Financial Research Analyst Resume Samples

The basic job duty of a Financial Research Analyst is to research, analyse, interpret and present data related to finance or accounting. A well-written Financial Research Analyst Resume mentions the following duties – providing various analyses and investment guidance on various companies, conducting financial research, and analytical support to sales, reading periodical and annual financial statements, participating in investors meetings; keeping track of the changing trends in business processes; providing research-based analytical support in forecasting budgets, and conducting research and initiating capital expenditure models.

While most of these analysts start the job with a degree in finance, economics, or accounting, many employers prefer to hire those having a professional certification such as CFA or a master of business administration. Other crucial skills include the following – good with numbers, logic, and the ability to distill large amounts of information.

Financial Research Analyst Resume example

Financial Research Analyst Resume

Objective : Working on provided opportunities. Every Financial Research Analyst position has served of great importance in my development as I continue to pursue my way into banking or investment analysis. Educational background, skills and personal interest makes me a suitable candidate for this particular industry. An industry that allows to maintain political, economic, and business exposure.

Skills : Systems Analyst Analytical Reasoning Behaviour Analysis.

Description :

    1. Conducted research focused on emerging markets, publicly traded firms, indexes and global equity markets.
    2. Provided insight for institutional investors through Verra Financial once-a-month publication focused on emerging markets through Clarity's division.
    3. Conducted quantitative/qualitative analysis on the information to provide concise useful information.
    4. Able to further develop on my passion for economic research with respect to investment and capital markets.
    5. Wrote and published my fist article Weathering the Storm: Peru's Increasing Resistance to International Shocks.
    6. Verra provided the opportunity to implement my understanding of the macro-economic forces affect (influence) an economy, in this case Peru's economy.
    7. Analysed and interpreted financial data such as balance sheets, income statements, cash flows, assets, liabilities, accountants’ reports, etc., in order to understand the company’s current state and develop forecasts of future results. The analyst should have solid analytical skills and be able to communicate effectively with financial analysts from other companies.
                                            Years of Experience
                                            Experience
                                            2-5 Years
                                            Experience Level
                                            Level
                                            Executive
                                            Education
                                            Education
                                            BA In Business Administration


                                            Financial Research Analyst Resume

                                            Objective : Helping organizations in designing business intelligence, reporting and analytics solutions. Expert in leading and managing OBIA/OBIEE implementations. Completed 3 end to end implementations. More than 10 years of experience across industries like financial services, education, hospitality and shipping. Close to 6 years' experience in Financial Analytics, business intelligence and reporting. An ideal mix of technical, functional and managerial expertise.

                                            Skills : OBIA, OBIEE, Financial Analysis, Business Analysis, Project Management, Business Intelligence, ETL, ODI, Data Warehousing, Accounting, Oracle EBS, Financial Modelling.

                                            Description :

                                              1. Prepared financial models, analyze and forecast performance of various companies, evaluate value of stocks using various valuation techniques, and give investment recommendation.
                                              2. Prepared initial coverage reports, earnings review reports, sector report and investment strategy reports.
                                              3. Reported include detailed business model, operational and financial aspects, risk analysis, competitive scenario and industry outlook.
                                              4. Completed coverage of 9 companies and partial coverage of 10 companies.
                                              5. Tracked the merger and acquisition of companies throughout the globe.
                                              6. Resolved demand deposit account recommencement out-of balances.
                                              7. Formulated a detailed view on the company's performance using both quantitative analysis and qualitative information. The analyst should be able to use both quantitative and qualitative methods when presenting a report.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  2-5 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Executive
                                                                                  Education
                                                                                  Education
                                                                                  BA


                                                                                  Financial Research Analyst Resume

                                                                                  Objective : Financial Research Analyst with 2 years of experience in Reviewing financial data to ensure accuracy and completeness, Interpreting the data to determine trends and forecast performance, Preparing reports and provide information needed by management to make strategic decisions.

