Finance Job Search Edge: Baker Resources

Danielle BarneyReference Librarian, Baker LibraryOctober 26, 2006

Baker Library Reference Services

Contact: refquest@hbs.edu

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

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!

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.

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

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.

Factiva – Investing/Securities News Page http://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:1. Click on the "News Pages" tab. 2. From "Factiva Pages" pull-down menu in the

upper left, select “Investing/Securities."

Factiva: Investing/Securities News Page

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

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

Factiva Example: Search for articles on

Goldman Sachs in the Wall Street Journal http://www.library.hbs.edu/hbs/go/factiva.html

To do this search:

1. Once in Factiva, click on the “Search” Tab2. 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" button4. 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”.

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.

Capital IQ: Firm Profile (public co.)

Capital IQ: Firm Profile (private co.)

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.

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)

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

Capital IQ: Creating Deals Listshttp://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

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.

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

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

To do this search:

1. Go to "Analytics & Targeting" tab and choose "Transaction" Screening

2. Click on "Add Companies" under the Coverage Management section.

3. Search for advisors by name [in this case Morgan Stanley].4. Add them to Selected Items, then select "Advisor" from the

"This criterion describes" field. Click Add Criteria button. 5. Then under “General Transaction Details” click on

“Transaction Dates” and choose “last 12 months”. 6. Click Add Criteria button.7. Click on “Total Matching” to view results.

League Tables in BloombergBloomberg Command: LEAG <GO>

M&A League Tables in Bloomberg

Bloomberg Command: MA <GO>

Special Bonus: Job Listings in BloombergBloomberg Command: JOBS <GO>

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

Other Baker Research Guides that might be of interest:

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/

Full list of all Baker research guideshttp://www.library.hbs.edu/guides/

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

Thank You!

(Any questions?)