Future in Equity Research?
Happy Friday – Let me preface this by first saying, my apologies for posting what I'm sure is probably majority consensus to be the most annoying crap posted on this forum. I would, however, appreciate candid advice on my career goals. I know you guys are busy and this is kinda long, so thanks in advance! Here are the facts:
•Undergrad: 2007 Non-target, 3.0 (Rhetoric/Business Writing Major)
•Graduate: Some courses toward an M.Ed.
•Employer: BB; not NYC, Chicago or SF
•Reputation: Very solid, mgt. is very supportive of my career aspirations
•Current: Traveling Compliance Auditor
•Post Undergrad Work Experience: Business Writer (report writing, research, mostly compliance-type stuff, risk focus, procedures, policies, lots of interaction with Sr. Mgt.)
•Background Snapshot: pre-undergrad, I've been everything from a self employed contractor to a mechanic to retail slave
What I really want to do:
•Near Term: Equity Research in < 18 months
•Less-Near Term: HF Equity Research ~ 3 years
•No finance background
•No business classes in college but killed college mathematics
•No accounting background (I audit processes, policies, Dodd-Frank compliance, etc.)
1.My reading list now includes Security Analysis by Graham and Best Practices for Equity Research Analysts by Valentine. Any others I should read from which I can build foundational knowledge?
2.Do you guys think it would be a good idea to start reaching out to internal folks to setup informational interviews at my BB if I can only speak to the basics of investing (don't want to come off as retarded and squelch any future ops)?
3.Should I be working toward the CFA level I exam and/or continue my studies for the GMAT?
4.I've read that the online MBA is frowned upon, but what about the IE distance MBA, or the Kelley MBA? The one-year on-site MBAs look cool too (INSEAD, IE, HKUST, LBS, etc.), but I'd rather keep working if possible and there are no good schools within reasonable driving distance from me..
5.I also signed up for an investment banking workshop, which I have yet to take. Is it a good or bad idea to put these skills on a functionally formatted resume for future applications?