Description

A focused course, tailored for you

Investment Bank Research Lead's Practice-Defence Playbook

How a Research lead at an investment bank defends a practice when the firm restructures around asset-management consolidation.

When the firm restructures around asset-management consolidation, research practices read either as advisory cost or as practice IP. The reading depends on what's documented.

$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

European universal banks consolidating asset management functions reorganise their research arms in the same cycle. Research leads who continue producing client-specific research without published practice positioning are read by the deck as advisory cost. Research leads with a published practice anchor read as IP the firm protects.

The research leads who survive own a published practice anchor under their byline, a publishable point of view the firm endorses, and a weekly practice-state artefact the head of research forwards.

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

What you walk away with

A published practice anchor under your byline.
A publishable point of view the firm endorses.
A weekly practice-state artefact the head of research forwards.
A clean translation from client-specific research to practice-defence framing.
A defensible answer when the restructure asks which practice your work is associated with.
A 90-day plan to land the framing.

The 12 modules

Module 1. Reading consolidation for research implications

European universal bank asset-management consolidation reaches research functions in the same operating-model cycle. The diagnostic for the Associate Director of Research layer specifically. What 'consolidation' means at research level inside the bank.

Module 2. Client-specific research vs practice-anchor research

Two structurally different framings of the same research lead seat. Client-specific research reads as advisory cost; practice-anchor research reads as IP the firm endorses externally. The three artefacts that mark the shift.

Module 3. Your published practice anchor

Identify one anchor segment, sector, or methodology you could publish under your byline. The narrative the firm endorses through the consolidation cycle. Worked examples for equity, credit, and macro research practices.

Module 4. Publishable point of view

Structure of a publishable POV the firm endorses externally. Format, argument, publication channel, analyst-relations integration. Three worked examples for European bank research.

Module 5. Weekly practice-state artefact for head of research

Format, cadence, content of the weekly practice-state artefact the head of research forwards. Three worked examples calibrated for European universal bank research arms in consolidation.

Module 6. Working with sell-side and trading partners

Research overlaps sell-side and trading partners at universal banks. The collaboration pattern that strengthens research-practice positioning rather than producing turf disputes with sales and trading.

Module 7. Regulatory considerations

European research is regulated by MiFID II and country-level overlays. The compliance considerations that strengthen the practice-anchor artefact rather than burying it in compliance work.

Module 8. Cross-coverage leverage

Reusable research practices that strengthen anchor positioning across multiple coverage cycles. Thesis-construction cadence, client-meeting choreography, publication rhythm. The patterns that compound.

Module 9. External presence: analyst coverage and media

External presence at conferences and in media accelerates research-anchor positioning. The talks the firm endorses. The publication channels that strengthen the practice rather than dilute it.

Module 10. Scope statement: Associate Director vs Director of Research

Two overlapping seats. The scope statement that puts you in the Director of Research track defensibly.

Module 11. Promotion mechanics inside European bank research

Internal path inside European universal bank research. The promotion artefact. The two reviewers who matter.

Module 12. Your 90-day move to practice-defence framing

Day-by-day plan. Practice anchor v1 in week one. POV drafted by week two. Weekly artefact running by week three. Head of research conversation in month two. Director 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.

Modules 3 to 5 produce the three artefacts.

Modules 6 to 9 cover the cross-function cadence and external presence.

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 practice anchor, the POV, and the weekly artefact.
A hand-built implementation playbook generated for your specific scope (Research lead at a European universal bank in consolidation).
Three worked examples of the weekly 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: Practice anchor scaffold drafted.

Week 1: Anchor v1 written; POV v1 drafted.

Month 1: Weekly artefact landing with head of research; Director conversation scheduled.

Before and after

Before

You produce research. Reports land. The consolidation is being discussed.

After

Your practice anchor is in the firm's positioning. The POV is what the firm endorses externally. The weekly artefact lands with head of research. The Director conversation is scheduled.

What happens if you do not address this

Consolidation reaches research within one or two cycles.

Who it is for

For Associate Directors of Research, Senior Research leads, and equity or credit research professionals at European universal banks in consolidation cycles.

Who this is NOT for. Junior research analysts. Buy-side analysts (the operating model is different). Research leads at firms not in consolidation.

How it arrives

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

Time investment. Roughly 10 hours of reading and 12 to 16 hours producing your real artefacts.

Why $199 is the right number

Internal European bank research training is regulatory. External research communities cover technique. A senior Director of Research mentor would cover maybe four of these 12 modules informally. $199 buys the focused playbook plus the implementation document for your real research scope.

FAQ

Will the head of research actually forward my weekly artefact?

Module 5 is built around the format heads of research forward.

What if my coverage is in a niche segment?

Module 3 covers that case.

What is in the implementation playbook for me specifically?

A draft practice anchor; a draft POV; 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.