1. Copyright 2004 President & Fellows Harvard College Leveraging Baker Resources for a Job Search in Finance Ann Cullen Financial Librarian, Baker Library October 25, 2005 Baker Library Curriculum Group Contact: refquest@hbs.edu

2. Copyright 2004 President & Fellows Harvard College So, you’re thinking of getting a job in Finance? Things I could imagine you might want to review: Overviews of industry & careers Where to find the latest trends and news Getting a list of financial firms by specific characteristics Information on specific firms League tables and rankings information Where to find investment research Information on deals, deal managers, and underwriters Job listings So, that’s what we’ll cover today!

3. Copyright 2004 President & Fellows Harvard College Career Information: Vault Guides http://www.library.hbs.edu/go/vault.html –100+ page overviews of careers in Investment Banking, Investment Management, Hedge Funds, etc. –Reports on Morgan Stanley, Goldman, Fidelity, etc., the inside take on what’s it’s like to work at various major firms –Guidance on quantitative and financial interviews Wetfeet Guides [competitor to Vault] – available in Baker Library

4. Copyright 2004 President & Fellows Harvard College S&P Industry Reports http://www.library.hbs.edu/go/s_and_p.html http://www.library.hbs.edu/go/s_and_p.html Detailed overviews of over 50 industries. Includes:“Investment Services”, “Banking” and “Financial Services: Diversified” Reviews current industry issues, top players, how to analyze an industry. Updated every six months. Once in the database, select industry choice from the pull-down menu at the right of the screen.

5. Copyright 2004 President & Fellows Harvard College Capital IQ – http://www.library.hbs.edu/go/capitaliq.html http://www.library.hbs.edu/go/capitaliq.html To get company lists and transaction information, click on “Analytics and Targeting” tab To get Firm Profiles and search for information on individuals, click on “Company Intelligence” tab Has global coverage Good place also to get background information on individuals.

6. Copyright 2004 President & Fellows Harvard College Example: List of Deals by Financial Advisor – Morgan Stanley

7. Copyright 2004 President & Fellows Harvard College Example: List of Deals by Financial Advisor – Morgan Stanley To do this search: 1. Go to "Analytics & Targeting" and pick "Transaction" Screening 2. Click on "Add Companies" under the Coverage Management section of the dashboard. 3. Search for advisors by name, [in this case “Morgan Stanley” add them to Selected Items, then select "Advisor" from the "This criterion describes" field. Click Add Criteria button. 4. Then under “General Transaction Details” click on “Transaction Dates” and limit search to the “last 12 months”. Then click Add Criteria button. 5. Click on the final number under “Matches” to view results.

8. Copyright 2004 President & Fellows Harvard College Example: List of Beverage companies with Total Enterprise Value greater that 100 million

9. Copyright 2004 President & Fellows Harvard College Example: List of Beverage companies with Total Enterprise Value greater that 100 million To do this search: 1. Go to "Analytics & Targeting" and pick “Company Screening” 2. Click on "Financial Statements" under Financial Information to the left of the screen, and click on "Key Financials" and click on your mouse on "Total Enterprise Value" in the list. In the Value box below, put in Greater than: 100. Then click Add Criteria in the lower right. 3. Then in the upper left of the screen, click on "Industry Classifications", and search for "Beverages" and click on that selection with your mouse, and then click Add Criteria in the lower right. 4. From the final results listed, click on the final number under “Matches” to view results.

10. Copyright 2004 President & Fellows Harvard College 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 and Dow Jones], great source for trends, has news articles from over 6,000 publications.http://www.library.hbs.edu/go/factiva.html

11. Copyright 2004 President & Fellows Harvard College Factiva – Investing/Securities News Page http://www.library.hbs.edu/go/factiva.html 1. Click on the "News Pages" tab. 2. From "Factiva Pages" pull-down menu in the upper left, select “Investing/Securities"

12. Copyright 2004 President & Fellows Harvard College Factiva – Investing/Securities News Page

13. Copyright 2004 President & Fellows Harvard College Example – Search for articles on Goldman Sachs in the Wall Street Journal

14. Copyright 2004 President & Fellows Harvard College Factiva http://www.library.hbs.edu/hbs/go/factiva.html http://www.library.hbs.edu/hbs/go/factiva.html Example – Search for articles on Goldman Sachs in the Wall Street Journal To do this search: 1. Once in Factiva, click on the “Search” Tab 2. Select Source: Wall Street Journal 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" button 4. 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”.

