Buy-side Networking / Fund Diligence Course
Ever wondered how your peers land buy-side roles without job postings? You're not alone.
Result? You are on the sideline while your peers make the big $$$.
I've been there. That's why I made this course to deliver you two transformations:
Forge Connections and Unlock Opportunities: Learn how to build and retain relationships with buy-siders to uncover unadvertised job leads.
Optimize Fit: Learn how to read a 13-F and mutual fund filings to ascertain a fund’s investment style and your fit.
PLEASE READ THE Q&A BELOW BEFORE YOU SIGN UP.
Next enrollment (limit to 5 enrollees / month): OPEN
Whether you're new or seasoned, consider my course to level the playing field. You will get:
Ask me questions
Networking question list
Diligence worksheet for hedge fund and long-only mutual funds (prepopulated with answers to a case study with supporting files)
Networking email and LinkedIn outreach template
Buy-side CRM spreadsheet
FAQs
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No in most cases. If you clicked the Sign Up button, I assumed you have read the course description and syllabus to ensure it suits your career goals.
If you think you have a case for refund, contact me.
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This is not a fundamental analysis or stock pitch course
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The course does not cover non-U.S. equivalents of 13-F, form ADV, fund annual reports, and prospectus.
While networking and relationship-building tips are universal, just be aware the diligence skills do not apply to your non-U.S. searches.
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No, this course is most useful for those pursuing a career at a U.S. single-manager hedge fund (SM HF) and/or a long-only mutual fund / hedge fund (LO).
For those interested in multi-managers, you need to get yourself in front of business development people who are the in-house recruiters / HRs who are actively sourcing talents.
However, if you want to keep your option open with SM HF and LOs, you should invest in the course.