Description

A focused course, tailored for you

Investment Bank Quant Strategist's Research-Authorship Playbook

How a quantitative strategist at a bulge-bracket bank reframes the seat as research authorship when cost-per-revenue cycles reach the quant function.

When cost-per-revenue cycles reach the quant function, the strategists who keep the seat already framed the work as research authorship the desks quote externally.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Bulge-bracket banks running cost-per-revenue cycles reach quant strategy functions in the same review as the front office. Strategists who continue producing client-specific quant work without published research authorship are read by the deck as desk overhead. Strategists with a published research anchor are read as the franchise.

The strategists who survive own a published research anchor under their byline, a quantitative methodology desks cite by name, and a quarterly research-state artefact the head of research adopts.

The course covers the three artefacts and the 90-day path to research-authorship framing. Plus a hand-built implementation playbook against your real research scope.

What you walk away with

A published research anchor under your byline.
A quantitative methodology desks cite by name.
A quarterly research-state artefact the head of research adopts.
A clean translation from generic quant strategist to research-authorship seat.
A defensible answer when the cost-per-revenue review asks which research your seat owns.
A 90-day plan to land the framing.

The 12 modules

Module 1. Reading the cost-per-revenue review for quant strategist implications

Cost-per-revenue cycles compare quant cost to research-derived revenue. The diagnostic for the strategist layer specifically. Which seats survive on attributable research versus generic methodology contribution.

Module 2. Generic quant strategist vs research-authorship strategist

Two structurally different framings of the same quant seat. Generic strategist reads as desk overhead; research-authorship reads as the franchise the desks quote externally. The three artefacts that mark the shift.

Module 3. Your published research anchor

Identify one research domain where your work is most differentiated (factor research, derivatives modelling, risk methodology, algo strategy). The anchor document with format, customer references, methodology endorsement.

Module 4. Quantitative methodology desks cite by name

A methodology document desks adopt as the standard for the specific domain. Format, validation, limitations, usage examples. Three worked examples for factor, derivatives, and risk research methodologies.

Module 5. Quarterly research-state artefact for the head of research

Format, cadence, content of the quarterly artefact the head of research adopts. Three worked examples for quant research in bulge-bracket contexts at different stages of cost-per-revenue cycle.

Module 6. Working with trading desks and sales

Quant research overlaps trading desks and sales. The collaboration pattern that strengthens research-authorship positioning rather than producing turf disputes with desk PMs and quant traders.

Module 7. Regulatory considerations: MiFID II, research-unbundling

Research unbundling and MiFID II shape quant research economics. The compliance overlays that strengthen the research-anchor artefact rather than burying it. The specific language regulators read first.

Module 8. Cross-domain leverage and reusable practices

Reusable quant practices that strengthen research-authorship across multiple domains. Methodology templates, validation frameworks, paper-writing cadence. The patterns that compound.

Module 9. Conference and academic-engagement presence

Academic conferences (NeurIPS, ICML for ML-adjacent work; JFI, RFS for finance research) accelerate research-anchor positioning. The talks the firm endorses. The publication channels.

Module 10. Scope statement: quant strategist vs senior strategist / Head of Quant Research

Two overlapping seats. The scope statement that puts you in the Head of Quant Research track defensibly. The language for the next promotion conversation.

Module 11. Promotion mechanics inside bulge-bracket quant functions

Internal path from quant strategist to Head of Quant Research or Global Head. The promotion artefact. The two reviewers who matter.

Module 12. Your 90-day move to research-authorship framing

Day-by-day plan. Research anchor target chosen by week one. Anchor v1 written by week two. Methodology document drafted by week three. Head of research conversation in month two. Head of Quant Research conversation in month three.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Modules 1 and 2 cover the diagnostic for a quant strategist at a bulge-bracket bank in cost-per-revenue cycle.

Modules 3 to 5 produce the three artefacts (research anchor, methodology, quarterly artefact).

Modules 6 to 9 cover cross-function cadence, regulatory considerations, leverage, and academic engagement.

Modules 10 to 12 cover scope, promotion, and 90-day execution.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates for the research anchor, the methodology document, and the quarterly artefact.
A hand-built implementation playbook generated for your specific scope (quant strategist at a bulge-bracket bank).
Three worked examples of the quarterly artefact.
Scripted talking points for the head of research conversation.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: Research anchor target chosen.

Week 1: Anchor v1 written; methodology v1 drafted.

Month 1: Quarterly artefact format agreed with head of research; research-authorship conversation scheduled.

Before and after

Before

You produce quant research. Desks use your work. The cost-per-revenue review is being discussed. No research anchor with your byline yet sits in the firm's research catalogue.

After

Your research anchor is in the firm's catalogue. The methodology is what desks cite by name. The quarterly artefact lands with the head of research. The Head of Quant Research conversation is scheduled.

What happens if you do not address this

Cost-per-revenue cycles reach quant functions within one or two cycles. Strategists without published research-authorship get the desk-overhead reading regardless of contribution.

Who it is for

For Quantitative Strategists, Senior Quantitative Researchers, and quant ICs at bulge-bracket and large universal banks running cost-per-revenue reviews.

Who this is NOT for. Junior quants. Pure trading-desk roles without research scope. Quants at firms not in cost-per-revenue pressure.

How it arrives

Text-based course via LMS, plus downloadable templates and the hand-built implementation playbook.

Time investment. Roughly 12 hours of reading and 15 to 20 hours producing your real artefacts.

Why $199 is the right number

Internal bulge-bracket quant training is general. External quant communities cover technique. A senior Head of Quant Research mentor would cover maybe four of these 12 modules informally over months. $199 buys the focused playbook plus the implementation document for your real research scope.

FAQ

Will desks actually cite my methodology by name?

Module 4 is built around the format desks adopt. Validation, limitations, usage examples explicit. Worked examples included.

What if my research is mostly client-specific?

Module 3 covers client-specific to anchor framing. The bridge that turns bespoke work into reusable research.

Why pay for this instead of reading free quant content?

Free content covers technique. This covers the strategist-to-authorship move during bulge-bracket cost-per-revenue cycles.

Is Head of Quant Research actually possible at my firm?

Module 11 covers that diagnostic.

What is in the implementation playbook for me specifically?

A draft research anchor against your real work; a draft methodology document; a 90-day plan with conversations against your head of research.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.