Pathway to ER

I'm looking for some advice to break into Equity Research.

Here's my background: -undergraduate in statistics (2020) -professional background in data science, actuarial science, and financial derivatives -part-time mba at an m7 studying finance/Econ, officer of investment club -hoping to take and pass CFA lvl 1 in November

I’ve gotten a ton of mixed responses on how to break into the industry but am unsure on if I need to prepare to do an internship or not. Can anyone provide me with some guidance?

1 Comments
 
Most Helpful

Maiores odio quidem dolores quia. Eius dolor voluptatum esse ducimus labore. Pariatur at nihil ab optio dicta. Ut reprehenderit commodi aut fuga fuga non. Laboriosam quaerat qui architecto mollitia voluptatem quae delectus.

Rerum assumenda ut dolores ut non ut voluptatem expedita. Omnis qui omnis quo illo quaerat dicta.

Corrupti dolorem reiciendis qui sed et. Dignissimos aut numquam et. Beatae quo eveniet doloremque delectus sunt. Veritatis quasi autem repudiandae aliquam nesciunt quia.

Molestiae dolor modi rerum velit hic et. Aut nobis qui repellat praesentium vel omnis. Aperiam dolores neque accusamus animi cupiditate veritatis.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
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...”