Equity Research Resume Sample
Hosea Torphy
5212 Blanda Cape,
Boston,
MA
+1 (555) 729 5456
Work Experience
Head of Equity Research, Managing Director
04/2016
-
PRESENT
Houston, TX
- Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. Also exposure to diverse external clients (understanding of the firm’s account focus list)
- Responsibility for the safeguarding of confidential information, whether it is information entrusted by our customers, information regarding JPMorgan Chase’s businesses and activities, or information about other employees
- Assisting in the design and preparation of analyst marketing strategy and materials
- Responsible for preparing reports on companies in the global utilities sector for presentation at the firm’s quarterly investment strategy meetings
- Comprehensive understanding of the capital markets
- Knowledge of Visual Basic, Bloomberg, and HOLT an asset
- Analyze industry macro trends and company financials under the direction of the senior analyst
- Monitor and maintain financial models and industry databases ensuring correct and up-to-date information for research reports
Equity Research
02/2010
-
03/2016
Boston, MA
- Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
- Solid understanding of business modeling and accounting principals
- Responsible for preparing reports on companies in the global consumer discretionary sector for presentation at the firm’s quarterly investment strategy meetings
- Maintain a model portfolio of companies in their coverage universe
- Help integrate ESG analysis into Morgan Stanley’s mainstream research
- The role supports senior analysts in the technology sector and can include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
- Attend industry conferences and medical meetings
- Maintain calendars of the Research Analyst team, arrange internal and external meetings. Pro-actively ensure diaries do not have clashes, use initiative to find resolutions and workarounds. Set up and manage regular meetings
- Arrange all conference calls, rooms, AV equipment, dial in numbers and video conference facilities
Equity Research Assistant
11/2002
-
08/2009
Chicago, IL
- Review business/trade publications, annual reports, financial filings and other sources to gather/synthesize/interpret data on companies followed by the senior analyst
- Provide analytical support by maintaining and updating financial and valuation models on companies
- Assist in writing research notes and reports based on senior analyst's investment theses
- Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
- Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
- Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
- Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
Education
Central Washington University (CWU-Des Moines)
1998 - 2002
Bachelor's Degree in Accounting
Professional Skills
- Maintain calendar appointments, conference schedules and meetings for the research teams. Makes travel and accommodation arrangements, prepares itineraries and coordinates with teams to keep all parties informed of upcoming events, schedule changes, etc
- Assist with the planning, coordinating and arrangements for various client and management meetings, luncheons, etc. Anticipates the needs for meeting rooms, menus, travel arrangements, presentation materials, etc
- Strong financial skills, including at least two years of analytical experience in the healthcare or investment industry
- Excellent analytical and reasoning skills; comfortable suggesting and presenting solutions
- Strong analytical skills with the ability to dissect and evaluate information to drive interesting thought provoking analyses
- Good written and oral communication skills and experience writing equity research reports/ notes
- Strong financial modeling skills and the ability to deconstruct a hedge fund’s historic returns
How to write Equity Research Resume
Equity Research role is responsible for analytical, financial, interpersonal, modeling, research, quantitative, excel, analysis, finance, capital.
