Equity Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the equity analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M Sauer

Mallie

Sauer

3720 Dare Lakes

Chicago

+1 (555) 903 3420

3720 Dare Lakes

Chicago

Phone

p +1 (555) 903 3420

Experience Experience

Dallas, TX

Equity Analyst

Dallas, TX

Hamill Inc

Dallas, TX

Equity Analyst

Prepare and regularly review annual goals and career development plan with manager/supervisor
Build and maintain positive working relationships with users, service providers, key stakeholders and clients
Perform ad-hoc projects to continue to improve the stellar team
Assisting in client service and business development through participation in client and marketing presentations
Assist the Singapore Equities FM in the fund management responsibilities
Work closely with the investment team to provide investment ideas in the Banking and financial services sector, and Real Estate sector
Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing

Houston, TX

Senior Equity Analyst

Houston, TX

O'Conner-Stracke

Houston, TX

Senior Equity Analyst

Semi-monthly, monthly, quarterly and annual financial and compliance reporting including, but not limited to
This is a growing investment team with a diverse and constantly developing set of products
International Financial Reporting Standards
Nonqualified Deferred Compensation Plans
Employee Stock Purchase Plan
Internal and External Audits
Tax and/or Cost Basis Reporting

present

Detroit, MI

Senior Consumer Equity Analyst

Detroit, MI

Cruickshank Group

present

Detroit, MI

Senior Consumer Equity Analyst

present

Interact and work with quantitative fundamental research tools
Eligibility to work in U.S. without company sponsorship
Follow legislative, political and macroeconomic developments that may bear on portfolio companies
Advise portfolio managers on relative attractiveness of individual U.S. equities
Keep team members abreast of significant industry and company developments
Conduct due diligence on smaller U.S. based companies by communicating with industry participants and tracking domestic trade press
Construct valuation models and analyze U.S. consumer companies; show creativity with valuation techniques and succinctly articulate arguments for/against ownership

Education Education

Bachelor’s Degree in Business Administration

Auburn University

Bachelor’s Degree in Business Administration

Skills Skills

Strong attention to detail
Strong knowledge of finance, economics and general business
Knowledge of Workday, PeopleSoft and SharePoint is desirable
Demonstrated proficiency in basic computer applications such as Microsoft Office Software products
Ability to be a team player while demonstrating the ability to work independently
Solid analytical and quantitative skills
5+ years of experience in the Financial Services industry with strong understanding of the Equity Markets and wider financial environment
Highly organized
Able to multitask efficiently and effectively
Strong quantitative and computer skills, specifically advanced Excel modeling

Create a Resume in Minutes

15 Equity Analyst resume templates

Read our complete resume writing guides

Materials Sector Equity Analyst Resume Examples & Samples

Performance-oriented equity analysis of the global materials sector, with a strong focus on the European names
Close collaboration with the global investment office to help generating the UBS House View
Active contribution to the global and regional equity sector strategy
Generation and publication of performing thematic investment ideas, incl. proposal thereof to the research call committees
Primary contact person for the materials sector, as well as active presentation of research results to internal and external UBS clients
Minimum 5 years of experience as an equity analyst / sector specialist or in a comparable position, e.g. in portfolio management
Ability to look beyond the assigned financial sector in order to influence the UBS house view and equity strategy
University degree in economics or similar, with a specialization in finance; CFA, CEFA, or AZEK are a plus
Profound knowledge of financial markets and actors within those markets
Excellent command of English (both written and spoken); German and other languages are a plus
Skilled user of MS Office and the systems of financial data providers (Bloomberg, Factset, Reuters)
Highly motivated, self-disciplined and professional
Confident and assertive
Able to cope under pressure, committed, responsible, and a team player

Equity Analyst Resume Examples & Samples

Advanced degree with a major in Economics and/or Finance
A post-graduate financial certification, such as a CFA would be an advantage
The ability to develop financial models and arrive at investment conclusions based on top-down and bottom-up assessments
Relevant working experience of a minimum of 6 years in equity research in covering companies in Brazil
Strong analytical and organizational skills and the ability to work to tight deadlines
Excellent all-round presentation skills
A high degree of proficiency in English with the ability to write and present clearly and logically
Experience with providers of economic and financial data

Equity Analyst Resume Examples & Samples

5+ years of experience in the Financial Services industry with strong understanding of the Equity Markets and wider financial environment
Bachelor’s Degree in Finance, Accounting, Economics or equivalent concentration
Strong command of MS Office software and advanced Excel
Proficiency with Bloomberg and related automated research tools
Solid analytical, quantitative and problem-solving abilities
Excellent communication skills (written and verbal)

IBD IT Sector Equity Analyst Resume Examples & Samples

Equity Analyst to cover IT Sector to support IBD Coverage bankers
This is Equity Research position within Investment Banking Division
Minimum 7 year equity research experience of IT Sector in Japan
Native level fluency in written and spoken Japanese and Business level English
Equity research experience for Global Investment Bank based in Japan

