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  2. Hi all, I have a quick (and hopefully not too stupid question): A lot of times in articles, it'll have a part similar to the excerpt below: "Goldman Sachs analyst Matthew Fassler said in a note to clients that signs of strength in core Borders s ...

    5 comments6 May 2020 -

  3. ER firms in Charlotte

    Equity Research

    I work in institutional S&T right now, but I don't love it. I'd prefer to get into ER for a variety of reasons. I'm a young guy and have been in this position for 18 months, but sales just isn't for me. I'd rather be the idea ...

    5 comments6 May 2020 -

  4. I am looking for a temporary research intern needed to some field work on a small cap company based in the Rocky Mountain region. This is a paid assignment and PM me if you are interested. hedge fund Internship Equity Research Salary- United States- West ...

    5 comments6 May 2020 -

  5. Ok, unfortunately I am an idiot and am still looking for an internship for this summer. Things are looking just a bit grim but I have a big spring break week planned, during which I have set up/am setting up some informational interviews with professional ...

    5 comments6 May 2020 -

  6. Sophomore CC go crazy

    Resume Advice

    Im a Sophomore at a CC right now and posted in another post about how I have guaranteed admission to UC San Diego and am thinking of indicating that on my resume, but am aiming for UC Berk, Columbia, or Claremont Mckenna. My end goal is BB Equity Research ...

    5 comments6 May 2020 -

  7. If I work as an ER associate at a BB in LA vs NY, do I have the same exit opps, comp, etc..? Equity Research United States- Northeast United States- West ...

    5 comments6 May 2020 -

  8. Hey, please don't shit on me for posting a Canada thread. So I'm graduating this semester from a US college (complete non-target) and trying to cast an extremely wide net as far as employment goes. I'm finishing up my citizenship app (mom i ...

    5 comments6 May 2020 -

  9. This is my first time having a resume reviewed on WSO so all input would be greatly appreciated. I am currently completing my third year of an co-op undergraduate program at a school in Canada. Looking to break into finance- I have had two internships so ...

    5 comments6 May 2020 -

  10. Equity Resarch Report Help!

    Equity Research

    Hi guys, Can anyone tell me where I can find free equity research on ebay? or maybe send me some reports (with the financials) if you have access to good source? Thanks in advance for your help! Equity Research ...

    6 comments21 Mar 2014 -

  11. I was wondering what the exit ops would be from UBS Equity Research group. From what I've seen, UBS ER (NYC) is ranked 4 in the US by Institutional Investor, and the bank's Equities (which is S&T and Research) division has a very strong repu ...

    5 comments6 May 2020 -

  12. Hi I am a junior interested in S&T, Research or Consulting. I know, broad, but I can see myself in each of them. My top choice is definitely S&T though. It would be great if you guys could review the resume. http://www.razume.com/documents/12666 S ...

    5 comments6 May 2020 -

  13. Hi everyone. I'll try to keep this short and to the point. I recently graduated from the University of Michigan with a degree in Economics. 3.3 GPA, decent clubs/activities, pretty weak/no relevant work experience. After reading up on various fields ...

    5 comments6 May 2020 -

  14. Analyst Reseach Reports

    Equity Research

    Hi Everyone, I have an interview coming up in 2 weeks with a equity research shop and they asked me to prepare a quick research report on Radio One (ROIA). Does someone have access to 4 or 5 of from different shops and send me over a bunch? It would be mu ...

    6 comments10 Jul 2012 -

  15. I'm sure it's different at different firms. But let's say you start directly out of undergrad, how long does it usually take before your job becomes more about bringing in/retaining clients than researching companies? I'm just a lowly ...

    5 comments21 Mar 2016 -

  16. Well, folks. I've got an interview set up with an equity research group at a CS / UBS / DB type of firm. I'm supposed to take a "Quantitative Reasoning" test as part of the interview process. Doesn't particularly sound worrisome, ...

    6 comments2 May 2012 -

  17. I am trying to learn more about ER from this forum, so please laugh at it if my questions are too basic... Is equity research a job after or pre MBA? Or it is like consulting that has different salary level for undergrad school and grad school? I saw some ...

    6 comments21 Feb 2012 -

  18. ER Noob

    Equity Research

    Hey everyone... Anyone have ER advice for a complete noob... Basically, I have no background in ER....happened to get a spot at a small firm doing ER unpaid...I have to pitch a new stock weekly... What should I read up on...what should I be reading daily. ...

    6 comments22 Jan 2012 -

  19. Hi guys, I'm making this post in hopes to get professionals such as yourselves to help students like myself to better prepare for technical tests in interviews for entry-level jobs and internships- because I just screwed mine up. I'm a third-yea ...

