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Equity Sales vs Asset Management Sales
Wondering how people feel about pursuing equity sales/research sales at a bank vs asset management sales focusing on alts and other funds? Would pursuing an equity sales role be a mistake with all the talk about technology playing into the space becoming obsolete? Is there the same money potential...
Pivoting from ER to Spec Sales
The Basics I previously worked on the buy-side for 5 years as a generalist Did my MBA at a target school in London Pivoted to ER at a boutique shop (Bernstein, Redburn, Exane etc) The Dilemma I have been in my new role for 6 months and have an opportunity to move into a spec sales role at a BB...
Equity Exotics Sales: How to do well as an associate?
Landed an associate role after switching to another bank, mainly covering institutional clients. Would love to gather some ideas on how to do well at this level! :) Some questions I currently have are: 1. When flow exotics are quite standardized (e.g. yield enhancements involving embedded short...
ER to ECM or equity sales?
Currently 7 months in ER and have realized that I do want to be a career banker. I picked ER ONLY for the highest amount of Exit opps (and my love for public markets). MD told me that Equity Sales and ECM make more (especially bonus). Hence, I'm looking to change into either ECM or Sales. Now I do...
Eastdil Secured Interview
I've recently been invited for a final round superday with Eastdil Secured. I've been told that the interview will be behavioral fit based with an excel test. I'll be given a case and asked to build an income statement, amortization schedule, and provide valuation metrics. I've got a pretty good...
Best S&T Learning Opps
I'd like to find a brokerage where I can really learn. I am not asking or expecting BB or anything of the like (although that would be nice). Out of college I worked at a small research firm until a business opportunity presented itself and I took it, but am now in the process of selling that...
Equity Sales Interview Coming Up
Hi everyone, At the end of next week I'm interviewing for a Equity Sales job for a top tier investment bank in Europe (not BB though). I am desperately looking for any advice to be fully prepared when the interview comes around. I am a non-target with an average GPA so chances like this does not...
Interview for Evercore S&T ER Sales Summer analyst 2018 Please Help
I just got a interview for Evercore ISI equity research sales, can someone shed some light on it. What should I expect at the interview?
I am a recruiter and I will try to help
Hi guys! I am a recruiter based in NYC . My firm is currently looking for junior institutional equity salesmen as well as data salesmen. I would love to get to talk to anyone or give any advice I can. Please do not hesitate to message me with any questions.
Conversation with an Equities Sales Trader
Update: I was speaking to a guy in Australia on the cash equities desk at a BB. Just edited the post for the US/global audience, cut out slangs about kangaroos and shit. Hey guys, I think it's about time to post something since I have been a member for couple years now. The following is from my blog...
FBR - Equity Sales Candidate
Safe to say that most mid-tier brokerages are and will continue to struggle. With that being said, I still believe one can do well if they are in the right seat. Anywho, FBR - a friend has an upcoming "super day." He is a junior currently (3 years) and is looking for the next step. What can he...
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...
Advice / Tips On Preparing For FT Fixed Income / Equity Sales (S&T) Recruitment Over Summer
Didn't manage to land an SA gig in S&T ... Gonna bust my ass in preparing for the FT round over summer. I understand that it's a lot more difficult to land an FT gig with no prior experience, but I won't let these statistics stop me from trying. Could any insiders shed some light on how I should...
Barclays v. RBC for SA S&T
Received summer offers to both Barclays and RBC in NYC for Sales and Trading. Thoughts on each firm? Looking for somewhere I would be able to grow most quickly and learn the ins and outs of the business best.
2016 S&T FT
Hi everyone, would really appreciate your input in this. Currently a junior in college, tried securing an SA in S&T for summer but didn't get any offers in the end. Is it still possible that I get a FT through intense networking this summer / early next semester? I understand that they hire most of...
Incoming Equity Sales Analyst - Advice?
First time poster - thanks to all for the solid advice on this site. I'll be starting as an equity sales analyst in the next few weeks and am wondering what kind of preparation I can do with my free time? Only graduated recently so have no experience in the field. Anything from Excel to research...
