EQUITY ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 04, 2025 - The Equity Analyst demonstrates strong project management skills, effectively collaborating with cross-functional teams while prioritizing tasks and meeting deadlines. Brings a high level of accountability, attention to detail, and the ability to adapt in a fast-paced, self-directed environment. Leverages analytical and communication skills to articulate complex issues and make informed decisions in the financial services or fintech space.

Summary of Equity Analyst Knowledge and Qualifications on Resume

1. BS in Accounting with 5 Years of Experience

  • Self-starter who can prioritize with high accountability and attention to detail with the capability to perform in a fast-paced environment.
  • Strong project management, with the ability to effectively communicate and collaborate with multiple cross-functional partners and prioritize work and meet timelines.
  • Skilled in focusing on desired results, resolving issues, clarifying next steps, adapting to changes, and prioritization to meet timelines and achieve desired results.
  • Well-adapted, self-motivated, and reliable with the ability to stay focused on a task and work independently.
  • Prior experience working in the financial services or fintech space
  • Excellent verbal and written communication skills with the ability to articulate complex and critical issues.
  • Detailed-oriented with strong analytical and problem-solving skills.
  • Experience with Schwab EquiView or Ultipro, Workday, and Computershare
  • Ability to write reports/notes in both Czech and English
  • Analytical and communication skills
  • Ability to think independently, make decisions quickly, and have the confidence and drive to be successful

2. BA in Business Administration with 7 Years of Experience

  • Excellent communicator with strong writing skills
  • Well-organized, detail-oriented and deadline-driven
  • Ability to prioritize tasks, work on multiple assignments, and handle ambiguity
  • Enjoys working both independently and as part of a team with professionals at all levels
  • Ability to work in a fast-paced environment and operate with a high degree of diligence and accuracy
  • Proficiency in Excel and Word
  • High level of integrity, sense of urgency, attention to detail, and quality standards.
  • Ability to connect with sell-side analysts, correlate and understand border themes
  • Attention to detail and ability to pitch stocks based on collated data.
  • Experience in institutional equity research
  • A strong relevant track record may also be considered in lieu of a top academic pedigree.
  • Strong work ethic and attention to detail
  • Independence of thought, intellectual curiosity, and an entrepreneurial nature

3. BS in Economics with 3 Years of Experience

  • Must desire a passion for investing, work with a sense of urgency, and have a competitive drive to achieve and exceed investment objectives
  • Experience performing fundamental equity research within the asset management industry, including an understanding of basic portfolio management techniques and strategies
  • Self-starter, ambitious approach with an ability to function with minimal supervision while striving to make an impact on a small team
  • Strong analytical and communications skills
  • Proficiency with investment systems, including Factset and/or Bloomberg
  • Prior investment banking, sell-side research, private equity, and/or long-only/hedge fund experience
  • Passion for fundamental analysis and public markets investing
  • Strong interest in the listed equity market
  • Advanced understanding of accounting/financial statements
  • Valuation experience and excellent Excel modeling skills
  • Excellent analytical and quantitative skills, with strong attention to detail
  • Outstanding work ethic and dedication

4. BA in Finance with 3 Years of Experience

  • Experience in investment analysis/ research.
  • Highly self-motivated and an effective team player.
  • Ability to work independently under general supervision.
  • Working knowledge of portfolio management.
  • Knowledge of respective regulatory requirements.
  • Good written and spoken skills in English, fluency in Bahasa Malaysia and Mandarin languages 
  • Strong working capability in coding, preferably in Python. 
  • Ability to efficiently translate business problems to scalable code.
  • Understanding of company financial statements (Income Statement, Balance Sheet and Cash Flow. etc)
  • Be able to understand and apply research papers in finance and econometrics
  • Familiarity with equity/derivatives markets.
  • Experience in asset management, index solutions, outsourced research, or quantitative trading firms 
  • Strong domain knowledge of either commodities, currency or fixed-income markets (apart from equities) with some exposure to international markets