    4 comments6 May 2020 -

  20. Deciding between job offers

    Equity Research

    Hey guys, Need a little help here. So after landing a gig doing corp fin at moodys and BR advisory at Deloitte. Which one would you take with the consideration that I would like to go into ER or S &T prob and so on... And also taking into consideratio ...

    6 comments30 Nov 2011 -

  21. I'm looking for a little guidance on how I should view a sell side analyst position. I currently work in business development (report directly to ceo) for a tech startup that had a successful IPO within the last 2 years and have been there for 3 year ...

    6 comments6 Nov 2011 -

  22. Entry level advice

    Equity Research

    deleted Equity Research ...

    6 comments14 Jun 2011 -

  23. Hey guys like my subject said I am new on this and was wondering which way is best to become a PM Asset Management, equity research or something else?? I feel like equity research seems interesting? Also what is the path like and time frame? Thanks all!!! ...

    6 comments16 May 2011 -

  24. Hi all-- I've had a couple of informal interviews and a formal interview in equity research in healthcare. I know the space well but lack financial modeling expertise. I know this is a basic question, but I couldn't find something with the searc ...

    6 comments29 Apr 2011 -

  25. Economic Research?

    Equity Research

    i am interested in graduate positions in macro-economic research with a bank. are ER graduate positions the right way to go for me? I am not much of a financial modeler, therefore would not want to work in comp coverage. do i still need to freshen up on v ...

    6 comments29 Sep 2010 -

  26. I am debating whether to get an MSF Degree or gain work experience as a (corporate) financial analyst at a Fortune 500 Company. Which one is the better for someone planning to get a job as an equity research analyst or portfolio manager at a bulge bracket ...

    6 comments26 May 2010 -

  27. How well does Fidelity Equity Research place into med/large hedge funds (500M-5B)? Is 2 year Fidelity-> H/W/S/M B school-> Hedge Fund typical? hedge funds Fidelity Equity Research Salary ...

    6 comments11 Apr 2010 -

  28. I'm in my mid-30s with a non-linear career path and lack pedigree. At 18, I made the uninformed choice to attend a state university close to home having not yet realized my passions. Following graduation, I was a loan officer, analyst at a strategy c ...

    5 comments29 May 2016 -

  29. Title says it all. Any constructive criticism/helpful advice would be much appreciated! Thanks in advance for your time! http://www.razume.com/documents/13119 Investment Banking IB resume intern Equity Research ...

    6 comments29 Dec 2009 -

  30. Do I need MBA for ER?

    Investment Banking

    yay or nay MBA ER Equity Research ...

    6 comments4 Dec 2009 -

  31. Anybody willing to help?

    Equity Research

    Hi Monkeys, Need some help. Currently doing a project for my school and would like to have a equity research report for Darden Restaurants, ticker DRI. If anybody can help please let me know. Thanks in advance, Equity Research ...

    5 comments21 Mar 2016 -

  32. Hi everyone, I have an upcoming two hour modeling/writing test for an ER associate role at bank. I have been mostly preparing for it using the guides available online (BIWS and the youtube videos on financial modeling), but was wondering if anyone could o ...

    4 comments17 Jan 2019 -

  33. Research Internship Advice

    Equity Research

    I received a general Research offer a few weeks ago (will figure out if it is for equity or credit when the internship begins along with the sector...), but I was wondering of some of the responsibilities of interns in Research. I've heard a lot of a ...

    5 comments10 Jan 2016 -

  34. Hi, I'm currently a senior in college and had some questions about Asset Management. It seems that many buy-side equity research roles are similar to the sell-side in that you continue to cover a universe of stocks in your industry. However, it also ...

    5 comments5 Dec 2015 -

  35. Hi guys I've been shadowing WSO for a long time and this is my first post. Really amazed with the insights available on this forum. I'm a junior who just got notification of advancement to Fidelity's P Test, for the Summer Equity Research I ...

    5 comments2 Dec 2015 -

  36. Hi fellow WSO users, I am a rising senior as the title states. I've only recently woken up and realized that I want to pursue IB some day. My resume of course, kind of sucks and I lack any good record and experiences, because I didn't put enough ...

    5 comments24 Aug 2015 -

  37. Hi, I've worked as an analyst for the endowments and foundations group at a MM bank for close to four years. Most of my work experience involves fund manager due diligence, portfolio construction and optimization, asset class research / recommendatio ...

    5 comments29 Jul 2015 -

  38. Guidepoint Global

    Equity Research

    Has anyone heard of this company / have any information regarding working here i.e. Salary, Benefits, Exit Ops, etc? Equity Research Salary ...

