Equity Analyst Resume Samples

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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. 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 points for profit/loss targets. An example resume of an Equity Analyst will show an educational background in either Finance or Business Administration, and with a Bachelor's degree in either field.

For more information on what it takes to be a Equity Analyst, check out our complete Equity Analyst Job Description.

Looking for cover letter ideas? See our sample Equity Analyst Cover Letter.

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1

Equity Analyst

Initiated coverage on thirty plus companies in the consumer staples and consumer discretionary sectors of the U.S. equity markets.

  • Reviewed company reports and filings and analyzed financial statements to develop an understanding of company.
  • Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.
  • Prepared research reports and presented investment recommendations to portfolio managers.
  • Created and managed a consumer staples sector model portfolio that appreciated 12% in 2003, outperforming its benchmark by 500 basis points.
Candidate Info
5
years in
workforce
3
years
at this job
BS
Management/accounting
2

Equity Analyst

Initiated coverage on thirty plus companies in the consumer staples and consumer discretionary sectors of the U.S. equity markets.

  • Reviewed company reports and filings and analyzed financial statements to develop an understanding of company.
  • Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.
  • Prepared research reports and presented investment recommendations to portfolio managers.
  • Created and managed a consumer staples sector model portfolio that appreciated 12% in 2003, outperforming its benchmark by 500 basis points.
Candidate Info
5
years in
workforce
3
years
at this job
BS
Management/accounting
MA
Master of Arts
3

Senior Equity Analyst

Led a 5-person business services team and served as lead analyst covering the education sector. Conducted fundamental research, interviewed management, built financial models, and published research reports.

  • Achieved a 21% return on buy and sell recommendations, with 74% of recommendations posting a positive returned, compared to a negative 29% return on the S&P 500 during the same period.
  • Promoted to Senior Analyst within 14 months, compared to a company average of 30 months.
  • Formed strong working relationships with management teams, consistently securing CEO attendance at [company name]'s yearly stock conference.
  • Identified attractive IPO ideas and provided scenario-based DCF modeling, helping investors understand attractive new stock issuances.
  • Trained 4 new analysts, building a strong team that was consistently chosen by sales representatives to speak with clients and prospects.
  • Quoted in such publications as The Wall Street Journal, BusinessWeek, Investor's Business Daily, and Smart Money, providing investment ideas and insights into regulatory changes affecting coverage list.
Candidate Info
8
years in
workforce
3
years
at this job
BS
Business Administration
MBA
Investment Management
4

Portfolio Manager / Equity Analyst

Managed $100M in equity and fixed income portfolios and supported Private Client Services team's $1.4B book of assets.

  • Responsible for portfolio selection, asset allocation, and trade execution for over 40 investment portfolios composed of stocks, bonds, and mutual funds.
  • Met with clients to provide portfolio updates and recommendations based on evolving client objectives and reviewed portfolio holdings to ensure compliance with approved securities.
  • Worked with Trust Officers to provide clients and prospects opportunities to use additional bank services and products.
  • Conducted financial statement and earnings quality analysis.
  • Maintained working knowledge of all S&P 100 companies.
  • Covered Computer Hardware industry as buy-side Equity Analyst for Wells Research Group. Companies covered: Dell, Gateway, Apple, and Compaq.
Candidate Info
5
years in
workforce
4
years
at this job
BA
Economics, Japanese
5

Private Equity Analyst

Private equity intermediary, providing innovative advising and consulting services which focuses on strategic solutions to industry-leading executives and private equity groups in seeking to acquire middle market company (MMC)

  • Managed Salesforce database and LinkedIn recruiter system efficiently, mastered professional business skills through instant following up with buy-side P/E firms and sell-side executives
  • Contacted and qualified 200+ C-level executives for potential deals on monthly basis, praised for efficiency
  • Mastered multiple tasks by conducting executive recruiting and industry research for 3 deals at the same time
  • Produced deal teasers of investment opportunities and advised executives on strategic planning before pitching the deals to private equity groups
  • Implemented KPIs strategically and improved overall effectiveness by reducing front-end analysts needed by 50%
Candidate Info
9
years in
workforce
3
years
at this job
BS
Accounting, Management
6

Equity Analyst

Chosen as one of 8 top students to manage the SMIF, a sub-portfolio of the [company name] endowment valued at $250,000, using valuation techniques (DCF, multiples, etc.) and fundamental analysis.

  • Prepared comprehensive written reports on the quantitative and qualitative analysis of industries, sectors, trends, and the economy.
  • Developed and presented investment thesis, risks, and buy recommendations, to financial services industry professionals on the SMIF Advisory Board.
  • Skillfully utilized the FCFF model, and Multiples approach to accurately estimate a one-year price target for a biotechnology company.
Candidate Info
12
years in
workforce
1
year
at this job
BS
Finance
7

Vice President, Citi Principal Strategies - Equity Analyst

Proprietary hedge fund group investing $2 billion - $3 billion of [company name] capital long/short in equity securities.

  • Analyst on two-member team that invested $300 million in equities focused in the consumer, healthcare service, industrials and transports sectors, leveraging sell-side consumer and healthcare services experience.
  • Assisted portfolio manager in the stock selection process, generating over $40 million in profit in 2008, 2009 & 1Q10.
  • Monitored the risk and performance of the portfolio to make recommendations to portfolio manager that assist in portfolio adjustments due to the volatility and overall performance of the broader market.
  • Built and maintained proprietary company specific financial models used in the stock selection process.
  • Proactively communicated sector view and news to the broader Principal Strategies group.
Candidate Info
16
years in
workforce
2
years
at this job
MA
Finance
8

Investment Office Equity Analyst

Managed $100,000 portfolio of College's endowment through weekly reporting to Chief Investment Officer.

  • Developed financial forecasts and evaluated operational performance for selected companies.
  • Built financial models and pitch books for companies in IT, Food, and Manufacturing industries.
  • Presented 3 stock pitches to the College's investment committee in New York City; 3 stock recommendations were all adopted for the $100,000 portfolio.
Candidate Info
2
years in
workforce
5
months
at this job
BA
Economics – Accounting, Certificate
9

Equity Analyst

  • Independently generated and researched all ideas for a $300 MM fund investing in large-cap and mid-cap equities that outperformed the S&P 500 for three consecutive years
  • Highlighted Sectors: Consumer/ Retail, Financial Services, Industrials, Technology
  • Conducted all fundamental research including financial, statistical and economic modeling
  • Participated on the investment committee to make portfolio management decisions
  • Communicated with sell-side research analysts to gather more company-specific information
Candidate Info
3
years in
workforce
2
years
at this job
BA
Economics
MA
Master of Arts
MS
Economics
10

Equity Analyst

Analyzed business and economic trends for equity securities

  • Identified business growth drivers and risk profile of energy equity securities
  • Performed financial modeling, revenue forecasting and valuation on energy equity securities
  • Presented investment opportunities in mid-cap energy equity securities to portfolio managers
  • Monitored one energy equity security investment valued at $115K
Candidate Info
3
years in
workforce
9
months
at this job
BA
Economics
MBA
Business

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