Senior Equity Analyst Resume Examples & Samples

ASC718 (FAS123R)
International Financial Reporting Standards
Dividends
Nonqualified Deferred Compensation Plans
Employee Stock Purchase Plan
Tax and/or Cost Basis Reporting
Escheatment Reporting
Works with outside vendors or internal departments to establish criteria and specifications for accounting, reporting and data needs, ensuring vendor report availability. Creates reports, if needed, per internal department specifications. Audits various reports/data feeds from vendors, identifying issues/errors, ensuring issue/error resolution
Conducts research and resolves reporting issues related to reporting vendors
Experience in Finance or Accounting mandatory
3 to 5 years experience related to Equity administration accounting and reporting, including regulatory, governance, compliance adherence, payroll and/or payroll taxes
Intermediate to excellent level proficiency in Excel, Access and Word
Required in-depth knowledge and understanding of various Equity programs including Employee Stock Purchase Plans and Nonqualified Deferred Compensation Plans
Strong analytical, reconciliation/research, detail oriented and organizational skills
Experience with automated Equity systems and Access databases
Bachelor’s degree, preferably in Accounting or Finance
Solve problems of moderate scope and complexity, refers to policies and practices for guidance
Ability to demonstrate sound business judgment, assist with critical decisions related to Equity accounting and reporting and to be part of a highly specialized team, including the ability to become cross-trained within the team

Equity Analyst Resume Examples & Samples

Bachelors degree in finance or economics with concentration in analytical/statistical coursework
Working towards applicable post graduate work or CFA preferred
At least 3 years experience in the research and analysis of equity securities in the healthcare industry
Strong analytical skills, strong quantitative skills, and communication skills
Ability to effectively collaborate with others, as well as ability to work independently (i.e., a self-starter)
In depth knowledge of the institutional marketplace, financial markets and portfolio management strategy

Equity Analyst Resume Examples & Samples

A minimum 2-3 years of financial services and/or investment management experience (specifically in an investment banking or buy or sell-side research role)
A graduate of (or currently attending) an MBA Finance program with a focus on investments and participation in student fund
CFA designation (or demonstrated progress towards CFA designation)

Equity Analyst Resume Examples & Samples

The successful applicant will assume a high degree of responsibility for recommending stocks for inclusion in the portfolio and for subsequent investment decisions
He/she will assume primary coverage for one or more global sectors. This could include financials, healthcare or telecommunications but for the right candidate, the role would be flexible
With the assistance of quantitative screening tools, he/she will narrow down the wide investment universe to a manageable pipeline of stocks for further fundamental analysis
This analysis would include
Strong academic credentials at the undergraduate level. CFA or MBA would be an advantage
At least 3 years of relevant equity research work experience
Experience of analysis in multiple geographies and/or sectors. Willingness and ability to research new areas of the market as required. Flexibility to adopt a global approach to investing. Fluency in one or more foreign languages would be a benefit, especially Japanese or Mandarin
Proven ability to work well in and contribute to a team environment yet a self-starter able to work independently
Able to represent the team and firm to senior management, clients and other third parties

CIB Risk Market Risk Coverage Equity Analyst NY Resume Examples & Samples

Conduct ad hoc risk analysis, develop improvements of daily risk reports, and VaR and Stress analysis tools
Monitor risk exposures, understand the factors that drive the risk and P&L on the books, follow market movement/activities affecting positions, highlight and discuss risk changes and top risks
Respond to and urgent ad-hoc requests from senior management
Improve risk transparency, methodologies and reports by conducting deep-dives on various basis risks, curve risks, forward default risks, etc
Coordinate with trading, middle office, finance and technology on projects relating to Market Risk
Scenario analysis and stress testing; deep dives and ad-hoc analyses; improving risk transparency with enhanced reporting
Supporting other projects adhering to regulatory and internal control deliverables and guidelines
Bachelor's degree required. Advanced degree preferred. 1 to 2 years of financial industry working experience required
Familiarity with and enthusiasm for financial markets is critical. Equity and Fixed income products, including derivatives, preferred
Strong analytical and quantitative skills; must be competent with numbers and able to challenge concepts/proposals. Sound understanding of basic quantitative concept relating to risk sensitivity, P&L explain, VaR and stress testing
Good communication skills are necessary. You must be able to make clear recommendations & conclusions
Strong sense of accountability and ownership of responsibilities must be diligent, self-motivated and good at following up on issues
Ability to multi-task, work well under pressure with commitment to deliver under tight deadlines
Relevant experience such as model risk, market risk reporting, credit risk, structuring, trading, sales, or related is a plus

Senior Private Equity Analyst Resume Examples & Samples

Act as a liaison with Bloomberg's R&D groups to enhance the Bloomberg Terminal's Private Equity functions
Source and qualify relevant Fund, Limited Partner and General Partner data
Provide intelligence on the private equity market and competitor landscape
Work closely with customers and prospects to understand needs around data and analytics
Work with stakeholders to help drive research direction and scope
Interface with the sales force and help desk to promote the Private Equity product
Respond to client queries regarding the data and functionality
BA/BS in Finance or equivalent work experience; MBA and CFA or CAIA a plus
Deep knowledge of competing private equity data providers and publications
Demonstrated knowledge and interest in M&A, private equity, venture capital markets
2-4+ years of project management/leadership experience
Understanding of data architecture and the data information business
Commitment to enhancing and developing products
Excellent communication, presentation, and teamwork skills
Experience with large data sets is an advantage, as is experience with scripting languages and VBA

Pre-mba, Growth Equity Analyst Resume Examples & Samples

Minimum 2 year (by August 2015 start date) experience from a leading private equity fund or investment bank
Bachelor's degree in business, economics, accounting or related discipline preferred
Distinguished organizational skills

