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Mr. Research Analyst

About Me:

I’m the only research analyst at a $2+ billion value-oriented hedge fund, have passed all 3 levels of the CFA exams, and serve on a few boards and play organized basketball in my free time.


Undergrad School: University of California, Berkeley

Undergrad Major: Economics

GPA: 3.9

GMAT: 740

Age: 25,  Ethnicity: White

Other Degree/Certification: Passed all 3 levels of the CFA exam.

Extracurriculars: Junior board member for UC Berkeley economics department, Board member at local literacy non-profit

Work History:

Title: Research Analyst

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 3 yrs

Big Life Wins:

Beat 500+ other candidates for my position right out of undergrad. Have pitched a few stocks that have made it into the portfolio.

Post MBA Goal:

Want to go work for a long-only (preferably value-oriented) fund immediately after an MBA program with the goal of eventually starting my own fund.


Target School: Columbia

Status: Open

Considering: Harvard, Wharton


The Experts Rate The Odds At: 50%

  • John A. Byrne, P&Q Founder & Editor-In-Chief | Odds Assessment: 60%

    Your profile is just about perfect for CBS and Columbia should welcome you with open arms. Why? You went to a public Ivy and came out with a 3.9 GPA, well above the 3.6 class average, and then notched a 740 GMAT, eight points over the 732 average. Then you landed a highly selective job, beating more than 500 other applicants to get it. And in the three years you have been in that job, you have clearly distinguished yourself, in party by pitching investments that made made it into your firm’s hedge fund. What’s more, your first choice school is the quintessential finance school and completely aligns with your post-MBA goal. Your extras show you have heart, but they are not going to make …

    2 years ago Read the full review
  • mbaMission | Odds Assessment: 50%

    Hey Mr. Research Analyst, Julie-Anne Heafey here with mbaMission. Gosh, I love your profile — high GPA, solid GMAT, all 3 levels of CFA already, board positions, and a stellar job. Well done. I can understand why you’re targeting Columbia, the Mecca of value investing. The main thing working against you is the numbers – so many finance types apply that it can be tough to break through…do not assume the Columbia will be a cake walk for your (stellar) profile; the field is crowded. Explaining your motivations and showing personality can make a difference, as well as demonstrating fit and strong connection to the school and the city…I recommend that you leverage the network, attend events (online for now) and …

    2 years ago Read the full review

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  • Stratus Admissions Counseling | Odds Assessment: 40%

    Very impressive stats Mr. Research Analyst! It’s Lisa Cummings of Stratus Admissions. Your numbers are at the high end of Columbia’s students so why the 40% rating? While you will be a very solid contender, Columbia’s uber selective process means that under 20% of applicants get an offer of admission. That percentage includes all applicants, even those outside the mid-range, so I am giving you double the odds of an average applicant given your above average stats. Your strong track record and ability to have an impact in the workplace will also resonate with the admissions committee at any school you may apply to. As a sports enthusiast myself (mostly tennis these days) I do like your dedication to basketball …

    2 years ago Read the full review

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The Community Currently Rates The Odds At: 25%

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