Published: Feb 06, 2025 - The Equity Analyst conducts bottom-up equity research with a robust, established process to evaluate potential investment targets across various sectors. Supports investment decisions through detailed reports, financial models, and ongoing analysis of both current and prospective holdings. Actively participates in portfolio construction, providing recommendations based on qualitative and quantitative data while fostering relationships with stakeholders.

Tips for Equity Analyst Skills and Responsibilities on a Resume
1. Equity Analyst, Pinehurst Capital, Charlotte, NC
Job Summary:
- Drafting and presenting investment recommendation documents
- Working closely with management teams and internal cross-country teams in Italy, Spain, France, Benelux
- Developing investable subsector themes with a focus on majority and minority investments
- Contributing to due diligence workstreams on prospective investments
- Supporting portfolio companies throughout the investment period
- Conducting various other tasks related to private equity investor reporting, market research, internal requests and marketing efforts with current and potential investors.
- Produce investment memorandums and contribute to team discussions
- Assist with analytics, improving methods as needed, leveraging central data team
- Collaborate with the team on client work, helping to deliver high-quality research advice to clients
- Engage in inclusion and diversity as well as sustainability research within listed equities
- Provide support on execution of various types of offerings such as Initial Public Offerings (IPOs), follow-ons, private placements, De-SPACs, etc
- Proactively help to identify upcoming client needs and maintain a high level of due diligence in all internal procedures
- Communicate with sales, research, and trading to discuss trends and investor feedback
- Coordinate and produce reporting deliverables for senior management and regulatory bodies
Skills on Resume:
- Investment Documentation (Hard skills)
- Cross-Team Collaboration (Soft skills)
- Thematic Development (Hard skills)
- Due Diligence (Hard skills)
- Investor Reporting (Hard skills)
- Data Analysis (Hard skills)
- Stakeholder Engagement (Soft skills)
- Regulatory Reporting (Hard skills)
2. Equity Analyst, Starboard Financial, Portland, OR
Job Summary:
- Screening and preliminary assessments for potential private market investment opportunities
- Conducting in-depth financial analysis and business due diligence for direct and co-investment opportunities
- Sourcing, conducting due diligence, and executing fund commitments/strategies
- Monitoring private market investment portfolios through various channels such as board representation and others
- Collaboration with various HQ team members and support senior officers' portfolio management/research
- Supporting the day-to-day client requests and needs
- Understands the firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies.
- Build a foundation of trust with clients by demonstrating an understanding of needs, clearly articulating ideas, and being responsive.
- Performing bottom-up fundamental analysis of public companies in assigned area
- Identifying, developing, and presenting investment recommendations
- Create and maintain detailed financial forecasts, models, and relevant industry data
- Expand industry and investment knowledge through meetings with company executives, sell-side analysts, consultants and industry experts.
Skills on Resume:
- Investment Screening (Hard skills)
- Financial Analysis (Hard skills)
- Due Diligence (Hard skills)
- Portfolio Monitoring (Hard skills)
- Team Collaboration (Soft skills)
- Client Support (Soft skills)
- Risk Management (Hard skills)
- Client Relationship Building (Soft skills)
3. Equity Analyst, Cedar Associates, Omaha, NE
Job Summary:
- Researching companies based on analysis of financial statements and filings
- Studying industries and competitive dynamics
- Creating models to evaluate company performance and estimate valuation
- Conducting market research to complement industry and company work
- Collaborating with other team members on projects
- Preparing memos and presentations to summarize findings/recommendations
- Monitoring specific investments, companies and sectors
- Maintaining relationships with company and industry representatives
- Construct financial models on subject companies.
- Analyze and understand company financial statements, public filings, and various forms of investment research.
- Interview company management, Wall Street analysts, and industry contacts.
- Prepare written reports on companies under coverage.
- Recommend securities to be included in the EOG portfolios.
- Review and provide feedback on other analysts’ investment recommendations.
