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equity analyst: Resume Samples & Writing Guide
Professional Summary
A highly analytical and detail-oriented Equity Analyst with extensive experience in the Financial Services field. Proven ability to identify and capitalize on market opportunities, leading to successful investments and improved portfolio performance.
Employment history
Senior Equity Analyst, Morgan Stanley New York, New York
March 2012 – Present
- Monitor market trends and news to identify investment opportunities
- Conduct fundamental and technical analysis of companies and industries
- Participate in industry events and conferences
Equity Analyst, Goldman Sachs New York, New York
September 2011 – February 2012
- Participate in conference calls and meetings with company management
- Assist in the preparation of marketing materials
- Prepare financial reports, presentations and other materials to support investment decisions
Entry Level Equity Analyst, State Street Corporation Boston, Massachusetts
March 2010 – August 2011
- Monitor portfolio performance and recommend changes as needed
- Develop and maintain financial models to analyze companies and industries
- Prepare and present research reports on companies and industries
Education
Stanford University, Stanford, California
Bachelor of Arts in Economics, January, 2010
Skills
Innovation
Mentoring
Planning
Supervisory
Data Analysis
Portfolio Management
Equity Valuation
SQL
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Employment history
Senior Equity Analyst, State Street Corporation Boston, Massachusetts
June 2020 – Present
- Maintain relationships with clients, brokers and other professionals in the financial services industry
- Monitor market trends and news to identify investment opportunities
- Stay abreast of changes in the financial markets
Associate Equity Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
November 2019 – May 2020
- Participate in conference calls and meetings with company management
- Develop and maintain databases of financial information
- Conduct fundamental and technical analysis of companies and industries
Jr. Equity Analyst, Citigroup New York, New York
June 2018 – October 2019
- Maintain relationships with clients, brokers and other professionals in the financial services industry
- Participate in industry events and conferences
- Monitor portfolio performance and recommend changes as needed
Education
Haas School of Business, UC Berkeley, California
Chartered Retirement Planning Counselor, April, 2018
Skills
Database Management
Visualization
Teamwork
Risk Management
Investment Analysis
Risk Analysis
Capital Markets
Financial Modeling
Employment history
Chief Equity Analyst, Morgan Stanley New York, New York
December 2015 – Present
- Develop and maintain financial models to analyze companies and industries
- Conduct fundamental and technical analysis of companies and industries
- Stay abreast of changes in the financial markets
Associate Equity Analyst, U.S. Bancorp Minneapolis, Minnesota
December 2014 – November 2015
- Maintain relationships with clients, brokers and other professionals in the financial services industry
- Stay abreast of changes in the financial markets
- Prepare financial reports, presentations and other materials to support investment decisions
Jr. Equity Analyst, TD Bank Cherry Hill, New Jersey
May 2014 – November 2014
- Conduct fundamental and technical analysis of companies and industries
- Participate in industry events and conferences
- Communicate with clients and colleagues to discuss investment ideas and strategies
Education
Harvard University, Cambridge, Massachusetts
Certified Investment Management Analyst, April, 2014
Skills
Financial Management
Critical Thinking
Training
Written Communication
Valuation Modeling
Excel
Risk Analysis
Risk Management
Employment history
Senior Equity Analyst, Morgan Stanley New York, New York
December 2019 – Present
- Participate in conference calls and meetings with company management
- Develop and maintain financial models to analyze companies and industries
- Prepare and present research reports on companies and industries
Equity Analyst, U.S. Bancorp Minneapolis, Minnesota
July 2018 – December 2019
- Participate in conference calls and meetings with company management
- Prepare financial reports, presentations and other materials to support investment decisions
- Maintain relationships with clients, brokers and other professionals in the financial services industry
Jr. Equity Analyst, Citigroup New York, New York
January 2017 – June 2018
- Provide buy/sell/hold recommendations to clients
- Develop and maintain databases of financial information
- Analyze financial statements and other financial data to evaluate the performance and financial condition of companies
Education
Columbia University, New York City, New York
Master of Arts in Economics, December, 2016
Columbia University, New York City, New York
Bachelor of Arts in Business Administration, December, 2012
Skills
Collaboration
Financial Management
Computer Literacy
Research
Investment Analysis
Equity Research
Asset Management
Equity Trading
Professional Summary
Highly experienced Equity Analyst with a proven track record of success in the financial services sector. Skilled in financial analysis, portfolio management, and market research.
