Research Analysis theme

Research Analysis

Harnessing your analysis skills

Within the investment industry, research analysis forms the basis of both credit and equity analysis roles. Collecting data about investable companies, analysing the material, and building earnings models to conduct valuations is essential in making recommendations to portfolio managers and/or clients through evaluation reports and presentations. 

Here we look at how you can optimise your analytical skills by looking at analysing bonds and risk, as well as assessing how investment performance or management performance can deliver results.

Video

22.01.25

Research analysis skills pathway: data visualisation

The data you have is only as useful as how you present it - learn how in the first module of our research analysis skills pathway.

Video

12.02.25

Research analysis skills pathway: how to present a stock idea effectively

How you pitch a stock can be just as important for your career as how it performs - learn why in the second module of our research analysis skills pathway.

Video

26.02.25

Research analysis skills pathway: how to initiate on a stock

What are the challenges of initiating new stock ideas? Find out in the final part of our Research Analysis skills pathway.

Video

29.01.25

Checking and reviewing a financial model

Get a total overview of the common errors in financial models, how to spot them, and how to fix them so that they generate the value you need

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