Leveraging Baker Resources:

Your Job Search in Finance

Cynthia Churchwell, Information Research SpecialistOctober 16 and 20, 2008

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

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

Baker Library | Bloomberg Center Website

• 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.

Industry Overviews

Standard & Poor's NetAdvantagehttp://www.library.hbs.edu/go/s_and_p.html

• Detailed overviews of industries worldwide.• Includes: “Investment Services,” “Miscellaneous Financial Services,”

and “Commercial Banks.”• Reviews industry trends, key statistics, top players, and industry

references.

Industry Overviews

OneSource Global Business Browserhttp://www.library.hbs.edu/go/onesource.html

Factiva http://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 PageBrowse news by sector. E.g., Investing/Securities.

1. Click on the “News Pages” tab. 2. From “Factiva Pages” pull-down menu in the upper left, select

“Investing/Securities.”

News and Trends

Factiva: Investing/Securities News Page

News and Trends

Get News Delivered To You

• 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").

News and Trends

1. Once in Factiva, click on the “Search” Tab2. In the “Free Text” search box, type hlp=Goldman Sachs. 3. From the “Date” pull-down menu select “In the last year.”4. Select Source: Wall Street Journal (click ONCE to add)5. Click “Run Search.”6. 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.

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

Information ON Investment Firms

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

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 Profileshttp://www.library.hbs.edu/go/capitaliq.html

• 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.”

Information ON Investment Firms

Capital IQ: Public Firm Profile

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.

Information ON 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.

• LehmanLive http://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.

Research BY Investment Firms

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 AnswerQuestion: Where can I find transcripts of conference calls?

Institutional Investor

Institutional Investor

http://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

• To create 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

Rankings and Deals

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

Capital IQ Example: List of Deals by Financial Advisor – Morgan Stanley

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

2. Under “List Management” click “Add Companies”.3. Search for advisors by name [in this case Morgan Stanley].4. Add them to Selected Companies, then select “Advisor” from the

“This criterion describes” field. Click “Add Criteria” button. 5. Under “General Transaction Details” click on “Transaction Dates”

and choose “last 12 months”. 6. Click “Add Criteria” button.7. Click on “Total Matching Transactions” to view results. 8. To create a specific report, click “Add Display Columns” under

Display Options. 9. Choose desired fields and order to display and click “View

Results.” 10. Click Excel icon to export screening results and aggregate data.

Rankings and Deals

Capital IQ Example: Screening Transactions Page

Rankings and Deals

Capital IQ Example: Search Criteria List of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

Capital IQ Example: Screening Results List of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

Capital IQ Example: More Screening ResultsList of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

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.”

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

Thomson ONE Banker Example: List of M&A Deals by Financial Advisor – Morgan Stanley

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

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

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

4. Add them to Selected Items, then click “OK.” 5. Under the Search List section of the Advanced Search choose the

type of report to Open/Create. Choose “Standard Report.” 6. Click “Execute.” 7. Scroll all the way to the right to click Excel icon to export results.

Rankings and Deals

Rankings and Deals

Thomson ONE Banker: Advanced M&A Search Screen

Rankings and Deals

Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

Thomson ONE Banker: Search ResultsList of Deals by Financial Advisor – Morgan Stanley

Rankings and Deals

Thomson ONE Banker: M&A League Tables

Rankings and Deals

Thomson ONE Banker: M&A Worldwide Announced League Table

League Tables in BloombergBloomberg Command: LEAG <GO>

Rankings and Deals

M&A League Tables in Bloomberg

Bloomberg Command: MA <GO>

Rankings and Deals

Fast AnswerQuestion: 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.

Rankings and Deals

• 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.

Career Resources

Bloomberg Command: JOBS <GO>

Career Resources

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?

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 infoservices@hbs.edu) 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 - infoservices@hbs.edu

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

Thank You!

Cynthia Churchwellinfoservices@hbs.edu617.495.6040

Questions?