Equity Research Coaches, Events, and Resources

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

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.

Welcome to my profile! I work as an Equity Analyst at Point72 and previously at Goldman Sachs. Over the years, I've successfully coached individuals for junior banking, asset management, hedge fund roles as well as top university admissions. I can help you navigate the application process, master stock pitches, handle all types of interviews and crack case studies.

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!

I spent 3.5 years at HOLT's Credit Suisse equity research team where I started as an analyst and eventually, associate. I was a hiring manager for the last 2 years for the US Sector Specialist team and recruited, interviewed, and hired ~8, 6 month co-ops per year.

Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!

I provide strategic career coaching for early-career graduates and mid-career professionals seeking to pivot into equity research, with a specialized focus on candidates from non-traditional and STEM backgrounds. Having successfully transitioned from a PhD in Biomedical Engineering to an Associate role at Goldman Sachs, I offer first-hand, tactical insights into how technical experts can effectively translate their skills for the financial markets. My professional background spans over three years across institutional finance and corporate strategy. This includes SMID Biotech coverage at Goldman Sachs and corporate development at a venture-backed startup with over $650M in funding. Based on these experiences, I provide guidance that is deeply grounded in how investment teams and operators evaluate talent. To date, my clients have successfully leveraged my coaching to secure competitive roles at leading equity research and venture capital firms. Whether you are navigating a mid-career transition or launching your professional path after graduation, I am committed to serving as a dedicated partner and strategic resource throughout your journey into equity research.

I have a strong background in Private Equity, but recruited for equity research extensively while I was in school, and also helped multiple people into their own buyside and sell-side equity research roles.

Welcome to my profile! With over two decades of experience as a Managing Director in Investment Banking at top firms like Morgan Stanley and Bank of America Merrill Lynch, I have a deep understanding of the interview process for Equity Research and have coached over 20 candidates into equity research positions on both the sell side and the buy side.

I'm an investor with 10 years of experience across hedge funds, growth equity and investment banking. I spent the last 8 years in the hedge fund world with roles at Citadel and Echo Street (~$15bn long short and long only manager) focusing on both public equities and private growth equity investments. I have spent time in both long-duration strategies with a focus on business quality and shorter-duration modelling-intensive strategies. I started my career at Goldman Sachs in Investment Banking. I graduated first class honors from Queen's University and held multiple internships throughout college in finance including at Goldman Sachs in my junior summer where I received a full time offer. My approach is personal. I can help candidates break into hedge funds, growth equity and investment banking roles including deep dives into stock ideas, thesis crafting and conviction, valuation and risk analysis and mock interviews. I can also help with crafting resumes, behavioral and technical preparation. I can also help with deep dives also can help candidates prepare for the day to day rigor of working in the hedge fund and investment banking industry. If you are looking for honest and candid feedback from someone with significant industry experience I'm happy to help.