Anybody have tips on how to transition from tax in B4 to an equity research/analyst position? Not sure if this is even possible and not sure if I should stop hoping.

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Network your ass off, consider getting an mba if you can get into a top tier program. It’s a long shot but if you’re pretty junior anything is in the realm of possible. Making big switches gets a lot harder the more senior you get - harder to redefine yourself + harder to go back to entry level comp

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I previously did a phone interview for an ER position but decided path wasn’t for me. The interviewer was very interested in if I had modeling experience. Even if you haven’t have it yet in your career I would recommend taking a class or researching to get some modeling understanding. Also, he wanted a stock pitch. Basically a stock you would recommend and why you would (beyond just a gut feeling). Should consider EBITDA, ratios, comparisons to industry, etc. I think making this move is doable and an accounting background can be helpful - but to move forward in interviews you will need to be prepared

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I also think reading equity research analyst reports would be very helpful to understand

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Thanks for the help guys! Just curious @Deloitte 1, what made you feel like the path wasn’t for you?

I could be wrong but from what I heard people that enter equity research stay in it for years and wasn’t sure what the exit opp would be. I thought about what my goals one day, which really align more towards CFO and I didn’t think it made the most sense for my goals

Also- wallstteetoasis is a super helpful website for ER tips - I read a lot on there prior to the interview

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Hi all!

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