Leveraging Baker Resources
for a Job Search in Finance
Ann Cullen
Financial Librarian, Baker Library
October 25, 2005
Baker Library Curriculum Group
Contact: refquest@hbs.edu
Copyright 2004 President & Fellows Harvard College
So, you’re thinking of getting a
job in Finance?
Things I could imagine you might want to review:
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Overviews of industry & careers
Where to find the latest trends and news
Getting a list of financial firms by specific characteristics
Information on specific firms
League tables and rankings information
Where to find investment research
Information on deals, deal managers, and underwriters
Job listings
So, that’s what we’ll cover today!
Copyright 2004 President & Fellows Harvard College
Career Information:
• Vault Guides
http://www.library.hbs.edu/go/vault.html
– 100+ page overviews of careers in Investment Banking,
Investment Management, Hedge Funds, etc.
– Reports on Morgan Stanley, Goldman, Fidelity, etc., the
inside take on what’s it’s like to work at various major firms
– Guidance on quantitative and financial interviews
•
Wetfeet Guides [competitor to Vault] – available in Baker Library
Copyright 2004 President & Fellows Harvard College
S&P Industry Reports
http://www.library.hbs.edu/go/s_and_p.html
• Detailed overviews of over 50 industries.
• Includes:“Investment Services”, “Banking” and
“Financial Services: Diversified”
• Reviews current industry issues, top players,
how to analyze an industry.
• Updated every six months.
• Once in the database, select industry choice
from the pull-down menu at the right of the
screen.
Copyright 2004 President & Fellows Harvard College
Capital IQ –
http://www.library.hbs.edu/go/capitaliq.html
• To get company lists and transaction information, click on
“Analytics and Targeting” tab
• To get Firm Profiles and search for information on
individuals, click on “Company Intelligence” tab
• Has global coverage
• Good place also to get background information on
individuals.
Copyright 2004 President & Fellows Harvard College
Example: List of Deals by Financial Advisor –
Morgan Stanley
Copyright 2004 President & Fellows Harvard College
Example: List of Deals by Financial Advisor –
Morgan Stanley
To do this search:
1. Go to "Analytics & Targeting" and pick "Transaction"
Screening
2. Click on "Add Companies" under the Coverage
Management section of the dashboard.
3. 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.
4. Then under “General Transaction Details” click on
“Transaction Dates” and limit search to the “last 12 months”.
Then click Add Criteria button.
5. Click on the final number under “Matches” to view results.
Copyright 2004 President & Fellows Harvard College
Example: List of Beverage companies with Total
Enterprise Value greater that 100 million
Copyright 2004 President & Fellows Harvard College
Example: List of Beverage companies with Total
Enterprise Value greater that 100 million
To do this search:
1. Go to "Analytics & Targeting" and pick “Company
Screening”
2. Click on "Financial Statements" under Financial
Information to the left of the screen, and click on "Key
Financials" and click on your mouse on "Total Enterprise
Value" in the list. In the Value box below, put in
Greater than: 100. Then click Add Criteria in the lower
right.
3. Then in the upper left of the screen, click on "Industry
Classifications", and search for "Beverages" and click on
that selection with your mouse, and then click Add
Criteria in the lower right.
4. From the final results listed, click on the final number
under “Matches” to view results.
Copyright 2004 President & Fellows Harvard College
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 and Dow Jones],
great source for trends, has news articles from over 6,000
publications.
Copyright 2004 President & Fellows Harvard College
Factiva – Investing/Securities News Page
http://www.library.hbs.edu/go/factiva.html
1. Click on the "News Pages" tab.
2. From "Factiva Pages" pull-down menu in the upper left,
select “Investing/Securities"
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Factiva – Investing/Securities News Page
Copyright 2004 President & Fellows Harvard College
Example – Search for articles on Goldman Sachs in
the Wall Street Journal
Copyright 2004 President & Fellows Harvard College
Factiva
http://www.library.hbs.edu/hbs/go/factiva.html
Example – Search for articles on Goldman Sachs in the
Wall Street Journal
To do this search:
1.
2.
3.
4.
Once in Factiva, click on the “Search” Tab
Select Source: Wall Street Journal
In the "Free Text" search box, type Goldman Sachs.
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”.
