Mr. Equity To IB
I am a senior equity research analyst at a small firm (under 10 employees). I have been promoted once (ahead of schedule) and have complete autonomy over research screening, publication, business development, and client communication (clients are L/S Hedge Funds) for one of our research business. Prior to this role, I was a Big 4 Senior Auditor.
Undergrad School: Big 12 State School
Undergrad Major: Finance & Accounting Double Major
Age: 28, Ethnicity: White
Other Degree/Certification: CPA, Level 3 CFA Candidate
Extracurriculars: First Tee Charity Volunteer, GTA for 3 classes in college, D1 athlete for 2 years
Title: Senior Equity Research Analyst
Industry: Banking & Finance
Company: Boutique Firm
Length of Employment: 2 yrs, 8 mos
Title: Senior Auditor Big 4 Accounting
Company: Top Firm
Length of Employment: 2 yrs, 3 mos
Big Life Wins:
Taking over our european equity research business as the sole analyst after less than 18 months at the firm. Passing L2 CFA 4 weeks after an extended hospital stay. Riding a motorbike around northern Vietnam and visiting the middle east for the first time.
Post MBA Goal:
I would like to transition to IB for 3-5 years to gain capital markets and deal flow experience. I have the ultimate goal of being a CFO. I structured the beginning of my career around learning how to analyze and read financial statements and preform market research. I plan to use the MBA to become a better leader and transition to IB.