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Analysis of Ulta Beauty
This is my first in-depth analysis of a company. I consider myself a quality investor and would love any feedback about my analysis. Jack Pieja 5/21/2024 Ulta Beauty Analysis Business Ulta Beauty is the largest specialty beauty retailer in the United States and the premier beauty destination for...
Earnings season
This might be bit of a naive question but I had been struggling with this and hope to find help from experienced professionals. During earnings season, I had been struggling to keep pace with reading through all the earnings call transcripts. Reading one transcript takes around 30 minutes to 1 hour...
Earnings call analysis
This might be bit of a naive question but I had been struggling with this and hope to find help from experienced professionals. During earnings season, I had been struggling to keep pace with reading through all the earnings call transcripts. Reading one transcript takes around 30 minutes to 1 hour...
REIT to Equity Research to Real Estate Investment Banking
Just finished up freshman year and have an internship in the M&A sector of a mid-size commercial REIT for the summer. My desired job is in Real Estate Investment Banking. I know I have a high chance (alumni connection) of getting an equity research internship for my sophomore summer at a regional...
How to learn more about Cyclicals?
I am looking to learn more about theory and approach to cyclical investing whether it relates to a specific industry like lumber, real estate, industrials, chiemicals. I've gotten interviews where we start to pivot into discussion on this topic (I have one year of experience as a buyside reseach...
Guggenheim Partners Equity Research Internship?
I was in a call with an Equity Research VP and he said Guggenheim (Manhattan, NY) doesn't have a formal equity research internship program but there have been interns in the past. I'm assuming the only way you you'd be able to attain this is by networking and knowing someone at the company. Can...
Corporate banking to Equity Research?
Hi everyone, I’m currently an incoming senior and will be interning in Commercial and Corporate Banking this summer. I’m excited for the experience, but I’ve lately been very interested in equity research and feel like it could be a good fit for me. I wanted to know what the recruiting process...
Will my background negatively impact my chances of breaking into equity research?
As the title says, will my background negatively impact my chances of breaking into equity research? Dropped out first year of UNI, have a couple of analytics internships at early stage startups and I now work full-time as an analytics lead at a series A startup. Thinking about going back to UNI...
What Is Everyone's Exams situations like?
Guys I will admit this could be under the category of complaining, but I was wondering how common this is to everyone else. I currently am a first year associate I started in Jan 24. Currently doing about 55 - 75 hours a week depending on timing ect. I am currently in the process of getting my...
Equity Research at Bank vs IG, High Yield & Leveraged Loans Research at Asset Manager
Hello, I have just completed a 2 year graduate programme in a top 20 European asset manager (have worked both in fixed income and equities) and have received two separate offers-one from a reputable boutique bank in equity research and another in credit research IG, HY & Leveraged Loan Research at a...
Quant SWE wanting to move switch into ER - Is MBA right for me?
Profile: 335 GRE | 3.0 GPA | CS and Econ from Canada univesity | ORM Hi, I recently finished applying in the MBA 2024 cycle and got into NYU Stern. My background is a software engineer on a quant team with around 4 years of experience. I'm hesitating on NYU because I think it can get me into...
ER vs. IB as Short-Term Goal on MBA Applications
Profile Applying R1 this year (M7 + Haas, Stern, Johnson, Tuck, USC, UCLA, Yale) Four promotions in six years at two technology companies (both non-FAANG, one is a Fortune 50) Roles were in business operations and strategy (think internal consulting) and analytics (SQL, Python, Tableau) 760 GMAT...
Equity Research at Bank vs IG, High Yield & Leveraged Loans Research at Asset Manager
Hello, I have just completed a 2 year graduate programme in a top 20 European asset manager (have worked both in fixed income and equities) and have received two separate offers-one from a reputable boutique bank in equity research and another in credit research IG, HY & Leveraged Loan Research at a...
Best non-quantitative resources for investment insight?
I'm trying to find ways other than using social media or making a financial analysis of a company's stock performance to see what other indicators, resources, reports there are out there as good resources/indicators for future performance of various markets. What I'm looking for is what you...
Equity Research Data Sources
Hey All, Where do you get your equity research data from? Do you use Excel addons? Through my alma mater, I had a subscription to Pitchbook which had a great Excel addon that allowed me to build some big models for my comps analysis, DCF, 5 year quarterly trends etc.. I assume that PB did some...
My experience on the sell side
Having benefitted from this forum for nearly a decade, I'm keen to pay forward insights from my experience in the financial markets, spanning almost seven years.I've dedicated five years to the sell side at a highly regarded boutique firm in Europe, specializing in the travel and leisure sector,...
