How to Break Into the Buy Side From a Non-Target | Stephen Parlett | FIRE Podcast

Описание: Disclaimer:
The views, thoughts, and opinions expressed in this podcast belong solely to the student hosts and guests and do not necessarily reflect those of Saint Mary’s College of California, the School of Economics and Business Administration, or its faculty and staff. This content is provided for informational and educational purposes only and should not be construed as financial, investment, legal, or professional advice. Listeners should conduct their own research or consult a qualified professional before making financial decisions.

Welcome back to this week’s episode of the FIRE Podcast, where Finance, Investments, and Real Estate meet education and access.

In this episode, we’re joined by Stephen Parlett, Partner & Chief Investment Officer at Bezant Technologies and former Partner/Director/Portfolio Manager at Citadel, where he spent more than a decade hiring analysts, running teams, and managing risk in one of the most demanding environments in global finance. Stephen is also a CFA charterholder, FinTech advisor, board member of Students Rising Above, and a professor who has taught investments at Saint Mary’s.

We cover:
Breaking into finance from a non-target and “getting in through the side door”
What actually matters on the buy side: models, discipline, and attention to detail
How great analysts earn trust (and what separates pros from amateurs under pressure)
Building a reputation with management teams and why hedge fund brand names can work against you
The “80/20” approach to research: finding what truly moves earnings and estimates
A hard lesson from a short that went wrong and what it changed about his process
Where AI and data analytics can help (and what it won’t replace)
Avoiding burnout in high-pressure finance roles
Advice for students today: how to “do the job before you have the job”

Guest: Stephen Parlett
Hosts: Slater Stelling & David Hinderliter
Program: SMC FIRE Podcast (Saint Mary’s College of California)