Research Report while interviewing

[mba2ka]

I am talking to a recruiter for equity reseasrch positions. He has asked me to submit a sample research report along with the resume to support my writing and research skills. Is it ok to give him a old research report published last year at my current job. Could there be a problem like ethics etc... What have you guys done in this situation? Thanks.

 

[numi]

if it was published, why would it be a problem to pass italong?

 

[Gouman]

As long as you wrote the report, I think thats fine.

 

[FIAnalyst]

You should be perfectly fine showing a published report.
Its the internal only stuff that you don't want to be showing around.

 

[mba2ka]

Thanks for your inputs. Our firm publishes reports to only few hundred buy side firms, not like a typical sell side shop where the research is more widely available. Could this still be considered an internal distribution or a proprietary product? Am I ok to pass on my report to the recruiter?

 

[hobbes928]

You're making a big deal out of nothing, considering it was distributed to the public and is over a year old. Few hundred buy side firms does not constitute "internal". Refer to the 87, it covers the topic of internal and external communication.

 

[FIAnalyst]

I don't work on the equity side, so I don't know what the 87 states. But for us: internal only means exactly that. Its internal only. Furthermore, it only goes to the sell side guys, meaning that even our internal prop desk, which sits several rows away, cannot see our internal only stuff.

If your company distributed it to clients, I cannot see any issue with bringing it as a sample.

 

[RAwannabeCFA]

It is kind of an unspoken rule that anything you are the author of you can include in your portfolio. Unless you have an employment contract that specificly prohibits you from doing so then you are fine.