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Exit Opp Recruiting While in Equity Research
Hi guys, So I'll be joining a BB ER firm after I graduate and my goal is to eventually jump to a hedge fund. I know that ER folks tend to get recruited by the clients they work with so there isn't an immediate rush to recruit for exit opps like banking does, but is it worthwhile to try and get on...
29 year old in Operations trying to break into Finance. Help
Hi, I'm 29 years old working at a tier 1 in New York in Operations. I'm seeking advice on how I should try to transition into working into the Finance department or financial department in another firm. I have a BS in Finance from a non-target, and only held odd jobs for ~5 years out of college. It...
Anybody willing to help?
Hi Monkeys, Need some help. Currently doing a project for my school and would like to have a equity research report for Darden Restaurants, ticker DRI. If anybody can help please let me know. Thanks in advance,
More Than One Way to Skin a Cat?
No, this is not a topic on various sadistic inclinations that some fellow finance professionals might have. I simply wanted to learn what is your "favorite" piece of analysis when looking at a company's equity (or any other part of the capital structure for that matter) - it can be anything from a...
Know I'm about to get fired.. help pls
Posting from a new account for anonymity.. I'm a year and a half out of college at a mid-sized firm in equity research and I 've found out through very reliable (confidential) sources that I'm about to get the ax in the next week or two dependant on factors that are up in the air. There may also be...
Excel Modeling Test for Interview
So, I just had a second round interview for a research associate role and then was given a modeling test. I was told to fix three errors in the forecasting period of the IS. At first glance I see four errors in the forecasting periods for Gross Profit as it does not incorporate all 4Qs in FY 2016....
RWA for banks: how to model them
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 (covering banks) told me that even if they are...
why so little macro on the due diligence for equity research?
the title is pretty straightforward. I am wondering why such little attention is devoted to the classic "bigger picture", aka macroeconomics on a regional / zone / global scale as opposed to the in depth diligence on all the things relating to the industry (sector demand/supply, competitive...
Equity Research Bonuses - 2015
I've seen these start to pop up for IBD , S&T and others but nothing specifically for ER yet. I found these threads very helpful in the past and think it will be good to see how total comp stacks up this year with the base increase compared to years past. Let's have a basic format to go by (no need...
Need Equity Research Report Sample
Hey all, I was talking to a equity researcher sell side( C.L King and Associate) . He suggested that the best way to impress ER analyst is to build a pitchbook/ Equity research report and present it along with cover letter. I would appreciate if if somebody could share any sample report and suggest...
"Sector Specialist vs. Investment Analyst"
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 role as I would be reporting to a few different PMs, but the job...
Institutional ownership: does a move to a lower market cap trigger a sell-off by institutions?
Hello WSO community, I am looking at a great GARP stock that due to the poor short-term performance & guidance and overall market turbulence moved down a notch below $1B market cap. From what I was told, institutional investors, especially big mutual funds, don't normally invest in small cap stocks...
Research Internship Advice
I received a general Research offer a few weeks ago (will figure out if it is for equity or credit when the internship begins along with the sector...), but I was wondering of some of the responsibilities of interns in Research. I've heard a lot of an intern's performance is based on his or her...
Equity Research (Retail) --> Venture Capital
Hey all-- This site has led me along my path since coming out of college, and for that I am extremely grateful. I never had much direction coming out of school (non-target), but knew I liked the markets and knew that I wanted to make money, so with a lot of ups and downs I've successfully been in...
Reporting on Risks
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 the information themselves.
Obvious Investment Opportunities Like Thrift/Community Banks?
Hi everyone, Since working for this small-cap equity research shop , I've been fascinated with thrift/community banks, particularly ones that have gone through conversions. The value proposition behind them seems so obvious (many trade below tangible BV) and they're often underfollowed. Does anyone...
Resident physician resume help: please critique
I am a resident physician interested in transitioning into equity research career. Please critique.
Webinar Rewind - My Experience with Equity Research + Q&A
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 session with Sid? Click below: SIGN UP WITH...
Back-up for equity research
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 I get lucky. I send out about 10 emails a day and it seems...
Investment Banking to Equity Research
Has anyone on here made the move from investment banking to equity research, specifically within BB? Why did you make the move and was it the right move? What was the process like?
What can I do to prepare for a career in Equity Research?
I am an undergraduate Finance student who will graduate in May 2017 at a non-target school (University of Utah) with few ER analyst alumni outside of Goldman(where I do not want to work). I am looking to go into equity research and want some advise on what I can do to prepare. I'm hoping to get an...
Idea Generation vs Coverage Universe Research
Hi, I'm currently a senior in college and had some questions about Asset Management . It seems that many buy-side equity research roles are similar to the sell-side in that you continue to cover a universe of stocks in your industry. However, it also seems that some firms do not have analysts that...
How to Choose Your Senior Analyst
Hey guys, I'll be entering equity research for full-time soon as a generalist and I'll have the option to rank my preferences in what analyst I want to work under. Personally, I want an experience in which I can learn the most from, specifically regarding modeling and value-add...
