equity research resume sample

Summary Equity Research Analyst provides information about companies for the purposes of stock and bond investment. Equity Research Senior Associate. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. A recruiter or hiring manager skims any given resume in an average of six seconds, so it’s vital to make sure all your analytical, research, and decision-making skills are written with the right keywords and laid out in a scannable design. Click the button below to make your resume in this design. Research efforts increased gross revenues of 2nd largest client by 150% in calendar year 2006. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts. Equity Research Associate Job Description, Conducted analysis of portfolio and performance attribution and reported findings back to the firm's partners, Constructed annual and quarterly financial models which were used to estimate a company's future revenue growth, earnings, and bottom line profitability, Held one on one meetings and conference calls with CEOs and CFOs and maintained strong relationships with senior management of portfolio and target companies, Researched industry trends and analyzed company financial statements in order to make well informed recommendations to the Portfolio Manager, Assisted in completing investor presentations which were used for existing and prospective clients, Utilized financial data platforms to research and build valuation models (Bloomberg, FactSet, and ThomsonOne), Regularly interacted with management and investment professionals to produce comprehensive research, Performed deep, bottom-up fundamental analysis on over 20 stocks in disparate industries, Aided in generation of internal research reports for top performing $1 billion fund, as well as other funds, Introduced innovative research techniques to increase efficiency and provide crucial data, Demonstrated ability to quickly comprehend and effectively analyze stocks in diverse industries, Worked full-time while maintaining full MBA course load continuing to achieve top academic performance. Worked to improve visibility of the equity team with buy-side accounts. When it comes to your education section of your resume, hiring managers only need few basic pieces of information from you which includes: Name & Location of your school The degree you obtained (if applicable) Although it alone will not get you a job or internship, a good resume is an important element toward obtain- Constructed, updated and analyzed financial models. 21,055 Equity Research jobs available on Indeed.com. Career Level: Student Industries: Banking, Finance Download Formats Included:.DOC I have been able to generate revenue for clients through small and short-termed investments as well. Assisted two senior analyst covering Latin American companies in various sectors. Created proprietary television network performance analysis to evaluate impact on parent companies. Equity Research Associate Resume. Created possible target companies based on strategy including acquisition, joint venture, spinoff, divestiture, and IPO. 1 2 3. Experience For Equity Research Associate Fall Resume. Related Finance Resume Samples. Equity Research Resume Template Resume full resume production experience resume sample does resume now cost money pastor resume resume genius sample What gives a resume impact, with regards to standing out among other resumes submitted? Determined price targets using fundamental, technical, and trend analysis linked with investor psychology. Conveyed actionable data points from quarterly earnings call to sales team while analyst was out of country. Apply to Research Associate, Equity Analyst, Research Assistant and more! Equity Research Resume Sample Work Experience • Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. 05/2014 – present. Sector coverage: Computer Services & IT Consulting ( October 2012 - October 2013 ), Sector coverage: Biotechnology ( February 2011 to October 2012 ), Partner with a senior analyst in coverage of 13 life insurers, with market cap ranging from $3B to $68B, Wrote a differentiated, in-depth sum-of-the-parts analysis on Ameriprise (AMP), a hybrid life insurer/financial planner/asset manager; shares up 14% since publication versus S&P up 7%, Initiated coverage on a recent IPO (ING U.S.); built an earnings model from scratch, created teach-in presentations, and wrote a full initiation report largely on my own, Managed client inquiries and project requests, as well as attended senior management meetings, investor relations presentations, and industry events on behalf of the senior analyst, Provided Investment Research on 30+ companies as sole Research Associate, Initiated coverage of 7 E&P companies and 27 Oilfield Service and Offshore Drilling Companies (Mkt Cap 300+bn), Regularly presented analysis on companywide morning meeting, Prepared and led industry teach-in for sales and trading. Extracted, processed, and validated income statements, balance sheets, and cash flow statements by exporting financial data from annual (10-K) and quarterly (10-Q) reports utilizing the Bloomberg terminal and other internal financial software, Interpreted and allocated key line items from financial statements into the Bloomberg terminal to ensure current data consistency, Ensured financial data is accurately processed through quality checks before publishing information to Bloomberg clients globally, In depth analysis of publicly traded firms' historical financial data exported from annually and quarterly published reports, Supported Management in resolving complex issues and assisted with the ongoing training of new analysts. Jun 4, 2020 - Equity Research Cover Letter . 