Displaying 101 of 733 results

  1. Search Results

  2. I go to a semi-target in the South. I have an offer outstanding from my SA stint at a decently well-known commercial bank in New York in their IBD with the project finance group. I have been exploring offers and have been invited to a super day at a regio ...

    6 May 2020 -

  3. F100 FP&A to Equity Research post MBA

    Business School and GMAT

    Hi Folks, Looking for some guidance on ER jobs. I have about two years of FP&A experience at a major global Food & Beverages corporation (think Coca Cola, PepsiCo, Kraft) in India and will be applying to top finance focused B-Schools (Wharton, Boo ...

    1 comment6 May 2020 -

  4. Hi all, long time lurker now looking for some advice. I graduated from a top 10 college in the US in 2013, worked 1 year at a sovereign wealth fund as an analyst doing trading desk stuff and some financial analysis. I was moving to a private fund in NY wh ...

    6 May 2020 -

  5. I recently relocated to NYC to transition from corporate finance into financial services. I work corporate and strategy finance for a F100 transportation & logistics company, and I am currently looking to transition into Equity Research, covering the ...

    1 comment6 May 2020 -

  6. Chances at ER Associate

    Equity Research

    Hey everyone, Hoping to get some honest opinions here. I could potentially get an IB offer in the next few weeks, but think I would rather be in equity research. The problem is that ER hiring seems to occur mostly after the New Year, not really allowing y ...

    6 May 2020 -

  7. Dear folks, Boston Analytics is close to releasing its 1st major product in the US market- SECaN (SEC Analyzer) is a financial research workflow application with data extraction, mashup, analytics, visualization and publishing capabilities. We believe thi ...

    6 May 2020 -

  8. Also, what companies have strong roots in northeast for ER and AM? I have looked into Fidelity and PNC to name a few. I am non-target finance major from NY for what it's worth. thanks Equity Research asset managament internship investment recruiting- ...

    6 May 2020 -

  9. Hi there guys I have an opportunity to either join the M&A TS team in NYC or the CF team in London of a big 4 firm. Which one would you guys suggest Ito exit opportunities into investment banking, specifically equity research? Also, would M&A TS c ...

    6 May 2020 -

  10. ER vs Corporate Development

    Equity Research

    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 ...

    6 May 2020 -

  11. 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. Honestl ...

    6 May 2020 -

  12. Hey guys, It's unfortunate that this is my first post here but I wanted to see if you guys had any ideas about the above decision. I currently have offers in a multi-asset investments team at an asset manager (think BlackRock, Fidelity etc.) and equi ...

    1 comment6 May 2020 -

  13. Hi All, Quick background- I'm a third year auditor at a big 4 in the Northeast. I went to a midwest state school w/ little/no finance (ER/IB) recruiting out of undergrad (much more out of MBA) but tons of accounting, hence the choice. I'll try t ...

    6 May 2020 -

  14. What i am wondering: is it wise at all for me to spend my time applying to investment organizations (is my resume going to continue to get thrown in the trash?). I'm a graduating (in may) economics student at UW-Madison and have a 3.5 GPA with experi ...

    1 comment27 Feb 2018 -

  15. Sanford C Bernstein Interview

    Job Search Advice

    I've been invited for a "meeting" at Sanford C Bernstein's office in London after applying for an Equity Research role. Has anybody been through their hiring process? I've heard that they ask a lot of market sizing questions, any ...

    1 comment6 May 2020 -

  16. Law Undergrad CV

    Resume Advice

    Hi guys, I want to guy into buy side equity research or Asset Management... I would be applying in London and for a boutique. I am aware that I am under-qualified in a lot of respects but I am trying to make the best of what I got. With that said... feel ...

    6 May 2020 -

  17. . research Equity Research 1st round interview Interview United Kingdom ...

    1 comment6 May 2020 -

  18. answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered. ER Equity Research modeling Interviews WS Prep BIWS ...

    1 comment28 Feb 2018 -

  19. 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 ...

    1 comment6 May 2020 -

  20. ....Apologies for the long post. ...

    6 May 2020 -

  21. What is my next move?

    Equity Research

    Hi Guys, I've been trying to make the switch to Equity Research from trading since 2010. Since then, I've only been able to get four Research Associate interviews. I was offered one position, but it required a move to another country. I couldn&# ...

    1 comment6 May 2020 -

  22. II 2017 Research Rankings

    Equity Research

    II research rankings out...can anyone post the full results? Any suprises? Also, for those who work with an II ranked analyst, do you get a better bonus or is there any uplift in your compensation? II institutional investor research rankings Equity Resear ...