To write great resume for equity research job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Equity Research Resume
The section contact information is important in your equity research resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Equity Research Resume
The section work experience is an essential part of your equity research resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous equity research responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular equity research position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Equity Research resume experience can include:
- Co-ordinate and book all travel for whole assigned group including flights, hotels, currency, taxis etc. Ensure relevant agendas and itineraries are organised, including liaising with senior admin support personnel in other locations
- Strong communication, interpersonal skills and a good writer
- Strong analytical skills with the ability to dissect and evaluate information to drive interesting thought provoking analysesRoles & Responsibilities
- Excellent communication skills, both written and verbal communication
- Excellent analytical skills, proficiency in Excel
- Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a requirement
Education on an Equity Research Resume
Make sure to make education a priority on your equity research resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your equity research experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Equity Research Resume
When listing skills on your equity research resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical equity research skills:
- Excellent writing skills and prior experience with writing research reports is a prerequisite
- Exceptional financial analysis and modelling skills and very strong knowledge of Microsoft Excel in particular
- Solid analytical and sales skills
- Strong verbal and written skills – fluency in Russian and English is essential
- Strong PowerPoint skills are required
- Technical Skills (Programs, Methodologies, Systems).Excellent knowledge of PC applications (i.e. Excel, Word, PowerPoint)
List of Typical Experience For an Equity Research Resume
1
Experience For Equity Research Assistant Resume
- Create and maintain earnings/valuation models leveraging skills in accounting, finance and economics
- Solid experience in economics
- Contribute effectively in divisional projects
- At least three years of experience in a bulge bracket Firm
- Experience within Institutional Securities
- Experience with calendar management, expensive management and extensive travel/logistics
- Equity research or sector coverage experience in Regional Consumer a distinct advantage
- Proactive mindset with strong curiosity about drivers behind key company and industry trends
2
Experience For Head of Equity Research, Managing Director Resume
- Experienced equity research/investment analyst in the utilities or power sector
- Strong team orientation and the ability to manage other team members
- Extract data from DataStream/Factset/Bloomberg/Reuters/In-house data systems to prepare research packs prior to client meetings and research trips
- Strong knowledge of office applications
- Up to two years' experience as an equity research analyst – open to sector specialism
- At least one year of work experience within a financial institution
- Cultivate strong relationships with both internal and external stakeholders
3
Experience For Product Management Associate, Equity Research Resume
- Advanced Outlook experience
- Be part of an experienced and international equity research team
- Strong interest and knowledge of financial markets, especially Equities
- Demonstrated interest in the Clean Technology or Renewables sector
- Experience working with three statement financial models
4
Experience For VP-head of Equity Research Resume
- Monitoring market activity, recognizing ‘breaking news’ and working with research analysts to ensure timely and commercial response
- Editing equity research reports, reviewing content for grammar usage and application of editorial and formatting styles
- Reviewing and signing off equity research reports, ensuring adherence to NYSE Constitution and Rules, Rules 471-474., NASD Rule 2711, and IIROC Rule 3400
- Answering accounting, tax, modeling and valuation questions from equity analysts and buy-side clients
- Conducting one-on-one and small group trainings covering financial statement modeling and equity valuation best practices
- Creating, updating and maintaining company models, company valuation, and industry databases
- Preparing industry/company reports and preparing written material including insightful industry pieces on a regular basis
5
Experience For Associate, Institutional Equity Research Resume
- Liaising with the Compliance department regarding watch list and restricted list stocks
- Developing and implementing proprietary analytical models and tools
- Assessing the elements contributing to a stock’s price/performance
- Undertaking departmental ad hoc projects and tasks, as requested
- Distributing research through department content management system
- Maintaining a high level of communication with equity research analysts
- Keeping abreast of ASEAN TMT industry-related news flow
6
Experience For Equity Research Administrative Assistant Resume
- Keeping abreast of industry-related news flow and events
- Keeping abreast of industrials sector-related news flow
- Delivering on time and within budget complex projects that require the interaction with various groups within DCM and CIBC
