Equity Research Associate Resume Sample
Work Experience
- Reports to COO of Global Research, Head of European Equity Research, and Senior Analyst
- Interacts on a regular basis with institutional and corporate clients as well as internal clients such as Sales and Trading
- Maintain relationships with coverage companies
- Strong financial skills, including at least two years of analytical experience
- Interact with the Firm’s institutional sales force and investor clients
- Interact with Firm’s institutional sales force and investor clients
- Assist in the design and preparation of marketing strategy and materials LI-JG1
- Primarily engaged in conducting surveys, interviews and primary research for Pacific Crest’s Commerce & Technology research team
- Attend industry conference and trade shows to expand PCS network of Commerce & Technology contacts
- Work experience in and Commerce & Technology focused organization
- Pass federal and state securities exams
- Work authorization in the U.S. required, and preferably not requiring sponsorship
- Primarily engaged in conducting surveys, interviews and primary research for Pacific Crest’s Semiconductors and Enabling Technologies research team
- Attend industry conference and trade shows to expand PCS network of Semiconductors and Enabling Technologies contacts
- Work experience in an Semiconductors and Enabling Technologies focused organization
- Primarily engaged in conducting surveys, interviews and primary research for Pacific Crest’s Mobility and Internet of Things research team
- Attend industry conference and trade shows to expand PCS network of Internet & Gaming contacts
- Understanding of financial/ stock analysis and how to create models in Excel also an asset
- Previous exposure to Equity Research or experience within the Biotechnology Sector helpful
- Develop an expertise in the Machinery sector
- Primarily engaged in conducting surveys, interviews and primary research for Pacific Crest’s Semiconductors research team
- Attend industry conference and trade shows to expand PCS network of Semiconductors contacts
- Work experience in an Semiconductors focused organization
- Series 7, 63, 86 and 87 (or ability to obtain within 6 months
- Monitor and interpret major company developments and identify macro themes and trends affecting the insurance sector
Education
Professional Skills
- Strong modeling skills required, with demonstrated proficiency in building and maintaining financial models to forecast future revenue, earnings and cash flows
- Excellent data modeling skills and experience working with large datasets
- Excellent interpersonal skills, energetic and committed and have proven team working ability
- Strong analytical skills, intellectual curiosity, a strong work ethic and a track record of outstanding academic and/or professional performance
- Communicate Effectively: strong written communication skills are required, as well as confidence around verbal articulation of a thesis
- Multitasking and organizational skills with the ability to prioritize and organize multiple projects in a dynamic environment
- Strong modeling skills required – need to be proficient in building and maintaining financial models to forecast future revenue, earnings and cash flows
How to write Equity Research Associate Resume
Equity Research Associate role is responsible for financial, modeling, research, analytical, analysis, quantitative, excel, models, interpersonal, building.
To write great resume for equity research associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Equity Research Associate Resume
The section contact information is important in your equity research associate 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 Associate Resume
The section work experience is an essential part of your equity research associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Equity Research Associate resume experience can include:
- Strong quantitative and analytical/MS Excel skills
- Creating and maintaining other financial models incorporating skills in finance, accounting, and investments
- Outstanding analytical skills. Ability to do deep primary research with industry executives, physicians and legal consultants
- Outstanding interpersonal skills, ability to work as part of a team, but also independently
- Exceptional writing skills, including the ability to succinctly and clearly explain complex information
- Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting and finance
Education on an Equity Research Associate Resume
Make sure to make education a priority on your equity research associate 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 associate 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 Associate Resume