    5 comments31 Jul 2017 -

  39. 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 stup ...

    5 comments2 Mar 2015 -

  40. 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! Equity Research ...

    5 comments31 Jan 2015 -

  41. 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? Equity Research ...

    5 comments13 Jan 2015 -

  42. MSF schools

    Business School and GMAT

    Hi, I've graduated with a bachelor's degree from a non- target finance program; after working for a few years in different finance jobs, I've decided to get a MSF and re-brand myself. I have a 3.1 GPA with average gmat scores. I chose MSF o ...

    4 comments6 May 2020 -

  43. I'm a rising senior at a non-target who recently decided not to be pre-med anymore, so I'm looking at my options in finance- I apologize in advance if what I'm asking is silly, and please correct me if I have this all wrong. From what I und ...

    4 comments20 Jul 2018 -

  44. Most of the threads on this are several years old. https://www.wallstreetoasis.com/forums/sanford-ber... https://www.wallstreetoasis.com/forums/sanford-ber... With AllianceBernstein moving their official headquarters to Nashville (research is still in NYC ...

    3 comments13 May 2020 - Intern in ER

  45. I'm currently a student in college and am extremely interested in equity research, but also have a fondness for value investing. I've read and continue to read many books on the subject. For most Equity Research positions on the buy-side, would ...

    5 comments13 Jun 2014 -

  46. Let's pretend the year is 2006 and you've just been hired as an SS ER guy in the real estate team. You, being a rationale and astute investor, feel that real estate stocks are severely overvalued and positioned to lose up to 50% in the next 2 or ...

    5 comments24 Apr 2014 -

  47. ER internship Help

    Equity Research

    Hey guys I am Junior at a non-target school close to NYC. The previous semester I chose to switch my major to finance. I have a 3.00 GPA and no prior internship experience. In doing research on various career options I came across ER. I enjoy learning wha ...

    4 comments6 May 2020 -

  48. anyone knows what are the exit opportunities for research analyst who are working in real estate firm such as jones lang lasalle and knight frank? Equity Research exit opp Real Estate Epiphany ...

    5 comments7 Aug 2014 -

  49. Where to find WACC?

    Investment Banking

    Don't have access to Bloomberg or any other paid subscription services, so was wondering if anyone knows any free sites where you can find public companies WACC? Wikiwealth does it, but their method of calculation doesnt seem the most accurate. M& ...

    5 comments15 Apr 2013 -

  50. Say you cover Microsoft and your fundamental analysis gives a TP of $XX. But with general capital rotation into equities you are now within a few % of that TP, without any material change or catalyst to MSFT itself to justify the stock price appreciation. ...

    5 comments18 Mar 2013 -

  51. Hello all, Sorry if this is a question that has been asked many times before, if so please fire away trolls. Is it possible to move from a strategy consulting firm (e.g. Roland Berger, L.E.K., Booz) to equity research in a major bank? After 2+ years in co ...

    4 comments6 May 2020 -

  52. Assessment Center Feedback

    Job Search Advice

    Hi all, I had an assessment center last week for Morgan Stanley in London in Equity Research. I think I nailed it but I didn't get any reply yet (they said it would take up to 2 weeks) and my colleague neither (who is even a stronger candidate). Howe ...

    4 comments6 May 2020 -

  53. By chance, does anyone have a pdf ofthis book? if so, please pm me Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts James J. Valentine (Author) Equity Research ...

    5 comments18 Oct 2012 -

  54. Hello fellow Monkeys, To kick this off, let me begin by mentioning that it took me about 6 months to land my current role. I started off right out of school in financial consulting-- It was easy to get at the time (obvious reasons), with some pretty crazy ...

    5 comments23 Aug 2012 -

  55. Anyone else find some of these mildly amusing? This morning I saw: Dude, where's my liquidity? Debt before dishonor I'm sure there are a lot better ones out there. Equity Research ...

    5 comments15 Jul 2009 -

  56. Equity Research Resume Due to the importance of information, equity research is becoming more and more valuable in today's financial markets. Investors and firms alike all heavily rely on this information to make informed decisions about future inves ...

    4 comments6 May 2020 -

  57. Buy-Side Options / Low GPA

    Equity Research

    I'm quite interested in the buy-side of Wall Street however, my issue is that I have a low GPA (3.05). Granted I still have a year to improve it and I go to the most prestigious school in Canada. However, which realm of finance would be least picky a ...

    4 comments6 May 2020 -

  58. How often do people leave ER and make it into industry? I feel like ER would be a really interesting career, but if you didn't make it to a buyside shop / hedgefund / etc. I feel like it is really not that great of a career as you get older.... I kno ...

