An Equity Research Analyst plays a crucial role when it comes to analyzing and making predictions on financial matters. The core duty is to create reports, analyze financial information, and conduct researches on the financial obligations of the company. While the duties vary upon the employer, the following are certain core tasks identified on the Equity Research Analyst Resume – drafting reports and presenting findings in meetings; conducting analytic and strategic research, creating reports, taking responsibility for communicating about key recommendations and findings; coming up with new investment ideas; and evaluating risks and opportunities.
The following skills and qualifications are essential for this job – analytical thinking skills, the ability to conduct extensive financial research, consulting expertise, proactivity and the ability to work under limited supervision; and valuation analysis skills. A degree in economics, finance, or business along with research experience in the investment industry will be the best option to enter the occupation.
Summary : To establish a long-term career in a company where I may utilize my Equity Research Analyst professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.
Performed ongoing domestic equity market coverage to apply to all facets of the position.
Conducted due diligence and participated in on-site visits across all market capitalization and investment styles.
Prepared detailed written reports on managers, while providing evaluation and recommendation.
Collaborated with the Global Equity Research team and entire Research Department to review a financial intermediary's brokerage, trust, and institutional platform with approximately $4.5 billion in domestic equity assets and approximately $15 billion in aggregate assets.
Performed as an analyst on over $1 billion in client searches.
Prepared farm team updates, presentations and exhibit requests on Global Tactical Asset Allocation strategies, Target Date Retirement Funds, and 401(k) Plans.
Leveraged data from free cash flow forecasts and growth estimates and developed financial models.
Experience
10+ Years
Level
Senior
Education
BS In Finance
Equity Research Analyst Resume
Objective : A security analyst with experience conducting fundamental equity analysis and valuation of small to large-cap companies. Has a demonstrated knowledge of macro issues as well as a solid understanding of accounting principles, strong financial modeling skills, and the ability to apply multiple valuation methodologies for the purpose of making investment recommendations and decisions. BA with a major in economics. MBA with a concentration in finance. Holds a CFA designation.
Skills : Capital IQ, Microsoft Office, Bloomberg Certified In Equity, Fixed Income, And Core Essentials.
Description :
Conducted fundamental equity research on companies in the technology, consumer, health care, materials, and utility sectors for the purpose of making investment recommendations.
Produced fundamental research on companies - including financial statement analysis, comparable and DCF valuation as well as industry trend analysis - for the purpose of monitoring current holdings and generating new stock recommendations.
Investment process utilized both a top-down (sector-specific quantitative model) and bottom-up fundamental analysis to identify stocks having the greatest potential to outperform their sectors over the following 12-month period.
Completed three research reports on the financials and health care industries with information gathered from Bloomberg, Capital IQ, and Thomson One.
Performed DCF and multiples valuation with the target and comparable companies' financial statements.
Applied Monte Carlo Simulation to get better scenario analysis results.
Presented three stock pitches on selected companies to the board members during weekly portfolio management meetings.
Experience
2-5 Years
Level
Executive
Education
MBA In Finance
Equity Research Analyst Resume
Objective : To bring to your organization enthusiasm, dedication, responsibility, and good work ethic, combined with a desire to utilize my financial, accounting, and technological skills to better analyze the project via applying my time managing and problem-solving skills in order to achieve goals and deadlines.
Skills : MS Office, Problem Solving Skills, Detail-Oriented.
Description :
Researched Analyst at multi-billion AUM investment firm, global long-short equity with a focus on quality and value.
Built financial and operating models, interviewed customers, competitors, and management teams, and employed value-added research methodologies (VAR) to evaluate investment merits and risk-reward profile.
Developed proprietary and repeatable research process using checklists, mental models, and investment frameworks.
Conducted bottom-up research and supported senior partner and 7 portfolio managers with research/analysis.
Created value-added financial analysis - built comparable-company analyses.
Conducted industry and company-specific research and assessment of management and long-term strategic direction by utilizing fundamental analysis.
Prepared investment recommendations, analyzed relevant financial data, and evaluated industry trends and economic factors.
Experience
2-5 Years
Level
Junior
Education
MBA In Finance And Investing
Equity Research Analyst Resume
Objective : An ambitious experienced investment professional with three years of fundamental Equity Research Analyst experience across all sectors as an independent thinking generalist. Focus on identifying near-term catalysts and generating profitable ideas by analyzing companies' business models, competitive landscape, macro trends, growth potential, and management team.
Skills : MS Word, Accounting Skills, Finance.
Description :
Performed fundamental, bottom-up, security analysis on equity securities for the value-style Berwyn Fund (BERWX, small-cap), Berwyn Cornerstone Fund (BERCX, mid/large-cap), and Berwyn Income Fund (BERIX, conservative allocation).
Researched equity securities across all market sectors and market caps over $125 million, which included screening candidates via Bloomberg to presenting an independently researched investment idea and monitoring existing holdings.
Created and maintained a portfolio monitoring Excel file for the Berwyn Fund including Berwyn Cornerstone Fund to help assess individual holdings and portfolio risk via valuation multiples (P/E and P/S) and position sizes, maintained an investment decision history on each holding, and maintained investment summaries/developments on each holding.
Assisted in managing the Berwyn Select Mutual Fund Series product (about $11 million in AUM) for clients who wish to diversify their assets outside of the three mutual funds offered by The Berwyn Funds family of funds.
Appended researching and presenting new mutual funds, monitoring performance, making allocation changes across mutual funds, and writing quarterly letters to clients.
Drafted and presented a 13-page report to professor, class, and investment bankers.
Analyzed companies and industry background, competitive positioning, and market strategy of a telecommunication company.
