34 Year Old , Non Finance background. Possible to break into ER?

Long time lurker here. I would like the community to be brutally honest with me. Graduated college in 2008. I’ve been running a family owned business since. Right now its looking like the transition to me is now going to happen as I planned so I’m looking for other opportunities.

I’m immensely interested in research and currently manage my own portfolio of about 750k I can model , but I would further sharpen those skills. Thanks in advance!

391 WSO Academy Equity Research Session Reviews: 4.83/5

Class of '26 Oct 2026 Cohort

5.00/5

Equity Research Full Resume Review

“Markus was incredibly helpful with the CV review, he started off looking at my CV and gave me a detailed list of questions, really trying to understand the candidate before making the CV. He made all the refinements himself and never took more than 24 hours in between correspondence. He also gave me a detailed list of all actions he had taken and why to help explain his reasoning before I could even pushback, which made the process convenient. Overall had an incredibly positive and pleasant time.”

Class of '24 May 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“He was great and gave me very useful advice about building a finance-focused project. He suggested using Bloomberg data and exploring many different variables, such as prices, trading volume, interest rates, market confidence, and other financial indicators. I especially liked that he connected the project to practical finance applications. This could help me build a stronger resume, gain experience with real financial data, and understand how data science is actually used to find signals and make investment decisions. His advice also helped me see how I could turn a class project into something useful for finance, quantitative research, and future career opportunities.”

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Authored by: Certified Equity Research Professional - Vice PresidentCertified Equity Research Pro

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34 Year Old , Non Finance background. Possible to break into ER?

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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34 Year Old , Non Finance background. Possible to break into ER?

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