What is the first step in the job of a financial analyst?

Take the stock market as an example, some stocks will not have a considerable amplitude for a period of time, and analysts will study its short-term market, so what are the results?

When the buyer of the fixed cooperation puts forward a request, the analyst will conduct long-term follow-up research on the target, and a new team leader like Wang Nuo who wants to come out to "run the business" by himself, without the buyer taking the initiative to come up, he needs to choose the buyer to carry out the strategy.

And being able to select a buyer who needs to face a lot of variables in the short term is really a skill.

One or two stocks? Just kidding, there are two stocks in the ICA heavy position.

Two funds is also nonsense, Huapu has 68 funds here.

No matter how he chooses, Wang Nuo has to face a large amount of information and data, and then pick out a suitable buyer, then carry out a strategy, and finally reach a cooperation.

When you choose the right one, you have the skill.

Thinking of this, Tao Keren couldn't help but silently praise his daughter in his heart: Xiuxiu is still amazing, and he picked out gold from the sand at a glance.

Tao Zhangren drank tea comfortably, sat next to him beautifully, and asked, "What do you think about Huaying 4?"

"If I'm not mistaken, Manager He is clearing the warehouse? Wang Nuo said with a smile.

Huaying 4 Fund is different from ICA Fund, He Qingdong is helping investors make money this year, and he chose to clear some positions at the end of the year, in fact, not only because of his understanding of the market, but also because he wants to make a profit and brush data and appear on some rankings.

However, Wang Nuo has drawn the argument that "heavyweight stocks will rise appropriately in the rest of the year" from the latest direction determined by the honest pen.

Another argument is that He Qingdong doesn't care anyway, even if he cooperates with Wang Nuo, a sell-side analyst, he will still have to clear some positions.

Wang Nuo chose He Qingdong, not because He Qingdong would make a wrong choice, but more because he felt that people like He Qingdong were very willing to admit their mistakes and then ...... When he turns around, he will cooperate with the person who pointed out the mistake, he is not close to people, only looks at strength.

So...... Even if He Qingdong was unwilling to cooperate, wouldn't Wang Nuo's research report be handed over? He still had to brush up on Manager He's sense of existence.

"What do you think?" Tao Keren asked repeatedly.

"I ......" Wang Nuo said with a smile: "Thanksgiving Investment, for the time being, it is a short-term bullish big blue chip in structural investment, and I recognize Brother Hua's approach." ”

"In other words, you are not optimistic about the operation of the surname He?" Tao Keren suddenly became interested.

I thought it was two rides, but I didn't expect it to be optimistic about ICA but look at the decline of Huaying 4.

You must know that the ICA fund has been declining for two or three years, but Huaying 4 continues to make money, and Wang Nuo is equivalent to stepping on the high and low, and going against the trend.

But the more the analyst steps on the high and the low, and the conclusion is correct, the more capable it appears.

Tao Keren pondered, and suddenly felt that Wang Nuo was playing too much, and the risk of one thing was very high, if the two came together, wouldn't the probability of his failure be too great?

"Fortunately, the person surnamed He didn't agree. Tao Keren quietly breathed a sigh of relief, but Wang Nuo's next sentence made him almost miss the urge to flip the table.

"I'm not optimistic about Huaying 4 Fund's operation of reducing positions in big blue chips at the end of the year, so I ......" Wang Nuo made a request: "As the director of the research department, you can take my research report and show it to Manager He." ”

Tao Keren was silent, eager to stretch out his hand and strangle Wang Nuo, a risk-lover.

Yes, he Tao Keren is the director of the research department, but he also takes risks for the research report, by the way, it is naturally easy to say, fame and fortune, wrong, that is a blow to prestige.

What's more, there is an objective factor for Huaying 4 Fund to reduce its position in large blue chips, their team wants to exchange book income for actual income, and when it settles at the end of the year, it may be a problem of taking different income remuneration grades.

He Qingdong didn't know that the big blue chips had a probability of rising? What are you kidding, he must know, and even he knows that the probability of the big blue chips rising will be greater than the probability of going down, but he still has to reduce his position.

Rise!

If the increase is not enough, He Qingdong would rather give up a small increase in exchange for a situation where team members and investors are happy when the year-end settlement is completed.

As for next year...... The new terms will also be activated, and the difference between the top and bottom may be millions of dollars in real money.

At the end of the year, the research department issued a research report that was contrary to the will of the fund manager, and the pressure was 1+1.

"Huapu and Wanli also have some cooperation, you handed over the research report, I bought it as a research department. Quietly glancing at his daughter who was busy making snacks in the kitchen, Tao Keren didn't think long and quickly agreed.

My daughter can't afford to hurt herself.

"I'm going to help this kid anyway before he makes a mistake. After agreeing, Tao Keren looked at Wang Nuo with a helpless expression on his face.

Wang Nuo also knew Tao Keren's mood, and the other party's help was based on the premise of not making mistakes.

As long as Wang Nuo makes a mistake once, he won't be so easy to talk next time.

On the contrary, as long as Wang Nuo is correct, then Tao Keren is not helping Wang Nuo, he is also helping himself.

He Qingdong, that's a thorn in the eyes of the research department of Huapu Fund, can Tao Keren have any ideas?

As for Fang Zicheng, he is waiting for Wang Nuo's research report, maybe there is enough eye-catching content?

The purpose of coming to Tao's house has been completely achieved, and after another conversation with Tao Keren and Fang Zicheng, Wang Nuo said goodbye and left.

No matter how well it is said here, Wang Nuo's main task now is still ...... Assemble your own team.

A hero and three gangs, Wang Nuo knows his own affairs, he is now capable of making a research report, strategic analysis and data analysis, Yuan Rongxin and Ye Yaohua can help, but the members of the sell-side research team urgently need him to determine.

Lu Jianming can be brought over from Zhou Minghai's team, Lu Haijia must also follow, and the rest of the person, Zhou Minghai ordered Bai Rong to go over, and the first few research reports of Wang Nuo's team, Zhou Minghai and Yao Shuliang must also lend a hand.

In this way, the grass platform team will have it, and when it comes to morale, it will ...... Not at all.

The team members of the team who signed the contract between Wang Nuo and the research institute all knew that Lu Jianming and Bai Rong, who were old qualifications in the research department, knew the difficulty of this model.

From another point of view, Lu Jianming, Bai Rong and Lu Haijia are actually all employees sent to "Wang Nuo Studio" by Wanli Financial Research Institute, and their salaries may still be paid by Wanli, if they are bonuses...... It depends on how capable Wang Nuo is.

When Wang Nuo felt that the future was bright, the members of his team did not have such confidence.