FT Decision: Concerns over SnT Exit Opps
I interned at a major BB this summer and have a FT offer in equity sales. I'm not sure if I want to stay in Finance for the long run... would definitely want to transition out to bschool after a couple of years if I took the role. Personally, I do not mind taking a minor pay cut between industries....
Boutique vs. Full Service: Where Do We Draw The Line?
Many of you may have noticed that boutique investment bank Evercore Partners officially agreed to acquire ISI International Strategy & Investment. The acquisition will greatly expand its research and S&T capabilities and was likely justified on the grounds that it would help drive deal flow in their...
List of Broker/Dealers in CT?
I will be continuing my education near Fairfield, CT this upcoming fall and I was wondering if anyone knew of any broker/dealers with a particularly renowned trading department. I am interested in sales & trading and would love to know if anyone knew any great firms to look for an internshio?
Moving from institutional equity sales to trading?
Hi all, First and foremost - apologies for the rather basic question. I've scoured the forums online and I found it difficult to come across my query regarding S&T and was hoping someone could drop some insight. I've completed a year as an IBD analyst and realised it was not for me. I started...
Question about the SALES side of Securities departmens
I have a question for the people who are in their first 1-5 years at a bulge bracket bank. 1. Given the reputation and natural deal flow, what percentage of your time is spent initiating brand new relationships? What percentage is spent maintaining existing relationships? I can't tell if it's up to...
Seeking Advice to put myself ahead in Equity Sales at Boutique Investment Bank
Hows it going everybody? I will be starting in equity sales at a boutique bank in June. I was wondering what you gorillas would recommend I should do before starting to put myself ahead/look proactive. Already have looked at our ER reports on the industry we cover and plan on reading over them in...
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...
What would you like to know about Equity Sales / Research?
Hi Guys - I'm working on a blog (or maybe ebook) to give junior staff and interns an idea of what it's REALLY like to work in the equities sell-side business at a BB .
Hedge Fund Exit Opportunity
I've got an offer to start off at a $100M hedge fund out of undergrad. What are some exit opportunities for a hedge fund? What are your thoughts on being stuck on the buy-side for the rest of my career after starting at a HF ?
first year in sales.. feel like my career is going no where. really need advice
it's been a few months since I started at a lower-tier BB as a FT sales analyst. i was placed at an equity derivatives retail desk with no rotation. given that our end clients are in the retail space, I pretty much deal with all kinds of random people/queries on a daily basis... i have to admit i...
Sales Questions/Concerns
I have been digging quite extensively regarding a career in sales. As interested as I am in the field of sales, I still have a few concerns before committing myself. I have yet to find sufficient information regarding the following areas listed below (some Q's may be unanswerable). But, if you have...
Sales or sales trading?
Hey guys, I know there has been a bit written about this in the past but there is nothing that fulfills what I'm looking for... I was just wondering about the differences between a normal sales (say equity sales) person and a sales-trader... Are there big differences in terms of exit opportunities,...
Compensation for Equity Sales
Hi all, First time poster. I have a series of quick questions on how equity sales are comped , as I'm looking into this space. Any help is much appreciated! I do know answers/markets etc. can vary, just was hoping for best guesses, or real-life realities.... 1) Avg BASE salary for a 1st year...
What do you do as: Equity Sales Summer Analyst?
As a Equity Sales Summer Analyst what exactly do they have you do? What are your daily roles/tasks, what are the hours like etc. I would appreciate advice from anyone with experience as a Summer Analyst in Equity Sales. Thank you-
What to prepare to impress the sales team at the interview?
I came across an opportunity to sell the equity at the broker who is my potential client for my current company . He thought that I will be great to be their sales and is convinced that I have substantial financial knowledge. (probably because of the school I went to) I plan to pick up the industry...
Equity Sector Sales
What do equity sector salespeople do? How different is it than equity research sales? Good job? Pay? Any sense of whether someone with an equity research background would be valued in such a role? Thanks.
equity sales vs. ibd experience
i have a full-time ibd offer in a good group at a good BB , but have also been looking into different things that may offer better lifestyle / proximity to my significant other. Can anyone speak as to equity sales vs. ibd in terms of lifestyle / day to day work experience (i summered in IBD so...
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