Equity Research Intern Resume Samples

An Equity Research Intern is responsible for working as an assistant and providing analyses of securities data to inform fund managers and support them in the investment process. A well-placed Equity Research Intern Resume mentions the following duties and responsibilities – providing information to the business management, assisting in making important investment decisions, directing interacting with clients, explaining to customers the importance of models, and working alongside stockbroker and salespeople.

The job requires problem-solving experience, and broad knowledge of the stock market and to interpret data into meaningful recommendations. Other important skills include – market passion, accounting, valuation, and financial modeling skills; strong communication skills, and equity researching skills. While a bachelor’s degree is commonly accepted everywhere, an MBA is mostly preferred. Proficiency in relevant software or data mining software is an asset.

Equity Research Intern Resume example

Equity Research Intern Resume

Headline : An accomplished team player with strong background in the methodologies required for synthesizing financial information, documenting financing strategies, Participating in and supports the planning, development, and implementation of ongoing research projects as programmed by the researchers and principal investigators.

Skills : Microsoft, Python, Bloomberg, R, Matlab, Data Analysis, Financial Analysis, French, Mandarin, Financial Risk Management.

Equity Research Intern Resume Model

Description :

  1. Processed earnings calls/releases, updated financial models, and conducted variance analysis.
  2. Maintained market intelligence system and provided ongoing monitoring of the Cleantech industry.
  3. Examined market data to identify and analyze current and industry trends and provide ongoing findings.
  4. Assisted with preparation of research reports and notes on companies for distribution to institutional clients.
  5. Concisely summarized and analyzed press releases and news articles pertinent to industry.
  6. Prepared short interest report to get an idea of investor sentiment towards companies in industry.
  7. Prepared exchange rate graphs to see impact of currency changes on companies' earnings.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A. In Economics


Equity Research Intern Resume

Objective : Self-motivated Equity Research Intern professional with superior analytical skills and a dedication to accuracy and detail. Four years of experience in asset allocation and manager selection for a $3.6 billion university endowment. Areas of focus include traditional equity, fixed income and alternative asset classes.

Skills : Financial Research, Microsoft Software.

Equity Research Intern Resume Template

Description :

  1. Conducted market research on end markets and determined their impact on the performance of the covered companies.
  2. Produced a supply chain report on covered companies and market segments.
  3. Produced and maintained valuation models.
  4. Analyzed and compared semiconductor companies' financial and profitability ratios across the sector.
  5. Wrote First Call notes for earnings releases and other material events.
  6. Recommended course of action on stocks to portfolio managers based on research, analysis and valuation using DCF, adjusted present value (APV), sum of parts valuation (SOP), comparable multiples and dividend discount method (DDM).
  7. Screened, presented and defended a proposal on a new stock to be included in the approved list of investable stocks.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MBA In Finance


Equity Research Intern Resume

Headline : A highly motivated college senior looking to secure a position with growth and advancement opportunities in private equity, equity research, oil and gas, commercial real estate, commercial banking, investment banking, or as a financial analyst within a company.

Skills : R, Matlab, Excel, Mandarin, Bloomberg.

Equity Research Intern Resume Format

Description :

  1. Performed research on the apparel and footwear sectors in major international markets.
  2. Analyzed research to determine the best entry strategy for domestic apparel companies to enter international markets.
  3. Helped Senior Analyst understand international market conditions using qualitative and quantitative evidence.
  4. Published data and graphs in research reports in order to help clients understand international apparel markets.
  5. Worked on a primer in the Consumer Staples sector.
  6. Broke down large Consumer Staples companies into granular sections in order to help clients see the materiality and market share of individual segments across various countries.
  7. Compiled and analyzed data from different sources such as: Bloomberg, Annual Reports, Euromonitor, and Nielsen.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Economics

Equity Research Intern Resume

Headline : Experienced finance professional with superior analytical ability and advanced financial modeling skill. Actively looking for full-time senior financial analyst position in Bay Area. Know ledged or practical experience in mass spectroscopy, gas chromatography, and/or optical based measurement, sensors and instrument. Know ledged of laser sources, optics, and systems. Performing literature research and provide insight on relevant topics>

Skills : Advanced Excel, SQL, DCF Financial Modeling, PowerPoint, Word, US-GAAP, Crystal Ball, Microsoft Dynamics, Capital IQ, MAS90,.