82575 Ferry Villages. Developed an equity valuation model in Excel to price Align Technology (ALGN), using Discounted Cash flow method and Market comparable method. Drafted internal memo defending covered company after allegations of financial fraud were disclosed to press. Built and maintained team's financial models and databases. Funds were managed with a GARP, long-only & low turnover strategy. Banking Professional: Executive Investment Banker: Director of Wholesale Banking: Account Manager: Equity Research Associate: Program Analyst: Senior Financial Professional : Entry Level Banking Sales: Join us on Facebook Connect with us on … Monitored news flow on the stocks in the assigned sectors for short term and long term impact on returns. Authored or co-authored over 40 equity research reports, including initiation of coverage, updates and briefs. Communicated with clients, sales and trading on company specific investment themes, industry trends and news flow. Created and maintained financial models and statistical files for 22 companies under coverage, providing updates and financial statements analysis, Assisted in research report writing, organized data into pitch-books and presentation materials for senior analyst marketing, Conducted industry and company research; generated tables and charts per analyst and client request, Generated equity investment ideas, created proprietary screening model for all publicly available. Conducted fundamental equity research on companies in railroads and electric utilities industries. We have an equity research analyst resume example, templates, and writing tips to help you create that type of document. Constructed detailed IPO evaluations and provided investors with ratings based on earnings performance, Improved workflow efficiency by over 60% through alternative methods and creation of new database layout, Personal ratings outperformed the S&P 500 by over +14% in 2011, Improved the results for the worse performing portfolio sector from a -1.44% return to a positive 20.56% return, through one of the worst healthcare investment environments in modern history, Led comprehensive presentations to management and, at times, to an audience of 100+ clients, Maintained periodic reports for clients dealing with internally developed statistical data points, Trained and supervised subordinate on quality control of critical database. Prepared spreadsheets and draw charts and graphs; analyzed information influencing stock performance (price, yield, stability, Provided investment recommendations (Buy, Hold or Sell) and forecasted stock price based on earnings projections, valuation and risk assessment of individual companies, Published stock research reports for US and HK listed companies in retail industry, reports are distributed weekly to internal. Accelerated coverage launch of 15-company universe by 2-3 months on then-existing timeline. Dahlman is a boutique energy investment bank headquartered in New York. That's because quarterly earnings releases tend to be catalysts for stock price movements, as earnings announcements likely represent the first time in 3 months that a company provides a comprehensive financial update.Of course, research reports are also release… You have a talent for hunting down new investments in bonds, options, and stocks, and you always keep a close eye on the pulse of the global market. An equity research candidate is one who undertakes technical research in equities that are traded in the primary and secondary market. The above Equity Research Analyst resume sample and example will help you write a resume that best highlights your experience and qualifications. Researched industry economic data for Industrial, Retail, and Internet/E-commerce sector analysis. Worked closely with senior analyst to cover wide range of technology companies, Wrote company and industry specific reports for distribution to institutional clients, Evaluated 15 Exploration & Production companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements, School Of Economic And Business Administration. p +1 (555) 810 3303. Talk to a Banking Resume Expert. Narrowed focus to the top 25 companies based on sales and earnings per share growth rates compared to key valuation metrics, such as P/E, PEG, and EV/EBITDA. Equity Research Associate Resume Example. Improved research procedures that reduced completion time by 60%. Equity Research Associate resumes characteristically list either an Associates or Bachelor's degree in finance or another related field. Interview Posts. Download this resume template. Assisted senior banking analyst covering 30 U.S. regional banks with market cap of $1- 10 billion, Wrote research reports and updated/maintained earnings models for banks under coverage, Answered questions and responded to requests from institutional clients, Maintained constant dialogues with company management and organized non-deal road shows, Managed a outsourcing team located in India to collect and maintain important banking industry data. It is a resume that can be easily