Skills on Resume:
- Financial Analysis (Hard skills)
- Industry Analysis (Hard skills)
- Financial Modeling (Hard skills)
- Market Research (Hard skills)
- Team Collaboration (Soft skills)
- Presentation Development (Hard skills)
- Relationship Management (Soft skills)
- Investment Recommendation (Hard skills)
4. Equity Analyst, Horizon Investments, Tampa, FL
Job Summary:
- Research and understanding of the financial markets
- Country and sector research
- Financial modeling and projection
- Operation and improvement of screening processes including ESG factors
- Communication of analysis internally to fund management and sales team
- Preparation of reports and information on funds for both internal and external consumption
- Proxy voting and corporate actions
- Conducting fundamental analysis of equities including researching industries and interviewing company management teams.
- Tracking overall economic and corporate trends.
- Building financial models to analyze company revenue, cash flow, and earnings.
- Creating valuation comparisons and price targets and making buy/sell investment recommendations to team members.
- Effectively communicating investment thesis and risks.
- Collaborating on the presentation of investment recommendations to the team and supporting client service efforts.
Skills on Resume:
- Financial Markets Research (Hard skills)
- Sector Analysis (Hard skills)
- Financial Modeling (Hard skills)
- ESG Integration (Hard skills)
- Internal Communication (Soft skills)
- Report Preparation (Hard skills)
- Proxy Voting (Hard skills)
- Investment Recommendation (Hard skills)
5. Equity Analyst, Blue Ridge Financial, Richmond, VA
Job Summary:
- Responsible for conducting research on assigned industries and companies
- Perform fundamental analysis of a company’s business and financial position so as to form a well-researched investment thesis
- Accomplish all work expected of a fundamental equity analyst including, but not limited to, tracking industry and company developments, following earnings reports, communicating with company management, other investors, and sell-side analysts, and attending company events and industry conferences
- Build and maintain discounted cash flow models for assigned portfolio companies and other companies of interest
- Generate recommendations to buy and sell stocks with the objective of having recommendations contribute to the goal of outperforming the investment benchmark
- Identify opportunities to improve the portfolio management and risk management approach of the equity team
- Collaborate with peers on portfolio discussions, sharing updated news on assigned coverage, providing feedback to peer investment thesis, and having open debates with the investment team
- Perform other assignments as requested to support the investment department and its goals
- Identifying and researching companies and sharing the findings
- Remaining abreast of information pertinent to investments in the portfolio
- Providing written analysis using the team investment process and approach
- Helping clients understand the investment philosophy and process through meetings and written analysis
Skills on Resume:
- Industry Research (Hard skills)
- Financial Analysis (Hard skills)
- DCF Modeling (Hard skills)
- Investment Recommendation (Hard skills)
- Portfolio Management (Hard skills)
- Team Collaboration (Soft skills)
- Client Communication (Soft skills)
- Continuous Learning (Soft skills)
6. Equity Analyst – Technology, Summit Securities, Tulsa, OK
Job Summary:
- Identify and research new investment ideas based on 2Xideas’ investment criteria and process.
- Rigorous research related to market dynamics, competition, moat, and management
- Active participation in the investment decision process.
- Make in-depth investment pitches to the firm on potential investments.
- Monitor and research current portfolio investments.
- Build and maintain spreadsheets with financial models of the respective target companies.
- Write detailed investment case reports to document the reasoning behind an investment.
- Analyse and conduct research on ASX200-listed companies
- Responsible for conducting in-depth analyses for 10-15 stocks.
- Develop and maintain financial models used to forecast company earnings and valuations.
- Intermittently provide written company updates for internal and external use.
- Present investment thesis at team peer review meetings.
- Attend company management meetings and consult with management.
