EQUITY RESEARCH ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 04, 2025 - The Equity Research Analyst role emphasizes analytical excellence, financial modeling proficiency, and a deep interest in the stock market. Excels in collaborative and independent work environments, with strong communication skills and attention to detail. Proficient in leveraging tools like Excel and PowerPoint to analyze corporate finance and deliver insightful research.

Essential Hard and Soft Skills for a Standout Equity Research Analyst Resume
  • Investment Analysis
  • Financial Modeling
  • Fundamental Analysis
  • Market Research
  • Valuation Methods
  • Data Analysis
  • Report Writing
  • Industry Research
  • ESG Evaluation
  • Company Valuation
  • Communication Skills
  • Critical Thinking
  • Team Collaboration
  • Strategic Thinking
  • Decision Making
  • Client Engagement
  • Analytical Thinking
  • Event Participation
  • Market Awareness
  • Presentation Skills

Summary of Equity Research Analyst Knowledge and Qualifications on Resume

1. BA in Finance with 6 years of Experience

  • Proven skill in fundamental analysis
  • Must be detail oriented self-starter, able to prioritize work, and manage multiple tasks and deadlines
  • Must work well collaboratively in a small team atmosphere
  • Strong communication skills, both written and oral
  • A willingness to take decisive views, even unpopular ones, coupled with the ability to comfortably move on with group decisions
  • Experience with or ability to quickly learn standard software used for financial analysis 
  • Knowledge of particular sectors or stocks emphasized in the Quality strategy
  • Technology sector expertise
  • Quantitative skills (computer programming, statistics, etc.

2. BA in Economics with 4 years of Experience

  • Financial analyst experience in investment management, private equity, or investment banking.
  • Demonstrates intellectual curiosity and strong analytical skills.
  • Strong written and verbal communication skills.
  • Strong work ethic and ability to work independently.
  • Demonstrates ability to work in a collaborative environment.
  • Proficient in Excel, PowerPoint, and Word.
  • Strong interest in the stock market and/or personal investment experience.
  • Background in equity research, technology, private equity, investment banking or consulting 
  • Exceptional analytical skills and attention to detail.
  • Understanding of corporate finance, accounting, and experience with MS Word, Excel and research on the internet. 
  • Ability to multi-task, organize, and assimilate large amounts of information quickly.
  • Strong modeling skills
  • Proficient in building and maintaining financial models to forecast future revenue, earnings, and cash flows.

3. BA in Accounting with 5 years of Experience

  • Experience in financial and/or investment research in a KPO or advisory Firm
  • Strong grasp of financial concepts and accounting and application in financial analysis and valuation
  • Should possess experience in financial modelling, forecasting, valuation and writing investment research
  • Must possess expertise in using financial research databases (Bloomberg, Capital IQ, Thomson ONE)
  • Expert understanding of MS-Office tools particularly advanced Excel
  • Strong business acumen and problem-solving skills
  • Excellent communication (both written and oral) and presentation skills
  • Aware of the latest macroeconomic trends and impact on global capital markets
  • Able to quickly develop understanding of new sectors and identify key drivers or risk factors
  • Desire to work in a fast-paced, challenging environment
  • Ability to synthesize large amounts of information into a coherent investment thesis

4. BA in Business Administration with 5 years of Experience

  • Experience in Sell Side Equity Research in the Energy sector, ideally Small / Mid Caps
  • Proven ability to critically review and analyse industry data
  • Highly analytical, organised and able to multitask under tight time frames
  • An excellent communicator, able to present recommendations and investment decisions persuasively
  • Competent in financial modelling, investment research, analysis and evaluation
  • Independent thinker
  • Comfortable investing in a highly concentrated portfolio.
  • Strong financial analysis, valuation and modelling skills
  • Ability to recommend stocks/companies for investments backed up with adequate research.
  • Ability to prepare and logically organize research materials in the form of a report and also in the form of a presentation that is readily understood by the reader.
  • Familiarity with the internet and high-value information resources like Bloomberg, Thompson research etc
  • Strong analytical and quantitative skills.
  • Highly motivated, dynamic, hardworking and eager to succeed.

