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Physician pivoting into ER
I’m a surgery resident at Columbia University pivoting into ER. Completely lost with the process since I convinced myself about it 2 weeks ago. Any advice? Will be happy to connect with anyone around NYC.
A warning to those aiming for Sell Side Equity Research
After spending 2 years in SS ER (BB) I feel like I have a responsibility to let others know the huge pitfalls of starting your career in research. All I'm about to say has been touched on many times on this forum but I thought I'd compile a list to save college kids and folks looking to lateral some...
Is equity research a dying field?
Just talked with a professor who was an MD at an investment bank for 30 years. He said equity research is a dying field. Less and less institutional investors are even buying research and that ER is relying more and more on quant-focused strategies. I would love to hear opinions from people actually...
Non-Target Midwest to ER summer analyst position
Hello, I'm Currently a sophomore at a non-target SEC school. I plan on applying for IB or ER summer 2023 internships in the spring of 2022 when recruiting starts. I wanted to see if I have decent odds of making it in. Here are my credentials by that date Major: Dual Degree in Finance & Banking and...
Buy-side ER Internships: how many ideas do they expect of you?
Hi everyone, as the title suggest my question is this - When you get a buy-side ER internship, does the fund manager (or analyst below him) expect you to actually look in the sector and find investable ideas? Or in reality the interns help with a bit of everything to learn the role better and maybe...
Should I do ER or IB? (student advice)
So I'm not really sure how I should be asking for an industry suggestion since I'm a student, but I've done a fair amount of research on both ER and IB, but I'm not quite sure how I'd fit in so I'd like to hear from people in the industry where they think I belong since you have a fair amount of...
This site has become so pessimistic
I have frequented this site for years and come to realize that many of the members are very pessimistic on the future of Wall Street. Obviously most members are obsessed with IB and PE and I agree that those are probably the most stable places to be long term, but what about other areas of finance?...
Upcoming MM ER Phone Interview for Associate Position - Consumer/Retail
Hey, I have a phone interview this week at a MM for an ER associate position. The call is with an MD/Senior Analyst and wanted to know if there is anything you'd recommend prepping for specifically, or if anyone is in ER or consumer/retail and have any anecdotal advice or have noticed anything...
Keep Dream-Chasing or Network Out of BO? Goal is ER.
I'm a recent finance graduate from a "non-target" with a 4.0 GPA. I've had a WM internship at a BB in NYC and also worked part time at my school's endowment fund doing ER for the portfolio. I was the only person at the WM internship to get a return offer, which I turned down because I knew I wanted...
ER vs TAS
Trying to figure some things out for the long term and would like others input. Currently in ER (Im a CPA), wondering if it would be smart to try and get into TAS at the Big 4. I see it mainly as two paths: (1) stay in ER , most likely start studying for the CFA (2) get into TAS (hopefully M&A), see...
GS GIR - From buyside institutional sales
Applied for the real estate sector junior analyst. Just passed a few round of phone interviews with the division HR, going to the next round with the analysts in two weeks. - What are some tough questions or concerns with my competiency, or background? I'm an associate for institutional sales at a...
ER career paths, an update
I've been reading previous posts on this topic, but I wanted to get an update in the post-Mifi world. Currently, I work at a smaller boutique and have been here a couple of years, but not have received great training. I'm trying to make the jump to bigger firms, and have been getting interviews....
Rip my resume apart. Asking for any and all help/advice! (FT 2019 IBD or ER)
Hi all, I recently got my draft of resume done, and I've seen really great advice on here for others. I'm not the best writer, so I don't know how clear my bullet points are. I would love any feedback specifically to my resume that anyone can offer. Thanks in advance!
How large is the Stifel Consumer ER team?
How large is the Stifel Consumer ER team? I'm filling this section out because I haven't filled the character count. Thank you.
The right time to lateral?
BACKGROUND: I have been at a Credit Rating Agency (Moody's, S&P, Fitch, etc.) for four months. I started straight out of undergrad as an Associate Analyst (comparable to an analyst in IB or associate in ER). I graduated from a small non-target with a 3.9 GPA, Economics and Poli Sci double major, and...
