Equity Research Analyst Resume Sample

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Gerhard Stracke
422 Mann Parks,  San Francisco, CA
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Work Experience


Senior Equity Research Analyst
07/2015 - PRESENT
San Francisco, CA
  • Research, analyze, monitor, and communicate individual stock and other equity linked investment opportunities
  • Be highly-numerate with exceptional financial analysis and modelling skills
  • Possess excellent written and verbal communication abilities to communicate ideas succinctly
  • 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
  • Attend industry conferences and medical meetings
  • Provide analytical support by maintaining and updating financial and valuation models on companies
  • Assist in writing research notes and reports based on senior analyst's investment theses
Equity Research Analyst
03/2011 - 04/2015
Detroit, MI
  • Work experience (not limited specifically to equity research)
  • A good understanding of financial accounting, including reviewing and interpreting annual reports and financial statements would be a benefit, but not necessarily a requirement depending upon other industry experience
  • Need strong computer skills, strong working knowledge of excel
  • Proven ability to pick stocks which outperform peers
  • Technical knowledge of analyzing financial information including company results, profit and loss, and cash flow statements
  • Effective written, verbal and interpersonal skills with a competence in presenting in a professional and influential manner
  • Present clear and succinct analyses to all levels of readers
Junior Equity Research Analyst
12/2007 - 09/2010
New York, NY
  • Business experience in industry, consulting or investment banking
  • Solid understanding of business modeling and accounting principals
  • Equity research experience, specializing in the Consumer Discretionary sector
  • Develop & maintains relationships with internal departments and external market professionals
  • Equity research experience, specializing in the Financial Services/Banking sector
  • Equity research experience, specializing in the Energy sector
  • Equity research experience, specializing in the Software and Services sector
  • Equity research experience, specializing in the Semiconductors and Technology Hardware Sector

Education


Lindenwood University - Belleville Campus
2003 - 2007
Bachelor's Degree in Finance

Professional Skills


  • Exceptional analytical and quantitative skills; strong financial modeling skills required
  • Strong collaboration skills and effective in a team environment; proven ability to effectively transfer knowledge and to build team competence
  • Good financial modeling skills and valuation skills
  • Strong analytical and problem solving skills with capability of identifying trends and/or issues
  • Strong analytical skills including financial and accounting knowledge
  • Excellent financial modeling and equity valuation skills
  • Strong skills to analyze and simplify complex projects, coming up with clear and well-founded investment conclusions

How to write Equity Research Analyst Resume

Equity Research Analyst role is responsible for analytical, financial, modeling, excel, english, accounting, quantitative, finance, interpersonal, mandarin.
To write great resume for equity research analyst job, your resume must include:

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

Contact Information For Equity Research Analyst Resume

The section contact information is important in your equity research analyst 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 Equity Research Analyst Resume

The section work experience is an essential part of your equity research analyst 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 equity research analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity research analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Equity Research Analyst resume experience can include:

  • Strong communication skills in English, both verbally and in writing. Working knowledge of Dutch language
  • Excellent Mandarin and English language skills, both written and spoken
  • Good English and Chinese skills
  • Exceptional analytical skills, including financial and accounting knowledge
  • Be highly-numerate, with exceptional quantitative, financial analysis and modelling skills
  • Demonstrate a natural ability to build good relationships and enjoy communicating at all levels with internal sales teams, company management and clients

Education on an Equity Research Analyst Resume

Make sure to make education a priority on your equity research analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equity research analyst 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 Equity Research Analyst Resume

When listing skills on your equity research analyst 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 equity research analyst skills:

  • Effective communication and interpersonal skills to maintain good relationships with industry counter-parties as well as internal distribution channels
  • Strong communication skills, including the ability to explain complex topics in a simple manner – both in person and on paper
  • Financial modelling skills, strong knowledge of Excel
  • Strong written and verbal communication skills. Writing samples required
  • Good technical skills, including proficiency in Microsoft Office
  • Solid financial modeling and spreadsheet skills