Copyright 2004 President & Fellows Harvard College
Baker Library Financial Services and
Investment Banking Research Guide
http://www.library.hbs.edu/guides/financial_services/
• Guide to help you identify the key resources available at
Baker for information on Finance Industry
• Often you can click right into the resource (Otherwise it
will tell you where to find it at Baker Library)
• Includes lists of directories in Baker of Investment
Management, Investment Banking and other types of
Financial firms
• List of major trade publications available in Finance
• List of sources for job listings
Copyright 2004 President & Fellows Harvard College
Other Baker Research Guides that might be
of assistance:
• Financial Rankings and League Table Information Guide
http://www.library.hbs.edu/guides/financial_rankings/
• Hedge Funds Guide
http://www.library.hbs.edu/guides/hedgefunds/
• Financial Markets Guide
http://www.library.hbs.edu/guides/financial_markets/
• Venture Capital and Private Equity Guide
http://www.library.hbs.edu/guides/venture/
Copyright 2004 President & Fellows Harvard College
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
• Onesource - http://www.library.hbs.edu/go/onesource.html
Also includes brokerage research reports from investment banks but
coverage not as extensive as Investext.
Copyright 2004 President & Fellows Harvard College
Thomson Investext –
Locate Healthcare research by Morgan Stanley
Copyright 2004 President & Fellows Harvard College
Thomson Investext –
Locate Healthcare research by Morgan Stanley
1. Click on tab that says “Research”, then select
“Full Search”
2. Search for “healthcare” in the Title.
3. Select Report Type: Industry
4. Select Contributor: Morgan Stanley
5. Select Report Date: Last 6 Months
6. Then click mouse on the blue “Search”
button.
*Remember: No charge for Investext reports!
Copyright 2004 President & Fellows Harvard College
Another Source for Investment Research:
Thomson StreetEvents
–
http://www.library.hbs.edu/go/streetevents.html
(On all eight workstations in the Baker Exchange.)
• Access to audio-visual content and transcripts of
company analyst conference calls for earnings
guidance, M&A, and other types of corporate calls in
the form of live webcasts and online replays.
• Also coverage of sell-side industry research
conferences.
• Opportunity to listen to company presentations as
presented and also to hear the questions brokerage
analysts are asking and how the companies respond.
Copyright 2004 President & Fellows Harvard College
StreetEvents
Copyright 2004 President & Fellows Harvard College
StreetEvents
Copyright 2004 President & Fellows Harvard College
StreetEvents – ability to “listen in”
Copyright 2004 President & Fellows Harvard College
Baker Exchange http://www.library.hbs.edu/exchange/
• Focus of this area – tracking business as it’s
happening.
• Map of Baker Exchange at http://www.library.hbs.edu/exchange/map-ofexchange.html
• Login information for 8 computers in the Baker
Exchange available at –
http://www.library.hbs.edu/intraonly_cgi/secure/exchange
Copyright 2004 President & Fellows Harvard College
Bloomberg terminals
• 6 in the Baker Exchange
• 1 in the Financial Databases Room, 3rd Fl.-Baker
SDC Platinum Database
• 1 in the Financial Databases Room, 3rd Fl.-Baker
Financial
Databases
Room
Copyright 2004 President & Fellows Harvard College
Bloomberg Command: LEAG <GO>
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Bloomberg Command: MA <GO>
Copyright 2004 President & Fellows Harvard College
Bloomberg Command: JOBS <GO>
Copyright 2004 President & Fellows Harvard College
SDC Database - Deal Information
• Mergers, Acquisitions, Spin-offs, etc..
• New Issues [Equity & Debt]
Copyright 2004 President & Fellows Harvard College
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.)
 By phone: 617-495-6040
• Attend a Baker Workshop:
 Capital IQ – 10/27/05 3-4pm, Aldrich 210
 Leveraging Baker Resources for a Job Search in Private
Equity – 11/9/05 3-4pm, Hawes 101
• Attend Baker Exchange Events:
 Advanced Bloomberg API – 11/16/05
 Intro to Bloomberg – 12/1/05
 Fixed Income Information in Bloomberg – 12/7/05
More Info see: http://www.library.hbs.edu/exchange/schedule.html
Copyright 2004 President & Fellows Harvard College
Thank You!
(Any questions?)
Ann Cullen – acullen@hbs.edu
These Slides posted to Baker Library
web site at:
http://www.library.hbs.edu/services/workshops.html
Copyright 2004 President & Fellows Harvard College