When listing skills on your equity research associate 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 associate skills:
- Excellent financial modeling skills, with an attention to detail (solid knowledge of excel)
- Exceptional financial analysis and modeling skills, a strong understanding of valuation techniques is required
- Exceptional financial analysis and modelling skills, a strong understanding of valuation techniques is required
- Strong communication skills and a personal style conducive to building relationships and teamwork
- Strong interpersonal and investigative skills, including the ability to probe for detail
- Strong interpersonal and customer service skills, including the ability to probe for details
List of Typical Experience For an Equity Research Associate Resume
Experience For Equity Research Associate Retail & Consumer Resume
- Monitor and interpret major company developments and identify macro themes and trends affecting the Technology sector, with a focus on Internet and Consumer Electronics
- Demonstrates intellectual curiosity, creativity, and analytical skills in areas of high complexity
- Advanced computer skills. MS Excel experience required
- Demonstrates intellectual curiosity, creativity, and analytical skills in areas of high complexity and uncertainty
- Ell or buy side research experience, investment banking or industry experience
- Mandarin/Chinese language skills required
- Proven ability to work well on teams, strong work ethic and highly motivated
- Experience in biotech/pharma equity research, consulting, investment banking, tech transfer, or industry
- Prior Metal, Mining, Pulp or Paper industry is desired
Experience For Equity Research Associate Oilfield Services Resume
- Collaborate and develop relationships to enable effective completion of business objectives
- Less than 2 years’ experience in finance and/or energy required
- Writing research notes, and speaking to internal and external clients, industry contacts, and management teams about the stocks/sector
- Presenting and summarizing data in formats such as table, graphs, or maps
- Interacting with institutional investors, handling inbound requests and speaking to investors about models and stock coverage universe
- Creating and maintaining earnings and NAV models in order to value companies under coverage
- Assisting in the writing and publication of research notes on covered companies, industry and subsector reports, as well as initiations of coverage
- Interacting with internal sales and trading
Experience For Equity Research Associate, Reits Resume
- Interacting with investor relations and management of companies under coverage
- Conceiving and executing on differentiated project ideas
- Interfacing with company management teams, internal sales and trading personnel, and institutional investors
- Writing research reports for initiations of coverage, analysis of data, and industry/company news
- Proficiency in written/verbal communication, and in building financial models utilizing excel
- Monitor and interpret major company developments and identify macro themes and trends affecting the chemicals sector
- Expert in financial modeling
- Conducts research on key leverage points of companies; including conversations with management and industry experts
Experience For Equity Research Associate Sustainability & Special Situations Resume
- Participates in the financials team meeting, company management meetings and general investment team meetings
- Independently exercises discretion in expanding assigned projects to enhance the stock selection process
- Maintain research coverage by performing quarterly and more formalized periodic reviews of assigned researched companies
- Daily writing of research reports and comments
- Motivated, hard-working, team player
- Develop an expertise in the Specialty Pharmaceuticals sector
Experience For Equity Research Associate Engineering Resume
- Monitoring of existing hedge fund relationships, which include regular conversations with different levels of contacts at the firm, tracking key positions, themes and exposures in the portfolio, assessing the impact of any organizational changes, and continuously challenging the validity of BAAM’s investment thesis
- Thinking creatively about ways to improve the team’s existing due diligence process, helping ensure quality, consistency and thoroughness in their approach
- Maintain portfolio and coverage lists on market data services. Monitor news, email, and activities of the analyst’s coverage. Using discretion and judgment elevate critical news and reports or time-sensitive information to investment analysts or portfolio managers
- Review and analyze earnings release materials, financials, and other pertinent information. Participate in sell-side analysts meetings and Company management visits.
