EQUITY DIRECTOR RESUME EXAMPLE

Published: Feb 06, 2025 - The Equity Director oversees staffing, from recruitment to termination, ensuring team alignment with business goals. Streamlines departmental policies to manage risks and improve operational efficiency. Actively communicates strategic visions internally and externally, managing targeted equity portfolios and integrating advanced hedging strategies.

Tips for Equity Director Skills and Responsibilities on a Resume

1. Education Equity Director, Jackson Financial Management, Portland, OR

Job Summary: 

  • Lead the development of strategy and vision for the education equity policy team through a participatory process with CDF-CA’s leadership and education equity staff.
  • Manage own substantive work alongside management and supervision of overall work.
  • Manage, support, and facilitate communications among the education equity team.
  • Monitor education equity policy and practices at the state and local level and document and advocate for promising practices and innovations.
  • Conduct policy, data, and budget analysis on key education equity priorities, issues, and indicators at the local and state levels in order to assess needs and policy/practice solutions.
  • Support education equity staff members to manage coalitions and conduct policy, data, and budget analysis.
  • Establish a local and state presence on education equity (especially in Sacramento), participating in and/or supporting existing collaborations, developing new ones and championing systems and culture change for students and families.
  • Lead the adequate and timely production of internal and external reports, toolkits, publications, fact sheets, speeches, web materials and events to raise awareness among stakeholders on education equity strategies.
  • Serve as a CDF-CA spokesperson on issues at the intersection of education equity and community power at conferences, taskforces, commissions, taskforces, workgroups, & coalitions.
  • Provide support to other CDF-CA policy areas and programs
  • Ensure policy goals are grounded in and connected to the communities directly impacted.


Skills on Resume: 

  • Strategy Development (Hard skills)  
  • Team Management (Soft skills)  
  • Communication Facilitation (Soft skills)  
  • Policy Monitoring (Hard skills)  
  • Data Analysis (Hard skills)  
  • Coalition Management (Soft skills)  
  • Reporting (Hard skills)  
  • Community Engagement (Soft skills)

2. Equity Trading Director, Summit Investment Partners, Austin, TX

Job Summary: 

  • Seek to provide Best Execution across a range of equity vol products (listed and OTC equity options, var swaps, light exotic options, etc.) for all of BlackRock’s internal businesses
  • Manage equity orders in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
  • Monitor market activity in areas of specialization and provide feedback to portfolio managers
  • Support investment teams in terms of information flow, trade ideas and data requests
  • Oversee day-to-day administrative issues in support of trading activities and liaison with trading operations
  • Pro-actively contribute to the investment process to both reduce transaction costs and identify outperformance opportunities
  • Work with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
  • Develop and maintain essential external relationships as required for Best Execution


Skills on Resume: 

  • Equity Trading (Hard skills)
  • Risk Management (Hard skills)
  • Market Monitoring (Hard skills)
  • Data Analysis (Hard skills)
  • Fiduciary Duty Awareness (Soft skills)
  • Communication Skills (Soft skills)
  • Relationship Management (Soft skills)
  • Innovative Thinking (Soft skills)

3. Equity and Inclusion Director, Horizon Wealth Solutions, Raleigh, NC

Job Summary: 

  • Provide leadership, and serve as internal consultant, to TCHFH leaders and staff to operationalize equity, inclusion, and anti-racism principles throughout the organization. 
  • In partnership with appropriate team members, infuse knowledge and best practices related to racial equity across TCHFH in programming, communications, internal culture building, and staff development. 
  • Enhance TCHFH’s base of cultural competence and capacity to improve its service delivery and program impact with participants of color. 
  • Explore and recommend various vehicles for ongoing community and employee input relative to race and equity initiatives and programs. 
  • Integrate proven methodology, training, and assessment tools. 
  • Provide guidance to CEO and leadership on further definition and shape of this position’s role within the organization. Outreach and Engagement 
  • Alongside other leaders and staff, develop and maintain strategic external partnerships with colleagues, community members and leaders, businesses, neighborhood partners, government agencies, and other key decision makers to further TCHFH’s mission and overall impact. 
  • Further develop and refine approach to community outreach efforts and relationship building. 
  • Represent TCHFH on select external committees and partnerships across the Twin Cities and at select public speaking engagements. 


