股票研究的未来?

周五快乐 - 让我首先说,我很抱歉发布我确定的内容可能是大多数人共识,这可能是该论坛上发布的最烦人的废话。但是,我会感谢我的职业目标坦率建议。我知道你们很忙,这有点长,所以请提前!这是事实:

•Age: 30
•Undergrad: 2007 Non-target, 3.0 (Rhetoric/Business Writing Major)
•Graduate: Some courses toward an M.Ed.
•雇主:BB;不是NYC,芝加哥或sf
•Reputation: Very solid, mgt. is very supportive of my career aspirations
•Current: Traveling Compliance Auditor
•本科生的工作经验:商业作家(报告写作,研究,主要是合规性的东西,风险重点,程序,政策,与Sr. Mgt的互动。)
•Background Snapshot: pre-undergrad, I've been everything from a self employed contractor to a mechanic to retail slave

我真正想做的:
•Near Term: Equity Research in < 18 months
•Less-Near Term:HFEquity Research ~ 3 years

Knowledge Gaps:
•No finance background
•大学中没有商务课,但杀死了大学数学
•No accounting background (I audit processes, policies, Dodd-Frank compliance, etc.)

Questions:
1.My reading list now includes Security Analysis by Graham and Best Practices for Equity Research Analysts by Valentine. Any others I should read from which I can build foundational knowledge?
2.Do you guys think it would be a good idea to start reaching out to internal folks to setup informational interviews at myBBif I can only speak to the basics of investing (don't want to come off as retarded and squelch any future ops)?
3.Should I be working toward theCFAlevel I exam and/or continue my studies for the GMAT?
4.I've read that the onlineMBAis frowned upon, but what about the IE distanceMBA, or the Kelley MBA? The one-year on-siteMBAslook cool too (INSEAD, IE, HKUST,LBS, etc.), but I'd rather keep working if possible and there are no good schools within reasonable driving distance from me..
5.我还签署了我尚未参加的投资银行研讨会。万博app网页版将这些技能放在功能格式的简历上以供将来的应用程序放置是一个好主意吗?

Comments (15)

Jul 6, 2012 - 10:37am
Johnwilkesproof, what's your opinion? Comment below:
dest149:
老实说,我不确定是否得到MBAfrom one of those schools would be worth the cost/effort.

所以,是一个MBAa bad idea altogether? Overwhelmingly, I see a consensus for Equity Researchers to obtain theCFAdesignation, and that anyMBAis a waste of time. Does this also ring true with career changers? I just read a post by Flake where he described doing some job shadowing with his firm's research team; he wasBO在时间。似乎是一个得到一些经验的好方法osure to the work itself without taking off three months for an internship.

Jul 6, 2012 - 10:41am
dest149, what's your opinion? Comment below:
Johnwilkesproof:
dest149:
老实说,我不确定是否得到MBAfrom one of those schools would be worth the cost/effort.

所以,是一个MBAa bad idea altogether? Overwhelmingly, I see a consensus for Equity Researchers to obtain theCFAdesignation, and that anyMBAis a waste of time. Does this also ring true with career changers? I just read a post by Flake where he described doing some job shadowing with his firm's research team; he wasBO在时间。似乎是一个得到一些经验的好方法osure to the work itself without taking off three months for an internship.

Getting aCFAnever hurt anyone, because it only makes you more competitive. It's not to say getting anMBAis a waste of time, but getting one from a non top-tier school pretty much is, and is more than anything a waste of money. Also, although any exposure to the industry is better than nothing, it is pretty difficult to move fromBOFO. But maybe if you combine theBOCFAyou could have a shot. I just think it's kind of tough all around for you at this stage in the game. I don't want to baby you.
Jul 6, 2012 - 4:55pm
bearing, what's your opinion? Comment below:

It's going be tough because usually new associates at your level of experience bring either one of two things: superior industry knowledge in a particular sector or superior financial acumen. As you possess neither it seems anMBAwould be your best bet. Just be aware that getting a Summer Associate position will be extremely difficult as mostBBrecruit 4 or 5 associates forERper summer. You can work on theCFAas a way to build up your credentials but most shops put more emphasis on previous work experience.

Jul 7, 2012 - 6:53pm
Johnwilkesproof, what's your opinion? Comment below:
bearing:
It's going be tough because usually new associates at your level of experience bring either one of two things: superior industry knowledge in a particular sector or superior financial acumen. As you possess neither it seems anMBAwould be your best bet. Just be aware that getting a Summer Associate position will be extremely difficult as mostBBrecruit 4 or 5 associates forERper summer. You can work on theCFAas a way to build up your credentials but most shops put more emphasis on previous work experience.
Jul 7, 2012 - 6:54pm
Johnwilkesproof, what's your opinion? Comment below:
bearing:
It's going be tough because usually new associates at your level of experience bring either one of two things: superior industry knowledge in a particular sector or superior financial acumen. As you possess neither it seems anMBAwould be your best bet. Just be aware that getting a Summer Associate position will be extremely difficult as mostBBrecruit 4 or 5 associates forERper summer. You can work on theCFAas a way to build up your credentials but most shops put more emphasis on previous work experience.