- Strong competitive spirit balanced by a proven ability to work as part of a team
- Strong work ethic, resourcefulness, and the ability to think critically and creatively
Experience For Equity Research Associate Intern Summer Resume
- Good work ethic, attention to detail and a desire to learn about the biotechnology industry and markets
- Examining financial reports, organizing data and collected material
- Prepare Research notes updating information from quarterly earnings releases and other Company analysis
- Prepare/produce written reports on the Team’s long-term recommendations to clients, as well as on proprietary analysis, earnings results, and company presentations
- Conduct financial analysis of industry groups and individual securities including valuation and analysis of financial statements and metrics
- Development of a broad pool of industry contacts
- Collect and analyze data related to therapeutic sectors
- Construct and maintain disease and financial models
Experience For Equity Research Associate Fall Resume
- Obtain series 7 and 63 licenses within 3 months of hire; 86 and 87 licenses within 6 months of hire
- Interact and develop relationships with the Firm’s institutional sales force and investor clients
- Series 7, 63, 86 & 87 required, or willingness to obtain
- Create and maintain financial models and valuation analyses
- Series 7, 63, 86 and 87 required or willingness to obtain
- Series 7, 63, 86 and 87 required (or willingness to obtain)
- Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis, and prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis
- Identify and formulate new investment ideas, and issue opinions and
Experience For Equity Research Associate, Internet Resume
- Recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity
- Work in partnership with the senior analysts and other associates to conduct extensive company and industry research
- Analyze individual E&P companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
- Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the E&P sector
- Analyze individual Specialty Pharmaceuticals companies and market trends to build fully integrated financial and valuation models. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
- Interest in equity research, specifically healthcare and/or Specialty Pharmaceuticals
- Generate, maintain and organize research reports, presentations and databases
- Stay current on news and other occurrences that impact Analysts’ quarterly report or market exposure for companies under coverage
Experience For Equity Research Associate Latam Financial Services Resume
- Keep Research Analysts apprised of any unexpected or unique elements to earnings reports
- Provide other research support to Analysts as required
- Knowledge of Excel, Word, PowerPoint, and Bloomberg
- Intellectual curiosity and a passion for equity research
- Work in partnership with the senior analysts to conduct extensive company and industry research
- Series 7, 63, 86 and 87 licenses required (or willingness to obtain)
- Analyze company and industry reports and present relevant data
- Provide support to the Senior Analyst through fundamental analysis and investment research in equity markets with an emphasis on original, bottom-up research in the Healthcare sector
- Analyze individual Biotechnology or Pharmaceutical companies to build and update fully integrated financial and valuation models
Experience For Swedish Speaking Private Equity Research Associate Resume
- Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence clinical data and industry trends, company management and strategies
- Prior experience conducting deep primary research, analysis and the expertise to draw conclusions from data
- Unquestionable honesty and integrity, intellectual curiosity and dedication to providing the best products to clients
- Research and write reports while responding to requests for data, information and calls from internal and external clients
- Provide senior level Associate support to Research Analyst in the Healthcare sector, including field research and company interviews
- Actively assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
- Develop and maintain relationships with select company management in the Healthcare sector
- Fluency in Portuguese and Portuguese is required
- Conducts research and analysis to help evaluate investment opportunities
List of Typical Skills For an Equity Research Associate Resume
Skills For Equity Research Associate Retail & Consumer Resume
- Forecasting/Software Skills: experience using excel to build and maintain financial models; a working knowledge of all MS Office applications is required
- Very Strong quantitative and Excel skills and attention to detail
- Sound financial analysis skills such as building and maintaining a full financial model in Microsoft Excel
- Demonstrated experience utilizing valuation concepts and drafting in-depth research reports as well as shorter maintenance notes
- Prior experience in industry, equity research, investment banking, consulting, or related position
Skills For Equity Research Associate Oilfield Services Resume
- Demonstrated strong interest in developing a career in buy-side equity research
- Well-developed writing skills, ability to translate complex topics into cogent written reports
- Strong working knowledge of Microsoft Office (Outlook, PowerPoint and Word); Advanced proficiency in Excel and demonstrated ability to write Macros
- Exceptional analytical skills and intimate familiarity with financial statements
- Writing classes or proven proficiency
- Work experience in a financial, accounting, analytical, corporate development or M&A capacity in the mining sector would be an asset
- Work experience and knowledge of Homebuilding, Building Products, and Construction Materials stocks is a significant benefit, but not required
- Experience in biopharma equity research or life science consulting or healthcare investment banking
Skills For Equity Research Associate, Reits Resume
- Strong attention to detail with a passion for researching and reading varied topics
- Strong knowledge of financial institutions, capital markets, investment banking, and/or financial products