Equity Research Intern Resume Example

Description :

  1. Developed robust excel-based financial models (incl. Macro) for publicly traded energy/industrial companies.
  2. Modeled detail forecasts with integrated income statement, balance sheet and cash flow statement.
  3. Evaluated companies by using ratios and metrics, such as ROI, Turnover ratios, IRR, NPV, Discounted Cash Flow.
  4. Conducted extensive economic analysis and industry research, developed comprehensive reports and charts to communicate data and financial analyses results.
  5. Participated in quarterly earnings call; Interfaced with covered companies' management team; Performed due diligence on target companies.
  6. Examined current financial statements in order to begin consolidating them while developing a comprehensive consensus model which included all financial valuation models and estimates from equity research analysts.
  7. Provided research and analysis for over 100 companies', using the resulting data to create daily earnings reports.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA In Finance

Equity Research Intern Resume

Objective : Accomplished Financial Services Professional with deep understanding of and experience in Financial Modeling & Research, Security Analysis and Business Valuation. Demonstrating excellent client interaction and team management skills. Proven ability to delivering under time constraints and handling multiple assignments.

Skills : C++,VBA, Python, SAS, SQL, Matlab Bloomberg Terminal, Microsoft offices.

Equity Research Intern Resume Template

Description :

  1. Built financial models utilizing corporate filings and 3rd party analytics platforms (Capital IQ).
  2. Primarily focused in business valuations and comparative company analysis models.
  3. Analyzed oil well performance, portfolio credit risk, and calculating net book value of assets.
  4. Forecasted future cash flows for companies, oil rig performance, a stocks fair market value.
  5. Evaluated the company's stocks' performance trends and made recommendations accordingly on where to set target price and how to rate the stocks.
  6. Developed a dynamic excel correlation risk model which updated daily for a portfolio of 34 stocks.
  7. Developed an excel model which generated appropriate weights to a given security in a portfolio in order to generate maximum returns with a certain level of risk.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
MS In Financial Engineering

Equity Research Intern Resume

Objective : As an Equity Research Intern is Developing and maintaining relationships with investor relations personnel and management of companies under coverage, Conducting industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends, and also Assisting internal sales and trading teams in the timely analysis of breaking news in the sector.

Skills : MS Office, Equality Research, Investment Management.

Equity Research Intern Resume Model

Description :

  1. Researched analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors.
  2. Created and maintained of earnings, valuation and industry models leveraging skills in accounting, finance and economics.
  3. Assisted in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news.
  4. Interested in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry).
  5. Interacted with institutional investors, responding to requests for models, reports and data analysis.
  6. Kept abreast of industry-related news flow. 
  7. Analyzed implications of news/industry developments to companies under coverage.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                MBA In Finance

                Equity Research Intern Resume

                Objective : Seeking employment with a company where I can grow professionally and personally, Experience with standard laboratory methods, including but not limited to cell culture, biochemical assays, ELISAs, Western blotting, PCR and RT-PCR, and maintaining laboratory stocks and reagents, Know ledged in ionization theory and methods, Know ledged on vacuum technology equipment, measurement and applications.

                Skills : Microsoft, Financial Analysis, Data Analysis, Data Collection, SAS, Jd Edwards, Business Development, Bloomberg, Business Analysis.

                Equity Research Intern Resume Example

                Description :

                1. Constructed financial models based on fundamental analysis.
                2. Hired into a relatively new internship role within an established Investment Bank that focused on the excellent management of client resources and .
                3. Researched companies for qualitative and quantitative analysis which included developing a financial model for automobile sector Other .
                4. Worked heavily with Bloomberg software to perform specific company-by-company research and analysis.
                5. Learned Transferable Skills (Communication, Quality of Work, Time Management) Managed criticism and learned how to use it for improvement.
                6. Researched on the listed company; Wrote in-depth Research reports and weekly industry reports.
                7. Conducted data mining and analysis; made PPT presentations.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                BS In Finance

                Equity Research Intern Resume

                Objective : Over 5 years of experience in finance analysis and reporting, with familiarity in finance modeling and planning, budgeting requirements, Access SQL, VBA, and Tableau. Experienced in data mining, finance statement analysis, developing business models, and regulatory/senior mgmt. reporting.