When and How To Exit?
Been in ER for almost 2 years; clearly an excellent opportunity and learned a ton, including numerous certs etc. I've realized I' extremely unhappy on the job, granted I am doing it well and better as time goes on, but I know I would never want my bosses job. I've just had too many conversations and...
Importance of modeling courses (BIWS, WS Prep, etc.) for ER?
answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.answered.
Equity Research Internship Interview
I have a superday coming up for a 2018 equity research internship, and I'm currently preparing my stock pitch. For internship interviews, do they expect us to calculate and perform a valuation for the company we pitch? If so, what model is best (DCF, comparable companies analysis, etc.)?
GS GIR ART Program (ER) in Singapore
Hi guys, anyone know about the ART program for GS GIR in singapore? Read about the ART in SLC, wanted to know if anyone knows about SG as well - comp, hours, lifestyle etc.
Worth going for the CFA® if my goal is VC/startup?
Hello everyone. Ill keep this short and sweet (the goal of Wall St am I right?) - 10 months into an ER job (learning a ton, great job, intense boss though and hours obviously) - Debating taking the CFA®. I have all 4 certs already - If so I would do CFA®1 in June. Debating if its worth it. I love...
What can I do to make my resume stand out?
I am a rising sophomore at a semi-target/target school. Unfortunately, I do not have an internship this summer. So, in an attempt to use my spare time wisely, I've been reading tons of stock trading books, and I've developed a strong interest in equity research and trading. Are there any projects or...
Equity Research training courses?
Could anybody recommend me some equity research training courses? Thank you in advance :)!
What would you do in my position? PMW plan B?
Hi Everyone, I am graduating in June from a non target state school in the Northeast (Big alumni network) and my goal is to become an Equity Research Associate. I have been networking with 35 invidividuals and tracking my efforts through excel, while at the same time working on a sample report that...
Career Opportunities for Finance Undergrad considering Quantitative Finance?
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Advice - BVal vs Audit for ER
Hello Monkeys, I recently received an offer for a boutique IB on the business valuation side. The role includes utilizing DCF and multiples models for fairness opinions, employee stock option plans (ESOP) valuation, purchase price allocation, and goodwill impairment. The bread and butter is 409a...
Boston Sell-side Equity Research
Hey all, I am a second year analyst at a solid middle market bank in Boston, doing primarily Software M&A . I absolutely hate banking but I've gotten some good experience in my year and change on the desk. I'm looking to switch into ER but would like to stay in Boston. Does anyone know if there are...
Buyside Equity Research Internship for an Insurance Company to IBD?
Can an intern experience in the investment management arm of an insurance company help when recruiting for banking internships?
Queen's Applied Economics vs McGill Joint Honors Economics & Finance
Hi everyone, I'm a pending sophomore transfer student in BC, Canada. I've been reading WSO since the middle of last year, but recently my aspirations for banking has intensified, so here I am. I have two options to consider for September. Both of them are BA, specializing in some form of economics....
Best way to prepare for a research gig?
I recently got a BB credit research gig and will be moving from my current EB IBD role in about a month. What is the best way to prepare myself, and what can I do at work to ramp up?
BB ER vs. 2nd Tier IB Derivatives Sales
Hi, I am a senior with several offers on hand. The two I am most interested in are: 1) ER in a BB (one of the better teams) - did an internship and was offered position in a neighbouring team 2) Derivative sales in 2nd tier IB (but one of their best teams there) I know they are quite different. I do...
What does it takes to do a great ER analysis?
Hi guys, i'm still an undergrad student, i've been considering ib for a long time, but i joined one competition ( from an Asset Management firm) and now i'm thinking about going into ER and maybe later HF . But about the competition, we are supposed to deliver an analysis about a single company we...
Generalist Strategy Consulting vs. Biotech ER
Hi Everyone, I am a Biotech Ph.D. student from a Top 10 school in my field. I am currently trying to decide between applying to biotech ER jobs or accepting a generalist strategy consulting offer (low tier 2 with decent exit ops). In terms of work interest, I am interested in both sectors but...
