Objective : An ambitious experienced investment professional with three years of fundamental Equity Research Analyst experience across all sectors as an independent thinking generalist. Objective : Strategic and analytical finance professional with 5 years of quality experience in fixed income, equity research, quantitative analysis, and financial risk management. Restated financials of the companies during Merger and Acquisition (M&A). Objective : Result-oriented professional having working experience in the field of Finance/ Business Development/ Investment Banking/ Risk Management & Compliance with sound knowledge of quantitative/statistical research techniques Strong sales and operational qualification with the experience in the field of Corporate Finance/ Financial Services with add on knowledge of Project Management and Marketing Adept at working independently or as part of a team to deliver results, Strong work ethic; able to effectively multi-task and complete projects on-time. Background. Helped clients earn a 30% return by promoting stocks and providing financial services to clients. of resume All rights reserved. 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. Prepared investment recommendations, analyzed relevant financial data, and evaluated industry trends and economic factors. Presented three stock pitches on selected companies to the board members during weekly portfolio management meetings. Key Skills Should Be Considered While Writing An Equity Research Analyst Resume Excellent amount of knowledge in the field of stocks, marketing, finance etc. Built and presented PowerPoint decks on small-cap securities that showed signs of growth and promise; based on financial strength, industry outlook. Effectively read company documents and reports. Write Quarterly reports covering quarterly results (preview & review). Contacted VP of Salesforce.com for an analytical review of the business model, strategy, and SaaS market. Reviewed performance and portfolio evolution for the board. Built financial and operating models, interviewed customers, competitors, and management teams, and employed value-added research methodologies (VAR) to evaluate investment merits and risk-reward profile. Skilled at increasing productivity through planning and adopting new technologies. Summary : Highly qualified Equity Research Analyst with experience in the industry. 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 … 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, Achieve quality, timeliness & productivity metrics. Analyzed various general ledger accounts, interviewed financial personnel, and compared accounting treatment of various transactions to GAAP. 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, Writing queries and design trading strategy. Conducted research on the coal industry and 25 listed companies and provided financial consulting services to clients. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Investment process utilized both a top-down (sector-specific quantitative model) and bottom-up fundamental analysis to identify stocks having the greatest potential to outperform their sectors over the following 12-month period. Conducted industry and company-specific research and assessment of management and long-term strategic direction by utilizing fundamental analysis. Researched equity securities across all market sectors and market caps over $125 million, which included screening candidates via Bloomberg to presenting an independently researched investment idea and monitoring existing holdings. Objective : An ambitious experienced investment professional with three years of fundamental Equity Research Analyst experience across all sectors as an independent thinking generalist. Focus on identifying near term catalysts and generating profitable ideas by analyzing companies' business models, competitive landscape, macro trends, growth potential, and … equity research analyst Resume Examples. Objective : Highly qualified Equity Research Analyst with experience in the industry. 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. Proactively initiated and maintained client communication during their investment horizon. Drafted and presented a 13-page report to professor, class, and investment bankers. Analyzed companies and industry background, competitive positioning, and market strategy of a telecommunication company. Detailed review of financial statements, estimates and projections for the next 1-2 years. Identified differentiated investment ideas (in the energy, materials, and auto sectors) through deep fundamental analysis and extensive engagement with company management, industry experts, and buy-side / sell-side contacts. Not in love with this template? Built and updated company-specific dynamic models that included complete P&L, Balance Sheet, CF Statements as well as operating data specific to the company covered. Developed, maintained, and analyzed generic and specific company, industry, and market overview. Result orientated and accomplished professional who consistently meets deadlines and increases company revenue. Created value-added financial analysis - built comparable-company analyses. The core duty is to create reports, analyze financial information, and conduct researches on the financial obligations of the company. Objective : To bring to your organization enthusiasm, dedication, responsibility, and good work ethic, combined with a desire to utilize my financial, accounting, and technological skills to better analyze the project via applying my time managing and problem-solving skills in order to achieve goals and deadlines. Resume Examples: Equity Research Analyst. equity research analyst Resume Examples. Performed as an analyst on over $1 billion in client searches. Financial markets fascinate you. Developed proprietary and repeatable research process using checklists, mental models, and investment frameworks. Advised Global Fund that has exposure to global bonds, international equity, and special situations (commodities, etc.). Write sector updates and thematic reports. Financial markets fascinate you. Knowledge in global economic and businesses Conducted fundamental equity research on companies in the technology, consumer, health care, materials, and utility sectors for the purpose of making investment recommendations. Equity research analyst is a general position that may involve many different types of focuses and responsibilities. Applied Monte Carlo Simulation to get better scenario analysis results. It can be difficult to weed out good candidates when they all seem the same. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Extensive experience in working with senior management teams in the areas of strategy, business development, capital formation, M&A, and operations. Objective : Dynamic and visionary finance leader with a proven track record of raising institutional capital for emerging, technology-based companies. templates that follow the exact resume rules employers look for. TRC Group, Buffalo, NY. Skills : MS Office, Financial Statements, Attention to Detail, and Diligence. Analyzed companies' financial statements and conducting extensive research while building or updating the valuation model. Performed DCF and multiples valuation with the target and comparable companies' financial statements. MBA with a concentration in finance. Responsible for due diligence, financial modeling, valuation assessment, and producing equity research reports to support the Senior Equity Research Analyst. 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. An Equity Research Analyst plays a crucial role when it comes to analyzing and making predictions on financial matters. Objective : Over 1-3 years of experience in investment field/comparable educational experience. Browse our full library Summary Equity Research Analyst provides information about companies for the purposes of stock and bond investment. Or, perhaps you took a few years off to raise... Outsourcing International Ltd. Provides accurate and reliable demographic and statistical financial market data to internal database/ and to internal/external client. Created discounted dividend models for regional bank stocks and received the highest recognition from peers and supervisors. For a hiring manager, the hordes of resumes can all start to blend together.