| Topic Name: |
Investment Mgmt vs Investment Advisor vs Financial Planner |
| Message Name: |
Questions... |
| Date Posted: |
11/18/2004 |
| In Reply To: |
I'm Mike27 as well. I guess it has me logged in as a different name on different computers.
Yes, an analyst's job is mostly research. I get information from the financial statements, conference calls, sell side reports, etc. There are times when you visit what your researching to get a first hand look at something but I wouldn't describe my job as involving "lots of travel" (this might vary though).
Sell side research is similar. At the end of researching something I recommend a course of action to a Portfolio Manager while on the sell side they publish a report and/or express their view to other business units (bankers, traders, etc) at the bank.
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| Message: |
When your doing research, is it focused on certain sectors(industries) or is it all over the place? Are equities and fixed income researched by seperate divisions? How are most firms like?
It seems that most of the hard work is done by analysts while the portfolio manager just sits and selects the securities recommended? (probably more complicated than this)
Thanks
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