The Deep Dive:
What Does a Research Analyst Do?

Author:
Geoff Robinson
Level:
Early Careers
Study time:
20 minutes

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Course overview

This playlist explores the role of a research analyst, covering core responsibilities such as financial analysis, industry research, modelling, and generating investment insights. It breaks down how analysts interpret data, build forecasts, and communicate recommendations, providing a structured understanding of how analysis supports strategic and investment decision-making in real-world contexts.

What's included?

1 podcast
From raw data to real decisions: understand how research analysts create insight that drives markets.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

Designed for aspiring analysts, finance students, and early-career professionals, this playlist suits anyone looking to understand research-driven roles in finance, consulting, or strategy. It is particularly valuable for those preparing for analyst positions or seeking to strengthen their ability to interpret data and translate it into actionable insights.

Why TheInvestmentAnalyst.com?

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.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey

ABOUT Geoff

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 10x 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 TheInvestmentAnalyst.com.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

All tools, content, and models on TheInvestmentAnalyst.com and InsightOne are provided for educational and illustrative purposes only. They do not constitute investment, tax, or legal advice, nor a personal recommendation, offer, or solicitation to buy or sell any investment. Capital is at risk, past performance is not a reliable indicator of future results, and outputs depend on the assumptions and inputs supplied. Some material may be AI-generated or AI-assisted and should be independently verified. Neither platform is authorised or regulated by the Financial Conduct Authority. Before acting on any information you see here, carry out your own research and, where appropriate, seek advice from a suitably qualified, FCA-authorised adviser.

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The Deep Dive: What Does a Research Analyst Do?