1. Leveraging Baker Resources: Your Job Search in Finance Cynthia Churchwell, Information Research Specialist October 13, 2010

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 Rankings and Deals Career Resources Additional Resources So, you’re looking to land a job in Finance?

3. Baker Library | Bloomberg Center Website MyHBS: Click tab for Baker Library http://my.hbs.edu

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. From Industries tab choose Industries Browse >> 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. 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 Editor’s Choice and RSS feeds. E.g., Banking/Credit Go to http://www.library.hbs.edu/go/factiva.html.http://www.library.hbs.edu/go/factiva.html In Factiva click Tools >> Editor’s Choice. 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 – Search Builder” 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. Use Search box in upper-left. (Same as selecting “Company Intelligence” tab >> Search Profiles >> 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 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. Databases by Content Type – Company Information 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 ONE Banker http://www.library.hbs.edu/go/thomsonbanker.htmlhttp://www.library.hbs.edu/go/thomsonbanker.html –Analyst reports. No charge for reports. –In “Company Analysis” section choose “Research” then “Conduct Research Report Search.” –For transcripts of earnings calls limit search by Contributor to “Streetevents.” Bloomberg Academic or Bloomberg Professional – On single security main menu type EE for Earnings Estimates Menu. For transcripts of earnings calls see Fast Answer for: Where can I find transcripts of conference calls?Where can I find transcripts of conference calls? 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. –Good place for additional types of information. Research BY Investment Firms

15. 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.html 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 http://www.library.hbs.edu/go/onesource.html –Analyst reports. Not as complete as Thomson ONE Banker. –Good place for additional types of information. Research BY Investment Firms

16. 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” Rankings and Deals

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 http://www.library.hbs.edu/go/capitaliq.html

18. Capital IQ Example: List of Deals Last 12 months by Financial Advisor – Goldman Sachs 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 Goldman Sachs]. 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 “View Results” 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 – Goldman Sachs Rankings and Deals

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

22. 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." 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 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 Goldman Sachs]. 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

24. 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 Rankings and Deals

31. M&A League Tables in Bloomberg Bloomberg Command: MA, See League Table - Financial Rankings and Deals

32. Capital IQ Example: List of Money Managers in Europe with over $100B Assets Under Management 1.Go to “Screening & Analytics” tab. Choose “Screening” then “Companies” 2.In box to “Search or add data points:” type “assets under management.” Scroll to desired data item and click “Quick add.” 3.Follow prompts to specify desired value (in $mm) for specific time period [in this case 100000 Latest Annual]. Click “Add Criteria” button. 4.Under “Company Details” click on “Geographic Locations” and choose “Europe”. Click “Add Criteria” button. 5.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. Check Harvard availabilityrankings freely available online Rankings and Deals

35. Pensions & Investments rankings freely available online Rankings and Deals

36. Fast Answer Question: Where can I find league tables?Where can I find league tables? Answer: Generate custom tables or find league tables in: Institutional Investor.com – In the upper right click Research. Scroll down to Research & Rankings on the left.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 “Advanced Search” to create a search or “League Tables“ for preformatted tables. 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 Rankings and Deals

37. Company, Industry & Career http://www.library.hbs.edu/guides/company-industry-and-career- research.html 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 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 Choose Job Search to screen for jobs. Career Resources

39. Additional Resources Baker Library Research Guides: Financial Markets http://www.library.hbs.edu/guides/financialmarkets.htmlhttp://www.library.hbs.edu/guides/financialmarkets.html Financial Services & Investment Banking http://www.library.hbs.edu/guides/financialservices.html http://www.library.hbs.edu/guides/financialservices.html Hedge Funds http://www.library.hbs.edu/guides/hedgefunds.htmlhttp://www.library.hbs.edu/guides/hedgefunds.html Venture Capital and Private Equity http://www.library.hbs.edu/guides/venture/http://www.library.hbs.edu/guides/venture/ Complete list of Research Guides http://www.library.hbs.edu/guideshttp://www.library.hbs.edu/guides Information Sessions: Leveraging Baker Resources for your Job Search –Mon. 10/25 3-4pm, Aldrich 209 Leveraging Baker Resources for a Job Search in Venture Capital and Private Equity –Tues. 10/26 4-5pm, Aldrich 209 Check http://www.library.hbs.edu/services/workshops.html for updates and slides.http://www.library.hbs.edu/services/workshops.html

40. Still Need Help? In-Person Assistance: Reference librarian (Ask 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 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 answers to library service and substantive research questions. 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