How to prepare in advance for doing research in small and medium-sized brokerage research institutes?

First of all, we should know that there has always been a shortage of talents in the financial industry, especially in brokerage research institutes. As far as I know, small and medium-sized brokerage research institutes are also full of talents.

Secondly, in preparation, first go to a brokerage firm or consulting company for an internship. It will be relatively easy for some small banking brokerage firms or management consulting companies to get internship certificates and recommendations.

thirdly, it is necessary to test your network and ability, and see if there are any internal staff in the unit and your own skills. Financial engineering and financial technology skills are more important, and you can master mainstream software such as wind/bloomberg/python.

Finally, I would like to remind you that if you don't have a master's degree or above in a well-known financial university or a 985/211 university, you should make the best use of your family and social relations.

hello, I'm glad to answer your question. I also do financial research, and many students around me have entered the industry research.

First of all, the academic qualification threshold of brokerage researcher is relatively high. You'd better prepare for the academic qualification first, at least master's degree above level 211, and the undergraduate level should not be too bad. At that time, among my classmates, the undergraduate course was not 211, and the resume of the brokerage company could not pass.

Secondly, people who do research need financial analysis skills, so you'd better take an examination of a certified public accountant or a certified financial analyst, which will have an advantage.

Then, you need to practice in related fields first. It is very important to have internship experience.

Finally, interest is the best teacher and represents the potential in the future. You need to show your interest in doing research to the job-seeking unit!

I can give you some advice as I got an offer from five brokerage firms last summer and got it for retention.

There is no mention of students' academic background and past internship experience in the question, so it is difficult to put forward one, two, three concisely, and there are many things to be prepared for securities firms' research. Therefore, I will sort out and summarize my internship experience in brokerage research, which will be of great help to students who want to find an internship.

Let me share my mind map first, so that students who don't have time to read the text can quickly know the core of the full text.

(The copyright of this mind map belongs to the author) The first point: Be familiar with the recruitment requirements

This is a very typical recruitment requirement. First of all, we should be familiar with what the job is about. Many students have some unrealistic imagination about junior jobs, thinking that going to graduate school is equivalent to stock trading, which is incorrect. As a newcomer, the work of leaning on the desk, such as sorting out information and recording telephone calls, is indispensable and most commonly done. Therefore, there will generally be "willing to endure hardship" in the recruitment requirements.

although there are no school requirements in the screenshot, brokers all have target schools, overseas are generally QS1, the top 3 or 5 in the United States, the top eight in Australia, two in Singapore, three in Hong Kong, and 985,211 in China. More specifically, there are forms on the internet, which can be seen when you enter the target school of the brokerage firm. The requirements for grades are self-evident. Those who do finance are all excellent students, and their GPA is at least 3.5 or above.

Although there is no requirement for internship experience, the students who compete with you generally have good internships. When I was an intern in the graduate school, I also asked my fellow interns. Generally, everyone has 1-3 internship experiences related to finance or consulting. Therefore, if you are a sophomore or a junior, you should also find some internships to enrich your experience.

second point: familiar with recruitment channels

I divide recruitment channels into three categories, namely: third point: recruitment process fourth point: preparation for interview

This part can be divided into two parts: fifth point: internship experience

After completing the previous four parts of study, I believe you should have a good understanding of how to find an internship for securities firms. If you plan your time well, you can also find an internship.

Besides, please share my experience of doing internship.

first, the ability to find data. A lot of data is very difficult to find, and you need to consult a large number of websites, third-party research reports and commonly used databases. Finding data is also the most important, because wrong data can't lead to correct conclusions. Finding data is boring, but it is something that every intern must go through. Therefore, students can learn more about the use of databases during their school days, such as WIND/Thomson One/Bloomberg.

second, the ability to read documents. Before writing a report, you need not only a lot of research, but also some relevant literature to read. In addition, the institute not only does stock analysis, but also needs to do some research, so it is necessary to read a lot of literature. Therefore, students should cultivate their reading ability in Chinese and English.

third, writing ability. Many students find that there are many ideas, but they can't write anything once they start writing. Research needs to write a lot of reports (daily/weekly/monthly/special reports, etc.), so you need to write more and output more at ordinary times. Believe me, you will be better than the students you practice with.

fourthly, the ability to summarize the answers. Why is this important? Because in the long run, you can only realize the Excellence and deficiency of what you have done by summing up the resumption frequently. This is also where you set a gap with others in your internship.

fifth, the way colleagues get along. After entering the research institute, you can eat and chat with researchers more, and it is best to become friends, so that they can tell you some research results. If the relationship is harmonious, the second and third internship can also be recommended by them.

Well, seeing this shows that you must be very eager for an internship in a brokerage firm. As long as you can do all the above, you will find an internship sooner or later. Don't worry, don't be anxious, just work hard and come on!

you should have good professional skills, have a full and extensive understanding of the industry you are studying, and have a normal judgment on the development trend of the industry.

degree, beginners will be taught.