{"id":2896,"date":"2026-05-22T17:45:10","date_gmt":"2026-05-22T17:45:10","guid":{"rendered":"https:\/\/business.cornell.edu\/centers\/?page_id=2896"},"modified":"2026-07-07T17:53:22","modified_gmt":"2026-07-07T17:53:22","slug":"first-year-training-in-investment-research","status":"publish","type":"page","link":"https:\/\/business.cornell.edu\/centers\/parker\/first-year-training-in-investment-research\/","title":{"rendered":"First-year training in investment research"},"content":{"rendered":"\n<\/head>
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We offer a variety of training programs in investment research for first-year students. Please see below for all program details. If you have any questions, please email the Parker Center<\/a>.<\/p>\n\n<\/div>\n<\/div>\n\n\n

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\n \n \n Summer self-study equity research prep\n <\/span>\n <\/summary>\n
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Materials provided upon request during the summer prior to the start of graduate studies.<\/strong><\/p>\n

The Parker Center offers two different prep programs for students who are interested in equity research to pursue during the summer. Most of the program is self-study, but feedback on deliverables is provided.<\/p>\n

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  1. SHORT: learn about the fundamental equity research process. This program explains the industry review and stock report processes and provides sufficient background to interpret Street research reports.  It is appropriate for students who want to learn about equity research but not conduct their own research at this time.  It is very helpful for the interview process but may not be sufficient for all interviews.  Membership in the Investment Management Club will help you advance further.  TIME: 30+ hours<\/li>\n
  2. TRAINED: learn the fundamental research process AND conduct own work. This program is more time consuming but guides students to pursue their own research using primary sources.  It is appropriate for students who have time to learn how to conduct fundamental research, want to develop their own insights and recommendations, and be fully prepared to conduct new research on their own or in a new job. Students can continue their training in the fall in the Investment Management Club. While time consuming, students who have completed this process have used it to land summer internships.  TIME: 70+ hours<\/li>\n<\/ol>\n

    Most of this material was sourced from a course in equity research taught by faculty. As a result, reference will be made to features\/assignments that aren’t part of this prep program. Several of the tools mentioned in lectures, such as Capital IQ, will be made available when students arrive on campus.<\/p>\n

    As a supplement, a reading list was prepared by Johnson second year MBA students.   <\/em><\/p>\n\n <\/div>\n<\/details>\n

    \n \n \n Stock pitch camp\n <\/span>\n <\/summary>\n
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    Evening Fundamental Investment Research Seminar<\/h4>\n

    Hosted end of August in Sage Hall each year.
    \nGoals:<\/p>\n

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    1. Learn basics of fundamental research<\/li>\n
    2. Begin to prepare a draft one-page report<\/li>\n
    3. Discuss next steps for learning more about fundamental research and careers in investment management<\/li>\n<\/ol>\n

      Instructor leads a discussion on key steps for conducting proprietary, fundamental research using primary sources and preparing written recommendations<\/p>\n

      Students spend much of the evening session conducting research using online sources under the guidance of the instructor<\/p>\n

      Organized jointly by the Parker Center for Investment Research and the Investment Management Club<\/p>\n

      Led by Scott Stewart<\/a>, a member of the Johnson Finance and Accounting faculties.<\/p>\n\n\n <\/div>\n<\/details>\n

      \n \n \n Software training series\n <\/span>\n <\/summary>\n
      \n \n

      Annual webinar hosted on the first Friday in September<\/h4>\n

      Knowing how to use best-in-class software tools can provide a competitive advantage to students in the investment management job search process. Johnson School students have a unique advantage in that they have access to a range of analytical tools, including FactSet, Capital IQ, Bloomberg, Morningstar, Zacks Investment Research and Advantage Data, that rival the best of what investment professionals use, in the state-of-the-art Parker Center trading room.<\/p>\n

      Students are encouraged to sign up for the training series on the use of these tools. Additional training sessions can be arranged upon request. For more information, contact Emily Ravet<\/a>.<\/p>\n\n\n <\/div>\n<\/details>\n

      \n \n \n Financial modeling session\n <\/span>\n <\/summary>\n
      \n

      Annual event hosted mid-September in Sage Hall<\/h4>\n

      Investment research analysts study company financial statements to understand how businesses generate earnings, and they model earnings into the future to understand how their assumptions could impact stock prices.<\/p>\n

      This workshop provides an introduction to financial accounting and earnings modeling to students interested in preparing stock reports and pitches. It is designed to help students learn key components of income statements, how earnings are impacted by sales revenues and margins, and how to use financial modeling skills in stock research. It will also introduce basic techniques for valuing stocks, including a discussion of direct and relative valuation methods.<\/p>\n

      No prerequisites. The session includes hands-on activities so participants should bring laptop computers.<\/p>\n\n <\/div>\n<\/details>\n

      \n \n \n September research & pitch mentoring\n <\/span>\n <\/summary>\n
      \n

      “The Pitch” is an annual event hosted at the end of September in Sage Hall.<\/h4>\n

      The Stock Pitch\/Mentor Weekend, held in late September, is designed to support students in developing 5-minute stock pitches and detailed one-pagers. Students conduct preliminary research before the weekend, drawing on what they learned from working with their alumni mentors, the June-August summer prep program, and the September stock pitch camp.<\/p>\n

      Note: Johnson School MBA Students will be given priority, but there should be room for students from the broader Cornell community.<\/p>\n\n <\/div>\n<\/details>\n

      \n \n \n First-year sector analysts\n <\/span>\n <\/summary>\n
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      In early October, students may apply for participation as First Year Cayuga Fund Analysts.<\/p>\n

      Read more about the analyst program<\/a><\/p>\n\n\n <\/div>\n<\/details>\n

      \n \n \n Investment management club (IMC)\n <\/span>\n <\/summary>\n
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      Joining the IMC is a must for students interested in pursuing investment research careers on the buyside or sellside, sales, trading, or private wealth management.<\/p>\n

      Visit IMC’s Campus Group Page<\/a><\/p>\n\n\n <\/div>\n<\/details>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n<\/body><\/html>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":48,"featured_media":0,"parent":2078,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"leadership":[],"class_list":["post-2896","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nFirst-year training in investment research - Cornell College of Business<\/title>\n<meta name=\"description\" content=\"We offer a variety of training programs in investment research for first-year students. Please see below for all program details. 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