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Package Description:
This package is designed for professionals aiming to grow their careers in equity research. The coaching will be tailored to your individual needs, covering topics such as enhancing equity analysis skills, preparing for leadership roles, improving investment research strategies, and more. With expert coaching, you’ll refine your equity research skills and make a lasting impact in the industry. Some of the common coaching activities included in this package are, but are not limited to: - Enhancing Your Personal Brand – Develop a compelling personal narrative that highlights your equity research achievements and strengths. - Advancing Research-Specific Skills – Strengthen your expertise in financial analysis, market research, and investment strategy. - Mastering Stakeholder Communication – Develop skills to effectively communicate research insights, build consensus, and align teams around investment goals. - Strategic Networking Guidance – Learn strategies to expand your professional network within the equity research community and create valuable connections. - Navigating Career Growth – Receive personalized guidance on securing promotions, transitioning to leadership roles, and maximizing your influence in your organization. This coaching package is ideal for equity research professionals seeking to elevate their careers and position themselves for long-term success.
What you'll get from this package
Strengthen your personal brand by highlighting your unique skills, experiences, and accomplishments to stand out in your field
Expand your professional network by building meaningful connections to uncover opportunities and accelerate career growth
Position yourself for growth by gaining clarity on how to achieve promotions, transition into leadership roles, and excel in your career
Enhance communication skills to convey ideas clearly and collaborate effectively with diverse stakeholders
Confidently tackle challenges by building strategies to approach complex problems and navigate critical decisions with confidence
Additional details
Coaching delivered via live sessions and .
Services included:
Industry Research
Investment Recommendations
Promotion Strategy
Valuation
Networking Strategy
Financial Analysis
Salary Negotiation
Equity Research Strategy
Skill Building
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
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Offered by Ryan T.
Joined February 2025
Break into Equity and Credit Research | Former Franklin Templeton Analyst
Welcome to my profile! I specialize in helping students and early-career professionals break into Equity Research and Asset Management roles at leading investment firms. My background combines buy-side research experience, institutional investing exposure, and extensive teaching and mentorship, giving me a practical understanding of how top investment firms evaluate candidates. I previously worked as a High Yield Credit Research Analyst at Franklin Templeton, one of the world’s largest asset managers. In this role, I analyzed leveraged companies and investment opportunities across multiple industries and worked closely with the firm’s Equity Research Director of Research. Through that relationship, I helped support equity research recruiting efforts at UC Berkeley, reviewing candidates and helping identify strong analyst prospects. This experience gave me direct insight into how leading asset managers evaluate equity research candidates. I have also worked closely with buy-side teams in training settings. I helped train incoming Equity Research and Credit Research Associates at Dodge & Cox, one of the most respected long-term fundamental investment firms. This experience further deepened my understanding of how analysts are trained to think about businesses, valuation, and long-term investment theses. In terms of sector exposure, I am particularly familiar with Healthcare, Telecommunications, Renewable Energy, and Restaurants, and I regularly work with candidates preparing stock pitches and research reports across these industries. At Berkeley Haas, I have coached and led teams in major global stock pitch competitions, achieving strong results against leading MBA programs: 1st Place – Berkeley Haas Stock Pitch Competition 2nd Place – Chicago Booth Stock Pitch Competition 3rd Place – MIT Sloan Stock Pitch Competition 3rd Place – UNC Alpha Challenge Through my coaching and mentorship, students I have worked with have gone on to roles at leading asset managers including PIMCO, BlackRock, Fidelity, Harris Associates, TCW, T. Rowe Price, Neuberger Berman, ClearBridge, and Franklin Templeton. In addition, I served as a Finance Instructor at UC Berkeley, where I taught financial analysis and valuation to 300+ undergraduate students, developing a structured approach to explaining complex financial concepts and investment frameworks. I help candidates prepare for Equity Research and Asset Management recruiting, including: • Stock pitch development • Investment thesis construction • Valuation and financial modeling • Research reports and investment memos • Buy-side interview preparation • Industry and company analysis frameworks My goal is to help you think like an investor — not just pass interviews — so you can confidently communicate investment ideas and stand out in competitive Equity Research recruiting.
Starting at $2,331
10h+ of coaching