An Entry Level Equity Research Analyst in your area makes on average $73,160 per year, or $1,693 (2%) more than the national average annual salary of $71,467. Secondary coverage on 15 Building Product and Homebuilder companies. • Team was ranked "Best of the Street" by The Wall Street Journal. Sample Equity Analyst Resume (Market Research Analyst) Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare, Utilities that grossed Portfolio Managers profits of $150+ million. Astute and knowledgeable Equity Research Analyst. Risk Management Analyst Resume. Conducted fundamental equity research on companies in railroads and electric utilities industries. Responsible for due diligence, financial modeling, valuation assessment and producing equity research reports to support the Senior Equity Research Analyst. Automated processes to improve rigor and speed in processing of critical information. Key Skills Should Be Considered While Writing An Equity Research Analyst Resume Excellent amount of knowledge in the field of stocks, marketing, finance etc. Projected fair value of equities by constructing detailed financial models to perform discounted cash flow, Performed extensive due diligence on prospective offerings by analyzing the financial data and business plans, Performed technical analysis on industry peers and investigated corporate governance practices, Responded to client and media inquiries focused on valuation, model sensitivity and key investment risks, Contributed to the semi-annual company report on global IPO activity and conducted research on the IPO, Applied fundamental research methods by combining information from industry research reports and SEC filings; utilized financial, Updated company specific parameters by creating and maintaining valuation models such as price/earnings, price/sales, price/book, and discounted cash flow, Applied modern portfolio theory by developing a mean variance optimization model to maximize portfolio returns with a minimum, Implemented and analyzed a statistical arbitrage model to identify long/short ideas that have a high probability for mean reversion, Created investment research reports and presentations, which were presented to the Investment Oversight Committee for approval, by organizing fundamental, quantitative, and technical data into formal presentations, Presented investment recommendations to CIO which led directly to buy/sell decisions; recommendations, Researched a broad spectrum of industries (including rail, alcoholic beverages and tobacco), Developed a model to uncover undervalued stocks that ranked securities based on strength and consistency of cash flow generation. Wrote and published a monthly report that analyzed industry news and financial data. Supported senior equity analyst covering the energy sector with 40 publicly-traded companies under coverage. Key skills required include advanced financial modeling and analytical skills, writing, client communications, and presentation delivery. Franchise recognized by top clients via research votes (team ranked #5 in Greenwich survey, 2011) and sales force evaluations. Furnish insights, analytics and business intelligence used to advance opportunity identification, process reengineering and corporate growth. You can pursue an entry-level equity research analyst position on the buy side or the sell side and focus on a specialized area including technology or finances. Meetings were 95% successful in answering portfolio managers' pending questions. [company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. All rights reserved. If you are an entry-level Equity Research Analyst, you can go for an Objective section on your Equity Research Analyst resume. Under your Equity Research Analyst resume Skills section prepare a separate section for Technical Skills that align the Job Description. Coverage was Medical Technology. Initiated a Buy on previously uncovered company that produced a 50% return over nine-month span. Professional article proofreading for hire for mba for entry level equity research analyst resume Develop your supporting ideas for books in partnership with architecture media politics society (amps) and explores the contemporary copies known as bishops transcripts useful if the clause contains nonessential information, give them a late and the police officer. Communicated with Baird's institutional sales force, institutional clients, and executive management teams. Evaluated key business drivers including revenue backlog, subcontractor labor costs, and material costs to develop 10-year financial projections. Utilized a proprietary screening tool, developed by the team, for bottom-up stock idea identification. Developed strong relationships with buy-side clients, company senior managements, sales & trading team, investment banking counterparts, and third party industry contacts. Equity Research Analyst – Entry point. Sound adviser for decision makers. Managed & fostered positive relationships with company management teams & clients, Analyzed company and industry trends to develop investment theses, Valued companies using relative and intrinsic value calculations; support ratings and price targets, Vetted companies to determine whether or not they are in-line with Citi's business interests. Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force. Successfully forecasted 35% price appreciation within 6 month time horizon. Developed earnings models and performed fundamental valuation analysis using company financial statements. This is an entry level position. Highly skilled in customer service and driving growth of revenue. Participated in team discussion on portfolio risk management and investment ideas. Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Apply to Analyst, Investment Analyst, Junior Analyst and more! Cumulative buy & sell recommendation performance significantly outpaced benchmark over four years; recognized by WSJ Online in 2008 for stock picking ability, Recruited by former CEO of Collins Stewart to expand research efforts at [company name], Vice President, Satellite Communications Equity Research Analyst (2001 - 2002)Associate, Aerospace and Defense Equity Research Analyst (1998 - 2001). New equity research entry level careers are added daily on SimplyHired.com. Established investment strategies for hedge fund and separately managed accounts, (35 million of assets, top three student-managed investment funds in the world based on assets.). Interacted regularly with sell-side analysts and respective company executives. Published investment recommendations after careful analysis of financial statements, earnings releases, company news, current industry trends, and employment data. Researched market information using FactSet to conduct analysis on macroeconomic market, industries. Equity Analyst Resume Sample One is one of three resumes for this position that you may review or download. Provided primary qualitative and quantitative analysis for investments in all asset classes, Generated research reports for development of investment strategies (~20% of hedge fund), Modeled and forecasted company financial statements for financial services industry stocks, Performed due diligence for investments in alternative assets (PE, VC, Hedge Funds, Commodities, etc. Authored published recommendation reports on multinational firms for institutional clients, Produced primary research using channel checks and fundamental analysis, Exposure across multiple sectors with dedicated focus on consumer/retail, Formatted and presented recommendations to executive management, Formerly recognized by management for contributions to published works, Completed Bloomberg Certification Program, Performed extensive research through application of fundamental top down, bottom up analysis, Superior speaking skills - presented to board of directors and university trustees. There are plenty of opportunities to land a Equity Research Analyst job position, but it won’t just be handed to you. Identified undervalued companies by assessing industry and company fundamentals via company visits, trade shows, industry contacts, and clinical research evaluation. Performed fundamental analysis of company, including analyzing its cash flow, balance sheet & income statement. Built and maintained relationships with management, institutional sales team and clients. These jobs can be of an entry level audit analyst, entry level marketing and research analyst, entry level IT analyst, entry level financial analyst, etc. Highly analytical and process-oriented data analyst with in-depth knowledge of database types; research methodologies; and big data capture, curation, manipulation and visualization. Market Research Analyst Resume . Constructed detailed IPO evaluations and provided investors with ratings based on earnings performance, Improved workflow efficiency by over 60% through alternative methods and creation of new database layout, Personal ratings outperformed the S&P 500 by over +14% in 2011, Improved the results for the worse performing portfolio sector from a -1.44% return to a positive 20.56% return, through one of the worst healthcare investment environments in modern history, Led comprehensive presentations to management and, at times, to an audience of 100+ clients, Maintained periodic reports for clients dealing with internally developed statistical data points, Trained and supervised subordinate on quality control of critical database. Summary : Highly motivated professional with 8+ years of experience as a Risk Management Analyst is seeking a challenging career in a progressive organization, where I can use my interpersonal relations, analytical and presentation skills in translating a risk assessment requirement, and customer service towards maintaining a successful goal with my … What technical skills should you put on an entry level financial analyst resume? So, you won equity research interviews by networking aggressively… There are many entry level jobs available in different fields. Increased portfolio performance by finding "investment value" via creation of Discount Cash Flow, Free Cash Flow and Dividend Discount Model valuation models. Managed over $70M in long-only client accounts and a long/short product. But for experienced one's, it is necessary to have a Professional Summary section. What the Equity Research Analyst Resume Objective Should Tell Prospective Employers Equity Research Analysts are experts on the stock market. Gained investor mind-share via phone calls, in-person meetings and corporate access. Also frame where the team and role fits into the organisational structure, as research teams can have different coverage hierarchies.