How to Be a Successful Equity Research Analyst

About the book

Gillian Elcock and Eveline Varin are currently working on a book titled “How to Be a Successful Equity Research Analyst”. It is a follow-up to Gillian’s interview guide “How to Get an Equity Research Analyst Job”.

This new book will give instructions, advice and best practice examples that encompass both the “hard” and “soft” skills that are crucial for the role of the equity research analyst.

How to Get an Equity Research Analyst Job

About the book

This award winning* book is written by an experienced equity research analyst. Targeted towards business school and undergraduate students, it is a primer on how to break into the asset management industry. The book is also useful for people who want to make a career switch into equity research, and for those who are interested in sell side equity research positions.

The book includes:

  • An overview of the asset management industry, also known as the “buy side”.
  • Description of the role of the equity research analyst, including a comparison of the buy side and sell side jobs.
  • Tips on preparing a great resume and cover letter.
  • Details about all the most common interview types you are likely to encounter, and how best to prepare for them.
  • Advice on how to be successful once you start your career as an equity research analyst.

*Winner of 2012 National Indie Excellence Award in the
Career category

This book has given me enough confidence to ace the equity research interviews and has definitely given me an edge over other candidates. I highly recommend it to anyone interested in equity research!

Review on

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About the Author

Gillian Elcock worked as an equity research analyst for several years at asset management companies in the U.S.A. and the UK, including Putnam Investments and Insight Investment. She is the Founder and Managing Director of Denny Ellison. Gillian started her career as a management consultant at The Boston Consulting Group. She holds an MBA from the Harvard Business School and MEng and BSc degrees from the Massachusetts Institute of Technology.

Recommended Reading

Several of these books are listed in the Appendix of How to Get an Equity Research Analyst Job.

Financial Analysis, Accounting, and Valuation

Analysis for Financial Management, Robert C. Higgins

Business Analysis and Valuation: Using Financial Statements, Krishna G. Palepu and Paul M. Healy

Financial Shenanigans: How to Detect Accounting Gimmicks and Fraud in Financial Reports, Howard Schilit

How to Read a Financial Report: Wringing Vital Signs Out of the Numbers, John A. Tracy

Corporate Strategy

Competitive Strategy: Techniques for Analyzing Industries and Competitors, Michael E. Porter

CV/Resume Writing

The CV Book: Your Definitive Guide to Writing the Perfect CV, James Innes

The Guide to Writing Unbeatable Resumes, Rose Curtis and Warren Simons

Interview Advice

Sell Yourself in Any Interview: Use Proven Sales Techniques to Land Your Dream Job, Oscar Adler

The Fast Track: The Insider’s Guide to Winning Jobs in Management Consulting, Investment Banking and Securities Trading, Mariam Naficy

Getting a Job in Hedge Funds: An Inside Look at How Funds Hire (A Glocap Guide), Adam Zoia with Aaron Finkel

Value Investing

Getting Started in Value Investing, Charles S. Mizrahi

Value Investing, From Graham to Buffett and Beyond, Bruce C.N. Greenwald, Judd Kahn, Paul D. Sonkin and Michael van Biema

The Intelligent Investor, Benjamin Graham

Security Analysis, Benjamin Graham and David L. Dodd

Growth Investing

Common Stocks and Uncommon Profits and Other Writings, Philip A. Fisher

Stock Picking and Investing

One Up On Wall Street: How To Use What You Already Know To Make Money In The Market, Peter Lynch

Beating the Street, Peter Lynch

A Random Walk Down Wall Street, Burton G. Malkiel

Behavioural Finance

Behavioural Finance: Insights into Irrational Minds and Markets, James Montier

Extraordinary Popular Delusions and the Madness of Crowds, Charles Mackay


Get Paid What You’re Worth: The Expert Negotiators’ Guide to Salary and Compensation, Robin L. Pinkley and Gregory B. Northcraft

Tales of Finance: Classics, Modern Classics, and New Releases

Liar’s Poker, Michael Lewis

Den of Thieves, James B. Stewart

Barbarians at the Gate: The Fall of RJR Nabisco, Bryan Burrough and John Heylar

The Predators’ Ball: The Inside Story of Drexel Burnham and the Rise of the Junk Bond Raiders, Connie Bruck

When Genius Failed: The Rise and Fall of Long-Term Capital Management, Roger Lowenstein

House of Cards: A Tale of Hubris and Wretched Excess on Wall Street, William D. Cohan

The Devil’s Casino: Friendship, Betrayal, and the High Stakes Games Played Inside Lehman Brothers, Vicky Ward

Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the Financial System – and Themselves, Andrew Ross Sorkin

The Big Short: Inside the Doomsday Machine, Michael Lewis