Finance Job Search Edge: Baker Resources

1. Finance Job Search Edge: Baker Resources Danielle Barney Reference Librarian, Baker Library October 26, 2006 Baker Library Reference Services Contact: refquest@hbs.edu

2. So, you’re looking to land a job in Finance? • Things you might want to review: • Overviews of industry • Information on specific firms • Where to find the latest trends and news • Getting a list of financial firms by specific characteristics • League tables and rankings information • Information on deals, deal managers, and underwriters

3. Key resources for interview prep and creating targets lists • S&P Industry Surveys: industry, incl. top 20. • Capital IQ: company info, deals, people • Factiva: news (recent and older) • Baker Financial Services Industry and Financial Rankings research guides • Bloomberg: league tables, deals, everything So, that’s what we’ll cover today!

4. S&P Industry Reports http://www.library.hbs.edu/go/s_and_p.html • Detailed overviews of over 50 industries. Global scope. • Includes: “Investment Services,” “Financial Services: Diversified,” “Banking,” and “REITS.” • Reviews current industry issues, top players, how to analyze an industry. • Updated every six months. • Once in the database, select industry from the Industry Surveys pull-down menu.Tip: Use PDF format.

5. Baker Financial Services & Investment Banking Industry Guide(http://www.library.hbs.edu/guides/financial_rankings/)

6. Finding Latest Financial News and Trends: • My.Hbs Careers Page – Highlights Newsletters “Investment Management Careers” - emailed every 2 weeks http://listserv.hbs.edu/restrict_mba/careers.html • Factiva – http://www.library.hbs.edu/go/factiva.html - strong in financial publications [joint venture of Reuters & Dow Jones], great source for trends, has articles from over 6,000 publications. Can set up RSS feeds.

7. Factiva – Investing/Securities News Pagehttp://www.library.hbs.edu/go/factiva.html • Use this to browse news by sector or view just WSJ, Financial Times or Barron’s. • To find it: • Click on the "News Pages" tab. • From "Factiva Pages" pull-down menu in the upper left, select “Investing/Securities."

8. Factiva: Investing/Securities News Page

9. Finding Background Information on a Specific Firm: • Factiva search: for news • Capital IQ • Other Baker databases: OneSource, Orbis see Databases by Content Type for list of all dbs with company information -- http://www.library.hbs.edu/databases/by_content_type/company_information.html

10. Factiva Example: Search for articles on Goldman Sachs in the Wall Street Journal

11. Factiva Example: Search for articles on Goldman Sachs in the Wall Street Journalhttp://www.library.hbs.edu/hbs/go/factiva.html To do this search: 1. Once in Factiva, click on the “Search” Tab 2. Select Source: Wall Street Journal (click ONCE to add) 3. In the "Free Text" search box, type Goldman Sachs. 4. From the "Date" pull-down menu select "In the last year", then click on "Run Search" button 4. Articles on Goldman Sachs in the Wall Street Journal will appear. Sort by Relevancy to get articles that mention Goldman the most. 5. To download selected articles to Microsoft Word, click “RTF”.

12. Capital IQ: Firm Profiles http://www.library.hbs.edu/go/capitaliq.html • To get Firm profiles, select “Company Intelligence” tab then Search Profiles—Search Companies • Profiles may include description, structure, financials, officers, competitors, multiples, transactions, investments, stock info., filings, etc.

13. Capital IQ: Firm Profile (public co.)

14. Capital IQ: Firm Profile (private co.)

15. Investment and Brokerage Research: • Thomson Investext – http://www.library.hbs.edu/go/investext.html [No charge for these reports.] • First Call - http://www.library.hbs.edu/go/first_call.html • Value Line - http://www.library.hbs.edu/go/valueline.html • S&P Ratings Direct: http://www.library.hbs.edu/go/ratingsdirect.html (fixed income, sovereign debt) • OneSource - http://www.library.hbs.edu/go/onesource.html Also includes brokerage research reports from investment banks but coverage not as extensive as Investext.

16. Rankings, Deals Lists: • Baker Financial Rankings Research Guide: links to published rankings (http://www.library.hbs.edu/guides/financial_rankings/) • Capital IQ: create deals lists, target lists • Bloomberg: league tables, rankings • SDC: create deals lists (no remote access)

17. Baker Financial Rankings Research Guidehttp://www.library.hbs.edu/guides/financial_rankings/

18. Capital IQ: Creating Deals Listshttp://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 • Then • Select desired criteria and click “Add Criteria” • Click “Total Matching” to display results • To create a specific report, click “Customize” under Display Options. Then choose desired fields and click “View Results.” Now choose “All Transactions” under Reporting Options and click Go.

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

20. Capital IQ Example: List of Deals by Financial Advisor – Morgan Stanley • To do this search: • Go to "Analytics & Targeting" tab and choose "Transaction" Screening • Click on "Add Companies" under the Coverage Management section. • Search for advisors by name [in this case Morgan Stanley]. • Add them to Selected Items, then select "Advisor" from the "This criterion describes" field. Click Add Criteria button. • Then under “General Transaction Details” click on “Transaction Dates” and choose “last 12 months”. • Click Add Criteria button. • Click on “Total Matching” to view results.

21. League Tables in Bloomberg Bloomberg Command: LEAG <GO>

22. M&A League Tables in Bloomberg Bloomberg Command: MA <GO>

23. Special Bonus: Job Listings in Bloomberg Bloomberg Command: JOBS <GO>

24. SDC Database: Deal Information • Mergers, Acquisitions, Spin-offs, New Issues, etc. • New Issues [Equity & Debt] • Ask at library for assistance

25. Other Baker Research Guides that might be of interest: • Hedge Funds Guidehttp://www.library.hbs.edu/guides/hedgefunds/ • Financial Markets Guidehttp://www.library.hbs.edu/guides/financial_markets/ • Venture Capital and Private Equity Guidehttp://www.library.hbs.edu/guides/venture/ • Full list of all Baker research guides http://www.library.hbs.edu/guides/

26. Still need help? • Contact a Baker librarian: • In person! (see hours at our Web site) • By email: refquest@hbs.edu (You can also make an appointment for a more in-depth research consultation or training.) • By phone: 617-495-6040 • These Slides posted to Baker Library web site at: • http://www.library.hbs.edu/services/workshops.html

27. Thank You! (Any questions?)