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 Amazon.com
Purchase the Book
From Amazon.com (Paperback or Kindle)
From Amazon.co.uk (Paperback or Kindle)
From Amazon.de (Paperback or Kindle)
For the Barnes & Noble Nook click here
From Apple’s iTunes for the iPad/iPhone/iPod touch
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
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 Resume.com 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
Value Investing
Getting Started in Value Investing, Charles S. Mizrahi
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
Negotiation
Tales of Finance: Classics, Modern Classics, and New Releases
Den of Thieves, James B. Stewart
Barbarians at the Gate: The Fall of RJR Nabisco, Bryan Burrough and John Heylar
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