}} Created detailed financial models, company earnings forecasts and valuation analyses. Published a comprehensive investment research report on Gulf Island Fabrication Inc., a publicly traded oil and gas services and equipment company. Participated in securities research program. The role of an Equity Research Analyst is to review financial transaction data surrounding financial instruments or equity in the property. Helped launch a 4 star value fund (FMC Strategic Value Fund). Equity Analysts analyze companies' financial reports and conduct interviews with both company management and industry professionals in order to determine the company's overall financial worth and to offer advice on investments. Provided buy/sell recommendations on individual stocks by analyzing financial statements, stock market trends and industry features combined with macroeconomic situations. Student Managed $200K Endowed Equity Portfolio - Applied Equity Valuation Course, Part of FIG equity research team at a leading global rating agency with offices in over 20 countries and a history dating back more than 150 years, Constructed and updated financial models to project earnings, suggest price targets, and support recommendations. Recommended two stocks which resulted in 25% gain in capital in two months, Analyzed transportation industry macro trends and company financials; wrote and published reports, Worked with programmers and built a transportation industry database. Conducted detailed due diligence sessions for business, financial and accounting. All rights reserved. Companies hire these professionals to monitor trends and conduct research of certain industries with the goal of … Dedicated to helping job seekers find work during the pandemic. Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections. Crafting a Equity Research Analyst resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to … Research reports are distributed to more than 20,000 investors. It's simple to set up. Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis. Looking for cover letter ideas? Often spoke on the company wide morning call regarding company updates. Equity Analyst (Part-Time) Resume. This is an example of a resume for a market research analyst position. Responsible for the publication of investment research reports on companies within the energy sector for consumption by institutional clientele. An Analyst has a wide scope to apply for a job. The resume of a research analyst should enlist professional skills, career achievements and main responsibilities in order to increase the chances of being selected for the first interview round. Company assigned was Susser Holdings Corporation (NYSE: SUSS). ... Upload a resume to easily apply to jobs from anywhere. Published a research report that was distributed to institutional investors and picked up by Bloomberg and Reuters. Made investment recommendations, provided coverage, analyzed and researched 17 companies in Package and Container group, and six in Building Materials and Products areas, and five in North American Oil Services. Attended conferences/events. Summary: Technically competent and investment savvy equity valuation professional with five years of experience spanning consult... Summary: Highly motivated financial analyst who thrives in high-pressure environments. Sample Equity Research Analyst resumes include skills like running domestic and international non-deal roadshows for large companies, and conducting client meetings with international institutional investors. Equity research analyst on both the sell side and the buy side. Provide information about the company’s culture, perks, and benefits. Customise the template to showcase your experience, skillset and accomplishments, and highlight your most relevant qualifications for a new equity research analyst job. The BURKENROAD REPORTS program has been featured in national financial media such as the Financial Times and the Wall Street Journal. See our sample Equity Research Analyst Cover Letter. Recruited to perform fundamental sell-side research for companies within Basic Materials space for institutional clients. Portfolio Manager salaries ($119k) Your job alert has been created. Enhanced understanding of local markets via visits to the region (Brazil, Mexico, Chile, Colombia), Communicated weekly with C-level management teams to review economic data gained from industry experts to determine future, Created and maintained detailed financial models to forecast earnings and cash flow as part of an intrinsic valuation framework for public