How does sell-side research work?

  • Author:
    Geoff Robinson
  • Level: 
    All levels
  • Study time:
    2-3 hours
Write your awesome label here.
Course overview
The video playlist titled "How does sell-side research work?" provides a comprehensive and insightful exploration into the intricate world of sell-side research in financial markets. Through a series of informative videos, viewers gain a nuanced understanding of the role and functions of sell-side analysts, who play a pivotal role in providing investment recommendations to institutional and retail investors. The playlist delves into the methodologies employed by sell-side researchers, covering aspects such as financial modeling, company analysis, and market trends. By demystifying the inner workings of sell-side research, the videos empower viewers with valuable knowledge about the dynamics that shape investment decisions in the financial industry.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • Informative videos
  • Unlock the financial wisdom of the sell-side
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is ideal for individuals seeking a comprehensive understanding of the inner workings of sell-side research in financial markets. It caters to aspiring finance professionals, investors, and anyone interested in gaining insights into how investment recommendations are formulated. Whether you're a student aiming for a career in finance or an investor looking to enhance your decision-making skills, this playlist provides valuable information on the role of sell-side analysts and the methodologies employed in assessing investment opportunities.


We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to 
Empty space, drag to resize