Interested in one-on-one coaching? Schedule a phone call to speak with us to see if it's right for you.
One-on-one coaching
Performance improvement needs are unique to each individual. Some analysts prefer to learn one-on-one rather than in a group setting. One-on-one coaching reduces the time to master the new skill and ensures concepts are directly applied to that analyst’s specific professional needs.
James J. Valentine, CFA
About The Coach
As an analyst, the major North American investor polls ranked Valentine among the top three for 10 consecutive years in his sector. Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. At the height of a highly-successful career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley’s Global Research department.
Our coaching helps analysts in these three primary areas:
- Establishing new behaviors (such as taking steps to be more thorough and focused when researching a stock and communicating more effectively)
- Developing new skills (such as better identifying the factors most likely to move a stock)
- Increasing self-awareness of one’s areas for development (such as the cause of failed stock calls)
Are you ready to take your analyst career to the next level?
Schedule a consultation with us to learn if one-on-one coaching is right for you.
Let us know your interests
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Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Evalulate our tools for free
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
- Manager of buy-side or sell-side analysts (DOR or PM)
- CFA Society leader responsible for programming
- Professor teaching students pursuing careers in equity research
You will receive:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- Sample chapter of Best Practices for Equity Research Analysts
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
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Try 2 of the 15 GAMMA PI™ Modules for Free
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).
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Schedule a FREE Consultation
Please answer these questions to help James Valentine prepare for your call (he will keep your responses confidential)
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Take Our Free Quiz
You will be directed to our 20-question quiz to determine if you possess the skills of a seasoned equity research analyst. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions):
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We will attempt to reply to you within one business day based upon the responses to our questions below.