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Slide 1 - Baker Library | Bloomberg Center

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Slide 1 - Baker Library | Bloomberg Center

  1. 1. Leveraging Baker Resources: Your Job Search in Finance Cynthia Churchwell, Information Research Specialist October 15 and 19, 2009
  2. 2. <ul><li>Areas we’ll cover today: </li></ul><ul><li>Overview of Baker Library | Bloomberg Center Web site </li></ul><ul><li>Industry Overviews </li></ul><ul><li>News and Trends </li></ul><ul><li>Information ON I nvestment Firms </li></ul><ul><li>Research BY Investment Firms </li></ul><ul><li>Investment Research Process </li></ul><ul><li>Rankings and Deals </li></ul><ul><li>Career Resources </li></ul><ul><li>Additional Resources </li></ul>So, you’re looking to land a job in Finance?
  3. 3. Baker Library | Bloomberg Center Website
  4. 4. <ul><li>Detailed overviews of over 50 industries worldwide. </li></ul><ul><li>Includes: “Investment Services,” “Financial Services: Diversified,” “Banking,” and “REITS.” </li></ul><ul><li>Reviews industry trends, how industry operates, key statistics, how to analyze company in industry, top players, and industry references. </li></ul><ul><li>Once in the database, select Industries from the menu bar. </li></ul><ul><ul><li>Tip : Use PDF format. </li></ul></ul><ul><ul><li>Tip : Use Comparative Co. Analysis for Excel file. </li></ul></ul>Industry Overviews Standard & Poor's NetAdvantage http://www.library.hbs.edu/go/s_and_p.html
  5. 5. <ul><li>Detailed overviews of industries worldwide. Choose Industries and Browse by OneSource Industry. </li></ul><ul><li>Choose “Investment Services” or “Miscellaneous Financial Services” for various reports by industry and region. </li></ul><ul><li>Reviews industry trends, key statistics, top players, and industry references. </li></ul>Industry Overviews OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html
  6. 6. <ul><li>Factiva http://www.library.hbs.edu/go/factiva.html </li></ul><ul><li>Strong in financial publications. Articles from 1,000s of publications in 22 languages. </li></ul><ul><ul><li>Powerful search features allow sophisticated searching. </li></ul></ul><ul><ul><li>See Article Database Command Comparison Chart at http://www.library.hbs.edu/helpsheets/commandcomparison.html for search tips. </li></ul></ul><ul><li>News Page </li></ul><ul><li>Browse news by sector. E.g., Investing/Securities. </li></ul><ul><li>Click on the “News Pages” tab. </li></ul><ul><li>From “Factiva Pages” pull-down menu in the upper left, select “Investing/Securities.” </li></ul>News and Trends
  7. 7. Factiva: Investing/Securities News Page News and Trends
  8. 8. Get News Delivered To You <ul><li>Editor’s Choice and RSS feeds. E.g., Banking/Credit </li></ul><ul><li>Go to http://www.library.hbs.edu/go/factiva.html for instructions. </li></ul><ul><li>Industry Highlights Newsletter. E.g., Investment Management </li></ul><ul><li>- emailed every 2 weeks </li></ul><ul><li>Go to http://listserv.hbs.edu/restrict_mba/careers.html to sign up. </li></ul><ul><li>Customize what gets delivered </li></ul><ul><li>- create your own searches </li></ul><ul><li>Go to Feeds and Alerts for details (Fast Answers about key resources and &quot;how-tos&quot;). </li></ul>News and Trends
  9. 9. <ul><li>Once in Factiva, click on the “Search – Search Builder” Tab </li></ul><ul><li>In the “Free Text” search box, type hlp=Goldman Sachs . </li></ul><ul><li>From the “Date” pull-down menu select “In the last year.” </li></ul><ul><li>Select Source: Wall Street Journal ( click ONCE to add) </li></ul><ul><li>Click “Run Search.” </li></ul><ul><li>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. </li></ul><ul><li>To download selected articles to Microsoft Word select items then click “RTF.” </li></ul>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. 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. 11. Capital IQ: Investment Firm Profiles http://www.library.hbs.edu/go/capitaliq.html <ul><li>Profiles and data on public and private firms. </li></ul><ul><li>Profiles may include description, structure, financials, officers, competitors, multiples, transactions, investments, stock information, filings, etc. </li></ul><ul><li>Use Search box in upper-left. (Same as selecting “Company Intelligence” tab then “Search Profiles,” then “Search Companies.”) </li></ul>Information ON Investment Firms
