Having the skills but lacking a big-name school or employer can make landing a sell-side equity research job harder than it should be. I partner with banks and boutiques to get you noticed and save you time. SELL-SIDE RESEARCH ONLY!

Criteria:

  • If you have 1+ years of FULL-TIME equity research (sell-side and/or buy-side) experience, simply submit your resume. To protect your job security, your current employer will not see your profile.

  • If you don’t meet the above criteria, you MUST submit an actionable BUY stock pitch and model to be considered. Don’t pitch a short for sell-side research.

  • If your pitch is close to being accepted, I’ll give free feedback. Otherwise, you’ll get a rejection email.

  • You are required to have read the pitch tips below. You can save me tons of time if you submit an idea that clearly violates my guidelines (for example, pitching a company that recently got an acquisition offer publicized by WSJ) because I will reject you in 5 seconds.

If you get rejected:

  • You get three resubmissions: after one month, three months and one year. I reserve the right to permanently ban you if you lie (ie. you use someone else’s pitch but my employer partners told me you are incompetent) or you abuse your chances with work product that does not improve between submissions.

  • Just being real: one month usually isn’t enough time to go from “I’m still figuring this out” to “I’ve nailed the drivers of this stock and have a clear, actionable idea.” Most candidates who didn’t get feedback end up reusing the same idea that didn’t have a strong thesis to begin with—so their second try often falls short too.

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🤝Sell-side Equity Research Job Matching

Pitch Tips (as of 2/22/2025)

My tips

Pitch structure guideline

  1. Conclusion up front: I am (don’t say “we”) long TICKER, market cap and price target, and % upside, implied IRR % over what time horizon

  2. How did you get to your price target (multiple of future earnings/EBITDA/FCF, SoTP (sum of the parts), etc.)

  3. What does the company do, how does it make money, what’s the industry structure and how the company fits into the industry?

  4. Summarize the 2-3 theses points on the stocks up front. All theses need to affect the fundamental forecast and/or valuation.

  5. Dive into thesis points and provide evidence of research and numbers to support points – be sure to clearly explain how your view differs from consensus (i.e. the market); Focus most of your energy on fundamentals rather than multiple expansion.

  6. Summarize valuation (including slightly more detail than upfront), and conclude by reiterating your price target and % upside

  7. Include a financial summary and your model