1. Leveraging Baker Resources: Your Job Search in Finance Cynthia Churchwell, Information Research Specialist October 16 and 20, 2008

2. Areas we’ll cover today: Overview of Baker Library | Bloomberg Center Web site Industry Overviews News and Trends Information ON Investment 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. Includes: “Investment Services,” “Miscellaneous Financial Services,” and “Commercial Banks.” 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.htmlhttp://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. http://www.library.hbs.edu/helpsheets/commandcomparison.html 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

7. Factiva: Investing/Securities News Page News and Trends

8. Get News Delivered To You RSS feeds. E.g., Banking/Credit Go to http://www.library.hbs.edu/go/factiva.html for instructions.http://www.library.hbs.edu/go/factiva.html Industry Highlights Newsletter. E.g., Investment Management - emailed every 2 weeks Go to http://listserv.hbs.edu/restrict_mba/careers.html to sign up.http://listserv.hbs.edu/restrict_mba/careers.html Customize what gets delivered - create your own searches Go to Feeds and Alerts for details (Fast Answers about key resources and "how-tos").Feeds and Alerts News and Trends

9. 1.Once in Factiva, click on the “Search” Tab 2.In the “Free Text” search box, type hlp=Goldman Sachs. 3.From the “Date” pull-down menu select “In the last year.” 4.Select Source: Wall Street Journal (click ONCE to add) 5.Click “Run Search.” 6.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.” Information ON Investment Firms Factiva Example: Articles with Goldman Sachs in the Headline/Lead Paragraph in the Wall Street Journal for the past year.

10. Information ON Investment Firms

11. Capital IQ: Investment Firm Profiles http://www.library.hbs.edu/go/capitaliq.html 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. Select “Company Intelligence” tab then “Search Profiles,” then “Search Companies.” Information ON Investment Firms

12. Capital IQ: Public Firm Profile Information ON Investment Firms

13. OneSource Global Business Browser http://www.library.hbs.edu/go/onesource.html 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.htmlhttp://www.library.hbs.edu/go/thomsonbanker.html –Additional source of company profiles and transaction data. Zephyr http://www.library.hbs.edu/go/zephyr.htmlhttp://www.library.hbs.edu/go/zephyr.html –More specialized source of company profiles and transaction data. Databases by Content Type http://www.library.hbs.edu/databases/by_content_type/company_information.html 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 Research – Investext http://www.library.hbs.edu/go/investext.htmlhttp://www.library.hbs.edu/go/investext.html –Analyst reports. No charge for reports. First Call Real-Time Earnings Estimates http://www.library.hbs.edu/go/first_call.html 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.htmlhttp://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.htmlhttp://www.library.hbs.edu/go/lehman.html –Fixed income and equity research. Standard & Poor’s Ratings Direct http://www.library.hbs.edu/go/ratingsdirect.htmlhttp://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 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 http://www.library.hbs.edu/go/first_call.html Bloomberg – On single security main menu type EE for Earnings Estimates Menu. – On single security main menu type EVT for calendar of corporate events. Check for audio and/or transcripts of earnings calls. Investext http://www.library.hbs.edu/go/investext.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?Where can I find transcripts of conference calls?

16. Institutional Investor Institutional Investor http://www.library.hbs.edu/go/instinv.html 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 "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 "All- America Research Team." “20 Rising Stars” in the field (e.g., hedge funds, wealth management, real estate, mutual funds, compliance, etc.) – In the upper left under "Publications" 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 Rankings and Deals Capital IQ: Creating Lists http://www.library.hbs.edu/go/capitaliq.html http://www.library.hbs.edu/go/capitaliq.html

18. Capital IQ Example: List of Deals by Financial Advisor – Morgan Stanley 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 Morgan Stanley]. 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 “Total Matching Transactions” 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

19. Capital IQ Example: Screening Transactions Page Rankings and Deals

20. Capital IQ Example: Search Criteria List of Deals by Financial Advisor – Morgan Stanley Rankings and Deals

21. Capital IQ Example: Screening Results List of Deals by Financial Advisor – Morgan Stanley Rankings and Deals

22. Capital IQ Example: More Screening Results List of Deals by Financial Advisor – Morgan Stanley Rankings and Deals

23. 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 target list of firms/companies: Click on “Screening & Targeting” menu. Choose “Companies.” To create league tables: Click on “Deals Analysis” menu. Choose “League Tables” or “Custom League Tables."

