Hi guys I am an Financial Advisor with a BB. I enjoy my work and I have help alot of families in my short career; however, it is not what I want to do with my professional career. For about 3 years now I have tried to get into IBD but I have failed. In my fustration I finally created an account on WSO and started reaching out for guidence. I recieved alot of input and recieved some great advice. I started looking at other LOB like : PWM, AM and ER. After some research I am starting to convert over to the ER side. I have even locked up 3 informational interviews this month.
I do need some more guidence and I am turning to WSO once again. I respect everybody's opinion and I want to thank you all in advance. It has been almost 3 years since I have opened Excel for equity analysis. To put it bluntly I am rusty. Is there any program or book that can help me? I know IBD guys have: AnEx, Wall Street Prep etc. Are there similar programs? I just want to be able to shine during these info interviews so thanks for helping a fellow monkey.
Once again I apologize for the grammar I have to write this at light speed in between appts.
interviewed er before, you better put a pitch of couple stocks.
Even for an info interview??? Well the good news is I know CVX and XOM pretty well.
Check your spelling because you don't want to have grammatical mistakes in your reports once you get the ER gig.
You are right I did a horrible job spelling good job. I usually I do a way better job spelling. In my defense I had to write that in 2 mins flat. Still great advice and will take that to heart
I understand you.
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