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CFA Level 1 alongside Masters. Doable or too difficult?
Hey guys, I am starting my MSc Economics & Finance masters degree this September and have also been thinking about pursuing the CFA Level 1 qualification in the upcoming year as I am interested in investments and I believe it would be something that would further help me stand out when I look for...
ER Intern --> Job Opportunities?
Hi all, I just completed my internship doing ER. What sort of jobs can I relate this experience to when searching for full time roles? For context I am a senior at a semi-target school with this being my first internship experience.
Advice on Breaking into ER (Career in Crypto-startups/Non-target)
Hello gang, I am looking for advice to break into Equity Research from a non-traditional standpoint. I am 28 with a recent career as a 'generalist' in crypto-startups, to put it kindly, with a background in Business Administration with a focus on finance. I started school later and from a...
My Journey Into Equity Research..... Updated**
Here is my current journey and how I am trying to get into equity research. This is my story, and I hope to give peace of mind to others.
Am I screwed?
Rising junior here, at a non target with a 3.1 and hoping to improve. I have the polished resume and have been accepted into my school's investment fund. I have only gotten some asset manager applications out so far as I have had a rough year. Am I too late to break into banking? Is there any hope...
Breaking into London ER from abroad. Take the 1 YR MiF at LBS/Cambridge route or directly look for jobs?
I've posted on this forum several times and spoken to people about IB/PE and now I'm considering the alternative of continuing to staying in research and not going into banking. I started off as a sell side research analyst after a Bachelors in Finance from the University of Nottingham. I did about...
ER or IB/PE for activist fund?
I want to go to an activist fund eventually but I'm not sure which of the 2 paths would be best. I like the work of ER more, but if that won't lead to a job in an activist fund then I'd rather do IB/PE. Any alternative insight is very welcome. Thanks all
breaking into ER
Hi I work as an IR at a fund admin for alternative investments. I am studying for my CFA. Wondering if anyone has advice on how to break into ER?
My Journey Into Equity Research.....
Here is my current journey and how I am trying to get into equity research. This is my story, and I hope to give peace of mind to others. We are all going through the same thing and ultimately may be an outlet to share your stories as well. My College/Internship Experience So let's begin... I did...
Does It Make Sense To Get A MBA While In Equity Research?
Does it make sense to get an MBA while being in Equity Research? Why would you? What are the benefits and exit ops? A little background to the question. Your boy balled out in college, graduated in 4 years with a triple major, Finance, Business Analytics, and MIS, and has a high GPA. I was maybe...
Opinion of Certificates on Resumes (for students)
Hi WSO I need some advice: I'm a rising sophomore at a non-target school and plan on applying to different IB and Equity or Credit research internships later this year. I wanted to ask if having the Bloomberg Market Concepts and ESG certificates on my resume would add a lot of value or is it...
Intern at Family Offices
How can you find good family offices where you could theoretically intern to analyze and research new investment ideas? I imagine it would be similar to equity research, but with the benefit of learning first hand when HNW investors decide to invest.
Equity Research to Investment Banking
Hey guys, so I developed an interest in Equity Research because I liked learning about companies and the various industries that encompass them. I then found myself leaning more towards Private Equity, Consulting or Corp Dev as a career in the Long run because I found that, while I would do all this...
Transaction Experience for Student-Run Endowment Fund
Hey all, I am currently getting ready to apply to some new analyst programs and am a rising Senior at a non-target. I also serve as an Equity Portfolio Manager for a university student-run endowment fund, overseeing over $2 million in equities in my portfolio. I have to make asset allocation/hedging...
Seeking MBA summer internship late in the process
I am a first-year student at a T10 MBA school. I have been actively pursuing summer internship opportunities in the HF/AM field (equity research) and have reached the final interview stage with a few firms, including a highly sought-after HF. Unfortunately, I was unable to secure an internship...
Published My Equity Research Reports/Portfolio on Substack - Thoughts?
Hey guys, this is my first post here. I'm currently a sophomore at a non-target school, though it is a well known and relatively reputable state school. I've been really interested in equity research and have created several research reports as part of my time in a student-led investment fund. I...
Back Office to Bloomberg ER, or Keep Looking?
I am a back office analyst at a top tier BB and have been applying to anything I can to get out of BO. I recently received an offer for Bloomberg’s ER data analyst program, but I’m very apprehensive if this is the right move. My goal is to get as far away from BO as possible, and ideally to be...
Best buy side equity research industry/sector?
