两年前，当尼古拉斯德德德不得不做出选择时，有一会儿。他在桑福德C.Bernstein＆Co.Craig Moffett的电缆，卫星和电信股权研究团队中花了五年，他与之合作的高级分析师 - 谁曾被投票给了全美研究团队14次，包括八个部门顶级出场 - 正在离开自己的公司。
“When I thought about my future, I had sort of maxed out at Bernstein. They tend to bring in a lot of outside experts to be the senior analysts,” explains Del Deo, 36. “When Craig told me he was leaving, the decision would have been either continue to work with him or find a job at another shop. Craig always wanted me to cover my own stocks, so it seemed a logical choice to stay with a great group of people and get my own coverage.”
2014年9月，新公司成立后一年多一点，Del Deo于代表Moffettnathanson开始报告电信服务提供商。金钱经理对他的工作留下了深刻的印象，他们认为他是华尔街研究的一个崛起。
Each year when亚博赞助欧冠asks buy-siders to tell us which equity analysts deserve to be tapped for the All-America Research Team, we also ask them to identify the up-and-comers — analysts who have been publishing research for less than three years who seem destined for greater glory. We tabulate the votes and declare these analysts the Rising Stars of Wall Street Research.
加拿大皇家银行资本市场数量翻了一倍of analysts who earn a place on the roster, from five to nine, and in so doing leaps two notches to capture top honors for the first time. Its ascension bumps last year’s winners, Credit Suisse and Morgan Stanley, down to second and third place, respectively, with seven and five Rising Stars. A total of50 analystsfrom23家公司make the grade this year.
These results reflect the opinions of 675 individuals at nearly 370 firms that collectively manage an estimated $5.9 trillion in U.S. equities.
Del Deo从助理到高级分析师的道路强调了，为了保留人才，研究部门必须确保该公司促销的可见路径。
“When we’re looking to find great up-and-coming talent, our view has been that if we’re hiring and developing and mentoring and sponsoring the right associates, we should have the pool completely filled for our next generation,” reports Marc Harris, head of global research at RBC.
透明度水平至关重要。“我们的优势 - 也许是我们的成功 - 一直在围绕着谈论很多，非常公开地谈论赞助和指导和发展的文化，倾听，”他补充道。亚慱体育app怎么下载“这包括对我们如何做得更好的自我关键，他们需要什么培训，我们如何在提供促销周期和标题和赔偿上提供清晰度的更好工作。”
David Adelman，Morgan Stanley为美洲的股权研究总监，表示未能从内部推广发送错误的信息。“我们有一些竞争对手从公司外面雇用。我认为这可能对部门内的伙伴们来说是非常沮丧的。“前烟草分析师 - 阿德尔曼每年从1997年至2014年制作全美研究团队，并在其上衔接Hall of Fame2012年 - 指出，他始于直接从商学院直接担任公司的助理，他是他的前两个初级分析师，Vincent Andrews III(currently celebrating his third year in second place in Chemicals) and Matthew Grainger (a Rising Star in Food from 2012 through 2014) are now senior researchers at Morgan Stanley.
Del Deo，武装宾夕法尼亚大学的两个学士学位 - 一个经济学中的一个，另一个在金融和会计中 - 在亚瑟安德森进行了一篇简短的结构，然后在搬到卖局之前在两个对冲基金上花了六年。他的最佳建议之一是Cogent Communications Holdings，这是一家基于华盛顿的互联网服务提供商，这些提供者遭受贫困财务表现和情绪抑郁情绪。
“我不认为商业模式被破坏了，我认为很多这些问题都会得到解决，”纽约总部分析师争辩。“鉴于模型中的运营杠杆，如果这些问题得到解决，我认为股票将表现得非常好。”
研究董事中促进了一个关键，促进了与合适的高级分析师的员工匹配。“There’s an apprenticeship element to the sell-side equity research profession, and irrespective of departmentwide efforts, it has been, is and always will be a case that the most important mentorship and training is the daily engagement and interaction between the lead analyst and her or his associate,” Adelman explains.
