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Break into Equity Research
You'll learn to build financial models, analyze public companies, and write investment reports.
Learn about different revenue builds in this free tutorial.
Created by Experts from the Top Institutions
STEP 1
Analyze a Company's Financials and Share Price
Study detailed public company models covering analyses used by Wall Street's top equity research firms: segment-based revenue builds, non-GAAP adjustments, probability weighting share price analysis, and more.
STEP 2
Study Public Companies like an Investor
Learn how to read company filings, synthesize investor presentations, and forecast long-term projections using real world examples from software, energy, healthcare, and more.
STEP 3
Prepare for Stock Pitches and Case Studies
Develop your own stock pitch investment thesis and practice the case study formats used by the leading equity research firms (company vettings, investment reports, revenue build-ups, etc.)
Equity research is a great career path for finance professionals who enjoy studying the public markets, working with investors, and writing reports. This course will teach you everything you need to navigate the recruiting process, land a top offer, and succeed on the job.
Equity research also heavily rewards industry specialization, which makes it an extremely popular choice for career switchers (e.g., healthcare, technology, energy).
Land a Top Equity Research Offer
6+ Public Company Financial Models
with bottoms-up revenue builds, long-term projections, and Non-GAAP adjustments. Examples include Meta, Cummins, Moderna, Tesla, Delta Air Lines, and Nvidia.
6+ Modeling & Valuation Tests
assessing your understanding of 3-statement financial models, corporate accounting, valuation multiples, and sensitizing multiple cases.
80+ Videos with 8+ Hours of Content
summarizing all of the recruiting knowledge and technical information you need to get a top equity research job.
Case Study Examples
including investment reports, company vettings, detailed revenue builds, and more. Learn how to do case study interviews by studying high quality examples.
Public Market Principles
covering share price projections, probability weighting, cyclical valuation multiples, tracking public market performance, and more.
250+ Page Guide, Public Company Investment Reports, and Q&A Guide
including the most common questions asked by equity research firms. We'll walk you through all of the valuation, modeling, and investment analysis you need.
Equity Research Concepts Explained by an Industry Expert
Get all of your technical and recruiting questions answered by someone with experience at the top equity research firms on Wall Street.
Earn the Equity Research Certificate
The Peak Frameworks brand is recognized in the corporate finance world and has helped candidates distinguish themselves during recruiting.
The Peak Frameworks Equity Research Certificate communicates to employers that you can build financial models and analyze public companies.
The certificate can be included on your resume or LinkedIn and its authenticity will be verified by our team.
Our Students Get the Best Offers
I got multiple offers because of your help and advice.
The coaching and lessons I got were much, much better than what I was using before. Abdul broke down all of the recruiting cycle and technicals in a clear and digestible way.
Equity Research Associate
MBA who landed both equity research and IBD roles
Hands down the best equity research content out there.
I was interning at a research boutique trying to move to a bulge bracket when I reached out to Abdul. Abdul laid out ALL of the interview prep I needed to do and made me feel confident going into the interview room.
Equity Research Analyst
Landed a bulge bracket offer for full time recruiting
Top Tier Candidate Placements
Why Equity Research?
Develop a broad technical skillset including financial modeling, writing reports, public markets, and investment analysis
Extremely reliable path for career switchers, as specialized industry knowledge is highly valued (e.g., coming from healthcare or academia)
Excellent exit opportunities into hedge funds, mutual funds, corporate development, and investor relations
Reasonable work-life balance and career progression when compared to all other front office roles
Learn Industry and Recruiting Secrets
How does equity research work with investment banking?
What are the typical exit opportunities out of equity research?
How does on-cycle recruiting work at the bulge bracket level?
How should we think about public company financing?
I'm Abdul Tambal, the Equity Research Course Instructor
I've spent my career working at J.P. Morgan and Goldman Sachs in equity research, as well as credit research. I spent several years at J.P. Morgan's New York office covering large-cap industrials companies and was part of the recruiting team while there. I am also a CFA charterholder.
I've received several offers from top hedge funds, so I understand exactly how to navigate the buyside recruiting process.
Subscribe for Free Business and Finance Resources
Course Curriculum
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How does the Peak Frameworks course compare to other guides out there?No other course provides this level of insight into the recruiting process. We'll cover the on-cycle timeline, case studies used by mega funds, and headhunter coverage. A big reason we created the Peak Frameworks course is because other guides had overly simplistic models and referenced outdated questions. We've hired and interviewed on behalf of the top private equity funds over the past few years and know exactly what you need to prepare. We are constantly updating our course materials and frequently ask our industry peers about the questions being asked.
