Investing
There is no perfect model – many successful investors came from different coverage models and there is no empirical evidence that the generalist or specialist is better than the other. Generalist Under the generalist model, a research analyst has no constraint on what kind of companies or industries she can invest
Career
I am sure this is not the first 2022 Recap you have read, so one more can't hurt you. I will discuss 5 lessons learned in 2022 and 5 goals for 2023 that can benefit you. For those new to my brand, I quit my research analyst job
Career
Or frankly, any designation
Career
I want to share my advice that helps you make the most out of your sell-side equity research internship. You Will Have Many Customers Your number one customer in the summer will be your immediate sector team. Your top priority is to add value to your team in all ways
Career
So I heard there is a new trend called quiet quitting: Doing the bare minimum tasks of your job description well enough that you don’t get fired. Quiet quitters keep it so real that their asses are out the door the moment the clock strikes 5pm. Let’s talk
Career
Hedge Fund, Private Equity and Venture Capital
Career
As someone who got a front-row seat view of the horrors of working at a start-up hedge fund, I want to share with you the 7 reasons why you should NOT work for a subscale start-up hedge fund. Subpar Pay Yes, I get it. You want to work in finance
Career
Yes, investment banks provide the back-end such as office space, payroll, distribution channel, etc., but analysts have 100% discretion on how to run their research team based on their vision. The franchise nature of the profession explains why asking “which bank has the best equity research report” does not mean
Career
and why you might be failing
Career
How to level the playing field?
Career
Long-only vs. Long/short, Value vs. Growth
Career
Below is a list of firms globally that produce equity research reports to help you identify firms that you want to work at. Some firms might have been bought, use your judgment. Updated as of 6/15/2025 Large Investment Banks * Bank of America Securities * Barclays * Citi * Deutsche Bank * Evercore