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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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21

Senior Equity Research Analyst & Mutual Fund Portfolio Manager

Analyzed companies (for $2.6B asset manager) of all sizes and market sectors, with focus on small- to mid-cap health care: medical technology, biotech, genomics, HMOs, hospitals, specialty providers, pharmaceuticals, and distributors.

  • Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings.
  • Managed over $70M in long-only client accounts and a long/short product.
  • Created detailed financial and market models for all companies under coverage.
  • Constructed company valuations based on projected financials/DCF and relative valuation.
  • Identified undervalued companies by assessing industry and company fundamentals via company visits, trade shows, industry contacts, and clinical research evaluation.
Candidate Info
13
years in
workforce
6
years
at this job
BA
Psychology
MS
Policy & Management
22

Equity Research Analyst

Extensive modeling of future revenue and earnings based on market research and company guidance in the small cap to mega cap industry, across all sectors. Equity research analyst on both the sell side and the buy side.

  • Conducted detailed due diligence sessions for business, financial and accounting.
  • Determined price targets using fundamental, technical, and trend analysis linked with investor psychology. Risk analysis for equity and options trading for a neutral long/short equity fund. Executed and help devise portfolio trading strategies. Excelled as an equity trader and portfolio manager of $20M.
  • Performed comprehensive research and wrote Initial Coverage reports and updates.
  • Developed and managed complex Excel-based financial models. Automated processes to improve rigor and speed in processing of critical information.
  • Attended quarterly earnings conference calls, technology (CES), and Biotechnology conferences.
  • Conducted weekly presentations for Senior Management on current market conditions/trends and evaluated potential effect on securities.
  • Head research analyst for Senior Management's new initiative providing investment opportunities in private listed companies on Second Market and SharePost.
Candidate Info
13
years in
workforce
3
years
at this job
BBA
Finance And Management
23

Equity Research Analyst

BB&T Capital Markets is part of BB&T Corporation, one of the nation's largest banks.

  • • Performed equity analysis on publicly-traded companies within the defense industry.
  • • Constructed and maintained financial models, wrote company and industry-related research notes for publication, and attended industry and company-related briefings.
  • Worked to improve visibility of the equity team with buy-side accounts.
  • • Team was ranked "Best of the Street" by The Wall Street Journal.
Candidate Info
6
years in
workforce
1
year
at this job
BA
Political Science
MA
Master of Arts
24

Equity Research Analyst, BURKENROAD REPORTS

Selected to participate in a nationally recognized securities research program directed by former State of Louisiana CIO Peter Ricchiuti. Research reports are distributed to more than 20,000 investors.

  • Published a comprehensive investment research report on Gulf Island Fabrication Inc., a publicly traded oil and gas services and equipment company.
  • Conducted fundamental analysis by interviewing senior management, visiting company sites, and examining key business trends through secondary research.
  • Evaluated key business drivers including revenue backlog, subcontractor labor costs, and material costs to develop 10-year financial projections.
  • Presented research findings to both individual and institutional investors at the 18th Annual Burkenroad Compendium.
  • The BURKENROAD REPORTS program has been featured in national financial media such as the Financial Times and the Wall Street Journal.
Candidate Info
2
years in
workforce
5
months
at this job
BS
Finance And Energy
25

Senior Equity Research Analyst, Consumer Discretionary Group

Cumulative buy & sell recommendation performance significantly outpaced benchmark over four years; recognized by WSJ Online in 2008 for stock picking ability

  • Provided deep fundamental analysis and published recommendations for 30 companies, primarily in the advertising, publishing and consumer electronics industries
  • Regularly conducted TV, radio and newspaper interviews for CNBC, WSJ and other median outlets
  • Authored articles in Credit Week and BusinessWeek.com; article "Time to Home In On Garmin" can be viewed at http://www.businessweek.com/investor/content/jun2006/pi20060620_778234.htm
  • Active member of the S&P Corporate Governance Committee
  • Recruited and trained new analysts
Candidate Info
29
years in
workforce
4
years
at this job
BA
Finance And Operations
MBA
Corporate Finance
26