保罗·马特里斯 - 生物技术/中小帽的一个冉冉升起的明星 - 无疑会同意。由于2012年接受了作为赛埃尔对党伙伴的研究助理，他充分利用他被分配给他的退伍军人研究员。Joseph Schwartz是“一个伟大的导师”，热爱这位26岁的人，他们从波士顿那里工作。“他肯定给了我很多机会与公司和客户互动。当我被推广[向高级分析师]时，我已经有了一个不错的经验，所以它不像有一天，我每天坐在一张桌子后面，突然被允许与客户互动。“
Matteis于2011年从纽约滑雪道学院获得了学士学位，然后在波士顿的布里格姆和女子医院致力于驾驶赛跑，在漫步程度上短暂地工作。去年，他说服了他的部门，让他覆盖了施瓦茨的股票之一，知道它可能导致更大的机会。“在初级角色的人中有一种看法，如果你努力工作，你就会充满热情，你继续学习，这家公司不会犹豫不决，给你一个机会，”他说。在他的案件中肯定是真实的;他于4月成为一名独立的分析师。
One of his favorite stocks is Neurocrine Biosciences. The San Diego–based biopharmaceuticals concern has a breakthrough therapy drug that’s in Phase 3 trials for a neurological disorder called tardive dyskinesia, as well as a partnership with Chicago’s AbbVie for elagolix, a treatment for endometriosis and uterine fibroids. Neurocrine “is a company with a collection of late-stage catalysts that I’m personally positively biased on,” Matteis declares.
研究董事如何了解员工准备促销时？他们说有几个指标。
“One is having a high level of competence in all of the important elements of being a research analyst, so they’re effective at modeling, they have good judgment, they write well and are very competent in engaging with clients and responding to the whole panoply of issues that our clients and sales force are asking about,” says Morgan Stanley’s Adelman. “The second element is having the support and recognition of our specialty salespeople, generalist salespeople and clients, where the salespeople and clients are almost indifferent to whether they engage with that person instead of the lead analyst, because they’re confident in the information and analysis that’s being provided.”
另一个关键因素是“有一个分析师愿意以自我牺牲的方式加强和说，我的员工已经准备好了下一步，”RBC的哈里斯说明了。“分析师日复一日地与他们一起工作。他们知道原始人才。他们在手机上看到了销售队伍。他们在带客户端的手机上看到它们。“
Indeed, J.P. Morgan’s Jessica Fye, also a Rising Star in the Biotechnology/Mid- & Small-Cap sector, credits Christopher Schott for being “supersupportive” when her chance to become a senior analyst opened up in 2014, “even though I’d been working with him for eight years.”
肖特，全美研究团队的12次成员（他今年第2次Pharmaceuticals/Majorand No. 3 in药品/专业), hired Fye as an associate for his pharmaceuticals team at Banc of America Securities in 2006. Two years later she moved with him to J.P. Morgan. There she found “a lot of encouragement for me to take on more and prepare myself to be in a position to step into a senior analyst role, should the opportunity present itself,” the New York–based analyst says. “It gave me confidence that, if I performed, a path to promotion was going to be there.”
Fye, 32, received a bachelor’s degree in business economics from Rhode Island’s Brown University then spent a year as a analyst at a small asset management firm before shifting to the sell side. She is a proponent of Ireland’s Jazz Pharmaceuticals, deeming it a “healthy organic growth story trading at a slight discount to its peer group with minimal leverage, which gives them the ability to layer on value-enhancing business developments.” Also recommended: Chimerix. The Durham, North Carolina–based biopharmaceuticals outfit has a drug, brincidofovir, that aims to prevent cytomegalovirus infection in stem cell transplant patients. It is in a Phase 3 study that has a high probability of success, with data expected in January, she says.
