Advance Your Equity Research Career

Advance Your Equity Research Career

Offered by Ryan T.

5.0

()

Break into Equity Research | Former Franklin Templeton Analyst

Haas School of Business (Berkeley) Logo

Studied at Haas School of Business (Berkeley)

Wells Fargo Securities Logo

Worked at Wells Fargo Securities

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


Ryan T.

Offered by Ryan T.

Joined February 2025

5.0

Break into Equity Research | Former Franklin Templeton Analyst

Welcome to my profile! With a robust background in finance and investment banking, I bring a wealth of experience to help you break into the competitive field of equity research. As a former High Yield Credit Research Analyst at Franklin Templeton, I worked closely with the Director of Research and led recruiting efforts at UC Berkeley, giving me deep insights into what top firms are looking for in candidates. Additionally, my role as a Finance Instructor at UC Berkeley, where I taught over 300 undergraduates, has honed my ability to convey complex financial concepts clearly and effectively. Whether you're looking to refine your technical skills or navigate the recruitment process, I'm here to guide you every step of the way. Let's connect and craft a strategy to achieve your career goals in equity research!

Coaches professionally

Experience level: Analyst

10+ people coached for Equity Research

Starting at $2,331

10h+ of coaching

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