Equity Research Associate Resume Samples

An Equity Research Associate is tasked with the duty of analyzing securities, conducting investment research, conducting industry-specific surveys, evaluating equity investments, producing financial models, and generating proprietary reports. A well-drafted Equity Research Associate Resume mentions the following core duties and tasks – creating financial modeling charts, providing investment recommendations; researching and analyzing securities data; compiling financial statement analysis; monitoring market systems and performances; assisting senior analysts with investment research, and simplifying dense and complex financial data.

The most sought-after skills for the post include the following – proficiency in data mining software; knowledge of stocks, bonds, and index funds; strong research abilities; a good understanding of foreign financial markets; and familiarity with trade jargon. Employers prefer to hire those possessing a degree in finance or accounting or statistics.

 

Equity Research Associate Resume example

Equity Research Associate Resume

Objective : Seeking an Equity Research Associate profession with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Research Analysis, Microsoft Suite, Managing Skills.

Description :

    1. Conducted fundamental in-depth research regarding industries and companies under coverage.
    2. Drafted reports for covered industries and companies.
    3. Communicated with buy-side clients and resolved their questions regarding the company/industry specified issues Prepared results review for covered companies during earnings season.
    4. Worked on an IPO deal for a Chinese concrete pile company: site visit, management discussion, report draft, and financial modeling.
    5. Built and maintained financial models for companies under coverage using Bloomberg and Reuters terminals.
    6. Collected daily news flow for the companies and industries under coverage and distributed to buy-side clients.
    7. Channel-checked with construction machinery dealers about sales and demand outlook.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
GED


Equity Research Associate Resume

Summary : Equity Research Associate with over 15 years of experience examining macro and microeconomics trends that impact the investing environment and proven success in providing trading and investment professionals with deep insight into sectors, industries and individual securities by leveraging bottom-up and top-down sector analysis as well as fundamental and quantitative research. Highly respected thought leader, who has been quoted by national and international media for commentary on market color, insights and recommendations.

Skills : MS Excel, Researching Skills, Coordinating Skills.

Description :

    1. Provided analytical and quantitative research support to the Chief Investment Strategist by establishing crucial relationships between various economic, fundamental, and quantitative variables.
    2. Researched and evaluated various sectors, industries, and companies to select appropriate investment ideas, and made detailed recommendations to enhance portfolio performance.
    3. Designed a sector rotation strategy on valuation and earnings for the risk arbitrage trading desk.
    4. Created briefing packages and marketing presentations for clients, media, and roadshows.
    5. Nurtured and maintained relationships with critical Institutional Investor clients and sales force.
    6. Coordinated meetings for research analysts and industry experts and government officials.
    7. Prepared DB NDR (non-deal roadshow) presentation materials.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
G.E.D


Equity Research Associate Resume

Summary : Highly experienced Equity Research Associate professional who is a confident communicator and builder of high performance teams. Over 15 years experience in a number of industry sectors, from investment services to hospitality to banking. Seeking an opportunity with a company that shares the same values strong work ethic, creative problem solving, and forward thinking.

Skills : MS Office, Analyzing Skills, Multitasking.

Description :

    1. Used fundamental analysis principles combined with technical analysis and tactical business strategy evaluation.
    2. In charged of building the financial models in the upstream technology sectors providing company insights analysis for more than 30 companies including Tatung, Sino-American Silicon, Green Energy Tech.
    3. Evaluated the operating risk for coverage companies and utilized the knowledge of business and financial cycles to minimize investment risk.
    4. Demonstrated to analyze and interpret financial statements and elaborated on the sensitivity analysis and scenario analysis to assess the covered company value.
    5. Created the research reports database and summarized more than 60 daily reports which increase efficiency for the research department by 90%.
    6. Proficiency in compiled data resulted in the delivery of company snapshot and investment research for the overseas subsidiaries (London, Shanghai, and Hong Kong) in less than half of the time as previously expected.
    7. Provided the best-in-class customer service responses which resulted in a 95% satisfaction rating.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
G.E.D

Equity Research Associate Resume

Objective : As an Equality Research Associate, responsible for Engaging with these individuals to understand whether they are the right fit for our clients. Experience in Persuading relevant individuals to take part in a consultation with our client and negotiate terms, etc.

Skills : Excel, Researching Skills, Management Skills.

Description :

    1. Performed fundamental analysis and channel checks for small-mid cap semiconductor companies, tracked large-cap semiconductor companies and submitted analysis in a timely manner.
    2. Produced and maintained valuation models.
    3. Analyzed and compared financial and profitability ratios across the sector.
    4. Collected industry data and conducted market research.
    5. Produced initiation reports and reports on earnings releases.
    6. Presented production ideas and company updates to the analysts.
    7. Participated in analysts' ramp up coverage to accelerate the semi team's growth.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Equity Research Associate Resume

Objective : Equality Research Associate with an 3 years of experience in Developing and maintaining models to depict projected financial results and to value companies. Responsible for Supporting various financial analyses, including valuations and merger consequences, etc.

Skills : Microsoft Excel, Analyzing Skills, Developing Skills.

