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Individualized Coaching for Landing a Job in Equity Research

Coaching by a former top-ranked analyst and department manager ensures your needs are met by providing the “inside story” on how research management identifies and selects the best candidates for hire

  • Increases your odds of securing an equity research role by providing individualized feedback on your resume, interviewing skills and research process
  • Navigates the hiring process and expectations once you’re hired by answering all of your questions immediately as they arise
  • Allows flexibility to prepare when it’s convenient for you

Sessions are one-hour. As with all of our services, if you’re not completely satisfied with coaching, we’ll refund 100% of your purchase price, no questions asked

    Individual Session
    $400.00
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    Five Sessions
    $1,800.00
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    Ten Sessions
    $3,400.00
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    GAMMA PI™
    Assessment
    FREE
    With any coaching session purchase.
    james-valentine
    James J. Valentine, CFA

    About The Coach

    As an analyst, the major North American investor polls ranked Valentine among the top three for 10 consecutive years in his sector. Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. At the height of a highly-successful career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department.

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    Evalulate our tools for free

    We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

    • Manager of buy-side or sell-side analysts (DOR or PM)
    • CFA Society leader responsible for programming
    • Professor teaching students pursuing careers in equity research

    You will receive:

    1. Free GAMMA PI™ assessment
    2. Free access to our presentation "Are You a Great Analyst?"
    3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
    4. Sample chapter of Best Practices for Equity Research Analysts

    To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.

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    Take Our Free Quiz

    You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst.  Please provide a valid email address to receive  your results (your email address remains confidential within AnalystSolutions):

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    Download a Chapter

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    GAMMA PI™ SAMPLE

    Try 2 of the 15 GAMMA PI™ Modules for Free

    You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).

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    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential):

    You will be contacted shortly to schedule your free consultation.

    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential):

    You will be contacted shortly to schedule your free consultation.

    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

    You have Successfully Subscribed!

    Schedule a FREE Consultation

    Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)

    You have Successfully Subscribed!