                                                                                  Skills : Microsoft Excel, Microsoft Access, Researching.

                                                                                  Description :

                                                                                    1. Analysed the supply chain of publicly traded and international companies.
                                                                                    2. Synthesised data from multiple sources to develop an understanding of key industry trends and identify strategic issues for each client.
                                                                                    3. Performed advanced data and statistical analysis in support of the creation and maintenance of statistical models, including Regression and Multivariate models.
                                                                                    4. Produced predictive models which enable the creation of rating plans and evaluation of risk.
                                                                                    5. Helped in managing and mentoring a team of sixteen analysts, and played a leading role in survey design.
                                                                                    6. Built and presented custom client presentations with new content and analysis.
                                                                                    7. Involved in events planning to help in client education and solicitation.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  2-5 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Executive
                                                                                  Education
                                                                                  Education
                                                                                  MA In Financial Economics

                                                                                  Financial Research Analyst Resume

                                                                                  Headline : Financial Research Analyst with 6 years of experience in Analysing financial data and perform analysis to determine financial statements, Developing forecasts and forecasts based on analysis of financial data, Serving as a resource for the management of the firms finance functions.

                                                                                  Skills : People Soft, ADP, Oracle, MS Office.

                                                                                  Description :

                                                                                    1. Managed client information for 401(k) plans.
                                                                                    2. Analysis-ed of mutual funds that I presented to an internal investment committee.
                                                                                    3. Contacted mutual fund companies to discuss specific funds and the performance compared to the benchmark.
                                                                                    4. Created asset allocation models specific to the client.
                                                                                    5. Reconciled quarterly reports of client's data and updated fund information into our proprietary software.
                                                                                    6. Verified data and perform calculations for the difference account and prepare adjustment tickets.
                                                                                    7. Investigate d-inquiries pertaining to personal and/or corporate demand deposit accounts and determine appropriate adjustments.
                                                                                  Years of Experience
                                                                                  Experience
                                                                                  5-7 Years
                                                                                  Experience Level
                                                                                  Level
                                                                                  Executive
                                                                                  Education
                                                                                  Education
                                                                                  BS In General Business

                                                                                  Financial Research Analyst Resume

                                                                                  Summary : Manager with a record accomplishment in management, operations, purchasing at the local, regional and national levels. Creative problem solver with ability to drive revenue growth resolve conflict, improve morale and consistently exceed profit goals.

                                                                                  Skills : Excel, Access, PowerPoint, SQL, VBA, Business Objects, People Soft.

                                                                                  Description :

                                                                                    1. Perform assigned tasks in Metals & Mining and telecom sector; spearheads Initiation Coverage (IC) notes on the companies listed in the global stock exchanges with in-depth study of Economy, Industry and Company (EIC) analysis.
                                                                                    2. Conducted Thematic Research on countries analyzing various parameters such as economic, political etc and prepare reports for review and reference.
                                                                                    3. Liaised with other functions and impart technical guidance and support wherever required.
                                                                                    4. Devised investment strategy to allocate funds based on desired investor risk and available capital.
                                                                                    5. Communicate the findings of research to management through written reports, presentations or telephone interviews.
                                                                                    6. Prepared presentations for internal or external audiences on topics.
                                                                                    7. Collected, analysed, and reporting on data on the US financial markets, including: GDP and GDP per capital; inflation; unemployment; consumer confidence, spending; housing and real estate prices; equity valuations; commodity prices; interest rates; foreign exchange rates and volatility (mean reversion); corporate earnings & dividends; bank loans & asset quality.
                                                                                                                    Years of Experience
                                                                                                                    Experience
                                                                                                                    10+ Years
                                                                                                                    Experience Level
                                                                                                                    Level
                                                                                                                    Senior
                                                                                                                    Education
                                                                                                                    Education
                                                                                                                    B.A. In Marketing

                                                                                                                    Financial Research Analyst Resume

                                                                                                                    Objective : To obtain a Financial Research Analyst, responsible for Providing advice on capital structure, debt/equity ratios and risk profiles to management team, Providing analysis of common stock prices, stock market trends and markets, Developing risk models for capital structure and debt/equity ratios, Monitoring company performance through direct reports or by working closely with external partners to evaluate trends in the industry.

