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equity research analyst: Resume Samples & Writing Guide
Employment history
Lead Equity Research Analyst, Wells Fargo San Francisco, California
May 2022 – Present
- Maintain relationships with industry contacts
- Prepare and review financial statements
- Communicate investment recommendations to clients
Equity Research Analyst, Wells Fargo San Francisco, California
November 2021 – May 2022
- Conduct research on companies and industries
- Prepare and review financial statements
- Maintain relationships with industry contacts
Jr. Equity Research Analyst, Goldman Sachs New York, New York
November 2020 – October 2021
- Track and report on portfolio performance
- Participate in client meetings and conference calls
- Conduct research on companies and industries
Education
Kellogg School of Management, Evanston, Illinois
Chartered Financial Analyst, September, 2020
Skills
Documentation
Troubleshooting
Innovation
Teamwork
Corporate Finance
Market Analysis
Fixed Income
Equity Research
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Professional Summary
Highly analytical Equity Research Analyst with strong financial acumen and a proven track record of providing actionable insights to drive strategic decision-making. Exceptionally skilled in market analysis and developing financial models to support investment decisions.
Employment history
Lead Equity Research Analyst, JP Morgan Chase New York, New York
July 2013 – Present
- Develop equity strategies for clients
- Communicate investment recommendations to clients
- Prepare detailed reports on investment recommendations
Associate Equity Research Analyst, Wells Fargo San Francisco, California
January 2012 – June 2013
- Prepare detailed reports on investment recommendations
- Communicate investment recommendations to clients
- Collaborate with other departments on investment strategies
Junior Equity Research Analyst, Morgan Stanley New York, New York
January 2011 – December 2011
- Develop and maintain financial models for valuation and forecasting
- Maintain relationships with industry contacts
- Track and report on portfolio performance
Education
Haas School of Business, UC Berkeley, California
Master of Science in Accounting, November, 2010
Haas School of Business, UC Berkeley, California
Bachelor of Arts in Business Administration, November, 2006
Skills
Planning
Problem Solving
Creativity
Accounting
Derivatives
Portfolio Management
Fixed Income
Financial Reporting
Employment history
Senior Equity Research Analyst, U.S. Bancorp Minneapolis, Minnesota
November 2018 – Present
- Monitor and analyze current and potential investments
- Communicate investment recommendations to clients
- Develop and maintain financial models for valuation and forecasting
Equity Research Analyst, Bank of America Charlotte, North Carolina
June 2017 – October 2018
- Analyze financial data and market trends to identify investment opportunities
- Present investment ideas to internal and external clients
- Prepare detailed reports on investment recommendations
Junior Equity Research Analyst, State Street Corporation Boston, Massachusetts
December 2015 – May 2017
- Maintain relationships with industry contacts
- Prepare and review financial statements
- Prepare presentations for clients and internal meetings
Education
Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Finance, October, 2015
Skills
Social Media
Adaptability
Public Speaking
Professionalism
Investment Analysis
Bloomberg
Asset Management
Equity Trading
Employment history
Chief Equity Research Analyst, Wells Fargo San Francisco, California
May 2016 – Present
- Monitor and analyze current and potential investments
- Prepare detailed reports on investment recommendations
- Develop equity strategies for clients
Associate Equity Research Analyst, State Street Corporation Boston, Massachusetts
May 2015 – April 2016
- Maintain relationships with industry contacts
- Analyze financial data and market trends to identify investment opportunities
- Present investment ideas to internal and external clients
Junior Equity Research Analyst, Bank of America Charlotte, North Carolina
November 2014 – April 2015
- Analyze financial data and market trends to identify investment opportunities
- Monitor and analyze current and potential investments
- Collaborate with other departments on investment strategies
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Master of Arts in Business Management, September, 2014
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Arts in Finance, September, 2010
Skills
Financial Management
Flexibility
Stress Management
Decision Making
Bloomberg
Asset Management
Equity Trading
Quantitative Analysis
Professional Summary
Highly experienced Equity Research Analyst with a proven track record of providing in-depth financial analysis and insights. Skilled in conducting detailed analysis and preparing comprehensive reports to help clients make informed investment decisions.
Employment history
Senior Equity Research Analyst, U.S. Bancorp Minneapolis, Minnesota
February 2011 – Present
- Develop and maintain financial models for valuation and forecasting
- Track and report on portfolio performance
- Stay up to date on market trends and developments
Associate Equity Research Analyst, JP Morgan Chase New York, New York
August 2010 – January 2011
- Stay up to date on market trends and developments
- Maintain relationships with industry contacts
- Prepare and review financial statements
Jr. Equity Research Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2010 – July 2010
- Analyze financial data and market trends to identify investment opportunities
- Stay up to date on market trends and developments
- Conduct research on companies and industries
Education
Wharton School, Philadelphia, Pennsylvania
Doctor of Philosophy in Business Administration, December, 2009
Wharton School, Philadelphia, Pennsylvania
Bachelor of Arts in Business Management, December, 2005
Skills
Troubleshooting
Technical
Accounting
Presentation
Quantitative Analysis
Financial Modeling
Equity Valuation
Asset Management
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equity research analyst Job Descriptions; Explained
If you're applying for an equity research 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
equity research analyst
- Tracking Midcap stocks of Indian Market.
