Equity Analyst Toolkit

As a student and professional focused on Investment Management, you will be asked to repeatedly ramp-up on businesses, to create a variety of analyses and to synthesize your findings in stock pitch. This process can be incredibly daunting when you first try it (and even for experienced, full-time professionals) due to the sheer volume of information available. The key is ensuring maximum return-on-time in your investment research. In this class, you’ll learn to avoid the typical early-career equity analyst mistakes that waste time and how to zero in on the critical variables that drive the company you’re researching. You’ll also learn how to connect qualitative and quantitative factors throughout your research process to create a persuasive thesis supported by proprietary research, grounded in detailed financial analysis and presented through compelling visuals that convey your ideas in a succinct, cogent fashion. In the end, the goal of this course is to help you maximize your efficiency and effectiveness of your research process from the initial ramp-up to the final pitch.