Opinions on SSGA?
I’m currently looking to break into LO AM from SS ER and am in the middle of interviewing with State Street Global Advisors (SSGA) for an Equity Analyst role on their Fundamental Equities team. I wanted to get some opinions on how they compare with other large institutional asset managers...
CS Major looking to switch and break into high finance - is it over for me?
As the title says, I'm a CS undergrad (first year) from a non-target in Canada, which is known for its above average CS placements, but not finance. I want to switch to finance because I hate CS and it's getting super competitive. What are my options if I want to get into AM / ER / S&T ? I don't...
Reaching out to recruiters - what am I doing wrong?
Hi all, I'm currently a senior equity research associate at a large mutual fund family on the west coast. I've been at my role since 2020, out of college, and I'm going to be leaving mid-to-late this year and am looking for other equity research roles (ideally at a single-manager) as an analyst....
Truist Exit Opps to HF/LO
Semi-Target Sophomore Breaking into Buy-Side
Hello everyone, I am currently a sophomore at a semi-target school in LA who has developed a huge interest in the public equity space (especially in small-cap stocks). The end-goal is to work at either a long-only funds like Fidelity, D&C, etc. or long-bias HFs and become PM. AM/MF seems to offer...
Advice on How to Lateral -- Networking Amateur
I am 2.5 years into ER and don't like my coverage (consumer) and want to cover Tech and to a different bank (EB//BB.) Does anyone have advice on how to do this? Applying for roles but getting 0 traction. Should I email the analyst directly and send some work or write a note for him/her on the space?...
One-pager
Hello, friends! Do you automate the process of creating/refreshing of one-pagers? In what form you collect information from pagers if it is for internal usage only? PPT, EXCL, DOC? I work as a credit analyst for SPDR components. Unfortunately the Bloom, SP inputs are not always accurate. I feel the...
HR Feedback, Thoughts?
Went through an interview process where I spoke with a 6+ analysts, MD's and the CEO. HR emailed me saying for a couple of "internal reasons" the director didn't make a decision on hiring. They also included "...at this point you are the only analyst candidate under consideration." I'm taking it...
Navigating Career Crossroads with Equity Research and Trading Background
Dear Wall Street Oasis Community First post here. I find myself at a crossroads in my career and am reaching out for advice on potential paths and strategies to align my professional journey with my experiences and interests. I have a diverse background with a strong foundation in equities research,...
Equity Research Training/Education
What are the best schools/undergrad/master's/mba/certificates for equity research aside from the CFA
Best Banks for Equity Research
What are the best banks/firms/hedge funds for a career in equity research and where I am likely to learn the most?
IR to ER
Hi all, I am currently 4 years into IR (2 years full-time post-undergrad) for a small-cap firm and am considering a transition to ER. Curious to hear y’all’s thoughts on how I can make such a transition, I.e. are there any specific ways I should tailor my resume to speak on how IR has prepared...
Equity Research Comp
Hello Everyone, I'm interested in gathering information about salary ranges for sell-side analysts, especially those with 5-6 years of experience in London. I understand that the exact figures can differ based on factors like the analyst's experience level, the bank they're with, and the breadth of...
Investor Relations to Equity Research
Howdy everyone, I wanted to gauge the feasibility of a hypothetical situation. I'm currently a portfolio management analyst and have wanted to break into equity research for about 3 years now. I was recently invited to interview with a company that specializes in healthcare with the position being...
180 Career Switch
Hi all, I've been a nurse for 9 years now, travel/contract nurse for around 7. I completed my MBA in late 2023 from a state school. I decided to do an MBA program over other advanced degrees for its versatility for job opportunity outside of healthcare but also within healthcare. Mistakenly, I...
Reconciling reported CapEx with the accompanying notes
I have tried to use the search function, but had no luck. I figured it would make my model more dynamic if I could break out the total CapEx to its respective balance sheet item, but for some reason I cannot seem to reconcile the reported CapEx on the cash flow statement with the accompanying notes....
Assistance with an ER report - Dollarama
I am looking to get assistance on finding out the Cost of Debt for a Canadian Company - Dollarama so that I can ultimately calculate the WACC(Weighted Average Cost of Capital). Since I am new to creating an Equity Research report. I was struggling to find the right kind of data from the Audited...
IBD to Equity Research?
A few threads on this from years ago but wanted to see if any updates or changes. Also want to preface this with the fact I don’t want to do PE, I want to break into L/S equity. I understand that earnings season can be extremely harsh, but willing to work the hours if I am learning. At a MM and...