  12. 12. Capital IQ: Public Firm Profile Information ON Investment Firms
  13. 13. <ul><li>See also: </li></ul><ul><li>OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html </li></ul><ul><ul><li>Source of company profiles, financial data, news, and industry information. </li></ul></ul><ul><li>Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html </li></ul><ul><ul><li>Additional source of company profiles and transaction data. </li></ul></ul><ul><li>Databases by Content Type – Company Information http://www.library.hbs.edu/databases/by_content_type/company_information.html </li></ul><ul><ul><li>Complete list of sources of company profiles and transaction data. </li></ul></ul>Information ON Investment Firms
  14. 14. <ul><li>Thomson ONE Banker http://www.library.hbs.edu/go/thomsonbanker.html </li></ul><ul><ul><li>Analyst reports. No charge for reports. </li></ul></ul><ul><ul><li>Choose “Research” from “Company Analysis” menu then choose “Conduct Research Report Search.” </li></ul></ul><ul><li>First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html </li></ul><ul><ul><li>Earnings data and analyst reports. Contains Thomson Proprietary Research reports. </li></ul></ul><ul><li>Value Line http://www.library.hbs.edu/go/valueline.html </li></ul><ul><ul><li>Information and advice on stocks, industries, mutual funds, options, and convertibles. </li></ul></ul><ul><li>LehmanLive http://www.library.hbs.edu/go/lehman.html </li></ul><ul><ul><li>Fixed income and equity research. </li></ul></ul><ul><li>Standard & Poor’s Ratings Direct http://www.library.hbs.edu/go/ratingsdirect.html </li></ul><ul><ul><li>Fixed income and sovereign debt ratings. </li></ul></ul><ul><li>OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html </li></ul><ul><ul><li>Analyst reports. Not as complete as Investext. </li></ul></ul><ul><ul><li>Good place for additional types of information. </li></ul></ul>Research BY Investment Firms
  15. 15. Investment Research Process <ul><li>Earnings </li></ul><ul><li>First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html </li></ul><ul><li>Bloomberg </li></ul><ul><ul><li>O n single security main menu t ype EE <GO> for Earnings Estimates Menu. </li></ul></ul><ul><ul><li>On single security main menu t y pe EVT <GO> for calendar of corporate events. Check for audio and/or transcripts of earnings calls. </li></ul></ul><ul><li>Thomson ONE Banker </li></ul><ul><li>http://www.library.hbs.edu/go/thomsonbanker.html </li></ul><ul><ul><li>For transcripts of earnings calls limit search by Contributor to “Streetevents.” </li></ul></ul><ul><li>For more sources see Fast Answer </li></ul><ul><li>Question: Where can I find transcripts of conference calls? </li></ul>
  16. 16. Institutional Investor <ul><li>Institutional Investor http://www.library.hbs.edu/go/instinv.html </li></ul><ul><li>All America (All Europe, All Japan, etc.) Research Team </li></ul><ul><li>Surveys list top analysts by sector </li></ul><ul><ul><li>In the upper left under &quot;Publications&quot; select the U.S. or International edition. </li></ul></ul><ul><ul><li>Scroll down and on the left side click &quot;Rankings Archives.” </li></ul></ul><ul><ul><li>From the pull-down menu next to &quot;View another ranking&quot; select &quot;All- America Research Team.&quot; </li></ul></ul><ul><li>“ 20 Rising Stars” in the field (e.g., hedge funds, wealth </li></ul><ul><li>management, real estate, mutual funds, compliance, etc.) </li></ul><ul><ul><li>In the upper left under &quot;Publications&quot; select “Rising Stars” </li></ul></ul>
  17. 17. Capital IQ: Creating Deals Lists <ul><li>To create list of transactions/deals: Click on “Screening & Analytics” tab then choose Screening—Transactions </li></ul><ul><li>To create target list of firms/companies: Click on “Screening & Analytics” tab then choose Screening—Companies </li></ul><ul><li>Good for networking too! </li></ul><ul><li>To create target list of people: Click on “Screening & Analytics” tab then choose Screening—People </li></ul>Rankings and Deals Capital IQ: Creating Lists http ://www.library.hbs.edu/go/capitaliq.html
