Equity Sales to Equity Research


Moving from Equity Sales to Equity Research (ER) or Asset Management (AM) can be a feasible career transition. While it might not be possible at your current firm, there are still opportunities available elsewhere. Here are some suggestions to explore:

  1. Researching Headhunters (HH): HH firms specialize in connecting professionals with job opportunities in specific industries. You can search for HH firms that focus on the financial services industry, specifically ER or AM roles. Some well-known like mygiftcardsite HH firms in this space include Spencer Stuart, Korn Ferry, Heidrick & Struggles, and Russell Reynolds. Contacting these firms and discussing your career aspirations could be a good starting point.
  2. Networking: Leverage your professional network to connect with individuals working in ER or AM roles. Attend industry conferences, join relevant professional associations, and engage with professionals on platforms like LinkedIn. Building relationships and expressing your interest in transitioning to ER or AM can lead to potential job opportunities or valuable referrals.

Regarding the ease of the move, it will depend on various factors such as the demand for ER or AM professionals in your location, your skill set and knowledge in the respective field, and the specific requirements of the roles you are targeting. Generally, transitioning to ER may be relatively easier since your experience in Equity Sales can provide you with valuable insights into the market and companies. However, the move to AM might require additional skills and knowledge related to portfolio management and investment analysis.

Considering your background in sales, focusing on Sell-Side (SS) ER roles initially might be a more natural transition. SS ER involves providing research and analysis to clients, which aligns with your experience in client-facing Equity Sales. As you gain more experience and knowledge in the field, you can explore opportunities in LO AM (buy-side) as well.

It's important to keep in mind that career transitions require effort, persistence, and continuous learning. Upskilling yourself by pursuing relevant certifications, further education, or gaining experience through internships or side projects can enhance your chances of successfully making the move.

Remember, each individual's journey is unique, and success in making a career transition can vary. Stay motivated, be proactive, and keep exploring opportunities to find the right fit for your career goals.

Best of luck with your career transition!

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