Equities Research Resume Sample

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Tierra Daniel
30420 Luciano Wells,  Boston, MA
+1 (555) 105 8986

Work Experience

Equities Research VP
02/2017 - PRESENT
Chicago, IL
  • Analyze industry macro trends and company financials under the direction of the senior analyst
  • Monitor and maintain financial models and industry databases ensuring correct and up-to-date information for research reports
  • Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior analyst
  • Provide analytical support by maintaining and updating financial and valuation models on companies
  • Stock idea generation and investment case articulation
  • Keeping on top of company and macroeconomic newsflow in the Asia ex-Japan region
  • Input into thought process around portfolio construction and asset allocation decision-making
  • Oversight of portfolios (and flows) when the lead fund manager is away (medium-long term)
Equities Research Analyst
08/2013 - 09/2016
New York, NY
  • Good Understanding and knowledge of the Asian Emerging Markets
  • Good understanding of business modeling and accounting principals
  • Multi-task with strong attention to details
  • Excellent PC skills; advanced knowledge of Excel, Word and Power
  • Energy Equities as part of the Global Energy Sector Team
  • Prior research experience covering US energy companies required
  • Incorporate historical numbers and sensible logic-based projections into the models and analysis; decipher irregularities
Equities Research Positions Analyst
07/2006 - 03/2013
Dallas, TX
  • English and Thai fluency is essential
  • Discuss in detail your knowledge of the current market (including trends) for (Equities)
  • Mandarin Fluency is essential
  • Work on earnings models – both building new models and update existing models - Incorporate historical numbers and sensible logic-based projections into the models
  • Work on written research reports and presentations
  • Work with analyst teams on presentations
  • Primary research including channel checks
  • Learning about share price drivers


Naropa University
2001 - 2006
Bachelor's Degree in Performance

Professional Skills

  • Strong presentation skills – verbal and written
  • Strong tertiary qualifications in Commerce, Accounting, Economics, Finance, Engineering or Geology
  • At least five years of experience in equity research or in a relevant financial analysis role in mining or engineering
  • Some proven track record of Australian client recognition in the last 2-3 years (key relationships, at least top 7 average ranking - preferably better)
  • Proven ability to enlarge the footprint and impact of your area in the bank
  • Experience in equity reserch and portfolio management
  • Solid understanding of business modelling and accounting principals

How to write Equities Research Resume

Equities Research role is responsible for research, equities, security, securities, modeling, word, analysis, accounting, drivers, compliance.
To write great resume for equities research job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Equities Research Resume

The section contact information is important in your equities research resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Equities Research Resume

The section work experience is an essential part of your equities research resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equities research responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equities research position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Equities Research resume experience can include:

  • English and Chinese fluency is essential (ie. Ability to translate news and new regulation from Chinese to English within minutes; ability to draft business letters in Chinese)
  • Monitor and manage portfolio risks and controls, ensuring compliance is adhered to
  • Native in Mandarin and English are required
  • Perform fundamental research on assigned sector/companies
  • Identify trends in equity market strategies and sectors and assist in developing the equity investment strategy, selection process, criteria and vehicles to optimize the performance of existing equity investments
  • Participate in the analysis of equity market technical factors and local economic conditions, fiscal and monetary policy

Education on an Equities Research Resume

Make sure to make education a priority on your equities research resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equities research experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Equities Research Resume

When listing skills on your equities research resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical equities research skills:

  • Achieves exceptional results for clients and/or the bank by applying leading edge knowledge and mobilising the best resources in an effective way
  • Compile relevant supporting information to present ideas to the Head of Equity in stock selection and portfolio monitoring
  • Helps execute cash flow related buy/sell decisions resulting from the management of the existing portfolio
  • Asisst with the implementation of Strategic Asset Allocation and Tactical Asset Allocation decisions deriving from relevant ALMIC decisions
  • Proficient with Microsoft products, in particular Word, PowerPoint and Excel
  • Capital Markets / Investments

List of Typical Skills For an Equities Research Resume


Skills For Equities Research Analyst Resume

  • Supports analysis of individual securities considering the economic prospects of the issuer, its profit and cash flow generating ability and liquidity needs, and other relevant factors in order to determine the suitability of each security for purchase or appropriateness of securities held in the portfolio for sale
  • Support Head of Equiry in the analysis of investment opportunities, analyzing risk and return trade-offs and the impact on accounting results, regulatory capital requirements, and liquidity needs and contribute to implementing best-practice performance measurement of equity portfolios
  • Support the construction of the equity portfolio and trade execution through efficiently executing trades, careful sector allocation, exposure and liquidity, complying with constraints and limits expressed in the investment guidelines, including opportunities to optimize and dispose of securities
  • Participate in the monitoring and managemenet of cash flow, performance, exposure, risks, income forecasts, portfolio cash flows, leverage and liquidity of the Equity portfolio
  • Assist in the performance attribution analysis to explain differences between portfolio and benchmark returns as well as actual and planned investment income
  • Identify attractive investment opportunities or trends in various equity strategies as well as undesirable style drift, unexpected performance trends, or other adverse developments with respect to managers and the equity investments and develop action plans and/or disposal strategies for underperforming Equity investments

Skills For CIB Equities Research Analyst, Resources Resume

  • Support the implementation of initiatives to improve processes, develop policies and generate innovation related to the local implementation of the Group's investment strategy to deliver process or output enhancements
  • Provide regular reports and commentary for the local Asset/Liability Management Committees to inform on and analyze investment-related aspects relevant for the local investment units
  • Personal and/or professional investment experience
  • Experience with market data services (ex. Factset, Bloomberg etc.)
  • Knowledge of the European Technology or Medtech Sector is an advantage
  • CFA qualified or in progress
  • CFA designation or in progress

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