- Writing Reports and Building Financial model from Scratch.
- Addressing clients through the frequent webinar on various topics like IPOs, right issues and general topics like basics of Fundamental analysis
- Played a major role in some Statistic based projects like: Branch health index
2
equity research analyst (intern)
- Writing queries and design trading strategy
- Analyzing data gathered and develop solutions or alternative methods of proceeding.
- Assisting in developing a predictable model
- Researching and analyzing industries and companies and perform market research
- Providing information to management by assembling and summarising data, preparing reports, and making presentations of findings, analyses, and recommendations
3
equity research analyst
- Achieve quality, timeliness & productivity metrics
- Support clients on data queries.
- Provides accurate and reliable demographic and statistical financial market data to internal database/ and to internal/external client.
- Acquire a good understanding of FactSet content in particular Fixed Income & Equity.
4
equity research analyst
- Research securities to determine value by analyzing financial statements and earnings reports.
- Build and update financial models after a thorough understanding of company and industry related factors.
- Keep updated with micro & macroeconomic indicators, global & domestic financial markets and their impact on stock prices.
- Detailed review of financial statements, estimates and projections for the next 1-2 years.
- Carrying out relevant valuation methods to value the stock.
- Write detailed coverage report, reflecting in-depth understanding of the company.
- Write Quarterly reports covering quarterly results (preview & review).
5
equity research analyst
- Company updates on a monthly basis covering major developments during the month.
- Write special reports covering major news / special events/ corporate actions/ AGM/ company visit & management meet/ company conference call/ industry conferences.
- Write sector updates and thematic reports.
- Contribute towards other special reports planned by the team.
equity research analyst Job Skills
For an equity research 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
- Equity Valuation
- Excel
- Bloomberg
- VBA
- Financial Statements
- Investment Analysis
- Derivatives
- Risk Management
- Market Analysis
- Portfolio Management
- Corporate Finance
- Financial Reporting
- Investment Banking
- Equity Research
- Asset Management
- Financial Markets
- Quantitative Analysis
- Fixed Income
- 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 equity research 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.
Brad Carter
72 Forest St., Courtland, AL 35618Professional Summary
Experienced Equity Research Analyst with a strong background in financial services. Possesses a deep understanding of financial markets and a proven track record of providing insightful analysis to drive informed decisions.
Employment history
Senior Equity Research Analyst, JP Morgan Chase New York, New York
May 2015 – Present
- Prepare presentations for clients and internal meetings
- Develop equity strategies for clients
- Collaborate with other departments on investment strategies
Associate Equity Research Analyst, U.S. Bancorp Minneapolis, Minnesota
May 2014 – April 2015
- Track and report on portfolio performance
- Participate in client meetings and conference calls
- Develop and maintain financial models for valuation and forecasting
Entry Level Equity Research Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
December 2012 – April 2014
Education
Kellogg School of Management, Evanston, Illinois
Bachelor of Science in Business Administration, October, 2012
Skills
Professionalism
Planning
Negotiation
Negotiation
Quantitative Analysis
Investment Analysis
VBA
Financial Statements
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 equity research 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
Senior Equity Research Analyst, State Street Corporation Boston, Massachusetts
April 2023 – May 2022
- Stay up too date on market trends an developments.
- Tracck annd reportt onn portffolioo performannce.
- Conducts researchs on companys and industriess.
Equity Research Analyst, Wells Fargo San Francisco, California
October 2021 – March 2023
- Colaborate with other deparments on invesment strategys.
- Moniter and anaylze currrent and potenital investements.
- Presnt investement idead too internall and externall clints.
Junior Equity Research Analyst, JP Morgan Chase New York, New York
May 2020 – October 2021
- Analize finanical data n' market trends ta identify investment oppertunities.
- Prepear presentasions fer clients an internal meetins.
- Devellop and maintain finanical models for valuaton and forecating.
Education
Haas School of Business, UC Berkeley, California
Certified Financial Manager, March, 2020
Skills
Problem Solving
Negotiation
Adaptability
Critical Thinking
Equity Trading
Market Analysis
VBA
Asset Management
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.
equity research analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an equity research 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.
Lead Equity Research Analyst
Goldman Sachs
New York, New York
Goldman Sachs
New York, New York
To the respected Goldman Sachs Hiring Team
I am writing to express my interest in the Lead Equity Research Analyst role at Goldman Sachs. As an Equity Research Analyst with 3 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 curious and eager to learn, I have pursued my education and gained experience in areas like Risk Management to develop my skills in my work. This experience has given me the opportunity to lead major projects and provide my input in diverse areas, which have helped me gain a deeper understanding of the industry. I am excited to bring my passion and expertise to the role at this company and work towards achieving your organization's goals.
I appreciate the opportunity to apply for the Lead Equity Research Analyst position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Kind regards,
Percy Young
990-541-0441
[email protected]
Percy Young
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.