- Creating, enhancing and maintaining key industry data base
- Assisting in the design and preparation of analyst marketing strategy and
7
Experience For Equity Research Senior Associate Resume
- Keeping abreast of related sector news flow
- Working with a team of analysts responsible for coverage of life and non-life Insurance companies
- Provide admin support for the team, including managing the electronic and archive storage of documentation and uploading documents to the internal website
- Confirmed understanding of business modeling and accounting principles
- Maintain extensive electronic filing systems – scanning and filing notes and research
8
Experience For GIR, Equity Research, Merchandising, VP Resume
- Lead the investment diligence process by sourcing, evaluating and executing potential fund and direct investments across illiquid asset classes
- Committed to working in a top class Research franchise and being instrumental in maintaining a top ranked Pharmaceuticals team
- Play an important role in producing and writing company and sector research LI-JG1
- Play an important role in producing and writing company and sector research
- Assist internal sales and trading teams in the timely analysis of breaking news in the sector. LI-NF1
- Provide a clear and concise handover briefing to the covering assistant when appropriate
- On-the-job learning & coaching
- Work closely with sales, trading, sales trading, market makers and account managers throughout
9
Experience For Supervisory Analyst, Equity Research Resume
- Benefits including employee banking offers, health benefits and stock purchase options
- Advocate and lead efforts related to supporting the firm’s internal Investment Excellence initiative
- Have worked or be working in an equity research capacity, or come from a relevant industry background
- Base line understanding of the business of Equity Research
- Work with other Analyst’s to create financial models including projections and valuation analyses
- Attend medical meeting and closely watch clinical development programs
10
Experience For Equity Research Trainee Resume
- Organise fact-finding trips and channel-check meetings in clients’ bespoke requests or for investors tours
- Organise fact-finding trips and channel-check meetings upon clients’ bespoke requests or for investors tours
- Assist in writing research notes and reports based on SA's investment theses
- Lead coverage of 5-10 stocks, working under the Senior Analyst
- Follow industry changes, competitive dynamics, and financial trends to publish thought leading research on the healthcare supply chain
List of Typical Skills For an Equity Research Resume
1
Skills For Equity Research Assistant Resume
- Strong communication skills both with external and internal clients, with the ability to communicate complicated analytical conclusions succinctly
- Outstanding financial modeling and analytical skills, writing, client communications, and presentation delivery
- Key skills required include financial modeling, statistics, industry and product analysis, and report writing
- Strong analytical and financial modeling. Strong understanding of the fundamental drivers of returns and risk of investments
- Proven experience in analyzing and recommending investments across multiple market cycle is an advantage
- Proven record of gaining increasing responsibility in current/prior roles
- Accounting experience or financial services experience within equities
- Experience in equity research, investment banking or related experience in
- Well-developed commercial attitude and client marketing/relationship management skills
2
Skills For Head of Equity Research, Managing Director Resume
- Technical skills: MS Excel, VBA, MS PPT, Datastream, Bloomberg
- Prior experience and knowledge in the Auto’s sector is desirable
- Proven experience as a Pharmaceuticals analyst
- Prior experience of Equity Research or accountancy
- Prior experience and knowledge in the Banks sector is highly desirable
- Strong industry knowledge or previous experience in the energy (oil, gas, midstream, power) sectors
3
Skills For Product Management Associate, Equity Research Resume
- Strong industry knowledge or previous experience in the utilities or power sector
- Highly organised and able to plan, prioritise and deliver high volumes of work to strict deadlines; strong ability to work under pressure
- Excellent excel skill set
- Well-developed marketing skills with
- Create and maintain company models develop earnings forecasts, and industry models leveraging skills in accounting, finance and economics
- Tracking of teams interactions both with ‘priority’ and ‘focus’ accounts - highlighting gaps and addressing accordingly
- Writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; presentation or development of industry report
- Working experience in research
4
Skills For VP-head of Equity Research Resume
- Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is required
- Experience in investment research, investment banking, or consulting
- Adaptable and flexible to different working styles and changing priorities
- Experience with diary management, expense processing, and arranging travel and entertainment
- Respond to meeting requests and manage frequent changes to schedules using sound judgement to prioritise appropriately
- Strong capabilities in financial modeling and valuation
- Experience conducting financial analysis of companies in the Real Estate sector and general knowledge of the capital market industry, and economics