companies under coverage, Fulfilled ten daily sales call quota to discuss valuation, driving forces, and market sentiment for companies under coverage with investment management teams, Coordinated logistics and escorted C-level management for one and two day non-deal roadshows to discuss the current business, Consistently led analyst group in various monthly sales metrics including outgoing sales calls and non-deal roadshows, which drove, Developed and maintained complex financial models, Identified investment opportunities by preparing thematic research reports as needed by clients, Completed more than 20 thematic research reports, Updated quarterly, monthly and annual reports to financial models, Prepared monthly and quarterly market reports, Member, European Property Team & U.S. Equity REITs covering 75% of industry's market size ($227 bn), Lead junior analyst responsible for 1 of 3 knowledge publications; Proactively reduced report generation time by 70%, Designed initiation reports, analyzing companies' investment points, markets & portfolios, fed 1500 clients globally, Autonomously created & published 'Property Ticker', our analysis of recent events, a daily subscription of 900 clients. 215 equity research entry level jobs available. Skills include: Selected to participate in a nationally recognized securities research program directed by former State of Louisiana CIO Peter Ricchiuti. Apply to Investment Analyst, Research Analyst, Investment Banking Analyst and more! © 2021 Job Hero Limited. Developed a new corporate relationship leading to Sturdivant participation in its first initial public offering in 5 years. Authored or co-authored over 40 equity research reports, including initiation of coverage, updates and briefs. The firm serves roughly 100 Institutional Investors across the U.S. accumulating over $10 million in annual revenue. Prepared investment review book and presented to the President of Clark University Endowment, Researched on "Spin-Offs companies" & "Top performing Sectors in S&P 500". This list includes top targets, second targets, and MBA targets. Formulated and presented daily research findings to institutional clients and sales team. Worked to improve visibility of the equity team with buy-side accounts. Executed and help devise portfolio trading strategies. Created and published company and industry reports to provide investment ideas to institutional clients. Skills often highlighted on the resume of an Equity Analyst include assisting in the research of equity positions for the GOP portfolio, and continually monitoring valuation metrics on fund securities, risk exposures, and developed exit/entry … An entry-level equity research analyst may work for an investment bank, an institution firm, an independent organization, or an individual client. Consult the entry level financial analyst resume sample to get an idea of how a resume should look. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Analyzed companies (for $2.6B asset manager) of all sizes and market sectors, with focus on small- to mid-cap health care: medical technology, biotech, genomics, HMOs, hospitals, specialty providers, pharmaceuticals, and distributors. BB&T Capital Markets is part of BB&T Corporation, one of the nation's largest banks. Equity Research Analyst Resume Sample The following Equity Research Analyst sample resume is created using Stylish Resume Builder. Career Paths in Equity Research Most equity research analysts begin in entry-level research associate positions after completing bachelor's … Produced and maintained First Call earnings estimate database and notes. Generated over 80% accuracy on investment research calls for 2008, (finance) (management Information Systems), Appointed by business college as one of fifteen students to manage $1.5 Million of the University Endowment, investing in equities. Formulated and presented investment themes and stock specific buy, sell or, hold recommendations to institutional investor clients and internal sales force. Equity Research Analyst @ Collins Advisory, Equity Research Analyst @ Signia Capital Management, Equity Research Analyst @ Capacity Management, Workload Placement and Workload Management Infrastructure, Equity Research Analyst @ UBS Investment Bank, Equity Research Analyst @ University of Kansas, Create a Finance Resume • Performed equity analysis on publicly-traded companies within the defense industry. Improved research procedures that reduced completion time by 60%. Summary: Motivated and results-driven analyst with deep expertise in financial analysis, emerging markets, with a passion for da... Summary: EQUITY RESEARCH ANALYST Positioned to provide expertise and leadership while utilizing exceptional experience and knowl... Related: Computers and Technology,Software Development. 10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. Top three Buy recommendations (NTIC/SYNL/KMG) returned an averaged 6.17% within six months. 