petersburg area of Florida. I understand that rankings are inappropriate at the firm level for ER. Can anyone provide any insight on the analysts and industry coverage strength of Raymond James and Manning & Napi ...

    8 comments6 May 2020 -

  85. I am an MBA student interested in equity research and I wrote an article at seeking alpha for which I was hoping to get feedback from the pros here. I have had success getting couple of interviews for the associate position but have had hard luck cracking ...

    12 comments30 Jun 2011 -

  86. QUESTION: I am aware there are threads on this, but my post pertains to my personal situation. I am currently a first year associate analyst at a Rating Agency and I want to make my way to the buy side. I don't care too much for working at a hedge fu ...

    8 comments4 Sep 2017 -

  87. Associate in Buffalo?

    Equity Research

    Does anyone have any opinion about Research Associate position in a bulge bracket bank's sell side research group in Buffalo. I really like the analyst but Buffalo seemed not like an ideal position for equity research. Any thoughts from someone who h ...

    12 comments22 Jul 2010 -

  88. After working as an equity research associate for a couple of years, is it possible to exit into a corp development role at one of the companies in your coverage universe? Is it a viable exit strategy for someone in ER? exit opportunities Equity Research ...

    9 comments11 Sep 2016 -

  89. I'm a soon-to-be sophomore in college and have been reading a bunch of 10-Ks, 10-Qs, and ER reports. Now, I'd like to try to make my own (even though I know it won't be that good). I really want to try it though. Can anyone tell me how exac ...

    11 comments19 Jun 2012 -

  90. Finally got a job

    Equity Research

    Graduated in May '11....had an ER internship for a while and finally got a full-time offer on the sell-side..... My question to those working at big firms on the sell-side...what do I have to do to kill it at this job and continue to strengthen my ba ...

    11 comments7 May 2012 -

  91. I'm Looking at a company who uses the direct method to get to CFO. Cash Receipts from customers is $7bn but revenue as recorded on the IS is $6bn. Receivables only fell by c.200m so I'm not sure where the rest of this $800m is coming from. Any i ...

    10 comments16 Jun 2014 -

  92. Unfortunately It took me years to find out what i wanted to do with my career, but now that i know i worry it's too late to find a way to break into the industry. I'm 25 years old and just finishing my MBA. I currently am closing in on my second ...

    7 comments6 May 2020 -

  93. Assuming cost and time are not factors, would law school (from a good school) add value to the skill set of an equity researcher? Equity Research ...

    10 comments24 Feb 2014 -

  94. I made a forum about a week ago but didnt get a whole lot of responses on the actual content. Hoping someone can take some time and tear this apart. http://www.razume.com/documents/22357 resume Equity Research Review ...

    11 comments29 Sep 2011 -

  95. I am a sophomore at a very non target university, which of these offers will put me in the best position for a junior year internship in equity research:- very small M&A shop- PWM at one of the top bulge brackets thanks Investment Banking Equity Resea ...

    10 comments8 Apr 2016 -

  96. I'm pretty sure I know the answer already but I'm not familiar with the equity research world so I wanted to get opinions on this. Under the given circumstances, I was wondering which path would be best to ultimately become a buy side analyst. T ...

    11 comments20 May 2011 -

  97. First people in the office

    Equity Research

    Are ER analysts and associates always the firsts ones in the office every morning? If so, what time? It seems that they have to prep before briefing traders and obviously that has to be done well before market hours Equity Research ...

    11 comments15 Apr 2011 -

  98. Hi, I currently work as an equity research associate covering the consumer sector at a small firm, and have an offer for another ER Associate position at a bulge bracket, but covering the tech sector. I have been in my current role for 1.5yrs. Do you thin ...

    7 comments6 May 2020 -

  99. Hi, I work for a sell side research firm, does anyone know where one could find good sell side reports for free? (equity, HY, macro, commodities, anything that relates to investment analysis on certain security) Equity Research sell side ...

    10 comments10 Aug 2013 -

  100. Hi, I have a year of investment banking experience, but have decided equity research is a better fit for me, and is what I am pursuing. I arranged an interview with the asset management division of a BB. My question is this- how does research work on the ...

    11 comments6 Nov 2011 -

  101. Wondering if I could get some color on JPM Equity Research, under Asset Management in the Investment Management arm. Locations/prestige/hours/pay/work/exit ops Thanks jpm Morgan Equity Research Salary ...

    11 comments5 Jul 2010 -