Investment Advisory to ER London - Advice

Hi all,

What advice would you give to someone trying to step over to ER from IA (low percentile IA shop) in London?

Background: US and Asia education - MSC Finance - Washington University in St. Louis and Singapore Management University. 3.9GPA. CFA 1 (likely CFA 2 in a few months) but no relevant internship experience in ER

Currently: finishing 1-year graduate program in large international bank with weak PB/WM house. Was offered a position with IA team but it's slow and I'm not learning/doing much.

I feel like the longer I stay the less opportunities I'll have in the future and I'm not improving any technical skill. I spend nights learning to code (R and Python mostly) valuing companies and building paper portfolios to teach myself but seems hard getting past HR whenever I apply for a role online...any suggestions?

Thanks

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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Investment Advisory to ER London - Advice

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