Equity Research Analyst Job Description
Equity research analyst
provides financial, analytical and accounting support to the Regional Director of Finance and Regional VP of Finance.
Equity Research Analyst Duties & Responsibilities
To write an effective equity research analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included equity research analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Complete various administrative functions to support the portfolio managers, including maintenance of excel-based models
Detailed company analysis, which includes the building of proprietary earnings forecasts and expected return models, written research reports
Be fluent in spoken and written English and Japanese
The person in this role may conduct independent research
Analyze financial information relating to specific companies in Asia Pacific, company results, profit and loss and cash flow statements
Build and maintain financial models and reports including writing research notes and industry pieces
Concentrate primarily on high-quality, large- to mid-cap domestic and international companies
Recommendation activity is based on bottom-up, fundamental research, oriented toward high-conviction, long-term decisions for client portfolios
Internal and client presentations are expected
Perform thorough fundamental analysis of a company’s business and financial position
Equity Research Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Research Analyst
List any licenses or certifications required by the position: CFA, CPA, CMA
Education for Equity Research Analyst
Typically a job would require a certain level of education.
Employers hiring for the equity research analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Accounting, MBA, Business, Graduate, Engineering, Finance/Accounting, Education, Mathematics
Skills for Equity Research Analyst
Desired skills for equity research analyst include:
Advanced concepts
Practices
Procedures of finance and accounting
Equity markets
Excel
Covered companies
Finance and accounting
Use of internet and standard MS Office suite
Bloomberg Terminal
Business valuation techniques
Desired experience for equity research analyst includes:
The ability to work in the US without sponsorship
Mandarin is a must, Thai/Malay/Bahasa are preferable language skills
Pre-MBA role with ~2 years of financial experience in investment research, investment banking
MBAs or undergraduates (2-4 years of experience) with focus with a focus in finance, preferably with equity research/buyside/investment banking experience
Experience in researching consumer discretionary companies at either a sell-side or buy-side firm is preferred
Retail merchandising or operational experience preferred
Equity Research Analyst Examples
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Equity Research Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an equity research analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity research analyst
- Have ideally developed knowledge and understanding of the A/H-share market within the healthcare sector
- Conduct independent research and fundamental analysis for assigned industry and country coverage but to initially work under the guidance of a senior PM/Analyst in the first year
- Provide written and oral presentations of investment recommendations or forecasts to the team while keeping the team updated on a regular basis of any changes to the recommendations or forecasts
- Have strong teamwork and communication skills
- Conduct company research, analysis and recommendations on non-covered equity holdings at Fiduciary
- Expand or improve upon the stock screening tool to cross-check or find new stock recommendations
- Create company snapshots summarizing stock recommendations, which can be used for clients and prospects
- Have +7 years of experience in equity research with strong client votes or vote momentum
- Have a university degree a relevant discipline (finance, accounting, or engineering degrees in particular are preferred)
- Have material knowledge of the technology industry
Qualifications for equity research analyst
- Must have at least 1 years working experience in buy or sell-side research, investment banking or private equity
- Minimum 7 years of experience in buy-side equity research
- Strong collaboration skills and effective in a team environment
- University degree (finance
- Bachelor's degree in Finance ore related field
- Minimum 5 years of direct experience in primary company research and equity recommendation process
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Equity Research Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an equity research analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equity research analyst
- Have material knowledge of industrial products industry
- Proactively provide portfolio managers with timely stock ideas, using various fundamental, technical and quantitative techniques
- Complete detailed company analysis, including the building of proprietary earnings, forecasts and expected return models
- Prepare written research reports on companies for presentation to the portfolio manager
- Develop investment analysis relevant to members of the Emerging Markets equity team while providing useful feedback and participating in discussions regarding analysis produced by other members of the team
- Evaluate current and long-term trends across several industries
- Prepare internal departmental productivity reports
- Some administrative tasks including (1) collection and accumulation of key data
- The approach will be to discover alpha generating ideas from the ground up, include financial statement analysis, financial modeling, comparable company analysis assessment of industry and macroeconomic trends