                                                                                                                    Skills : Tableau Analyst, Business Analyst With Tableau.

                                                                                                                    Description :

                                                                                                                      1. Identified trends in economic data or market conditions that may have an impact on the overall financial performance of an organisation.
                                                                                                                      2. Analysed historical data to identify patterns or trends in financial reports.
                                                                                                                      3. Developed models to generate forecasts for future events.
                                                                                                                      4. Prepared reports for internal use and for external clients.
                                                                                                                      5. Analysed historical data to identify areas of concern or trend in market conditions that may have an impact on the overall financial performance of an organisation.
                                                                                                                      6. Analysed and evaluated financial instruments (stocks, bonds, options, etc.) for a variety of applications.
                                                                                                                      7. Developed quantitative models for financial analysis and analysis of market data including asset prices, interest rates, economic growth rates, inflation rates, currency values etc.
                                                                                                                                          Years of Experience
                                                                                                                                          Experience
                                                                                                                                          2-5 Years
                                                                                                                                          Experience Level
                                                                                                                                          Level
                                                                                                                                          Junior
                                                                                                                                          Education
                                                                                                                                          Education
                                                                                                                                          MS In Finance

                                                                                                                                          Financial Research Analyst Resume

                                                                                                                                          Headline : As a Financial Research Analyst, responsible for Modelling financial data at firm level, Estimating cash flows of various business units at different periods/segments of time (e.g., current quarter, current year), Reporting on financial condition of major business units to senior management (e.g., annual profit/loss statement, balance sheet).

                                                                                                                                          Skills : Managing, Business Assistant, Financial Data.

                                                                                                                                          Description :

                                                                                                                                            1. Conducted quantitative research and analysis for the company and its customers.
                                                                                                                                            2. Interpreted financial data in terms of trends and fundamentals.
                                                                                                                                            3. Created detailed reports using proprietary software packages.
                                                                                                                                            4. Identified potential trends in the market, including macroeconomic factors and applicable industry dynamics.
                                                                                                                                            5. Identified potential underpinnings of a business or industry trend (e.g., cyclical, secular).
                                                                                                                                            6. Identified opportunistic trends or market opportunities (e.g., liquidation events).
                                                                                                                                            7. Understood the application of value chain analysis to identify opportunities in non-core segments (e.g., pure play industries, new product launches).
                                                                                                                                                                  Years of Experience
                                                                                                                                                                  Experience
                                                                                                                                                                  5-7 Years
                                                                                                                                                                  Experience Level
                                                                                                                                                                  Level
                                                                                                                                                                  Executive
                                                                                                                                                                  Education
                                                                                                                                                                  Education
                                                                                                                                                                  GED

                                                                                                                                                                  Financial Research Analyst Resume

                                                                                                                                                                  Summary : Financial Research Analyst with 9 years of experience in Analysing risk and performance trends in the markets in which the firm operates (e.g., U.S., Europe), Providing back office support for key financial reports prepared by analysts or other professionals (e.g., tax reports), Proposing solutions for complex problems involving advanced modelling techniques; develop new techniques and improve existing ones.

                                                                                                                                                                  Skills : Planning, Modelling, Searching.