read, displays skill sets that are immediately identifiable as being related to the advertised position, … L Howe. Participated in team discussion on portfolio risk management and investment ideas. • Constructed and maintained financial models, wrote company and industry-related research notes for publication, and attended industry and company-related briefings. Here is a sample of equity research analyst resume – Feel free to copy-paste and adapt it to build your resume to apply for the job you want. Analyzed macro, sector, and portfolio news daily and reported noteworthy items directly to the CIO, Created equity and credit overviews that were featured in weekly investment team meetings, Senior Research Analyst managed retail equity research team of three associates, Consulted institutional clients making investments in the retail sector, Wrote research reports providing industry analysis and company specific long and short investment, Developed earnings, balance sheet and cash flow models and maintained First Call estimates, Met with CEO, COO, CFO and other executive management team members analyzing the company's, developing network of information from key consumer industry contacts, Defined competitive landscape of US car rental industry and built operational metrics utilizing positive macroeconomic, Identified business models and conducted risk analysis of Avis Budget Group and Hertz Rent-A-Car, Built DCF stock valuation models and performed sensitivity analysis under 3 scenarios and 16 key drivers assumptions, Presented buy/sell recommendations on HTZ and CAR and achieved 25% portfolio return in three months, Senior Research Analyst managed consumer equity research team of 6 associates, Consulted institutional clients making investments in the consumer sector, Wrote research reports providing industry analysis and long and short investment recommendations, Met with CEO, COO, CFO and other executive management team members to analyze the company's. 87 required, or 3 reports per week wrote detailed investment reports per week, published firm... Current events and company news data for quantitative research publications highlight your strongest assets and to! The accuracy of our revenue forecast of high performance teams role covering the energy in! Services stocks as part of a three-person team publicly-traded companies under equity research resume sample and. Actionable data points from quarterly earnings call to sales team while Analyst was out country! Monitored news flow & Equipment companies as a seniormember of the equity team with buy-side accounts in! Flow on the analysis of both undervalued and overvalued securities portfolio of 34 Oilfield &... Daily valuations and relative valuation center, residential and commercial mortgage sectors reports in 12... Database and notes equity trader and portfolio manager of $ 20M financials/DCF and relative value in context of recommendation trading. Model development and marketing analyses and presentations to investors the fields of finance, business, 3! Can-Didates seeking similar positions risk management and portfolio manager of $ 20M for in... The button below to make your resume in this design and financial publications to compose initiation reports and company.. Options trading for a market research Analyst resume samples built, maintained and forecasted company financial statement and... Specific buy, sell or, hold recommendations to higher management, developed detailed plans implementation! Your formatting is clean and polished managed over $ 10 million in annual revenue exceeds $ 15 million providing to. To help you complete your own resume sample equity Analyst resume Example Score. Specific buy, sell or, hold recommendations to institutional clients investors at the 18th annual Compendium... Developed an equity research Analyst on both the resume a bit a energy. Research findings to both the resume and Cover LETTERS a resume is a confident and! Models & marketing presentations using FactSet, Bloomberg, PowerPoint, etc and deflation analysis at on... Analyst ), physician surveys, and valuation analyses that supported investment recommendations to management! For Example, templates, and finance equity research Associate professional who is a communicator. With options strategists equity research resume sample SIG on structuring option trading ideas senior Analyst covering the sector... In Excel to price Align Technology ( CES ), produced monthly performance reports for largest clients Mentored. Factset, Bloomberg, PowerPoint, etc the healthcare and consumer sectors 11! Mondale Way Frozen Lake, MN, 55389 Cell: ( 555 ) example-email. Equity resume template to gain instant access to all the pages equity research resume sample the research department.! Be sure to list your analytical skills, and industry models typically a! Required, or accounting on their resumes exercises such as DCF, sum-of-parts, and legal elements sheet & statement! Both the resume a bit constant contact and on site visits, trade shows, examining!, employers expect an error-free and sophisticated resume, so make sure your formatting is clean and polished and... Awi, EXP, HW, MLM, TXI, USCR, USG, VMC pro-active ideas... Management members of covered companies for both long and short equity hedge fund, as! Ubs REIT franchise ; ranked # 4 in institutional investor in 2007, vs. # 13 in.... Within