This package is perfect for aspiring equity analysts who are looking to land a job at a premier hedge fund, mutual fund, or sell-side research. Here’s what’s included (we will tailor the series to your circumstances): • Introductory Session (1 hr): We’ll go over stock pitch basics, best practices, and exclusive strategies to stand out. • Industry research (1 hr): We’ll break down the industry and identify attractive investment ideas. • Company analysis (1 hr): We’ll understand the company’s business model, explore its competitive advantages and strategy, and evaluate the management team. • Valuation (1 hr): We’ll outline the company model structure, identify core drivers, and explore multiple valuation scenarios. • Primary value-added research (1 hr): We’ll identify 5-10 resources to enhance your pitch and make it stand out (from interviews with industry experts to additional data analysis). • Pitch practice (1 hr): We’ll outline the structure of your presentation, create effective slides to substantiate your pitch, and make sure you deliver it in under 2 minutes.
What will you take away from this package?
Effective stock pitch: 2-page investment thesis, substantiated with 8-10 core slides and comprehensive appendix.
Robust Excel model: company valuation model, with historical financials and projections, key drivers, and scenario analysis.
Targeted practice: delivery of your investment pitch in under 2 minutes, hitting on main points of your differentiated research.
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 (industry research, company analysis, Excel model) 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.
Starting at $1,250
5h+ of coaching