Is it still possible to break into equity research after graduation?
Hi everyone,
I am currently an investment management analyst at a start-up RIA/MFO (I don't really know the difference). Currently have 900m AUM that should keep growing since it just started 3 months ago. They were the top-performing PWM group that broke off from a BB and use to manage around 3B. so they transitioning rn
While my job is very comfortable, the work is not what I had hoped for. I like individual stock research while this company's investment strategy is more allocated into ETF, not much research there except for macro trends. Since I have more time on my hands I am working towards my CFA. Lastly, I am the only analyst there for now working directly under my Chief Investment Officer. So no one to really teach me technical stuff.
I graduated from a T100 school a year ago with a B.S. in econ.
I am hoping to learn more about the fundamental side of investing i.e: Breaking down 10k, getting creative to get how to project revenue, and stuff like that. How should I go about breaking into equity research, buy-side or sell-side, around next year with hopefully a CFA level 2 under my belt?
Is it even possible?
Thanks, everyone!
Start writing your own equity research reports.
Read companies' 10-Ks (the ENTIRE WAY THROUGH) the disclosures have tons of info and you can't even begin to understand a company before you have read it. Listen to/ read investor calls and learn how to model the company.
As you go through the process of making an equity research report you will learn so much. It's more about the journey than the result!
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