Advance Your Equity Research Career

Advance Your Equity Research Career

Offered by Mariana A.

5.0

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Break into Equity Sales & Trading; Can coach in English or Spanish

Brown University Logo

Studied at Brown University

Morgan Stanley Logo

Works at Morgan Stanley

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


Mariana A.

Offered by Mariana A.

Joined June 2025

5.0

Break into Equity Sales & Trading; Can coach in English or Spanish

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.

Experience level: Associate

Starting at $700

10h+ of coaching

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