Emerging Markets Equity Analyst Resume Examples & Samples

Serve as a generalist, and work across all sectors and countries in the region
Conduct deep, thorough research on his/her assigned companies and countries, and support the senior portfolio managers in portfolio construction
Provide bottom-up and fundamental analysis on portfolio holdings, as well as generate investment insights that are additive and will strengthen the relevant funds
Develop a holistic point of view on emerging markets trends, economies and broad market factors
Contribute to MSIM’s collaborative investment process by attending weekly research meetings and sharing ideas
Be additive to MSIM’s reputation and presence in the marketplace, overall success and profitability
Travel within the Emerging Markets
Well developed analytical skills reflected in security analysis and portfolio management achievements
An ability to think independently, and generate original ideas and points of view
Openness to discussing, sharing and debating original investment ideas with a collaborative style
Motivated to be successful and help build positive fund performance in an environment where clients are the priority
Attention to detail, strength of conviction and ability to provide deep, thorough research that will evidence the readiness to take on additional responsibilities over time
An effective communication style that has been applied in presenting to clients, senior leadership and broader audiences

Senior Domestic Equity Analyst Resume Examples & Samples

Minimum of 7 years Buyside Analyst experience required
Fluency in English, additional language skills a plus
Strong math orientation and numerical aptitude
Excellent analytical and decision-making skills
Little or no experience as a Sellside Financial Analyst strongly preferred

Equity Analyst Resume Examples & Samples

Reviewing academic literature for new research ideas
Participating in group’s efforts to develop and prioritize the research agenda
Executing specific research projects. Representative projects might include developing and testing individual factors, combining individual factors into a multi-factor model, and determining the best way to use this model within an optimization-based portfolio construction process that balances return, risk, and transaction costs
Presenting research to internal and external clients as appropriate
Evaluating alternative third party data sources, models, or software
Examining advanced statistical techniques or modeling technology
Performing one-off analysis on market dynamics and/or portfolio positioning
Reviewing data inputs and trades for Disciplined Equity strategies
Master’s degree in Finance, Business, Mathematics, Statistics, Computer Science, Engineering, or a related field, or the foreign equivalent degree
Three years of experience with quantitative modeling
Demonstrated mastery of math, statistics and programming skills
Working knowledge of financial/statistical software and data (e.g., S‑PLUS/R, MarketQA, SAS, Factset, Northfield, APT, Compustat, IBES, FirstCall) is required
Ph.D., MBA, and/or CFA designation desirable
Very strong analytical and problem solving skills and an ability to assimilate a large amount of information for purposes of identifying value-added observations
Must be comfortable in a team oriented collegial environment that prizes strong individual contribution
Ability to multi-task and work independently in a rapidly changing environment
Well-developed oral and written communications skills

Equity Analyst Resume Examples & Samples

3+ years of previous bottom-up Fundamental Equity Research experience
Bachelor’s degree in Accounting, Economics, Finance, and/or in a related field
Previous working experience within the Investment Department of an Insurance company or Buy-Side Entity
Working knowledge of Bloomberg and other financial data software packages
Microsoft Office/Suite proficient (Excel, etc.)
Prior experience covering Industrial and Materials
Experience working in a multi-cultural organization

Equity Analyst Resume Examples & Samples

Qualified ACA accountant first time exam passes (ACA Preferable)
Strong academic background, with relevant degree from a top 10 university
Corporate finance or transaction services experience (Big 4/ Top tier Investment Bank Strongly Preferred)

Equity Analyst Private Wealth Management Resume Examples & Samples

Provide investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing client portfolios and providing guidance on general investment topics/themes including portfolio construction. Analysts are generalists, leveraging own knowledge and experience as well as Baird and third-party research sources
Participate in creating of daily Private Wealth Management research update, published and distributed every morning by 7:45 CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates
Co-manage, along with other PWM equity analysts, the Baird Recommended Portfolio, a mid-to-large cap blue chip investment portfolio comprised of 40-45 stocks across most economic sectors. This includes ongoing monitoring of portfolio holdings, as well as recommendations for portfolio additions/removals
Assist with development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients
Other duties/projects as assigned
Bachelor’s degree in finance, business, or other related field. Minimum of five years of investment industry experience. MBA with finance concentration and/or CFA charter holder candidate preferred
Must be Series 7 licensed or willing to obtain license within 12 months of starting
Strong analytical skills and a passion for the markets
Adept with spreadsheets, databases, presentation and word processing applications
Exceptional oral and written communications skills; strong presentation skills
Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills
Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to work in collaborative environment

Equity Analyst Resume Examples & Samples

Conduct financial statement analysis build and maintain financial models to evaluate historical information and generate forecasts
Write research reports on listed companies analysing factors such as business development, trends, opportunities and valuation
Opportunity to get immediate stock coverage and client exposure
Remain current on market developments to help frame investment views and strategies
Perform risk analysis and measurement

Equity Analyst for Materials Sector Resume Examples & Samples

Equity Analyst to cover Materials Sector
Working knowledge of Materials sector is must
Sell side or Buy side Equity Analyst experience, Strategic Consulting or Business Planning Department of the industry background in Japan