    1 comment10 Oct 2017 -

  23. Waiting for a hiring decision

    Job Search Advice

    I am an equity research candidate, in the hiring process with a boutique IB in NYC. This is my first experience with this and I'm worried. Below is my timeline (in weeks). Is this timeline typical and what are the manager's/HR's activities ...

    1 comment6 May 2020 -

  24. Structuring vs Equity Research

    Sales and Trading

    [Deleted! No longer relevant.] [Deleted! No longer relevant.] [Deleted! No longer relevant.] [Deleted! No longer relevant.] BB Sales and Trading Equity Research corporate derivatives equity derivatives associate exit culture ...

    1 comment9 May 2018 -

  25. I know an internship after junior year is essential to get an ibanking job after college, but is it the same for equity research? I'm currently a sophomore and want to get into equity research and am wondering if I should get an internship. If so, is ...

    1 comment22 Sep 2017 -

  26. I have interviewed for BB ER position (experienced ER Associate) in London. After a very long process, including 15+ interviews, writing samples, and models, spanning 2 months since application, I can say it was finally over last week. I was told I should ...

    1 comment6 May 2020 -

  27. FBR Equity Research

    Equity Research

    What do you guys know about FBR's equity research group, especially in the REIT space? Are their research opinions valued by the market place? Am I correct to assume that most of the ER is done out of NYC? Equity Research Salary- United States- North ...

    1 comment6 May 2020 -

  28. Best Online Brokerage for Equity Research Reports?

    Investing, Markets & Macroeconomics

    Does anyone know what research you can access through the various online brokerage platforms? I don't have contacts in equity research or any other means to get reports (no Bloomberg terminal) but I'm looking to get my hands on some and this see ...

    3 Sep 2017 -

  29. In case you missed our March 2nd webinar entitled My Experience with Equity Research, have no fear. The full recording of the webinar can be found below (free until Thursday 10am et when it goes into our video library). Do you want to a 1 on 1 mentoring s ...

    22 May 2015 -

  30. Modeling Apparel Retailers

    Equity Research

    I am building a financial model for apparel retailers and are faced with the following challenge: How do I forecast growth rates in the current environment? At present, mall traffic is declining, online retailers like Amazon are aggressively moving into t ...

    28 Aug 2017 -

  31. I am just graduating college and have found I am very interested in pursuing a career in buyside or sellside equity research. But, I have found it to be difficult to find/get a job doing equity research right out of college. Thus I am currently looking at ...

    23 May 2017 -

  32. wsomentors's blog In case you missed our September 15th webinar entitled Stock Pitching in an Interview, have no fear. The full recording of the webinar can be found below (free until Saturday morning when it goes into our video library). SIGN UP FOR ...

    1 comment14 Oct 2014 -

  33. Hi, I graduated from a last tier target school for BB and have two consulting experience (one in MBB one in tier 2), with CFA L2 cleared. if i apply to FT IB job (either IBD or ER) in HK BB and boutique, whats the prob of pass resume screening? thanks a l ...

    1 comment4 May 2017 -

  34. 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 Clic ...

    11 Jun 2014 -

  35. Hi Guys, I just recently graduated from a russel group university, achieving a 2:1, and currently enrolled to take the CFA level 1 in June 2017. I do not have any work experience, I am currently reading books about value investing and the industry to help ...

    1 comment11 Mar 2017 -

  36. If you're unable to get a research position, out of undergad, what entry level jobs could lead into ER, on the sell side? Equity Research ...

    1 comment7 Jan 2017 -

  37. Let's Talk Hydrocarbons

    Other Industries

    I have seen a growing number of posts devoted to the Oil & Gas arena, in some form or fashion, and thought it would be entertaining to bring these thoughts together in a comprehensive discussion setting. So let's talk O&G and all things relat ...

    21 Nov 2016 -

  38. MA Econ worth pursuing?

    Job Search Advice

    I am a current Finance and Econ double major at a semi-target business school with a 3.9+ GPA. I have the chance to go for a MA in Economics by adding a fifth year. It will be affordable/quick ($15,000-ish, 1 year) but is outside the university's bus ...

    30 Oct 2016 -

  39. This is a question towards people who have been working in equity research already and interact with clients. Among the clients that you know or believe outperform their benchmarks, how different are their viewpoints and questions versus the rest of your ...