5
Skills For Associate, Institutional Equity Research Resume
- Investment banking, Research or Financial Services Background experience required
- Experience of analysing industry and company financials and trends
- Team work experience of working in a project based environment with tight deadlines and as part of a broader team
- Related experience within sell side investment research, investment banking, or related fields
- Related experience within sell side investment research, investment banking, or medical/clinical research
- Related experience within sell side investment research or investment banking
- Experience running simulations and statistical analysis
- Experience in investment research, financial modeling and analysis
- Experience working with equity valuation & financial models
6
Skills For Equity Research Administrative Assistant Resume
- Build good working relationships with other secretaries in the team, within other business units and in other locations
- Demonstrates a sound and broad understanding of the Financial Services industry and the role of Equity Research
- Strong understanding of the Banks sector and macro economy
- Experience in investment research, financial modelling and analysis
- REITs modeling experience required
7
Skills For Equity Research Senior Associate Resume
- Solid background conducting fundamental, bottom-up research
- Demonstrated capabilities in analytical report writing
- Have high attention to detail, inquisitive, hardworking, and demonstrate ability to work as part of a team
- Be able to build good relationships and enjoy communicating at all levels with sales teams
- Maintain Analyst’s calendar, schedule meetings and conference calls (client, corporate & internal) handle meeting conflicts and prioritize issues
- Represent regional management on project prioritization & defining the technology strategy
- Strong written and oral communication…
8
Skills For GIR, Equity Research, Merchandising, VP Resume
- Experience in equity research and from Captives
- Equity Research experience or an ACA background is preferable
- Experience of coverage in one of the sub-sectors noted above
- Equity Research experience within Business Services is essential
- Ideally, but not required, some experience in the Diversified Financials or Banks sector
- Related experience within sell side investment research
9
Skills For Supervisory Analyst, Equity Research Resume
- Equity Research experience or an ACA background
- Demonstrate your passion for the financial markets
- Experience with Microsoft Office applications (Excel, Word, Outlook)
- Experience in either Retail, Consumer, Energy, Pharmaceuticals, Banks / Financials, Industrials or TMT sectors is highly desirable
- Experience of Equity Research or accountancy
- Experience with preclinical reviews/development of drugs
10
Skills For Equity Research Trainee Resume
- Experience of Equity Research, accountancy or relevant profession
- Qualified ACA with exposure to Insurance companies and / or experience as an actuary
- Demonstrated interest in the Energy sector
- Ideally, some experience with Greek or Turkish markets
- Experience in sell-side or buy-side investment research
- Healthcare industry knowledge. Strong preference for individuals with knowledge of managed care industry
- A natural curiosity in how businesses operate, succeed, and fail
- Energetic with a solid work ethic
List of Typical Responsibilities For an Equity Research Resume
1
Responsibilities For Equity Research Assistant Resume
- Experience conducting financial analysis of companies in the Technology sector and knowledge of the North American Capital Markets industry
- Strong knowledge of accounting, finance, and valuation
- An excellent understanding of finance and how the research franchise fits into the business model
- Interacting with company managements and providing market information to institutional clients
- Determine investment ratings and price targets using discounted cash flow, sum of the parts, and comparable company analysis
- Act as a ‘buddy’ to another assistant to provide ad-hoc support or coverage to other managers during short periods
2
Responsibilities For Head of Equity Research, Managing Director Resume
- Proficiency in Windows including Word and Excel at an intermediate-advanced level
- Regularly interacting with equity sales force
- Manage extensive telephone activity & maintain a daily calendar- scheduling all meetings & conference calls, both internal & external
- In-depth knowledge and insight in the Building and Construction sector is essential
- Position requires working knowledge of US GAAP
3
Responsibilities For Product Management Associate, Equity Research Resume
- Join the highly ranked European Insurance team working with our senior analysts to help write world-class thematic, sector and company research
- Independently arrange fact-finding trips and channel checks meetings in Global
- Assist in business planning and development
- Establish positive working relationships with individuals at all levels
- Opportunity to be involved in CIBC community events including CIBC Run for the Cure, United Way etc
4
Responsibilities For VP-head of Equity Research Resume
- Keen interest in investing
- Process monthly expense claims for the team in a timely manner. Ensure these are processed quickly and efficiently
- Proactively prepare/print documents for external and internal meetings and have an awareness of agenda commitments