List of Typical Experience For an Equity Research Analyst Resume

1

Experience For Junior Equity Research Analyst Resume

  • Strong numeric, analytical and investment skills
  • Exceptional analytical skills, including financial modeling and accounting knowledge
  • Demonstrated experience in using fundamental research and modeling techniques to drive stock selection
  • Evaluate investment opportunities in a timely fashion and effectively communicate conclusions
  • Superior analytical skills, attention to detail, and ability to multi-task
2

Experience For Senior Equity Research Analyst Resume

  • Preferably 2-4 years’ experience in financial related field, especially equity research or investment banking with preference for China A-share coverage
  • At least seven years of relevant experience analyzing companies in the Insurance industry
  • Experience/education in corporate finance such as investments, equity research or investment banking
  • Three to six years experience in institutional buyside equity investing
  • Able to work under pressure with strong interest in investing/ financial markets
  • Experience analyzing companies in the internet sector
  • Good understanding of financial accounting and analysis
  • Relevant equity research experience in banking sector
  • Experience analyzing Internet and/or Media companies
3

Experience For Cib-equity Research Analyst Moscow, Russia Resume

  • Experience analyzing Industrials companies
  • Investment industry experience as a fundamental research analyst
  • Experience analyzing companies in the internet sector
  • Experience/education in Energy
  • Research experience
  • Strong comprehension of financial statement and accounting guidelines
  • Strong work ethic and initiative and positive, team-first attitude imperative
  • Related work experience since graduation from an undergraduate program
4

Experience For Am-equity Research Analyst Resume

  • Experience within an insurance consultancy or company would be highly valued
  • Strong bottom-up fundamental approach to research
  • Maintaining sector databases and analyzing sector KPIs and interpreting their read-through for the sector
  • Writing research notes and making buy or sell recommendations
  • Arranging and running company meetings
  • Attending relevant group meetings and sharing investment ideas
5

Experience For Cib-equity Research Analyst Resume

  • Communicating ideas and knowledge to Portfolio Managers regularly
  • Presenting an industry review to Portfolio Managers and other Analysts/Associates
  • Managing client requests
  • Conducting proprietary research
  • Conduct proprietary research including interviewing company management, customers, and suppliers
  • Responsible for researching a given number of stocks using a variety of research and investment techniques
  • Competency in dissecting and valuing both hyper-growth and mature business models
  • Competency in dissecting and valuing business models
  • Interview corporates, attend analyst briefings, develop earnings forecast models, analyze emerging trends/themes in the industry, write research reports
6

Experience For Asian Equity Research Analyst Resume

  • Co coverage analysts focusing on the chemical sector
  • Makes recommendations to investment officers and account administrators concerning assigned corporations or committees
  • Analyze equity securities for investment purposes. Synthesize data from many sources including interviews, financial models, trade shows, conferences, etc
  • Serve in a global generalist capacity, with coverage responsibilities spanning multiple geographies and industries
  • Prepare written reports for internal and client reporting
  • Maintenance work for sector research, preparing regular financial products such as sector valuations, sector notes and market commentaries
  • Maintenance work for company research, preparing regular financial products such as company valuations, company notes and peer-companies commentaries
  • Prepare marketing presentations/statistical exhibits for analysts (client)
  • Develop and investment recommendations to stakeholders (Private banking, Institutional and Corporate clients)
7

Experience For Equity Research Analyst, Tokyo Resume

  • Financial modelling and projection
  • Act as a spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates
  • Valuation, modeling and financial analysis of insurance and other financial companies
  • Assistance and responsibility for writing reports that analyze aspects of companies and industries
  • Answer inquiries from portfolio managers regarding individual securities or industry groups, and meet with clients with exposure to the sector
8

Experience For Senior Equity Research Analyst Banking Resume

  • Work with contacts to develop an understanding of current fashion trends
  • Self-awareness and self-confidence to be comfortable “being wrong;”
  • Valuation discipline, knowledge of accounting methodologies, and ability to evaluate capital allocation decisions
  • A tertiary qualification a relevant discipline (e.g. Actuarial, Commerce, Accounting, Economics, Finance)
  • Build detailed financial models and to understand accounting is required
  • Display a willing and motivated approach to work as well as the initiative to help build a quality research product
  • Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)
  • Interpret quantitative and qualitative data to help support decision making
9

