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Investment Analyst Survey - Daniel Kane

Please complete the following assessment of the analyst identified above. Your feedback is a critical element of the analyst's overall performance review. In order to meet the HR deadlines, we ask that you please complete the evaluation by no later than June 6th. Please be candid and thoughtful when reponding to the evaluation questions. If you have questions or concerns, please contact Wasfi Bsisu or Paul Bautista.
Name: 


A red asterisk (*) indicates required questions.

On average, how much time do you spend with you spend with the analyst per week? (This includes team meetings, pre-call planning, and post call reviews.)*
1 to 3 hours
4 to 5 hours
6 or more hours


On average, how many tasks do you give the analyst on a weekly basis?*
1 to 3 tasks
4 to 5 tasks
6 or more tasks


What are the top three most frequent tasks?*


Rate the analyst's knowledge and understanding of the following applications*

        1 2 3 4 5       N/A
  Workstation Poor Excellent  
  CRM Poor Excellent  
  Allocation Master Poor Excellent  
  Streetscape Poor Excellent  
  eXpo Poor Excellent  
  FAC Poor Excellent  
  IPT Poor Excellent  
  PDR Poor Excellent  
  Chart Poor Excellent  
  Bloomberg Poor Excellent  


Comments:


Rate the analyst’s knowledge and understanding of the financial markets.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Rate the analyst’s knowledge and understanding on the following products.*

        1 2 3 4 5       N/A
  PCIAA Poor Excellent  
  Fixed Income Poor Excellent  
  Equities Poor Excellent  
  Structures Poor Excellent  
  Hedge Funds Poor Excellent  
  Private Equity Poor Excellent  
  Global Access Portfolios Poor Excellent  


Comments:


Does the analyst ask insightful questions which ultimately aid in completing the assigned task?*
 
  1 2 3 4 5  
Strongly Disagree  Strongly Agree


Comments:


Rate the analyst’s ability to meet deadlines.*
 
  1 2 3 4 5  
Poor  Excellent


Please provide at least one example:


Rate the analyst’s ability to prioritize his/her workload.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Rate the analyst’s ability to multi-task.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Rate the accuracy of the final product the analyst provides you.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Does the analyst exhibit strong verbal and written communication skills?*
 
  1 2 3 4 5  
Strongly Disagree  Strongly Agree


Comments:


How much experience do you feel an analyst should have before it is appropriate for them to attend client meetings?
0 to 6 months
6 months to 1 year
1 to 2 years
2 years or more


Comments:


Has the analyst attended any client meetings?*
Yes
No


Why or why not?*


And if so, what role do they play in the meetings?


How often does the analyst interact with the clients on a weekly basis?*
1 to 3 times per week
4 to 5 times per week
6 or more times per week
N/A


Comments:


Rate how well the analyst conducts himself/herself in client interactions.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Rate the quality of the analyst's client presentations.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


How active has the anlayst been in helping you prospect?*
 
  1 2 3 4 5  
Not Active  Very Active


Please provide at least one example:


Do you feel that a situation where the analyst provides support with prospecting is effective?*
 
  1 2 3 4 5     N/A
Strongly Disgree  Strongly Agree  


Please describe:


Does the analyst regularly display initiative (such as adding commentary or talking points)?*
 
  1 2 3 4 5  
Strongly Disagree  Strongly Agree


Please provide at least one example:


Is the analyst a team player (i.e., is he/she willing to stay late, or volunteer to take on other projects)?*
 
  1 2 3 4 5  
Strongly Disagree  Strongly Agree


Please provide at least one example:


Rate the analyst's leadership skills (e.g., do they exhibit accountability, problem solving skills, decision making abilities, and listening skills).*
 
  1 2 3 4 5  
Poor  Excellent


Please provide at least one example:


Please describe the analyst's top three strengths.*


Please describe the analyst's top three opportunities for development.*


Rate the analyst's potential to become an Investment Advisor.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:


Please provide an overall performance rating for the analyst.*
 
  1 2 3 4 5  
Poor  Excellent


Comments:




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