Skills on Resume: 

  • Leadership (Soft skills)
  • Equity Practices (Hard skills)
  • Cultural Competence (Soft skills)
  • Engagement Strategies (Hard skills)
  • Program Implementation (Hard skills)
  • Partnership Development (Hard skills)
  • Communication (Soft skills)
  • Consultation (Soft skills)

4. Equity Research Director, Beacon Asset Management, Omaha, NE

Job Summary: 

  • Independently conducts and oversees equity research studies.
  • Manages and develops a team of Equity Analysts, including setting and achieving goals and expectations through the team's performance.
  • Manages and develops all aspects of an internal Buy List and Monitor List, according to guidelines set forth by Chief Investment Officer, including risk management characteristics and communications.
  • Responsible for all aspects of aptly staffing the department including recruitment, training, retention, promotion, and termination of employees.
  • Directs departmental policies and procedures to ensure the appropriate structure is in place to achieve business objectives while effectively controlling and minimizing risks.
  • Communicates vision and strategy clearly to internal and external clients.
  • Act as Portfolio Manager for targeted internal stock portfolios assigned.
  • Works with Bancorp Portfolio Managers and Wealth Management Advisors to integrate hedging strategies within client-managed portfolios.
  • Creates content for market commentary, investment vehicle reviews, sales materials, brochures, charts, and presentations.
  • Maintains a high level of knowledge and awareness about all manner of equity investment products/vehicles.
  • Ensures regulatory compliance is maintained on all existing products.
  • Facilitates new product training via written training materials, marketing materials and/or oral presentation.
  • Regularly travels to each of the Bank regions to provide client servicing, ongoing product training, and sales support.
  • Participates in all aspects of new strategy development within the equity asset class.


Skills on Resume: 

  • Equity Research (Hard skills)
  • Team Management (Soft skills)
  • Risk Management (Hard skills)
  • Recruitment (Hard skills)
  • Policy Development (Hard skills)
  • Strategic Communication (Soft skills)
  • Portfolio Management (Hard skills)
  • Regulatory Compliance (Hard skills)

5. Equity Director, Pine Grove Financial, Salt Lake City, UT

Job Summary: 

  • Actively identify and introduce new prospective investors to the fund
  • Arrangement of and participation in marketing meetings, preparation of tailored marketing materials, and playing an active role in the capital raising process
  • Developing and maintaining a sophisticated understanding of the Group Companies' businesses, funds under management, pending and prospective financing transactions etc.
  • Working with the Company's management to further develop, update, and meet fundraising and marketing targets
  • Improving marketing efforts toward, and securing investments from, financial institutions and other institutional investors
  • Participating in the maintenance of relationships with, and outreach to, the Group Companies' current investor base
  • Working closely with the Company's staff and consultants in connection with the foregoing
  • Main point of contact for banks, auditors, lawyers and other external parties
  • Support M&A activities and the due diligence process


Skills on Resume: 

  • Investor Relations (Hard skills)
  • Marketing Strategy (Hard skills)
  • Industry Knowledge (Hard skills)
  • Fundraising (Hard skills)
  • Relationship Management (Soft skills)
  • Team Collaboration (Soft skills)
  • Stakeholder Communication (Soft skills)
  • Due Diligence (Hard skills)

6. Equity Director, Crestview Investment Group, Tampa, FL

Job Summary: 

  • Lead relationship-building and deal-sourcing with advisors, owners, and other investors
  • Manage deal analysis, structuring, diligence and negotiations
  • Develop and implement portfolio value-creation initiatives alongside management teams
  • Build and develop a team of investors around yourself, liaising closely with senior colleagues across the organization
  • Interface between the CEO, Chief Strategy Officer, investor and banks
  • Responsible for accounting, internal management reporting controlling and taxes
  • Preparation of consolidated monthly management accounts and long- and short-term forecasts
  • Manage the consolidation process for the group and prepare the consolidated financial statements
  • Manage team and outsourced providers' workloads effectively to ensure deliverables are met
  • Development of reporting processes (integrated P&L / balance sheet / CF / selected KPIs)


Skills on Resume: 

  • Relationship Building (Soft skills)
  • Deal Structuring (Hard skills)
  • Strategic Planning (Hard skills)
  • Team Development (Soft skills)
  • Stakeholder Management (Soft skills)
  • Financial Reporting (Hard skills)
  • Forecasting (Hard skills)
  • Process Management (Hard skills)