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Self Teaching Basic ER Skills
Hey all, I don't intend to work on Wall St. I'd like to brush up my ER and general corporate finance skills. I know Uni + direct experience is the best teacher, but I'm just trying to brush on this skill to make me more valuable, not to work in the space. I've been doing some MIT OpenCourseWare...
Advice for maintaining personal equity portfolio
Hey guys, Been really busy at my VC, and haven't had much time to read bloomberg news and dig into companies. For some context, I don't really trade but just hold equity long. Wondering if any of you have any helpful tips for maintaining your equity portfolio? For example forming group chats to...
ER at BB or IBD at MM
Hi all, I am currently deciding btwn 2 offers, one is in a ER role at a BB Bank and the other in IBD at a Middle Market Bank. Would be great to hear any insights on which you guys feel would be a better opportunity. In terms of scope of work, career progression, exits and any other miscellaneous...
Organisation within a family office (Software + Work Dynamics)
Good morning everyone, I was just hired to set up a new family office project with a structure of 6 employees in the investment division: 1 director or operations (or coordinator) and 5 analysts / portfolio managers of individual portfolios (3 in equities, 1 in forex/criptocurrencies, 1 in futures...
Manning & Napier ER?
Hey all, Interning at Manning & Napier this summer in their ER group. Anyone know anything about the firm? They seem fairly well-known at least in the smaller AM space. If I end up back at the firm full-time I'd love to hear any thoughts on comp/exit ops/etc. etc. Thanks!
Middle Market ER Exit Opps
I'm curious to learn more about the exit opportunities that one could expect as a sell-side ER analyst/associate for a middle market firm (Jefferies/Truist/Blair/Cowen/Stifel/Piper). Specifically, I am wondering what quality of placements these firms get with hedge funds or asset managers . So far,...
Big 4 Financial Due Diligence Internship to Equity Research
Hey everybody, So I'm a student at a tier2 target b-school (UT Mccombs, UC Berekely Haas, UMichigan Ross) with a 3.6 GPA and I have an upcoming internship with one of the Big4 in their financial due diligence advisory group. My full-time job goal is to move to either equity research or investment...
FT ER Recruiting
Hi everyone, when does FT recruiting start? I am currently a junior, but am graduating next semester. When is a good time to start applying or think about applying? Do December 2021 graduates fall within the Spring 2022 graduate cycle? Also, do referrals really matter when applying from a...
Intelligence and ER
Hey guys - this is a weird q so brace yourselves. I'm a very very average person - I studied a non-finance humanity degree, not gifted at numbers, IQ is probably bang average, however, I'm quite a personable person and a decent communicator. Despite the above, I managed to land an ER gig at a BB...
ECM or Equity Research
I have two offers, one for an ECM role and one for Equity Research. Any advice on which one?
NERA Economic Consulting - Internships/Exit Opportunity?
Can someone please provide insights on NERA Economic Consulting. Specifically their Antitrust and IP department. What % of summer interns get full-time return offers at NERA? What do the exit opportunities look like? Is it common for employees to enter management/strategy consulting later in the Big...
Wedbush Internships and Exit Opportunities
Can someone provide insights on Wedbush Securities (LA)? Specifically their ER dept? What % of summer interns get full-time offers at Wedbush? And what do the exit opportunities look like? Can you transfer into IB later? Can you get into ER at some other top firm (JP, Goldman, etc)? How does the...
Starting in ER (BB Bank, Grocery Retail)
Hi everybody, I have landed a dream role in ER (coming from audit) with the sector focused on Food Retail (e.g. Walmart, Carrefour etc) - within my notice period I am looking to brush up my technical skills to really start the role in a good position. I had two questions: - I aim to improve both my...
Capital Goods Offer
Got a lateral offer to join a Cap Goods team (London) which is pretty solid and looks like its moving up the rankings. Have always found the space fairly interesting especially with the macro tie in but just wanted some thoughts on the sector as a whole? Obviously not as hot as anything TMT/HC but...
Equity Research SA 2022
Haven't seen a thread yet for ER SA 2022. So far I have seen Baird, Lazard, JPM. Got a hirevue for Baird and phone interview, what else is everyone seeing/hearing?
Best way to get into euqity research?
