Slide 1 - Baker Library | Bloomberg Center

  • 590 views
Uploaded on

 

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
590
On Slideshare
0
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
2
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide
  • Library Research Consultations Emphasize that although this session will demonstrate some general searches, librarians are always available to schedule an appointment with students to review specific research needs. What happens in a reference interview, how it helps to get you focused on your specific, customized research needs. Might want to contact us to arrange such an appointment sooner rather than later to strategize on your research. If you’re working with a team, might be better to set up consultation for the whole team Setting up appointments You can set up an appointment with a librarian – can set up by email, calling or in person Email is always checked – business days 9-5

Transcript

  • 1. Leveraging Baker Resources: Your Job Search in Finance Cynthia Churchwell, Information Research Specialist October 15 and 19, 2009
  • 2.
    • Areas we’ll cover today:
    • Overview of Baker Library | Bloomberg Center Web site
    • Industry Overviews
    • News and Trends
    • Information ON I nvestment 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?
  • 3. Baker Library | Bloomberg Center Website
  • 4.
    • 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 NetAdvantage http://www.library.hbs.edu/go/s_and_p.html
  • 5.
    • Detailed overviews of industries worldwide. Choose Industries and Browse by 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.
    Industry Overviews OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html
  • 6.
    • 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.
    • Click on the “News Pages” tab.
    • From “Factiva Pages” pull-down menu in the upper left, select “Investing/Securities.”
    News and Trends
  • 7. Factiva: Investing/Securities News Page News and Trends
  • 8. 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 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
  • 9.
    • 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.
    • To download selected articles to Microsoft Word select items then click “RTF.”
    Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the W all Street Journal for the past year. Information ON Investment Firms
  • 10. Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the W all Street Journal for the past year. Information ON Investment Firms
  • 11. 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 then “Search Profiles,” then “Search Companies.”)
    Information ON Investment Firms
  • 12. Capital IQ: Public Firm Profile Information ON Investment Firms
  • 13.
    • See also:
    • 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.
    • 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.
    Information ON Investment Firms
  • 14.
    • Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html
      • Analyst reports. No charge for reports.
      • Choose “Research” from “Company Analysis” menu then choose “Conduct Research Report Search.”
    • 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
  • 15. Investment Research Process
    • Earnings
    • First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html
    • Bloomberg
      • O n single security main menu t ype EE <GO> for Earnings Estimates Menu.
      • On single security main menu t y pe EVT <GO> for calendar of corporate events. Check for audio and/or transcripts of earnings calls.
    • Thomson ONE Banker
    • http://www.library.hbs.edu/go/thomsonbanker.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?
  • 16. 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 &quot;Publications&quot; select the U.S. or International edition.
      • Scroll down and on the left side click &quot;Rankings Archives.”
      • From the pull-down menu next to &quot;View another ranking&quot; select &quot;All- America Research Team.&quot;
    • “ 20 Rising Stars” in the field (e.g., hedge funds, wealth
    • management, real estate, mutual funds, compliance, etc.)
      • In the upper left under &quot;Publications&quot; select “Rising Stars”
  • 17. 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
    • Good for networking too!
    • To create target list of people: Click on “Screening & Analytics” tab then choose Screening—People
    Rankings and Deals Capital IQ: Creating Lists http ://www.library.hbs.edu/go/capitaliq.html
  • 18. Capital IQ Example: List of Deals by Financial Advisor – Goldman Sachs
    • Go to “Screening & Analytics” tab. Choose “Screening” then “Transactions”
    • Under “List Management” click “Add Companies”.
    • Search for advisors by name [in this case Goldman Sachs].
    • 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 “View Results” 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.
    Rankings and Deals
  • 19. Capital IQ Example: Screening Transactions Page Rankings and Deals
  • 20. Capital IQ Example: Search Criteria List of Deals by Financial Advisor – Goldman Sachs Rankings and Deals
  • 21. Capital IQ Example: Screening Results List of Deals by Financial Advisor – Goldman Sachs Rankings and Deals
  • 22. 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.&quot;
    • To create target list of firms/companies: Click on “Screening & Targeting” menu. Choose “Companies.”
  • 23. Thomson ONE Banker Example: List of M&A Deals by Financial Advisor – Goldman Sachs
    • 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 Goldman Sachs].
    • 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.
    Rankings and Deals
  • 24. Rankings and Deals Thomson ONE Banker: Advanced M&A Search Screen
  • 25. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Goldman Sachs
  • 26. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Goldman Sachs
  • 27. Rankings and Deals Thomson ONE Banker: Search Results List of Deals by Financial Advisor – Goldman Sachs
  • 28. Rankings and Deals Thomson ONE Banker: M&A League Tables
  • 29. Rankings and Deals Thomson ONE Banker: M&A Worldwide Announced League Table
  • 30.
    • League Tables in Bloomberg
    • Bloomberg Command: LEAG <GO>
    Rankings and Deals
  • 31.
    • M&A League Tables in Bloomberg
    • Bloomberg Command: MA <GO>
    Rankings and Deals
  • 32. Capital IQ Example: List of Money Managers in Europe with over $100B Assets Under Management
    • Go to “Screening & Analytics” tab. Choose “Screening” then “Companies”
    • In box to “Search or add data points:” type “assets under management.” Scroll to desired data item and click “Quick add.”
    • Follow prompts to specify desired value (in $mm) for specific time period [in this case 100000 Latest Annual]. Click “Add Criteria” button.
    • Under “Company Details” click on “Geographic Locations” and choose “Europe”. Click “Add Criteria” button.
    • Click on “View Results” to view results.
    Rankings and Deals
  • 33. Capital IQ Example: Search Criteria List of Money Managers in Europe with over $100B Assets Under Management Rankings and Deals Step 1 Step 2
  • 34.
    • Fast Answer
    • Question: Where can I find rankings from the financial press?
    • Answer: The answer lists multiple sources including Pensions & Investments
    • 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.
    • See also Where can I find league tables?
    Rankings and Deals
  • 35.
    • Pensions & Investments
    • rankings freely available online
    Rankings and Deals
  • 36.
    • Fast Answer
    • Question: Where can I find league tables?
    • Answer: Generate custom tables 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 &quot;Deals Analysis&quot; 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
    Rankings and Deals
  • 37.
    • Company, Industry & Career http://www.library.hbs.edu/guides/company-industry-and-career-research.html
        • Identify resources useful for various aspects of job searching.
        • Sections include Find news and trends, Find companies, Network, and more.
    • 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
  • 38.
    • Bloomberg Command: JOBS <GO>
    • Choose Options to screen for jobs.
    Career Resources
  • 39.
    • Baker Library Research Guides:
    • 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:
    • Leveraging Baker Resources for your Job Search
      • Wed. 10/21 3-4pm, Hawes 202
    • Leveraging Baker Resources for a Job Search in Venture Capital and Private Equity
      • Wed. 11/4 3-4pm, Hawes 201
    Additional Resources
  • 40. Still Need Help?
    • In-Person Assistance: Reference librarian (A sk for reference librarian at the front desk )
    • Reference hours: MON-THURS: 9am – 7pm; FRI: 9am - 5pm; SUN: 12 pm – 7 pm
    • Baker Library Reading Room Hours*:
        • MON-THURS: 9 a.m.–12 a.m. ; FRI: 9 a.m. – 5 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_address] 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 answers to library service and substantive research
      • questions.
      • Email - [email_address]
    • *Reading Room hours vary during the summer and holidays, see Hours at : http://www.library.hbs.edu/info/hours.html .