    27 Oct 2016 -

  40. GIR Hirevue SA 2017

    Equity Research

    just did the Hirevue interview for GS 's GIR for SA 2017. obviously, waiting to hear back. comment if you've also done it and if you've heard back Goldman Equity Research ...

    9 Oct 2016 -

  41. Data science bootcamp- yay or nay?

    Corporate Finance, Development and Strategy

    Hey all, Just curious on anyone's advice on attending a three-month intense data science bootcamp. Personally, I worked in ER for almost two years after undergrad and I've been doing some data science on the side for fun over the past few months ...

    1 comment18 Sep 2016 -

  42. Background on me- went to a top-10 undergrad, interned at a $10b mutual fund where I was hired upon graduation as an equity research associate type role. After about a year I was relocated down to trading for the funds due to a severe personnel shortage. ...

    30 Aug 2016 -

  43. How difficult is it to go back to equity research on the buyside assuming you have a couple years of experience if you take a job with a bank debt/leveraged loan investing place? Leveraged Finance Equity Research ...

    9 Aug 2016 -

  44. Hi Everyone, I am a biotech Ph.D. who is currently set to graduate in September. I was hoping to get some feedback from some people currently in the sector about how close to graduation I should be before starting to apply for ER associate jobs. I have a ...

    1 comment18 Jul 2016 -

  45. Research report- Technology

    Other Industries

    I am looking for any research reports on the tech industry that are fairly recent. Would really appreciate if someone could send me a report. technology Equity Research ...

    13 Jun 2016 -

  46. Hey how do you guys compare the two role? My goal is to get into IB / PE after 2-3 years Corp Dev (M&A) Pro: Senior Manager role so 2nd senior in the team. Large deal volume and thus good transaction experience Interaction with IB /Lawyer/Internal Sen ...

    3 Jun 2016 -

  47. just curious, to those of you that are covering banks, do you happen to model directly the RWA for banks? if so, how do you go at it (on a general basis)? I am presenting the question in light of a recent discussion I had with a colleague of mine who (cov ...

    1 comment28 Feb 2016 -

  48. Equity research associate (sell-side) here, looking to move to the buy-side. A recruiter contacted me with regards to a "sector specialist" position at a well known & respected fund. He told me it's not a fundamental research analyst ro ...

    24 Jan 2016 -

  49. Reporting on Risks

    Equity Research

    Hello, when I'm reporting on risks in my equity research report, should they be reported as facts, or should I be giving my opinion and be forward looking? I feel like if I just state facts, there would be no point because readers can just look for t ...

    6 Jan 2016 -

  50. I am a resident physician interested in transitioning into equity research career. Please critique. resume Equity Research ...

    21 Dec 2015 -

  51. Back-up for equity research

    Job Search Advice

    OK so I really dropped the ball on the job finding thing. Now I'm two years out of school and it seems harder and harder to break back in. I'm interested in research but at this point it seems like I won't have a sure chance anywhere unless ...

    1 comment10 Dec 2015 -

  52. I double majored in accounting + MIS, have FP&A experience. and have also passed CFA L1. Other than that, I don't have any licenses like Series 7 or 63 (Are those essential to break into ER?) I'm going to either Cornell or NYU for my full ti ...

    1 comment1 Nov 2015 -

  53. Does anyone know exactly what Bloomberg Equity research does? Is it actual equity research akin to what you would find at an investment bank or Capital IQ, or is it more a support function for analysts at client firms? The reason I ask is that I saw this: ...

    1 comment30 Oct 2015 -

  54. What venues or events can you go to network with equity research in healthcare, pharmaceuticals? Equity Research ...

    1 comment14 Oct 2015 -

  55. Hi everyone, I'm looking for someone in Equity Research to do an interview with for a college paper. The interview will last under half an hour and it can be done through Skype, phone call, or even messaging back-and-forth. I've just recently be ...

    1 comment3 Oct 2015 -

  56. Hey guys, Does anyone know the email format for Telsey Advisory Group? I'm trying to reach out to a few research associates. I've tried [email protected] and [email protected] Thanks for any help. Equity Research Salary ...

    1 Oct 2015 -

  57. Hi monkeys! I am just wondering if anyone had the latest analyst reports for Boeing (NYSE:BA) from investment banks. I'd really like to have it so that I can analyze it and see if I should buy or hold shares in Boeing for my investment club. Thanks! ...

    15 Sep 2015 -

  58. I have one opportunity that I don't want to lose this time and have the below questions for this SS ER interview. 1) How do I structure my verbal stock pitch? I have the information already gathered but can someone point me to a good sample written o ...

