ApplicationProcess
We run a structured, merit-based process designed to identify candidates who are serious about learning, can communicate clearly, and show real upside. You don't need a perfect resume. You do need effort, curiosity, and follow-through.
From application to decision
Resume Screen
Submit your application and upload your resume/CV. We review for baseline fit and signals that you'll be able to keep up with the program pace.
Virtual Interview (Recorded)
If selected, you'll complete a short recorded interview. This is less about polish and more about clarity.
Live Interview (Pathways)
For certain tracks (Pathways), you'll complete a live technical-style interview to validate your ability to reason through a problem in real time.
Live Interview with Stock Pitch (Trainee)
Finalists for the Equity Research Trainee program complete a live interview centered around a stock pitch.
Decision
After interviews, we finalize decisions and share outcomes by email. If you're accepted, you'll receive onboarding instructions and a start-date timeline.
What we look for
- Evidence of drive (projects, leadership, internships, self-directed learning)
- Strong written communication (clear, concise, specific)
- Interest in markets, business, or investing (coursework, clubs, reading, personal research)
- Coachability and consistency (commitments you actually finished)
Virtual Interview
What we'll ask
- •Why this program and why now
- •What you've done to explore investing so far
- •A time you learned something hard quickly
- •How you'll manage the weekly workload
Tips
- •Be direct. No long origin story.
- •Give one or two concrete examples, not generic claims.
- •Speak like a person, not like a cover letter.
Live Interview
Pathways applicants
This is to validate your ability to reason through a problem in real time.
What it may include
- A simple finance/accounting prompt
- Market or company reasoning questions
- Basic mental math and structured thinking
- A short "teach-back" (explain something clearly)
Live Interview with Stock Pitch
Trainee finalists
Finalists for the Equity Research Trainee program complete a live interview centered around a stock pitch.
What a strong pitch includes
- Clear thesis (one sentence, specific, testable)
- The 2–3 drivers that matter most
- Key risks and what would change your mind
- Evidence you did real work (filings, earnings notes, KPIs, competitors)
You do not need a perfect valuation model. You do need a coherent argument and intellectual honesty.
We accept applicants on two cycles a year during the Fall and Winter. We review applications on a rolling basis until each cohort is filled. Earlier applicants have an advantage simply because there are more seats available.
Frequently Asked Questions
Do I need prior finance experience?
No. We accept high-potential beginners. The bar is motivation, coachability, and evidence you'll do the work.
What if I'm not selected?
If you're close, we may recommend specific prep steps and invite you to reapply in a future cycle.
Can sponsor firms see my application?
Your application is reviewed internally. Sponsor recruiting calls are educational; they are not a guarantee of interviews or offers.
What's the time commitment?
Expect a steady weekly workload. The program moves fast, and the people who win are the ones who show up every week.
Ready to Apply?
Questions? Contact us and we'll point you to the right next step.