Institutional Equity Analyst Resume Examples & Samples

Sales: Work alongside experienced employees to learn how we build our client base and establish and maintain long-term client relationships. Assist with developing and presenting investment ideas and the fundamentals of selling and cross selling the Firm’s products
Trading: Develop and execute trading ideas and analysis, and support all aspects of the market-making trade execution process, from research analytics on trades to relative value analysis
Structuring: Use innovative and solutions-based approach to designing both investment and risk management products across all asset classes
Research/Strategy: Analyze market fundamentals and liaise with researchers to develop investment recommendations for internal and external clients
Analytics: Provide quantitative and qualitative analytics around client revenue and profitability; work to efficiently manage commission dollars by creating increased transparency around the services that clients value
You are a university student, who has completed your final year of study with strong academic standing; preference given to financial/business-related studies. Students must have graduated by November 2015 to be eligible
You are fluent in oral and written English
You are expected to be a team player with a strong work ethic who thrives with confidence when faced with intellectual challenges
You have strong analytical skills and the ability to grasp complex data, and be able to manage multiple projects, provide complicated financial analysis and develop appropriate corporate finance solutions
You have outstanding communication and interpersonal skills, the ability to form effective working relationships through collaboration and exhibit the highest ethical standards

Am-equity Analyst, Associate / VP Resume Examples & Samples

Creating and maintaining models to forecast earnings, cash flows, and balance sheets for existing portfolio holdings or potential new investments identified by portfolio managers
Analyzing business trends, end markets, competitive positioning, and product cycles of company business models to assess the quality and durability of cash flows and earnings
Measuring overall corporate performance, capital intensity, and effectiveness of capital allocation policies through use of returns-based metrics such as ROIC, CFROI, and Economic Value Added
Developing a viewpoint on the intrinsic value per share of existing and potential investments by qualitatively weighing factors such as durability of business franchise, financial risk, macro risk, and quality of management to determine appropriate valuation metrics
6-9 years of investment research experience (or related experience with financial analysis)
Ability to articulate well-formed views on the process of corporate value creation, citing companies that exemplify both success and failure in that endeavor
Ability to articulate a clear, concise value-based investment philosophy
Prior experience analyzing the industrial and/or technology sectors preferred but not required
Analytical swiftness and agility to study and draw conclusions on a variety of potential new investments over short time periods

Senior Equity Analyst Resume Examples & Samples

10 years professional experience in investments or capital markets
Effective problem identification, analytical and resolution skills
Strong time management and organizational skills with the ability to handle multiple projects on an ongoing basis in a fast paced ever changing work environment
Excellent interpersonal, oral, written and presentation skills
Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals
Experienced with the use of technology and specific software applications
MBA Strongly Preferred

Equity Analyst Resume Examples & Samples

Build and maintain financial models to forecast key bank profit and loss and balance sheet items
Assist in writing in depth single-stock, sector, and thematic reports for investing clients
For applicants with the requisite skills and experience, the role may offer stock coverage and client marketing responsibilities in the near term

Emerging Market Small Cap Equity Analyst Resume Examples & Samples

5-10 years experience working as an Equity Analyst, either on the buy or sell side
Experience working in EM Small Cap companies is strongly preferred
The position will require financial modeling, macro-economic analysis, and solid presentation skills
The successful candidate will need to be self-motivated, performance driven, and willing to travel extensively
The Analyst will have to be mature and confident enough to represent the fund and MSIM to company management, government officials, and potential and existing clients
The ability to work with a team is essential
The capability to combine a macro/global understanding with fundamental stock picking that has led to positive performance over market cycles
Intellectual curiosity and a passion for investing. Ideally, these views would have appeared in writing in either internal or external materials
A Bachelor’s degree from a highly regarded academic institution. CFA/MBA preferred

Growth Equity Analyst Resume Examples & Samples

Minimum 2 year experience from a leading private equity fund, investment bank or financial services firm
Working knowledge of credit, accounting, credit policy and financial statement analysis
Strong Excel, PowerPoint and modeling skills
Excellent written and verbal presentation skills

Equity Analyst Resume Examples & Samples

Detailed analysis of annual and quarterly financial statements
Detailed Excel modelling of historic earnings and forecast future earnings
Reading annual reports and prospectuses
Meetings company management and extensive travel to the region seeing companies
Bottom up fundamental analysis
Analysis of corporate governance risks
Forensic auditing of financial accounts
Tertiary qualifications in Accounting/Finance or other relevant disciplines with distinction
3 to 6 years work experience in Financial industry as an accountant/auditor/equity analyst
Previous experience covering ASEAN markets
CA/CPA/CFA qualified, or conducting CA/CPA/CFA highly preferred
Ability to work with different accounting/reporting standards and fluctuation in currencies
Be able to work to tight deadlines and have the flexibility to work outside of regular office hours when required
Demonstrate a passion for equity markets and financial valuation concepts
Be highly numerate and analytical
Solid understanding on value-investing; Buffet, Munger, Graham, Fisher etc
Possess strong Excel and Bloomberg skills
Possess strong time management skills, enabling effective prioritisation of competing tasks
Commitment to teamwork, accountable for decisions and possess high integrity

EYK Assistant Manager Private Equity Analyst Resume Examples & Samples

5 - 7 years relevant corporate finance/investment banking experience
Corporate Finance (preferably PE) market focused
Strong grasp of standard financial metrics and quantitative analysis techniques
Strong grasp of key databases and systems (Dealogic, Preqin, Pitchbook, Factiva, etc.)
Able to develop a network of contacts around the firm, across industry and service line teams, to connect customers in PE with internal specialists
Support development of PE Exit Studies, the development of PE thought leadership including PE cross-industry sector projects, PE Solution support, and deal generation
Demonstrate the ability to work closely with client teams, brainstorm, debate, etc
Participate on project teams to create analyses from unstructured and structured requests
Continuously develop in-depth knowledge of the marketplace and our key accounts
Share and leverage knowledge across the firm globally
Proactively team up with the network of Strategic and Market Intelligence analysts and researchers within PE as well as across sectors and Solutions to share leading practices and insights

