Flexible and customised offering
Each sell side research firm has different requirements when it comes to training their analysts in accordance with their own approach and culture.
We have designed our material to be compatible with most research house standards.
We aim to find out about your needs and put together a program that would further your objectives.
This includes helping to 1) make analysts more productive, and 2) get objectives met with regards to upcoming regulations such as MiFID II.
The number of desired modules, follow-up classes, mentoring sessions and presentations to direct managers is discussed on a case by case basis with each of our clients.
We aim to improve and even transform the way analysts currently work so that they really focus on productivity, efficiency and producing value-added research.
By the end of the program, analysts should be able to contribute to their research departments’ revenues more quickly.
They should be much further along the path of being able to build their own models, construct a solid investment case, initiate on their own companies with an impactful report, cover their own stocks, deliver a strong pitch to sales, and bring in recognition and/or revenue from clients.
Analysts should also have a better understanding of their career path and goals. They should be able to prioritise their tasks better, allocate their time more efficiently and focus on what is really essential for the job.