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2nd round at T-rowe for associate analyst positions
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...
IBD BB DCM or ER Boutique
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 manage money at a HF , hopefully equities...
HELP! Senior College Student from Non-Target
Hey! I'm currently enrolled at a non-target school and graduating this May with a BS in Finance. I have a mediocre cumulative GPA (3.1) and I am expecting to be graduating with a major GPA of 3.3. The reason for the low GPA is due to working jobs like bartending and waiting tables to support myself....
How to enter Equity Research after an MBA if you dont have relevant pre-MBA experience.
I recently completed my MBA in Singapore and want to move into equity research. I just finished my internship on the buyside and it did not convert. I don't have any pre-MBA experience in finance. I am an engineer with major in IT. Now I am looking out to break into this industry. Location is not a...
5th Year Equity Research Associate
Hi all, I've lurked the forums for some time and am just now starting to post. I've worked in Equity Research for about 5 years - 2 years at a BB and 3 years at MM . I'm starting to get the itch to move on to something else, and thought this forum might spark some inspiration. If anyone has any...
First round with Raymond James - insights?
Hey everyone, This came up rather suddenly, but I have a first round over the phone with Raymond James tomorrow out of their Houston office for an associate position. They haven't said which sector it will be for. Does anyone have any insight into the process, what to expect, etc.? Any advice would...
Would Law School in any way add value to a career in equity research?
Assuming cost and time are not factors, would law school (from a good school) add value to the skill set of an equity researcher?
Strategy consulting to equity research
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 consulting I find that the research is one of...
How to prepare for a medical technology ER position ?
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 (consumer technology) How should I be preparing...
Barclays S&T, MS FSE vs. JPM Equity Research
Hi all, I want to to get some suggestions in terms of choosing between these 3 options, all at their New York offices. I am personally fine with doing any, however I want to know which one might be better in terms of its relative strength, and how probable I can land a full time offer. Thanks!
Sanford C Bernstein Interview
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 advice for handling these? Thanks in advance!
Corporate Development/FP&A to Equity Research
So, I'm looking to move into equity research , specifically as part of a healthcare group. A Corp Dev/FP&A analyst role with a healthcare company has been recommended to me by a recruiter. I understand that FP&A can give you a lot of experience in accounting, but how relevant would this be to ER ?...
Susquehanna International Group (SIG) Equity Research Associate First Round Intervire
Hi, I will be having an upcoming phone interview with an HR for this position. I would love to hear any suggestion on how I should prepare for this? From what I understand, there will be brainteasers , probability and stock pitch? ANy take on this? Thank you!
Interview with an Equity Research Associate (Part 2/2)
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] General Advice What is the one...
Interview with an Equity Research Associate (Part 1/2)
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] What is your job title? Equity...
Hello! I'm a liberal arts grad trying to break in
Before I introduce myself, I just wanted to thank everyone for the informative and entertaining content on WSO . I've learned a lot just reading through the posts, especially the success stories of people that match my background. I graduated from a target university (non-Ivy, but very highly...
Interview with a Senior Institutional Research Associate - (Part 2/2)
The following is part two of an interview I did with a Senior Institutional Research Associate See Part 1 Here General Advice What is the one tip you would give to current students (ugrad and/or grad students) to help them succeed? Get better at networking: -Fix your elevator pitch, -Learn to speak...
Interview with a Senior Institutional Research Associate - (Part 1/2)
The following is an interview I did with a Senior Institutional Research Associate, enjoy monkeys! Are you a professional and want to do an interview? Email me at [email protected] What is your job title? Senior Institutional Research Associate What are previous positions you have held and...
Assessment Center Feedback
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). However, one girl I met there told me she got an offer...
Krawcheck: Sell Side ER Best Job Out of College
Many people wonder what is the best Wall Street job right out of college and there's no simple answer to this question. But former Merrill Lynch president Sallie Krawcheck took a swing at it a few days ago on LinkedIn and she raises a lot of good points as to why sell side equity research might be...
How far are your projections and where do you get quality inputs
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 only see earning estimates from reports 1-2 years...
Am I Screwed? - Currently working for a small boutique
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 to start in a back office and work my way up....
Finding ER job as an undergraduate?
Hi, I am an undergrad senior looking for fulltime I am greatly interested in equity research and I have realized that I have two very big problems. One I am an undergrad student and two, I am not fabulous, which makes it worse. What I realized is that it is EXTREMELY hard to find an equity research...
Initiating Report Case Study: Fossil
This is an example of how a buy-side analyst would start coverage on a new name and what an initiating memo might look like. I chose Fossil as part of an investment group with some help from BlackHat and this is the final product. Keep in mind this is not a stock pitch, this is an initiation, so...
Top Ranked Analysts for Auto Sector?
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 some trouble finding who the best teams are. I've...