Experience
2-5 Years
Level
Executive
Education
B.S. In Finance
Equity Research Analyst Resume
Objective : Highly qualified Equity Research Analyst with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : MS Office, Financial Statements, Attention to Detail, and Diligence.
Description :
Covered approximately 41 stocks within the Midstream Energy Master Limited Partnerships (MLPs) and Diversified Natural Gas sectors (U.S.
Analyzed industry, economic, and company-specific data to generate both short-term and long-term stock ideas in order to capture alpha for clients with various investment horizons.
Prepared and wrote initiation of coverage, quarterly earnings, and broader energy industry reports.
Built and updated company-specific dynamic models that included complete P&L, Balance Sheet, CF Statements as well as operating data specific to the company covered.
Assisted in creating cross-industry supply and demand models.
Proactively initiated and maintained client communication during their investment horizon.
Built and presented PowerPoint decks on small-cap securities that showed signs of growth and promise; based on financial strength, industry outlook.
Experience
2-5 Years
Level
Executive
Education
BS In Business Administration
Equity Research Analyst Resume
Objective : Result-oriented professional having working experience in the field of Finance/ Business Development/ Investment Banking/ Risk Management & Compliance with sound knowledge of quantitative/statistical research techniques Strong sales and operational qualification with the experience in the field of Corporate Finance/ Financial Services with add on knowledge of Project Management and Marketing Adept at working independently or as part of a team to deliver results, Strong work ethic; able to effectively multi-task and complete projects on-time.
Skills : Python, Financial Modeling, Communication Skills.
Description :
Built and updated valuation models on companies assigned from the Industrials sector across different markets.
Analyzed companies' financial statements and conducting extensive research while building or updating the valuation model.
Wrote company reports after every earnings release and presenting the same during team meetings.
Restated financials of the companies during Merger and Acquisition (M&A).
Tracked day to day events and corporate actions in the portfolio of companies Identify opportunities/risks in companies businesses.
Created discounted dividend models for regional bank stocks and received the highest recognition from peers and supervisors.
Performed extensive technical and industry analysis for companies in the sectors of the pharmaceutical sector, FMCG, and banking sector Supported senior.
Experience
2-5 Years
Level
Executive
Education
Financial Accounting
Equity Research Analyst Resume
Objective : Dynamic and visionary finance leader with a proven track record of raising institutional capital for emerging, technology-based companies. Extensive experience in working with senior management teams in the areas of strategy, business development, capital formation, M&A, and operations. Selected accomplishments include Closed over $80 million of institutional equity and debt capital for early/expansion stage companies.
Responsible for due diligence, financial modeling, valuation assessment, and producing equity research reports to support the Senior Equity Research Analyst.
Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison, and valuation analysis on 18 portfolio companies.
Authored or co-authored over 40 equity research reports, including initiation of coverage, updates, and briefs.
Produced and maintained the First Call earnings estimate database and notes.
Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force.
Often spoke on the company-wide morning call regarding company updates.
Developed key financial models, valuation parameters, and summary documents for $15 million follow on public offering as well as initiated analyst coverage post offering.
Experience
2-5 Years
Level
Executive
Education
MS In Finance
Equity Research Analyst Resume
Objective : Strategic and analytical finance professional with 5 years of quality experience in fixed income, equity research, quantitative analysis, and financial risk management. Result-orientated and accomplished professional who consistently meets deadlines and increases company revenue. Skilled at increasing productivity through planning and adopting new technologies. Thrives in high-pressure environments.
Skills : Business Development, Corporate Finance, Equity Research, Equity Research, Asset Based Lending.
Description :
Managed Panther Value Fund and Milwaukee Growth Fund.
Advised Global Fund that has exposure to global bonds, international equity, and special situations (commodities, etc.).
Worked closely with the Investment Working Board and other professionals, discussing investment philosophy and process for investing, performance, proposed asset allocation, decision-making process and team makeup, and initial strategy.
Reviewed performance and portfolio evolution for the board.
Identified differentiated investment ideas (in the energy, materials, and auto sectors) through deep fundamental analysis and extensive engagement with company management, industry experts, and buy-side / sell-side contacts.
Collaborated in the portfolio construction process by calibrating macro, sector/secular, and individual security outlook to achieve optimal positioning.
Collaborated extensively with investment professionals throughout Wellington, sharing/debating investment ideas, and mentoring less experienced investors.
Experience
2-5 Years
Level
Executive
Education
MBA In Business Administration
Equity Research Analyst Resume
Objective : As An Equity Research Analyst, responsible for producing a factual report based on a review of stocks, bonds & other financial instruments Investors turn to Equity Research Analysts to determine both current and potential future value of a company when they do not have the time/expertise required to do it themselves.
Contacted VP of Salesforce.com for an analytical review of the business model, strategy, and SaaS market.
Experience
2-5 Years
Level
Executive
Education
MBA In Finance
Equity Research Analyst Resume
Objective : Over 1-3 years of experience in the investment field/comparable educational experience. Demonstrated interest & aptitude in equity investment research. Developed & maintained spreadsheets and screens related to holdings, candidates & portfolios.
Skills : MS Office, Finance, Management Skills, Organizational Skills.
Description :
Performed Ad hoc analysis work as assigned by Research Head.
Supervised the performance of the respective company's part of the portfolio and provide timely updates on those companies.
Developed, updated, and evaluated basic and advanced company valuation models.
Developed, maintained, and analyzed generic and specific company, industry, and market overview.
Researched and analyzed specific company financial information and fundamentals.
Participated in earning management and financial restatement engagements for companies from various industries.
Analyzed various general ledger accounts, interviewed financial personnel, and compared accounting treatment of various transactions to GAAP.
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