Right after we published that long-awaited article on equity research, the next question became:
“What about specific groups in research? What about fixed income or buy-side research?”
You’ll have to wait for those last 2 topics, but the first request is answered with this interview on technology equity research.
Our interviewee joined the tech ER team at his bank a few years’ back and now focuses on semiconductors, a sector that’s sometimes more like old-school manufacturing than over-hyped mobile apps.
Here are the circuit specifications for today’s discussion:
- How and why you might want to join the tech equity research team rather than tech investment banking, even if you have vivid dreams of taking the next great start-up public.
- What types of assignments you should expect – from initiating coverage reports to company notes and terminating coverage reports.
- The frameworks and analytics used to analyze companies, and the classes that might give you a leg-up on the job.
- Where to go when you’ve gotten tired of following quarterly earnings and you’re ready for the next move.
Design and Implementation: How to Get In