Description :

    1. Provided equity research coverage of 12+ oil and gas exploration and production (E&P) companies.
    2. Maintained commodity market tracking models and authored written products commenting on the trends within both commodity and broad energy markets.
    3. Analyzed investment opportunities and created compelling arguments for institutional clients.
    4. Upgraded outperformed EPX by 8%; downgrades underperformed by 1%.
    5. Built and maintained company-specific, macroeconomic, and industry financial models.
    6. Organized and led investor events including bus tours, conference calls, non-deal roadshows, and annual conferences.
    7. Created and executed marketing events for institutional investors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Equity Research Associate Resume

Headline : Equity Research Associate with 2 years of experience in Performing equity research by applying models in a cross-sectional scenarios and valuating two Internet companies through times series projection, etc.

Skills : Microsoft Excel, Financial Skills, Coordinating Skills.

Description :

    1. Supported research production by building and maintaining financial models, monitoring and interpreting economic data, and evaluating the quality (relative valuation, multiples analysis) of 14 equities under coverage.
    2. Responsible for co-authoring a weekly equity & credit default swap review and monthly housing-related economic notes.
    3. Developed statistical forecasting models on EViews to estimate macro-level housing trends and support ongoing investment theses.
    4. Performed high functioning operational and Excel tasks.
    5. Integrated the financial models and valuation tools of two equities under coverage post-M&A activity.
    6. Led and successfully executed the transition from Bloomberg's to FactSet's API on all Excel models after the firm-wide policy change.
    7. Responsible for the design and preparation of analyst marketing materials.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
G.E.D

Equity Research Associate Resume

Objective : To obtain an Equality Research Associate with 2 years of experience in Analyzing historical research and provide analysis on how to learn from, understand, reconcile with, and honor the universitys history as the institution moves forward. Responsible for Producing position papers, as well as other written materials, for leadership on historical analysis as well as implications for the future.

Skills : PowerPoint, Managing Skills, Problem Solving Skills.

Description :

    1. Generated actionable investment ideas from rigorous quantitative and qualitative research.
    2. Developed and grown relationships with C-suite executives, investors, and other leading financial institutions.
    3. Delivered, tailored marketing pitches to clients, and partnered with salesforce to anticipate client support needs.
    4. Managed several major projects, including establishing a new research platform, initiating on 10 new companies, creating operational performance reports, and designing a model initiation format.
    5. Conducted bespoke research for institutional clients comprising data from Bloomberg, FactSet, DataInsight, annual reports, and government websites.
    6. Prepared marketing collateral for non-deal roadshows and marketing events.
    7. Met and communicated with top managers at selected firms.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
G.E.D

Equity Research Associate Resume

Objective : As an Equality Research Associate, responsible for Communicating with the equities sales force and traders, clients and company managements, etc.

Skills : Microsoft Office, Financial Modeling, Financial Analysis, Financial Valuation, Market Analysis, Market Research, Forecasting.

Description :

    1. Developed performance assessment metrics for 13-18 publicly-traded companies and their product portfolios based on firm-specific drivers, industry and economic analyses, discussions with executives, and surveys of industry participants.
    2. Conducted proprietary channel checks to identify customer preference, demand trends, and market share movements.
    3. Utilized intelligence collected to measure the effectiveness and efficiency of corporate initiatives, including new product launches, streamlining activities, greenfield expansions, and acquisitions.
    4. Forecasted pro forma financial statements utilizing analyses of historical P&L performance and future long- and short-term growth opportunities and challenges.
    5. Formulated and pitched investment ideas to 500+ institutional investors through co-authoring 200+ research reports annually.
    6. Investigated business trends in China's composite and wind energy industries, resulting in gaining #1 position on a stock call among 19 sell-side research teams.
    7. Converted industry knowledge into understandable investment opinions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS In Finance

Equity Research Associate Resume

Objective : Highly qualified Equity Research Associate with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : MS Office, Multitasking, Interpersonal Skills.

Description :

    1. Conducted predictions on East Asian steel/metals/industrial sectors.
    2. Conducted proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders.
    3. Built and maintained financial models.
    4. Wrote research reports for initiations of coverage, analysis of data, and industry/company news.
    5. Conceived and executed on differentiated project ideas.
    6. Interfaced with company management teams, internal sales and trading personnel, and institutional investors.
    7. Conducted valuation analysis within the Non-Life Insurance sector.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Junior
                      Education
                      Education
                      MS In Finance

                      Equity Research Associate Resume

                      Objective : Equality Research Associate with 5 years of experience in Researching about the companies and industries by gathering quantitative data from financial reports, economic reports and qualitative data by interviewing company management & professionals across the value chain of the company.

                      Skills : Creative Skills, MS Office, Researching Skills.

                      Description :

                        1. Performed in-depth fundamental and valuation analysis, and financial modeling of companies in the Industrials sector and wrote equity research reports quarterly after earnings release and as required.
                        2. Published industry and sector-specific economic reports based on macro timeliness.
                        3. Performed portfolio analysis on various sectors for providing top investment picks.
                        4. Calculated risk-adjusted performance measures based on portfolio risk/reward assessments and prepared structured reports on market risk exposures.
                        5. Created simulated equity strategy models for comparing expected versus actual market risks through statistical backtesting measures such as VaR and Monte Carlo Simulations.
                        6. Tested portfolios for sensitivity analysis and stress scenarios on monthly basis.
                        7. Built/maintained multiple financial and operating metric models while tirelessly optimizing previously created models.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      High School Diploma