$1,230
5h+
Not currently taking new clients
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
This package is specifically designed for those aiming to secure an interview with top companies for equity research roles. This package offers personalized guidance on all aspects of the pre-interview process, ensuring you stand out in a competitive field. With expert help, you'll be equipped to craft compelling application materials and develop a robust networking strategy to get your foot in the door. Key components of this package include: - Tailored resume and cover letter reviews to highlight your strengths and align with equity research role expectations - Personalized networking strategies to connect with industry professionals and alumni - LinkedIn profile optimization to showcase your analytical and research skills - Guidance on creating a compelling personal narrative that resonates with recruiters - Insights into the equity research industry, company-specific cultures, and what recruiters are looking for - Continuous feedback and improvement on all application materials - Support in identifying and applying to the right companies for your career goals - Detailed timelines and milestones to keep you on track throughout the application process - Techniques for standing out in competitive applicant pools By the end of this package, you will have a polished application, a strategic networking plan, and the confidence to approach the equity research recruiting process with a clear, actionable strategy.
A polished resume that effectively highlights your skills and experiences
A strategic networking plan to connect with industry professionals and secure referrals
An optimized LinkedIn profile that showcases your expertise and attracts recruiters
Continuous feedback and improvement on all application materials
A detailed timeline and milestones to keep you on track throughout the application process
Techniques for standing out in competitive applicant pools
Coaching delivered via live sessions and .
Services included:
LinkedIn Review
Cover Letters
Resume Review
Networking Strategy
$1,230
5h+
Not currently taking new clients
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call

Joined May 2023
5.0
Portfolio Manager for $1B Growth Equity Fund / Lazard & Morgan Stanley
I have been investing for 15 years. I sat on both sides of the table – as an equity research analyst at Morgan Stanley and as a portfolio manager at Lazard Asset Management. I invested in public equities and private companies. I allocated capital on behalf of multi-billion dollar pension funds and endowments, as well as deployed my own capital in early-stage startups. Looking to add value and keep learning, I took on new challenges every 2-3 years. When I became the #1 rated analyst at Morgan Stanley, I brought on junior analysts and repeated my success as a team. When I delivered a 3X return on my investments at Lazard, I raised capital for a brand new fund. When I helped the team at Kabbage sell the business for $850 million to American Express, I joined a fresh new startup and raised capital from a16z. Capitalizing on my experience working with numerous asset classes, I’m now building a financial advisory firm. My journey is unfolding every day. It’s too early to write a book about it, but if I were to do it, I’d focus on the people I helped along the way. I’d love for you to be in this book. I’d love to share with you what I learned over the last 15 years to accelerate your learning and be successful.
5h+ of coaching