                Skills : Miscorsoft Excel, Word, Outlook, Power Point, Access, Microsoft Dynamics CRM, SharePoint, Morningstar, Bloomberg.

                Equity Research Intern Resume Sample

                Description :

                1. Researched and analyzed money transfer/POS industry and developed strategies in India, Mexico, China.
                2. Researched $22bln fixed income energy portfolio with CDOs, trenches, swaps in US, Western Europe.
                3. Analyzed energy production and financial data, synthesized large amounts of data into condensed forms Used Excel to code improvements and updates to .
                4. Supported due diligence and ongoing monitoring of portfolio holdings and future investment opportunities within the $250 million small cap portfolio, .
                5. Conducted industry and fundamental analysis on companies assigned to discover investment opportunities Created stock screens to facilitate the.
                6. Collaborated with Portfolio Manager to create and market a portfolio of socially responsible investments to current and prospective clients.
                7. Discovered and recommended out-performing foreign and domestic equities through extensive research using Bloomberg Terminal, Morgan Stanley Research.
                Years of Experience
                Experience
                2-5 Years
                Experience Level
                Level
                Executive
                Education
                Education
                BBA In Finance

                Equity Research Intern Resume

                Headline : Equity Research Intern is Performing day-to-day experimental activities, maintain detailed up-to-date laboratory notebook, utilize safe laboratory and animal protocols, Assisting with laboratory regulatory processes, including protocol development and communication, Assisting with data management.

                Skills : Factiva, Thompson Reuters, Edgar-Scan, QuickBooks, Yardi, Lotus Notes.

                Equity Research Intern Resume Model

                Description :

                1. Worked remotely as an equity research intern performing fundamental research on micro-cap and small-cap companies across various sectors.
                2. Researched industry fundamentals & firms' financial statements to make recommendations to Portfolio Manager Constructed financial models to forecast .
                3. Offered investment advice; also visualized data using excel.
                4. Drafted research reports on world markets, policies, specific developments, operation metrics and valuation models; pitched NavInfo Co., resulted.
                5. Operated standard office equipment and uses required software applications.
                6. Operated standard office equipments and using, or have the ability to learn, required software applications.
                7. Organized and prioritized multiple tasks and meet deadlines.
                            Years of Experience
                            Experience
                            5-7 Years
                            Experience Level
                            Level
                            Executive
                            Education
                            Education
                            BBA In Finance

                            Equity Research Intern Resume

                            Headline : To obtain an Equity Research Intern is Preparing PowerPoint presentations, memos, and other content to inform the work of the research team. Supporting the research team in preparing responses to time-sensitive requests from media and policymakers. Attending select external meetings and events and identify/report back on key takeaways aligned with IHEP focus areas. Supporting with planning and logistics for convenings. Collaborating with and provide assistance to other departments and staff as needed.

                            Skills : Online Research, Basic Financial Modeling. Stock And Options Trading.

                            Equity Research Intern Resume Model

                            Description :

                            1. Communicated effectively, both orally and in writing.
                            2. Worked independently as well as collaboratively within a team environment.
                            3. Provided a high level of customer service.
                            4. Established and maintained effective working relationships.
                            5. Worked with and through others to achieve desired outcomes.
                            6. Made prompt, pragmatic choices and act with the client in mind.
                            7. Supported IHEP’s research team with quantitative and qualitative research and analysis of policy- and practice-relevant postsecondary education issues, including conducting literature, legislation, and policy scans, performing data analyses, and summarizing findings.
                                                  Years of Experience
                                                  Experience
                                                  5-7 Years
                                                  Experience Level
                                                  Level
                                                  Executive
                                                  Education
                                                  Education
                                                  BBA In Finance