Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

New York: McGrawHill, 2011. — 223 p.Most equity research analysts learn their trade on the job by apprenticing under a s

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Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

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PART 1 MASTERING ORGANIZATION AND INTERP ERSONAL SKILLS

W

hen I was designing a global training program for research ana­ lrsts and associates of a large Wall Street inn, 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 deicits, speciically 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 beneits of sell-side relationships



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