London AM overview - mixed consensus on breaking in as a graduate?
Been reading past forums and there seems to be differing opinions on whether its possible to directly break into AM out of uni. Some are saying firms outright don't hire grads, while some are refuting this. I'm a 2nd year and have a BNY Mellon summer internship offer - typical recruiting has...
Medical student looking for IB internships
Hi all, For background, I am a final year medical student at Cambridge University in the UK and have wanted to transition into finance. I know that I have missed out on most IB internships for this summer so I was wondering if there are any other things I could do to get IB or even other paths I can...
Finding equity research reports for free without a Bloomberg Terminal
Hello fellow monkeys, I'm in quite a pickle with a case competition, and I'd like some input on where I can find free and decently accurate analyst forecasts for a specific company DGE.L. For context, the case opened up the last few days before the semester ended, so I could not reach my schools...
Equity Research at IMC Trading vs JP Morgan
Dear All, I am currently working at a leading US bank as an equity research associate. I've recently received an offer from IMC Trading which is just setting up their office in the country. Ultimately if I want to move into buy side roles which should i choose ? a) stick to current role and look for...
Equity Research analyst IMC Trading vs US Global bank
Dear all, I am currently working at a leading US bank as an equity research associate. I've recently received an offer from a competitor of Optiver which is just setting up their office in the country. Ultimately if I want to move into buy side roles which should i choose ? a) stick to current role...
Equity Research Compensation 2023/24 (London/Europe)
Hi Everyone, Thought we could kick off the 2023/24 London/Europe based compensation discussion. I’ll go first: Title/YOE: Associate 1; 2 years on sell-side and 4 years on buy-side Rank: 18/73 (we are ranked across the whole of research services) Firm Type/Size: Redburn Atlantic Base/Bonus:...
Equity analyst at a trading firm to MM HF L/S equities??
Maybe a tough nut to crack, but would much appreciate any advice if any experience/insights. Event-driven equity analyst at a well-known EU market-making firm looking to move to a fundamental equities L/S role, is this even feasible? For those that haven't come across, an equity analyst at a...
ER Internship Timeline (Europe)
Hi, Im aware that most of recruiting for IB in Europe is already over, but I was wondering if it is the same for Equity Research? I still see some pure research firms having open positions, are those up to date or just no being closed? What Timeline should I follow if I want to recruit for Summer...
equity research on resume?
current junior who interned at an equity research firm last summer and want to add it to my resume. Here's what I did: - drafted a lot of company reports to analyze whether they would be a good fit or not by looking at SEC filings - used bloomberg and valueline to predict company growth and analyzed...
Second day of internship 2 companies are reporting....
Hey guys, next week I am starting my off-cycle internship in Equity Research. Day 2 of my internship it is noted that 2 of the 5 companies my analyst covers are reporting. I feel like I'm getting thrown in the deep ASAP, is there any advice or tips that I should follow.
Need Some Career Advice... Work, MBA, MFin?
This will be somewhat comprehensive, and ultimately the question without any prior background is should I keep trying to look for a job? Should I go back to school? Whats your advice? Background I'm a recent graduate from Ohio University. I triple majored in Finance, Business Analytics, and...
Lazard Equity Research Summer Analyst 2024 - London
Wondering what stage of the process people have heard back from so far - I've done both assessment and Hirevue, but haven't heard back for over a week now (presumably dinged).
Buy Side Equity Research
Hi all. I'm currently seeking some insight on what roles in Buy Side Equity Research entail, similar to those on offer at Susquehanna. The questions that mainly arise include: - How does Buy Side ER differ from traditional Sell Side roles? - What purpose do these positions serve when reports aren't...
Is sell-side coverage objective?
Hi, I'm on the VC side with little exposure to public markets or equity research. Heard a public markets investor tell me they aggregate coverage from different sell-side analysts and use that to give them direction. Question for those of you in equity research: 1. How objective is your coverage?...
Should I include IRR in a stock pitch with 12 month investment horizon? Or is that too short?
Is IRR something worth including in a stock pitch if the investment horizon is only 12 months? I'm not sure because I usually like to include it but that feels like a really short time for an IRR.
What are some questions you'd always ask when meeting with sellside or company management?
I'm mainly looking at it from these angles: 1) Understanding what consensus thinks, Bull/Bear debate 2) Gain deeper understanding of the business model 3) Sieving out any other information that could be helpful for underwriting your investment case 4) Testing key drivers (and my assumptions) to see...
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