Displaying 101 of 733 results

  1. Search Results

  2. 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 -

  3. 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 -

  4. While I have always enjoyed researching the markets and have been a professional researcher for a while now (albeit in a different industry), I have been thinking for a long time about taking the leap and changing careers to Equity Research. I am finally ...

    6 comments17 Aug 2019 -

  5. Purely hypothetical at this point. Here's my situation: I'm currently working full time at a glorified back office job that offers little room for growth and certainly not a path to get me to where I ultimately want to be (that would be buy side ...

    10 comments15 Feb 2013 -

  6. Compensation range for ER?

    Equity Research

    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 trajector ...

    9 comments11 Apr 2015 -

  7. IBD BB DCM or ER Boutique

    Investment Banking

    I have 3 offers on the table.- Investment Banking, Bulge Bracket (Toronto)- Debt Capital Markets, IB hours, ~110kUSDall-in 1st year Equity Research, Boutique (New York)- Biotechnology, 60-70 hours a week, ~70-80k USD all-in 1st year My long term goal is m ...

    7 comments6 May 2020 -

  8. 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? Equity Research facetime ...

    9 comments14 Jan 2015 -

  9. Interesting ER Article

    Equity Research

    http://www.bloomberg.com/news/2012-07-12/ JPMorgan-is-no-1-stock-picker-as-investors-rate-brokers.html "One growing and unheralded role analysts play is in connecting their buy-side clients to managers of the companies they cover through meetings, co ...

    10 comments20 Jul 2012 -

  10. What kind of questions do should you ask yourself in order to discover an industry that in, say, inefficient, or growing (to find an industry in which buying out/starting a business would be a good idea)? Thanks for helpful answers! Investment Banking pri ...

    10 comments20 Jun 2012 -

  11. Need advide to swith to ER

    Equity Research

    I graduated from MBA last year, before and after MBA, I worked both at Industrial companies. Engineering before MBA, business role after MBA. I am now considering to switch to equity research, but hardly have any finance related experience. If I am to app ...

    10 comments15 Jan 2012 -

  12. 9-5 exit options

    Other Industries

    Hi, I am going to be a senior in college and trying to find career options. I know a lot of people on this forum are super ambitious about their career and dont mind working 60-80 hour weeks throughout their entire career in order to make a ridiculous amo ...

    9 comments8 Jul 2014 -

  13. Equity Research Headhunters

    Equity Research

    Can anyone recommend good headhunters that specialize in sell-side research positions? Specifically for research associate positions in NYC. Equity Research headhunter United States- Northeast ...

    7 comments6 May 2020 -

  14. I am recent graduate from a target school looking to break into the financial service industry. During college I majored in Neuroscience while take a few basic accounting, finance and econ classes. At first I thought I would follow the medicine path but h ...

    7 comments6 May 2020 -

  15. Hi All, I recently took a job in ER and have a question regarding the legality of using work from my analyst's past firm. My analyst uses models/reports from his last firm to do work at our current firm. He is a new analyst and came to my current fir ...

    9 comments20 Mar 2014 -

  16. ER vs. Risk Mgmt

    Equity Research

    Long term goal is to be in HF, perhaps portfolio mgmt. or PE Short term goal is to be in IBD. Currently a junior going for a summer intern position. Recruiting season is coming to a close for me. I am at target Ivy (harvard/Wharton, one of those two) What ...

    10 comments5 Mar 2011 -

  17. I have full time offers from Credit Suisse and UBS with the option to express a preference regarding which team I join- which sector coverage, or strategy team. In being allocated a desk I obviously want to maximize potential for promotion, exit ops, and ...

    7 comments6 May 2020 -

  18. For example, at GS there is Global Investment Research (equity research....?) and within AM there is the "fundamental equity team" that "conducts original, bottom-up research across a broad range of capitalizations and styles, spanning glob ...

