Equity Research Career Secrets Revealed | Coffee, Careers & More... Episode 03

Sdílet
Vložit
  • čas přidán 3. 07. 2024
  • Our Featured Guest this week is Mr. Achal Phade
    Achal has completed his CA & CFA and has been working in the Equity Research space for more than 5 years now.
    In this time frame he has worked on the 'SELL' side as well as the 'BUY' side where he started his career with a leading Wealth Management firm, moved on to a leading MNC Brokerage House on the institutional side and is now currently working with one of the largest institutional investors in the country. Over the span of his career, he has looked at multiple sectors including Pharma, Healthcare, Infra, Real Estate, Chemicals etc.
    0:00 Introduction
    1:00 About yourself
    4:00 What is a Buy-Side & Sell-Side
    8:18 What does a Buy-Side analyst do?
    18:50 What was the secret of getting your first job?
    33:25 How much would an associate get paid in Mumbai?
    34:30 To get into an associate level, is MBA still a mandatory requirement?
    34:50 Do you think just CFA is good enough?
    39:12 What is the pay for an experienced Sell-Side specialist?
    45:39 Is there some sort of herding behaviour with a Sell-Side analyst?
    50:14 How are the pace in general on the Buy-Side?
    55:24 Is it given that your decision results in portfolio positioning?
    58:50 Are you allowed to build positioning where there is a short term pay and long term returns
    1:02:56 Machine Learning and AI in Equity Research
    1:07:47 How useful was the CA learning in Equity Research Career?
    1:15:40 Should Engineers be doing CFA?
    1:16:48 Do Institutional Buy-Side people hire freshers?
    1:20:40 Jobs even after CFA Level I?

Komentáře • 34

  • @TheSandyKale
    @TheSandyKale Před rokem

    I was very impressed with both how Utkarsh conducted the session and asked the important questions about how to land a role as well as approximate salaries in the space. Achal also did a fantastic job at sharing his journey and being candid in his responses.

  • @sgo1828
    @sgo1828 Před 2 lety +3

    Very insightful.. Utkarsh sir you extract a lot of information from guest through your inquisitive questions.. Liked it!

  • @tanviwarekar5203
    @tanviwarekar5203 Před 2 lety +1

    Very insightful, answers most of my questions!!

  • @sidhartha3342
    @sidhartha3342 Před 2 lety +8

    Fantastic video! Much awaited Sir.
    Please keep doing more such videos for different roles in Finance.
    It will help so many students plan their careers.

  • @samparkamaity1756
    @samparkamaity1756 Před 2 lety +3

    Awesome video!

  • @shree17354
    @shree17354 Před 5 měsíci

    Thank you for giving so much of clarity Sir..😊

  • @kushalmehta6250
    @kushalmehta6250 Před 2 lety

    Anybody who needs to know basic info about ER career must watch this video. You'll get to know everything what you need at initial stage.

  • @mr.gunnuahuja
    @mr.gunnuahuja Před 2 lety +1

    Insightful

  • @bharatchoudhary7949
    @bharatchoudhary7949 Před 8 měsíci

    Very Helpful ❤

  • @sankalpvaity4159
    @sankalpvaity4159 Před 4 měsíci

    Very insightful

  • @niralishah8054
    @niralishah8054 Před rokem

    Do KPOs offer more salary as compared to brokerage houses to a fresher?

  • @farazhussain4046
    @farazhussain4046 Před 2 lety

    Is it frm is more demanded than CFA due to after covid situation

  • @saranggupta1697
    @saranggupta1697 Před 3 měsíci

    What are the Earning Prospects ?

  • @gauravbadgujar8308
    @gauravbadgujar8308 Před rokem

    24:23 *34:30* *1:11:00*

  • @gauravbadgujar8308
    @gauravbadgujar8308 Před rokem

    imp 1:12:00 1:16:47

  • @sindhoorhegde9436
    @sindhoorhegde9436 Před 2 lety +12

    Hey Utkarsh, please provide timestamp for the video, Btw interview was great.

    • @FintreeIndia
      @FintreeIndia  Před 2 lety +6

      Available now

    • @angel-hb8wl
      @angel-hb8wl Před rokem

      @@FintreeIndia I'm engg. Graduate,If I do research analyst certification from nism can i expect to get job for research analyst.

    • @manjunathareddyreddy5738
      @manjunathareddyreddy5738 Před rokem +1

      @@angel-hb8wl do chartered market technician program!!

  • @sm40997
    @sm40997 Před 19 dny

    Is CFA is must for getting into equity research ?
    If someone is just CA, would it make any difference??

    • @FintreeIndia
      @FintreeIndia  Před 12 dny

      CFA is NOT a must, it sure help though! Just a CA! ? , CA can definitely work in Equity Research

  • @ujjwalsinha6685
    @ujjwalsinha6685 Před 2 lety +2

    Hi..i am a bcom, mcom, and semi ca . can i get a job as an associate with even semi ca..but i will complete my ca for sure..

    • @JayKumar-kg3mj
      @JayKumar-kg3mj Před rokem

      What happens, didi you get any job?

    • @ujjwalsinha6685
      @ujjwalsinha6685 Před rokem

      @@JayKumar-kg3mj no ..i am studyimg for finals only

    • @JayKumar-kg3mj
      @JayKumar-kg3mj Před rokem

      @@ujjwalsinha6685 have you tried to get an equity research analyst job as semi CA ?

    • @ujjwalsinha6685
      @ujjwalsinha6685 Před rokem

      @@JayKumar-kg3mj no..i did not try..also i did not find any such job for a fresher..

  • @angel-hb8wl
    @angel-hb8wl Před rokem

    I'm engg. Graduate,If I do research analyst certification from nism can i expect to get job for research analyst.

  • @bbacoresectiona9271
    @bbacoresectiona9271 Před 6 měsíci

    Is CFA is mandatory for research analyst?

    • @rohitjain9513
      @rohitjain9513 Před 2 měsíci

      No... graduation in any field is sufficient. But you have to clear Nism ra certification

    • @32YashKendre-du9dt
      @32YashKendre-du9dt Před měsícem

      ​@@rohitjain9513 is nism ra certification is enough to get a job or even a internship

  • @gauravshirsat9721
    @gauravshirsat9721 Před rokem +1

    NIFM research analyst course is worth it to become research analyst to get a job Or to enter into finance world