Senior Equity Analyst / Portfolio Manager Resume Examples & Samples

Undertaking fundamental financial and strategic research on companies within the small, smid and large cap core equity investment universes
Analyzing global industries, and the economic and strategic trends that drive returns
Building and maintaining valuation models in order to forecast corporate earnings, cash flow, and balance sheet characteristics, and determine target prices and future enterprise values
Maintaining and presenting investment recommendations to the team
Assisting in managing portfolio's in the small, smid and large cap core areas
Assisting in client service and asset growth through participation in marketing and client presentations

Equity Analyst Resume Examples & Samples

Construct financial models on subject companies
Analyze and understand company financial statements, public filings, and various forms of investment research
Interview company managements and Wall Street contacts
Prepare written reports on companies under coverage
Recommend securities to be included in client portfolios
Review and provide feedback on other analysts' investment recommendations
Effectively communicate with institutional clients and consultants regarding Sterling's investment management process
Bachelor's degree or equivalent education and related training
Five years of equity analysis experience
Thorough knowledge of equity securities and their attributes
High level of technological competence
Demonstrated proficiency in basic computer applications such as Microsoft Office Software products
Chartered Financial Analyst designation

Equity Analyst Intern Resume Examples & Samples

Evaluate industry attractiveness, including competition & growth potential
Interview company management and other industry experts
Analyzing SEC filings and developing company models
Write brief reports on companies
One or two presentations to CWAM research team with recommendations for stocks to purchase
Potential domestic and international travel
Collaborate with internal Domestic and International CWAM research teams
Current first year MBA, MA or MS candidate enrolled in a full-time graduate program
Submission of a concise research report (no presentations) analyzing and recommending purchase of a small-to-mid-cap, domestic or international company
Valid domestic and international travel credentials (i.e. Passport, state issued identification, etc.)
Self-motivated, inquisitive problem-solver
Prior experience with financial analysis, preferred
A passion for investing and personal investment experience, preferred

Senior Domestic Equity Analyst Resume Examples & Samples

Conduct due diligence on smaller U.S. based companies by communicating with industry participants and tracking domestic trade press
Construct valuation models for stock-listed U.S. companies, oftentimes taking into account valuations implicitly assigned to similar, privately held assets through transactions involving local and other trade buyers
Advise portfolio managers on relative attractiveness of individual U.S. equities
Follow legislative and political developments that may bear on portfolio companies and the macroeconomic environment
Identify promising investment themes, and generate specific investment ideas from a universe of smaller U.S. companies
MBA or relevant MA in a subject that provides skills and context for making successful investments within the U.S
Minimum of 7 years Buyside Financial Analyst or Management Consulting experience required
High level of organization
Dynamic and confident personality with an above average ability to make a persuasive argument
Demonstrated interest in U.S. economy
No or little experience as a Sellside Financial Analyst strongly preferred

Equity Analyst, Consumer Resume Examples & Samples

Accountable for the development of actionable investment recommendations within the North American Consumer Discretionary and Consumer Staples sectors
Underweight/Overweight recommendations and timely changes thereto for specified sector companies are to be clearly articulated and well-founded
Will develop and maintain an accurate research platform with models and forward looking estimates for the relevant companies
Responsible for preparing and presenting highly regarded consumer industry reviews which drive clear and actionable investment theses for the constituent companies and, possibly, other related sectors/companies
Engage in an open and ongoing dialogue with CAM Portfolio Managers to ensure that best ideas are incorporated into the respective portfolios
Seek avenues to develop a close working relationship with CAM team members to develop industry theses, thematic pieces, and to promote and utilize a common research framework
Work collaboratively with the Asset Allocation team, with respect to sector allocation analysis, and the credit analysts in the Fixed Income team with respect to company analysis
Present and communicate both internally (to the team and professional staff) and externally with prospects and clients of the firm
Graduate and preferably post-graduate degrees in management, finance, economics or a quantitative discipline
CFA preferred, with other similar professional designations an asset
Five+ years of relevant research and analysis experience and/or portfolio management
Quantitative skills relating to indicator and model development and familiarity with macro and micro economic data environments
Proficient in computer modeling and spreadsheet analysis
Ability to work in a research team environment and also autonomously
A strong sense of responsibility and reliability; thorough and results oriented
Excellent influencing skills sufficient for processes related to mandating investment strategy, and compliance issues

Equity Analyst Resume Examples & Samples

Conduct fundamental research to generate investment ideas by financial modelling, reading sell-side reports, listening to earnings calls etc
Work closely with the investment team to provide investment ideas in the Banking and financial services sector, and Real Estate sector
Gather and assimilate investment data, write research reports

Equity Analyst Resume Examples & Samples

Undertaking fundamental research on equities
Analyzing industries, as well as overall economic and corporate trends
Developing company valuations and determining target prices
Presenting investment recommendations to the team

Equity Analyst Resume Examples & Samples

Bachelors degree required, with business, finance, quantitative, or economics concentration desired
3+ years of related employment experience
Have experience in evaluating companies
Analytical aptitude
Proficiency in Microsoft Office suite of applications

Steel Sector Equity Analyst Resume Examples & Samples

Lead Writing Analyst for Steel Sector
Steel Sector experience is must
Equity Research experience in Global Investment Bank based in Japan