    5 comments7 Feb 2012 -

  59. Hi, I'm currently doing my MSc in Finance, and seeing as I'm interested in M& A and equity research, and still not 100% sure which career path i'll choose, I want to pick a thesis topic that combines the two as much as possible. Because ...

    5 comments19 Jan 2012 -

  60. Quite Thankful

    WSO Success Stories

    I had previously posted on here that I had gotten a job in ER covering special situations. I loved the work, was learning a lot, and really enjoying it. About a month ago, I got called from a boutique buyside shop to come in for an interview, and I just g ...

    5 comments15 Dec 2011 -

  61. What's worse? Sell-side Equity Research OR Fund of Funds?? Equity Research Fund of Funds asset management ...

    5 comments13 Dec 2011 -

  62. Equity Research in Chicago?

    Equity Research

    Do any BB firms have much ER in Chicago or other cities in the US, or is the overwhelming bulk of it in NY? chicago Equity Research- United States- Midwest ...

    4 comments6 May 2020 -

  63. Hey guys, Winter semesters coming up and I'd like to try and get my foot in the door through scoring an off season internship with a small shop. I was wondering if anybody would be able to get a list of ER shops in the Toronto region? I'm sorry ...

    4 comments6 May 2020 -

  64. Before I get flamed- I have read all of the bookmarked FAQs and discussions on ER and have utilized the search function. However, I have not seen anything from the past several years or from the sell side on expected compensation. Additionally, the range ...

    5 comments3 Oct 2011 -

  65. Hi guys: I'm a college senior trying to break into equity research through full time recruit this year. Just curious, is there a league table for BBs for equity research? which BB's in Asia (hong kong, china, singapore) have the best equity rese ...

    4 comments6 May 2020 -

  66. Lateralling within ER

    Equity Research

    It was recently communicated to me that I would not be receiving a raise in base (salary freeze) following a very disappointing bonus. I was already paid 10k below street IMO so this leaves me 20K below street and well below street bonus. FYI, I work for ...

    5 comments17 Mar 2011 -

  67. Hi all, I've been read this blog for a long time and have finally to make a post of my own. I'm currently working in the mortgage business as an underwriter and trying to make a career change in equity research. Equity research has been my passi ...

    5 comments15 Mar 2011 -

  68. Hi Guys, So one thing I've been really trying to figure out is Equity Research or Investment Banking. I interned for 6 months in Equity Research and loved it and am studying for CFA. I loved the process, and consider myself not too quantitative and c ...

    4 comments21 Dec 2017 -

  69. Fellow monkeys, I have an interview with Merrill Lynch Canada in 2 days for an Equity Research Associate position. I was wondering if anyone has any information about either Merrill Lynch Canada, their ER group, or general advice on what are some key thin ...

    4 comments6 May 2020 -

  70. I received an offer from BNP Paribas in New York to work in Fixed Income sales and structuring this summer. I also have final rounds coming up with Fidelity for Equity Research this summer and although I don't have an offer yet, I'm not sure if ...

    4 comments6 May 2020 -

  71. I'm now going to the 2nd and final round for the Associate position where I was told I will be interviewing with the Head of Research. Just wondering what questions will be asked (If it will be more of a 'fit the culture' questions or more ...

    5 comments18 Nov 2009 -

  72. I'll be attending college in the fall and wanted to get a head start and learn financial modeling and valuing companies. Are Martin Shkreli's videos on YouTube (https://www.youtube.com/watch?v=ARrNYyJEnFI) a good resource for me to learn modelin ...

    4 comments7 Jun 2017 -

  73. Hi Everyone, What constitutes equity research? My brother would like to start doing some company research on startups. He had some friends / acquaintances who wanted to learn more about current startups and which ones are good to invest on. And he thought ...

    3 comments6 Jan 2020 -

  74. ER Internship Interview

    Equity Research

    Hi, I just scheduled a phone interview on an ER internship, what questions should I prepare? thanks. Equity Research internship 1st interview ...

    4 comments19 Dec 2016 -

  75. Hi All, In two weeks I will be interviewing in NYC for an ER BB position. I'm overly-stressed out and naturally a very task oriented person, so I'm trying to spend all of tonight planning out a "study" plan for these next two weeks. Ot ...

    3 comments6 May 2020 -

  76. Hey all, In the coming months, I will be actively pursuing a position in either equity research or credit research. I have been a frequent reader and poster on this forum and would like some feedback from individuals on the plan I have laid out and whethe ...

