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Job offer decision
I received an exploding ER offer as a first year at a reputable MM bank. I'm also in the early stage of interviewing with a large AM shop (think the likes of Fidelity ) for a research position. Need to give a yes/no to the ER offer soon. Should I take the ER offer or shoot for the AM job? I'd like...
Q&A: 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 intended to pursue a career in medicine, so I...
Advice on back-of-envelope analysis of companies
How do buy-side analysts go about making back-of-envelope valuation on companies? What are the important metrics to consider? I'd appreciate any insights/contributions. I have a buy-side interview coming up and will be given 1.5 hours to analyze a company from only the info to be given on the day...
Compensation range for ER?
I've worked in ER at a MM bank for ~2 years and I was wondering what "average" compensation would be at a BB or another bank. I'm currently making ~$75K in salary. Is that comparable to other firms and what's the typical trajectory? Thanks for your help!
Why is ER starting salary less than Private Banking, although it seems that ER gives better Exit Opps?
Hi guys, Two of my friends accepted SA positions with Fidelity ER and JP Morgan PB , therefore they know now that they starting analyst salary would be 38.5k pounds for Fidelity and 50k for JP ( the salary just got increased from 45k to 50k). So I am a bit confused, how can there be such a...
TAG rep?
Hey guys, Wondering if anyone had an opinion on TAG (telsey advisory group)?? I've heard mixed reviews so just wondering if anyone else had any experience. Thanks
How technical should I go?
I have an interview coming up for an ER spot at a MM IB . Wondering if I should focus on just basic technical questions and focus more on behavioral/pitch. I have limited time and this is my first interview so would really love any insight.
evaluating Management
just curious, which criterias are generally used to evaluate management? and by that I mean, how do you understand if they know what they are doing or they have no clue. in fact, how can you get to assess, by talking to the actual people, whether they are proficient at...
ER vs Corporate Development
My background: 28 , single, living in Dallas, master degree in engineering, 4 years working experience in consulting, CFA I have two options: 1) ER associate in a mm bank (NYC, 100k Base, 15% bonus target) 2) strategic planning in a large public company in Dallas (100k base, 15% bonus target)
Better for a Resume: Portfolio Management or Equity Research
So I'm involved with a student org that has some changes going on. Generally, we do our own equity research and invest on a fundamental basis. We have a chance to really step up our risk and portfolio management game but only a few people would have really hands on access to making decisions....
Interview on Friday on impromptu basis or wait until next week?
I have an in-office interview for ER . This should be the final step in the process. I have the option to interview this upcoming Friday and the Managing Director will set aside some time to meet with me briefly. However, I would only have 1 day to prep due to my other time commitments. Or I have...
Morgan Stanley ER 1st Round - Writing and Modeling Test
Hi Everyone, I've applied to an equity research associate position at Morgan Stanley and as part of the initial screening, I was told that I need to complete a writing and modeling exercise. Does anyone know what this entails? Sorry if this is a stupid question, but I have no clue what this is...
MLV & Co Equity Research
Hey Guys, There are a few recent posts asking for color on MLV & Co, but with virtually no responses. Can anyone speak to the shop's reputation, culture, comp, exit opportunities, etc. I curious about the bank as a whole, but if anyone has any insight to offer on their equity research practice...
Access to Management
Hi WSO , I saw wondering if anyone has any tips for getting access to management. I am an undergrad student who learns extensively outside of class and I create all my own valuation models and publish research which I often pitch to contacts in the industry to get feedback. I was thinking of...
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S&P 500 Prices 5 minutes after Open for last 12 months
Is there any place where I can download the prices for S&P 500 between 9:30 and 9:35 AM for the last 12 months or at least the price at 9:35 AM or the peak price between 9:30 and 9:35? Everywhere I look, I only get the open and close prices.
Webinar Rewind - Equity Research Interview Tips + Q&A
In case you missed our recent webinar on Equity Research Interview Tips , have no fear. The full recording of the webinar can be found below (free until 2pm ET Tuesday when it goes into our video library ). SIGN UP FOR A 1-HOUR MENTOR SESSION WITH MARK Click here if you want a copy of the ppt...
Most and least modeling-intensive sectors
Are certain sectors or teams in ER generally more "model-heavy" than others? For example, is it fair to say you will spend a lot more hours opining over a DCF in pharma than, say, consumer goods teams? Any information would be appreciated. As someone looking to enter the field, I absolutely love...
What to do from here
I'm at a bit of a crossroads in my life right now and need help making my decision. I graduated from a state school with a degree in finance with a 3.2 GPA. Have been working at a well known MM in their FX department for a year and a half now. I started in the back office and moved into a middle...
Do I need to build my own model for the first round intervew?
Going to have a phone interview with an MD in Raymond James . I know stock pitch is a big part, but not sure if I should build my own model now to support my pitch...maybe its to late...PLEASE ADVISE! Thanks!
Strategy and Analytics background looking to break into finance
Hi everyone, I have a very different background. I was pre-med in college so I am a biology major with a minor in business administration and public health. I decided medicine is not what I wanted to do so I decided to go into the corporate world. Honestly, I was so naive in college. I didn't know...
Equity Research - Should you change the sector you cover if you get an offer from a BB?
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 think it is advisable to change sectors from...
MBA Research Associate- Buy or Sell Side?
As an MBA without previous ER experience, would it be better to shoot for a position on the sell side or buy side, in terms of salary progression and work/life. I'd like to see my career progress towards a PM role. I'd particularly like to hear from post MBA associates without previous ER...
