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Which tempory department is better out of equity research if i want do equity research/equity analyst
Right now (I'm 24) I can not find an internship in equity research or equity analysts but I want do this in my life. I have 1 internship in middle office in top name in bankig but nothing as a financial analyst. What I should do at the moment to have in the future more likely to get into equity...
How to get my foot in the door
Unfortunately It took me years to find out what i wanted to do with my career, but now that i know i worry it's too late to find a way to break into the industry. I'm 25 years old and just finishing my MBA . I currently am closing in on my second year with a local energy company where i have an...
Analyst reports for Boeing (NYSE:BA)
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!
Missed all my opportunities.. seeking advice on upcoming interview
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 out pitch that I can reference as the template for...
Industry Research ==> ER
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 solid amount of economic forecasting -- also...
Tullow Oil Nav Model & Report (attached & links)
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_wilhelmsen_og_mathias_lorentzen.pdf?sequence=1 ---- Pdf...
New to WSO - Intra-Day Momentum Trading Research / Equity Trader
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 regarding the research at Trading Markets. At...
CFA® Materials: Schweser vs Bloomberg
Hello all, This week I registered for CFA® Level 1. I registered for the June 2016 exam. I am wondering if anyone has used the Bloomberg study materials for the CFA® . I know Schweser is the go to for most people but it looks like Bloomberg's product is pretty strong. You can get either program...
CFA® and Exit Opps for Long Only
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. What are the names I should be looking into?
Q&A: Investment Manager at Emerging Market
- 10 years of experience in finance - 5+ years of experience in investment banking and private equity services - non-target education for both undergraduate and graduate in US - getting a job as an international student experience in US (i.e. CPT, OPT, H1B) - various MO/ BO experience at several...
Can anyone with bloomberg/Capital IQ do me a favour?
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 :)
Ideation request fully realizing how busy this group is!
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 this will enhance the workflow of Equity...
Rising Senior at Non-Target, Desperate and Need Resume Review + Career Advice
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 effort applying in the past and when I did I...
When does recruiting start for AM/ER for undergrads class of 2016?
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
How to leverage middle office job on resume and interviews for FOH jobs
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, or internal m&a , who both handle lots of financial...
Breaking in from Asset Management
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 / recommendations and portfolio level attribution analysis....
Writing an Equity Research Report
I am currently a Global Business/Finance major at a non-target with a 3.7 GPA. I am looking to break into equity research by obtaining an internship next summer (I tried for this summer but did not have luck). I have very little relevant experience and I don't really have any connections, so I...
ER internship Help
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 what goes on and moves different markets and...
Equity Research Interview questions
On short notice I have an interview with an analyst and an associate on thursday for an associate position. Can anyone give me a heads up on what will likely be asked? Will this be a fit interview or more technical based questions and if anyone can give an example as to what level of depth the...
Public accounting into equity research
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
Finalta London - Excel test+interview insights
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 back the .xsl to test how good you're at certain tech tasks?.....
Equity Research Basic Terminology
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 clear. How to understand these numbers: 3y...
Summers / First Years, how do you spend your time?
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 interning at an HF (and considering pursuing an FT sell-side...
BB Equity Research VP or B-School to pursue M&A Associate Role?
Dear WSO , I need some advice as I've been pondering and losing sleep day and night on this topic. I'm 30, in ER in a MM for 4.5 years prior to which I was an auditor for 2 years (gained amazing accounting skills, work bored me to death, made the switch through massive networking/hustling at the...
On the Job With Simple As… My Research Process
When I did my Q&A thread a while back I promised at least one person that I would share my general research process. So here you go... Every analyst has his/her own way of conducting due diligence. There certainly is no one correct way to come to an investment decision, however, I’d argue that...
Summer internship in credit to ER (full time), is this possible?
Hi all! I’m currently a rising senior at a Canadian undergrad B-school looking to recruit for ER (full time). This summer I’m interning at a multinational insurance company as a part of their GA investing team covering fixed income (mostly just corporate & municipal bonds). As a part of the job...
Higher Ceiling and/or Higher Avg. Comp - SS Equity Research or Sales?