5. BA in Statistics with 4 Years of Experience

  • Financial/investment research experience.
  • Knowledge of investment theory and economics, equity, fixed income and alternative investments, asset allocation, performance measurement, attribution analysis, customized benchmarking, and various models used to obtain such information.
  • Knowledge of competitive products in regard to investment options, pricing, performance benchmarking and service levels.
  • Interpersonal skills, member service orientation, and ability to effectively work and interact in a collaborative environment with a team of professionals.
  • Ability to build and sustain strategic relationships with key internal decision-makers, members, staff and the public.
  • Ability to identify and solve the most complex problems and use ground-breaking methods to think beyond existing solutions.
  • Ability to communicate, both verbally and in writing, with a diverse membership, employees and/or vendors in a clear and precise manner.
  • Ability to use Microsoft Office tools (Excel, Word, Outlook, PowerPoint) in the day-to-day essential duties of the job.
  • Ability to operate various office equipment such as personal computer, copier, printer, fax machine or other job-related equipment.
  • Ability to provide service excellence by building relationships, and being resourceful, responsive and respectful.

6. BS in Accounting with 3 Years of Experience

  • Experience in equity research analysis (buy-side)
  • Knowledge of finance and various industries and capital markets acumen
  • Ability to pay great attention to details and multi-task within a fast-paced environment
  • Ability to effectively communicate well-thought-out recommendations to PM within strict time constraints and risk parameters
  • Consumer, Industrial, or Healthcare sector experience 
  • Fundamental analysis, modeling, and valuation capabilities
  • experience in research analysis with good understanding of EQ/Derivatives trading
  • Portfolio management and analysis capability
  • Trading-related basic knowledge and understanding
  • Quantitative analysis capability
  • Strong modelling abilities
  • Impact reporting experience

7. BA in Business Administration with 6 Years of Experience

  • Pre- and post-IPO experience highly desired
  • Senior-level experience in the administration of global equity programs
  • Minimum CEP Level II required
  • Expertise with global equity programs, multiple equity award types, and transaction volume
  • Experience working directly with Certent and Fidelity Stock Plans and other major third-party equity software systems and brokerage firms
  • Strong verbal, written and interpersonal communication skills with an ability to communicate effectively with all levels of employees and internal/external partners
  • Excellent project management skills and ability to prioritize
  • Energy, enthusiasm, and follow-up skills necessary to drive results
  • Self-motivated, reliable, flexible, deadline-oriented, have a keen attention to detail, and can complete multiple tasks in a timely fashion, independently with minimal supervision
  • An effective communicator using any medium with a variety of levels of internal employees, business partners, external vendors, etc.
  • A compliance and process-oriented individual who is also flexible and can excel in a fast-paced and rapidly evolving environment
  • A team player with a strong work ethic and the ability to complete projects timely and accurately

8. BS in Economics with 5 Years of Experience

  • Experience in investment research, consulting, trading, or investments.
  • Investments experience with analytical work focused on bottom-up fundamental company research.
  • Experience in utilizing those skills in an applied research environment is desirable.
  • Able to use technology to communicate financial and economic concepts.
  • Strong communication skills, both written and verbal. 
  • Must have the confidence and credibility to persuasively influence colleagues, management, and clients.
  • Solid understanding of accounting, economics, the workings of financial markets, and computer tools (Excel, various databases, Bloomberg, FactSet)
  • Strong verbal and written communication skills including the ability to distill and convey data and insights clearly and concisely
  • Ability to sort through a large amount of information to determine the key issues and to think quantitatively and assess probabilities of risk and return without complete information
  • Demonstrated interest in identifying value-creating business models and an understanding of opportunity/risk balance
  • Possesses an entrepreneurial mindset in identifying and iterating on opportunities for strategic engagements to drive value for the business
  • Proven track record testing new hypotheses, and ability to evaluate different approaches against the strategic goals of the fund and the firm more broadly
  • Philosophical alignment with the team’s investment process
  • Ability to be nimble about contributing to business initiatives outside of direct investment responsibilities
  • Driven self-starter who is energized by working in a competitive industry
  • Independent thinker comfortable with voicing own opinions

9. BA in Finance with 3 Years of Experience

  • Experience within the equities space
  • Solid understanding of fundamental research and factors that impact company valuation
  • Strong analytical, quantitative and problem-solving skills
  • Experience with various corporate actions 
  • Computer programming skills 
  • Ability to communicate clearly, think independently and work collaboratively
  • Experience either within Equity Research or MandA
  • Understanding of and passion for investing 
  • Strong mathematical and analytical skills.
  • Team player with a strong work ethic.
  • Fluent in English and has good communication skills.

10. BA in Statistics with 4 Years of Experience

  • Firm understanding of many different types of equity awards/programs for both private and public company equity programs across multiple jurisdictions.
  • Proven record of providing excellent internal and external customer service.
  • Excellent interpersonal skills with high initiative, flexibility, and a team approach to work.
  • Ability to work in a fast-paced environment, manage competing priorities, adhere to tight deadlines and collaborate with cross-functional teams.
  • Strong eye for detail, descriptions, and process.
  • Effective communicator, oral and written.
  • Effective and efficient time management skills.
  • Extreme attention to detail and ability to execute tasks with minimal supervision.
  • Ability to effectively communicate and interact with a diverse group of individuals including various levels of management.
  • Proficient in Google suite, MS Office, in particular Excel and PowerPoint.
  • Certified Equity Professional (CEP) Certification
  • SOX control experience.

11. BS in Accounting with 5 Years of Experience

  • Sector knowledge, with a perspective and appreciation of the financial drivers of value across different sectors
  • Ability to automate and code (VBA, PYTHON) within the tasks which imply analysis and modeling to improve the stock selection of the universe defined by the Investment Advisory Team
  • Experience in handling meetings and questioning C-suite (ie CFO, CEO) level company management teams
  • Passionate about equity markets and impact investing
  • Strong analytical ability, initiative, independent thinking, and highly numerate
  • Ability to work to deadlines and produce consistent results, in line with team objectives
  • Good organizational and time management skills.
  • Experience in equity analysis and stock picking.
  • Be solidly numerate and have excellent time management skills required to meet deadlines. 
  • Have strong analytical skills together with the ability to gather information and use it to draw sound conclusions
  • Strong writing skills, discussing and publishing how world events affect the portfolio
  • Excellent opportunity to have a front-office role in a growing and ambitious firm
  • Creativity and initiative to develop projects that can lead to better implementation of strategies and trades and understanding of portfolio risk and positioning
  • Python knowledge and experience including core libraries and data analysis libraries 
  • Excel data analysis and VBA knowledge
  • SQL query knowledge

12. BA in Business Administration with 3 Years of Experience

  • Experience in Financial services, preferably in derivative
  • Derivative structured product and ISDA Definitions knowledge
  • Accuracy and absolute attention to detail are required due to the complexity of trades
  • Strong communication skills, enthusiastic and team-spirited - ability to convey this to the team
  • Ability to work and deliver under pressure
  • Mature and pro-active approach to generating solutions to day-to-day and longer-term technical problems
  • Able to demonstrate initiative and curiosity through past experiences
  • Sound judgment and analytical skills
  • Excellent team player
  • Be driven, enthusiastic, and dynamic in search of improving processes, controls and procedures
  • Prior experience working with OTC Derivatives confirmations is a significant benefit
  • Quantitative educational background
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner.

13. BS in Economics with 5 Years of Experience

  • Experience in the financial or real estate sector
  • Strong analytical skills (including advanced Excel skills)
  • Sound communication skills, both written and verbal
  • Commercial mindset with a dedicated client focus
  • A true team-player mentality in a demanding environment
  • Ability to cope with deadlines
  • Self-motivated person, with high ethical standards
  • Fluent English speaking/writing is a must, other languages

14. BA in Finance with 3 Years of Experience

  • Analyst experience on either the buy or sell side
  • Able to articulate and substantiate interest in sustainability investment
  • Team player, highly motivated, with a “can do” attitude
  • Strong analytical skills
  • Strong quantitative and modeling skills
  • Finance qualifications such as CFA
  • Strong presentation skills
  • Familiarity with ESG analysis is desirable given integration into the research process
  • Experience/familiarity with small/mid-cap security analysis
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