Go with what I enjoy, go with what's best for career progression (HF / PM), or for a mix (optimal?). But the honest truth is, I don't know what I enjoy because I've never tried anything, except tech (personal investing), which I do enjoy. I was thinking an industry/sector that teaches me a lot about...
Post-MBA Asset Management Probabilities
Incoming MBA '25 candidate. I know AM IM is a tough one to crack (especially Fidelity, Wellington, T. Rowe Price, etc) but rate my chances of pursuing this career path through MBA recruiting. I'm going to a T15 school and have around a couple of years of WE actively managing a seven-figure trading...
Equity Research vs. Investment Banking
I'm currently a senior in high school getting ready to graduate this year, and I've been considering my career options in finance. I'm interested in investment banking, but am still open to exploring other options, one of them being equity research. I've read other forums on WSO and across the...
RBC Equity Research SA 2024 Second Round Interviews
Anyone hear back after their first round interview for NYC RBC Equity Research SA 2024? Wondering if second rounds started.
Sell-side Equity or Credit research. Which is better?
Hi everyone, I am considering moving from a buy-side IG credit research role to a sell-side research role. I am considering an equity research and a credit research role both at the same firm. Which role do you generally think is the more attractive job in terms of exit opportunities, general career...
Is ER to SM HF Impossible?
Ok, obviously its not impossible, but everyone on this forum suggests one way or another that its either IB or nothing. I have scanned several notable SM HF employees on LinkedIn, and only a minority of them have previous IB experience. Can a pro-ER intellectual please reassure me that my HF dreams...
Assessing likelihood of acquisition after rumors
Hello, Relatively new to equity research space in an AM. Recently a rumor broke out on a acquisition and wanted to see how seasoned finance professionals assess the likelihood of the acquisition. After researching, I came to conclude that the merger for company A with said Target will achieve...
Designing my future career path after M&A, PE/VC and HY Credit Research
Hi everyone! I'm only 23 years old and still in college but I've managed to already get ~3 years of experience, having worked 1 year in corporate M&A for a large company with a very active dealflow + 1 year in small Private Equity/Venture Capital fund (it was more VC than PE in terms of company...
College Decision Advice: Syracuse vs UConn
Hi, I'm looking to break onto wall street, thinking IB, Equity Research, M&A, or something math related(my dream is quant but I'm aware that's extremely hard to get into, so I think I might want to pursue an MFE after undergrad). I also might want to pursue an actuarial career. Unfortunately because...
Equity Research => Management Consulting?
I am a student at a UK target university, and I'd like to learn about the ease of transition between various professions. I am interested in studying companies and how they could improve. This has led me to develop an interest in Equity Research, where it's your job to study public companies and...
Goldman Sachs GIR Hirevue
I received an interview for Global Investments Research Summer 24 internship at GS. Wanted to get some advice and tips for interview?
Susquehanna International Group Online Test
I've been networking like crazy over the last few months and have finally positioned myself to take a job at SIG. There's a pretty difficult exam that everyone needs to pass before hiring. I've taken it about 8 months ago and failed, and I am pretty lucky to be able to try again. All I know is that...
Equity research operations
Hello guys 👋 As a person interested in ER, I have a couple of questions about how the whole process is organised: 1) Who is responsible for creating models for specific companies? I mean, for example, there is a group of 5 members analyzing Western Europe Telecom companies and the Q3 earnings of...
Senior Looking For Advice
Hi monkies, Hope all of y'all are doing well. It's my first time posting and I wanted to just throw out my question to get as much advice as possible... I'm a senior in college in Chicago, (not UChicago or Northwestern, sadly) and signed an offer as a portfolio management analyst for a hedge fund in...
Where can I find MBA summer internships?
I'm a first-year MBA student at one of the top schools outside M7. I have a previous buy-side equity research experience outside the U.S, and now I'm looking for summer internship in HF/AM equity research. I've interviewed with five AM+HF so far, but I haven't secured an internship yet. I knew this...
Accessing Equity Research Reports
Im currently a student looking to break into the hedge fund industry. Im looking at energy at MM pods for reference, although thats not too relevant to this discussion. I am trying to get a better sense of how to structure my pitches and modeling effectively. I thought that looking through some...
Free cash flow to firm - Net debt
So I am a bit confused about when we calculate free cash flow to the firm, why do we not include net debt borrowings? For example, if firm ABC in Y1 has CFO = $1M, Capex = $500k and Net debt borrowings of $2M, then do they not have 1-0.5+2 = $2.5M in free cash flows to use between debt and equity...
