A Day in the Life of a Research Analyst

A Day in the Life of a Research Analyst

In this video, January Carmalt shares some words of advice she learned from a career as a sell-side analyst working for banks and other financial institutions.
Overview

At its essence a research analyst’s job is to cut through the volatility, rather than be swept along with the tide, and critically examine the underlying fundamentals of a given enterprise, economy or asset class. Markets often succumb to sentiment over reason for technical, rather than fundamental reasons, overshooting one way or the other and it’s the analyst’s job to determine what is reasonable versus irrational. A good research analyst is always proactive, less reactive, forecasting and predicting with the knowledge at hand. It’s about reading a situation before it becomes a situation and communicating one’s ideas to clients -- be they the traders, sales, capital markets or investors in a way that creates as much noise as the market, and in those rare, coveted cases even move it.

Key learning objectives:

  • What does a typical day as a credit analyst look like?

  • How can an analyst not carve a niche in their field?

  • Why is it important to be proactive, rather than reactive?

Join now to watch

This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.

Summary
logo-animationlogo-animationlogo-animation
Expert
January Carmalt

January Carmalt

January began her career in 1999 with Bank of America in Charlotte, NC. From the Credit Products team, she moved into fixed income bond research covering Telecoms and Financials. While in London, January focused on financial institutions bond research until her Director and head bond analyst role at Deutsche Bank. As of 2011, January has worked as a freelance writer.

Related videos

Join now to watch

This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.