Equity Analyst Resume Examples & Samples

Recommends investments and assists portfolio management of equity mandates (as part of the equity portfolio management team) managed by the Trust Company. May assist in product development and internal/external marketing as needed. With Portfolio Managers, responsible for performance in assigned sectors/industries. Reporting to Portfolio Managers, works independently to formulate, define, and execute on equity research initiatives in assigned sectors/industries. Performs research independently with little or no direct supervision. Will manage/train more junior equity analysts
Keeps abreast of market news in assigned coverage areas to apprise senior Trust Company Investment Officers of market moving events. Consistently able to look forward, anticipate and communicate market moving events to senior Trust Company Investment Officers
Works with Portfolio Managers to prioritize research projects and analyze, model, and evaluate prospective investments for equity portfolios. Independently originates and recommends projects and priorities for further research and evaluation
Constantly works to expand knowledge base of company/industry/sector economics and investment merit of assigned companies. Participates in discussion and analysis of companies outside of coverage universe and adds to team discussion of broader market and economic events. Demonstrates a high degree of knowledge of assigned companies/sectors in addition to strong general knowledge of capital markets
Leads meetings and conference calls with senior executives of targeted companies as part of the due diligence process. Independently schedules and prepares for meetings and calls by performing (or causing to be performed) all necessary preparations
BS/BA degree required
5+ years of industry expertise in this space
Previous experience working with clients and internal business partners
Previous experience working with leading industry analysts and public company CEO/CFO level
Previous experience in analyzing energy companies and various industrial segments (aerospace, defense, electrical engineering, freight forwarding, conglomerates)
Previous use of Bloomberg, MS Office, and Factset
Previous experience with analyzing and synthesize vast amounts of quantitative and qualitative data to make investment decisions and recommendations in a current or former role
CFA preferred
Master’s degree preferred
High level knowledge of financial concepts (beyond CFA/Masters level), and industry processes in numerous fields
Knowledge of capital markets and economics

Senior Domestic Equity Analyst, Consumers Resume Examples & Samples

Conduct due diligence on small-and mid-cap U.S. based companies in the Consumer sector by communicating with industry participants and tracking U.S. and other trade press
Interact and work with quantitative fundamental research tools
Construct valuation models and analyze U.S. companies within the Consumer sector; show creativity with valuation techniques and succinctly articulate arguments for/against ownership
Advise portfolio managers on relative attractiveness of individual U.S. equities within the Consumer sector
Keep team members abreast of significant industry and company developments within the Consumer sector
Sector and industry knowledge, specialization and experience required
Significant equity analysis experience as a dedicated Consumer analyst for a large, institutional asset manager
Excellent quantitative, qualitative and investment management skills

Senior Domestic Equity Analyst, Technology Resume Examples & Samples

Conduct due diligence on small-and mid-cap U.S. based companies in the Technology sector by communicating with industry participants and tracking U.S. and other trade press
Construct valuation models and analyze U.S. companies within the Technology sector; show creativity with valuation techniques and succinctly articulate arguments for/against ownership
Advise portfolio managers on relative attractiveness of individual U.S. equities within the Technology sector
Keep team members abreast of significant industry and company developments within the Technology sector
Identify promising investment areas and generate specific investment ideas from a pre-defined universe of small- and mid-cap U.S. companies
MBA or relevant MA/MS in a subject that provides skills and context for making successful investments within the U.S
Significant equity analysis experience as a dedicated Technology analyst for a large, institutional asset manager
Eligibility to work in U.S. without company sponsorship
Professional business and investment presence
Ability to work well independently and collaborate as a member of a team which includes the ability to be flexible and adaptable, and take initiative on one’s own
Buyside experience strongly preferred versus sellside experience

Gsip Venture Capital & Growth Equity, Analyst Resume Examples & Samples

The Analyst will be an active member of the investment diligence process
The Analyst will screen, analyze and help execute investments in the portfolio
Perform industry/sector and company analysis, and company due diligence
Conduct valuation analyses and company forecasting
Meet with management teams, industry experts and internal GS groups to help source new ideas
Six months to two years of experience in investment banking, private equity investing or consulting
Strong quantitative and finance skills (with an emphasis on corporate valuation and corporate finance skills)
Strong transactional experience, and an outstanding record of professional and academic achievement
Passion for technology-enabled businesses disrupting the status quo
Demonstrable interest in investing
Motivated, hardworking team player

Global Small Cap Equity Analyst Resume Examples & Samples

Continuously researching company, sector and industry fundamental trends on a global basis
Generating long investment ideas through sub-industry research, industry conferences, company meetings, among others
Evaluating opportunities and risks for potential investments via traditional fundamental analysis, building models, and quantifying the potential upside and downside
Maintaining research coverage, ratings and target prices on portfolio holdings
Proactively communicating recommendations and investment updates to sector and portfolio managers
The successful candidate will have a minimum of 5-10 years of experience and a proven track record of generating alpha, specifically across the small/mid-cap capitalization range
The analyst should also have strong sector and industry expertise across the Consumer Discretionary Sector, with experience in Consumer Staples a plus
Multi-disciplinary investment skills, adept at evaluating both value and growth opportunities across the globe
A demonstrable passion for investing and comfortable taking risk at a stock, sector and country level
Enthusiastic and independent thinker who is highly self-motivated and committed to adding value and delivering superior alpha to the platform
High level of intellectual curiosity and receptivity to fresh approaches to problem solving
Globally-minded individual that has an understanding of international financial markets, business climates, currencies and cultures
Ability to prioritize and manage multiple projects/tasks simultaneously
Capacity to thrive in a dynamic, constantly changing global market environment
Team player, willing to help and learn from others
Excellent modeling and valuation skills
A strong record of academic achievement. MBA and/or CFA preferred

