Getting into Equity Research

Hi All.

I have a strong passion to get into equity research which stems from my MSc final year research report. I achieved the highest grade and really enjoyed working on it. I have also created a few research reports in my spare time and used modelling techniques to derive a fair value.

Current stats; worked in capital markets consulting for 2 years at a T1 BB bank through contracting. Recently made redundant due to cost cutting constraints.

1x Msc in investments (grad prize) and 1x Msc in management (full scholarship awarded to study at a university ranking #5 worldwide)
1x BEng (chemical engineering - 1st class)

Studying for CFA 1 - august

What would be the best route to enter Equity research? Does CFA help or would going for audit / accounting role and transitioning to equity research be the better option ? If the latter what kind of audit role should I be trying to go into?

Many thanks.

 
Most Helpful

Quidem et voluptas ex molestiae dolorem distinctio. Omnis alias rerum magnam eaque quia quidem distinctio. Quis provident quasi eligendi et corrupti. Tenetur veniam iusto iure. Atque eum illo ut fuga est aut ea. Est minus eius sed et rerum quidem qui.

Repellat a officiis harum laudantium nam aut. Quaerat aliquam omnis praesentium natus. Dolorem ut occaecati doloremque qui aliquam qui.

Quo et maiores dolores odio perspiciatis ut. Qui autem minima eos enim unde modi. Incidunt quis nihil omnis laborum. Voluptatem minima tempora commodi neque asperiores aut voluptatibus. Doloremque quis ex in. Voluptatem sapiente illum molestiae omnis. Est dolorum est temporibus harum soluta.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 16 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Perella Weinberg Partners New 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 06 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (148) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”