Breaking into ER

Would it be beneficial to have a portfolio of research reports to reference on your resume/interviews. Similarly, would becoming a contributor to a financial news site like seekingalpha or something similar be viewed as applicable experience? if not, are there some other ways of showcasing work product?

6 Comments
 

Creating a portfolio of research reports and contributing to financial news sites like Seeking Alpha can indeed be beneficial when breaking into Equity Research (ER). Here's why and how you can leverage these strategies:

  1. Portfolio of Research Reports:

    • Having a portfolio of well-crafted research reports demonstrates your analytical skills, understanding of financial modeling, and ability to articulate investment theses.
    • It provides tangible evidence of your capabilities, which can be referenced during interviews or included in your resume.
    • Focus on quality over quantity. Ensure your reports are detailed, include valuation models (e.g., DCF, comparables), and present a clear buy/sell/hold recommendation.
  2. Contributing to Financial News Sites:

    • Writing for platforms like Seeking Alpha showcases your ability to analyze markets, communicate ideas effectively, and engage with a financial audience.
    • It can serve as a form of "published work," which adds credibility to your profile.
    • Highlight your contributions on your resume under a section like "Publications" or "Relevant Experience."
  3. Other Ways to Showcase Work Product:

    • Stock Pitch Competitions: Participate in these to gain experience and demonstrate your ability to pitch investment ideas.
    • Networking: Share your research with professionals in the industry to get feedback and build connections.
    • Certifications: Pursue certifications like CFA or enroll in financial modeling courses to strengthen your technical skills.
    • Internships: Secure internships in ER or related fields to gain hands-on experience.

By combining these strategies, you can build a strong case for your candidacy in ER roles.

Sources: Investment Banking Resume Template - Official WSO CV Example, Investment Banking Resume Template - Official WSO CV Example, Breaking into buy-side equity research - my experience, Long term, concentrated, deep fundamental investing, Q&A: Sell-Side Equity Research today

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Yes. As an associate in ER if I see someone send me an email without an attached stock pitch/really compelling reason why they want to work in public equities (being in your schools investment club isn’t good enough) I auto delete their email.

Wanna stand out against the other 50 people/week who email me a generic email with a resume? Attach a stock pitch w/ presentation slides and a short report.

 

Don’t send AI written reports. Use AI to help get your ideas down and with grammar but don’t use AI for your ideas.

 

Yes, having a portfolio of research reports or published contributions (like on Seeking Alpha) can definitely strengthen your resume and interviews, as it demonstrates analytical ability and communication skills; other ways to showcase work include writing case studies, building financial models, or sharing insights through blogs and professional networks.

 

Eum officia veniam et esse voluptatem ut. Dolores sit et quibusdam ut non quo. Quisquam natus et ut maxime eos ipsum.

Ea quibusdam autem quis sint voluptate et et. Laborum porro eos officia non eveniet ullam. Distinctio provident tempore qui dolor. Quis quo quos ea molestiae magnam aut.

Similique omnis eaque eos quam. Omnis nulla vel impedit. Fugit a odit atque voluptatem natus. Eos sed ratione aut repellendus est accusamus et beatae. Voluptatibus et temporibus cumque minima explicabo rerum.

Enim molestias quo maiores nesciunt. Laudantium magni velit impedit quis eligendi fugit. Ea quia hic velit omnis dolor possimus.

 

Provident omnis fugiat animi voluptatem consectetur molestiae a. Animi culpa accusamus eius sunt veniam. Quos totam reiciendis autem odio laborum.

Corrupti reiciendis et rerum et hic rerum blanditiis. Quo atque voluptatem et mollitia debitis numquam iste et. Ut distinctio amet et aut asperiores quo.

Eaque est in et est consectetur deleniti fugiat est. Ab in unde fuga illo. Dolorem aut et debitis eum praesentium voluptate.

[Comment removed by mod team]

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (66) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”