EQUITY RESEARCH ANALYST RESUME EXAMPLE

Published: Feb 06, 2025 - The Equity Research Analyst specializes in analyzing equity and credit issues, focusing on financial and domestic securities, and contributing to investment commentaries for clients. Develops financial models, research reports, and market insights while collaborating with the Debt Capital Markets team. Actively participates in portfolio monitoring, industry research, and the formulation of strategic investment ideas for trading and long-term portfolios.

Tips for Equity Research Analyst Skills and Responsibilities on a Resume

1. Equity Research Analyst, F/M Investments, St. Louis, MO

Job Summary: 

  • Identity and evaluate profitable investment opportunities amongst companies listed 
  • Conduct a thorough fundamental analysis of a company’s business and financial position, including cash flow analysis, balance sheet and income statement evaluations, and draw insightful conclusions
  • Researches and evaluates new investment ideas for assigned portfolios that meet investment objectives and portfolio requirements.
  • Analyzing markets, competitive positioning, industry publications, data releases, regulatory events, earnings reports, published research, and technical factors.
  • Prepares written reports for Portfolio Manager review which includes investment ideas and reasons supporting ideas based on analysis of relevant factors.
  • Recommends stocks to purchase within the assigned area(s).
  • Conducts research on existing holdings to determine whether or not they continue to meet stated investment objectives and recommends changes in holdings if no longer compatible with investment objectives.
  • Assesses fundamental and technical trends within the assigned area(s) to generate appropriate investment ideas and contribute to asset allocation decisions.


Skills on Resume: 

  • Investment Analysis (Hard skills)
  • Fundamental Analysis (Hard skills)
  • Market Research (Hard skills)
  • Report Writing (Hard skills)
  • Stock Recommendation (Hard skills)
  • Trend Assessment (Hard skills)
  • Critical Thinking (Soft skills)
  • Decision Making (Soft skills)

2. Equity Research Analyst - Healthcare, John G. Ullman & Associates, Horseheads, NY

Job Summary: 

  • Assessing the financial performance and strategy of companies in the sector and forming a view on the relative and absolute valuation of each company
  • Comparing the theoretical valuation to the market price of the equity to determine whether shares are rated as Buy, Sell or Hold
  • Assisting institutional asset managers to decide which companies to invest in which involves writing research reports and face-to-face meetings
  • Financial modeling, writing research notes and attending client meetings
  • Generate new business ideas, help win corporate clients and brokerships, and other fee generating activities
  • Assist with value-added projects alongside the other Research Analysts to support the franchise
  • Manage projects - Industry, company and market analyses
  • Write though-provoking research reports and make presentations
  • Analyze emerging trends in an industry or macroeconomy to develop original insight and review findings with Senior Research Analysts
  • Analysis of public company financial data, news, and other information to identify opportunities and risks related to companies or industries


Skills on Resume:

  • Financial Assessment (Hard skills)
  • Valuation Analysis (Hard skills)
  • Investment Recommendations (Hard skills)
  • Financial Modeling (Hard skills)
  • Business Development (Soft skills)
  • Project Management (Soft skills)
  • Trend Analysis (Hard skills)
  • Presentation Skills (Soft skills)

3. Equity Research Analyst, Renaissance Capital, Stamford, CT

Job Summary: 

  • Reviewing and communicating on specific agreed equity and credit issues, with a focus on financials and domestic securities.
  • Contributing to regular investment commentaries and publications for Private Client circulation.
  • Working closely with the Debt Capital Markets team on Financial bonds and other ad hoc work.
  • Contributing to regular investment commentaries via traditional and social media.
  • Formulation of various investment ideas for both trading and long-term portfolio clients
  • Continuously communicating and interpreting financial market developments for the retail equity sales desk
  • Actively participating in the analysis and monitoring of discretionary portfolios and contributing to the firm’s investment committee meetings
  • Work with the team to complete industry research, stock screening, and stock coverage
  • Develop and write research reports and publications to be presented to management or shareholders
  • Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material
  • Maintain up-to-date knowledge of financial services industry happenings and current events
  • Conduct primary research from industry sources


Skills on Resume: 

  • Equity Analysis (Hard skills)
  • Investment Commentary (Hard skills)
  • Financial Modeling (Hard skills)
  • Industry Research (Hard skills)
  • Portfolio Monitoring (Hard skills)
  • Communication Skills (Soft skills)
  • Team Collaboration (Soft skills)
  • Market Awareness (Soft skills)

4. Equity Research Analyst, Origin Harbor Capital Solutions, Chicago, IL

Job Summary: 

  • Conducting research on a range of companies within the Consumer sector-specifically focused on luxury companies.
  • Attendance at company presentations, attendance of meetings with company management, researching company accounts/reports and other sources and drafting research notes
  • Undertaking various support tasks associated with the research function, updating databases, reviewing and archiving research material
  • Analysing numerous data sources to produce recommendations
  • Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.
  • Maintain constant coverage of industry-related news, trends, and developments
  • Disseminate insight when appropriate to internal and external stakeholders.
  • Liaising with various internal counterparts, including sales, ECM, trading, etc.
  • Communicating with company management
  • Attending industry and company events.
  • Support on cross-sector-related projects, including notes and presentations.


