Verifing New Hires
Verify new hires
This section allows you to add any new hires appointed since the time your firm’s analyst roster was provided before polling began.
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.
Name is the formal name or name by which the analyst is most easily recognized (i.e. nickname etc.) by the client. Published name (appears in the II published rankings) is the registered name or formal name that appears on FINRA, or equivalent registers. Where registries are not available, we use comprehensive searches (google, etc.) and firm confirmation for the analyst’s legal formal name.
First name, last name, email, phone number and job function are mandatory.
Please select from this list:
- Research Analyst (certified)
- Quant Analyst
- Associate (non-publishing)
- Sales/Specialist Sales
- Desk Analyst
- Other – please specify.
If an analysts moves to your firm it is important to note their previous firm to ensure that any votes follow them. This also ensure that duplicates are avoided, so their votes are not diluted.
Eligible for Rising Star
Please tick this box if the person has been working as a research analyst for less than three years and should be eligible for this year’s All-America Rising Stars Team. If you tick the box you will be asked to confirm that the analyst first initiated lead coverage at any firm after the date specified and we ask for the date the analyst first initiated lead coverage, again at any firm.
The Rising Star Team features the up-and-comers new to the industry, who seem destined for greater glory.
Sector are grouped by these categories:
- Basic Materials
- Capital Goods/Industrials
- Financial Institutions
- Health Care
- Technology, Media & Telecommunications
- Economics & Strategy
Clicking on a category or sector will order the names alphabetically A-Z or Z-A.
Please add every sector applicable to an analyst. This will ensure that any votes they get in a sector will be counted.
The team leader check box only applies to four sectors:
- Master Limited Partnerships
- Washington Research
- Equity-Linked Strategies
We ask you to confirm that the analyst was employed at your company at the date specified.
When the form is completed please verify.
When you have added all the new hires at your firm please Submit. When you have confirmed the request this section will be locked and marked as completed. You will be able to download the data for your records.