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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 Paul W.
Joined August 2026
5.0
From #1 Analyst to Your Coach: 20+ Years Across Every Seat in Equities
Few coaches have sat in every seat of the equity research world. I spent a decade on the sell side at CLSA in Tokyo and Hong Kong, ranked Asiamoney #1 Best Analyst in Japan five years running — an award voted by the institutional clients every analyst must win. I then crossed to the buy side, running my own book as a portfolio manager and generating ideas on a Japan pod at Millennium, and founded an allocation practice that conducted due diligence on 100+ fund managers globally. I know first-hand how research is produced, consumed, judged and paid for — at every level of the industry. I've also developed people throughout that journey: leading CLSA's regional transport research team, co-founding an SFC-licensed asset manager, and mentoring analysts and associates along the way. And I'm still at the coalface — today I design AI-augmented research workflows in daily use, so my guidance reflects where this profession is heading, not where it's been. If you're serious about building a career in equity research, I've walked the full road ahead of you — let's talk about yours.
Starting at $2,840.50
10h+ of coaching