Landing a job as an investment analyst (Eng) - TMS Consulting
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Sharing at SHU MBA program: Sharing at SHU MBA program: Joining the broking industry as a Joining the broking industry as a research analyst research analyst 周子诺 周子诺 Philip Chow Philip Chow [email protected] [email protected] http://t.qq.com/tmsphilipchow http://t.qq.com/tmsphilipchow tmsphilipchow.blogspot.hk tmsphilipchow.blogspot.hk
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Transcript of Landing a job as an investment analyst (Eng) - TMS Consulting
Sharing at SHU MBA program: Sharing at SHU MBA program: Joining the broking industry as a Joining the broking industry as a research analystresearch analyst
周子诺周子诺 Philip ChowPhilip [email protected]@gmail.comhttp://t.qq.com/tmsphilipchowhttp://t.qq.com/tmsphilipchowtmsphilipchow.blogspot.hktmsphilipchow.blogspot.hk
A little bit about myselfA little bit about myself……
His professionHis profession ？？ An analyst…An analyst…His “product”His “product” ？？ Investment adviseInvestment advise……
How do I get hiredHow do I get hired ？？Description from 51job.com1、 Publish industry commentaries, thematic
in-depth research reports and regular company updates…construct/improvise industry database…track sector/company business performance
2、 Build/improvise company financial models based on industry research views
3、 Build relationships with institutional clients and offer investment advise
Is this really a complete job description?
NNot reallyot really……My scorecard during my analyst days
20%
20%
40% ExternalClients
1) Client evaluation (70%)2) Public awards (30%)
InternalClients
Stockpicking Returns on investment recommendations
20% Profitability 1) Team commission growth2) Cost-income ratio
1) 360 evaluation by superiors, colleagues and subordinates (50%) ;
2) Roadshows (25%)3) Internal contribution valve (25%)
Client relationship skills
PR skills
Teamwork
Businessmanagement
Investment analysis
SummarySummary “Technical” stockpicking ability is only 20% of your
evaluation!Reports, databases and financial models are only
means to an endCore competencies can come from non-finance
experiences◦ Client management, PR skills, teamwork, business
development “Job descriptions” did not paint a complete pictureKnow your industry’s business model!◦ E.g. Brokers are driven by customer service and commissions
Other topics I talk about…Other topics I talk about…Capital raising – China and overseasBest investor relations practicesCyclical industry analysisHow corporate finance impacts HR