Fidelity - P Test Preparation
Hi guys I've been shadowing WSO for a long time and this is my first post. Really amazed with the insights available on this forum. I'm a junior who just got notification of advancement to Fidelity's P Test, for the Summer Equity Research Internship. As I've never done an equity research interview /...
Order of Positions on ER?
What is the order of ER levels? I understand there are Associate, Junior, and Senior analysts, but I am confused whether Associate comes before Junior, or vice-versa. If I've just completed my undergrad, would I be seeking an Associate position, then move up to Junior, then Senior?
Best/Underserved Industry to Follow
Hey Guys, Before I begin, I FULLY UNDERSTAND that industries are picked based on need of the ER division/whatever field interests you the most. However,I was wondering for someone looking to break in, what would be better: 1. Cover a hot industry like Tech and Media 2. Cover an underserved industry...
Regional Equity Research vs. MM Project Finance
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 regional bank for their equity research group. I...
GS or JPM Equity Research? Details posted below
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Who are all the "dumb" investors/analysts?
Being in B School I get to hear from lots of successful investors, guest speakers, and current/former professionals teaching classes. There is a common refrain that gets repeated in different formats by lots of people. Its often talking disparagingly about sell-side analysts but also referring to...
Signing up for the CFA® , should I use Schweser or AnalystNotes?
Hey guys, I'm trying to get into equity research and heard from an exec that one of the best ways to do this is to take and pass the CFA® tests. I'm about to sign up for the CFA® level 1 and I would like to buy some study materials. In comparing, I've come across Schweser and AnalystNotes....
How to find the coverage of a specific Equity Research analyst ?
I'm trying to break into equity research and just started networking on LinkedIn. I would like to find the research reports of the people I'm contacting so I can ask more specific and in-depth questions. Some people list their sector and coverage on LinkedIn but some don't. I was wondering if there...
Equity Research to Corp Dev - Is it possible to make this switch?
After working as an equity research associate for a couple of years, is it possible to exit into a corp development role at one of the companies in your coverage universe? Is it a viable exit strategy for someone in ER?
How can I break in as a ER Associate post-MBA?
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 time MBA and want to make a career change to ER associate...
Bloomberg Equity Research Questions
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:...
Full-Time Offers Goldman Sachs and Middle Market
Have a full-time offer for the analyst research training program (ART) in Salt Lake City (2-year program with option to continue after two years if perform well) and a few offers at middle market firms for equity research as well. Any tips on what I should choose?
New Credit Suisse CEO effects on equity research? (and IB as a whole)
Hi guys, As many of you may know, Credit Suisse 's CEO Brady Dougan is being replaced by Tidjane Thiam in June, and many analysts are speculating that Thiam will downsize the securities and investment banking arms by as much as 3,000 positions in 2015. Do you guys think CS will go the same way as...
Trade Credit Insurance to buy side research or PM
Hey guys. So theres an opportunity for me to intern and do some rotation at Euler Hermies (trade credit insurance) and hopefully impress them enough to land a full time position. My aim is to eventually move from there into equity research at an Asset Management firm. What would be the best...
Equity research networking, healthcare and pharma
What venues or events can you go to network with equity research in healthcare, pharmaceuticals?
Euler Hermies for equity research or PM?
Hey guys. So theres an opportunity for me to intern and do some rotation at Euler Hermies and hopefully impress them enough to land a full time position. My aim is to eventually move from there into equity research at an Asset Management firm. What would be the best departments to work in at Euler...
Discrepancy Between IB and ER Demand
Hey guys, I have a question regarding the exit opps and main differences of IB and ER since I was recently contacted for an ER " superday ". So generally IB is better compensated and more prestigious than ER , and seems to be a much more competitive space with a higher quality of candidates....
F100 FP&A to Equity Research post MBA
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, Booth, Columbia, NYU) next fall (will have roughly 4...
Breaking in to ER, US grad studying in European masters. London or NY?
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 when I ran into some major delays with my green...
Anybody in ER in NYC want a free lunch? Looking to network.
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 transports or A&D industries. I have a BS and MS...
Chances at ER Associate
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 you to weigh the two options. I'm 23, doing a...
Need to Interview someone that is in/was in ER for College Paper
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 been assigned this work but I'm hoping to get it done...
Telsey Advisory Email Format
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.
Trading Multiples
I was wondering why it is BETTER for a company's multiple such as EV / EBITDA to become lower as time goes on? How does this show good value per say? Isn't this a skewed thing to say because a company can also grow its enterprise value at the same time as growing EBITDA too no? What if they buy a...
Eaton Vance ER Interview?
Title pretty much says it. I have an upcoming interview with Eaton Vance for full-time ER and was curious if anyone has interviewed with them. WSO Company Database was pretty weak on EV . Posting in Asset Management because it is buyside.
Equity Research Bonuses - 2014
These types of data gathering threads are pretty helpful to everyone involved. Just wanted to get a sense of how bonuses and comp is panning out this year. Good format would be - BANK (BB/MM) / POSITION (Years experience) / BASE / BONUS / LOCATION (ex: NYC)
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...
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