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equity research associate: Resume Samples & Writing Guide

Roger Patterson 114 Woodland Avenue, Lytton, IA 50561
pattersonroger67@zoho.com
756-504-9548

Professional Summary

 Highly motivated Equity Research Associate with extensive experience in financial services. Proven track record of providing insightful analysis and driving investment decisions to maximize returns. 

Employment history

Lead Equity Research Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2014 – Present
  • Building relationships with clients and industry contacts
  • Keeping up to date with market trends and developments
  • Preparing research reports and recommendations
Associate Equity Research Associate, Bank of America Charlotte, North Carolina
May 2013 – April 2014
  • Preparing research reports and recommendations
  • Assisting with the execution of transactions
  • Conducting due diligence on potential investments
Junior Equity Research Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2012 – April 2013
  • Keeping up to date with market trends and developments
  • Identifying and evaluating investment opportunities
  • Assisting with the execution of transactions

Education

Columbia University, New York City, New York
Bachelor of Arts in Business Law, March, 2012

Skills

Professionalism
Time Management
Teamwork
Relationship Management.
Financial Statement Analysis
Quantitative Analysis
Equity Valuation
Portfolio Management

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Nate Smith 392 Forest St., Eddyville, IA 52553
natesmith@icloud.com
684-939-9501

Professional Summary

 Dynamic and results-oriented Equity Research Associate with extensive experience in the financial services industry. Proven track record of providing insightful research and analysis to drive informed decisions. 

Employment history

Chief Equity Research Associate, State Street Corporation Boston, Massachusetts
June 2012 – Present
  • Communicating with clients and providing advice
  • Identifying and evaluating investment opportunities
  • Developing and maintaining financial databases
Equity Research Associate, State Street Corporation Boston, Massachusetts
January 2011 – May 2012
  • Communicating with clients and providing advice
  • Identifying and evaluating investment opportunities
  • Preparing research reports and recommendations
Jr. Equity Research Associate, Wells Fargo San Francisco, California
July 2009 – December 2010
  • Participating in industry conferences and events
  • Preparing research reports and recommendations
  • Developing and maintaining financial databases

Education

MIT Sloan School of Management, Cambridge, Massachusetts
Doctor of Philosophy in Economics, May, 2009
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Science in Finance, May, 2005

Skills

Negotiation
Presentation
Time Management
Creativity
Investment Analysis
Bloomberg
Market Analysis
Quantitative Analysis
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Harry Carter 415 Oakview Drive, Viola, IL 61486
harrycarter@gmail.com
775-695-1028

Employment history

Senior Equity Research Associate, Wells Fargo San Francisco, California
June 2018 – Present
  • Developing and maintaining financial databases
  • Participating in industry conferences and events
  • Communicating with clients and providing advice
Equity Research Associate, U.S. Bancorp Minneapolis, Minnesota
December 2016 – May 2018
  • Developing and maintaining financial databases
  • Communicating with clients and providing advice
  • Participating in the development of new products and services
Junior Equity Research Associate, JP Morgan Chase New York, New York
July 2015 – November 2016
  • Assisting with the preparation of presentations
  • Participating in the development of new products and services
  • Keeping up to date with market trends and developments

Education

Haas School of Business, UC Berkeley, California
Chartered Investment Counselor, May, 2015

Skills

Stress Management
Training
Planning
Business Acumen
Portfolio Management
Financial Reporting
Equity Research
Bloomberg
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Tony Nelson 299 Country Lane, New York Mills, MN 56567
nelsontony@outlook.com
706-176-6453

Employment history

Lead Equity Research Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
June 2015 – Present
  • Participating in the development of new products and services
  • Participating in industry conferences and events
  • Identifying and evaluating investment opportunities
Equity Research Associate, Morgan Stanley New York, New York
December 2014 – May 2015
  • Keeping up to date with market trends and developments
  • Assisting with the execution of transactions
  • Building relationships with clients and industry contacts
Junior Equity Research Associate, Citigroup New York, New York
June 2013 – November 2014
  • Participating in the development of new products and services
  • Coordinating with other departments in the firm
  • Communicating with clients and providing advice

Education

MIT Sloan School of Management, Cambridge, Massachusetts
Master of Arts in Finance, April, 2013
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Arts in Business Administration, April, 2009

Skills

Teamwork
Supervisory
Adaptability
Planning
Quantitative Analysis
Market Analysis
Derivative Valuation
Risk Management
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Karl Coleman 445 Cherrywood Avenue, Foster, IN 47932
karlcoleman@hotmail.com
816-510-8515

Professional Summary

 Highly motivated and experienced Equity Research Associate with strong analytical and communication skills. Proven track record of producing accurate and timely research and analysis for financial services clients. 

