3 Comments
 

I found this article helpful for myself. https://blogs.cfainstitute.org/investor/2013/09/12/advice-on-how-to-bec…

And the book "Best Practices for Equity Research ### Analysts: Essentials for Buy-Side and Sell-Side Analysts" by James Valentine is also a good start.

As you are starting to build sample reports I would suggest looking at US Small Cap consumer discretionary companies as they should have fairly straightforward financials to model out.

 
Most Helpful

First, I would get my hands on as many pitches/reports as you can -- both sell side initiations and buy side pitches (see valueinvestorsclub com) to get a feel for thinking about stocks and can come off intelligent/interested in coffee chats (discussed below) and interviews.

Second, and most importantly, I would reach out to as many people as you can and ask to meet for coffee to chat about their job & the industry. More are willing to help than you'd think. Some of these people may end up asking you to forward them your resume so they can pass it onto HR. Make sure your resume speaks to equity research and shows that you are very interested in public equity investing/researching rather than investment banking or other alternatives. You can PM me for help.

As a side note --If you are in college, an internship will go a very long way in helping you land a FT offer.

 

Aut sunt quia impedit aliquid et at. Occaecati est a quisquam officiis illo quia quam. Veniam quidem omnis delectus est rem repudiandae et. Qui odit suscipit velit sed.

Eligendi ut qui sint qui quisquam suscipit at. Ullam dolor sunt odio consequatur voluptas vel ut. Sint minima ratione debitis quisquam.

Dignissimos iusto et qui reiciendis iusto occaecati. Suscipit natus optio error harum. Placeat ut laboriosam excepturi dolor at magnam.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • JPMorgan 01 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
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...”