This package is a series of five sessions to go from nothing to getting a hedge fund (mutual fund or equity research) interview and nailing your stock pitch. Here’s what’s included: • Resume prep (1 hr): We’ll develop a CV that stands out from the crowd (both visual structure and content) and highlights your unique skills. • Cold email outreach (1 hr): We’ll develop a template you can use to connect with hundreds of hedge funds and learn to tailor them to each recipient to maximize response rate. • Networking strategy (1 hr): We’ll analyze your network, identify individuals who can help you with introductions, and develop ways to connect with those who can open doors for you. • Stock pitch (1 hr): We’ll review your investment idea(s) and tailor it to the right hedge fund. (I offer a separate course on stock pitch development.) • Interview simulation (1 hr): We’ll practice your stock pitch, learn to deliver it effectively in under 2 minutes, and substantiate it with written analysis, slides, and company model. (I offer a separate course on company modeling.)
What will you take away from this package?
Standout resume: Effective resume, with hooks to capture attention, spark an engaging conversation, and stack the odds in your favor.
Cold email template: Template you can use over and over again to maximize response rate.
Networking strategy: Map of your existing contacts and necessary connections, and steps to expand your network.
Deep understanding of the interview process and strategies to stand out.
Increased level of confidence, knowing you’ve simulated and nailed the actual process you will experience on interview day, and have the tools to succeed.
How will this coaching take place?
This package will be delivered via live sessions and .
Clients send me their materials (resume, stock pitch, Excel model, and so on) in advance of the sessions. We use the live sessions to go over your work, identify ways to improve it, and address your specific questions.
Additional details
More packages from Tim
Custom hourly coaching · $275/hour
Tim also coaches for Corporate Development and FP&A. View all.
Offered by Tim S.
Joined May 2023
5.0
Portfolio Manager for $1B Growth Equity Fund / Lazard & Morgan Stanley
I have been investing for 15 years. I sat on both sides of the table – as an equity research analyst at Morgan Stanley and as a portfolio manager at Lazard Asset Management. I invested in public equities and private companies. I allocated capital on behalf of multi-billion dollar pension funds and endowments, as well as deployed my own capital in early-stage startups. Looking to add value and keep learning, I took on new challenges every 2-3 years. When I became the #1 rated analyst at Morgan Stanley, I brought on junior analysts and repeated my success as a team. When I delivered a 3X return on my investments at Lazard, I raised capital for a brand new fund. When I helped the team at Kabbage sell the business for $850 million to American Express, I joined a fresh new startup and raised capital from a16z. Capitalizing on my experience working with numerous asset classes, I’m now building a financial advisory firm. My journey is unfolding every day. It’s too early to write a book about it, but if I were to do it, I’d focus on the people I helped along the way. I’d love for you to be in this book. I’d love to share with you what I learned over the last 15 years to accelerate your learning and be successful.
$1,250
5h of coaching