Managing analysts is a challenge – they are independent by nature and each has unique attributes to be leveraged. Our objective is to help extract the best of these attributes in order to build a deep bench of insightful analysts – we want your team to be in the top quartile among its peers. By implementing best practices, your firm institutionalizes quality, which provides sustainability beyond just a 1-year or 3-year record.
The deep practical equity research background of our team ensures the learner has a meaningful experience, which is critical when taking valuable front-line resources off-line for training and coaching.
To avoid wasting your team’s time, AnalystSolutions has developed a competency framework to aid analysts and their managers in identifying skills that have already been mastered and blind spots that still need to be addressed. For less-experienced analysts, we start by helping reduce the likelihood of committing critical mistakes, while for more experienced analysts, we focus just on their blind spots that need attention.
The matrix divides these 8 primary areas required for success into four levels of competency (Beginner, Junior Practitioner, Practitioner, Master Practitioner).
The 8 Primary AreasUtilizing time effectively Extracting investment-significant information from industry sources, company management and data Identifying the critical factors that move the assigned universe of stocks Identifying when and why consensus is wrong Communicating salient information clearly and succinctly Forecasting an accurate future price range Selecting stocks that maximize alpha generation For Sell-side only: Marketing to increase client votes
AnalystSolutions understands that not all organizations are the same and that there is great benefit from having services customized to their needs. To support this, we can provide our industry best practices as a stand-alone experience or blend it with your firm’s unique philosophy.
Services for institutionsTraining Performance support (helping learners where and when they need it) Consulting One-on-one coaching
We know your unique processes are a competitive advantage which is why we treat them with the strictest of confidence (we have a strict policy prohibiting the re-use of any content developed in conjunction with a client).