Equity Research Coaches, Events, and Resources

I started as an analyst for the first two years and was promoted to associate on the number one-ranked team in the Extel (formerly Institutional Investor) poll for 2023-2025.

Welcome to my profile! As an Equity Research Associate at Wasatch Global Investors, I have experience analyzing domestic and international companies, interviewing top management teams, and conducting fundamental, bottom-up business analysis used to make investment decisions. I have also gone through the interview process with many of the industry's top firms and have a bank of interview questions (behavioral and technical), model tests, and networking tips. If you're looking to join the industry or enhance your skills, feel free to reach out—I would love to help you succeed!

Welcome to my profile! With a strong foundation in finance from CUNY Baruch College and hands-on experience as an Equity Research Associate at Jefferies, I am well-equipped to guide you through the intricacies of breaking into the equity research field. My time at J.P. Morgan, where I worked with hedge funds and private credit, has honed my analytical and presentation skills, which I now leverage to help aspiring professionals excel in their careers. Whether you're looking to master financial modeling, enhance your presentation skills, or navigate the recruitment process, I'm here to provide personalized coaching tailored to your needs. Let's connect and chart a path to your success in equity research!

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.