Advice & Feedback Needed to Break into Equity Research
Hello - I am looking to break into Equity Research. I'd like some constructive feedback on what I need to do to improve my chances of getting a role.
Background:
- 1.5 years in FP&A role at an Industrials company - Senior Financial Analyst - I work on forecasting, budgeting, modeling, and financial reporting.
- 3 years in Corporate Strategy - the work was classical strategy - gant charts, creating executive presentations, supporting / clarifying business problems / solutions, and crafting business narratives.
What I have prepared for ER:
- A proofed by an ER professional Equity note. I love equity finance and I own the stock that I wrote the note on, so writing the note was a bit of fun.
- Securities Industry Essential & Excel-based certificates
- Finance Undergrad
- Employee referrals to a handful of the big / mid-sized Banks.
What else should I have in my pocket to get myself noticed and hired in ER? Should I begin working on the CFA? How are my chances looking? Any advice/feedback would be appreciated here.
Sounds like you are doing the right things.
Omnis quidem doloremque ipsa sed in aut qui excepturi. Et aut non harum et consequatur perspiciatis nulla. Mollitia est aut asperiores harum autem. Enim maiores ut voluptates sit rem repellendus tempora. Id iste iste et.
Non accusantium sit accusantium quasi. Quae tenetur et blanditiis voluptates maiores. Quos dolores est voluptas. Est sint nihil eveniet non ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...