You're a serious buy-side analyst. Getting to the next level takes more than pure hard work.
Career strategy, mentoring, and practical guidance for buy-side investment analysts — from someone who's been inside the firms you work at.
Most investment analysts are technically strong. But the path forward — to a bigger role, a seat at the PM table, or simply more clarity about where you're headed — is rarely obvious. Firms don't teach this. Mentors are hard to find. And most career advice doesn't account for the specific culture and politics of institutional investment management.
That's the gap this site is built to close.
Ask the Mentor
Get direct answers to your toughest career questions — promotions, performance, managing up, navigating politics — powered by AI trained on 25 years of buy-side experience.
Book a Strategy Session
A focused 90-minute conversation to assess where you are, identify your highest-leverage career moves, and build a clear action plan you can implement immediately.
Career Success Masterclass
A free four-part video series covering the career advancement model used by analysts who reached partnership, PM, and CIO roles.
Watch now
About Juan Juan C. Espinoza spent 25 years as an investment analyst and portfolio manager at Wellington Management, Oaktree Capital, Prudential Investments, and First Manhattan. He holds an MBA from Harvard Business School. He’s now a private investor and also works with early-to-mid career buy-side analysts who are serious about building a long-term career in investment management.