Path/Break into Research Analyst
Hello, Im trying to figure out the best path/ if it is possible for me to break into Equity Research
Background:
Recent grad from a target/top public school from the south.
GPA: ~3.5
Major: economics with minor in finance
WE: Top Wealth management firm internship that I was able to use to gain some internship experience in M&A after they were acquired and the head VP of M&A of took a liking to me and saw potential in me. (VP background consisted of GS Analyst ->GS Associate-> at the time current role)
Projects/Competitions: Top 10 finish in a national investment/trading competition hosted by a target school.
I am decent to good at most of the modeling that would be involved in a ER role and am currently learning and researching companies and creating a research report/ stock pitch if I can land an interview. I know that networking is probably going to be my top suggestion, but should I try to land a role in an industry that I would live to eventually do research in? Should I look at DEI options/opportunities if thats available?
Thanks!
Hey there! It looks like you've got a solid foundation to make a run at breaking into Equity Research (ER). With your background from a target school, a decent GPA, and a mix of economics and finance, you're starting from a strong position. Here's a breakdown of how you can leverage your experience and what steps you might consider taking:
Leverage Your Internship Experience:
Capitalize on Your Competition Success:
Continue Building Your Modeling Skills:
Create a Research Report/Stock Pitch:
Networking:
Industry Focus:
Diversity, Equity, and Inclusion (DEI) Opportunities:
WSO Resources:
Remember, breaking into ER is about showcasing your analytical skills, industry knowledge, and passion for investing. With your background and a strategic approach, you're well on your way. Keep learning, keep networking, and don't be afraid to reach out to people in the industry for informational interviews. Good luck!
Sources: Breaking into buy-side equity research - my experience, Breaking into buy-side equity research - my experience, Helpful Resources For Breaking Into Equity Research
A 3.5? Yea the DEI checks out…
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