Advance Your Equity Research Career

Advance Your Equity Research Career

Offered by Brian K.

Break into Equity Research | TMT Specialization | Michigan Ross Alumni

Michigan's Ross School of Business Logo

Studied at Michigan's Ross School of Business

Wolfe Research, Logo

Works at Wolfe Research,

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 .

Refund Policy

Services included:

Skill Building

Industry Research

Investment Recommendations

Promotion Strategy

Valuation

Networking Strategy

Financial Analysis

Salary Negotiation

Equity Research Strategy


Brian K.

Offered by Brian K.

Joined June 2025

Break into Equity Research | TMT Specialization | Michigan Ross Alumni

Welcome! With a strong foundation in economics from the University of Michigan complimented by a business minor from Michigan's Ross School of Business, I have honed my expertise in capital markets and financial analysis. As an Equity Research Associate at Wolfe Research, I specialize in TMT, specifically the Global Internet sector. My previous experience as a Capital Markets Analyst at Berenberg Capital Markets further solidified my skills in financial markets while broadening the depth of my knowledge across multiple sectors and ECM transactions. I am passionate about helping aspiring professionals break into this highly competitive field and growing of equity research. I will work collaboratively with you to curate a tailored strategy that will differentiate you as an expert in your career journey. Please reach out to take the first step on your path to success.

Experience level: Associate

Starting at $700

10h+ of coaching

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