In this episode, Thomas Li interviews Justin Rothhaupt, Senior Solutions Engineer at Daloopa and former sell-side analyst, about the job of a sell-side analyst and the key moments and milestones in the role. They discuss the importance of being inquisitive, balancing repetitive tasks with curiosity, and the preparation required for earnings season. They also explore how sell-side analysts differentiate themselves, the role of research notes, and the value of interactions with clients. The conversation highlights the need for automation to save time and focus on value-added tasks.

For more info on Justin please visit: https://www.linkedin.com/in/justin-rothhaupt/

For more on Daloopa visit: www.daloopa.com