Employment history

Lead Equity Research Associate, State Street Corporation Boston, Massachusetts
February 2014 – Present
  • Assisting with the execution of transactions
  • Keeping up to date with market trends and developments
  • Participating in the development of new products and services
Associate Equity Research Associate, TD Bank Cherry Hill, New Jersey
February 2013 – January 2014
  • Participating in the development of new products and services
  • Keeping up to date with market trends and developments
  • Developing and maintaining financial databases
Entry Level Equity Research Associate, TD Bank Cherry Hill, New Jersey
August 2012 – January 2013
  • Identifying and evaluating investment opportunities
  • Conducting due diligence on potential investments
  • Developing and maintaining financial databases

Education

Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Business Law, June, 2012

Skills

Technical
Process Improvement
Decision Making
Analytical
Derivative Valuation
Corporate Finance
Capital Markets
Financial Modeling
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equity research associate Job Skills

For an equity research associate 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
  • Valuation Analysis
  • Equity Research
  • Investment Analysis
  • Excel
  • Bloomberg
  • Financial Statement Analysis
  • Financial Reporting
  • Quantitative Analysis
  • Equity Valuation
  • Equity Trading
  • Investment Banking
  • Portfolio Management
  • Risk Management
  • Derivatives
  • Corporate Finance
  • Capital Markets
  • Market Analysis
  • Accounting
  • Derivative Valuation

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 associate 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.

Quentin Hawkins 320 Highland Drive, Eagle Lake, IL 60401

Employment history

Senior Equity Research Associate, Goldman Sachs New York, New York
August 2018 – Present
  • Developing and maintaining financial databases
  • Conducting due diligence on potential investments
  • Assisting in the preparation of financial statements
Associate Equity Research Associate, Bank of America Charlotte, North Carolina
August 2017 – July 2018
  • Analyzing financial data and developing financial models
  • Conducting due diligence on potential investments
  • Keeping up to date with market trends and developments
Junior Equity Research Associate, Bank of America Charlotte, North Carolina
August 2016 – July 2017

    Education

    Haas School of Business, UC Berkeley, California
    Master of Arts in Business Law, June, 2016
    Haas School of Business, UC Berkeley, California
    Bachelor of Science in Finance, June, 2012

    Skills

    Interpersonal
    Public Speaking
    Communication
    Computer Literacy
    Valuation Analysis
    Investment Analysis
    Bloomberg
    Equity Valuation

    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 associate 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.

    Larry Taylor 263 Sycamore St., Flowood, MS 39288
    larrytaylor61@hotmail.com
    959-552-1027

    Employment history

    Lead Equity Research Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
    April 2023 – May 2022
    • Keepin up to date wit market trends n developements.
    • Parcticpating in the developement of new products an services.
    • Identifyin' an' evaluatin' investmant oppertunities.
    Equity Research Associate, TD Bank Cherry Hill, New Jersey
    November 2021 – March 2023
    • Assistin' with the execushun of transacshuns.
    • Identifyin' an' evaluatin' investement opportunites.
    • Prepairing research reports and recomendations.
    Entry Level Equity Research Associate, Morgan Stanley New York, New York
    May 2020 – October 2021
    • Analysing financail datA and Developing financail models.
    • Keepin' up ta date wit market trends an' developmants.
    • Participating in the developement of new products and servicess.

    Education

    Yale School of Management, New Haven, Connecticut
    Doctor of Philosophy in Business Management, April, 2020
    Yale School of Management, New Haven, Connecticut
    Bachelor of Arts in Business Administration, April, 2016

    Skills

    Interpersonal
    Attention to Detail
    Process Improvement
    Networking
    Financial Statement Analysis
    Accounting
    Capital Markets
    Financial Reporting

    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 associate Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an equity research associate 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.



    Roger
    Patterson     pattersonroger67@zoho.com
    756-504-9548
    114 Woodland Avenue, Lytton, IA
    50561

    Chief Equity Research Associate
    Goldman Sachs
    New York, New York

    Greetings Goldman Sachs Recruitment Team


    I am a passionate Equity Research Associate with 11 years of experience in Financial Services. I am excited to submit my application for the Chief Equity Research Associate position at Goldman Sachs, where I believe my skills and expertise would be a great asset to your team.


    As someone who has faced challenges in various areas of my life and has overcome them, I am confident in my ability to adapt and thrive in any environment. I have developed a reputation for being a collaborative team player and an effective problem solver, which has been instrumental in my career's success. With my experience and passion for Financial Services, I am excited to apply my skills to this role and contribute to your organization's growth and success.


    I appreciate the opportunity to apply for the Chief Equity Research Associate 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.


    Respectfully,
    Roger Patterson
    756-504-9548
    pattersonroger67@zoho.com

    Roger Patterson






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