    3 Sep 2015 -

  59. The model and report are not mine http://studenttheses.cbs.dk/search search for Tullow in the link above and then click on "more information" alternatively you can use the links below studenttheses.cbs.dk/bitstream/handle/10417/3218/jens_petter_ ...

    1 comment4 Sep 2015 -

  60. WSO, I have developed a model for determining Intra-Day Direction for many stocks and ETFs. I am currently seeking opportunities with Proprietary Trading Firms, Broker / Dealers, Hedge Funds, and other interested parties. Two articles were published regar ...

    1 comment1 Sep 2015 -

  61. Looking for some equity research reports, currently a student so only have access when on-campus. Please inbox me if you can help! Will SB:) Equity Research Salary ...

    19 Aug 2015 -

  62. Hello everyone, I'm an interesting mix with double majors in mechanical engineering and finance. I'm working this summer in a middle office analyst internship at a top investment bank and I want to get to foh. I specifically want to do research, ...

    29 Jul 2015 -

  63. Hi, just starting out on the job path into ER hoping some of you would be kind enough to provide any constructive criticism on my cv and my experience, perhaps what I should highlight more of / less. Cheers Equity Research ...

    1 comment26 Jul 2015 -

  64. Hi I am relatively new to the industry and would wish to get some ideas from all you guys with better knowledge. I am reading one of the my analyst reports, and I want to clear some terminologies appeared in this report, my understanding is not crystal cl ...

    23 Jul 2015 -

  65. Dark Horse

    New User Introductions

    My goals that I hope to achieve through this forum are simple. To learn as much as I can about finance, network, and to set myself up to get the job I want. My bio is short. I am from a non-target (Loyola MD) with an above average GPA, but nothing eye ope ...

    1 comment7 Jul 2015 -

  66. Click here for our Equity Research forums. It is where we discuss the industry as well as different firms and groups. Equity Research ER Equity Research ...

    25 Jul 2017 -

  67. What Else Can I Do

    Job Search Advice

    I am currently working in a non-financial related field and have a degree in engineering from a non-target school, but recently interviewed with a boutique equity research firm (in a non-target city I should add). The senior analyst came from the buy side ...

    1 comment3 May 2015 -

  68. Hi All Quadrant Skew Capital is offering an Equity Research Program that provides training in financial modeling (discounted cash flow and comparable comps) and equity research along with the opportunity to gain real-world experience. The program is great ...

    17 Apr 2015 -

  69. TAG rep?

    Equity Research

    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 Equity Research ...

    24 Mar 2015 -

  70. How technical should I go?

    Job Search Advice

    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. Equity Research ...

    1 comment16 Mar 2015 -

  71. evaluating Management

    Equity Research

    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 ...

    1 comment14 Mar 2015 -

  72. 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 ...

    11 Mar 2015 -

  73. 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. Equity Re ...

    1 comment16 Feb 2015 -

  74. 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 t ...

    20 Jan 2015 -

  75. Student Equity Management

    Equity Research

    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 spec ...

    1 comment14 Jan 2015 -

  76. pcdogg's blog I was wondering what is the best way to follow an analyst. Are there any websites that sort by analyst that can summarize an analyst's recommendations, research reports, analysis, tv appearances that can give you an idea of where t ...

    28 Jan 2012 -

  77. 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 dir ...

    1 comment24 Dec 2014 -

  78. 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 Equity Research Salary ...

    1 comment15 Dec 2014 -

  79. Oppenheimer Equity Research

    Equity Research

    What is everyone's opinion on Oppenheimer Equity Research Equity Research Salary ...

    1 comment11 Dec 2014 -

  80. ER Self-initiating model submission

    New User Introductions

    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 ...

    1 comment9 Dec 2014 -

  81. What are yalls thoughts?

    Job Search Advice

    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 ...

    1 comment2 Dec 2014 -

  82. Hello, I am analyzing a public company operating at 3 Segments, one of them is "Corporate". Is there any excel template or best practices I can use in order to correctly analyze the COGS and finally the EBIT for each segment? For example, should ...

    14 Oct 2014 -

  83. Hello, I am a current graduate student at a top tier university. I recently became interested in the public market particularly biotechnology and pharma investing. I started a small portfolio and began following companies this space but also importantly, ...