    10 comments28 Jan 2011 -

  19. First of all, please pardon my ignorance. In the Spring of 2010 I graduated from a top-50 private Southern school with an undergraduate major in Finance and a Masters in Accounting (joint program). Why Masters in Accounting? Good question. I spent much of ...

    7 comments6 May 2020 -

  20. Posting from a new account for anonymity.. I'm a year and a half out of college at a mid-sized firm in equity research and I've found out through very reliable (confidential) sources that I'm about to get the ax in the next week or two depe ...

    8 comments9 Mar 2016 -

  21. MM IBD vs. Equity Research

    Investment Banking

    I recently received a couple of offers for analyst positions with MM firms (William Blair, Jefferies, etc.) as well as some for equity research positions (Fidelity), and am having a difficult time weighing the pros and cons of each because in some ways th ...

    10 comments9 Nov 2010 -

  22. Interviewing with several firms and am trying to think through which I want to do most. which would you choose: Citi IBD MS equity research MS IBD DB IBD Here's how I see it: MS IBD > everything MS ER > Citi IBD DB IBD > Citi IBD MS ER vs. D ...

    9 comments24 Apr 2016 -

  23. Can anyone please expand on the exit opportunities for ER covering REITS? I have several questions: 1) Is ER competitive / desired experience in the RE industry? 2) Is transitioning to REIB, REPE, or corp equity research possible from RE research? 3) Does ...

    8 comments18 Jun 2017 -

  24. I'm a senior graduating in May 2010. I'm looking to enter into IB / ER and would greatly appreciate any critique on my resume. I am trying to combine my finance skills with my engineering background. I have meet with some IBs in Chicago and have ...

    7 comments6 May 2020 -

  25. Or in general? i'm looking for an entry level job on the equity research side. i've e-mailed some companies my resume through their websites, but where else can i look? they say networking is the best bet, but that isnt really going to work for ...

    7 comments6 May 2020 -

  26. What should a 1st year associate right out of undergrad be expected to know coming in? As far as financial statement analysis, valuations, Excel, etc. How long is the grace period/learning curve for someone with no experience? ...

    10 comments13 Oct 2009 -

  27. 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, ...

    8 comments28 Apr 2014 -

  28. If you had 2 offers: 1) Equity Research Associate- Sell Side- at Susquehanna International Group (SIG) or 2) M&A Advisory Due Diligence Senior at Deloitte (not the corporate finance group) Which one would you take and why? Equity Research due diligenc ...

    7 comments31 Jan 2018 -

  29. I am starting at a 200B+ AUM long only firm as a buy side equity research analyst out of undergrad. Should I be looking into a CFA or focusing more on recruiting? I'm thinking about possibly joining a L/S (due to background) or event driven fund. Wha ...

    8 comments31 Aug 2015 -

  30. For all current summer interns or junior associates, I am curious to know a rough breakout of your typical day. I have seen some "day in the life" posts from higher up analysts, but nothing for junior associates or summer interns. I'm inter ...

    8 comments9 Aug 2015 -

  31. Earnings call questions

    Equity Research

    Been listening to quite a few earnings calls as of late, is there a requirement for analysts to ask questions? Equity Research ...

    8 comments23 Jun 2015 -

  32. Hey guys, So first of all, I have searched WSO and google, and could not find good answers to these questions, so I am looking for further input. I am currently a sophomore, and this summer I will be doing 2 part time internships (BB PWM and a boutique in ...

    9 comments13 May 2012 -

  33. 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 comments8 Jan 2017 -

  34. ER Job Accepted, Thanks WSO!

    WSO Success Stories

    I just wanted to post a thank you to all for how much I've learned just from reading this site. Today, I accepted a job offer with an independent equity research shop covering companies that I'm truly interested in. ...

    9 comments6 May 2011 -

  35. Boutique / Research Shops

    Equity Research

    What is the general opinion of boutique research shops vs. BB EQ shops? Didn't have much luck with the big banks on EQ Research, and I'm wondering how a place like TAG is viewed by the industry? Any help would be greatly appreciated. Thanks, mr_ ...

