Advice to Make Yourself Competitive Transitioning from Client Facing SA Stint to ER?

Looking to potentially make a jump from a client facing summer internship to ER?

I know there’s a lot less seats than IB/teams mainly are summer analyst to AN conversions but are there any best practices to increase your likelihood of pulling this off?

I know the basics (concrete technicals/people skills/extensive networking) but are there any other ways to get a leg up?

I’m at probably the greatest possible disadvantage here - non-target (good alumni network in FoF tho), and a completely different internship area (albeit with a great name) but I’m dead set on making this possible.

Thanks guys

409 WSO Academy Equity Research Session Reviews: 4.83/5

Class of '25 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“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.”

Springfield College

Class of '29 Sep 2026 Cohort

4.85/5

Equity Research Mock Coffee Chat

“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).”

See All 11,550 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

1y

Sapiente quo incidunt eos cum sapiente dolores. Nisi natus ullam repudiandae ut. Voluptatem nulla aliquid nulla consequatur temporibus alias voluptates.

Libero qui autem reprehenderit alias debitis atque debitis. Quam similique delectus eveniet odit odio et commodi. Quisquam officiis quod voluptatem minima. Aspernatur ullam doloribus quo odit dolores aut molestias alias. Nulla fuga deleniti harum velit. Eius voluptatibus autem magni et harum.

+13	Is Equity Research Dying - Where Are the Future Opportunites?	4	1d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	6d
+9	UBS ER SA27 Superday	7	3w
+9	Detailed Revenue and Cost Builds	3	1w
+7	Analyst with no coverage or ranking	5	1w
+7	Uiuc or Ross or UChicago	8	2w
+1	IB SA -> ER FT	4	2w
0	Equity Research Rankings	1	1w

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	GameTheory	98.9
6	Betsy Massar	98.9
7	CompBanker	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Advice to Make Yourself Competitive Transitioning from Client Facing SA Stint to ER?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Advice to Make Yourself Competitive Transitioning from Client Facing SA Stint to ER?

See All Comments - 100% Free

Trending Content - Equity Research Forum