22 y/o Buyside Equity Analyst (6 months in) What should my targets be for the next year?

Hi everyone,

I’m 22 and currently 6 months into my first role as a buyside equity analyst. I’m still early in the learning curve, but I want to be intentional about how I develop over the next 12 months.

For those who’ve been on the buyside longer: What should a strong first-year analyst be able to do by the end of year one? How much focus should I put on modeling vs. accounting depth vs. idea generation? When did you start pitching original ideas conf

409 WSO Academy Equity Research Session Reviews: 4.83/5

Class of '25 Nov 2026 Cohort

5.00/5

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“Chris was very easy to talk to and made the session feel relaxed and genuinely useful. He gave me clear, actionable tasks that I can go away and work on straight away to expand my network. I hope to reconvene with him at a later date to discuss the progress I have made and get his feedback on the work I have been doing.”

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“Craig gave me a really clear picture of how sell-side equity research actually works. The biggest takeaway was that research is a service business built on trust, not on picking stocks, and that analysts are paid on rankings rather than on whether a call is right. He was honest that even a 60% hit rate is excellent, and that it matters more to understand where you went wrong than where you were right. I also liked his point about not being “unintelligently wrong”: own the mistake and explain it well. On the practical side, he told me to start now by running a blog, posting on Seeking Alpha, using Koyfin as a cheap Bloomberg alternative, and using AI to draft commentary so I have more time to think deeply and explore other sectors. He also explained that research recruiting is much more targeted than IB, since sector teams are fairly autonomous, so I should reach out to senior analysts in specific sectors and recommend based on fit. His own path from no finance background, through China, to Wharton was encouraging. My one suggestion would be a quick walkthrough of what a strong first report looks like beyond the core pieces (recommendation, risks, summary, price target).”

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22 y/o Buyside Equity Analyst (6 months in) What should my targets be for the next year?

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22 y/o Buyside Equity Analyst (6 months in) What should my targets be for the next year?

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