Leveraging Baker Resources:
Your Job Search in Finance
Cynthia Churchwell, Information Research Specialist
October 13, 2010
So, you’re looking to land a job in Finance?
Areas we’ll cover today:
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Overview of Baker Library | Bloomberg Center Web site
Industry Overviews
News and Trends
Information ON Investment Firms
Research BY Investment Firms
Rankings and Deals
Career Resources
Additional Resources
Baker Library | Bloomberg Center Website
MyHBS: Click tab for Baker Library
http://my.hbs.edu
Industry Overviews
Standard & Poor's NetAdvantage
http://www.library.hbs.edu/go/s_and_p.html
• 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
OneSource Global Business Browser
http://www.library.hbs.edu/go/onesource.html
• Detailed overviews of industries worldwide. From Industries tab choose
Industries Browse >> OneSource Industry.
• Choose “Investment Services” or “Miscellaneous Financial Services” for
various reports by industry and region.
• Reviews industry trends, key statistics, top players, and industry
references.
News and Trends
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 Page
Browse 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
• Editor’s Choice and RSS feeds. E.g., Banking/Credit
Go to http://www.library.hbs.edu/go/factiva.html.
In Factiva click Tools >> Editor’s Choice.
• 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").
Information ON Investment Firms
Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the
Wall Street Journal for the past year.
Once in Factiva, click on the “Search – Search Builder” 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.
7. To download selected articles to Microsoft Word select items then
click “RTF.”
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Information ON Investment Firms
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
• Profiles and data on public and private firms.
• Profiles may include description, structure, financials, officers,
competitors, multiples, transactions, investments, stock information,
filings, etc.
• Use Search box in upper-left. (Same as selecting “Company
Intelligence” tab >> Search Profiles >> Companies.)
Information ON Investment Firms
Capital IQ: Public Firm Profile
Information ON Investment Firms
See also:
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OneSource Global Business Browser
http://www.library.hbs.edu/go/onesource.html
– Source of company profiles, financial data, news, and industry
information.
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Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html
– Additional source of company profiles and transaction data.
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Databases by Content Type – Company Information
http://www.library.hbs.edu/databases/by_content_type/company_information.html
– Complete list of sources of company profiles and transaction data.
Research BY Investment Firms
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Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html
– Analyst reports. No charge for reports.
– In “Company Analysis” section choose “Research” then “Conduct Research
Report Search.”
– For transcripts of earnings calls limit search by Contributor to “Streetevents.”
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Bloomberg Academic or Bloomberg Professional
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On single security main menu type EE <GO> for Earnings Estimates Menu.
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For transcripts of earnings calls see Fast Answer for: Where can I find
transcripts of conference calls?
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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.
– Good place for additional types of information.
Research BY Investment Firms
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Value Line http://www.library.hbs.edu/go/valueline.html
– Information and advice on stocks, industries, mutual funds, options, and
convertibles.
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LehmanLive http://www.library.hbs.edu/go/lehman.html
– Fixed income and equity research.
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Standard & Poor’s Ratings Direct
http://www.library.hbs.edu/go/ratingsdirect.html
– Fixed income and sovereign debt ratings.
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OneSource Global Business Browser
http://www.library.hbs.edu/go/onesource.html
– Analyst reports. Not as complete as Thomson ONE Banker.
– Good place for additional types of information.
Rankings and Deals
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
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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 "AllAmerica Research Team."
• “20 Rising Stars” in the field (e.g., hedge funds, wealth
management, real estate, mutual funds, compliance, etc.)
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In the upper left under "Publications" select “Rising Stars”
Rankings andCapital
Deals IQ: Creating Deals Lists
Capital IQ: Creating Lists
http://www.library.hbs.edu/go/capitaliq.html
• 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
Good for networking too!
• To create target list of people: Click on “Screening & Analytics”
tab then choose Screening—People
Rankings and Deals
Capital IQ Example: List of Deals
Last 12 months by Financial Advisor – Goldman Sachs
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 Goldman Sachs].
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 “View Results” 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 – Goldman Sachs
Rankings and Deals
Capital IQ Example: Screening Results
List of Deals by Financial Advisor – Goldman Sachs
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 league tables: Click on “Deals Analysis” menu.
Choose security type then “League Tables” or “Custom League
Tables."
• To create target list of firms/companies: Click on “Screening &
Targeting” menu. Choose “Companies.”
