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  • Best Practices For Equity Research Analysts

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    Elvira Duran Martinez
    913 Ansichten223 Seiten
    The document discusses designing a global training program for research analysts and associates at a large Wall Street firm. While technical skills like forecast modeling and valuation were identified, there were also clear deficits in important non-technical areas such as selecting optimal stock universes, time management, influencing skills, managing information flow, and maximizing benefits from sell-side relationships.

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    best practices for equity research analysis

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    Best Practices for Equity Research Analysts

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    The document discusses designing a global training program for research analysts and associates at a large Wall Street firm. While technical skills like forecast modeling and valuation were identified, there were also clear deficits in important non-technical areas such as selecting optimal stock universes, time management, influencing skills, managing information flow, and maximizing benefits from sell-side relationships.

    Copyright:

    © All Rights Reserved
    Als PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    913 Ansichten223 Seiten

    Best Practices For Equity Research Analysts

    Hochgeladen von

    Elvira Duran Martinez
    The document discusses designing a global training program for research analysts and associates at a large Wall Street firm. While technical skills like forecast modeling and valuation were identified, there were also clear deficits in important non-technical areas such as selecting optimal stock universes, time management, influencing skills, managing information flow, and maximizing benefits from sell-side relationships.

    Copyright:

    © All Rights Reserved
    Als PDF, TXT herunterladen oder online auf Scribd lesen
    Markieren Sie unangemessene Inhalte
    von 223

    PART 1

    MASTERING
    ORGANIZATION AND
    INTERP ERSONAL
    SKILLS

    hen I was designing a global training program for research ana­


    W lrsts and associates of a large Wall Street finn, it was relatively
    easy to identi�' the required technical skills and knowledge for the job,
    such as creating forecast models and conducting thoughtful valuation.
    But after all of this was cataloged, there were clear deficits, specifically
    in important nontechnical areas such as the following:

    • Selecting the optimal universe of stocks

    • Time management

    Influencing skills

    Managing information flow

    Buy-side only: maximizing the benefits of sell-side


    relationships

    • 15 •

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