If I were to work on learning an industry/sector on my own, what would be the best option in terms of most likely to have openings? Would it be advantageous to learn some obscure industry or the most common?

Best Response
Jul 7, 2012 - 8:08pm
bearing, what's your opinion? Comment below:
Johnwilkesproof:
bearing:
It's going be tough because usually new associates at your level of experience bring either one of two things: superior industry knowledge in a particular sector or superior financial acumen. As you possess neither it seems anMBAwould be your best bet. Just be aware that getting a Summer Associate position will be extremely difficult as mostBBrecruit 4 or 5 associates forERper summer. You can work on theCFAas a way to build up your credentials but most shops put more emphasis on previous work experience.

If I were to work on learning an industry/sector on my own, what would be the best option in terms of most likely to have openings? Would it be advantageous to learn some obscure industry or the most common?

如果您正在面试,这将显示出兴趣,但要对业务需求进行安置,即哪些小组需要一个合伙人。特定行业知识的类型ER正在寻找仅通过在该行业工作而获得的。晦涩的部门的问题是,他们不会雇用您来覆盖该领域,他们可能不需要助理来在该行业中提供帮助,因为它晦涩难懂,并且由于量低和小额市场上限而可能会产生更少的营业额。如果在某些奇迹上,他们确实需要一个同事,那么整个行业每年可能只有1或2个职位。

Jul 7, 2012 - 2:02pm
TOB2020, what's your opinion? Comment below:

只是想分享我和您的研究和我的研究有些类似的背景/目标(阅读大量WSO,其他网站并与我认识的资金人士交谈)最好的选择是用顶级重塑自己的自我MBA当然,说得容易做。

I am currently in biotech/pharma industry (~5 years) and originally started to study for theCFAas a means of breaking in but decided/researched theMBAwould be the best bet (again assuming it is top tier program). I am not sure how helpful my post is but maybe comforting that there are others in your situation.

Jul 7, 2012 - 6:58pm
Johnwilkesproof, what's your opinion? Comment below:
TOB2020:
只是想分享我和您的研究和我的研究有些类似的背景/目标(阅读大量WSO,其他网站并与我认识的资金人士交谈)最好的选择是用顶级重塑自己的自我MBA当然,说得容易做。

I am currently in biotech/pharma industry (~5 years) and originally started to study for theCFAas a means of breaking in but decided/researched theMBAwould be the best bet (again assuming it is top tier program). I am not sure how helpful my post is but maybe comforting that there are others in your situation.

It seems anMBAis probably the best option for me as well..

Jul 7, 2012 - 3:44pm
SirTradesaLot, what's your opinion? Comment below:

您可以在研究部门与您成为朋友或锁定吗?如果您告诉他们,您可以带着微笑来吃双甲板狗屎三明治,您可能会有机会。不过,这并不容易。但是,在18个月内最好的情况下,您将不会成为研究分析师。您必须将其作为研究助理至少几年。好消息是,您至少有写作背景,这是工作的重要组成部分。

I think studying for theCFAis a good idea. At least you can become more conversant in the language of finance. It seems there are a large people in research with that designation now. Also, you need to learn excel well...don't know where you are with that.

Jul 7, 2012 - 7:24pm
Johnwilkesproof, what's your opinion? Comment below:
SirPoopsaLot:
您可以在研究部门与您成为朋友或锁定吗?如果您告诉他们,您可以带着微笑来吃双甲板狗屎三明治,您可能会有机会。不过,这并不容易。但是,在18个月内最好的情况下,您将不会成为研究分析师。您必须将其作为研究助理至少几年。好消息是,您至少有写作背景,这是工作的重要组成部分。

I think studying for theCFAis a good idea. At least you can become more conversant in the language of finance. It seems there are a large people in research with that designation now. Also, you need to learn excel well...don't know where you are with that.

我认同。我试图小心,不要让那些随机问题惹恼那些人。我开始与一些同事接触IB几个月前,问一些有关实习的问题。我会说我的所有询问都得到了回答,只有一个或两个非复制。我保留了我的对话的电子表格。

I have not reached out specifically to the research guys, yet. I don't want to mess that up. I think the whole process of networking would be a lot easier if I lived inNYC到meet face to face, conductinformational interviews, meet up for a coffee or beer. I'm seriously thinking about taking a week vacation in Manhattan to do a ton of informational interviews. Do people really do this? Does anyone have any suggestions as to what I should be able to discuss (with some level of competence) with a potential supervisor or colleague? As for excel, I use it daily, just not to the extent a numbers-driven dept. would.

Jul 9, 2012 - 7:26am
ILOVENYGUY, what's your opinion? Comment below:

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