    1 comment8 Oct 2014 -

  84. Hi all, I have a second round (not sure if it's a final round) interview with Sanford Bernstein 's Quantitative Research coming up. I applied for the general Research Associate position but I guess they found my background a good fit for this te ...

    24 Apr 2016 -

  85. Hi all, I have a second round (not sure if it's a final round) interview with Sanford Bernstein 's Quantitative Research coming up. I applied for the general Research Associate position but I guess they found my background a good fit for this te ...

    24 Apr 2016 -

  86. End of 2014 SA Stint

    Job Search Advice

    Going into the final week of summer internships I'd be interested to hear about everyone's experiences. Feel free to share the best/worst times of the summer, has your opinion changed regarding IB / S&T / ER,etc?, how does the summer come to ...

    4 Aug 2014 -

  87. Hello chimps, humans, and everyone in-between, I'll give you a quick synopsis of my situation, why I'm looking for what I'm looking for, and what it is I'm looking for from the community. ...

    1 comment23 Jul 2014 -

  88. Does anyone know how long/how many days it takes to hear back from Stifel-- I recently had a phone interview for a ER Associate position. Thanks. interview Equity Research Stifel Nicolaus Interview ...

    1 comment24 Apr 2016 -

  89. I am a complete newbie to ER but I had a question I wanted to ask. If a company has an equity investment in a firm till 2013 but then takes it over and consolidates it starting 2014, Then how do you make revenue projections starting 2014? How would an ER ...

    1 comment27 Jun 2014 -

  90. Would appreciate any valuable opinion. Targeting banks/funds in UK. Also, I have had some serious health issues and family stuff. Can I put the extenuating circumstances like that on resume? It did affect my undergrad grades very much and it was twice as ...

    1 comment2 Jun 2014 -

  91. I am looking for somebody who is interested in learning about valuing companies and pitching stocks on both the long and short side. I have recently started a blog where I intend to publish stock pitches and models. The role will not have hard deadlines f ...

    1 comment24 May 2014 -

  92. Hello, I'm searching some names of brokers who detail how the calculate the cost of equity (with equity risk premium and son on) brokers note. Have you any name of brokers which do this? Thanks:) Equity Research WACC Cost of Equity broker report ...

    23 Apr 2014 -

  93. Seeking expert opinions Currently IT consultant with financial services companies mainly in back-office work. Very interested in moving to Equity Research. Working on CFA for Dec 2011. Have 700 GMAT with low GPA. Computer engineering undergraduate degree. ...

    19 Apr 2016 -

  94. Market and equity research

    New User Introductions

    Hello everyone, I am new member of the WSO community. I am currently a graduate student majoring in political economy, I am also taking classes in corporate finance, financial management and international finance. I am looking for an internship in market ...

    1 comment17 Apr 2014 -

  95. I am interested in reaching out to HHs at major recruiting firms. I am an experienced candidate interested in new ER positions and HF positions in a specific city (SF). Ideally I'd like to use a very short, very simple letter to reach out to them to ...

    1 comment25 Mar 2014 -

  96. Newbie Introduction

    New User Introductions

    Hey WSO! I'm just here scouring information on investment banking and equity research. I am currently an undergraduate in college looking for any useful information to help me get where I need to go. If anyone has any tips for a college sophomore at ...

    19 Mar 2014 -

  97. Hey- After doing 2 calls with T-Rowe, I have now moved on to the interview in Baltimore, where I will be meeting with a few analysts for a day. Does any one have any experience for this round? What should I expect? Thank you... Equity Research T Rowe Pric ...

    13 Mar 2014 -

  98. I have a superday at a BB for Medical Technology equity research position. I'll be meeting basically all the healthcare team (bio, pharma,..), med tech analysts, etc.. I have 3 years experience IBD experience in a generalist role + 1 year at a BB AM ...

    21 Feb 2014 -

  99. The goal of Wall Street Oasis' Equity Research Rendezvous is to give our users the best possible snapshot of life in equity research, from internships and recruiting to compensation and career progression. Working towards that goal, we've create ...

    11 Dec 2015 -

  100. Hi all, I have 2 questions: 1. Most books and resources I've read said that projecting earnings and financials more than 2 years away is not ideal, mainly because there is less basis to really judge cash flows so far away. My question is that I often ...

    1 comment2 Nov 2013 -

  101. Welcome to the Wall Street Oasis Reading List for Equity Research. Please email [email protected] if you think we should add in additional publications to our Recommended Reading. Easy Reads Technical Reads Career Jump-Start Wall Street Meat Best P ...

    26 Mar 2015 -