- Experience analyzing large data sets to identify trends and insights to incorporate findings into research publications is an asset
- Experience in the evaluating companies
- Experience working in the telecoms industry, technology industry, or at a media/internet company
- Excel and financial modeling experience
- Demonstrated passion for equity investing and the stock market
- Financial analysis experience in either the finance, accounting, or internet sectors
Skills For Equity Research Associate Sustainability & Special Situations Resume
- Financial analysis experience in either the finance, accounting, or technology sectors
- Financial analysis experience in either the finance, accounting, or industrials sectors
- Equity research experience, preferably specializing in the Insurance sector
- Equity research experience, preferably specializing in the healthcare sector
- Proven ability to work well on teams, self-motivated, showing initiative and a willingness to work hard
- Very strong work ethic with ability to multi-task and work independently
Skills For Equity Research Associate Engineering Resume
- Previous exposure to the capital markets or experience within the Specialty Pharmaceuticals sector a definite asset but not specifically necessary
- Equity research experience, preferably specializing in the Technology Sector
- Equity research experience, preferably specializing in the chemicals sector
- Willing to sit for industry licensing exams, including the Series 7 and 63
- Working independently and within a team setting
- Building relationships with industry contacts and developing an industry contact database
Skills For Equity Research Associate Intern Summer Resume
- Analyzing financial statements/SEC documents, financial supplements
- Writing industry notes and channel check results
- Utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is required
- Analyze company reports, ensuring a holistic understanding of the report specifics and looking for anomalies in the data provided
- Intermediate understanding of finance and accounting
- Proactive individual capable of recognizing needs and taking projects from start to finish
Skills For Equity Research Associate Fall Resume
- Prepare marketing presentations using PowerPoint
- Creative problem solving and ability to work independently on stock analysis and to proactively manage complex projects
- Interact with sales, trading and other areas of the firm within regulatory guidelines and under the analyst’s supervision
- Liaise with sales, trading and other areas of the firm within regulatory guidelines and under the analyst’s supervision
- Provide primary analytical support for the Senior Analyst covering the Technology Hardware space
Skills For Equity Research Associate, Internet Resume
- Perform financial and valuation analysis by generating financial models / forecasts and competitive profiles on companies under coverage
- Provide primary analytical support for the Senior Analyst covering the Transportation space
- Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models
- Knowledge of financial data, markets and accounting concepts
- Written and verbal communication in differing settings and group sizes
- Provide industry and company analysis, financial modeling database support to the Senior Analyst
- Meet with company management teams, interact with sales/trading, and engage with institutional investors
Skills For Equity Research Associate Latam Financial Services Resume
- Self-starter, can-do attitude, enquiring mind
- Initiative to help build a quality product and be willing to work the hours to achieve your goals
- Update and maintain analyst marketing presentations
- Monitor and interpret major company developments and identify macro themes and trends affecting the healthcare sector
- Primarily engaged in conducting surveys, interviews and primary research for KeyBanc Capital Markets Technology research team
- Assist in the development and detailed modeling of company specific financial models in anticipation of their quarterly earnings reports
- Participate in and assist with morning commentary
- Write company reports, industry reports, investment recommendations and update marketing materials
Skills For Swedish Speaking Private Equity Research Associate Resume
- Support the Senior Real Estate Research Analyst
- Analyze financial statements, company specific information and industry specific data
- Work and document information in Microsoft Word and Power Point
- Compile and process large amounts of information
- Work within a team as well as coordinate work streams with other global associates
List of Typical Responsibilities For an Equity Research Associate Resume
Responsibilities For Equity Research Associate Retail & Consumer Resume
- An independent thinker with excellent verbal and written communication skills
- Well versed communications skills—written and oral. Ability to draft in-depth research reports as well as shorter maintenance notes
- Experience covering the Autos & Auto Parts sector (specifically OEMs and tier 1 suppliers) on the buy-side or sell-side
- Experience as an Equity Research Associate is ideal
- Strong grasp of valuation concepts and residual income valuation models
- One or two years relevant work experience is beneficial but not essential
- Solid know-how of Microsoft Excel/office products
Responsibilities For Equity Research Associate Oilfield Services Resume
- Internship or experience in financial analysis or investments
- Assist in the preparation of company and industry research reports (e.g. quarterly reporting initiatives, initiating coverage reports and marketing packages)
- Assist in the preparation of financial models to forecast quarterly and annual earnings, including maintaining and enhancing financial models and databases
- Interact with our Institutional Sales & Trading desk
- Work independently, multi-task, manage tight timelines and handle long and demanding days, and be a team player across groups
- Creates and maintains a variety of excel based financial models (company, industry/sector, macro)
