Equity Research Associate Resume Samples

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An Equity Research Associate does the same job as an Equity Research Analyst in producing factual reports based on the review of stocks, bonds, and other financial instruments, though the Associate may cover less companies and issue less reports each quarter than the Analyst. An Equity Research Associate sample resume will highlight such skills as generating investment ideas through in-depth strategic, competitive, and valuation analysis, and maintaining detailed financial models with build-up analysis for companies under coverage and industry data. Equity Research Associate resumes characteristically list either an Associates or Bachelor's degree in finance or another related field.

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

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1

Equity Research Associate

Responsible for due diligence and ongoing monitoring of portfolio holdings and future investment opportunities within the $180 million (peak assets) small cap portfolio

  • Conducted analysis of portfolio and performance attribution and reported findings back to the firm's partners
  • Constructed annual and quarterly financial models which were used to estimate a company's future revenue growth, earnings, and bottom line profitability
  • Held one on one meetings and conference calls with CEOs and CFOs and maintained strong relationships with senior management of portfolio and target companies
  • Researched industry trends and analyzed company financial statements in order to make well informed recommendations to the Portfolio Manager
  • Assisted in completing investor presentations which were used for existing and prospective clients
Candidate Info
2
years in
workforce
2
years
at this job
BS
Bachelor of Science
MBA
Master of Business Administration
2

Equity Research Associate

Regarded as the best performing associate by the Chief Research Analyst in his 25-year Wall Street career

  • Utilized financial data platforms to research and build valuation models (Bloomberg, FactSet, and ThomsonOne)
  • Regularly interacted with management and investment professionals to produce comprehensive research
  • Performed deep, bottom-up fundamental analysis on over 20 stocks in disparate industries
  • Aided in generation of internal research reports for top performing $1 billion fund, as well as other funds
  • Introduced innovative research techniques to increase efficiency and provide crucial data
  • Demonstrated ability to quickly comprehend and effectively analyze stocks in diverse industries
  • Worked full-time while maintaining full MBA course load continuing to achieve top academic performance
Candidate Info
5
years in
workforce
7
months
at this job
BS
Business Management
MA
Finance & Investments
3

Equity Research Associate - Financial Services

Worked jointly with top-tier analyst in covering 12 commercial lenders structured as business development companies (BDCs) focused on the middle market, in addition to monitoring an additional 9 to 20 non-covered specialty finance companies.

  • Responsible for in-depth valuation and business performance analysis of commercial lenders, banks, closed end funds, leasing companies, consumer lenders and specific assets as the result of M&A activity.
  • Designed and created proprietary BDC industry model that benchmarks and compares key operating metrics, performance statistics, and liquidity needs across the space and analyzed this model on a quarterly basis.
  • Communicated daily valuations and relative value in context of recommendation with trading and sales teams.
  • Drafted 12 company initiations, three industry reports, quarterly earnings research reviews, and frequent pro-active research ideas for publication.
  • Produced marketing material for non-deal road shows, and educational material for IPOs or follow-on equity offerings.
  • Regular maintenance of relationships with public company management teams, including due diligence on companies for coverage or as part of transactions.
Candidate Info
6
years in
workforce
3
years
at this job
BS
Biochemistry
MA
Master of Arts
Molecular Biology And Genetics
4

Equity Research Associate Director

Sole Associate supporting lead analyst in the equity research coverage of approximately twenty companies within the Pharma Services and Healthcare Distribution sectors.

  • Wrote company research reports, earnings notes, and industry pieces for covered companies.
  • Assisted in initiating coverage on the two additional companies within the medical/dental distributor industries.
  • Communicated with clients, sales and trading on company specific investment themes, industry trends and news flow.
  • Developed and maintained relationships with industry contacts and company executives to enhance qualitative research.
  • Built, maintained and forecasted company financial models and compiled industry statistics to support of research.
Candidate Info
18
years in
workforce
3
years
at this job
BS
Marketing
MBA
Finance
5

Equity Research Associate

Assisted Senior Analyst to cover Imaging, Hard Disk Drives, and IT distribution companies and initiate coverage of five companies in PC and Enterprise Storage sectors.

