Equity Research Analyst Resume Samples

HIGH QUALITY

The best examples from thousands of real-world resumes

EXPERT APPROVED

Handpicked by resume experts based on rigorous standards

DIVERSE EXAMPLES

Tailored for various backgrounds and experience levels

An Equity Research Analyst produces a factual report based on his or her review of stocks, bonds, and other financial instruments. Investors turn to Equity Research Analysts to determine both the current and potential future value of a company when they do not have the time or the expertise required to do it themselves. 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. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes.

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

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

Find out what is the best resume for you in our Ultimate Resume Format Guide.

1

Equity Research Analyst

Analyzed SEC S-1 filings, performing in-depth analysis for upcoming Initial Public Offerings

  • 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
Candidate Info
2
years in
workforce
1
year
at this job
BS
Finance
2

Equity Research Analyst/supervisor

Built 179 financial models per year for buy and sell recommendations in various industries within the Healthcare, Energy, Industrials and Basic Materials sectors

  • 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
Candidate Info
11
years in
workforce
11
years
at this job
BS
Business Administration
MBA
Finance, Corporate Environmental Management
Finance Instructor
3

Senior Equity Research Analyst, Vice President

Member of the large cap growth team supporting the Capital Growth and Growth Leaders funds Portfolio Manager at this investment advisor, to mutual funds, having $8B under management. Funds were managed with a GARP, long-only & low turnover strategy.

  • Generated ideas, above $3B in market capitalization, in the sectors of Technology, Metals/Mining & Coal.
  • Utilized a proprietary screening tool, developed by the team, for bottom-up stock idea identification.
  • Performed rigorous fundamental analysis of the ideas to determine viability & rebalancing for the portfolio.
  • Created detailed financial models (P&L and CF) of companies with regional and product breakdown.
  • Monitored news flow on the stocks in the assigned sectors for short term and long term impact on returns.
  • Interacted regularly with sell-side analysts and respective company executives. Attended conferences/events.
  • Collaborated with client development team in fund marketing and investor meetings.
Candidate Info
16
years in
workforce
9
years
at this job
BS
Metallurgical Engineering
MA
Business Administration
MA
Management, Finance
4

Equity Research Analyst

Generated over 80% accuracy on investment research calls for 2008

  • 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
Candidate Info
4
years in
workforce
1
year
at this job
BS
Business Administration
Leadership
5

Equity Research Analyst

Appointed by business college as one of fifteen students to manage $1.5 Million of the University Endowment, investing in equities

  • 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
Candidate Info
3
years in
workforce
1
year
at this job
(finance) (management Information Systems)
6

Equity Research Analyst

Developed an equity valuation model in Excel to price Align Technology (ALGN), using Discounted Cash flow method and Market comparable method.

  • Consolidated financial statement information using company reports and performed ratio analysis.
  • Researched market information using FactSet to conduct analysis on macroeconomic market, industries.
  • Successfully forecasted 35% price appreciation within 6 month time horizon.
Candidate Info
6
months in
workforce
3
months
at this job
BS
Bachelor of Science
BS
Economics
MS
Finance
7

Equity Research Analyst

Student Managed $200K Endowed Equity Portfolio - Applied Equity Valuation Course

  • Developed valuation models utilizing discounted cash flow, economic value added, relative multiple and fundamental multiple analysis
  • Produced equity research reports based on financial statement analysis, quantitative/qualitative research and sensitivity testing
  • Presented investment recommendations to panel of investment banking, investment management and academic professionals
  • Recommended purchase of Transocean, which returned 75% compared to energy sector's benchmark index of 19% over same period
  • Suggested investments and allocations for portfolio resulted in fund outperforming the S&P 500 index return by 4%
Candidate Info
1
year in
workforce
5
months
at this job
BBA
Finance And Management & Organizations
8

Equity Research Analyst - Community & Regional Banks

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

  • Initiated and maintained coverage on 25 small and mid-cap U.S. regional banks
  • Analyzed financial statements and maintained various complex bank valuation models via SNL Datasource
  • Communicated investment opinions to institutional and retail clients and major media outlets
  • Wrote biannual survey report on the state of the U.S. regional banking industry
Candidate Info
10
years in
workforce
2
years
at this job
BA
History
MA
Master of Arts
9

Equity Research Analyst

Constructed and updated financial models to project earnings, suggest price targets, and support recommendations

  • Analyzed SEC reports, including, but not limited to, 10-K, 10-Q, and 8-K, to determine past trends and future outlook
  • Utilized comparative analysis to perform valuation on a universe of 15 companies within the consumer retail sector
  • Produced reports for quarterly earnings, rating changes, and critical company-related events to meet client demands
  • Assisted in initiating coverage for Wolverine Worldwide Inc., capturing 58% price appreciation since inception
Candidate Info
4
years in
workforce
1
year
at this job
BS
Business Administration And Economics
10

Equity Research Analyst

Assisted several portfolio managers in the management of approximately $8B in equity securities.

  • Helped launch a 4 star value fund (FMC Strategic Value Fund).
  • Focused on the industrial and chemical sectors, as well as corporate spin-offs.
  • Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis.
Candidate Info
10
years in
workforce
3
years
at this job
BS
Accounting
MBA
Finance/economics

Your Resume, Made Easy.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks!