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Quit full time job for unpaid internship?
Purely hypothetical at this point. Here's my situation: I'm currently working full time at a glorified back office job that offers little room for growth and certainly not a path to get me to where I ultimately want to be (that would be buy side equity research). I only accepted this offer because I...
Do ER analysts ever chat with traders about their stocks?
Are traders a good source of information or are traders looking for info from the analyst?
Motley Fool?
I did a search before and didn't find much on Motley Fool...wanted to hear people's opinion on the company for a summer internship and how other banks might view an internship here. Now, before most of you start trashing the company I really want an objective perspective because I feel like most of...
Fork In the Road: Finance or Startup
Sorry for the long post. Big decision. Any input would be appreciated.
Moving into Equity Research
I am going to try to keep this short . I just finished the CPA exam, and will start a big 4 gig in audit this summer (NYC). I want to be in equity research in the next few years (does not have to be a BB , I just want to break into the industry). I am considering focusing on the GMAT(for a top MBA)...
Blowing Up Your Client
I'm fairly new to the world of sell side research (less than 5 years as an analyst), and I had my first major blow up in 2012. Wanted to walk through the perspective from the sell-side. Background I have a pretty good read on one of my companies and have been able to call it long or short for...
Research Report Layout Design
I would like to ask which program do you guys use for designing the report layout. Thanks!
Internship help - Interested in ER
I am seeking the advice of WSO here on my internship search. I am interested in an equity research career, and as most analysts on this board, they likely started out with an internship somewhere. Likewise, in looking to start my career, I am looking at internship possibilities, and in doing so, I...
Are there any Chart-ists out there?
I saw an article on b-berg about the market bump after the so called "fiscal cliff deal" was passed. They were wondering if the nearly 2% raise yesterday was a "dead cat bump." I remember from reading Random Walk, that this was a term coined by chartists. I then remembered the book tearing appart...
CS Equity Research posted on TD Ameritrade retail brokerage accounts
Does anyone know if this is the same ER that goes to institutional investors? Or is this just a digest of the bare thesis that CS sells to TD Ameritrade?
Equity Research - A Project during the interview
Hi Guys, I got a call from the company that I had an phone interview. I was selected for the second round interview and the person I talked told me that there would be a project on the second round. I don't have any interview experience in Equity Research and just curious what would be the project...
Seriously, what does a person need to do to get FT offers in this market?!!
Won't waste time whining; here's the lowdown: -- Semi-target, 3.3 GPA double major in Finance/Economics, graduating this May -- Sent resumes to 80+ firms, including all BBs / MMs /elite boutiques along with a ton of local boutiques. -- Have gotten ~15 first-rounds (mainly MMs and elite boutiques;...
Modeling retailers?
Hey guys, I have a question on modeling retailers. Say you're looking at a company that is expected to generate a 5% same store sales number next year. Would Year T+1 Revenue = [(Stores open at T - Expected Closures)*(Sales/Store)*(1 + Expected Same Store Sales change)] + [Store Closures * Partial...
Advice request for a brand new ER candidate
Hi, I have a great question for experienced Equity Researchers... I live in Chicago, but I'm open for relocation. I am originally (B.Sc.) from molecular biology and genetics, I have done my M.Sc. in molecular genetics of human cancer, I have finished my Ph.D. in biochemistry in 2011. This fall...
Mutual Fund: A day in the life.
Hey all, WSO has given me a lot of information about the Hedge fund, Investment banking, Private equity, and Venture Capital industries. WSO actually help me get an internship of my dreams as a freshman (VC fund in SF) . I cannot seem to find much about Mutual Fund things here. 1) what is the path...
Where do you see the equity research industry going?
Moderator Note (Andy): Best of WSO - this post originally went up January 2008 and we thought it deserved to go back on the homepage for those who may have never seen it. I was just talking with an II-ranked independent research analyst. She was really surprised when I told her that I was...
ER layoffs and expectations
Recently heard from someone in the know that all in comp in ER / S&T is expected to be down 10-20% this year at my firm (big MM). This is a tough pill to swallow but I guess to be expected with poor volumes. Moreover, 2 senior associates have recently been laid off for dubious reasons. I'm starting...
Revenue and Cost Schedules
Are revenue and cost schedule breakdowns educated guesses or has this information, which is not included in 10 K's, been acquired directly from the company's management?
Goldman Sachs Global Investment Research Interview
Hi all, I have an interview with GS global investment research group this week. I'm interviewing for their portfolio and strategy team. Any advice on how to prepare. I figured we will probably cover current economic conditions, trends, stock pitch, fit questions. Also, if anyone has interviewed...
Macquarie ER (maybe) vs Citi ER in Buffalo
So before I had an offer from both firms for ER . Now i have found out I will have to have Macquarie put on the backburner and reapply for positions in 3-6 months (internal movement conflict) but no guarantee of a spot or a spot even being open. So do I take the Citi ER job in Buffalo and hope I can...
ER Sector Pigeon Hole
Hey guys, we know certain sectors/groups can pigeon hole in IDB but does that relate to ER as well? Does Electric Utilities Equity Research pigeon hole for exit opps out of ER? Do hedge funds (and already a long shot PE firms) look down on the unique valuation required when looking at energy as...
Best Practices for Equity Research Analysts by Valentine
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)
Resume for equity research/HF
My story, the short version: I graduated in 2009 and was seeking an equity research position, and wasn't able to land one. I eventually picked up a job as a retail financial advisor at a local/regional boutique firm to pay the bills, and now I actually do more of the analytical work for them,...