ER SA -> MsF -> IBD FT (?)
Hi all, Current senior at a non-target (top LAC) and going to do a Master's in Finance program at a T25 B-School (USC, Emory, Vanderbilt) next year. Last summer, I was an SA for a regional boutique in IBD, but I did not accept the return offer knowing I was likely going to pursue a master's degree....
Equity Research Bonus Discussion
Hey Everyone, Considering bonus season is underway I thought we could get a thread going to get an idea on what bonuses are looking like across the industry. Lets keep it to a simple structure: Title: Rank if applicable: Region: Bank Size: (Bulge, Mid mkt, Boutique etc) Base: Bonus:
Q&A - Breaking into the Asset Management Industry
Hi! Welcome to a free-for-all asset management Q&A sessions. Here is a little bit about myself and my background: -Current Vice President in quantitative risk at BlackRock, covering equity iShares -Previously spent 3 years at large asset manager in quantitative risk covering fundamental and...
How to optimise research process?
Curious to hear if anyone has any tips to make company/industry research process more efficient - In terms of what tools to use, good practices, as well as any useful templates. Thanks in advance!
Top AM Firm Ghosted me After Signing FT Offer Contract (Summer Associate - FT Hire)
Hey everyone! I was hoping to get you input on a situation I have with the firm I interned in 2021. In summer 2021, I worked with an asset management firm (AUM over $2 trillion) as a summer associate and I was able to secure a FT offer with them. I ended up accepting the offer, but my graduation...
How to Break into the Asset Management Industry at Top Buy-Side Firms
I wanted to start a discussion here about how to get your foot in the door when applying for AM roles. I see too many misconceptions out there in these forums. If anyone is interested in breaking into the asset management industry, feel free to reach out. what’s most important these days is the...
AM Equity Research Analyst - Energy, Materials, Real Estate need advice
Hello, I've been fortunate to have made the transition from middle office in AM to front office where I would be covering Energy, Materials and Real Estate while coding (python, C#) some analytical tools for the team. The team is Growth oriented largely looking at small-mid cap companies (seldom...
Can Writing for Seeking Alpha Help Get an Analyst Role?
My question is regarding whether writing for Seeking Alpha could help someone eventually get a full-time job as an analyst in Equity Research. For a quick background on myself, I'm currently a sophomore at a semi-target school working on getting my finance undergrad. I've been writing for Seeking...
How long until AI changes ER routines dramatically?
I have seen this project related to building research reports using GPT-3 (the same tool used to build ChatGPT). It is clear that equity research is way more complex than writing reports, but how long do you believe that it will take for projects such as this to write a report with the same quality...
Layoffs at GS
Heard GS did a sizable cut in research last week. Can anyone confirm? Any other depts with above normal reductions so far (minus the obvious CS/DB)?
Is there a website available for Research publications from BofA, Citibank… ?
Hope someone can help me, im trying to find a website where research publications from several banks are available. As there is for example on Reuters an own app called “advanced research search” (which i unfortunately dont have). Maybe somebody knows something.
ER graduate/AN1 comp in London
Not seen one for London ER so thought I'd start a thread with current grad salaries... comment base salary / expected bonuses and I'll update the post. Point72: 100k + 30-100% Raymond James : 75k Harris Williams : 75k Macquarie : 70k MS : 70k + >50% Evercore/ISI: 70k Jefferies : 70k + 50-70% Citi :...
Will the CFA allow me to get a position in ER?
To further elaborate, I am a recent university graduate (may) with a degree in economics from a non-target (if that matters). I finally landed my first job out of school at a BB, albeit in compliance. Although the position so far seems pretty neat - it's completely remote and it pays decent - this...
Military to Equity Reseach
I am currently an active duty Military Intelligence Officer in the Army and I have an Economics Degree from a Big Midwestern school. I want to go into Equity Research when I get out and would like to know if there is any merit to getting an MBA prior to getting my CFA. Also, if there are there any...
Advice & Feedback Needed to Break into Equity Research
Hello - I am looking to break into Equity Research. I'd like some constructive feedback on what I need to do to improve my chances of getting a role. Background: - 1.5 years in FP&A role at an Industrials company - Senior Financial Analyst - I work on forecasting, budgeting, modeling, and financial...
When interviewing for ER roles in Europe, do I have to prepare pitches on EU stocks?
Hi! I'm in a unique, not-great position; after a master's at a non-target, I managed to get an equity research job at a very small hedge fund (
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