- Collects industry and company data through a variety of channels, including sell-side research firms, internal and external databases, trade publications, web scraping, and other online sources
- Reviews and organizes data, synthesizes information, and helps identify and analyze trends
- Creates and maintains various surveys and checks with industry participants
Responsibilities For Equity Research Associate, Reits Resume
- Analyze financial data with the ability to accumulate, organize and assimilate large amounts of information
- Series 7, 63, 86 and 87 required (or willingness to obtain within 120 days)
- Self-starter with the ability to work and make decisions independently
- Advanced level of excel proficiency is required, to independently build & maintain financial models and manage complex databases
- Apply valuation tools to models such as ROIC, ROE and be confident around DCFs
- Analyze individual Utility companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
- Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Utilities sector
Responsibilities For Equity Research Associate Sustainability & Special Situations Resume
- Post-graduate experience in a life-sciences related professional role required (equity research, management consulting, market research, investment banking or industry business development)
- Familiarity and knowledge of the biotechnology and pharmaceutical industries including clinical development, regulatory affairs, business development and commercialization
- Strong quantitative skills and general understanding of statistical analysis techniques
- Exceptional verbal and writing skills, including the ability to succinctly and clearly explain complex information
- Search, understand and interpret scientific and medical publications and presentations
- Multi-task and thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high quality work as a self- starter
- Experience with medical technology sector required
- Analyze individual Software companies and market trends
Responsibilities For Equity Research Associate Engineering Resume
- Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Software sector
- Support the Equity Research Analysts and Portfolio Managers in daily activities and custom projects
- Gather and synthesize information from multiple sources to assess a company’s growth prospects, competitive position, management, etc. including financial data from databases and from interviews
- Build, analyze and maintain company and sector financial models and databases using above sources
- Presents findings to relevant members of the investment team
- Assume additional projects and responsibilities as required (e.g. case studies, sector presentations)
- Act as a conduit for cross-industry and cross-portfolio research
- Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Responsibilities For Equity Research Associate Intern Summer Resume
- Analyze individual Biotechnology companies to build and update fully integrated financial and valuation models
- Analyze individual Autos & Auto Parts companies, specifically the OEMs and tier 1 suppliers
- Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Autos & Auto Parts sector
- Work closely with an analyst to develop an idea oriented research product
- Compile and evaluate company and industry data
- Assist in the development of valuation tools
Responsibilities For Equity Research Associate Fall Resume
- Provide support to the Senior Analyst through fundamental analysis and investment research in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector
- Conduct financial statement analysis and build and maintain financial models to evaluate historical information and generate projections
- Analyze data to assess and describe current and long term trends at both an industry and company level
- Remain current on industry developments and market trends to help frame investment strategies
- Actively monitor assigned coverage and respond to significant events on a timely basis
- Write research reports and notes on companies for distribution to the UBS sales forces and institutional investment clients
- Keep up-to-date on market news, and UBS Economists and Strategists’ views
Responsibilities For Equity Research Associate, Internet Resume
- Review business/trade publications, annual reports, financial filings and other sources to gather/interpret data on companies in the sector
- Contribute to daily, weekly & quarterly publications
- Management of large information sets and complex projects from inception to completion
- Use of Word, Excel and Powerpoint
- With the increasing influence of AI/machine learning, working knowledge of Python, data science techniques or the capacity to develop in these areas would be an asset
- Collaborate and work with others, globally
- Work closely with senior Oil Services analysts in a variety of different roles
- Conduct extensive valuation analysis on stocks in the Oil Services sector
Responsibilities For Equity Research Associate Latam Financial Services Resume
- Work closely with senior Small Cap Biotechnology analysts in a variety of different roles
- Draft individual company and sector-wide research reports for distribution to the UBS sales force, as well as clients
- Analyze industry data to describe current and long-term trends
- Provide investment recommendations based on earnings projections, valuation and risk assessment
- Conduct extensive valuation analysis on stocks in the Small Cap Biotechnology sector
Responsibilities For Swedish Speaking Private Equity Research Associate Resume
- Create exhibits and presentations for sales and clients
- Communicate with both institutional clients and internal clients to convey investment recommendations and ideas
- Work closely with senior Large Cap Biotech analysts in a variety of different roles
- Conduct extensive valuation analysis on stocks in the Biotechnology sector
- Convert industry knowledge into understandable investment opinions
- Build and maintain financial models to evaluate historical information and generate projections
- Work closely with Financials analysts in a variety of different roles
- Conduct extensive valuation analysis on stocks in the Financials sector