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What is your refund policy?The course can be refunded within 14 days. If you are unhappy with your purchase, you can request a refund. In order to qualify for a refund, you must complete Knowledge Assessment I in the course. This is to ensure that you have actually attempted to go through the course. Please note that your downloaded course materials are stamped with your email and name. We add emails found on circulated course materials to our internal blacklist.
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Do you need paid resources to land a private equity offer?No, but many, many people pay for guides, private tutors and coaching because of how competitive the process is. It's not necessary, but it can save you critical amounts of prep time and give you a clear information advantage over your peers. The industry is honestly just very opaque, so it can be hard to succeed without the right insight. We guarantee that you'll save tons of time and maximize your chances at a top private equity offer by using this concise resource.
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How important is modeling during on-cycle recruiting?The vast majority of top funds are going to give you an LBO model test during on-cycle recruiting, so we advise being able to build a simple LBO from scratch within 2 hours. During the off-cycle, there's a good chance you'll get a take-home case study and have to build a model from scratch. In super rushed processes, there may be more emphasis on doing a paper LBO and discussing transaction experience.
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When should I start preparing for on-cycle recruiting?Recruiting has become so accelerated that the associate on-cycle process has typically kicked off within 4-5 months of graduation. It normally takes candidates at least a month or so to fully digest all of the information required, so we would recommend eager candidates to start studying shortly after graduation or concurrent with school.
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How long will this course take me?There are ~10 hours of video content and 5 LBO model tests in the course. We would advise you to watch one to two hours of content per week and attempt one LBO model per week. Each model will take you between 2-4 hours. The ideal time frame would be about 5 or 6 weeks of prep.
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Do you offer any coaching or tutoring?We have limited slots available for coaching. Please reach out to matt@peakframeworks.com if you would like to be coached for private equity recruiting.
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How long do I have access to this course?Forever. You will have lifetime access to this course and all future updates.
Frequently Asked Questions
-
How does the Peak Frameworks course compare to other guides out there?No other course provides this level of insight into the recruiting process. We'll cover the on-cycle timeline, case studies used by mega funds, and headhunter coverage. A big reason we created the Peak Frameworks course is because other guides had overly simplistic models and referenced outdated questions. We've hired and interviewed on behalf of the top private equity funds over the past few years and know exactly what you need to prepare. We are constantly updating our course materials and frequently ask our industry peers about the questions being asked.
-
What is your refund policy?The course can be refunded within 14 days. If you are unhappy with your purchase, you can request a refund. In order to qualify for a refund, you must complete Knowledge Assessment I in the course. This is to ensure that you have actually attempted to go through the course. Please note that your downloaded course materials are stamped with your email and name. We add emails found on circulated course materials to our internal blacklist.
-
Do you need paid resources to land a private equity offer?No, but many, many people pay for guides, private tutors and coaching because of how competitive the process is. It's not necessary, but it can save you critical amounts of prep time and give you a clear information advantage over your peers. The industry is honestly just very opaque, so it can be hard to succeed without the right insight. We guarantee that you'll save tons of time and maximize your chances at a top private equity offer by using this concise resource.
-
How important is modeling during on-cycle recruiting?The vast majority of top funds are going to give you an LBO model test during on-cycle recruiting, so we advise being able to build a simple LBO from scratch within 2 hours. During the off-cycle, there's a good chance you'll get a take-home case study and have to build a model from scratch. In super rushed processes, there may be more emphasis on doing a paper LBO and discussing transaction experience.
-
When should I start preparing for on-cycle recruiting?Recruiting has become so accelerated that the associate on-cycle process has typically kicked off within 4-5 months of graduation. It normally takes candidates at least a month or so to fully digest all of the information required, so we would recommend eager candidates to start studying shortly after graduation or concurrent with school.
-
How long will this course take me?There are ~10 hours of video content and 5 LBO model tests in the course. We would advise you to watch one to two hours of content per week and attempt one LBO model per week. Each model will take you between 2-4 hours. The ideal time frame would be about 5 or 6 weeks of prep.
-
Do you offer any coaching or tutoring?We have limited slots available for coaching. Please reach out to matt@peakframeworks.com if you would like to be coached for private equity recruiting.
-
How long do I have access to this course?Forever. You will have lifetime access to this course and all future updates.
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