Hey fellow monkies! I'm an undergrad student at a UK target and after all this rant about the lifestyle of an M&A banker, I have serious doubts about applying for that division next year at IBs. If we are not looking solely at the comp, for my personality and genuine interest, equity research would...
Energy/Oil & Gas ER still viable?
Currently debating on whether or not to take an offer for an associate seat for Oil & Gas ER. Reading about the banking side of things a lot of people seem bearish about the future of the industry, but I've gotten more optimistic takes from people I know on the credit side. Personally I am not...
Size of research departments at each BB/EB?
Does anyone know how/where I can find out how many research professionals (analysts, associates, etc.) are employed at each BB/EB? None of this stuff is broken out into 10-Ks or even Form ADV filings so any insight would be thoroughly appreciated. If you happen to know off-hand, feel free to slide...
Rank these divisions by how competitive they are for summer internships.
Hi everyone! I'm applying to summer internships next year and thought it might be useful for me and others to find out which divisions are the most difficult to get into. What do you think? The divisions (randomised) are... - Risk Management - Asset Management - Compliance - Private Banking/Wealth...
Bloomberg
So Bloomberg. An incredible useful tool that a lot of the times makes your life exponentially easier. I just have one question: Why is the user interface so incredibly shitty. It looks like a program from '97, and half of the time I find myself gauging out my own eyes because I accidently pressed...
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Research report
Im currently being published on a research report that is going to investors funding the portfolio. I am still a student at my instituion and have to write a bio about myself. Any ideas of what I should include or templates?
Is 35 y.o. too late to try to break in equity research?
Hello everyone! So I am 35 years old. I have a bachelor's in Economics (graduated in 2009) from top universities in Moscow. I worked mostly in compliance field back in Russia. After I moved to the US I've worked as an administrative assistant only. I am currently working on a stock pitch and...
Talking to customers - scuttlebutt
How do you approach engaging with customers during the diligence on a specific name? I understand expert networks can be helpful in this regard but does anyone engage in direct outreach or other methods (specifically more cost effective approaches)? How do you incentivize them to speak with you in...
Summer Internship Decision: JPM PB vs D&C ER
Hi everyone! :) I am a Spanish graduate student attending an Ivy League university in the US (think Wharton/Columbia/Yale) studying finance and economics. I know I want to work in the Buy Side but I am still unsure if I should do AM or PB. I appreciate work/life balance and I would like to work in...
0 Offers
I have some questions about what I should do with my remaining time at college. I am currently in my senior year of college and I am having some serious trouble finding a job. I go to a non-target school and have a 3.6 GPA and have 1 sort of related internship experience, but have decent leadership...
Anyone know about Raymond James Research Associate role?
Hi all. Just reaching out to see if anyone has any familiarity with the Research Associate role at Raymond James? The job description says it’s mainly doing administrative stuff for PMs and RAs along with market analysis, but wanted to see if anyone is currently in the role or has been in the role...
Cannot Find an Internship / Resume Advice Needed
Hey guys, Just for a quick background, I was originally a mathematics and data science major before switching over to economics. I have been on track to graduate college a year early, but this means I have to sacrifice a summer for a potential internship, so I feel a little behind now. Last summer,...
Is it possible to move from from buy-side trading to equity research?
I currently work as a derivatives trader at a small broker and im trying to switch to equity research. I recently got offered a job as a equity trader for a large asset manager in London (T.Rowe, BlackRock, Schroders etc) but I'm hesitant on taking it because I feel like I'll get pigeon-holed into...
Telecoms and Media
Just started ER and have an opportunity to go into Telcos or Media (European coverage). The Telco team is quite highly ranked whereas Media has a decent gaming coverage. I think both are pretty interesting (slight interest more towards gaming) but Telcos is higher rated. What do you all think here,...
Stock Screens for 2021
Where can I find stock screens from reputable companies (Banks and Asset Managers) similar to those done by BOA research below? I'm looking for screens that list specific buy (or short) opportunities like the BOA example. Any help would be very much appreciated.
Looking for help getting initiation reports and models, Open for exchange
Hi all, Looking to get some initiation reports and models for a few companies I am trying to research. Would really appreciate any help and am willing to exchange for any research from 2 BB broker portals that I have access to.
Working Full-Time vs CFA®
My 2021 Trade-off: Working full time starting from Jan 2021 or rather studying for the CFA® to complete Level 1 (in Feb 2021) and Level 2 (in Aug 2021)? What would you do? I have just graduated (MSc) and I believe If I will start working full-time I might not be able to pass the CFA® exams...
