EQUITY RESEARCH ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Jun 04, 2025 - The Equity Research Associate brings extensive knowledge and experience to independently conduct company-specific, economic, or trend analysis. Capable of formulating investment theses, presenting ideas cohesively, and engaging in strategic decision-making within their product area. Fluent in Portuguese and English, with strong financial modeling skills, organizational abilities, and a collaborative approach to teamwork.
Essential Hard and Soft Skills for a Standout Equity Research Associate Resume
- Financial Modeling
- Market Research
- Data Analysis
- Report Writing
- Company Valuation
- Investment Research
- Financial Analysis
- Earnings Analysis
- Valuation Analysis
- Data Collection
- Communication
- Collaboration
- Analytical Thinking
- Client Relationship Management
- Team Collaboration
- Presentation Skills
- Event Participation
- Relationship Building
- Project Execution
- Research
Summary of Equity Research Associate Knowledge and Qualifications on Resume
1. BA in Advertising with 1 year of Experience.
- Extensive knowledge and experience/skill that enables independent company-specific, economic or trend analysis.
- May participate in decision-making beyond specific product areas or typically participate in strategic decision making within the specific product area.
- Able to be active in morning meetings and some marketing onmy own coverage universe.
- Have interaction with sales and participate in external client interaction.
- Be effective and capable of attending/speaking at morning meetings.
- Have the ability to formulate own investment thesis and ideas and present that in a cohesive fashion.
- Conversant in Portuguese and English
- Strong analytical and financial modeling skills using Excel
- Solid organizational and time management skills.
- Ability to function independently as well as maintain a collegial and collaborative approach to working with other team members
2. BA in Statistics with 3 years of Experience.
- A demonstrated passion for sustainability and business
- With experience and exposure in fields/roles that require strong analytical, data mining, numerical, research and/or problem-solving capabilities
- Excellent writing and drafting skills, verbal communication and presentation skills
- Fluent in spoken and written English
- Highly motivated, able to think logically, critically, and quickly
- A strong “can do” attitude and sense of urgency, with the ability to influence strategic change and get things done
- Team-oriented with a creative and innovative mindset
- Highly organised yet flexible, deadline-oriented with an ability to work under pressure
- Able to effectively prioritize multiple competing time demands
- Strong attention to detail and appreciation for providing supporting analysis
- Stakeholder management skills, an ability to form relationships and influence
- Previous stock coverage and/or evidenced ability to effectively pitch buy/sell stock recommendations
- A demonstrated passion for financial markets
3. BA in Marketing with 2 years of Experience.
- High attention to detail
- In-depth understanding of accounting concepts, financial modeling, and financial statement analysis
- Strong work ethic as the associate is entrusted to publish timely and accurate research to clients
- Proficiency in Microsoft Office, particularly Word, and PowerPoint
- Advanced skills in Excel
- Strong English writing and communication skills
- Strong French writing and communication skills
- Completion of Level I of the CFA Program
- Experience in investment analysis with an institutional investment firm
- Familiarity using Bloomberg and/or Refinitiv
- Work experience in Real Estate analysis/management
4. BA in Business Administration with 2 years of Experience.
- Preference is given to individuals with a CFA, MBA, or CPA
- Finance and/or accounting experience
- Work experience in traditional oil and gas and/or renewable energy development
- Strong Excel and PowerPoint skills
- Experience with financial modeling and detailed understanding of equity valuation, financial statement analysis, accounting, and evaluation of company filings
- Excellent verbal and written communication skills
- Proficient attention to detail and ability to step back and analyze broader industry trends
- Personal and professional track record of high achievement
5. BA in Accounting with 3 years of Experience.
- Ability to understand and analyze industry and company trends and form investment arguments
- Related work or strong internship experience
- Strong Excel, Word, PowerPoint, VBA Skills
- Capital markets experience
- Strong skills in financial analysis and report writing
- CPA or CFA certification or interest in being certified
- Knowledge of database tools – Bloomberg, Reuters and other financial data systems
- Experience in Equity Research (sector and industry agnostic).
- Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency
- Experience writing in a professional capacity, e.g. crafting equity research notes/correspondence, presentation and/or development of industry reports
- Strong PowerPoint skills
- Expected to be adaptable and have the ability to work well under pressure
- Strong attention to detail
- Healthcare sector experience
6. BA in Economics with 4 years of Experience.
- Experience in finance or accounting, preferably Equity Research or Investment Banking experience
- Self-starter with the ability to work independently
- Strong work ethic with a focus on teamwork
- High fluency in accounting and financial statement analysis
- Advanced knowledge of Excel
- Highly detail-oriented
- Exceptional verbal and written communication skills
- Passionate interest in equity markets and technology.
- Exceptional financial analysis and modeling skills, a strong understanding of valuation techniques
- Experience in an actuarial, accounting, financial, underwriter, or business development role or experience as an Equity Research Associate.
7. BA in Finance with 3 years of Experience.
- Experience in an accounting, financial, analytical, corporate development, or MandA capacity
- Experience with mining companies
- Strong accounting, financial modeling, graphing, and analytical skills
- Experience in analyzing financial statements and valuing companies
- Excellent command of Microsoft Suite, with an emphasis on Excel
- Strong written and verbal communication skills
- Good business judgment and decision-making skills
- Ability to perform under pressure and meet tight deadlines
- Ability to manage multiple projects simultaneously while maintaining a high standard of work
- A high level of energy and a keen desire to learn