                                                                                                                                                                  Description :

                                                                                                                                                                    1. Analysed corporate cash flow trends, including capital expenditures and debt levels to understand the overall financial health of the corporation or industry's.
                                                                                                                                                                    2. Analysed financial data and prepare reports and presentations based on that analysis.
                                                                                                                                                                    3. Worked with internal clients and external clients to analyse their financial data.
                                                                                                                                                                    4. Reported on results as required by management.
                                                                                                                                                                    5. Provided comprehensive analysis of business trends; identify risks; and recommend solutions to mitigate those risks.
                                                                                                                                                                    6. Created risk assessments using complex models, using standard procedures and procedures developed internally or externally.
                                                                                                                                                                    7. Prepared a risk assessment report that identifies potential issues, gives recommendations for action to mitigate those issues, and outlines the impact of any identified issues on the company's bottom line.
                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                      Experience
                                                                                                                                                                                      7-10 Years
                                                                                                                                                                                      Experience Level
                                                                                                                                                                                      Level
                                                                                                                                                                                      Management
                                                                                                                                                                                      Education
                                                                                                                                                                                      Education
                                                                                                                                                                                      MS

                                                                                                                                                                                      Financial Research Analyst Resume

                                                                                                                                                                                      Headline : As a Financial Research Analyst, responsible for Presenting financial forecasts and trend analysis in a timely manner, Analysing the financial impact of key events impacting markets, Communicating findings in an unbiased fashion while maintaining a professional tone.

                                                                                                                                                                                      Skills : Financial Skills, Managing, Shareholder.

                                                                                                                                                                                      Description :

                                                                                                                                                                                        1. Identified key metrics (such as return on equity) that are used by management to evaluate performance of the company's operations.
                                                                                                                                                                                        2. Analysed financial data using common financial models and accounting standards.
                                                                                                                                                                                        3. Provided input on product development, marketing strategy, pricing, etc.
                                                                                                                                                                                        4. Performed competitive analysis on competitors' products and services.
                                                                                                                                                                                        5. Developed forecasts of future results based on current data and company performance trends.
                                                                                                                                                                                        6. Prepared monthly reports for management.
                                                                                                                                                                                        7. Reviewed quarterly reports for management; prepared annual reports for shareholders.
                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                      Experience
                                                                                                                                                                                                      5-7 Years
                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                      Level
                                                                                                                                                                                                      Executive
                                                                                                                                                                                                      Education
                                                                                                                                                                                                      Education
                                                                                                                                                                                                      GED

                                                                                                                                                                                                      Financial Research Analyst Resume

                                                                                                                                                                                                      Headline : As a Financial Research Analyst, responsible for Preparing reports that include a detailed discussion of the results in light of the organisations mission statement; providing a clear understanding of organizational goals; identifying key performance indicators in order to support strategic planning; identify areas that require improvement; providing recommendations for improvement based upon data collected from interviews or surveys; analysing trends in various markets.

                                                                                                                                                                                                      Skills : Time Management, Analysing, Marketing.

                                                                                                                                                                                                      Description :

                                                                                                                                                                                                        1. Provided comprehensive financial research reports to the Chief Financial Officer (CFO) and/or CFO’s staff.
                                                                                                                                                                                                        2. Performed financial modelling for a variety of business lines including capital budgeting, debt management, liquidity planning & hedging; as well as corporate earnings management and tax planning.
                                                                                                                                                                                                        3. Analysed financial data using a variety of methods including but not limited to: historical data using accounting standards; expert opinions; market trends; and other proprietary or external sources (e.g., government agencies).
                                                                                                                                                                                                        4. Planned, developed, and executed quantitative analyses using standard techniques in order to provide baseline information for decision making.
                                                                                                                                                                                                        5. Conducted market survey research by telephone or face.
                                                                                                                                                                                                        6. Conducted financial research in order to assist with strategic planning and decision making by providing comprehensive analysis of key industry trends, market drivers and competitive dynamics.
                                                                                                                                                                                                        7. Analysed market trends and develop business models, forecasts and projections based on these trends.
                                                                                                                                                                                                                                      Years of Experience
                                                                                                                                                                                                                                      Experience
                                                                                                                                                                                                                                      5-7 Years
                                                                                                                                                                                                                                      Experience Level
                                                                                                                                                                                                                                      Level
                                                                                                                                                                                                                                      Executive
                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                      Education
                                                                                                                                                                                                                                      G.E.D