Too Old for a CFA?
I'm gonna be 28 at the end of this June but I won't be ready for this year's exam. If i were to sit next year and pass all levels first shot (trust I know this is a difficult task) I would have...
View ArticleConverting operating leases to financing leases/capital leases
I am working on the valuation of an airline. The company's fleet is held via a mix of operating and finance leases. My boss wants me to convert the operating leases to finance leases. This means taking...
View ArticleHow do you maximize your first few years in ER?
Context: Accepted an FT ER role at a medium sized bank here in my country. Will be covering power, utilities and mining.Was wondering if you guys could give me any tips to maximize my first few years...
View ArticleSeries 7 Old Study material
Hello,I am planning to take the series 7 license test soon but will not be provided with any free material except for a 15% discount on Kaplan study materials (and some other providers). I am a little...
View ArticleExiting an Equity Research dream job
I always wanted to be an equity research analyst (sell side or buy side). But now that I finally broke in, and have been here for some time, I realize how bad shape the industry is in.Buy side keeps...
View ArticleEquity Research Career Path Advice
Currently working a job in Asset Performance Analytics and reporting at a boutique Investment Management firm. Based on my exposure in school, and what I've learned and been exposed too at my current...
View ArticleRecommendation Bias on the Technology Sector?
Hey guys... so actually I have been writing my thesis/upper-writing class/the paper I need to write to graduate. The topic I chose is "stock recommendation bias and bank's affiliation"I am a Math and...
View Articleplease help about valuation for company when it has a real estate project
I am trying to do valuation for a firm which do business on consumer sector. This company also has a real estate project and it make me confused. For real estate project, I calculate NPV (FCFE method)...
View ArticlePossible to ditch out early once a week?
So short story I have a medical condition which requires me to get surgery at the end of my SA. I am doing ER in a BB and was wondering if some days I could dip out around 7ish to see my doctor once a...
View ArticleAnalyzing bank stocks
Hello,I am an equity research analyst in a boutique sell-side research firm. I focus on generating and working on general short ideas. However, until now, I have not had a chance to analyze a publicly...
View ArticleEquity Research training courses?
Could anybody recommend me some equity research training courses? Thank you in advance :)!ERtrainingCoursesWSPEquity Researchcourse
View ArticleBreaking Into ER - Advice Needed
Hi All,So to give you a little background on myself: I've spent the past three years working in the back office at a mutual fund administrator in Ohio. Realized this wasn't for me awhile ago and have...
View ArticleAdmin works in research? travel booking, printing, binding, etc
Hey guys,I joined ER last month, on top of research work, I have to LOTS of admin as well, and it is taking me a lot of time. I am wondering if you guys have to do the same thing, and if that is a part...
View ArticleWhat 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...
View ArticleClik here to view.
Will Equity Research regulation kill off the future?
Stumbled across this article a few days ago, and another one from FT."MiFID 2, an ambitious set of European financial rules coming into effect next January, will force asset managers to disclose how...
View ArticleREIT to ER
Hi Everyone!I just have a quick question on how common it is to go from REIT to ER, and how that career path typically takes shape. I am currently a senior analyst at a large REIT (>15B UM), and the...
View ArticleClik here to view.
CFA vs Self Study
Is it better to spend time studying for the CFA level 1 or spend time self studying, reading 10k's, and mastering writing reports and doing valuations. I have a constraint of both money and time since...
View ArticleAdvice for Interviewing With an Associate
Background: Non-target, 3.25 GPA, relevant boutique internships.Found an open position at a top BBER firm for a highly ranked team. Applied online, then reached out to the lead analyst expressing my...
View ArticleBest overall online equity research course?
Can anyone recommend an overall (fundamental, modeling, business analysis etc) online course to do?
View ArticleIndependent equity research firms
Hey all, I'm a recent MBA graduate from a top 50 business school and have equity research internship experience on both the buy and sell-sides in NY. I was also a summer associate at a boutique last...
View Article