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... 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