Equity Research Analyst Resume Samples - Page 2

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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.

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11

Equity Research Analyst - Investment Fund Class

Actively managed $100,000 portfolio on US equity, using S&P 500 Index as benchmark.

  • Performed fundamental analysis of company, including analyzing its cash flow, balance sheet & income statement
  • Developed performance monitoring and trading reports.
  • Prepared investment review book and presented to the President of Clark University Endowment
  • Researched on "Spin-Offs companies" & "Top performing Sectors in S&P 500"
Candidate Info
5
years in
workforce
1
month
at this job
BA
Commerce
MA
Finance
MA
Commerce
12

Equity Research Analyst

Responsible for due diligence, financial modeling, valuation assessment and producing equity research reports to support the Senior Equity Research Analyst. Coverage was Medical Technology.

  • Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison and valuation analysis on 18 portfolio companies.
  • Authored or co-authored over 40 equity research reports, including initiation of coverage, updates and briefs.
  • Produced and maintained First Call earnings estimate database and notes.
  • Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force. Often spoke on the company wide morning call regarding company updates.
  • Developed key financial models, valuation parameters and summary documents for $15 million follow on public offering as well as initiated analyst coverage post offering.
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Administration
MS
Finance
13

Equity Research Analyst

Established investment strategies for hedge fund and separately managed accounts

  • Provided primary qualitative and quantitative analysis for investments in all asset classes
  • Generated research reports for development of investment strategies (~20% of hedge fund)
  • Modeled and forecasted company financial statements for financial services industry stocks
  • Performed due diligence for investments in alternative assets (PE, VC, Hedge Funds, Commodities, etc.)
  • Produced monthly performance reports for largest clients
  • Mentored summer intern for development of correlation analysis skills
Candidate Info
5
years in
workforce
4
years
at this job
BS
Business Administration
MA
Finance
MBA
Finance Club
14

Equity Research Analyst

(35 million of assets, top three student-managed investment funds in the world based on assets.)

  • Conducted fundamental equity research on companies in railroads and electric utilities industries.
  • Provided buy/sell recommendations on individual stocks by analyzing financial statements, stock market trends and industry features combined with macroeconomic situations.
  • Built DCF models to project the future cash flows for estimating the intrinsic value of companies.
  • Prepared initiation report and quarterly reports on allocated companies.
  • Performed tasks of maintaining and updating the financial models based on the earnings release information.
  • Participated in team discussion on portfolio risk management and investment ideas.
Candidate Info
3
years in
workforce
1
year
at this job
MA
Finance
Finance
15

Equity Research Analyst

Baird is an employee-owned, international investment banking, private equity and asset management firm.

  • Researched and analyzed 20 human capital services stocks as part of a three-person team.
  • Published investment recommendations after careful analysis of financial statements, earnings releases, company news, current industry trends, and employment data.
  • Created and maintained detailed financial models on each company.
  • Wrote and published a monthly report that analyzed industry news and financial data.
  • Communicated with Baird's institutional sales force, institutional clients, and executive management teams.
Candidate Info
3
years in
workforce
3
years
at this job
BBA
Finance
16

Sell-side Equity Research Analyst

Uncover mispriced securities through in-depth fundamental analysis of companies & their industries

  • Conducted research on an exceptionally wide range of sectors – Education, Offshore & Marine, Shipbuilding, Gaming and Conglomerates
  • Analyzed equities across various markets and geographical regions – 2 years: Asia; ~1 year: US
  • Developed deep-understanding of the structurally changing US Education sector in just 3 months and thus, made primarily responsible for the idea generation & framework of Initiation reports in its space
  • Research led to two successful equity offerings even under tepid market conditions (US$200-850mn)
  • Helped a new writing analyst initiate coverage on three different sectors in less than a year – and notably, our research pieces brought in new Tier-1 client votes which further established GS’ research franchise in Asia
Candidate Info
9
years in
workforce
5
years
at this job
BE
Electrical Engineering
MS
Finance
17

Equity Research Analyst

  • Indexed a $400,000 portfolio to S&P500
  • Managed portfolio outperformed S&P500 by 3% at the end of project
  • Screened and identified potential investment targets
  • Conducted financial analysis and performed six different valuation models
  • Presented analysis and made recommendations to project director
Candidate Info
8
months in
workforce
5
months
at this job
BS
International Business And Trade
BS
Finance
MA
Finance
18

Equity Research Analyst

  • Skilled in all aspects of portfolio management, research, risk management, compliance, communications, and leadership
  • Selected as 1 of 8 students to run CSUF’s endowment fund of $121,000; researched and analyzed companies and industries listed on NYSE and NASDAQ
  • Built and maintained financial valuation models for 6 stock positions in the consumer, industrial, and technology sector
  • Prepared monthly, weekly, and yearly portfolio performance attribution reports
  • Built financial analysis for Buffalo Wild Wings (NYSE: BWLD) using P/E and DCF valuation; found that the company was undervalued; recommended that the investment could generate 29% return
Candidate Info
2
years in
workforce
1
year
at this job
BS
Finance
MA
Finance
19

Senior Equity Research Analyst

Responsible for the publication of investment research reports on companies within the energy sector for consumption by institutional clientele.

  • Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Research efforts increased gross revenues of 2nd largest client by 150% in calendar year 2006.
  • Increased revenue from key client by $80k through leveraging of relationship.
  • Developed a new corporate relationship leading to Sturdivant participation in its first initial public offering in 5 years.
  • Developed and managed the summer internship program.
Candidate Info
10
years in
workforce
2
years
at this job
BS
Finance
MA
Investment Management
20

Equity Research Analyst

Made investment recommendations, provided coverage, analyzed and researched 17 companies in Package and Container group, and six in Building Materials and Products areas, and five in North American Oil Services.

  • Increased portfolio performance by finding "investment value" via creation of Discount Cash Flow, Free Cash Flow and Dividend Discount Model valuation models.
  • Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare, Utilities that grossed Portfolio Managers profits of $150+ million.
  • Conducted meetings with company management and portfolio managers to discuss investment pros and cons. Meetings were 95% successful in answering portfolio managers' pending questions.
  • Built Models using FactSet, Annual Reports, Company Records and CSFB Holt system for relative warranted price targets used in purchase or selling decisions.
  • Prepared and produced meeting notes, company related correspondence, memoranda and reports for distribution internally using Word, Excel and Intranet to be distributed firm-wide via Intranet system.
  • Improved research procedures that reduced completion time by 60%.
  • Member of Global Materials & Energy Sector Portfolio teams, with seven companies selected for portfolios: five in Global Materials group and two in Global Energy group.
Candidate Info
10
years in
workforce
6
years
at this job
BS
Accounting And Economics
MBA
Finance

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