5. BA in Statistics with 3 years of Experience

  • Experience in Equity Research, Investment Banking, and/or Accounting
  • Experience writing in a professional capacity, e.g. crafting equity research notes/correspondence, presentation and/or development of industry reports
  • Natural curiosity, critical thinking, and logical evaluation
  • Ability to work independently and as part of a team
  • Excellent analytical and modelling skills including creating and interpreting models
  • Excellent communication and presentation skills, both verbal and written
  • A deep understanding of the global financial services sector and a general affinity for finance-related topics.
  • A general interest in financial markets and long-term stock analysis.
  • Proficiency in Excel, a sound understanding of financial statements of public companies, and fluency in English.
  • Ability to write detailed reports in English.
  • Experience with financial information systems such as Bloomberg or CapitalIQ
  • Detailed prior experience in equity research analysis in the healthcare and allied professions.

6. BA in Finance with 4 years of Experience

  • Strong work ethic, can work independently and be proactive.
  • Fluent computer skills (For example, Aladdin, Microsoft Excel, Word, PowerPoint, Bloomberg, and FactSet).
  • Native English speaker (or fluency to match) and a strong preference for an additional language such as Spanish, Portuguese, or Mandarin with strong writing and oral presentation skills.
  • Be a role model, supporting and fostering a culture of good conduct.
  • Demonstrate proactivity, transparency, and accountability for identifying and managing conduct risks.
  • Consider the implications of actions on colleagues, partners and clients before making decisions and escalate issues to the manager when unsure.
  • A strong work ethic, positive spirit, embracing the team’s investment philosophy and process, and actively portraying a positive and unified team ethos.
  • Research experience conducting fundamental equity research
  • Experience within global emerging markets and coverage of utility, energy or alternative energy areas
  • In-depth knowledge and understanding of financial market dynamics and performance drivers.
  • Sustainability in both research and investment decisions.
  • Demonstrable experience in integrating ESG considerations into investment analysis.
  • Experience across different geographies within Emerging Markets.
  • Experience in the construction, maintenance and interpretation of financial models

7. BA in Economics with 10 years of Experience

  • Experience in an investment analyst role with emerging markets expertise
  • Experience researching APAC (non-China) stocks 
  • Experience covering stocks in multiple sectors (including cyclical and non-cyclical) across emerging markets
  • Strong bottom-up fundamental approach to research
  • Ability and track record of generating money making investment ideas
  • Ability to build relationships and collaborate with experienced, cross-functional investment teams
  • Independence of thought and curiosity about the world
  • Self-awareness and resilience to be comfortable when wrong
  • Ability to be decisive in the face of ambiguity
  • Strong work ethic and attention to detail
  • Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment
  • Strong academic credentials

8. BA in Accounting with 4 years of Experience

  • Japanese language skills 
  • Prior experience as a fundamental equity research analyst on the buy-side or sell-side 
  • Demonstrated interest in investing
  • Strong analytical and financial modeling skills
  • Superior written and oral communication skills
  • Independent thinker with the ability to focus on long-term trends and opportunities
  • Strong team player who can work well in a highly collaborative culture
  • High level of personal integrity
  • Curiosity and a learning mindset
  • Understand coaching for long-term development of self and others
  • Strong team orientation

9. BA in Business Administration with 3 years of Experience

  • Excellent analytical skills
  • Proficiency in Excel and PowerPoint
  • Working knowledge of accounting, finance, and securities valuation
  • Ability to work in a fast-paced, high-energy environment
  • Comfortable taking initiative and being resourceful/entrepreneurial
  • Ability to multi-task and work with numerous teams
  • Strong interest in the FinTech sector
  • Experience in equity research, investment banking, and/or the FinTech industry
  • Exceptional writing and verbal communication skills, able to prepare high-impact materials
  • Participates effectively in both internal and external meetings
  • Maturity and poise to work directly with client executives
  • Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values
  • Ability to perform under pressure, amid tight deadlines, can effectively prioritize and plan

10. BA in Accounting with 5 years of Experience

  • Knowledge of derivatives and options- in particular option trading strategies
  • Knowledge of options - pricing, Greeks, volatility trading, hedging
  • Actual derivatives trading experience
  • Strong analytical abilities including the use of Excel for analysis
  • Strong presentation and interpersonal skills
  • Ability to work in a fast-paced environment
  • Very strong communication skills- ability to present ideas and strategies clearly and interact well with both peers as well as senior management
  • Excellent communication skills to facilitate conversations both internally and externally
  • Competency in Microsoft Office
  • Analytical mind, able to rapidly assimilate information
  • Self-starter - must be organized and able to work independently
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