Rankings and Deals
Thomson ONE Banker Example:
List of M&A Deals by Financial Advisor – Goldman Sachs
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 Goldman Sachs].
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
Thomson ONE Banker: Advanced M&A Search Screen
Rankings and Deals
Thomson ONE Banker: Search Criteria
List of Deals by Financial Advisor – Goldman Sachs
Rankings and Deals
Thomson ONE Banker: Search Criteria
List of Deals by Financial Advisor – Goldman Sachs
Rankings and Deals
Thomson ONE Banker: Search Results
List of Deals by Financial Advisor – Goldman Sachs
Rankings and Deals
Thomson ONE Banker: M&A League Tables
Rankings and Deals
Thomson ONE Banker: M&A Worldwide Announced League Table
Rankings and Deals
League Tables in Bloomberg
Bloomberg Command: LEAG <GO>
Rankings and Deals
M&A League Tables in Bloomberg
Bloomberg Command: MA <GO>, See League Table - Financial
Rankings and Deals
Capital IQ Example:
List of Money Managers in Europe with over $100B Assets
Under Management
1. Go to “Screening & Analytics” tab. Choose “Screening” then
“Companies”
2. In box to “Search or add data points:” type “assets under
management.” Scroll to desired data item and click “Quick add.”
3. Follow prompts to specify desired value (in $mm) for specific time
period [in this case 100000 Latest Annual]. Click “Add Criteria”
button.
4. Under “Company Details” click on “Geographic Locations” and
choose “Europe”. Click “Add Criteria” button.
5. Click on “View Results” to view results.
Rankings and Deals
Capital IQ Example: Search Criteria
List of Money Managers in Europe with over $100B Assets Under
Management
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Step 2
Rankings and Deals
Fast Answer
Question: Where can I find rankings from the financial press?
Answer: The answer lists multiple sources including Pensions & Investments
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Pensions & Investments
Check Harvard availability
Various money manager rankings freely available online. E.g., Largest Money
Managers, Top International & Global Money Managers, Top Defined Contribution
Money Managers, and Top Real Estate Money Managers.
Rankings and Deals
Pensions & Investments
rankings freely available online
Rankings and Deals
Fast Answer
Question: Where can I find league tables?
Answer: Generate custom tables or find league tables in:
• Institutional Investor.com – In the upper right click Research. Scroll down to
Research & Rankings on the left.
• Thomson ONE Banker
– Click "Deals Analysis" from the left navigation bar.
– Click the deal category of interest (M&A, Equity, Bond, or Loan).
– Click “Advanced Search” to create a search or “League Tables“ for preformatted
tables.
• Bloomberg Academic or Bloomberg Professional - Type LEAG and hit GO.
– Audiovisual Demonstration for Creating Generic League Tables
– Audiovisual Demonstration for Creating Custom League Tables
Career Resources
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Company, Industry & Career
http://www.library.hbs.edu/guides/company-industry-and-careerresearch.html
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Identify resources useful for various aspects of job searching.
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Sections include Find news and trends, Find companies,
Network, and more.
Vault Online Career Library
http://www.library.hbs.edu/go/vault.html
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Information on industries including Financial Services, Investment
Banking, Hedge Funds, and Venture Capital.
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Insider views on working for specific companies around the globe.
Career Resources
Bloomberg Command: JOBS <GO>
Choose Job Search to screen for jobs.
Additional Resources
Baker Library Research Guides:
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Financial Markets http://www.library.hbs.edu/guides/financialmarkets.html
Financial Services & Investment Banking
http://www.library.hbs.edu/guides/financialservices.html
Hedge Funds http://www.library.hbs.edu/guides/hedgefunds.html
Venture Capital and Private Equity http://www.library.hbs.edu/guides/venture/
Complete list of Research Guides http://www.library.hbs.edu/guides
Information Sessions:
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Leveraging Baker Resources for your Job Search
– Mon. 10/25 3-4pm, Aldrich 209
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Leveraging Baker Resources for a Job Search in Venture Capital and
Private Equity
– Tues. 10/26 4-5pm, Aldrich 209
Check http://www.library.hbs.edu/services/workshops.html for updates and slides.
Still Need Help?
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Reference librarian (Ask for reference librarian at the front desk)
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Phone: 617.495.6040
Request a consultation: Email infoservices@hbs.edu to schedule an appointment
with a reference librarian.
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Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/
Search and browse answers to library service and substantive research questions.
Email - infoservices@hbs.edu
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http://www.library.hbs.edu/info/hours.html.