This section allows you to add the names of your research team to ensure that your firm captures votes for everybody that could be associated with your firm.
In addition to all Registered Analysts you can add the following job functions: Economist/Strategist; Quant Analyst; Associate (non-publishing); Sales/Specialist Sales; and Desk Analyst. Only registered analysts that you select will appear on the ballot in all sectors based on specific individual coverage. Economist/Strategist and Quant Analysts will appear only in the economics and strategy category sectors based on their specific coverage that you select.
You can edit any analyst entry in several ways:
- Start reviewing analysts button will open the first unapproved analyst
- Edit button in a row opens the analyst profile
- Clicking anywhere on the row opens the analyst profile
You can Add a new analysts by selecting the Add analyst button at the top of the table.
When you Add an analyst a pop up will allow you to add the relevant details and the name will appear at the top of the list. Hit Save to ensure details are saved and when completed you can Approve to indicate that the record is ready for balloting/publish. You can update changes and Approve again at any time to reflect changes to the team and responsibilities, even if voting is underway.