- Participating in team discussions and debate
- Adhering to internal compliance procedures and completing training in a timely manner
Skills on Resume:
- Market Research (Hard skills)
- Financial Modeling (Hard skills)
- Investment Analysis (Hard skills)
- Report Writing (Hard skills)
- Presentation Skills (Soft skills)
- Team Collaboration (Soft skills)
- Compliance Adherence (Soft skills)
- Management Consultation (Soft skills)
7. Tech Equity Analyst, Cascade Financial Analysis, Boise, ID
Job Summary:
- Research securities of target industries and companies to provide investment recommendations
- Collect and interpret company data to facilitate recommendations
- Develop and write research reports and publications to be presented to management or shareholders
- Maintain up-to-date knowledge of financial services industry happenings and current events
- Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.
- Devise and perform own primary research methods, keeping abreast of trends and sentiment in the market.
- Analyze data to identify emerging opportunities and risks, justifying reasoning.
- Calculate financial ratios and perform exchange rate calculations
- Develop, Update and evaluate basic and advanced company valuation models.
- Develop, maintain and analyze generic and specific company, industry, and market overviews.
- Develop financial models to accurately reflect companies’ overall performance and valuation to help make sensible investment decisions.
Skills on Resume:
- Financial Analysis (Hard skills)
- Data Interpretation (Hard skills)
- Report Writing (Hard skills)
- Industry Knowledge (Soft skills)
- Stakeholder Communication (Soft skills)
- Research Methodology (Hard skills)
- Risk Analysis (Hard skills)
- Valuation Modeling (Hard skills)
8. Equity Analyst, Apex Investments, Reno, NV
Job Summary:
- Bottom-up equity research based on an already established research process.
- Organise in-office meetings to visit potential investment targets.
- Writing up detailed investment case reports to document and support the reasoning behind a suggested investment idea.
- Building and maintaining spreadsheets with financial models of the respective target companies.
- Continuous participation in the investment decision process with all stakeholders.
- Provide investment recommendations, research and analyze publicly traded companies across a variety of sectors, industries and market caps
- Conduct ongoing fundamental research on current and prospective holdings
- Identify secular growth opportunities as well as risks across a broad investment landscape
- Employ diligent equity research utilizing both qualitative and quantitative sources of information
- Pursue a long-term investment approach balancing investment and tax considerations
- Establish and maintain effective relationships with other
- Conduct an in-depth analysis of potential investments with a focus on developed markets
- Present industry analysis and clearly articulate and debate the key drivers of the business valuation
- Contribute to portfolio construction and stock position discussions
Skills on Resume:
- Equity Research (Hard skills)
- Meeting Coordination (Soft skills)
- Report Writing (Hard skills)
- Financial Modeling (Hard skills)
- Stakeholder Collaboration (Soft skills)
- Investment Analysis (Hard skills)
- Relationship Management (Soft skills)
- Presentation Skills (Soft skills)
9. Equity Analyst - Consumer/TMT, Valley Finance Group, Sioux Falls, SD
Job Summary:
- Conduct in-depth sector and company research
- Perform in-depth channel checks including industry expert Meetings, Collect and monitor industry database, establish industry contact
- Perform in-depth company-level research including competition landscape, technology, business model and entry barrier analysis and management incentive and behavior analysis
- Establish fundamental sector view and company view
- Financial modeling, cash flow, balance sheet and valuation comparison
- Establish a network with both buy-side and sell-side to establish effective information access and to understand market consensus
- Continuous position monitoring and thesis examination
- Conduct detailed, fundamental research, build financial models, write up investment memos to articulate thesis and risks, track investments, and engage management teams and the sell side.
- Initiate and sustain high-level and differentiated fundamental equity analysis of publicly traded companies within the healthcare sector
- Energetically pursue diligent equity research through various sources of information
- Create comprehensive financial models and valuation analysis
- Generate and vigorously communicate value-added buy, sell and hold recommendations on individual securities as well as views on the attractiveness of industries
- Proactively participate in all research meetings with portfolio managers
Skills on Resume:
- Sector Research (Hard skills)
- Channel Checking (Hard skills)
- Competitive Analysis (Hard skills)
- Financial Modeling (Hard skills)
- Networking (Soft skills)
- Investment Tracking (Hard skills)
- Equity Analysis (Hard skills)
- Communication (Soft skills)