Copied this from a DOR at a bulge. The different types of sell-side analysts, it was apparent from my time in the sell-side. Certainly some analysts have a combination of these three but the best fall in one of these categories of where they add value. Most people think of sell-side analysts as the Analyst-analyst, but I think the networking and marketing analysts have the most staying power in the industry because they tend to have more success in II.
+ Analyst-Analysts: Analyst-Analysts drive value through exceptional domain expertise and deep fundamental analysis. Some of the longest hours are worked by this group. One of those Analysts was quoted by President Biden based on her work on the impact of the Inflation Reduction Act.
+ Networking Analysts: Networking Analysts build large industry-focused distribution lists, with total contacts often in the thousands. As those industry contacts sometimes respond to Research reports with local insights, those Analysts are often at the very cutting edge of industry news. The network also provides a powerful information network to tap when needed. One of these Analysts is currently top ranked in two sectors.
+ Marketing Analysts: Marketing Analysts are experts at understanding client needs and meeting those needs with short, timely data points and events. Some of the most charismatic of Analysts fit into this category... and one is currently top 3 ranked in two sectors.
Based on the highest ranked content on WSO, here are the different types of sell-side analysts:
Analyst-Analysts:
Networking Analysts:
Marketing Analysts:
These categories highlight the diverse skill sets and approaches that sell-side analysts can take to add value and succeed in the industry.
Sources: Choosing Between Buy Side vs Sell Side in Equity Research?, What would you like to know about Equity Sales / Research?, Institutional Sales Analyst Job Description and Overview, Observations of an Equity Research Associate, Overview of the Equity research Industry
Care to say who these analysts are in the first two bullets
think its the climate analysis linked in this article https://www.politico.com/news/2023/08/16/democrats-climate-law-listicle…
I think for the second it's Greg Badishkanian given he's been top-ranked in multiple consumer sectors and that's their model
This is a repost from the last CS DoR, who gave me my start in the business. Not that CS was his only stop, but since it was his last ~6 years in the business it's a safe bet he's talking about CS alums.
This climate analysis, analyst is Betty Jiang.
Believe the networking analysts he's referring to are in payments or tech hardware but there are at least 3-4 analysts that fit the bill. This was a big part of the CS strategy, which was very effective in my team's experience. Middle managers, specialized consultants, and vendors don't get to see 'the street' much and are very happy to hear the 10,000-foot view on the sector, and will tell you interesting and useful things once every year or two in return for you sending them ~1-2 notes a month. If you have 500-1000 of them on your list, you get a lot of unique idiosyncratic tidbits that way, and nobody but ER is well placed to form this kind of connectivity.
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