5 Amazing equity research analyst Resume Examples (Updated 2023) + Skills & Job Descriptions

Financial markets fascinate you. You have a talent for hunting down new investments in bonds, options, and stocks, and you always keep a close eye on the pulse of the global market. The company’s managers depend on you to make insightful recommendations on the best businesses to invest in for a potentially high return in the future. However, when is the last time you checked the pulse on your resume? Is it ready to go in an eye-catching format when you find a new job you want to apply for? A recruiter or hiring manager skims any given resume in an average of six seconds, so it’s vital to make sure all your analytical, research, and decision-making skills are written with the right keywords and laid out in a scannable design. We have an equity research analyst resume example, templates, and writing tips to help you create that type of document. Our professional advice can get your resume ready for your next career move.

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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

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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

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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

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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.

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

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

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.

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).

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.

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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.

Professional 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

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

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
youngpercy@protonmail.com

Percy Young

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