    9 comments28 Feb 2011 -

  36. I have a question. My b-school does not have OCR:(I am taking an internship this summer at a BB in Hong Kong. I am trying to get into Equity Research either buy side or sell side for a full time position. I have no relavent professional experience. I am v ...

    9 comments23 Jan 2011 -

  37. Where do the banks seat special situation analysts, cross capital structure, or other non-industry specific analysts? MS S&T has a special situation desk; is this standard or do some banks place in EQ research? I'd like to do special situation or ...

    9 comments18 Jan 2011 -

  38. First time poster here and I owe WSO a huge thanks. I finally landed a front office equity research position. It would not have been possible without all the advice I read on this forum (big shout out to M&I as well). I came from a non target state sc ...

    8 comments24 Apr 2016 -

  39. For people fresh out of college who get hired by bulge banks, how many days of the year are spent on the road? What would be the purpose of the travel mostly? Equity Research travel Salary ...

    8 comments11 Apr 2014 -

  40. 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] ...

    7 comments1 Mar 2013 -

  41. No, this is not a topic on various sadistic inclinations that some fellow finance professionals might have. I simply wanted to learn what is your "favorite" piece of analysis when looking at a company's equity (or any other part of the capi ...

    7 comments24 Aug 2015 -

  42. Work for a firm with no access to any (quality, i.e. Morgan, et al) equity research reports. Need an ER report on a major publicly-traded company. Someone with access want to help me out? Please PM me. If such items are billed on a per-report basis, pleas ...

    8 comments20 Apr 2016 -

  43. Bloomberg has some insane capabilities, not all of which are widely known. Maybe that's just because I'm new into my buy-side role (Fixed Income). My favorite function: "SPLC"...shows you a company's entire supply chain (vendors / ...

    5 comments11 Jul 2019 -

  44. Hi All, currently looking into a role as an Equity Research Associate at Bloomberg Intelligence.-Is the experience comparable to typical sell side research associate? i.e. industry research, modelling, meeting with management teams etc.-Has anyone actuall ...

    6 comments24 May 2018 -

  45. Best EQR at UBS

    Sales and Trading

    Equity Research Salary ...

    8 comments14 Apr 2015 -

  46. Hey guys, I'm trying to get into equity research and heard from an exec that one of the best ways to do this is to take and pass the CFA tests. I'm about to sign up for the CFA level 1 and I would like to buy some study materials. In comparing, ...

    7 comments22 Nov 2015 -

  47. I notice I see a lot of threads on wanting to know how to write ER report or what sectors/industries to cover but what I want to know is how the WSO community generate investment ideas? What sources such as websites and publications do people use to gener ...

    8 comments22 Jun 2012 -

  48. A lot of people have (correctly) criticized ER analysts for producing unoriginal research, and not catching companies before they fail. These analysts are not dumb people. They are probably as smart as buy side analysts- they went to the same schools and ...

    6 comments6 May 2020 -

  49. Monkeys, I would really appreciate your help in this matter. So I have to write a 5-6 page long report on a Chinese stock that trades on a U.S. exchange (ADR). I was told that it shoud contain an investment thesis, executive summary, couple of reasons why ...

    6 comments6 May 2020 -

  50. So, my question is regarding equity research. My background is a mathematics one, from a semi target in the UK. I have managed to get into credit risk at one of the top BB banks (think JP, GS, MS) and am wondering what the best thing is to do to break in ...

    8 comments31 Jul 2012 -

  51. Is it appropriate to include Precedent Transaction Analysis in a comprehensive equity research report? When is it appropriate to perform such an analysis? Equity Research trading comps ...

    8 comments17 Jul 2012 -

  52. ER Outside of NY?

    Equity Research

    Is there any chance of gaining valuable ER experience without moving to New York (i.e. living in a metro area like Philadelphia)? DO BB satellite offices typically do ER (I'm guessing not....)? Equity Research New York United States- Northeast ...

