Seeking for tips/advise to break into equity research (ER) - with my profile:

Relevant to ER: 6 month IB internship @ small sized Los Angeles Merchant bank; CFA Level 2 cleared; Master of Science in Finance - SUNY Buffalo - Extra-curricular work relating to ER - university competition - case & research work, academic project w Co., custom electives; 1 year – wealth management – client acquisitions exp.

Additional Experience: 1.5 yr Product Control Analyst @ Citi & 1.5 year Loan Operations

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Network w people in ER at citi and express interest in eventually applying should an opportunity arises. With CFA L2 passed, you’ll be a good candidate should you become aware of any interview. Don’t push your resume on anyone. Just keep chatting w people until the opportunity arises. No specific timeline, but I promise you this will work if you exercise discipline and patience

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What sector are you wanting to cover? I suggest you pick an industry that interests you and that you have, or can gain the relevant experience in. Familiarize yourself with some of the names in the space so when you do end up networking or interviewing you can talk about the companies and the industry itself. Also keep in mind the qualifications for each industry will differ, for example Biotech equity research typically requires a PhD. Hope this helps! Happy to chat more :)

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