Senior Equity Research Analyst - Semiconductors

Recruited by former CEO of Collins Stewart to expand research efforts at [company name]

  • Launched coverage on 7 communication, programmable logic, and storage semiconductor companies (ALTR, ATHR, CAVM, LSCC, MLNX, NETL, and XLNX)
  • Constructed proprietary industry model to evaluate cyclical trends of the semiconductor industry
  • Analyzed technology trends to generate thematic investment ideas that can be leveraged by buy-side clients
  • Tracked revenues and products of Taiwanese/Korean technology companies and formulated derivative calls
  • Contributed to revenue generation efforts by providing valuable and timely insights on market-moving events to buy-side clients and sales and trading desks
Candidate Info
5
years in
workforce
2
years
at this job
BS
Finance
MBA
Master of Business Administration
27

Equity Research Analyst

  • Participated in securities research program. Company assigned was Susser Holdings Corporation (NYSE: SUSS).
  • Program required management interviews, company site visits, forecasting cash flows, and creating earnings estimates.
  • Published a research report that was distributed to institutional investors and picked up by Bloomberg and Reuters.
  • Buy recommendation initiated with stock at $13 and was acquired at at $80 per share in April 2014.
Candidate Info
9
months in
workforce
3
months
at this job
BS
Management
Business
28

Equity Research Analyst

  • Passed three month probation period one month early and received a 10% salary raise directly after (first one since 08)
  • Correctly modeled impact of high-speed rail on profitability of Chinese airlines
  • Built model analyzing shipping profitability based on daily tracking of BDI, WTI, USD/CNY exchange rate and company financial reports. Recommended two stocks which resulted in 25% gain in capital in two months
  • Analyzed transportation industry macro trends and company financials; wrote and published reports
  • Worked with programmers and built a transportation industry database. Wrote Semi-annual investment strategy
  • Downgraded investment grade for shipping and Chinese airline companies; avoided 40% loss in capital
  • Maintained the CRM system and communicated recommendations to sales and institutional clients
Candidate Info
2
years in
workforce
10
months
at this job
BA
Education
MS
Finance
29

Vice President, Satellite Communications Equity Research Analyst

Vice President, Satellite Communications Equity Research Analyst (2001 - 2002)
Associate, Aerospace and Defense Equity Research Analyst (1998 - 2001)

  • Promoted to U.S. Satellite Communications sector analyst based on performance as junior Aerospace and Defense analyst.
  • Formulated and presented investment themes and stock specific buy, sell or, hold recommendations to institutional investor clients and internal sales force.
  • Published in-depth and summary analytical investment research reports.
  • Created detailed financial models, company earnings forecasts and valuation analyses.
  • Monitored and analyzed macro-economic and sector specific trends and evaluated company business strategies and competitive positions.
  • Interacted with institutional investors, investor relations, C-level corporate management teams and industry contacts.
  • Junior equity research analyst responsible for supporting senior analyst in coverage of aerospace and defense industry.
Candidate Info
7
years in
workforce
3
years
at this job
BS
Accounting
30

Equity Research Analyst

  • Extracted, processed, and validated income statements, balance sheets, and cash flow statements by exporting financial data from annual (10-K) and quarterly (10-Q) reports utilizing the Bloomberg terminal and other internal financial software
  • Interpreted and allocated key line items from financial statements into the Bloomberg terminal to ensure current data consistency
  • Ensured financial data is accurately processed through quality checks before publishing information to Bloomberg clients globally
  • In depth analysis of publicly traded firms' historical financial data exported from annually and quarterly published reports
  • Supported Management in resolving complex issues and assisted with the ongoing training of new analysts
Candidate Info
9
years in
workforce
10
months
at this job
C
Financial Management And Accounting
C
Certificate
BS
Finance

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