    6 comments6 May 2020 -

  53. First thoughts on this decision? I guess ER would be better for HF exit ops in the long term while IBD is more suited for PE? Would the J P Morgan name help over UBS regardless of what I wanted to do afterwards? UBS IBD Equity Research Salary ...

    8 comments16 Mar 2012 -

  54. MS ER should I even bother?

    Equity Research

    Is it too late to apply to Morgan Stanley ER? Junior associate to be exact not a summer analyst role. I noticed on their website the application is still open but I've been reading around the forum and people already had their super days and are just ...

    8 comments28 Feb 2012 -

  55. I'm trying to find a list of ALL M&A deals in a certain sector for the past 2 years. Is there any place where this might be available? Also If there is data on who else was bidding that would be great. Appreciate the help. Investment Banking M&am ...

    8 comments2 Feb 2012 -

  56. Just passed the CFA Level III this year. Graduated undergrad in 2009 so looking for an analyst role or higher. Currently working at Google, so not trying to move down in pay with the transition either. Most of my networking from undergrad is in NYC and wo ...

    6 comments6 May 2020 -

  57. Can anyone give me a range? BB Equity Research Salary RA Singapore ...

    6 comments6 May 2020 -

  58. Just a quick background- did ibanking as an analyst, did a stint for a year in equity research as an associate before my boss left for a different path and and I just recently joined a new team at a different bank (been there 2 months and been kicking ass ...

    8 comments10 Aug 2011 -

  59. I'll be an SA at a BB this coming summer and have to pref different industry teams to determine where I'll be placed. One industry that I really want to cover only has a 2 person team, and covers between 22 and 25 stocks. Is that a warning sign? ...

    7 comments5 May 2015 -

  60. I got a job!

    Equity Research

    It took long enough but I got a job as a biotech associate at a reputable firm. So far I love it. I wanted to share my perspectives on the process but the board is dominated by undergrads looking for BB opportunities and people who don't even come cl ...

    8 comments15 May 2011 -

  61. Hey guys, I am gonna start my ER program with a buyside firm in Boston this summer as I graduate in May. To be honest with you, I've been slacking and all I can think of right now is Spring Break and graduation. But I guess it's also about time ...

    6 comments6 May 2020 -

  62. 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 ...

    7 comments29 Apr 2015 -

  63. 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 so ...

    7 comments25 Mar 2015 -

  64. Is it possible to do s&t or equity research at a BB in NYC and live on Long Island? s&t Equity Research long island United States- Northeast ...

    6 comments6 May 2020 -

  65. ER 2010 Market Salary

    Equity Research

    Hi everyone! Searching for some answers advice ASAP as need to make decision on recent exploding offer. Can someone tell me what is typical market for 2nd yr ER analyst? 3rd yr ER analyst? And, if you are brining previous experience (outside of particular ...

    8 comments26 Jul 2010 -

  66. Received summer internship offer from BoAML Equity Research and PIMCO product analyst, both at London. Any thoughts on which one is better? Like return rate, salary and career path? Bank of America Merrill Lynch Pacific Investment Management Company PIMCO ...

    5 comments6 May 2020 -

  67. On the buy side what mutual funds and on the sell side ER divisions are the most focused on "Buffet Style" in their research (e.g. reading annual reports rather than quantitative [esp. Modern Portfolio Theory based] modeling)? Additionally, do y ...

    8 comments28 May 2010 -

  68. I am a rising sophomore at a semi-target/target school. Unfortunately, I do not have an internship this summer. So, in an attempt to use my spare time wisely, I've been reading tons of stock trading books, and I've developed a strong interest in ...

    6 comments20 Jun 2017 -

  69. The Equity Research version of Liar's Poker. Highly Recommend. Cityboy: Beer and Loathing in the Square Mile by Geraint Anderson Equity Research Salary ...

