Finance Training and Career Boosting Tips

The rabbit is the FRM exam, of course. The reason why I chose the story of the rabbit and the turtle, other than the evident link with the Bionic Turtle FRM Review is that it does really seem like a good metaphor for the relationship between the two. The FRM or Financial Risk Manager Designation […]

After you get hired, it’s now time to face the equity research interviews. Usually, it has four parts: First screening Interview with Human Resources Financial Modeling tests Interview with Equity Research Department Usually, the fourth part is one of the difficult ones. I’m here to prepare you for it. Here are the 50 Equity Research […]

All students and professionals are interested in pursuing a career in equity research, investment banking, and private equity sector often enrolls in financial training programs. One of the trusted and preferred financial training programs is offered by Breaking into Wall Street, known as BIWS certification. The article is an in-depth review of BIWS certifications – their […]

Equity Research is a rewarding career. To keep up, you need a strong foundation with the judgment to think critically, act independently, and be relentlessly analytical. That’s why I wrote this guide — to empower you with the equity research(ER) report writing skills to stay ahead in the equity research career. There is almost NO guide […]

I know why you clicked on this article. 2019 was a defining year for what we like to call ‘equity research.’ Everyone from The Economist to Bloomberg to Reuters spoke about a decline in this branch of the finance business, and some even used words like ‘bloody,’ which are sure to scare you. Provided you […]

If you are associated with finance domain, either as a professional or as a student, you must have often heard the terms - Buy Side vs Sell Side in your day to day interactions. But do you know exactly what these terms mean in the relevant context? This article is aimed at providing you with […]

In my last article, I covered how to predict the earnings of a company and today I am going to write about how to do industry analysis. The Need for Industry Analysis Industry analysis is an essential responsibility for an equity research analyst. As an equity research analyst, you need to analyze a particular industry, […]

Last time when I shared the super-actionable post, How to Analyze Financial Health of a Company in 6 Easy Steps, I got emails from readers asking for how to build a revenue model. So, I decided to write not ONE but FOUR approaches to the revenue projection model and take a real case in the retail […]

"What is financial modeling?" "Do you teach discounted cash flow modeling?" "Can you give me a sample financial model that I can fill with numbers and present in the interview?" "How to build a financing model?" "How to get into financial modeling careers?" I'm constantly bombarded with such questions about best practices. And, the funny […]