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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

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slide1
Leveraging Baker Resources:

Your Job Search in Finance

Cynthia Churchwell, Information Research Specialist

October 16 and 20, 2008

slide2
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
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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

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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

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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.”
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").

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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.”
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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

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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.
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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.
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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 for Earnings Estimates Menu.
    • On single security main menu type EVT 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
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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.
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Rankings and Deals

Capital IQ Example: Screening Transactions Page

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Rankings and Deals

Capital IQ Example: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley

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Rankings and Deals

Capital IQ Example: Screening Results

List of Deals by Financial Advisor – Morgan Stanley

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Rankings and Deals

Capital IQ Example: More Screening Results

List of Deals by Financial Advisor – Morgan Stanley

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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."
slide24
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.
slide25
Rankings and Deals

Thomson ONE Banker: Advanced M&A Search Screen

slide26
Rankings and Deals

Thomson ONE Banker: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley

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Rankings and Deals

Thomson ONE Banker: Search Criteria

List of Deals by Financial Advisor – Morgan Stanley

slide28
Rankings and Deals

Thomson ONE Banker: Search Results

List of Deals by Financial Advisor – Morgan Stanley

slide29
Rankings and Deals

Thomson ONE Banker: M&A League Tables

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Rankings and Deals

Thomson ONE Banker: M&A Worldwide Announced League Table

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Rankings and Deals

League Tables in Bloomberg

Bloomberg Command: LEAG

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Rankings and Deals

M&A League Tables in Bloomberg

Bloomberg Command: MA

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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.
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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.
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Career Resources

Bloomberg Command: JOBS

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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.

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Thank You!

Cynthia Churchwell

[email protected]

617.495.6040

Questions?

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