    8 comments3 Jul 2011 -

  70. Hello all, I'm a senior at a target school in NYC with a summer of internship experience at a quant shop. I'm looking to transition toward equity research or perhaps PE. I've produced a write-up on Axon Enterprise (AAXN). As I'm planni ...

    5 comments6 May 2020 -

  71. I consider myself fairly "tech savvy," but for the life of me I can't figure this out... Is there any way to print a 10-k (or q, for that matter) such that it "fits-to-page" on an 8.5x11? I read a lot of financial reports and ever ...

    6 comments31 Mar 2017 -

  72. Hi all! I am new to WSO. I am a non-eu economics undergraduate. I am planning to do masters in finance just after my graduation also I'll be sitting for CFA level 1 in my final year(Dec, '18). Investment management graduate jobs are not much the ...

    5 comments6 May 2020 -

  73. Ok so here goes: Graduated from a School Banks Target (non-Ivy) 2 years ago but did not get a banking offer. Instead, ended up at as an analyst a small hedge fund making squat for money but getting way more experience (cross-sector) than I think I'd ...

    7 comments19 Apr 2016 -

  74. Looking to break into Equity Research. Fresh out of college, no ER experience. What is the general consensus regarding an ER role here? I am a little nervous because of its reputation for financial advisors, however the work I would be doing seems to be r ...

    4 comments9 Mar 2020 -

  75. Hello WSO, I'm starting a summer internship at GS within the research division shortly. I was wondering if anyone had experiences to share? Specifically, how long it took to receive a follow-up offer. Thanks! Equity Research Salary ...

    7 comments14 May 2015 -

  76. Hello Monkeys, I recently received an offer for a boutique IB on the business valuation side. The role includes utilizing DCF and multiples models for fairness opinions, employee stock option plans (ESOP) valuation, purchase price allocation, and goodwill ...

    6 comments4 Dec 2016 -

  77. I'm a sell-side analyst at a solid mid-market shop. I've been in my current senior analyst role for a relatively short time (<5 years) and wanted to share some thoughts over the next few months for those interested in ER. One of the most impo ...

    7 comments28 Mar 2014 -

  78. So I was just extended my first job offer since graduating. It's a long term temp position in the FX Operations department. I'll be working in the account management area. Nothing to glamorous, but I am indeed happy to be employed and at least i ...

    7 comments9 Jun 2013 -

  79. I'm currently working as a pricing strategy analyst in tech industry in SF and I'm looking to move to equity research. After a lot of networking for the past 6 months, I've been so far offered a job in a small boutique in Minneapolis but st ...

    5 comments6 May 2020 -

  80. Hey guys, having some trouble with a model. This is just for practice; I'm modeling The Cooper Companies. In their 2015 10k, they mention they have "890.8 million available from Revolving Credit Agreement". Is this supposed to be their revo ...

    6 comments4 Aug 2016 -

  81. ER excel model

    Equity Research

    Does anyone have an ER excel model that they would be so kind as to let me look at? Thanks Equity Research ...

    7 comments12 Jul 2014 -

  82. Sorry if I sound a touch incoherent- bad fever right now. For all my studying, the question that really scares me is "tell me where you think the market is going?" My honest answer is "please, I'm interviewing to be an analyst. Anythin ...

    7 comments10 Oct 2012 -

  83. DCM vs. Equity Research

    Investment Banking

    Hey Everyone, which division would you prefer, and why? I see limited exit opportunities at (investment grade) DCM, but job stability as some institutions are always issuing bonds (banks, governments). ER seems much harder to break in, but offers more exi ...

    7 comments4 Sep 2012 -

  84. The Financial Investigator

    Equity Research

    http://www.thefinancialinvestigator.com/?page_id=9 http://www.thefinancialinvestigator.com/ Anyone ever check this site out? It's pretty bad-ass. Reminded me of Muddy Waters. Haven't read through the entire thing, but it seemed really interestin ...

    7 comments15 Aug 2012 -

  85. Buy-side research note

    Equity Research

    Hi guys/gals, I am currently working on the sell side in credit and looking to make the move to buy-side equity research post CFA. I plan on using the usual channels to find jobs but was also thinking of sending out my own equity research reports on the s ...

