We like to categorize things.
The buy-side… the sell-side… fixed income vs. equities…
But sometimes there are roles that don’t quite fit into a pre-defined category.
One example is institutional sales at an independent research firm.
It’s not quite “equity research” because you’re not doing much modeling or report writing, though you do speak with the buy-side.
But it’s not “buy-side research” because it’s a sales role, and you’ll be spending far more time on the phone than you will in Excel.
So if you’re interested in those areas – sales, research, and the buy-side – it might just be the perfect role for you.
Here’s how our interviewee got into the industry and performs well while working far less than he would in a traditional finance role:
Getting Into Sales After Trying Everything Else First