Leveraging Baker Resources:
This presentation is the property of its rightful owner.
Sponsored Links
1 / 38

Leveraging Baker Resources: Your Job Search in Finance PowerPoint PPT Presentation


  • 79 Views
  • Uploaded on
  • Presentation posted in: General

Leveraging Baker Resources: Your Job Search in Finance. Cynthia Churchwell, Information Research Specialist October 16 and 20, 2008. So, you’re looking to land a job in Finance?. Areas we’ll cover today: Overview of Baker Library | Bloomberg Center Web site Industry Overviews

Download Presentation

Leveraging Baker Resources: Your Job Search in Finance

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Leveraging baker resources your job search in finance

Leveraging Baker Resources:

Your Job Search in Finance

Cynthia Churchwell, Information Research Specialist

October 16 and 20, 2008


Leveraging baker resources your job search in finance

So, you’re looking to land a job in Finance?

  • Areas we’ll cover today:

  • Overview of Baker Library | Bloomberg Center Web site

  • Industry Overviews

  • News and Trends

  • Information ON Investment Firms

  • Research BY Investment Firms

  • Investment Research Process

  • Rankings and Deals

  • Career Resources

  • Additional Resources


Leveraging baker resources your job search in finance

Baker Library | Bloomberg Center Website


Leveraging baker resources your job search in finance

Industry Overviews

  • Detailed overviews of over 50 industries worldwide.

  • Includes: “Investment Services,” “Financial Services: Diversified,” “Banking,” and “REITS.”

  • Reviews industry trends, how industry operates, key statistics, how to analyze company in industry, top players, and industry references.

  • Once in the database, select Industries from the menu bar.

    • Tip: Use PDF format.

    • Tip: Use Comparative Co. Analysis for Excel file.

Standard & Poor's NetAdvantage

http://www.library.hbs.edu/go/s_and_p.html


Leveraging baker resources your job search in finance

Industry Overviews

  • Detailed overviews of industries worldwide.

  • Includes: “Investment Services,” “Miscellaneous Financial Services,” and “Commercial Banks.”

  • Reviews industry trends, key statistics, top players, and industry references.

OneSource Global Business Browser

http://www.library.hbs.edu/go/onesource.html


Leveraging baker resources your job search in finance

News and Trends

Factivahttp://www.library.hbs.edu/go/factiva.html

  • Strong in financial publications. Articles from 1,000s of publications in 22 languages.

    • Powerful search features allow sophisticated searching.

    • See Article Database Command Comparison Chart at http://www.library.hbs.edu/helpsheets/commandcomparison.html for search tips.

  • News Page

    Browse news by sector. E.g., Investing/Securities.

  • Click on the “News Pages” tab.

  • From “Factiva Pages” pull-down menu in the upper left, select “Investing/Securities.”


Factiva investing securities news page

Factiva: Investing/Securities News Page

News and Trends


Get news delivered to you

Get News Delivered To You

News and Trends

  • RSS feeds. E.g., Banking/Credit

    Go to http://www.library.hbs.edu/go/factiva.html for instructions.

  • Industry Highlights Newsletter. E.g., Investment Management

    - emailed every 2 weeks

    Go to http://listserv.hbs.edu/restrict_mba/careers.html to sign up.

  • Customize what gets delivered

    - create your own searches

    Go to Feeds and Alerts for details (Fast Answers about key resources and "how-tos").


Leveraging baker resources your job search in finance

Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the Wall Street Journal for the past year.

Information ON Investment Firms

  • Once in Factiva, click on the “Search” Tab

  • In the “Free Text” search box, type hlp=Goldman Sachs.

  • From the “Date” pull-down menu select “In the last year.”

  • Select Source: Wall Street Journal (click ONCE to add)

  • Click “Run Search.”

  • Articles with Goldman Sachs in the Headline/Lead Paragraph in the Wall Street Journal will appear. Sort by Relevancy to get articles that mention Goldman the most.

  • To download selected articles to Microsoft Word select items then click “RTF.”


Leveraging baker resources your job search in finance

Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the Wall Street Journal for the past year.

Information ON Investment Firms


Capital iq investment firm profiles http www library hbs edu go capitaliq html

Capital IQ: Investment Firm Profileshttp://www.library.hbs.edu/go/capitaliq.html

Information ON Investment Firms

  • Profiles and data on public and private firms.

  • Profiles may include description, structure, financials, officers, competitors, multiples, transactions, investments, stock information, filings, etc.

  • Select “Company Intelligence” tab then “Search Profiles,” then “Search Companies.”