15. Copyright 2004 President & Fellows Harvard College Baker Library Financial Services and Investment Banking Research Guide http://www.library.hbs.edu/guides/financial_services / http://www.library.hbs.edu/guides/financial_services / Guide to help you identify the key resources available at Baker for information on Finance Industry Often you can click right into the resource (Otherwise it will tell you where to find it at Baker Library) Includes lists of directories in Baker of Investment Management, Investment Banking and other types of Financial firms List of major trade publications available in Finance List of sources for job listings

16. Copyright 2004 President & Fellows Harvard College Other Baker Research Guides that might be of assistance: Financial Rankings and League Table Information Guide http://www.library.hbs.edu/guides/financial_rankings/ Hedge Funds Guide http://www.library.hbs.edu/guides/hedgefunds/ http://www.library.hbs.edu/guides/hedgefunds/ Financial Markets Guide http://www.library.hbs.edu/guides/financial_markets/ http://www.library.hbs.edu/guides/financial_markets/ Venture Capital and Private Equity Guide http://www.library.hbs.edu/guides/venture/ http://www.library.hbs.edu/guides/venture/

17. Copyright 2004 President & Fellows Harvard College 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.htmlhttp://www.library.hbs.edu/go/first_call.html Value Line - http://www.library.hbs.edu/go/valueline.html Onesource - http://www.library.hbs.edu/go/onesource.htmlhttp://www.library.hbs.edu/go/onesource.html Also includes brokerage research reports from investment banks but coverage not as extensive as Investext.

18. Copyright 2004 President & Fellows Harvard College Thomson Investext – Locate Healthcare research by Morgan Stanley

19. Copyright 2004 President & Fellows Harvard College Thomson Investext – Locate Healthcare research by Morgan Stanley 1.Click on tab that says “Research”, then select “Full Search” 2.Search for “healthcare” in the Title. 3.Select Report Type: Industry 4.Select Contributor: Morgan Stanley 5.Select Report Date: Last 6 Months 6.Then click mouse on the blue “Search” button. *Remember: No charge for Investext reports!

20. Copyright 2004 President & Fellows Harvard College Another Source for Investment Research : Thomson StreetEvents – http://www.library.hbs.edu/go/streetevents.html http://www.library.hbs.edu/go/streetevents.html (On all eight workstations in the Baker Exchange.)Baker Exchange Access to audio-visual content and transcripts of company analyst conference calls for earnings guidance, M&A, and other types of corporate calls in the form of live webcasts and online replays. Also coverage of sell-side industry research conferences. Opportunity to listen to company presentations as presented and also to hear the questions brokerage analysts are asking and how the companies respond.

21. Copyright 2004 President & Fellows Harvard College StreetEvents

22. Copyright 2004 President & Fellows Harvard College StreetEvents

23. Copyright 2004 President & Fellows Harvard College StreetEvents – ability to “listen in”

24. Copyright 2004 President & Fellows Harvard College Baker Exchange - http://www.library.hbs.edu/exchange/ http://www.library.hbs.edu/exchange/ Focus of this area – tracking business as it’s happening. Map of Baker Exchange at - http://www.library.hbs.edu/exchange/map-of- exchange.html http://www.library.hbs.edu/exchange/map-of- exchange.html Login information for 8 computers in the Baker Exchange available at – http://www.library.hbs.edu/intraonly_cgi/secure/exchange http://www.library.hbs.edu/intraonly_cgi/secure/exchange

25. Copyright 2004 President & Fellows Harvard College Bloomberg terminals 6 in the Baker Exchange 1 in the Financial Databases Room, 3 rd Fl.-Baker SDC Platinum Database 1 in the Financial Databases Room, 3 rd Fl.-Baker Financial Databases Room

26. Copyright 2004 President & Fellows Harvard College Bloomberg Command: LEAG

27. Copyright 2004 President & Fellows Harvard College Bloomberg Command: MA

28. Copyright 2004 President & Fellows Harvard College Bloomberg Command: JOBS

29. Copyright 2004 President & Fellows Harvard College SDC Database SDC Database - Deal Information Mergers, Acquisitions, Spin-offs, etc.. New Issues [Equity & Debt]

30. Copyright 2004 President & Fellows Harvard College Still need help? Contact a Baker librarian:  In person! (see hours at our Web site)hours  By email: refquest@hbs.edu (You can also make an appointment for a more in-depth research consultation.)refquest@hbs.edu  By phone: 617-495-6040 Attend a Baker Workshop:  Capital IQ – 10/27/05 3-4pm, Aldrich 210  Leveraging Baker Resources for a Job Search in Private Equity – 11/9/05 3-4pm, Hawes 101 Attend Baker Exchange Events:  Advanced Bloomberg API – 11/16/05  Intro to Bloomberg – 12/1/05  Fixed Income Information in Bloomberg – 12/7/05 More Info see: http://www.library.hbs.edu/exchange/schedule.html http://www.library.hbs.edu/exchange/schedule.html

31. Copyright 2004 President & Fellows Harvard College Thank You! (Any questions?) Ann Cullen – acullen@hbs.eduacullen@hbs.edu These Slides posted to Baker Library web site at: http://www.library.hbs.edu/services/workshops.html