  18. 18. Capital IQ Example: List of Deals by Financial Advisor – Goldman Sachs <ul><li>Go to “Screening & Analytics” tab. Choose “Screening” then “Transactions” </li></ul><ul><li>Under “List Management” click “Add Companies”. </li></ul><ul><li>Search for advisors by name [in this case Goldman Sachs]. </li></ul><ul><li>Add them to Selected Companies, then select “Advisor” from the “This criterion describes” field. Click “Add Criteria” button. </li></ul><ul><li>Under “General Transaction Details” click on “Transaction Dates” and choose “last 12 months”. </li></ul><ul><li>Click “Add Criteria” button. </li></ul><ul><li>Click on “View Results” to view results. </li></ul><ul><li>To create a specific report, click “Add Display Columns” under Display Options. </li></ul><ul><li>Choose desired fields and order to display and click “View Results.” </li></ul><ul><li>Click Excel icon to export screening results and aggregate data. </li></ul>Rankings and Deals
  19. 19. Capital IQ Example: Screening Transactions Page Rankings and Deals
  20. 20. Capital IQ Example: Search Criteria List of Deals by Financial Advisor – Goldman Sachs Rankings and Deals
  21. 21. Capital IQ Example: Screening Results List of Deals by Financial Advisor – Goldman Sachs Rankings and Deals
  22. 22. Rankings and Deals <ul><li>Thomson ONE Banker </li></ul><ul><li>http://www.library.hbs.edu/go/thomsonbanker.html </li></ul><ul><li>To create target list of transactions/deals: Click on “Deals Analysis” menu. Choose security type then “Advanced Search.” </li></ul><ul><li>To create league tables: Click on “Deals Analysis” menu. Choose security type then “League Tables” or “Custom League Tables.&quot; </li></ul><ul><li>To create target list of firms/companies: Click on “Screening & Targeting” menu. Choose “Companies.” </li></ul>
  23. 23. Thomson ONE Banker Example: List of M&A Deals by Financial Advisor – Goldman Sachs <ul><li>Go to “Deals Analysis”. Under M&A choose “Advanced M&A Search”. </li></ul><ul><li>On Item List tab expand “Deal Info” and expand “Dates.” Choose “Date Announced,” select “Year-to-Date,” and click “Apply to search.” </li></ul><ul><li>On Item List tab expand “Manager/Fees.” Choose “Target or Acquiror Financial Advisors” and search for advisors by name [in this case Goldman Sachs]. </li></ul><ul><li>Add them to Selected Items, then click “OK.” </li></ul><ul><li>Under the Search List section of the Advanced Search choose the type of report to Open/Create. Choose “Standard Report.” </li></ul><ul><li>Click “Execute.” </li></ul><ul><li>Scroll all the way to the right to click Excel icon to export results. </li></ul>Rankings and Deals
  24. 24. Rankings and Deals Thomson ONE Banker: Advanced M&A Search Screen
  25. 25. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Goldman Sachs
  26. 26. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Goldman Sachs
  27. 27. Rankings and Deals Thomson ONE Banker: Search Results List of Deals by Financial Advisor – Goldman Sachs
  28. 28. Rankings and Deals Thomson ONE Banker: M&A League Tables
  29. 29. Rankings and Deals Thomson ONE Banker: M&A Worldwide Announced League Table
  30. 30. <ul><li>League Tables in Bloomberg </li></ul><ul><li>Bloomberg Command: LEAG <GO> </li></ul>Rankings and Deals
  31. 31. <ul><li>M&A League Tables in Bloomberg </li></ul><ul><li>Bloomberg Command: MA <GO> </li></ul>Rankings and Deals
  32. 32. Capital IQ Example: List of Money Managers in Europe with over $100B Assets Under Management <ul><li>Go to “Screening & Analytics” tab. Choose “Screening” then “Companies” </li></ul><ul><li>In box to “Search or add data points:” type “assets under management.” Scroll to desired data item and click “Quick add.” </li></ul><ul><li>Follow prompts to specify desired value (in $mm) for specific time period [in this case 100000 Latest Annual]. Click “Add Criteria” button. </li></ul><ul><li>Under “Company Details” click on “Geographic Locations” and choose “Europe”. Click “Add Criteria” button. </li></ul><ul><li>Click on “View Results” to view results. </li></ul>Rankings and Deals
