Pathway to Success

AnalystSolutions’s offerings are designed and delivered with one goal in mine: to help analysts master the 8 core competencies and 5 key skills of successful analysts.

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Pathway to Success
Generate Informed Insights
Generate Informed Insights - Distill
Generate Informed Insights - Obtain
Accurately Forecast
Accurately Forecast - Forecast
Accurately Forecast - Compare
Make Accurate Stock Recommendation
Make Accurate Stock Recommendation - Value
Make Accurate Stock Recommendation - Predict
Make Accurate Stock Recommendation - Recommend
Make Accurate Stock Recommendation - Review
Motivate Others to Act
Aquire Buy Side Votes
Foundational Concepts
Time and Resources
Interpersonal Skills
Cultivate Insights
Accurately Forecast
Generate Alpha
Effective Communication
Market to Clients

Return to Both Frameworks

Levels of Mastery

  • Typically mastered when an analyst...
    • Novice

      Leverages technology to efficiently analyze data

      Understands financial theories to assess risk and return

    • Apprentice

      Monitors and utilizes macro-economic indicators to improve alpha generation

    • Journeyman

      Utilizes forensic accounting techniques to identify anomalies that could help generate alpha

    • Master

      Utilizes statistics to improve alpha generation

    • Novice

      Prioritizes time to focus on individual and firm-wide professional goals

      Utilizes techniques and strategies to proactively reduce time wasters and distractions

    • Apprentice

      Devotes time to a topic comparative to its alpha-generating potential for the assigned stock or universe of stocks.

    • Journeyman

      Utilizes tools and methods to minimize time required to obtain insightful information

      Continues proactive research efforts even when not in the office (e.g. commuting and traveling)

    • Master

      For analysts who lead teams:

      Sets recruiting standards and processes that yield the strongest candidates

      Trains and develops team members to reach their maximum potential

      Effective at automating, delegating, and out-sourcing low-valued activities

    • Novice

      Follows ethical standards defined by firm, CFA Institute, and local regulatory body

      Communicates in an organized manner that can be followed by others

    • Apprentice

      Identifies and reports potential ethical dilemmas before they become problematic

      Helps colleagues in area of expertise even when it doesn’t benefit self

    • Journeyman

      Utilizes good listening skills to obtain information

    • Master

      Reads body language to detect deception

      Influences others to accumulate insights and get heard

    • Novice

      Quickly identifies most salient information and spots anomalies from documents, presentations, conversations, tables, and charts

    • Apprentice

      Seeks unique insights or perspectives not held by the broad market

      Implements processes to verify information accurately

    • Journeyman

      Identifies 2-4 most critical factors for each stock

      Models financial statements in a manner to find unique insights

      Proactively reaches out to unique information sources to obtain new insights

    • Master

      Continually builds and cultivates network of unique information sources

      Leads interviews in a manner that yields new investment-significant insights

    • Novice

      For out-of-consensus ideas, identifies the catalyst(s) most likely to bring the consensus view closer to the analyst’s

    • Apprentice

      Knows profiles of stock’s largest owners

      Identifies when forecast differs materially from consensus, and can explain the reason for the difference

    • Journeyman

      Utilizes out-of-consensus view to create price targets more accurate than consensus

      Understands and avoids the most common psychological pitfalls that impact investors

    • Master

      Leverages technical analysis to enhance fundamental analysis

      Utilizes unique price targets and understanding of market psychology to generate alpha

    • Novice

      Research to be communicated is expectational, novel, thorough, examinable, and revealing (ENTER™)

      Opinion is not misrepresented as fact

    • Apprentice

      Verbal and written communication demonstrate analyst is aware of risks, including issues that could go wrong

    • Journeyman

      Stock-related communications are conclusion-oriented, appealing, stock-oriented, concise, aware, data-driven, and easy-to-understand (CASCADE™)

    • Master

      Considered a highly-effective speaker when communicating stock calls

    • Novice

      Aware of buy-side needs not being met by other sell-side analysts

      Leverages institutional sales force to distribute new research insights to clients

    • Apprentice

      Matches time spent with client in proportion to fees client pays to firm

      Provide clients access to information sources that help to better identify opportunities and risks

    • Journeyman

      Develops new or stronger relationships with profitable clients when they do not exist

      Proactively and systematically interacts with priority clients to maximize profitability

    • Master

      Creates product that is highly valued by clients

      Dedicates outgoing client call time primarily to share alpha-generating ideas

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We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles: 

  • Manager of buy-side or sell-side analysts (DOR or PM)
  • CFA Society leader responsible for programming
  • Professor teaching students pursuing careers in equity research

You will receive:

  1. Free GAMMA PI™ assessment
  2. Free access to our presentation "Are You a Great Analyst?"
  3. Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
  4. Sample chapter of Best Practices for Equity Research Analysts

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