What is your favorite part of your role? What are some of the top skills you have been able to develop at the firm
It’s hard to pick just one but I think it boils down to the dynamism and relationship aspect of the role. One thing that I think people don’t always appreciate is that the best equity researchers aren’t just heads down in Excel, but they are also great communicators and have great relationships.
Of course, having differentiated analysis is imperative – but communicating that message effectively and debating with investors, industry experts, and companies is essential as well (and also fun). It’s that continuous dialogue, sharing of ideas and feedback loop that I love the most.
I’ve been developing a variety of skills, such as financial modeling and analysis, as well as writing and communicating effectively with clients – you really have to have a good handle on all of them to be successful in research.
What makes working at the firm special?
It sounds cliché, but it really is the people. In my eight years of working here, I really haven’t come across anyone who doesn’t come to work every day wanting to do a great job, and that positive energy is contagious.
I’m surrounded by a lot of smart people, so to be able to work with them and hear their views is incredibly helpful, especially within a sector like Leisure which can’t really be viewed in isolation.
Are you involved in any initiatives or programs at the firm?
Absolutely – I’m co-chief operating officer of the GIR Women’s Network. This year, I am also co-sponsoring the Emerging Talent program in GIR, which is designed to provide new analysts with all the tools needed to be great in their roles. I have been lucky enough to have many great mentors, so paying it forward is important to me.
What do you like to do when you’re not at work?
The best part of covering a tangible sector is experiencing the product! I love to travel and am no stranger to theme parks and cruises. I’d certainly never base an investment case on anecdotal evidence, but getting to experience the companies in real life is definitely a bonus.
Source: goldmansachs.com