    4 comments25 May 2016 -

  77. Hey Guys, Before I begin, I FULLY UNDERSTAND that industries are picked based on need of the ER division/whatever field interests you the most. However,I was wondering for someone looking to break in, what would be better: Cover a hot industry like Tech a ...

    4 comments24 Nov 2015 -

  78. deleted gs IBD Equity Research jpm Salary ...

    4 comments9 Nov 2015 -

  79. Industry Research ==> ER

    Equity Research

    Graduated from a solid university (Top 20 B-school) now doing industry research for finance, energy, and tech industries/companies. The research is centered around pretty basic financial analysis and forecasting (10-Ks, quarterly earnings, etc) with a sol ...

    4 comments3 Sep 2015 -

  80. Orbis Investment Management

    Asset Management

    Anyone familiar with them? It's headquartered in Bermuda but they've got a research team in SF. They never came to campus so I don't know much about them. Worth doing a summer MBA internship if you're interested in value? Thanks. Equit ...

    4 comments29 Jan 2018 -

  81. Anyone got one from this year or 2014? Equity Research ...

    4 comments29 Jun 2015 -

  82. MLV & Co Equity Research

    Investment Banking

    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 in ...

    4 comments26 Feb 2015 -

  83. 00010001

    Equity Research

    . Equity Research ...

    4 comments24 Feb 2015 -

  84. Currently I work for a small boutique capital management firm also offering financial planning and insurance. I handle all investment operations/maintanence for our client. I would like to transition into equity research but realize I will probably have t ...

    4 comments17 Apr 2016 -

  85. What to do from here

    Investment Banking

    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 star ...

    4 comments4 Feb 2015 -

  86. 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 wo ...

    4 comments20 Jan 2015 -

  87. 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 ...

    4 comments17 Jan 2015 -

  88. Hi everyone, ...

    4 comments13 Dec 2014 -

  89. 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 colle ...

    4 comments10 Dec 2014 -

  90. Last Thursday, I was interviewed for the final round by the head of equity research at a second tier equity house. Today, I got the call from HR, saying that for some reasons (instruction from regional office), they won't be able to proceed the hirin ...

    4 comments15 Sep 2014 -

  91. Hi All, As the rest go, please be brutally honest- I've revised this format pretty significantly from previous resumes. I recognize that B4 Audit doesn't transfer directly to ER- besides knowing financial statements and notes/disclosures themsel ...

    4 comments20 Aug 2014 -

  92. I plan to interview for an ER internship at a buy-side firm this coming fall. Would holding a company's mutual fund in the investment style I prefer be helpful when discussing personal holdings? interview Equity Research buy-side asset management Int ...

    4 comments14 Jul 2014 -

  93. How do I adjust prices for stock splits when looking at historical data? Are they typically already adjusted by common sites like Google Finance? Along the same lines will historical EPS be adjusted? I looked around on the internet for these answers but c ...

    4 comments24 Jun 2014 -

  94. Pretty new to the forum and looking for some help. I will be attending a good, not great MBA program this fall (15-20 ranked school). I am looking to break into ER, preferably on the sell-side. I will be entering school with four years experience at a lar ...

    4 comments19 Jun 2014 -

  95. Hi All, ...

    4 comments12 May 2014 -

  96. Working on the ER Pitch

    Equity Research

    I've met with a few people (Not in ER but in other branches of finance) and have expressed interest in entering ER. The echo is the same: when meeting an analyst/associate, I must perfect my 'pitch', as I am usually competing with candidate ...

    4 comments13 Apr 2012 -

  97. Hey Everyone, I've posted my resume and I invite you to constructively critique it. I have followed the template on M&I and managed to keep it to a page. Please keep in mind that I don't come from a finance background and I'm at a " ...

    4 comments6 Mar 2016 -

  98. Is anyone going to the superday 10/25 or 10/26 for ER at Barcap? Barclays Superday Equity Research Salary ...

    4 comments18 Apr 2016 -

  99. Does anyone have any insight into who the top analysts are for the automobiles sector? I'm a huge car enthusiast, so the only sector I could really find myself being genuinely interested in and passionate about is the auto sector and I'm having ...

    4 comments18 Aug 2013 -

  100. Hello, I have been lurking here for a while and am finally posting. I am currently a second-year consultant at a boutique life-science consulting firm and would like to know: 1. Is it possible to transfer to a larger, perhaps more well-known firm? 2. If y ...

    3 comments6 May 2020 -

  101. Hello everyone, So I have a phone screen with Fidelity coming up tomorrow, not with an HR but with an analyst instead. If anyone who had experience having an interview with them PM me or post here about their interview experiences that would be great. I h ...

    4 comments18 Feb 2013 -