Leland+ for Equity Research
Popular on Leland+
What Makes a Good Stock Pitch
Whether you’re preparing for investment banking, equity research, or hedge fund interviews, mastering the stock pitch is essential. In this session, industry expert and coach Bepul S. will break down the core elements of a strong stock pitch and share insights from real-world investing experience. By the end, you’ll understand what differentiates a “good” pitch from a great one and leave with actionable steps to sharpen your own stock pitch skills.
Other Careers in Finance Panel
Discover the range of career opportunities within and beyond private equity in this insightful panel discussion. Hear from professionals in investor relations, portfolio operations, fundraising, corporate development, and more as they share their career paths, daily responsibilities, and strategies for success. You’ll learn how to position yourself for these roles, the skills PE firms value most, and how to navigate your career in the broader private equity ecosystem. Meet your hosts: Nicolas D. - Former Equity Research Associate @ Jefferies Mariana A. - Current Sales & Trading Associate @ Morgan Stanley Devanshi M. - Corporate Finance Lead @ Nextdoor
Breaking into Equity Research: What to Expect and How to Prepare (Nov 2025)
Equity research offers a unique blend of finance, analysis, and storytelling—but breaking in takes preparation and a clear strategy. In this session, expert Leland coach William L. (Ex Associate Analyst at T. Rowe Price) will walk you through what to expect from the recruiting process and how to position yourself as a strong candidate. You’ll learn how to build the right technical foundation, craft compelling stock pitches, and stand out in interviews with both insight and clarity. By the end, you’ll have a concrete understanding of what the role involves, how to prepare effectively, and how to launch a successful career in equity research.
Pivoting into Equity Research: Tips for Early- and Mid-Career Professionals
Breaking into equity research can feel opaque - especially if you are coming from a nontraditional or STEM background - but the transition is absolutely achievable with the right strategy. In this session, Diane K. will share practical guidance drawn from her experience covering SMID Biotech and Healthcare at Goldman Sachs and working in corporate development at a venture-backed startup with over $650M in funding. You’ll learn the top things to consider when making an entry or pivot into equity research, how to position your background for research roles, and the key to-dos for getting started with an equity research job search. Whether you are early in your career or making a mid-career pivot, this workshop will help you understand what matters most and how to stand out.
Other Careers in Finance - Venture Capital, Equity Research, Capital Markets & Trading
Discover the range of career opportunities within and beyond investment banking in this insightful panel discussion. Hear from Fiona T.(Capital Markets and Trading), Greg H. (Equity Analyst), and Nicoletta N. (Search Fund) as they share their career paths, daily responsibilities, and strategies for success. You’ll learn how to position yourself for these roles, the skills that firms value most, and how to navigate your career in the broader private equity ecosystem.
Breaking Into Equity Research: What to Expect and How to Prepare
Equity research is one of the most sought-after yet misunderstood paths in finance. In this session, you’ll gain a clear picture of what the role actually entails, from the skills analysts use day-to-day to the expectations recruiters bring into the interview process. We’ll cover everything from building models and writing reports to staying on top of market-moving news, so you know exactly what to expect. Leading the session is Leland coach William L., a former U.S. Equity Associate Analyst at T. Rowe Price who specialized in enterprise and cybersecurity software research. Drawing from his first-hand experience, William will share actionable strategies to prepare for interviews, showcase your passion for the markets, and set yourself apart as a candidate—so you can break into equity research and thrive once you’re there.
Breaking Into Equity Research: What to Expect and How to Prepare
Equity research is one of the most sought-after yet misunderstood paths in finance. In this session, you’ll gain a clear picture of what the role actually entails, from the skills analysts use day-to-day to the expectations recruiters bring into the interview process. We’ll cover everything from building models and writing reports to staying on top of market-moving news, so you know exactly what to expect. Leading the session is Leland coach William L., a former U.S. Equity Associate Analyst at T. Rowe Price who specialized in enterprise and cybersecurity software research. Drawing from his first-hand experience, William will share actionable strategies to prepare for interviews, showcase your passion for the markets, and set yourself apart as a candidate—so you can break into equity research and thrive once you’re there.
