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Learn Equity Research in 2 days
Hi, I'm an actuarial analyst who somehow landed an ER intern interview at a bank. I don't know anything (how to do DCF, sensitivity analysis etc). I have a very basic understand of finance and economics that I picked up as part of my actuarial education. Is there some guide / course and resources...
Lateralling to IB from ER
Hey guys, Long time lurker here (thank you to this forum for the career in finance) looking for some advice. I am a top-performing ER associate on a #1 II ranked team in the broader CME sector (not going to be more specific than that) with 2 years of experience looking to move IMMEDIATELY to banking...
How much did I fuck myself with this one email?
Safe to say I just made the worst typo ever in wso history. I've been recruiting for a few opportunities right now and finished a great interview today for Job A. Was told I would be moving to the final round. After I finished, I also wanted to follow up with Job B. I responded to a previous email...
Description of ER experience on CV
Hi WSO, I'm a first year and applying to spring weeks. I'm asking for advice on ways to best describe my ER experience on the CV. Apart from outlining tasks (market research, fundamental analyses, and assisting with investment ideas), are there better ways to better highlight my experience? There...
What are some good resources for equity research?
I am interning at a hedge fund and want to put together a professional looking report for a company. I am doing it remotely so I only have access to Capital IQ at my school. I am going all out for this because I want an offer. I want to include economic forecasting and everything else a traditional...
AM/HF Equity Research Intern Interview
What's up monkeys, I've got an interview coming up for a pretty well respected AM that offers some PWM and HF services as well. It's my first interview for a proper capital markets role, but I've done some interviews for other finance/business internships and I feel decently confident about my...
BMO Equity Research Associate - US REIT 48hr test
Have an upcoming test for BMO Equity Research Associate - US REIT. They will give 48hrs to complete the test. Any insight on the format of the test? Any advice or experience sharing would be appreciated!
Wealth Management to Equity Research?
Hey wallstreetoasis, My goal is to break into Equity Research but there aren't many alumni from my school in that field. However, there is an alumni who is very successful in Wealth Management at a reputable firm. I have an informal interview with them soon. Should I be forthcoming about my...
Wealth Management to Equity Research
Hey y'all, Thanks for taking the time to view this post. I was wondering how a Wealth Management Analyst (at JP Morgan for example) can pivot to Equity Research. What would you need to do? When should you do it? How do you position yourself the best way possible etc.? Thank you
Equity Research Interview Prep?
Hi, Got a few interviews coming up for ER roles and wanted to know the best guides/resources to use to prep? Thank you.
Don't kill me, but...
I know this will likely catch a lot of flack, but I'm really interested in ESG research positions. Wondered if anyone here jumped from IB, ER, consulting, or a similar role to an impact fund or an organization/tech firm doing ESG research + investing. Feels like a natural, more intellectually...
FT 2022 EQUITY RESEARCH SALARIES, ADVICE
for all the FT22's getting into the thick of offer letter season, let's give advice on starting salary/bonus figures. What should they be looking for? How low is too low, what looks like a great deal? Let's discuss! (ideally NYC / high COL figures).
Best word plugins to use for equity research?
So, I got an internship working at a small hedge fund as an equity analyst. It's pretty independent, but I want to take it seriously so I can pivot to a top bank after graduation. What word plugins would you recommend that are within reach (
Top ranked team at BB versus well respected boutiques
How should one think about differences in trajectory, comp, buyside opps, etc. at a consistently top 3 ranked team at a BB versus an analyst at a well respected independent shop that is not as highly ranked / established (e.g., Bernstein, Wolfe, New Street, Moffett, etc.)? I know that the BB role...
Does your company give you a budget to subscribe to newsletters/substacks?
Hey, if you're in equity research or an analyst at a discretionary hedge fund do you have a budget to subscribe to newsletters and substacks with corporate money? Stuff like jonahlupton on substack or mbi-deepdives for $10 to $100/month each?
Does your company give you a budget for newsletter subscriptions?
Hey, if you're in equity research or an analyst at a discretionary hedge fund do you have a budget to subscribe to newsletters and substacks with corporate money? Stuff like jonahlupton on substack or mbi-deepdives for $10 to $100/month each?
Recruiting time-lines (undergrad and MBA)
Hello all, I was wondering what the recruiting timelines were for equity research this year. Thank you!
financial modeling test for ER role
I have a 4-hr long test for an ER associate role coming up. It has both financial modeling and writing component. I have read a few older threads on this topic, but I cannot find an answer to my questions. so I'm trying to ask if anyone can help me to give some insights about the following: 1)...
Just got invited to take SIG's Capital Markets 2022 assessment
I'm not a finance major, but just finished the entire for dummies book of the SIE and read investment articles every now and then. That makes me a bit behind the curve, but I learn fast. Any tips on what I should know or from anyone who has taken it?
PE secondaries/FOF or sell-side ER
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Buy Side Equity Research Associate Comp
Hi, looking for any input on what a buyside equity research associate comp looks like straight from undergrad at Fidelity/Blackrock/T Rowe/Wellington? Looking online there is a wide range of figures. Any input on promotion structure would also be great. Thanks!
