Equity Research Coaches

Welcome to my profile! With over two decades of experience as a Managing Director in Investment Banking at top firms like Morgan Stanley and Bank of America Merrill Lynch, I have a deep understanding of the interview process for Equity Research and have coached over 20 candidates into equity research positions on both the sell side and the buy side.

I spent 3.5 years at HOLT's Credit Suisse equity research team where I started as an analyst and eventually, associate. I was a hiring manager for the last 2 years for the US Sector Specialist team and recruited, interviewed, and hired ~8, 6 month co-ops per year.

Welcome to my profile! With over five years of experience as a US Equity Associate Analyst at T. Rowe Price, I have honed my skills in fundamental equity research, financial modeling, and industry analysis, particularly in the Technology, Media, & Entertainment sectors. My journey began with an internship at T. Rowe Price, which led to a full-time role where I supported senior analysts and portfolio managers. I also gained valuable insights into quantitative investing during my time at BlackRock, and these skills have been integrated into my investment process. I am passionate about mentoring aspiring equity researchers and helping them navigate the complexities of the industry. If you're looking to break into equity research or enhance your skills, feel free to reach out for personalized guidance and support!

Sales & Trading professional at Morgan Stanley with expertise on both the long and short sides of the market. Over three years, I managed relationships with 60+ global hedge funds, developed innovative cross-selling strategies, and wrote research that earned top rankings in hedge fund broker votes. Beyond my professional achievements, I'm passionate about mentorship—I served as a mentor for the summer internship program and have successfully coached two Brown University alumni into roles at Morgan Stanley. I offer comprehensive career coaching services including resume optimization, interview preparation, and career transition guidance, with the ability to provide support in English, Spanish, and Portuguese.

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!

I landed my first role after PhD in equity research as a PhD/MD fellow at Goldman Sachs. I progressed quickly from Fellow, to Analyst, and finally Associate in the Global Investment Research department within the first 14 months. I love working together with individuals looking to break into equity research to find your edge and land your next role.

I have a strong background in Private Equity, but recruited for equity research extensively while I was in school, and also helped multiple people into their own buyside and sell-side equity research roles.

Welcome to my profile! With a robust background in finance and equity research, I bring a wealth of experience to my coaching practice. As an Associate Director at UBS, I honed my skills in equity valuation and portfolio development, and now serve as an Equity Research Analyst at Decade Renewable Partners. My academic journey includes an MBA in Finance and International Business from the W. P. Carey School of Business at Arizona State University and a BS in Economics from the United States Air Force Academy. I have successfully coached 5 individuals, helping them navigate the complexities of equity research and achieve their career goals. Whether you're looking to break into the field or advance your current position, I'm here to provide tailored guidance and support. Let's connect and chart your path to success in equity research!

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive field of equity research. As a former High Yield Credit Research Analyst at Franklin Templeton, I worked closely with the Director of Research and led recruiting efforts at UC Berkeley, giving me deep insights into what top firms are looking for in candidates. Additionally, my role as a Finance Instructor at UC Berkeley, where I taught over 300 undergraduates, has honed my ability to convey complex financial concepts clearly and effectively. Whether you're looking to refine your technical skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and craft a strategy to achieve your career goals in equity research!