  33. 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. 34. <ul><li>Fast Answer </li></ul><ul><li>Question: Where can I find rankings from the financial press? </li></ul><ul><li>Answer: The answer lists multiple sources including Pensions & Investments </li></ul><ul><li>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. </li></ul><ul><li>See also Where can I find league tables? </li></ul>Rankings and Deals
  35. 35. <ul><li>Pensions & Investments </li></ul><ul><li>rankings freely available online </li></ul>Rankings and Deals
  36. 36. <ul><li>Fast Answer </li></ul><ul><li>Question: Where can I find league tables? </li></ul><ul><li>Answer: Generate custom tables or find league tables in: </li></ul><ul><li>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 . </li></ul><ul><li>Thomson ONE Banker </li></ul><ul><ul><li>Click &quot;Deals Analysis&quot; from the left navigation bar. </li></ul></ul><ul><ul><li>Click the deal category of interest (M&A, Equity, Bond, or Loan). </li></ul></ul><ul><ul><li>Click “Advanced Search” to create a search or “League Tables“ for preformatted tables. </li></ul></ul><ul><li>Bloomberg Academic or Bloomberg Professional - Type LEAG and hit GO . </li></ul><ul><ul><li>Audiovisual Demonstration for Creating Generic League Tables </li></ul></ul><ul><ul><li>Audiovisual Demonstration for Creating Custom League Tables </li></ul></ul>Rankings and Deals
  37. 37. <ul><li>Company, Industry & Career http://www.library.hbs.edu/guides/company-industry-and-career-research.html </li></ul><ul><ul><ul><li>Identify resources useful for various aspects of job searching. </li></ul></ul></ul><ul><ul><ul><li>Sections include Find news and trends, Find companies, Network, and more. </li></ul></ul></ul><ul><li>Vault Online Career Library http://www.library.hbs.edu/go/vault.html </li></ul><ul><ul><ul><li>Information on industries including Financial Services, Investment Banking, Hedge Funds, and Venture Capital. </li></ul></ul></ul><ul><ul><ul><li>Insider views on working for specific companies around the globe. </li></ul></ul></ul>Career Resources
  38. 38. <ul><li>Bloomberg Command: JOBS <GO> </li></ul><ul><li>Choose Options to screen for jobs. </li></ul>Career Resources
  39. 39. <ul><li>Baker Library Research Guides: </li></ul><ul><li>Financial Markets http://www.library.hbs.edu/guides/financialmarkets.html </li></ul><ul><li>Financial Services & Investment Banking http://www.library.hbs.edu/guides/financialservices.html </li></ul><ul><li>Hedge Funds http://www.library.hbs.edu/guides/hedgefunds.html </li></ul><ul><li>Venture Capital and Private Equity http://www.library.hbs.edu/guides/venture/ </li></ul><ul><li>Complete list of Research Guides http://www.library.hbs.edu/guides </li></ul><ul><li>Information Sessions: </li></ul><ul><li>Leveraging Baker Resources for your Job Search </li></ul><ul><ul><li>Wed. 10/21 3-4pm, Hawes 202 </li></ul></ul><ul><li>Leveraging Baker Resources for a Job Search in Venture Capital and Private Equity </li></ul><ul><ul><li>Wed. 11/4 3-4pm, Hawes 201 </li></ul></ul>Additional Resources
  40. 40. Still Need Help? <ul><li>In-Person Assistance: Reference librarian (A sk for reference librarian at the front desk ) </li></ul><ul><li>Reference hours: MON-THURS: 9am – 7pm; FRI: 9am - 5pm; SUN: 12 pm – 7 pm </li></ul><ul><li>Baker Library Reading Room Hours*: </li></ul><ul><ul><ul><li>MON-THURS: 9 a.m.–12 a.m. ; FRI: 9 a.m. – 5 p.m. </li></ul></ul></ul><ul><ul><ul><li>SAT: 12 p.m. – 7 p.m.; SUN: 12 p.m. – 12 a.m. </li></ul></ul></ul><ul><li>Phone: 617.495.6040 </li></ul><ul><ul><li>Request a consultation: Email [email_address] to schedule an appointment with a reference librarian. </li></ul></ul><ul><li>Online Assistance: Database Help Sheets - http://www.library.hbs.edu/helpsheets/ Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/ </li></ul><ul><ul><li>Search and browse answers to library service and substantive research </li></ul></ul><ul><ul><li>questions. </li></ul></ul><ul><ul><li>Email - [email_address] </li></ul></ul><ul><li>*Reading Room hours vary during the summer and holidays, see Hours at : http://www.library.hbs.edu/info/hours.html . </li></ul>

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