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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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+Bonus: Get 27 financial modeling templates in swipe file
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portfolio management because you call the decisions once you're a PM and you just use research in your work. Investment research especially on sell-side is very sales driven. On buy-side its more independent but if you can have a say in the investment process if you attend investment committee. If I could pick portfolio management would be the one but mostly because that's what I am planning to do down the road.
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