Equity Research Bonus Schedule
I know bonuses are paid at varying times depending on the bank, but what I'm gathering is that a fair amount of people in ER will get their bonus in February. Does anyone know which firms pay when? Trying to get a list together since I've been told most openings come up after people jump to BS after...
How do I use multiples for stock pitches?
Hello everyone, I will have my final round SA interview ( ER ) this week, and currently prepare for stock pitches. One thing I wanna ask to you guys is about expected EPS and EBITDA . As far as I know, if you use PE or EV / EBITDA for stock valuation, you would have to know expected EPS and EBITDA...
Boutique IB vs. BB ER
What summer internship would set me up better for FT BB IB recruiting?
Does a Director of research also have a coverage universe?
Do they also do stuff that normal analysts do or are they more in a supervision management role? The reason I ask is I will be emailing an alum but would prefer not to bother him when the earnings season starts. I cant email him this week since he is Out of Office till like end of Jan.
Semi-conductors/memory industry
Hi, I am looking for initiation/analyst reports on the semiconductors industry specifically the memory industry to get an idea of the valuation process. I am really interested in this sector of this industry so even if someone has some general insight into the current state of the industry that...
Student Equity Management
I am a member of a student equity investment group for my college. We have a concentrated equity portfolio valued at just over $3 million. Essentially the group, which has about 30 members conducts our own equity research (complete with both industry specific and idiosyncratic thesis catalysts and...
Office environment of SS ER division?
Do most work in a cubicle, and do you get your own cube or do you share? How close do sit next to your analyst? What % of your time at work do you work independently?
That Awful Moment When You Realize...
You'll be facetiming it up from 2pm-8pm. What do y'all do to combat the agony of facetime and make yourself look productive?
Wisdom of the Masses, Can Professional Stock Analysts be Crowded Out?
Summary In light of StockView’s April 1 release of their new crowdsourced equity research platform, dubbed “Research Room,” I wanted to write a brief piece about the notion of crowdsourcing stock portfolios as made popular by Seeking Alpha, StockViews, TradeStream, kaChing (the Facebook...
How do I find a BB's Coverage Universe (the companies each team covers)?
I am trying to find all the companies a bank's Internet/Software Equity Research team covers. Is there any easy way to do this if I don't have access to ER ? I don't think the websites of the banks gives this information.
Urgent request: Can anyone point me to a good cover letter sample for ER?
I need to write a good cover letter and I am hoping to find a template that I can customize. I've never had an ER interview so I'm clueless on how to go about getting an interview for it and I have a good opportunity to submit a cover letter directly to someone. Any help would be greatly...
ER Second Round
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 to be more of a fit interview or pretty technical?
ER report for Ship lessor/operator
Hi, I am trying to value a ship leasing company and was wondering if anyone here has access to MS Research or has past experience valuing ship lessors (owner/operators). I am trying to do a DCF but not sure how to take out the MLP's share of EBITDA /profits and how to value IDRs. So if you have any...
Looking for Morgan Stanley Research
Hi, I am looking for a MS Research report from an analyst working there. I was wondering if there is anyone who has access and is willing to trade anything in return. Thanks
Who is still Recruiting for FT 2015?
Hi everyone,
Oppenheimer Equity Research
What is everyone's opinion on Oppenheimer Equity Research
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 it has changed?
You don't know what you don't know
Since queueing up a handful of meetings, coffee chats, and quasi-interviews, I've begun to think a lot more about markets/sectors/industries that I wish I knew more about—if anything, just for fun and for the sake of engaging conversation with colleagues or in interviews.
ER Self requesting a model submission
I've been on this forum quite a loooong time. I just never post anything. I'm mostly on CFA forums. However, I recently got a call from a MD for a ER position. He said he will be away the coming weeks and will reconnect in January. But Im afraid he will forget me by then. I have been on some...
ER Self-initiating model submission
I've been on this forum quite a loooong time. I just never post anything. I'm mostly on CFA forums. However, I recently got a call from a MD for a ER position. He said he will be away the coming weeks and will reconnect in January. But Im afraid he will forget me by then. I have been on some...
Question about boutique IBs and ER
Forming "Deep-Dive" Research Ideas
Hey all -- The title says it all. My analyst has been ranked #1 in his/her sector for a few years and due to a multitude of reasons, has recently dropped to a runner up. My goal is to do whatever I can to get him back up to the #1/#2 level and the only thing I can control is creating value-additive...
What are yalls thoughts?
An interesting opportunity came up for me: Got an offer at a boutique investment bank doing ER , only con would be that I would have to graduate now (3.5 years) but I would get to start in February. I come from a semi-target school - in terms of recruiting timelines would I have a chance next...
Interview for long only fund - prepare a short?
I know the standard advice is to prepare one long and one short for an ER interview but what if it's a long only fund? What about two long ideas where I describe in detail why I would not invest in their competitors to show I can assess the negatives in a business?
Where to Intern Sophomore Summer in AM/ER?
Hey guys, I am very interested in making it to AM as an associate and I was wondering what the best options to intern summer after sophomore year? I'm studying Finance & Accounting at a non-target school and I'm willing to intern in any area in or outside New York or Boston. Any tips on how/when to...
Credit Analyst at Community Bank to Equity Research?
Hey everyone- I have done some reading over the past couple months regarding a change in careers. I would really appreciate feedback as I have been really thinking about starting the process of trying to break into ER . My history- I have worked at a Commercial bank for 6 months as a credit analyst....
ER Interview - Help a brah out, brahs.
Hello Gents, I've been lurking around these for some years now, but it was not until earlier today I decided to create an account. Brah is here to ask for your guidance/help. Little about myself... Junior in top 30 Unis, Ukrainian, OK grades. Previous experiences include PWM and Market Risk. Just...
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