Global Financials Equity Analyst Resume Examples & Samples

Initiate and sustain high-quality fundamental equity analysis of publicly traded securities within designated industry coverage
Energetically pursue diligent equity research through various sources of information, including review of public documents, financial statements, annual reports, trade journals, networking with industry participants, meetings with senior management, and, where appropriate, with sell-side research and industry analysts
Generate and proactively communicate value-added buy, sell and hold recommendations on individual securities, as well as provide views on the attractiveness of relevant industries
Develop and maintain differentiated investment theses for individual securities, supported by detailed financial modeling, financial projections, and an appropriate price target framework
Diligently document all recommendations and updates, including price targets and stock ratings on the EV equity research system
Develop and maintain an excellent working relationship with other financials analysts on the Global, US Value, US Growth Cap, US Small Cap, and Global Small Cap investment teams in order to facilitate the sharing and debate of relevant information and investment ideas across the financials sector
Proactively participate in all global team meetings, taking a holistic view of portfolios managed by the Global Equity Team, and actively participating in debate of securities across all sectors

Equity Analyst Resume Examples & Samples

Bachelor's degree; liberal arts background is preferred
Seven or more years of investment experience
Thorough understanding of investment management
Strong knowledge of finance, economics and general business
Ability to effectively present investment strategies to clients
Ability to make critical decisions independently
Well-developed interpersonal, verbal and written communication skills
MBA/CFA

Associate Equity Analyst Resume Examples & Samples

Assist sector analysts to speed the construction of long-term, well substantiated research
Gather and help interpret industry data to contribute to long-term forecasts and help write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage as required
Contribute to research material on your team's coverage lists
Become entrenched in industry news flow to fully understand sector drivers and gain context
Work quickly and efficiently with industry data while ensuring output remains error-free
Become an expert in Morningstar's Economic Moat research methodology
Proactively seek out the information required to learn more about the healthcare sector and associated industries
Act with independence and an "investors first" attitude at all times
Ability to think broadly and creatively about a range of strategic issues affecting a business
Strong qualitative and quantitative acumen combined with strong written and verbal communication skills
Progress toward CFA designation and/or MBA preferred
Demonstrated ability to make decisions under tight deadlines, at times with incomplete information
Sound financial modeling skills and knowledge of discounted cash flow modeling techniques. Excel proficiency is expected

Associate Equity Analyst Resume Examples & Samples

Gather publicly available information from companies and industry data sources, alongside internally-generated data to support creation of an investment mosaic. Support coverage needs for about 5-10 financial services companies
Gather and organize industry data to support senior analysts as they develop a long-term industry vision for large-scale research projects
Provide data and writing support for Morningstar’s Ultimate Stock Pickers’ publication
Become an expert in Morningstar’s Economic Moat research methodology
Act with independence and an ‘investors first’ attitude at all times

Equity Analyst Resume Examples & Samples

Research, analyze, and estimate fair values for approximately 20 companies across the main midstream sub-sectors. Companies under coverage include Enterprise Products Partners (EPD), Kinder Morgan (KMI), Spectra Energy Corp. (SE), and Magellan Midstream Partners (MMP)
Gather and analyze industry data to develop a long-term industry vision and forecasts, and write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage
Build detailed discounted cash flow models for each covered firm, focusing on the key drivers of the business and incorporating scenario analysis
Perform in-depth qualitative and quantitative analyses of the economic moats of the companies on your coverage list
Proactively surface attractive investment ideas internally and externally to support all products and clients

Equity Analyst Resume Examples & Samples

Research, analyze, and estimate fair values for approximately 20 companies
Write company- and sector-specific research reports that incorporate creative insights and identify investment opportunities for our clients
Perform in-depth analyses of the economic moats of the companies on your coverage list, incorporating qualitative and quantitative factors
Build detailed discounted cash flow models for each company you cover, focusing on the key drivers of the business and incorporating scenario analyses

Senior Private Equity Analyst Resume Examples & Samples

Bachelor's degree in Mathematics, Finance, Accounting, Economics or a related field
CFA, MBA, or professional /graduate qualification in an investment related discipline
Equity and debt capital markets experience preferred
Strong knowledge of corporate finance and credit markets preferred
3 -7 years related investment experience

Equity Analyst Internship Resume Examples & Samples

Analyze individual equity securities for inclusion in Thornburg portfolios. Create and maintain earnings models on individual companies leveraging skills in accounting, finance and economics
Monitor individual securities on a daily basis. Interpret developments that may impact share price performance on a longer-term basis such as macro-economic news and company-specific developments
Serve in a global generalist capacity, whereby coverage responsibilities span geographies and industries. Candidates will be expected to develop improved understanding of international markets over time
Passion for financial markets
College degree required; MBA/CFA preferred
Two years experience with financial markets preferred
Language skills and international experience a plus
Candidate must have or be able to obtain work authorization in the US

Senior Equity Analyst Resume Examples & Samples

Undertaking generalist fundamental research on equities
Analyzing economic and corporate trends
Building and maintaining financial models in order to analyze company earnings, cash flow, and balance sheet characteristics
Presenting investment recommendations to the portfolio manager
Assisting in client service and business development through participation in client and marketing presentations

