I really want a career in ER but idk how to pitch a stock

I didn't study finance in UG but I passed CFA L1 and am pretty good at analyzing companies. I'm good at modeling too. I had internships at big 4 firms and am genuinely passionate about ER. The thing is I have absolutely no idea how tf I can pitch a stock. Like, compile a full report for a company after idea generation and trace back every catalyst in my analysis into the price target. I don't really know how to generate an idea in the first place. Just starting to think I should give up on ER and try something else, now that applications in Europe are opening.

Can this be learned? And how?

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).”

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Authored by: Certified Asset Management Professional - Research AnalystCertified Asset Management Pro

+13	Is Equity Research Dying - Where Are the Future Opportunites?	4	22h
+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

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I really want a career in ER but idk how to pitch a stock

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I really want a career in ER but idk how to pitch a stock

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