Skills on Resume: 

  • Company Research (Hard skills)
  • Data Analysis (Hard skills)
  • Database Management (Hard skills)
  • Investment Research Communication (Hard skills)
  • Industry Trend Monitoring (Hard skills)
  • Stakeholder Communication (Soft skills)
  • Collaboration (Soft skills)
  • Event Participation (Soft skills)

5. Equity Research Analyst, Hightower Advisors, Denver, CO

Job Summary: 

  • Analyzes the fundamentals of listed companies using appropriate valuation methods to facilitate clients' investment decisions.
  • Prepares sector/investment strategies and presentations based on the results of completed data-driven fundamental analysis to summarize key messages and deliver them clearly.
  • Arrange corporate access activities using established relationships with listed companies' management/investor relations groups to meet clients' requirements or offer value-added research.
  • Build and maintain statement financial models
  • Utilize primary and secondary research to build/maintain software market assessment models
  • Lead and work with Analysts and Associates to conduct company-specific and industry-wide research
  • Serve as the expert on designated areas of concentration
  • Evaluate environmental, social, and governance (ESG) risks and opportunities
  • Provide Buy/Sell/Hold recommendations to be used by clients and end-users around the world
  • Publish key product offerings including Stock Reports, Research Notes, Sub-Industry Outlooks, Industry Surveys, and Trends & Ideas pieces that are distributed daily to enterprise clients
  • Collaborate with other members of the ERS sector team, as well as the broader Equity and Fund Research business and CFRA at large


Skills on Resume: 

  • Fundamental Analysis (Hard skills)
  • Valuation Methods (Hard skills)
  • Financial Modeling (Hard skills)
  • Market Assessment (Hard skills)
  • ESG Evaluation (Hard skills)
  • Communication (Soft skills)
  • Team Collaboration (Soft skills)
  • Strategic Thinking (Soft skills)

6. Equity Research Analyst, Baird Private Wealth Management, Milwaukee, WI

Job Summary: 

  • Investigate and summarize financial and general information on the sector
  • Update financial models on covered and listed stocks
  • In-depth company modeling and valuation analysis in order to derive market recommendations
  • Data collection on the sector (Press, Annual Reports) and Data mining (Bloomberg, Datastream, etc.)
  • Strategic analysis & Marketing: Extensive company and client contact to review financial forecasts (analyst presentations and meetings with management), update of marketing presentations
  • Communicate the findings to institutional investors and SG equity salesforce, through research reports, one-to-ones, etc., and interaction with strategists and economists
  • Complete studies on a certain number of bespoke topics
  • Present ideas to the general sales desk and clients
  • Write research reports contributing to the team and department's product.


Skills on Resume: 

  • Financial Analysis (Hard skills)
  • Company Valuation (Hard skills)
  • Data Mining (Hard skills)
  • Strategic Analysis (Hard skills)
  • Marketing Presentations (Hard skills)
  • Communication (Soft skills)
  • Client Engagement (Soft skills)
  • Analytical Thinking (Soft skills)

7. Equity Research Analyst, Stephens Inc., Little Rock, AR

Job Summary: 

  • Conduct fundamental research and analysis and demonstrate comprehensive knowledge of market analysis on Global and Equities.
  • Formulate investment strategy and idea generation.
  • Provide private bankers and investment counsellors with trading ideas, and market updates.
  • Support relationship managers with data and/or research requests.
  • Prepare external and internal publications on Equity
  • Monitor and research current portfolio investments.
  • Real-time earning support and writing reports such as company profiles, earning notes, quarterly updates and initiating coverage reports.
  • Channel checks and investigative research into the accuracy of financial statements and company narrative.
  • Creating and maintaining models on company metrics.


Skills on Resume: 

  • Market Analysis (Hard skills)
  • Investment Strategy (Hard skills)
  • Data Analysis (Hard skills)
  • Report Writing (Hard skills)
  • Research Support (Hard skills)
  • Communication (Soft skills)
  • Collaboration (Soft skills)
  • Critical Thinking (Soft skills)