Where to Find sell side Research Report
Hi, I work for a sell side research firm, does anyone know where one could find good sell side reports for free? (equity, HY , macro, commodities, anything that relates to investment analysis on certain security)
Equity Research Q&A with bearing
Andy note: BIG thanks to bearing for doing the interview with me. bearing is a 3rd year equity research associate and long-time member of WSO. He's been a very helpful member in the forums and was nice enough to answer some questions for those interested in the equity research field. I would first...
Find Equity Research in UK
Hi everyone, So I know that a lot of you in the USA use TD Ameritrade to find Credit Suisse equity research . Where can I find reports in the UK? Which brokerage firms in the UK offer good quality research and require minimal deposit with no added costs? Thanks in advance
Equity Research App Advice
all answered, thanks!
Worth it or Not?
Hi everyone, I've recently been accepted as a junior transfer at Villanova. However, I'm really not sure if Villanova is worth it for going into equity research one day or just entering the financial industry in NYC . I know that Villanova is great with its active alumni network, recruiter base, and...
CPA to ER?
Hey guys, just wanna start off by thanking pretty much everyone on these boards as I have learned so much over the last couple months after I first discovered this website and it has truly sparked my interest in ER As such, I was wondering if anyone knew of any stories/experiences/colleagues or...
Equity Research experience and take away for aspiring monkeys
Thought I’d post some the PM diarrhea I’ve sent to monkeys (who ask intelligent questions). Here we go… I graduated college with an Econ degree from a top 20 school in the US but not an Ivy. Side-note, monkeys get way too hung up on target, semi-target, non-target on this board. In my book,...
Law Undergrad CV
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 free to tear it apart / give constructive...
Chance of Internship?
Hi, I'm a rising sophomore at a semi-target in the north east. I have a 3.5 GPA working towards a finance/history major I have a couple of extracurriculars, but nothing that I'd say is noteworthy. Do I have a chance at getting a sophomore internship in ER at a BB for next summer? Am I much better...
Equity Research Q&A with Flake
Mod (Andy) note: This thread is from December '11, but Flake said he is still up for answering questions, so fire away Given the holiday season, I'm in a relatively good mood and feel the need to give back a little. I've seen a bunch of these "fielding questions" threads and I thought they were...
Using an Ops position to my benefit
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 its in finance. I have other things still in the works...
Asset Management vs. Equity Research
If the ultimate goal is to be a PM, which path should one take when starting right out of undergrad? Post MBA? What are the differences in their career progression? And how do the tasks differ as an entry level employee?
Observations of an Equity Research Associate
This is just one of those threads, where we talk about what the ER industry is like. I'm a first year associate at a BB in ER , and I just finished my 2nd week. I'm working under a group that I really like and I thought I would create this thread to help those out who want to understand the ER...
How To Follow The Markets Like A Pro – For Free!
So you are fascinated by the financial markets and maybe even interested in trading ? Great, but access to information doesn't come cheap and can be a real differentiator. After all, how can you possibly get an edge on what is going on if you don't even have a fraction of the information at your...
Is Equity Research a dying career?
This could be a completely stupid question, so don't hound me to hard, BUT I have read two different forums (threads 1-2 years old) that have stated that Equity Research is on the decline and could be potentially dead in the next 5 years or so? Is there any validity to this? Cheers
Where to find WACC?
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.
What is a manageable amount of coverage for a research associate?
How many stocks is reasonable for an ER associate to cover? I'm currently evaluating an opportunity where I will work for one senior analyst who covers around 16 stocks (large caps) and another analyst junior to him (sort of a VP-level guy) who covers another 8 (small caps). I will be working for...
Research at Financial Data Vendor --> Equity Research
Just landed a research role offer at a financial information provider (an UK firm), mainly covering HF / MF /OTC. So will this position be helpful in making the shift to sell-side few years down the road, and after acquiring the MBA? Thank you. p.s. I just graduated from undergrad. in Nov 2012 and...
With equities at all time highs, how do you stay BUY rated on stocks?
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. How do you address this? Go neutral? Find a...
NYSSA Equity Research Initiation Report
***Please look at the bottom of the post before PM-ing me for materials. Summary: NYSSA IRC as a Stepping Stone in Getting a Job in ER It seems like there are fair amount of people who are interested in Equity Research on this site. There are a lot of good advices being given and having the actual...
Q&A with Flake, “Don’t waste your time and energy in a back office role.”
How do I even begin to introduce Flake ? More than anything else, Flake is really here for our enjoyment. Sure, maybe Flake is not as helpful as the legendary CompBanker, but that does not mean he is undeserving a Q&A. Within our interview, there are some real, solid lessons about the realities of...
Working on the ER Pitch
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 candidates more qualified. Once I'm in the room with someone, I have...
Equity Research Resume Guidelines
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 investments. To have a stronger impressions on...
Fidelity ER Internship First Round
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 have seen a couple of historical posts about...
Buy-Side Options / Low GPA
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 about GPAs? Equity Research, S&T , Private Banking,...
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