24. Thomson ONE Banker Example: List of M&A Deals by Financial Advisor – Morgan Stanley 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 Morgan Stanley]. 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

25. Thomson ONE Banker: Advanced M&A Search Screen

26. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Morgan Stanley

27. Rankings and Deals Thomson ONE Banker: Search Criteria List of Deals by Financial Advisor – Morgan Stanley

28. Rankings and Deals Thomson ONE Banker: Search Results List of Deals by Financial Advisor – Morgan Stanley

29. Rankings and Deals Thomson ONE Banker: M&A League Tables

30. Rankings and Deals Thomson ONE Banker: M&A Worldwide Announced League Table

31. League Tables in Bloomberg Bloomberg Command: LEAG Rankings and Deals

32. M&A League Tables in Bloomberg Bloomberg Command: MA Rankings and Deals

33. Fast Answer Question: Where can I find league tables? Answer: See the Baker Library Research Guide Financial Rankings and League Table Information You can generate or find league tables in:Financial Rankings and League Table Information 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.Institutional Investor.com Thomson ONE Banker –Click "Deals Analysis" from the left navigation bar. –Click the deal category of interest (M&A, Equity, Bond, or Loan). –Click "League Tables" and from that point follow the prompts leading to the specific league of interest. Bloomberg Academic or Bloomberg Professional - Type LEAG and hit GO.Bloomberg AcademicBloomberg Professional –Audiovisual Demonstration for Creating Generic League TablesAudiovisual Demonstration for Creating Generic League Tables –Audiovisual Demonstration for Creating Custom League TablesAudiovisual Demonstration for Creating Custom League Tables Zephyr - In the lower left, click Expert Search, then click the League Tables tab.Zephyr Rankings and Deals

34. Careers Research Guide http://www.library.hbs.edu/guides/career/ http://www.library.hbs.edu/guides/career/ –Identify resources useful for various aspects of job searching. –Sections include Indentify Employers, Research Companies, Research Industries, Network, Locate Job Postings, Prepare for Interviews, and Negotiate. Vault Online Career Library http://www.library.hbs.edu/go/vault.html 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

35. Bloomberg Command: JOBS Career Resources

36. Additional Resources Baker Library Research Guides: Financial Services & Investment Banking Industry http://www.library.hbs.edu/guides/financial_services http://www.library.hbs.edu/guides/financial_services Financial Rankings and League Table Information http://www.library.hbs.edu/guides/financial_rankings http://www.library.hbs.edu/guides/financial_rankings Hedge Funds http://www.library.hbs.edu/guides/hedgefundshttp://www.library.hbs.edu/guides/hedgefunds Financial Markets http://www.library.hbs.edu/guides/financial_marketshttp://www.library.hbs.edu/guides/financial_markets Venture Capital and Private Equity http://www.library.hbs.edu/guides/venture/http://www.library.hbs.edu/guides/venture/ Full list of all Research Guides http://www.library.hbs.edu/guideshttp://www.library.hbs.edu/guides Information Sessions: Leveraging Baker Resources for a Job Search in Venture Capital and Private Equity –Monday 11/3 3-4pm, Hawes 101 Bloomberg - Fixed Income Idea Generation (Rescheduled from 10/23) –Thursday, 11/12 3-4pm, Hawes 201

37. Still Need Help? In-Person Assistance: Reference librarian (Ask for reference librarian at the front desk) Reference hours: MON-THURS: 9am – 7pm; FRI: 9am - 6pm; SAT: 12 pm – 4 pm Baker Library Reading Room Hours*: MON-THURS: 9 a.m.–12 a.m. ; FRI: 9 a.m. – 6 p.m. SAT: 12 p.m. – 7 p.m.; SUN: 12 p.m. – 12 a.m. Phone: 617.495.6040 Request a consultation (email infoservices@hbs.edu) to schedule an appointment with a reference librarian.infoservices@hbs.edu Online Assistance: Database Help Sheets - http://www.library.hbs.edu/helpsheets/ Fast Answers - http://www.library.hbs.edu/cgi-bin/faq/http://www.library.hbs.edu/helpsheets/http://www.library.hbs.edu/cgi-bin/faq/ Search and browse about 200 answers to library service and substantive research questions. New answers are added daily. Email - infoservices@hbs.eduinfoservices@hbs.edu *Reading Room hours vary during the summer and holidays, see Hours at : http://www.library.hbs.edu/info/hours.html. http://www.library.hbs.edu/info/hours.html

38. Thank You! Cynthia Churchwell infoservices@hbs.edu 617.495.6040 Questions?