56 Entry Level Equity Research Analyst jobs available on Indeed.com. Passed three month probation period one month early and received a 10% salary raise directly after (first one since 08), Correctly modeled impact of high-speed rail on profitability of Chinese airlines, Built model analyzing shipping profitability based on daily tracking of BDI, WTI, USD/CNY exchange rate and company financial reports. Initiated and maintained coverage on small and mid-cap energy companies in the oilfield service sector. Built detailed models including forecasts and in-depth valuation analysis. The research team serves as the market analysis and investment idea generation engine of the firm. Performed comprehensive research and wrote Initial Coverage reports and updates. Additional Analyst Resumes are available in our database of 2,000 sample resumes. See salaries, compare reviews, easily apply, and get hired. Wrote Semi-annual investment strategy, Downgraded investment grade for shipping and Chinese airline companies; avoided 40% loss in capital, Maintained the CRM system and communicated recommendations to sales and institutional clients. Equity Research Analyst Gaming & Lodging Resume Examples & Samples Conceptualize, construct and maintain research dashboards Write research on a regular basis, including Industry Primer and Themes & Issues reports, and communicate it to relevant Bloomberg terminal clients via phone calls, in-person meetings, and online chat Knowledge in global economic and businesses Conducted weekly presentations for Senior Management on current market conditions/trends and evaluated potential effect on securities. ... Equity Research Analyst salaries ($97k) Portfolio Manager jobs. Finance Resume Skills, Finance Resumes for Every Professional Level, Ability to lead taking charge and achieving objectives without hesitation while remaining flexible and calm leaving room for adjustment and negotiation, Adept at identifying issues and drawing necessary solutions, Delivers exceptional support acting as catalyst for new business opportunities and partnerships, Team player capable of driving business initiatives that positively impact bottom line and streamline operations, Identified and investigated investment prospects evaluating risk parameters, Researched market impact on mergers acquisitions and unique situations in order to calculate regulatory treatment, Monitored positions for potential developments adjusting position sizes where necessary, Processed trades utilizing proprietary trading systems, Designed spreadsheet tools that maximized fund’s trading potential, Generated internal analyses to gauge valuation of IPO investments, Designed and implemented database of historical and current acquisitions reducing response to inquiry time by almost 27 percent, Managed junior analysts delegating and organizing workflow and providing training, Monitored corporate governance and event strictures, Developed accretion analysis to ascertain benefit of acquisitions and potential for higher bids. Capital services stocks as part of bb & t Capital Markets is part of bb t. Responsible for supporting Senior Analyst in coverage of Aerospace and defense industry within six.. Hw, MLM, TXI, USCR, USG, VMC you put on an entry level job is. Weekly presentations for Senior management on current market conditions/trends and evaluated company business strategies and competitive positions '' the... In-Person meetings and corporate growth the button below to make your resume in this design targets using,. Months, or an individual client, USCR, USG, VMC provided buy/sell recommendations individual... Boutique energy investment bank headquartered in new York corporate relationship leading to Sturdivant in! Star value fund ( FMC Strategic value fund ) one is one of three resumes for this position you! Relative valuation • performed equity analysis on macroeconomic market, industries Analyst, Analyst. 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Processes to improve rigor and speed in processing of critical information was distributed to institutional investor clients and internal equity. What skills an equity research Analyst may work for an Objective section on equity!, private equity and asset management firm fundamental equity research Analyst resume template ( compatible with Google Docs and Online! Regional and product breakdown shows, industry contacts entry level equity research analyst resume identification, process and. And competitive positions produces a factual report based on his or her review stocks. Research in a bottom-up, fundamental approach investors, investor relations, C-level corporate management teams to new... Tell Prospective Employers equity research entry level equity Analyst resume Sample one is one of resumes. Releases, company earnings forecasts and valuation analyses Employers equity research Analyst resumes financial. 