- This is an opportunity for extensive stock coverage and increased internal and external exposure
Qualifications for equity research analyst
- Strong understanding of securities and investment process
- Ability to speak/read/write Mandarin is essential
- CFA and/or post graduate degree preferred
- The ideal candidate should be eager to learn, be self-motivated, and have a passion for the markets
- Ability to understand technological developments and explain them in simple terms, be able to draw implications for companies in the industry
- Minimum 5 years equity research experience
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Equity Research Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for an equity research analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity research analyst
- Issue tracking and follow up issues identified by BA and Development team
- Maintain regression test pack to be up to date
- Have tertiary qualifications in finance, accounting, engineering or a quantitative discipline
- Have at least 3 years' equity research experience, ideally Autos sector from sell-side firms
- Supports clients on data queries
- Supports company's descriptive data like Business summary and other Textual information
- The job also involves reporting and maintenance of record of work done
- Strong quantitative backgrounds (may have credentials such as the CFA, ACA or CPA)
- Be able to proactively build good relationships and enjoy communicating at all levels with sales teams and clients
- Be fluent in spoken and written English and Japanese (native level)
Qualifications for equity research analyst
- Ability to build and analyze detailed financial model
- Demonstrated analytical thinker with the ability to contribute actively to team discussions
- Ability to multi-task and prioritize various requests or assignments
- Substantial experience in Equity Research, specializing in the Retail sector
- Capital Goods and/or Industrials or adjacent sector experience preferred
- Experience of working within Equity Research, Corporate Finance/ M&A or audit from a large accounting firm with a focus on Financial Services Sector
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Equity Research Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of equity research analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity research analyst
- Examine trading, operational and technology issues impacting global listed derivatives markets
- Author monthly studies of the equity derivatives markets globally
- Research and write about market structure issues affecting the equity derivatives markets
- Provide both spontaneous and long term analysis of the equity derivatives markets to the firm’s clients
- Represent the firm at industry and company sponsored conferences and forums
- Join a focused industry group and work closely with the Senior Analyst responsible for that sector
- Provide quantitative support for industry- and company-specific research and assist in the preparation of financial models, written reports, and field research
- Write reports and communicate findings
- Attend company-sponsored conferences
- Interact with covered company management (CEOs, CFOs)
Qualifications for equity research analyst
- Substantial experience in Equity Research, specializing in the Banks sector
- University graduate with minimum 5 years of application support experience in investment banking environment/financial institution
- Experience in supporting research application system Factset, Factset Partners, Factset Target Distribution
- Knowledge of market data and financial models will be advantage
- Good knowledge in UNIX and Windows operating environment
- Willing to learn and able to adapt to different technologies
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Equity Research Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for an equity research analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for equity research analyst
- Have up to 4 years of relevant work experience covering the Singapore market is highly preferred
- Interact directly with business partners at all levels of the organization to define, analyze and document requirements, set priorities, Act as a champion for the needs of the business partners and a trusted advisor
- Provide input into system design to help the programming teams define effort and implementation schedules
- Ensure quality of product by enforcing high standards in testing and building audit/validation controls
- Act as an escalation point person for support issues that require detailed analysis and management
- Provide regular status reporting and issue tracking
- Have at least 3 years' equity research experience, ideally from sell-side firms
- Work in teams to cover group of 15+ stocks
- Join a focused industry group and work closely with Analysts
- Provide quantitative support for industry- and company-specific research and assist with field research
Qualifications for equity research analyst
- You will be sitting with other quant analysts on the quantitative equity team
- You will be able to experience, develop and implement these yourself
- You should have a PhD degree in a quant subject such as Statistics/ Maths/ Computer Science etc
- Important to have a background in time series analysis , statistics , digital signal processing , portfolio theory or applied mathematics
- Able to demonstrate an interest in modelling and implementing quantitative equity strategies and of equity data such as market and fundamental company data
- Programming is an intergral part of this job so you should be able to code in either Python , C++, C , C# or Matlab