William L.

5.0

(4)

Break into the Buyside | ex-T. Rowe Price | ex-BlackRock | MIT Alum | CBS

Studied at Columbia Business School

Works at T. Rowe Price

Available tomorrow at 1:00 PM UTC

Usually responds within 6 hours

Protected by the Leland Experience Guarantee

Available tomorrow at 1:00 PM UTC

Usually responds within 6 hours

Questions? Start chatting with this coach before you get started.

William's Coaching Offerings

Equity Research Recruiting: Start-to-Finish

Expert help on everything from getting the interview to landing the offer.

Starting at $62110h+ of coaching

Advance Your Equity Research Career

Expert coaching to elevate your skills and achieve your equity research goals.

Starting at $62110h+ of coaching

Land Top Equity Research Interviews

Tailored guidance on networking, resume, cover letters, and more.

Starting at $3455h+ of coaching

Custom hourly · $69/hr

Get help with Skill Building, LinkedIn Review, and .

William’s Equity Research Qualifications

Experience level: Associate

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!

William can help with:

Skill Building

LinkedIn Review

Industry Research

Investment Recommendations

Resume Review

Networking Strategy

Financial Analysis

Technical Interview Prep

Equity Research Strategy

Behavioral Interview Prep

View all of William’s categories

About William

Intellectual curiosity and problem solving have always been at the heart of my journey. Whether I am breaking down how AI is reshaping society, figuring out how to attack a defense in basketball, or building a Python function to crack a tough coding problem, I have always been energized by the challenge of finding solutions. Along the way, I have learned to blend analytical thinking with teamwork, developed independence as a critical thinker, and discovered the value of resilience on the court, in the classroom, and in the workplace. Growing up as the son of two educators, I saw how powerful it can be to help others unlock their own curiosity and confidence on a daily basis. Career coaching feels like a natural extension of who I am, sitting at the intersection of education and experience. I am excited to share what I have learned, hear your story, and help you write the next chapter.

Why do I coach?

I coach because teaching and mentorship are in my DNA. As the child of two educators, I saw the transformative power of patient, individualized guidance firsthand. Great coaching is not just about imparting knowledge or giving instruction. A great coach helps someone turn their ambitions into a reality by truly understanding each person's unique journey. I believe there are plenty of experts in the world, but far fewer who have the patience and empathy to meet students where they are. It is imperative to slow down and focus on the fundamentals when needed, and to adapt the approach for each individual. Watching my parents change lives over the last two decades taught me that there is no one-size-fits-all solution in coaching. You have to do what is right for each client. I bring this philosophy into my own work as a tutor and career coach, combining my experience as an Equity Research Associate with my passion for teaching. I have seen my students gain not just skills, but also confidence and motivation. I entered this industry because my mentors believed in me, and I now coach to become that mentor for others. I want to help you achieve your goals, just as others helped me achieve mine.

Work Experience

US Equity Associate Analyst

T. Rowe Price

September 2020 - Present

The TRPIM Equity Associate Analyst role is a 3-5 year structured development program designed to train future investment analysts through extensive mentoring and hands on experience. William has provided fundamental equity research support to portfolio managers and Technology, Media, & Entertainment (TMT) senior analysts by conducting in-depth company and industry research, building detailed financial models, collaborating directly with public and private company executives, and conducting due diligence calls with industry experts. He has spent 5 years supporting the TMT team, specifically covering enterprise software with a focus in vertical and cybersecurity software.

Summer Analyst

BlackRock

July 2020 - August 2020

As part of BlackRock's Multi-Asset Strategies and Solutions (MASS) team, William gained exposure to sophisticated investment processes that blend fundamental and systematic research techniques across multiple asset classes. His role involved researching alternative investment strategies and modern portfolio theory while designing an optimized portfolio. He used Python data science libraries to generate a portfolios that combined the firm's beta-neutral strategies to maximize client Sharpe ratios over various time frames.

Summer Analyst

T. Rowe Price

June 2019 - August 2019

As part of T. Rowe Price's structured Associate Analyst internship program, William gained hands-on exposure to the investment process by writing an industry report and two stock initiations for portfolio managers. The internship is designed as a comprehensive learning experience to replicate the responsibilities of a full-time analyst, while also providing extensive mentorship and professional development opportunities. Success in this internship ultimately led to a full-time offer, where William began working in September 2020 during his senior fall semester.

William was also given offers to work at