    7 comments19 Jul 2012 -

  86. Studying a company

    Equity Research

    After reading an article about a company, or studying their earnings, what questions should I ask myself about the company? Investment Banking Equity Research Company ...

    7 comments23 Jun 2012 -

  87. I would really appreciate it if someone could send me with a generic MLP model or lead me to one online... I am exploring ideas of how to model MLPs, specifically the oil/gas pipeline MLPs, and could use some guidance if anyone is willing to help me out. ...

    7 comments7 Dec 2012 -

  88. 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 ...

    6 comments29 Jul 2017 -

  89. I have recently landed an internship for the summer analyst program at Societe Generale CIB in the accounting and finance department. I understand that this is not front office, but its the best thing I could get this summer and I'm pretty happy with ...

    7 comments18 May 2012 -

  90. What would be better experience for someone who wants to pursue a career in Equity Research and make for a more competitive applicant come recruiting time? Assume both are boutique firms that are only regionally known. Equity Research ...

    7 comments1 Mar 2012 -

  91. WSO- Help me get an offer

    Equity Research

    I've been tasked to research a certain company "deeply" that basically rides on getting a FT offer. I've gathered basic fundamental information, some SWOT analysis, I'm looking for any other information that I should have, as well ...

    7 comments12 Nov 2011 -

  92. Two Offers- Which one to take?

    Job Search Advice

    Two equity research sales roles: Offer 1: Sales Asst. +Decent Pay, well-regarded firm-very administrative-at least 1 year in the role before advancement Offer 2: Acct. Exec + more salesy, not admin. (calling clients all day)- 2/3 the pay of offer 1- lesse ...

    7 comments19 Oct 2011 -

  93. The title says it all- I met a contact and he could get me into equity research or trading (market making), both for BB 's. It has always been my dream to trade on the buy-side for a living so either one of these could be a good start. I feel that my ...

    7 comments29 Jun 2012 -

  94. BAML Research Analysts?

    Equity Research

    Maybe I'm just typing in the wrong google keywords or my eyes are totally missing the link for this...but where can I get a list of all the current research analysts at BAML, their bios, and their industry group? Can't seem to find it. Equity Re ...

    7 comments29 May 2011 -

  95. Hi everyone, Since working for this small-cap equity research shop, I've been fascinated with thrift/community banks, particularly ones that have gone through conversions. The value proposition behind them seems so obvious (many trade below tangible ...

    6 comments23 Dec 2015 -

  96. boutique is bribing ME!?

    Equity Research

    So last night I got a weird message on linkedin from a director of who asked me to potentially join his firm. I've never met him, don't know him at all. I just added him because he is an alum at my school. I updated my resume on linkedin last ni ...

    7 comments5 May 2011 -

  97. Hey guys, I got an Excel + writing test with Finalta coming up in 2 days, what to expect? What're the question types: for example, do I need to do the ppt based on the Excel (e.g. find a problem & answer 1 question), or it's just sending bac ...

    5 comments6 May 2020 -

  98. My background:-undergrad going into my senior year at a top Canadian business school (think Ivey, Queen's)-fairly average GPA-interested in investing, although deal teams are good too Basic situation: This summer I'm working at a multinational i ...

    5 comments6 May 2020 -

  99. financial modeling project

    Investment Banking

    I have a relatively small project that I need some help with and I was hoping regulars here could recommend a way to find an analyst (be they unemployed or just looking to make a couple extra bucks) to help me out, but not sure where to actually find some ...

    6 comments17 Jun 2015 -

  100. Hi: I have been working as an ER Associate for about one year now. I hate to say it, but I really don't enjoy working with my analyst who has made my life miserable for the past 12 months. There are quite a few other ER Associate openings in my city ...

    6 comments11 Jun 2015 -

  101. 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 ...

    6 comments2 Dec 2014 -