瑞士信贷(Credit Suisse)的Vamil沙发,在Phar一颗冉冉升起的明星maceuticals/Major, was tapped to cover the sector after Catherine Arnold, the analyst he had supported for six years (and a member of the All-America Research Team from 2008 through 2010), left for the buy side in 2013.
“在43岁的观察中，我们在在这里越来越多的人才，我们亚慱体育app怎么下载确实有一个非常强烈的文化。“After I’d done the associate role for a few years and got encouraged by the more senior people at the firm that I could do a good job as a senior analyst, that I had what it takes, I thought I would give it a shot.”
Divan has unique credentials. He holds not only a bachelor’s degree in health care administration and policy from the University of Pennsylvania, but also a medical degree from the State University of New York at Buffalo. He completed a residency in internal medicine at New York’s Mount Sinai Hospital then practiced for a year before pursuing a career in the pharmaceuticals industry. He worked at Roche Holding for two years then Pfizer for three.
接下来，他在纽约大学的斯特恩商学院赢得了一个MBA，在学习的最后一年加入瑞士信贷。
分析师目前的最爱之一是纽约的布里斯托尔 - 迈尔斯斯旺巴有限公司“他们在肿瘤学中做的是非常令人兴奋的东西，”苏丹说，他总部位于纽约。“我看到他们在近期定位很好，他们的产品如[癌症治疗] Opdivo进入市场，也是[期望]持续进步与他们的广泛和深刻的免疫肿瘤管道驾驶长期上行。”
Stifel is another firm that “takes a lot of pride in giving associates who have proven themselves the opportunity to become lead analysts,” according to Joseph DeNardi, a Rising Star in Airlines. He should know — he has worked at the firm since graduating from Virginia’s College of William and Mary with a bachelor’s degree in economics in 2007.
DeNardi, 33, spent five years on Troy Lahr’s aerospace and defense team then a year with the firm’s government services analyst, William Loomis, before he got his chance to become the senior airlines analyst in February 2014. He added coverage of defense stocks seven months later.
基于巴尔的摩的研究人员已经购买了他覆盖的十个空中航空公司中的六个评级。“长期论文仍然是过去几年发生的整合程度将使行业更加可持续发展，并减少过去经历的周期性，”他断言。“减轻其中一些周期性将使该行业估值更高。目前是航空公司受到治疗 - 从估值的立场 - 作为非常低质量的工业，因此他们以重大折扣折扣为标准普尔。“他目前的最爱是拉斯维加斯和达拉斯西南航空公司的亚洲旅行有限公司
Wesley Golladay is a Rising Star in Gaming & Lodging and, for a second straight year, in REITs. Working out of the Cleveland suburb of Solon, the 39-year-old joined RBC Capital Markets in 2007 as a member of the real estate investment trusts team headed by Richard Moore. In 2012 he began educating himself on the hotels industry so that he could report on lodging REITs. He has been expanding his coverage universe ever since.
Golladay在印第安纳大学河畔河畔河畔河畔河畔河畔河畔河畔融资中拥有学士学位，包括弗吉尼亚州麦克莱尼亚的全球Hilton。
“They are levered to the U.S., and we have a bias toward the domestic market,” he says. “They have almost 80 percent of their [earnings before interest, taxes, depreciation and amortization] coming from the United States.”
还推荐：贝塞斯达，马里兰州的Pebblebrook酒店信赖。“他们很快识别西海岸将有一个更有利的供应需求不平衡，”Golladay解释道。
Working with the same group of people over the years has been a big help, he adds. “We can give each other constructive feedback, and no one takes offense to it,” the analyst maintains. “If someone has an idea and it’s going to be a big call, we can bounce it off each other, and we don’t have any problem pushing back on each other.”
That view underscores a point made by Morgan Stanley’s Adelman regarding internal promotion. “We’re trying as a department to be more collaborative,” he notes. “To be genuinely collaborative, you need a lot of trust and a lot of continuity among people. If you develop people from within, you have a much higher likelihood of success.”