Experience For Healthcare Equity Research Analyst Resume

  • Perform financial modeling & valuation work
  • Capacity to work under demands for time and resources and successfully meet tight deadlines in a dynamic environment
  • Highly responsive and committed to results
  • Native fluent English is required
  • Perform thorough fundamental analysis of a company’s business and financial position; including cash flow analysis, balance sheet and income statement evaluations
  • Gather and analyze data on coverage sector and corporates; assist content creation for research
  • Answer queries from and interact with internal and external clients across business units; provide backup for internal presentations on Japan economy to local and global colleagues
10

Experience For Equity Research Analyst European Technology Hardware & Payments Resume

  • Work seamlessly with global colleagues in research, sales, and trading; contribute Japan content to global reports
  • Potential candidates could range in level from Analyst to Associate
  • Besides, one of the key responsibilities is to engage data analysis and summary to describe current and long term trends in the sector
  • A self-starter with the potential for either immediate stock coverage, or to develop towards stock coverage within 12 months
  • Interest in stock markets and valuation
  • Actively engaged with Russell’s Emerging Markets portfolio management team, communicating on conditions/risks/opportunities within the equity market as well as opinions on investment managers
  • Performing thorough fundamental analysis of a company’s business and financial position, the quality of the franchise, the sustainability of its competitive advantage and growth potential
  • Identifying companies and producing investment recommendations within a broad coverage universe consistent with the team’s investment philosophy and process
  • Bachelors/masters with a major of accounting, finance or investment analysis related

List of Typical Skills For an Equity Research Analyst Resume

1

Skills For Junior Equity Research Analyst Resume

  • Strong numerical / analytical skills
  • Good language skills (Chinese and English) are essential
  • Efficient time management and excellent organizational skills; and
  • Excellent written and verbal communication skills
  • Strong communications skills with the ability to communicate in a timely and investment-relevant manner
  • Excellent oral and written communication skills in English; additional languages desirable
2

Skills For Senior Equity Research Analyst Resume

  • Writing skills for extensive report writing
  • Mandarin reading and writing skills
  • Strong academic background; BA + 3+ years equity research or investment banking experience required
  • Strong academic background; BA + 1+ years equity research or investment banking experience required
  • Strong academic background; BA + 1 years equity research or investment banking experience in energy, pref MLPs is required
3

Skills For Cib-equity Research Analyst Moscow, Russia Resume

  • Demonstrated commitment to, relevant experience in, and passion for impact investing
  • Related energy research, investment banking experience or industry experience required. Those who have worked in industry are encouraged to apply
  • Solid experience in business modeling and financial statement analysis
  • Research analyst experience or 1 year of experience in the brokerage industry
  • Strong professional skill and knowledge
  • Written and verbal communication skills with ability to cohesively , coherently and concisely aggregate thoughts
  • Written and verbal communication skills with ability to cohesively, coherently and concisely aggregate thoughts
4

Skills For Am-equity Research Analyst Resume

  • Demonstrate a stable, yet progressive, work history with 5+ years direct experience in the Australian markets as an equities analyst
  • A good handle on accounting, including reviewing and interpreting annual reports and financial statements
  • Experience analyzing , marketing and communicating investment ideas
  • Experience conducting fundamental equity research analysis, in either a buy-side or sell-side setting
  • Passionate about investing, solid working knowledge of financial markets and market data
5

Skills For Cib-equity Research Analyst Resume

  • Related metals & mining equity research/ investment banking experience
  • Experience/education in corporate finance such as investments, equity research or investment banking viewed positively
  • Experience working as an Equity Research Analyst within a buy-side organisation
  • Equity research experience, specializing in the Utilities sector
  • Equity research experience, specializing in the Internet sector
  • Related industry experience, including buyside or sell-side research
  • Experience with financial modeling and financial statement analysis
  • Equity research or investment banking experience in energy required
6