Capital iq public firm profile

Capital IQ: Public Firm Profile

Information ON Investment Firms


Leveraging baker resources your job search in finance

Information ON Investment Firms

  • OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html

    • Source of company profiles, financial data, news, and industry information.

  • Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html

    • Additional source of company profiles and transaction data.

  • Zephyr http://www.library.hbs.edu/go/zephyr.html

    • More specialized source of company profiles and transaction data.

  • Databases by Content Type http://www.library.hbs.edu/databases/by_content_type/company_information.html

    • Complete list of sources of company profiles and transaction data.


Leveraging baker resources your job search in finance

Research BY Investment Firms

  • Thomson Research – Investext http://www.library.hbs.edu/go/investext.html

    • Analyst reports. No charge for reports.

  • First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html

    • Earnings data and analyst reports. Contains Thomson Proprietary Research reports.

  • Value Line http://www.library.hbs.edu/go/valueline.html

    • Information and advice on stocks, industries, mutual funds, options, and convertibles.

  • LehmanLivehttp://www.library.hbs.edu/go/lehman.html

    • Fixed income and equity research.

  • Standard & Poor’s Ratings Direct http://www.library.hbs.edu/go/ratingsdirect.html

    • Fixed income and sovereign debt ratings.

  • OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html

    • Analyst reports. Not as complete as Investext.

    • Good place for additional types of information.


Leveraging baker resources your job search in finance

Investment Research Process

  • Earnings

  • First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html

  • Bloomberg

    • On single security main menu type EE <GO> for Earnings Estimates Menu.

    • On single security main menu type EVT <GO> for calendar of corporate events. Check for audio and/or transcripts of earnings calls.

  • Investext

  • http://www.library.hbs.edu/go/investext.html

    • For transcripts of earnings calls limit search by Contributor to “Streetevents.”

  • For more sources see Fast Answer

  • Question: Where can I find transcripts of conference calls?


Institutional investor

Institutional Investor

Institutional Investorhttp://www.library.hbs.edu/go/instinv.html

  • All America (All Europe, All Japan, etc.) Research Team

    Surveys list top analysts by sector

    • In the upper left under "Publications" select the U.S. or International edition.

    • Scroll down and on the left side click "Rankings Archives.”

    • From the pull-down menu next to "View another ranking" select "All- America Research Team."

  • “20 Rising Stars” in the field (e.g., hedge funds, wealth

    management, real estate, mutual funds, compliance, etc.)

    • In the upper left under "Publications" select “Rising Stars”


Capital iq creating deals lists

Capital IQ: Creating Deals Lists

Rankings and Deals

Capital IQ: Creating Lists http://www.library.hbs.edu/go/capitaliq.html

  • Tocreate list of transactions/deals: Click on “Screening & Analytics” tab then choose Screening—Transactions

  • To create target list of firms/companies: Click on “Screening & Analytics” tab then choose Screening—Companies


Leveraging baker resources your job search in finance

Rankings and Deals

Capital IQ Example:

List of Deals by Financial Advisor – Morgan Stanley

  • Go to “Screening & Analytics” tab. Choose “Screening” then “Transactions”

  • Under “List Management” click “Add Companies”.

  • Search for advisors by name [in this case Morgan Stanley].

  • Add them to Selected Companies, then select “Advisor” from the “This criterion describes” field. Click “Add Criteria” button.

  • Under “General Transaction Details” click on “Transaction Dates” and choose “last 12 months”.

  • Click “Add Criteria” button.

  • Click on “Total Matching Transactions” to view results.

  • To create a specific report, click “Add Display Columns” under Display Options.

  • Choose desired fields and order to display and click “View Results.”

  • Click Excel icon to export screening results and aggregate data.


Leveraging baker resources your job search in finance

Rankings and Deals

Capital IQ Example: Screening Transactions Page


Leveraging baker resources your job search in finance

Rankings and Deals

Capital IQ Example: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

Capital IQ Example: Screening Results

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

Capital IQ Example: More Screening Results

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

  • Thomson ONE Banker

  • http://www.library.hbs.edu/go/thomsonbanker.html

  • To create target list of transactions/deals: Click on “Deals Analysis” menu. Choose security type then “Advanced Search.”

  • To create target list of firms/companies: Click on “Screening & Targeting” menu. Choose “Companies.”

  • Tocreate league tables: Click on “Deals Analysis” menu. Choose “League Tables” or “Custom League Tables."


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker Example:

List of M&A Deals by Financial Advisor – Morgan Stanley

  • Go to “Deals Analysis”. Under M&A choose “Advanced M&A Search”.

