Equity research sales

Hi there- seeking advice on equity research sales. Can anyone comment on their experience?! Thanks

416 WSO Academy Equity Research Session Reviews: 4.84/5

Class of '28 Dec 2026 Cohort

5.00/5

Equity Research Full Resume Review

“wilson was an excellent mentor throughout the entire resume review process and i genuinely appreciated the time and effort he put into helping me improve my application. what stood out most was how thorough and attentive he was in understanding my background and making sure my experiences were accurately represented. he went beyond simply editing my resume by asking thoughtful questions and helping me identify ways to better communicate my accomplishments. in particular he helped me articulate the experience of building and selling my own business to a search fund and understand how to position that experience as a differentiator when applying to investment banking and private equity roles. he also provided practical advice on how to approach interviews and communicate my experience effectively. i especially appreciated his patience, responsiveness, and willingness to go back and forth until every detail was right. he was genuinely personable throughout the process and made what could have been a fairly straightforward resume review feel like a much more valuable mentorship experience. i am very grateful for his help and would highly recommend working with him to anyone going through the wso academy program.”

Class of '18 Nov 2026 Cohort

5.00/5

Equity Research Career Roadmap (optional)

“Aditya provided a pathway very specific for my background as a consultant looking for a career change. He provided additional resources I can look into and how to build a portfolio that will leverage my experience. ”

See All 11,817 WSO Academy Reviews

3 Comments

a2z93

IB

4y

Bump

Reply

Quote

Report

Other

Authored by: Certified Investment Banking Professional - 2nd Year AssociateCertified Investment Banking Pro

G M A N

HF

4y

What specifically are you looking to learn? You might have more luck on the trading forum since 'sales and trading' go together. There's a hall of famer post stickied at the top of you're looking for the basics about the role.

Reply

Quote

Report

Other

And can it ever be?

trying_my_best

ER

3y

Corporis suscipit accusantium id vel cum quia architecto in. Quaerat sint necessitatibus velit recusandae exercitationem fugit. Dolores libero voluptatem quo tempore inventore aliquam provident. In quibusdam et mollitia iure exercitationem quis. Suscipit id provident totam deserunt possimus vitae.

Quis voluptatem nobis porro quaerat recusandae delectus eveniet. Et odit unde beatae architecto assumenda quo nulla. Et et sapiente ratione vero magni voluptatem.

Suscipit minus ut in. Ullam et voluptas molestiae eos eum. Veniam necessitatibus eius eius quis velit.

Placeat harum consequuntur autem dolores officiis voluptatum quae. Expedita nam consequatur dolorem autem. Sunt sed atque et quia. Nam similique quaerat non assumenda rerum sunt consequatur. Et debitis veniam voluptatibus minima numquam exercitationem est. Nesciunt aspernatur voluptas quia. Necessitatibus nihil ab sint sit.

Reply

Quote

Report

Other

+14	Is Equity Research Dying - Where Are the Future Opportunites?	4	1w
+11	BB Asset Management or Macro S&T Internship for Full-Time ER Recruiting?	3	9h
+10	Detailed Revenue and Cost Builds	4	2d
+10	Associates who stuck around for > 5 years working for the same analyst. Why?	4	2w
+10	Equity Research Recruiting as a Freshman	4	11h
+7	Analyst with no coverage or ranking	5	2w
+6	Preparation for grad scheme - buyside ER	1	1w
+1	IB SA -> ER FT	4	3w
0	Equity Research Rankings	1	2w

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Equity research sales

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Equity research sales

See All Comments - 100% Free

Trending Content - Equity Research Forum