Equity Research Analyst Resume Samples - Page 4

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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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31

Equity Research Analyst

Dahlman is a boutique energy investment bank headquartered in New York.

  • Supported senior equity analyst covering the energy sector with 40 publicly-traded companies under coverage.
  • Initiated and maintained coverage on small and mid-cap energy companies in the oilfield service sector.
  • Developed earnings models and performed fundamental valuation analysis using company financial statements.
  • Created and published company and industry reports to provide investment ideas to institutional clients.
  • Built and maintained relationships with management, institutional sales team and clients.
Candidate Info
5
years in
workforce
1
year
at this job
BBA
Finance
MA
Finance
32

Senior Equity Research Analyst- Construction Materials

Primary coverage on Construction Materials: AWI, EXP, HW, MLM, TXI, USCR, USG, VMC.

  • Secondary coverage on 15 Building Product and Homebuilder companies.
  • Franchise recognized by top clients via research votes (team ranked #5 in Greenwich survey, 2011) and sales force evaluations.
  • Gained investor mind-share via phone calls, in-person meetings and corporate access.
  • Published approximately 150 research reports in past 12 months, or 3 reports per week.
  • Built detailed models including forecasts and in-depth valuation analysis.
  • Developed strong relationships with buy-side clients, company senior managements, sales & trading team, investment banking counterparts, and third party industry contacts.
Candidate Info
8
years in
workforce
2
years
at this job
BBA
Emphases
French And Haitian Creole Conversation And Reading
33

Equity Research Analyst

Recruited to perform fundamental sell-side research for companies within Basic Materials space for institutional clients.

  • Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections.
  • Formulated and presented daily research findings to institutional clients and sales team.
  • Employed macroeconomic research, SEC filings and financial publications to compose initiation reports and company updates.
  • Top three Buy recommendations (NTIC/SYNL/KMG) returned an averaged 6.17% within six months.
  • Initiated a Buy on previously uncovered company that produced a 50% return over nine-month span.
Candidate Info
3
years in
workforce
1
year
at this job
BBA
Finance & Management
34

Equity Research Analyst

Presented stock-specific & industry ideas to internal clients during daily morning meeting

  • Managed & fostered positive relationships with company management teams & clients
  • Analyzed company and industry trends to develop investment theses
  • Valued companies using relative and intrinsic value calculations; support ratings and price targets
  • Vetted companies to determine whether or not they are in-line with Citi's business interests
  • Created and updated models & marketing presentations using FactSet, Bloomberg, PowerPoint, etc.
  • Enhanced understanding of local markets via visits to the region (Brazil, Mexico, Chile, Colombia)
Candidate Info
8
years in
workforce
2
years
at this job
BBA
Finance
35

Equity Research Analyst

Published research reports covering 13 small and micro cap companies, concentrating on the enterprise software, business services, and technology sectors

  • Communicated weekly with C-level management teams to review economic data gained from industry experts to determine future
  • Created and maintained detailed financial models to forecast earnings and cash flow as part of an intrinsic valuation framework for public companies under coverage
  • Fulfilled ten daily sales call quota to discuss valuation, driving forces, and market sentiment for companies under coverage with investment management teams
  • Coordinated logistics and escorted C-level management for one and two day non-deal roadshows to discuss the current business
  • Consistently led analyst group in various monthly sales metrics including outgoing sales calls and non-deal roadshows, which drove
Candidate Info
4
years in
workforce
2
years
at this job
BS
Economics
36

Equity Research Analyst

Performed stock analysis and stock selection for the Sanlam India Opportunities Fund

  • Developed and maintained complex financial models
  • Identified investment opportunities by preparing thematic research reports as needed by clients
  • Completed more than 20 thematic research reports
  • Analyzed economic data and correlations
  • Updated quarterly, monthly and annual reports to financial models
  • Prepared monthly and quarterly market reports
Candidate Info
6
years in
workforce
4
years
at this job
BE
Electronics And Communication
MA
Business Administration
MA
Management Information Systems
37

Equity Research Analyst

Performed stock analysis and stock selection for the Sanlam India Opportunities Fund

  • Developed and maintained complex financial models
  • Identified investment opportunities by preparing thematic research reports as needed by clients
  • Completed more than 20 thematic research reports
  • Analyzed economic data and correlations
  • Updated quarterly, monthly and annual reports to financial models
  • Prepared monthly and quarterly market reports
Candidate Info
6
years in
workforce
4
years
at this job
BE
Electronics And Communication
MA
Management Information Systems
MA
Business Administration
38

Equity Research Analyst

Mumbai

  • Member, European Property Team & U.S. Equity REITs covering 75% of industry's market size ($227 bn)
  • Lead junior analyst responsible for 1 of 3 knowledge publications; Proactively reduced report generation time by 70%
  • Designed initiation reports, analyzing companies' investment points, markets & portfolios, fed 1500 clients globally
  • Autonomously created & published 'Property Ticker', our analysis of recent events, a daily subscription of 900 clients
Candidate Info
1
year in
workforce
6
months
at this job
HS
High School Diploma
Aerospace Engineering
39

Equity Research Analyst

Developed recommendations on domestic and international IPOs across various sectors based on fundamental
research

  • Projected fair value of equities by constructing detailed financial models to perform discounted cash flow,
  • Performed extensive due diligence on prospective offerings by analyzing the financial data and business plans
  • Performed technical analysis on industry peers and investigated corporate governance practices
  • Responded to client and media inquiries focused on valuation, model sensitivity and key investment risks
  • Contributed to the semi-annual company report on global IPO activity and conducted research on the IPO
Candidate Info
3
years in
workforce
1
year
at this job
BA
Biochemistry
Cfa
40

Equity Research Analyst

Managed the [company name]., an equity portfolio of over $500K by implementing a relative value arbitrage strategy

  • Applied fundamental research methods by combining information from industry research reports and SEC filings; utilized financial
  • Updated company specific parameters by creating and maintaining valuation models such as price/earnings, price/sales, price/book, and discounted cash flow
  • Applied modern portfolio theory by developing a mean variance optimization model to maximize portfolio returns with a minimum
  • Implemented and analyzed a statistical arbitrage model to identify long/short ideas that have a high probability for mean reversion
  • Created investment research reports and presentations, which were presented to the Investment Oversight Committee for approval, by organizing fundamental, quantitative, and technical data into formal presentations
Candidate Info
5
years in
workforce
1
year
at this job
BBA
Finance
International Business And Marketing

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