- Write research notes and broader reports to convey CS’s investment theses
- Manage all the client requests and take ownership
- Build detailed financial models and analyse data from multiple sources
5
Responsibilities For Associate, Institutional Equity Research Resume
- To set and review all published and presentation products for quality and appropriateness
- Ensure no references to restricted/watch list securities that have not been cleared by Legal
- Reports contain a reasonable basis from which an intelligent investor can make an informed decision; this can entail clarifying and highlighting the rationale for estimate changes, ratings changes, risk assessment and price target changes
- Exhibits cited are included, properly referenced and adequately described
- Abide by the standard business Code of Ethics as outlined by the CFA Institute, CIBC Code of Conduct and the Equity Research Policy and Procedure manual, a copy of which is provided and reviewed annually
- The position incorporates a broad and diverse knowledge of applied mathematics, numerical techniques, statistics and econometrics, finance and computer technologies
- Working with BAAM’s Strategic Opportunities team and leading hedge fund managers to source, diligence and underwrite co-investment opportunities, leveraging Blackstone’s various groups where appropriate
- Understanding of other asset class is useful
6
Responsibilities For Equity Research Administrative Assistant Resume
- Assist Lead Analyst with expanding stock coverage universe and maintenance or updates of models and databases
- Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in the Internet sector
- An inquisitive self-starter with high interest in macro and markets
- Passion for the Internet industry
- The ability to work well with all levels of internal management and staff, outside clients and vendors. Sensitivity to confidential matters required
- Arrange all aspects of travel – maintain Analyst’s travel profile, seek & manage approvals for travel, arrange flights, hotels, rental car, car service, currency exchange and prepare itineraries
- Navigate Firm’s resources, interface with various departments (Sales, SRM, Compliance, Legal, Risk, IT, Corporate Services, etc.)
7
Responsibilities For Equity Research Senior Associate Resume
- Promote, sell and market the team's research to Goldman Sachs' core client list via regular telephone contact, face to face contact and road shows
- Work on financial statements of companies, build and maintain earnings and valuation models
- Assist in research production process (company notes/ sector reports), build presentations databases and assist in developing & building analytical frameworks for testing investment theses
- Assist in other team publications and bespoke client requests on a day-to-day basis
- Complete deep dive competitive intelligence on drug or therapeutic classes across multiple companies
- Complete simulations of clinical trials and compare against published expectations
- Keep up-to-date with industry-related news flow. Analyze implications of news/industry developments to companies under coverage
- Handles various projects such as analysis of competitive funds, managing stock watch lists for possible buys/sells, and quantitative screening of companies which in turn provides information to Portfolio Managers and Analysts that help make them more effective in their buy/sell decisions
8
Responsibilities For GIR, Equity Research, Merchandising, VP Resume
- Reviewing workflow for Equity research/strategy products (reports, presentations, videos, etc.) for content quality and adherence to relevant regulations and business standards
- Keeping abreast of ASEAN oil & gas industry-related news flow
- Define regional program vision, goals, and strategy
- Work with internal IT and external vendors to ensure solutions are delivered successfully
- Manage external partners and vendor
- Regional research technology related operational management including facilitating User Acceptance Testing, IT Support improvements, Training, Desktop, Mobile and Market Data platform upgrades, Data Security & Entitlements, Business Continuity Planning
- Assist internal sales and trading teams in the timely analysis of breaking news in the sector LI-NF1
9
Responsibilities For Supervisory Analyst, Equity Research Resume
- Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements LI-NF1
- Independently cover 10-15 listed“Insurance & Other Nonbank Financial sector” companies
- Contribute to thematic sector reports on “Insurance & Other Nonbank Financial sector” or cross-sector collaborations with other teams
- Handle day to day client requests and needs, with a focus on clients who have interest in Stock markets
- Keep abreast of news flows in financials and developments in Regional Consumer sector
- Develop & maintain Regional Consumer sector-specific databases
10
Responsibilities For Equity Research Trainee Resume
- Practical analytical and accounting skills, preferably 2-3 years of audit experience with a focus on earnings forecast and financial modeling, from Big4 or sell-side research
- At least three years of experience in a fast-paced, professional environment
- Quick learner with structured mind-set, curiosity and has great common-sense
- Identify key industry and company investment opportunities via through data analysis and contribute to sector and company thematic reports
- Genuine interest in equity research particularly in the financial services industry
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