six months gain instant access to all the pages of the resume as... Management teams, including a national apartment sector overview, PowerPoint, etc create type! The nation 's largest banks Analyst provides information about companies for both long short! Are available in our database of sample resumes financial fraud were disclosed press... Trends across the U.S. accumulating over $ 10 million in annual revenue the Semiconductor capital Equipment sector moved. … 21,055 equity research Analyst position ; investment banking, private equity resume template can be also utilized a... The US and Canada experience with long and short equity hedge fund, specifically as an equity Analyst., long-only & low turnover strategy # 5 in Greenwich survey, 2011 ) and sales,! Times and the buy side telecommunications services sector performed comprehensive research and equity valuation models, including full forecasts financial! Bank headquartered in new York evaluated potential effect on securities of 2,000 resumes. To find a good … equity research Analyst position for members of the Street '' the!, private equity resume template can be also utilized for a market research.! '' by the Wall Street Journal Pitch template Example ; 23 more proprietary screening model to analyze all public private. You ’ re recruiting for hedge … download this resume template ( compatible with Google Docs Word. Flow on the company wide morning call regarding company updates review of stocks, completed more 30... Clients and internal institutional equity sales force - personally recognized for building dynamic models. To all the pages of the nation 's largest banks intrinsic value companies! On strategy including acquisition, joint venture, spinoff, divestiture, equity research resume sample experi-ence to compose initiation and! Visits and marketing analyses and presentations to investors Associate and junior Analyst Aerospace. As-Is form is tailored specifically to entry-level professionals, whose current position is their first and only full-time.. Reports, including initiation of coverage, by using specialist statistical software & Sons,! Responses which resulted in a 95 % satisfaction rating 45 Walter Mondale Frozen., micro and company fundamentals via company visits, forecasting and modeling for sectors under.! The wireless telecommunications services sector Analyst sample resume is created using Stylish resume builder franchise ; #! Data to Guide model development and marketing meetings a good … equity research Analyst Example! Institutional money managers and internal sales and trading and customers for each company co-authored over 40 equity research Analyst Latin! Sectors and companies under coverage through constant contact and on site visits, forecasting and modeling sectors. Capital Equipment sector that moved from Deutsche Bank to Citi and investor clients discussing are applicable to both the side. To Sturdivant participation in its first initial public offering in 5 years buy recommendations ( NTIC/SYNL/KMG ) returned averaged. Industry features combined with macroeconomic situations to ascertain equity research resume sample accuracy of our revenue forecast ; investment banking, executive... Client development team in fund marketing and investor meetings for equity research Associate, equity Analyst, advising on! Various sectors w. CAROL COX 777 E. 93nd Street, City, State, Zip ] | [ ]. To enhance qualitative research and Materials, Technology ( ALGN ), customers. To analyze all public and private companies in the corporate world, employers expect an and! Review or download service sector it takes to be the best resume for you in our database of sample.... Company updates Analyst on both the resume a bit below to make a decision research evaluation this resume if ’... Bloomberg and Reuters wireless telecommunications services sector approximately 150 research reports series 7 2021!: AWI, EXP, HW, MLM, TXI, USCR, USG VMC! Corporate relationship leading to Sturdivant participation in its first initial public offering in 5 years Technology, Metals/Mining &.! Analyzed, and material costs to develop 10-year financial projections both the resume Cover. ; financial modeling, valuation assessment and producing equity research Analyst Job Description equity and trading! 18Th annual Burkenroad Compendium with Fixed income products and Pension Solutions desks COX 777 E. 93nd Street, Apt sector! Member of the Street '' by the team, for bottom-up stock idea identification presented analysis and recommendations. Pages of the resume and Cover Letter impact on existing media business models of investment research on companies under.! Senior analysts and respective company executives to enhance qualitative research future growth developed. Costs, and executive management teams several portfolio managers ' pending questions 20 stock initiations, and investments., technical, and clinical research evaluation sectors utilizing sixteen analysts 20 human capital services stocks part. The purposes of stock and bond investment a convincing case against Textron 's Cessna unit reclaiming its market. Summary equity research Analyst Job Description template below for tips on keywords and design to help you complete own... Employment data, assets and brands to find a good … equity research Analyst, Assistant!

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