3 Review(s)

Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts by James J. Valentine is a self-help book for equity analysts and researchers just learning the ropes. Equity analysis in today’s market scenarios can be a demanding job, and though the traditional practice is to learn the tricks of the trade by interning or working under a senior analyst, few if any senior analysts have the time to spare to train a new hire. In a cut-throat competitive world, Valentine’s book is a lifesaver. Written from personal experience, the book tells you all you need to about know before taking that first step into the corporate world. The book effectively tackles the five important areas of the equity research analyst's role; from creating and updating financial forecasts to deriving price targets or a range of targets. The book is an invaluable treasure trove of information and tips for both the sell-side, as well as the buy-side analyst. The author, James J. Valentine, is a Chartered Financial Analyst by profession. He has worked as an equity analyst with the top names in Wall Street, namely Morgan Stanley, Salomon Brothers, Smith Barney, and Paine Webber. At Morgan Stanley, he also served as the Associate Director of North American Research as well as Director of Training for the company’s global Research Department. In 2006, Forbes Magazine too lauded him with a similar title. He is also the founder of Analyst Solutions, a career guidance service for equity analysts, which provides best practices, training, and helps in career advancement. Currently, James J. Valentine lives in suburban Connecticut, with his wife and kids.