Firms that have ER in NYC?
Hi there, I am a student at Fordham University with a Finance major looking for a summer internship in ER , I am currently doing an ER internship at a boutique but unfortunately my analyst will be moving to the buy side so I need to start looking for another internship in ER for this summer. I...
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...
Portfolio vs brand for investment positions
so I accepted an offer at a regional shop in Europe in which I'd do some macro driven asset allocation on multiple asset classes as well as some quantitative implementation of the same. the place is not very known but the founders/partners are formidable players in the regional market of reference...
Transition to AM/ER from MBB DACH region
Dear all, I am a 2nd year consultant at an MBB shop, looking to transfer to ER / AM (buyside as long-term ambition). Currently, I am looking for ways on how to manage the transition. Therefore, I would really appreciate any advice from you regarding the transition process. You would really help me a...
Where can I access a Bloomberg Terminal?
Hello all, My school houses 12 Terminals, so I can use them whenever I need to, but after I graduate (and leave school), where else can I access a Bloomberg Terminal from?
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...
Advice on remembering massive amount of data
I am currently in a junior equity research role and I'd like to ask for some advice on how to remember the massive amount of data I am put through. in fact, altough you may instantly object: "oh boy, you only got 7-8 names and you got to remember only important stuff, the kind that moves the stock...
Summer internship in credit to ER (full time), is this possible?
Hi all! I’m currently a rising senior at a Canadian undergrad B-school looking to recruit for ER (full time). This summer I’m interning at a multinational insurance company as a part of their GA investing team covering fixed income (mostly just corporate & municipal bonds). As a part of the job...
Breaking into sell side ER from corporate finance?
Let's say you work as a senior financial analyst at a F500 corporation, and have a top 15 MBA + passed CFA Level 1. How would you transition from corporate finance to landing a position as a sell side ER associate? Also, regarding exit opps for ER associates, does it matter whether you work at a BB...
Boutique ER + BB Finance SA => FT BB ER?
A little bit of background: Currently a junior at a non target Currently doing an internship in the equity research group at local boutique, this summer I will be interning in the Finance division at BB(MS/GS) in NY Networked hard and went through IBD SA recruiting at a couple of BB's with no offer....
MSF Student/ER Hopeful
Hi guys, I'll be starting my MSF in the fall and looking to transition into ER . Any advise would be greatly appreciated!
Do people in ER get seamless dollars when they stay past 7 or 8pm?
Pretty curious.
Thoughts on the text book - "Best Practices for ER Analysts"?
Any thoughts on this textbook and its value as a crash course on the ER industry? http://www.amazon.com/Best-Practices-Equity-Research-Analysts/dp/007173…
ER for PhDs
Hi, I have a PhD in biochemistry. I'm interested in pharma/biotech ER and have some experience working in market research at a pharmaceutical company. Can anyone advise me on what the recruitment and interview process will be like for someone with my type of non-traditional background? Will I be...
Associate Research Report/Interview - What to do?
Hi All, Quick background - I'm a third year auditor at a big 4 in the Northeast. I went to a midwest state school w/ little/no finance (ER/IB) recruiting out of undergrad (much more out of MBA) but tons of accounting, hence the choice. I'll try to keep this as short as possible, but want to give...
capital IQ vs FactSheet vs bloomberg for ER and AM
first of all sorry if this is the wrong section but it was the least "wrong" in my perspective. basically i'd like to know which are the mostly used platforms in ER (buy and sell side) and AM (which i know are a bit different as for the needs in terms of data). i have read many topics on the...
Can you apply to IBD, ER, etc. for one company?
I've tried to search this with no avail.. Basically I'm wanting to know through everyone's experience if you can apply to different internships within one company. So for example, could I apply to investment banking, equity research , and public finance all at Baird ? Or could I only choose one?
Equity Research to PWM
Hi all Buy side ER w/ ~4 years of experience + CFA . Looking to possibly switch in to PWM as the client interaction + skills learned in person finance attracts me (vs. digging through company financials). I know this may be a 'step down' in terms of quantitative skills, but im sort of done with...
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