Skills For Asian Equity Research Analyst Resume

  • Experience with financial modeling and financial statement analysis
  • Experience with programming and databases. SQL / Python / R
  • Studied business, finance or economics, with an strong knowledge financial accounting and valuation techniques
  • Experience in research, sales, M&A or related investment banking businesses
  • Equity research experience, either company analysis or researching asset managers
  • Strong financial understanding, intellectual inquisitiveness and professional demeanour
  • Experience in equity research for at least 3 years
  • Experience/education in commercial real estate viewed positively
  • Experience of International Assignments
7

Skills For Equity Research Analyst, Tokyo Resume

  • Experience of other asset classes an advantage
  • Demonstrated advanced knowledge of MS Excel is essential
  • Above relevant experience on China’s equity market
  • Demonstrated ability to engage independently with major-company CEOs
  • Fundamental equity research experience
  • Buy-side favored over sell-side experience
  • Experience in Equity Research
  • Fundamental equity research experience is required
8

Skills For Senior Equity Research Analyst Banking Resume

  • Fundamental equity research experience in long only platform is required
  • Experience in the Healthcare/ Medical sector
  • Solid know-how of Microsoft Excel / Office products
  • Extensive years of relevant financial services and/or specific industry experience
  • Strong command of Russian/English
  • Writing daily market commentary and working on creation and distribution of periodical publications (daily, weekly, monthly, strategy documents)
9

Skills For Healthcare Equity Research Analyst Resume

  • Maintaining macro and industry data series and company specific financial models
  • Drafting industry, sector and company reports and presentations for internal and external clients
  • Monitoring multiple information sources on sector or company specific news items and trends
  • Making outbound client calls on actionable investment ideas
  • Attending industry and company sponsored conferences and field trips
  • Conducting field research and property tours
  • Developing industry contacts and proprietary information sources
  • Contribute to cultivate a cordial and challenging environment through open dialogue ensuring the robustness of the analytical process
10

Skills For Equity Research Analyst European Technology Hardware & Payments Resume

  • Ability and track record of generating money making investment ideas
  • Think flexibly; comfort defending non-consensus views and challenging others’ views
  • Ability of generating money making investment ideas
  • Comfortable with using a quantitative screening tool to help target research
  • Current Resume (1 page only), including overall GPA from most recent educational institution attended
  • Continuous monitoring of securities’ under analysis responsibility held within any portfolio mandate to ensure investment thesis remains intact

List of Typical Responsibilities For an Equity Research Analyst Resume

1

Responsibilities For Junior Equity Research Analyst Resume

  • Excellent communication and analytical skills, meticulous
  • Create and maintain earnings models on individual companies utilizing skills in accounting, finance and economics
  • Multitask, manage multiple priorities, and work in a rapidly changing and dynamic environment
  • Evidence of decisiveness and clarity of thought
  • Passion for financial markets and effective investment framework
  • Monitoring investment thesis to track progress of improving dynamics and other critical variables
  • Contributing to Fund’s written marketing updates
2

Responsibilities For Senior Equity Research Analyst Resume

  • Collaborating with other Fidelity Analysts
  • Interacting with company management through meetings and calls
  • Research drug candidates by analyzing scientific literature, attending medical conferences, and speaking with thought-leading physicians
  • Generate high stock-level risk adjusted returns over rolling three year time horizons
  • Perform in depth fundamental analysis with an emphasis on modeling, particularly cash flow and balance sheet analysis
3

Responsibilities For Cib-equity Research Analyst Moscow, Russia Resume

  • Position also includes performing portfolio analytics, risk analysis
  • Competency using Microsoft products, in particular Excel, Word and PowerPoint
  • Research companies and industries. Cover the given universe of REITs
  • Interface with counterparties at companies such as Investor Relations, the Bank’s internal sales and trading desks as well as external ‘buy side’ clients
  • Liaise with and manage the team’s offshore support analysts on specific projects in order to drive maximum team efficiency
4