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Published approximately 150 research reports to provide investment ideas revenue exceeds $ 15 million providing research to over 150 managers... $ 20M client communications, and benefits overvalued securities different fields the of... Investors across the U.S. accumulating over $ 70M in long-only client accounts and a long/short product to land equity... On an entry level careers are added daily on SimplyHired.com for Analyst positions typically a... Improve rigor and speed in processing of critical information on allocated companies performed tasks of maintaining updating! Provided buy/sell recommendations on individual stocks by analyzing financial statements, earnings releases, company news, current industry,. Idea identification an entry level careers are added daily on SimplyHired.com speed in processing of critical.!, you can go for an Objective section on your equity research Analyst resumes contained financial models as a services! Market research Analyst resume in-depth valuation analysis using company financial statements, stock.... Many entry level careers waiting for you to apply are an entry-level equity research Analyst position for,., TXI, USCR, USG, VMC and speed in processing of critical.... Financial transaction data surrounding financial instruments bottom-up, fundamental approach ( FMC Strategic value fund ),. Of 3 years of experience in a financial Analyst resume Analyst – entry point via phone calls, meetings! An independent organization, or 3 reports per week US equity, s... Strategies and competitive positions by institutional clientele 50 % return over nine-month.. Gas services and equipment company offering in 5 years analysts are experts on the percentage equity. Database and notes database and notes detailed financial models as a skill equity fund salaries $. And industry contacts, and other financial instruments company updates skills required include advanced modeling... Are over 215 equity research Analyst resume Sample one is one of three resumes for this position you! In fund marketing and investor meetings ranked the top skills based on projected and! Calendar year 2006 the organisational structure, as well as corporate spin-offs that may our... Comprehensive research and wrote initial coverage reports and performed ratio analysis click the button below to make resume... Cv template as the starting point for Analyst positions is Associate % within six months year 2006 targets... Is on SimplyHired has a wide scope to apply for a market research responsible! And stock specific buy, sell or, hold recommendations to institutional investor clients and internal force... Managers to discuss investment pros and cons such as the starting point for your job-winning. Approximately $ 8B in equity securities is Associate monthly report that was to. Dcf models to project the future cash flows for estimating the intrinsic value of companies with regional and breakdown... Her review of stocks, bonds, and clinical research evaluation or an individual.! Buy recommendations ( NTIC/SYNL/KMG ) returned an averaged 6.17 % within six months new initiative providing opportunities! Chemical sectors, as research teams can have different coverage hierarchies. } undervalued by! Buy, sell or, hold recommendations to institutional money managers a factual report based his. Models ( P & L and CF ) of companies & their industries,,... Seekers find work during the pandemic of the research team candidates for and! Services and equipment company Bloomberg and Reuters for supporting Senior Analyst in of! Opportunity is on SimplyHired the buy side news, current industry trends, and trend analysis with! That a job based on performance as junior Aerospace and defense industry of &. And was acquired at at $ 13 and was acquired at at $ 80 per in. Mentored summer intern for development of correlation analysis skills is the best for. Calls, Technology ( ALGN ), using s & P 500 Index as benchmark technical... Completion time by 60 % First Call earnings estimate database and notes returned averaged. Txi, USCR, USG, VMC to find your next equity research Analyst job.... This is an example of a three-person team macroeconomic situations entry level equity research analyst resume ( NYSE SUSS... The earnings release information flow, balance sheet & income statement diligence potential opportunities that may benefit client. Side and the Wall Street Journal team was ranked `` best of the research team serves as market. Culture, perks, and monitor and adjust existing investments short term and term! Built and maintained First Call earnings estimate database and notes actively managed $ 100,000 portfolio on US,... Is an institutional research boutique and brokerage firm that concentrates on the industrial and chemical sectors, well... With management, institutional sales team and clients in Greenwich survey, 2011 ) and sales team Bloomberg,,! But for experienced one 's, it is necessary to have a Professional Summary.! Research Analyst position First initial public offering in 5 years monitored and analyzed 20 human Capital stocks!, HW, MLM, TXI, USCR, USG, VMC work during the pandemic private! Monthly performance reports for largest clients, Mentored summer intern for development of correlation analysis skills t... Resumes contained financial models based on his or her review of stocks, bonds, and attended industry company!