Life of a Sell-Side Analyst: Finding Your Style (Value-Add)
I'm a sell-side analyst at a solid mid-market shop. I've been in my current senior analyst role for a relatively short time (
"Tell me where you think the market is going?"
Sorry if I sound a touch incoherent - bad fever right now. For all my studying, the question that really scares me is "tell me where you think the market is going?" My honest answer is "please, I'm interviewing to be an analyst. Anything I say, no matter how confidently, is probably really stupid...
Question for Publishing Analysts
What are the most important characteristics for an Associate to have? Assuming everyone knows the basic 3-statement analysis and basic valuation DCF , comps , etc... What else is critical for the Associate to bring to the table? Thanks
jpm london 1st round st r technical interview
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Learning how to write research
How long does it take an ER Associate to become good at actually writing updates and reports? i.e. to learn what meat needs to go into the research as opposed to just regurgitating earnings or drawing projections off of a model? One Associate told me they worked on a 100 page report for their...
SCB Quant Research - Shed some light
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 team. I am not familiar with this team and I have yet to...
SCB Quant Research - Second round
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 team. I am not familiar with this team and I have yet to...
Where can I find a database of equity research firms?
The Wall Street Oasis Company Database includes thousands of financial firms, including equity research firms. This database allows you to filter and search by zip code, industry and keyword. Included in the database are thousands of compensation data points as well as company reviews and interview...
What should I read if I am interested in equity research?
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 Practices
Where can I find some of the best discussions on equity research?
Click here for our Equity Research forums . It is where we discuss the industry as well as different firms and groups. These are a collection of some of the best discussions created for and replied to by members of the WSO community on the topic of equity research . Keep in mind this is by no means...
What is equity research?
Click here for our Equity Research forums . It is where we discuss the industry as well as different firms and groups.
Transitioning from financial advisory to ER
My story: I graduated May 2009 from a target with an economics major, and my initial goal was to get into equity research and ultimately use that experience to make the jump to a hedge fund or the Asset Management space. Unfortunately, the short story is I wasn't able to get a position so I...
Analyst Gets Owned at his own Conference
How normal is this? lol I just read this and a lot of people get calls wrong, but for this one to get called out and not much of a response makes me wonder what's going on behind the scenes. For a good laugh. Vertex - Morgan Stanley The head of Vertex Pharmaceuticals Inc. (VRTX) used an appearance...
DCM vs. Equity Research
Hey Everyone, which division would you prefer, and why? I see limited exit opportunities at (investment grade) DCM , but job stability as some institutions are always issuing bonds (banks, governments). ER seems much harder to break in, but offers more exit opps (especially buy side). How stable are...
Transitioning to Research - Advice Needed
I'm currently a DCM analyst at a BB and I'd like to transition into buyside research. I don't know anyone in research so I was hoping to get some guidance through this forum. Does anyone have advice on what I should try to highlight in my resume? Any thoughts on how difficult the transition will be...
Most lucrative financial sales sector
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 promises (what can I say..I was young and...
The Financial Investigator
http://www.thefinancialinvestigator.com/?page_id=9 http://www.thefinancialinvestigator.com/ Anyone ever check this site out? It's pretty bad-ass. Reminded me of Muddy Waters. Haven't read through the entire thing, but it seemed really interesting at first glance so I figured I'd share.
ER for scientists with little finance experience
Hello everyone, I know it is a bit intrusive to start out in a forum by posing a question, but I thought there is no place better to get some of the answers I seek.
Equity Research Sales at BB
Hi all, Just want quick clarification on what the role in the title does day to day. From my understanding they express the firm's views and ideas (from research) to PM's and other people on the buy side with the view to make them trade through the firm as well as subscribe to research? Any...
Advice needed - independent ER shop vs bigger brand name!
Hi guys, I have been offered an interview at an independent sell-side ER shop. I currently work at a ratings agency and really want to break into ER so I am quite excited about this opportunity. What are the exit ops like from an independent shop relative to a BB with a brokerage unit? I would like...
Advice for a Senior Undergrad
Hey WSO , I'm new to the site, but I've learned a lot already, so thanks for the great help. I'm a rising senior majoring in Finance and minoring in Accounting at a semi-target. I have a low cumulative GPA (3.23) but Major GPA is 3.67 I'm interning this summer at a F500 in the finance divison, but...
Equity Research or Asset Management (Investment Management)
From what I understand, both roles can end up doing similar types of work when you first start. I was wondering which career is 'better', ER or Investment Management. In terms of salary, I believe they start off equal at a BB . How does the salary progression compare later on? Can you provide actual...
ER Admin Assistant
I realize that these jobs are glorified secretaries for the most part, but are some lying when they say you will help with gathering research and once in a while brainstorm ideas? Would this help at all if one had no experience, or should I stick to trying to find something more solid?
E&C ER Reports
Does anyone have an ER report for E&C sector? KBR? JEC? CBI?
EVA models used in equity research?
Does anyone or has anyone ever seen anyone use EVA or residual income models in equity research , either sell or buy side? I am curious if these models are just for show in textbooks or if they are used in reality. I like the concept of it but not sure if it is used given the use of DCF and...
Alleghany Capital Partners?
Does anyone have any incite on this company? They're a subsidiary of Alleghany Corp, which is involved in property and casualty insurance. They're similar to a Berkshire Hathaway (in that they look for long term buy and hold investments) but much smaller, and the job would entail doing equity...
The Plague of Low Trading Volumes in 2012
Every few months at sell-side firms, management host gatherings where they update employees on the current business environment and how their firms (along with competitors) are doing. A common phrase for this is "townhall", where a short presentation is given followed be a general Q&A. We just had...
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