Equity Research Analyst Resume Samples - Page 5

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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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41

Equity Research Analyst

  • Presented investment recommendations to CIO which led directly to buy/sell decisions; recommendations
  • Researched a broad spectrum of industries (including rail, alcoholic beverages and tobacco)
  • Developed a model to uncover undervalued stocks that ranked securities based on strength and consistency of cash flow generation
  • Analyzed macro, sector, and portfolio news daily and reported noteworthy items directly to the CIO,
  • Created equity and credit overviews that were featured in weekly investment team meetings
Candidate Info
5
years in
workforce
1
year
at this job
C
Finance
BS
Civil Engineering
MBA
Finance
42

Senior Equity Research Analyst

[company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. Avalon's mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. The firm's annual revenue exceeds $15 million providing research to over 150 money managers. The company provides its clients with research service in the healthcare, retail, financial, and information technology sectors utilizing sixteen analysts.

  • Senior Research Analyst managed retail equity research team of three associates
  • Consulted institutional clients making investments in the retail sector
  • Wrote research reports providing industry analysis and company specific long and short investment
  • Developed earnings, balance sheet and cash flow models and maintained First Call estimates
  • Met with CEO, COO, CFO and other executive management team members analyzing the company's
  • developing network of information from key consumer industry contacts
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Finance
43

Senior Equity Research Analyst

[company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. Avalon's mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. The firm's annual revenue exceeds $15 million providing research to over 150 money managers. The company provides its clients with research service in the healthcare, retail, financial, and information technology sectors utilizing sixteen analysts.

  • Senior Research Analyst managed retail equity research team of three associates
  • Consulted institutional clients making investments in the retail sector
  • Wrote research reports providing industry analysis and company specific long and short investment
  • Developed earnings, balance sheet and cash flow models and maintained First Call estimates
  • Met with CEO, COO, CFO and other executive management team members analyzing the company's
  • developing network of information from key consumer industry contacts
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Finance
44

Equity Research Analyst

  • Defined competitive landscape of US car rental industry and built operational metrics utilizing positive macroeconomic
  • Identified business models and conducted risk analysis of Avis Budget Group and Hertz Rent-A-Car
  • Built DCF stock valuation models and performed sensitivity analysis under 3 scenarios and 16 key drivers assumptions
  • Presented buy/sell recommendations on HTZ and CAR and achieved 25% portfolio return in three months
Candidate Info
10
months in
workforce
4
months
at this job
BS
Mathematics
MA
Finance
45

Senior Equity Research Analyst

Variant Research produces proprietary equity research in a bottom-up, fundamental approach. The firm serves roughly 100 Institutional Investors across the U.S. accumulating over $10 million in annual revenue. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts.

  • Senior Research Analyst managed consumer equity research team of 6 associates
  • Consulted institutional clients making investments in the consumer sector
  • Wrote research reports providing industry analysis and long and short investment recommendations
  • Developed earnings, balance sheet and cash flow models and maintained First Call estimates
  • Met with CEO, COO, CFO and other executive management team members to analyze the company's
  • developing network of information from key consumer industry contacts
Candidate Info
6
years in
workforce
4
months
at this job
BS
Business Finance
46

Senior Equity Research Analyst

Variant Research produces proprietary equity research in a bottom-up, fundamental approach. The firm serves roughly 100 Institutional Investors across the U.S. accumulating over $10 million in annual revenue. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts.

  • Senior Research Analyst managed consumer equity research team of 6 associates
  • Consulted institutional clients making investments in the consumer sector
  • Wrote research reports providing industry analysis and long and short investment recommendations
  • Developed earnings, balance sheet and cash flow models and maintained First Call estimates
  • Met with CEO, COO, CFO and other executive management team members to analyze the company's
  • developing network of information from key consumer industry contacts
Candidate Info
6
years in
workforce
4
months
at this job
BS
Business Finance

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