  • On Item List tab expand “Deal Info” and expand “Dates.” Choose “Date Announced,” select “Year-to-Date,” and click “Apply to search.”

  • On Item List tab expand “Manager/Fees.” Choose “Target or Acquiror Financial Advisors” and search for advisors by name [in this case Morgan Stanley].

  • Add them to Selected Items, then click “OK.”

  • Under the Search List section of the Advanced Search choose the type of report to Open/Create. Choose “Standard Report.”

  • Click “Execute.”

  • Scroll all the way to the right to click Excel icon to export results.


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: Advanced M&A Search Screen


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: Search Results

List of Deals by Financial Advisor – Morgan Stanley


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: M&A League Tables


Leveraging baker resources your job search in finance

Rankings and Deals

Thomson ONE Banker: M&A Worldwide Announced League Table


Leveraging baker resources your job search in finance

Rankings and Deals

League Tables in Bloomberg

Bloomberg Command: LEAG <GO>


Leveraging baker resources your job search in finance

Rankings and Deals

M&A League Tables in Bloomberg

Bloomberg Command: MA <GO>


Leveraging baker resources your job search in finance

Rankings and Deals

Fast Answer

Question: Where can I find league tables?

Answer: See the Baker Library Research Guide Financial Rankings and League Table Information You can generate or find league tables in:

  • Institutional Investor.com - In the upper left under Publications select the U.S. or International edition. Scroll down and on the left side click Rankings Archives.

  • Thomson ONE Banker

    • Click "Deals Analysis" from the left navigation bar.

    • Click the deal category of interest (M&A, Equity, Bond, or Loan).

    • Click "League Tables" and from that point follow the prompts leading to the specific league of interest.

  • Bloomberg Academic or Bloomberg Professional - Type LEAG and hit GO.

    • Audiovisual Demonstration for Creating Generic League Tables

    • Audiovisual Demonstration for Creating Custom League Tables

  • Zephyr - In the lower left, click Expert Search, then click the League Tables tab.


Leveraging baker resources your job search in finance

Career Resources

  • Careers Research Guide http://www.library.hbs.edu/guides/career/

    • Identify resources useful for various aspects of job searching.

    • Sections include Indentify Employers, Research Companies, Research Industries, Network, Locate Job Postings, Prepare for Interviews, and Negotiate.

  • Vault Online Career Library http://www.library.hbs.edu/go/vault.html

    • Information on industries including Financial Services, Investment Banking, Hedge Funds, and Venture Capital.

    • Insider views on working for specific companies around the globe.


  • Leveraging baker resources your job search in finance

    Career Resources

    Bloomberg Command: JOBS <GO>


    Leveraging baker resources your job search in finance

    Additional Resources

    Baker Library Research Guides:

    • Financial Services & Investment Banking Industry http://www.library.hbs.edu/guides/financial_services

    • Financial Rankings and League Table Information http://www.library.hbs.edu/guides/financial_rankings

    • Hedge Funds http://www.library.hbs.edu/guides/hedgefunds

    • Financial Markets http://www.library.hbs.edu/guides/financial_markets

    • Venture Capital and Private Equity http://www.library.hbs.edu/guides/venture/

    • Full list of all Research Guides http://www.library.hbs.edu/guides

      Information Sessions:

    • Leveraging Baker Resources for a Job Search in Venture Capital and Private Equity

      • Monday 11/3 3-4pm, Hawes 101

    • Bloomberg - Fixed Income Idea Generation (Rescheduled from 10/23)

      • Thursday, 11/12 3-4pm, Hawes 201


    Still need help

    Still Need Help?

    In-Person Assistance:Reference librarian (Ask for reference librarian at the front desk)

    Reference hours: MON-THURS: 9am – 7pm; FRI: 9am - 6pm; SAT: 12 pm – 4 pm

    Baker Library Reading Room Hours*:

    • MON-THURS: 9 a.m.–12 a.m. ; FRI: 9 a.m. – 6 p.m.

    • SAT: 12 p.m. – 7 p.m.; SUN: 12 p.m. – 12 a.m.

      Phone: 617.495.6040

      Request a consultation (email [email protected]) to schedule an appointment with a reference librarian.

      Online Assistance:Database Help Sheets - http://www.library.hbs.edu/helpsheets/Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/

      Search and browse about 200 answers to library service and substantive research

      questions. New answers are added daily.

      Email - [email protected]

      *Reading Room hours vary during the summer and holidays, see Hours at :http://www.library.hbs.edu/info/hours.html.


    Leveraging baker resources your job search in finance

    Thank You!

    Cynthia Churchwell

    [email protected]

    617.495.6040

    Questions?


  • Login