Equity Research Coaches

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!

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.

I landed my first role after PhD in equity research as a PhD/MD fellow at Goldman Sachs. I progressed quickly from Fellow, to Analyst, and finally Associate in the Global Investment Research department within the first 14 months. I love working together with individuals looking to break into equity research to find your edge and land your next role.

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.

I bring firsthand experience from my time at Morgan Stanley in Equity Research, where I developed a deep understanding of financial markets, company analysis, and investment strategies. This role required rigorous analytical skills, attention to detail, and the ability to communicate complex ideas clearly—skills I now apply to coaching in this category. My background ensures clients benefit from both technical expertise and practical, real-world insights.

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!

Are you striving to break into equity research from a non-target or semi-target school? I’ve been in your shoes and successfully navigated the path to securing two IB internships and a full-time role at a private equity megafund. During my internships at Bank of America’s REGL Group, I gained hands-on experience with equity and debt capital raises, M&A, and IPOs, while developing deep insights into REITs and the cruise industry. Completing two capstone projects during my sophomore and junior summers enabled me to master execution at the desk and understand what it takes to deliver high-quality work from start to finish. Alongside advancing my own career, I’ve committed to mentoring students, helping them overcome barriers to breaking into Wall Street. Let me help you stand out and achieve your career goals with personalized guidance and actionable strategies.

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 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! 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.