FT anxiety, advice appreciated
Non-target, accepted an ER offer at a top-BB after internship. Felt my performance in general was lackluster at best. This was compounded by a poor final presentation that really paled in comparison to the other interns. I built somewhat of a 'virtual' rapport with the team and I believe this is...
Gathering information before market and for research
People from sales & trading how do you gather information or generate investment ideas for client pitches? Do you rely on the news or is it usually in-house research calls or is it a healthy mix of both?
Special Purpose Acquisition Company modelization
With the increase in popularity with SPACs instrument during the last year, what is the best way to model them? SPACs are listed instrument but issues come with the short historical data from them. It comes from the very nature of the product where SPACs generally survive for a maximum of 2 years...
3 top-ranked Industrial's Analysts combine their combined 100+ years of experience in one place!
Lessons from the Titans: What companies in the new economy can learn from the great industrial giants to drive sustainable success Filled with illuminating case studies and brilliant in-depth analysis, this invaluable book provides a multitude of insights that will help you weather market upheavals,...
Over 70 Years of Industrials Experience from Top Analysts
Lessons from the Titans: What companies in the new economy can learn from the great industrial giants to drive sustainable success Before Silicon Valley disrupted the world with new technologies and business models, America’s industrial giants paved the way. Companies like General Electric, United...
Opportunities after MFin/MiM in Europe?
I'm a recent graduate (non-European) and will be applying to MFin/MiM programs in Europe in R2 for the September 2021 intake. I wanted some perspectives on opportunities in London and the rest of Europe after graduating. Would also love to hear some recruiting experiences. I'll apply to IB...
Buyside Investment Research Website
If anyone is looking for investment research written by fellow HF managers, I would encourage you to check out SumZero. I'm unable to post the link here, but if you google SumZero, you will find our website! Also, if you shoot me an email at christian@sumzero. com , I'm more than happy to set you up...
FT vs Intern Recruiting & staying a 4th year
Hello all, I am currently a junior at a non target with a 3.46. I major in financial economics am on track to graduate this year. I have no experience in finance and would like to break into the field and am interested in any type of investment research position. I have the option to do a 1 year...
BNPP v GS
Hi all, I have received two very good offers and would be grateful for choice advice. I got offers from BNPP for IBD, and GS for ER. After uni I want to work in IB and was wondering which of these would position me best for that career. Thanks!
Associate Bonuses at Bernstein
A buddy of mine got me a job interview at AllianceBernstein for Equity Research, but I have no idea on what the bonuses look like for first year Equity Research Associates. I already got an offer where compensation is like 115k all in. I know base for AB is like 85k. What do bonuses look like for...
2021 Morgan Stanley Equity Research Sophomore Summer Analyst Superday
Hey guys! So I go to a semi-target school and early November, I received a notification for first round phone interviews for MS SA Equity Research. A week later, they got back to me with a superday offer, which I had on the 13th. To let you know how the superday went, I think it went pretty nicely....
Internship advice
I was fortunate to receive SA offers from one of the top 3 BBs for ER and from one of the Tier 3 banks for IBD. Can’t decide which offer to choose and will be grateful for advice. I want to pursue career in IB. The BB offer carries big brand name but isn’t 1:1 transferrable; whilst the T3 one is...
LifeSci Capital
LifeSci Capital is a research-driven investment bank with deep domain expertise in the life sciences. Our service model as a boutique investment bank is unique in that we exclusively serve corporate clients who are emerging life science companies that discover, develop, and commercialize innovative...
SA Advice
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Top 3 BB ER vs. Top 20 M&A IBD
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Accounting > > ER
Hey, looking for (1) advice as to how can I position my accounting job so it could be somehow useful for ER profile when the time comes. I am learning SAP FICO module and will work with the same within the next 3 months (placement started). Also, am targeting tech companies and e-commerce so as to...
MScF Or CFA® to break into ER?
About me BBA in Finance in 2018 from a non-target in Texas with a 3.4 GPA Have not yet taken the GMAT, but plan on it in early 2021 Currently work in WM at a no name shop in NY (not Manhattan) where I spend half my time doing equity research for our US Equity Strategy and the other half in various...
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