Just curious, thanks for the input.
IB at GHL vs ER at GS
I want to do investment banking more but I know that GS is kind of a nice stamp for my resume...I'm currently being considered for GS but I have an offer for IB at a boutique. What should I consider before I decide?
Dark Horse
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 opening. My grades do not represent my abilities...
Q&A: I'm an Equity Analyst/PM at an Asset Manager
Mod Note (Andy): this Q&A is now closed, thanks again to N164 for answering all the q's! I've been in the Asset Management field for 15+ years, started as an i-banker out of undergrad, moved to AM after b-school when the hours got to me (both at target schools). Fundamental, bottom-up equity...
Chose the wrong summer internship, what options do I still have for FT recruitment? (credit to equity?)
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 insurance company as a part of the fixed income...
US Healthcare Industry ER Reports
Anyone got one from this year or 2014?
Could a high GMAT (740) help me with an equity research interview?
I will be graduating when I am 26 (will turn 27 years old a couple of months later) from the London School of Economics in the UK. I was wondering if a high GMAT (that I would complete after my first year at that University) w/could help me gain an interview. I will be completing the IMC this summer...
Should I try to quit my weird gig for an equity research associate position? How competitive am I?
Title asks the questions. Thoughts are appreciated. Details on my background: -Graduated 2012, little-known midwestern private school. Full ride scholarship, summa cum laude, math & econ major. -Worked at mutual fund company you would recognize for 18 months, quantitative investing / risk work....
financial modeling project
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 someone like this, whether on this site or...
Working hours for covering European equities in London
I wanted to see if anyone had any input on this: I'm interviewing soon for an ER position that is meant to cover European equities from London. I've heard that generally the ER people try to get in a bit before the markets open so as to brief the traders/sales people. Taking into consideration the...
Associate, Switching Analyst
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 and I am seriously contemplating switching...
Webinar Rewind - Stock Pitching in an Interview + Q&A
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 A 1-HOUR MENTOR SESSION WITH TOM And, as always, if you want to...
Networking - Cold Email?
What's the best way to network into ER ? I've found many materials targeted towards networking into investment banking but have found few specific to equity research . Is the process still the same? Find email addresses and cold email with the goal of setting up a phone chat/coffee? Is there...
Earnings call questions
Been listening to quite a few earnings calls as of late, is there a requirement for analysts to ask questions?
Merging macro views and industry/competitive analysis into valuation/accounting assumptions
brief introduction: I have become more and more accustomed to translate observations about the competitive strategy as well as the general demand/supply/new trends of the underlying industry into both accounting assumptions (revenue/COGS/D&A/Capex/etc) and valuation matters (risk/multiple...
How to follow up after equity research interview
I interviewed a well-known boutique equity research firm in New York 2 weeks ago. I was interviewed by research head and an research analyst. I think I did good on technical questions and introducing my qualifications. I completed their test, which is writing a earning note and updating financial...
Post-MBA ER comp?
Banking comp is pretty standard, but i've heard a lot of different numbers for post-mba ER associate comp. Is a signing bonus typical or does it depend on the shop? What are some of the numbers like?
M&A TS New York or CF London (both big 4)
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 count towards CFA® experience? Thank you!
What Else Can I Do
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 and needs to hire a research associate, but...
Need Career Advice, please help!
Hey guys, I'm new to the WSO community but I just want to say it's been a super helpful resource. Anyway, I wanted to get opinions on which career path I should take. Just a little background on myself- I went to a nationally ranked high school and did well. I'm now top 10% (3.8 GPA) of my class...
Equity Research - Jefferies/William Blair/Guggenheim
Which firm is better for a junior position? Would appreciate insights on brand name, quality of research, exit to BB or buy-side research, pay, culture, upper management, etc. Thank you all!
How much does size of coverage universe and size of team matter?
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? Or does it just mean that some industries simply...
Quadrant Skew Capital Equity Research Program
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 for those seeking to learn/grow financial...
Equity research reports - BB technology TMT industry reports
msg me if you would like copies - comprehensive industry reports - full length
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