Morgan Stanley best analysts ? (London)
Hello, I have an interview tomorrow with Morgan Stanley ER representatives and it's very likely that i'll be asked which sector I want to join. I have interests in tech but do you have any insights about specific teams ? Thanks
total compensation for an entry level Equity Research analyst?
Hey guys i was wondering what to expect when it comes to compensation in equity research. Are entry level analysts payed the same as IB analysts? how much could i expect from working at a BB? do you make more on the buy side or sell side? thanks
London ER SA 2022 Megathread
Hi guys, just wanted to try and get an updated thread for SA 2022's recruiting timeline. Any information is appreciated!
ISO: Equity Research Template
Looking to process a write-up to accompany a model that I built to send to folks in ER as I continue to recruit for FT. If anyone has a template that I could use, it would be much appreciated. If not, I can format from scratch but I figured I would turn to WSO in the meantime. Cheers!
Is my network from last year useless?
I recruited for a small IB boutique shop last year, I want to get into ER to go into an HF long term. Would all the networking with other bankers be useless to reach back out to. I want to re-recruit up to either a larger IB shop or ER, but ER sounds more valuable/enjoyable to me long term if the HF...
What doesn't work in buy-side job search (and how to fix it)
It’s no myth that investment management (the “buy-side”) job openings are scarce and competitions are fierce. Based on interactions I had with aspiring candidates, I felt the need to lay out what doesn’t work. Before I start, I will note two exceptions (that I can think of) to the rule: 1)...
Should I renege a top-tier BB research for another top-tier BB trading?
I have signed an offer for a top tier BB's research division (think GS/JPM/MS) as a lateral hire and my background check was already completed. But I just got this other offer from another top tier BB (GS/ JPM /MS) but it's with their trading division (which I definitely like more and and the role...
Initiating Coverage Reports
Hi all, Curious as to how people without access to BBG/Refinitiv get a hold of initiating coverage research reports. Is it mainly through friends/contacts at IBs? Or is there an affordable subscription service that non-institutional investors can access?
Exit opportunities secondary mortgage market
Hello guys I’m a current Secondary Mortgage Market Analyst (2 years). I graduated from a non-target school and I am currently working on my CFA level 1. What are some exit opportunities for me outside of the mortgage industry? The job is fine but it doesn’t challenge me and I do not feel like...
Chinese Equity for a Beginner
Hey Guys, I'm looking at getting into the Chinese equity markets, because frankly, their economic growth rates make me salivate (18.3% in 2020). Since I'm an absolute rookie, I was wondering what people thought of investing in economies like China, and China itself. Also, I found this site very...
Looking for a fall internship or full time
So I've been working as a middle market IB summer associate and have definitely learned a ton after my first year of my MBA program. It has made me realize that I'm more interested in doing equity research for a life, skill set, general interest, and long term converting to buy side. Any suggestions...
Career Advice: Breaking into GS with an Accounting Background
For most of college I thought I wanted to do accounting as a career. Only had a change of heart recently and got really into finance, now I think my dream job would be working at a hedge fund or a similar business managing investments. I go to school at a non-target, but I learned that some...
Ranking investment research brokers
Hi all, curious to get the forum's opinion on credibility of equity research providers as found on CapIQ Investment Research, ThomsonOne (Refinitiv), AlphaSense, etc. Trying to coach up our analysts on which sources are good, which are bad. Any thoughts? My Top 10 ranking in terms of analysis...
Ranking Investment Research Brokers
Hi all, curious to get the forum's opinion on credibility of equity research providers as found on CapIQ Investment Research, ThomsonOne (Refinitiv), AlphaSense, etc. Trying to coach up our analysts on which sources are good, which are bad. Any thoughts? My Top 10 ranking in terms of analysis...
Non-finance major from non-target trying to break into ER
Hello...I study kinesiology (exercise science) at a great school, but non-target, in the United States. Midway through my college career, I fell in love with investing and realized my major was a massive waste of money. I've always had a love for research and problem-solving and wanted a career that...
One-page report for Equity Research Internship a UBS? (Weird?)
I'm a brazilian Finance Student and I have just applied for an internship at UBS Equity Research Division. In their email response to my CV, they have asked me, along some other things, to "Find Cielo (A brazilian company) Quaterly Results and develop an analysis up to one page". I'm not sure...
ER modeling exam interview with BB next Tuesday (3 hours), looking for some resource guidance
Hello internet friends! Long time lurker, recently made an account as I graciously got a second round at a BB for a modeling exam with a maximum duration of 3 hours. For a lil bit of background, I am a fresh grad interviewing for an associate position with an "intermediate" finance background (ik...
Evercore Equity Research Interviews
I have a first round interview with Evercore's ISI Equity Research division and was just wondering what to expect. Will they ask about a DCF, the 3 financials, and other typical IB technical questions? Thanks!!
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...
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