Employment history
Senior Equity Analyst, State Street Corporation Boston, Massachusetts
April 2010 – Present
- Monitor portfolio performance and recommend changes as needed
- Develop and maintain databases of financial information
- Communicate with clients and colleagues to discuss investment ideas and strategies
Associate Equity Analyst, JP Morgan Chase New York, New York
October 2008 – March 2010
- Provide buy/sell/hold recommendations to clients
- Develop and maintain databases of financial information
- Monitor market trends and news to identify investment opportunities
Jr. Equity Analyst, U.S. Bancorp Minneapolis, Minnesota
October 2007 – September 2008
- Develop and maintain databases of financial information
- Maintain relationships with clients, brokers and other professionals in the financial services industry
- Participate in industry events and conferences
Education
Wharton School, Philadelphia, Pennsylvania
Doctor of Philosophy in Business Administration, August, 2007
Wharton School, Philadelphia, Pennsylvania
Bachelor of Arts in Business Management, August, 2003
Skills
Accounting
Data Analysis
Research
Adaptability
Portfolio Management
Data Analysis
VBA
Financial Analysis
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equity analyst Job Descriptions; Explained
If you're applying for an equity analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
junior equity analyst
- Read corporate reports to determine best prospects for profit on stock purchases and to monitor client accounts.
- Learn how to perform technical analysis and determine a purchase or sell signals and recommend to clients in the securities market.
- Learn and execute proper problem solving for customer queries.
- Prepare plans of action for investment, using equity analysis.
2
equity analyst (intern)
- Exercised the fundamentals of investment to provide a recommendation for potential investment for a hypermarket
- Assisted company’s equity analyst by providing insights on 5-year stock projection and industry performance for respective investment
- Delivered presentation with detailed recommendations to company’s investment team
- Supported administrative department to prepare quarterly invoices
- Assisted management in preparing tax forms for clients
junior equity analyst Job Skills
For an junior equity analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Financial Modeling
- Financial Analysis
- Equity Valuation
- Equity Research
- Portfolio Management
- Investment Analysis
- Risk Analysis
- Market Analysis
- Excel
- VBA
- Bloomberg
- SQL
- Asset Management
- Derivatives
- Financial Statement Analysis
- Risk Management
- Corporate Finance
- Capital Markets
- Valuation Modeling
- Equity Trading
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your junior equity analyst Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Ernest Taylor
357 Sycamore Avenue, Fredericksburg, PA 17026Employment history
Chief Equity Analyst, Citigroup New York, New York
October 2018 – Present
- Prepare and present research reports on companies and industries
- Participate in conference calls and meetings with company management
- Develop and maintain databases of financial information
Equity Analyst, Goldman Sachs New York, New York
April 2017 – September 2018
- Prepare financial reports, presentations and other materials to support investment decisions
- Provide buy/sell/hold recommendations to clients
- Participate in conference calls and meetings with company management
Entry Level Equity Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
October 2016 – April 2017
Education
Kellogg School of Management, Evanston, Illinois
Master of Arts in Finance, August, 2016
Kellogg School of Management, Evanston, Illinois
Bachelor of Arts in Business Management, August, 2012
Skills
Written Communication
Project Management
Documentation
Process Improvement
Bloomberg
SQL
Excel
VBA
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your junior equity analyst Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Lead Equity Analyst, Wells Fargo San Francisco, California
May 2013 – May 2022
- Develp and maintain finacial modles too analize compaines and industres.
- Pariticpate in confernece call's and meetin's with companie managment.
- Conduct fundemental and technichal analysises of companys and industres.
Associate Equity Analyst, Bank of America Charlotte, North Carolina
December 2011 – April 2013
- Providee buy/sell/hold recomendations too clientss
- Mointor porfolio performance an recomend changes as needd.
- Mointor market trends and news too identifie invesment oppertunities.
Junior Equity Analyst, Citigroup New York, New York
June 2010 – November 2011
- Particpate in industy events an confrences.
- Prepear and presente research reportes on companys and industrie's.
- Mointor market trends and newes to indentify investement oppertunities.
Education
Darden School of Business, Charlottesville, Virginia
Certified Public Accountant, May, 2010
Skills
Business Acumen
Conflict Resolution
Troubleshooting
Research
Equity Trading
Risk Management
Asset Management
Derivatives
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
junior equity analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an junior equity analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Equity Analyst
State Street Corporation
Boston, Massachusetts
State Street Corporation
Boston, Massachusetts
Greetings State Street Corporation Recruitment Team
I am writing to express my interest in the Senior Equity Analyst role at State Street Corporation. As an Equity Analyst with 13 years of experience in Financial Services, I am confident that I have the necessary skills and expertise to succeed in this position.
As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Innovation and Mentoring that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Financial Services to the role and contribute to your organization's success.
I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.
With gratitude,
Max Foster
645-425-3914
[email protected]
Max Foster
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.