  • Analyzed company financials and conducted valuation exercises such as DCF, sum-of-parts, and M&A models.
  • Developed and maintained relationships with companies under coverage, and channel distribution/industry contacts.
  • Conducted channel/supply chain checks on PCs, handset and storage to ascertain the accuracy of our revenue forecast.
  • Interacted with sales force and facilitated the company's non-deal road shows and investor meetings.
  • Constructed bi-weekly industry pieces and actionable investment reports.
  • Assisted in the design and preparation of analyst marketing strategy and materials.
Candidate Info
3
years in
workforce
2
years
at this job
MS
Quantitative Finance
MBA
Teaching Assistant
6

Equity Research Associate

Worked closely with senior analyst to cover wide range of technology companies

  • Initiated coverage on eleven companies
  • Created, updated, and maintained detailed financial models
  • Reviewed and analyzed financial statements
  • Designed, conducted, and analyzed surveys to develop proprietary data
  • Developed contacts with companies' suppliers, competitors, and partners
  • Traveled extensively to visit companies, conferences, and buy-side clients
Candidate Info
5
years in
workforce
5
years
at this job
BA
Economics
7

Equity Research Associate

Wrote company and industry specific reports for distribution to institutional clients

  • Constructed and maintained complex earnings models such as forecast earnings estimates and valuations, including updating company models or comp spreadsheets
  • Worked with bank research department to publish quarterly previews and post-views
  • Collected and analyzed data from annual reports, earnings releases, Bloomberg, SNL Database, ILX, and FactSet
  • Attended company-sponsored analyst meetings and developed relationships with company management
  • Prepared marketing handouts for client meetings
  • Trained research assistant and associate
Candidate Info
5
years in
workforce
4
years
at this job
BS
Finance
8

Equity Research Associate, Global Energy

Evaluated 15 Exploration & Production companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements

  • Compiled reserve statistics for over 80 Exploration & Production companies
  • Tracked U.S. oil and natural gas supply and demand with EIA/DOE data
  • Wrote research reports, financial analyses, and forecasts for the energy sector
  • Collaborated with Global Energy Group on thematic research topics for publication - Shale Oil and Enhanced Oil Recovery EOR
  • Developed PowerPoint marketing materials used for presentations to institutional investors
  • Constructed, updated, and maintained company financial models
  • Disseminated industry breaking news in a timely manner to the equity trading group
  • Communicated company recommendations and updates to equity sales.
Candidate Info
23
years in
workforce
2
years
at this job
BBA
Finance
9

Equity Research Associate, Satellite Communications Group

  • Primary Associate for #1 ranked team by Institutional Investor Magazine
  • Covered 15 companies, including satellite broadcasting (DirecTV) and radio (Sirius XM)
  • Authored company and industry research reports, including 300-page market analysis for annual Satellite Communications Industry Conference
  • Developed and maintained financial models for all companies under coverage
  • Initiated coverage of online streaming-media companies (RealNetworks)
  • Communicated investment recommendations to institutional investors with respect to valuation, projected financial performance, strategy, and industry catalysts
Candidate Info
3
years in
workforce
3
years
at this job
BA
Art History
MBA
Master of Business Administration
10

Equity Research Associate

  • Associate for Institutional Investor-ranked analyst, advising clients on 32 stocks in the transportation sector to elicit and sustain investor interest.
  • Researched and wrote reports using Security & Exchange Commission filings and analyst-initiated models.
  • Compiled, analyzed, and reported on sector profit and loss, cash flow and balance sheet metrics.
  • Utilized data to guide model development and marketing analyses and presentations to investors.
  • Created strategic pitches for institutional clients using public comparables and indicators.
Candidate Info
7
years in
workforce
5
months
at this job
BS
Mathematics - Pure And Applied
BE
Electrical Engineering
MA
Finance

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