Responsibilities For Am-equity Research Analyst Resume

  • Take part in external conferences, forums and expert interviews in order to stay abreast of industry trends and help expanding the team’s network of industry contacts
  • Help in research and gathering of information regarding business trends, company developments and the macro economic climate as it relates to Adroit’s current and potential holdings
  • Contribute to Russell’s equity manager research initiatives both quantitatively and qualitatively helping to improve manager research across the organization
  • Investigate stocks generated by the proprietary ranking process to identify potential to meet the fund’s key criteria of attractive valuation and future positive change
  • Identify stocks through Analyst’s own process of monitoring opportunities in his/her sub-sector area(s) by, for example, using screens, Fidelity research and sell-side research, and meeting with management teams
  • Maintains macro and industry data series and company specific financial models
  • Drafts industry, sector and company reports and presentations for internal and external clients
  • Monitors multiple information sources on sector or company specific news items and trends
  • Attends industry and company sponsored conferences and field trips
5

Responsibilities For Cib-equity Research Analyst Resume

  • Develops industry contacts and proprietary information sources
  • Initiates and conducts research relating to the investment suitability of various securities, making use of sources such as annual or industry reports, trade journals, technical periodicals, and brokers and management reports
  • Interacts with senior management on assigned corporations to discuss industry/company trends, and current and projected sales and margin outlook
  • Discusses various corporations and industries with other professional securities analysts both inside and outside the company
  • Prepares, or supervises the preparation of, research reports to be presented to investment officers or committees
  • Keeps informed of trends in business conditions and/or monetary policy that could affect the investment market
  • Using research sources such as company literature and financial statements, and various business publications, works independently to structure, develop and communicate investment recommendations
6

Responsibilities For Asian Equity Research Analyst Resume

  • Acts as the in-house expert on designated area of concentration
  • Series 7, 63, 86 and 87 required
  • Perform thorough fundamental analysis of biotechnology companies in multiple therapeutic areas
  • Develop deep disease/therapeutic area expertise
  • Interface with company management, sell-side analysts, competitors, customers and other industry contacts
  • Write company specific and thematic research reports
  • Buy-side (public equities, private equity, venture capital) and/or sell-side (equity research, banking) experience following the pharmaceutical or biotechnology sector
  • Experience in a financial services institution or firm
  • Experience as a Fundamental Equity Analyst
7

Responsibilities For Equity Research Analyst, Tokyo Resume

  • Outstanding work ethic, attention to detail and ability to work well on a team
  • Ideally have gained at least 3 years’ experience working in the insurance industry, or have completed at least one year of actuarial studies with an accredited institute
  • Integrate statistical evidence based research with subjective forward looking creative scenario analysis
  • Perform primary analysis of global equities with market caps of small to large. Lead at least one sector research pod to develop global equity investment ideas
  • Collaborate with the entire Value and Income Team across at least three sectors
8

Responsibilities For Senior Equity Research Analyst Banking Resume

  • Value companies based on changes in ROIC and Free Cash Flow
  • Produce, as appropriate, written communications and updates on companies owned or under consideration for the portfolio or for consideration in the portfolio
  • CFA Charter Holder or in process
  • Intellectual curiosity consistent with a generalist approach to research
  • Familiarity with complex adaptive systems
9

Responsibilities For Healthcare Equity Research Analyst Resume

  • Analyze equity securities for inclusion in Thornburg portfolios, with a focus on global growth stocks. Synthesize data from many sources including interviews, financial statements, trade shows, conferences, etc
  • FINRA series 7 and 63 securities licenses or ability to obtain
  • FINRA 7 and 63 securities licenses or ability to obtain
  • Proficiency in market databases such as Bloomberg, Factset, Reuters, DataStream etc
  • Gather raw data/news from sources specifed by the analyst
10

Responsibilities For Equity Research Analyst European Technology Hardware & Payments Resume

  • Working as part of a team supporting more experienced analysts and researchers in all aspects of Mercer manager research investments’ work. Providing high level analytical support on a wide variety of products, markets and managers
  • Carry out other ad hoc analytical/research work as directed by research team, including the performance monitoring of managers
  • Attendance at some manager research meetings and/or external conferences, in a support capacity
  • Build and maintain financial models (company, industry, macro)
  • Publish Company Initiations, Thematic Research Pieces (eg. Sectoral/ Company Specific) and Financial Updates (quarterly / semi-annually)
  • Support and provide inputs into team publications
  • Motivated team player and self-starter

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