Equity Analyst Resume Examples & Samples

Analyze publicly available information, earnings reports, and internally generated data to create an investment mosaic. Estimate fair values for approximately 20 heavy equipment manufacturers. Selected companies include Caterpillar, Deere & Company
Regularly publish reports, detailed discounted cash flow models that focus on the key drivers of the business, and in-depth research pieces, including the qualitative and quantitative analyses of your coverage’s Economic Moats
A bright, motivated individual with the desire to succeed in an intellectually intense environment. Possess scholarly curiosity, a passion for creative analysis, and meticulous attention to detail
CFA designation and/or MBA preferred
At least three years of experience in sell- or buy-side equity research or investment banking; alternatively, significant relevant experience in the heavy equipment industry combined with considerable knowledge of and a proven interest in equity research
Ability to make decisions under tight deadlines, at times with incomplete information
Possess independence, critical thinking skills, and a passion for investing with a bias toward long-term fundamental research
Work well within a team and be capable of respectfully accepting and providing constructive feedback

Infrastructure Private Equity Analyst Resume Examples & Samples

Assist in conducting asset due diligence
Primary responsibility for financial modeling and valuation
Assist other team members to measure and monitor the performance of portfolio companies, as well as help to implement operational changes and monetisation
Eventually to self-originate and execute new transactions
Assisting to prepare materials for meetings with potential investors
Be proactive, with ability to take on a high degree of responsibility and to execute critical work streams with limited supervision
Motivation to work in a buyside team with particular focus on value creation through operational improvements
Ability to think critically and in a considered manner in order to assess investment opportunities
Possess outstanding interpersonal skills and a strong team ethic that will enable the candidate to build and maintain a broad network within the global MSI team as well as with advisors and partners
European language (in particular northern European language) is a strong preference
Sector experience (Energy & Utilities, Transportation) is beneficial

Equity Analyst Resume Examples & Samples

Review equity award recommendations for adherence to global guidelines and policy
Consolidate recommendations and prepare presentations for approval by Unilever Board, local boards where required and North America Compensation Committee
Work closely with the Global Reward Expertise, Country Rewards Teams, Finance, country payroll departments, Comptroller’s Office, Corporate Tax Department, Global Mobility and ancillary global departments to ensure award and payout, accounting and financial reporting accuracy
Oversee processes with third party providers including Accenture (Unilever’s HR Shares Services outsourcing partners), ADP and other payroll providers, including Ernst & Young, Deloitte, Computershare for the stock plan service provider for global share plan participants and Fidelity for U.S. participants
Manage equity information flow to Total Reward Statement (TRS) ensuring data streams from executive plans and SHARES are up to date and operating efficiently
Lead preparation and distribution of all communications to eligible employees
Work closely with Corporate and country Finance/Treasury teams, Global Comptroller’s Office, country payroll departments, Global Mobility and Corporate Secretaries to meet reporting requirements including Sarbanes Oxley compliance reviews, and outside audits
Manage annual enrolment process
Own the payroll monthly contribution files process and ensure accuracy in accordance with employee elections and where discrepancies exist, research with relevant payroll
Oversee and ensure accurate movement of funds for all contributions to vendors
Liaise with treasury and vendors for quarterly purchase of shares
Respond to all questions regarding SHARES from internal counterparts, participants and vendors
Maintain documentation for all processes related to the SHARES plan
Manage and maintain the service delivery model to ensure excellent service delivery with a user-centric mind set from all key partners in the end-to-end process
Provide functional, system or local subject matter expertise in relation to relevant service area
Manage data requests for relevant service area
Build and maintain positive working relationships with users, service providers, key stakeholders and clients
Maintain documentation for all processes
Own and deliver operational projects to support improvement across the end-to-end process
Work on additional projects as needed within Global Equity, Reward Services and HR Services for skill development as well as building cross-functional talent and coverage
Business Context
Strong PC skills in Advanced Excel (super user required), Word, and PowerPoint required
Knowledge and regular user of Access is a plus
Knowledge of Workday, PeopleSoft and SharePoint is desirable
Excellent verbal and written communication skills. Must communicate with employees at all levels within the organization about complex compensation/tax/payroll matters
Strong data analysis and analytical skills to anticipate possible outcomes and issues
Excellent administrative and organization skills. Must be detail-oriented and thorough with superior and persistent follow-through and consistently deliver quality on time
Ability to be a team player while demonstrating the ability to work independently
Needs to be relationship-oriented and successfully deal with a broad range of professionals

Senior Equity Analyst Resume Examples & Samples

Maintain the model portfolios and ensure regular and ad hoc updates are correctly reflected in the various spreadsheets
Communicate with the web-team and the operations team to ensure correct and timely posting of updated model portfolios on the delivery platforms
Deliver North American equity research guidance to TD Wealth’s Private Investment Advice channel, coaching to a professional portfolio construction process and outcome. The recommendations will be based on a number of internal and external research sources and will reflect the PAIR team's interpretation and perspective
Prepare written reports for a number of market-related publications with varied frequency of distribution
Contribute to a daily conference call highlighting relevant research and market-related news for the advisors
Participate in Investment Advisor training and branch presentations as required
Support PAIR initiatives that may not be directly related to North American equities
Minimum 3 years of experience in the financialservices industry
Strong knowledge of financial markets andexperience with Canadian or U.S. equities
Strong time management, prioritization andorganizational skills are required to manage multiple deadlines andpriorities
Very strong verbal and written communicationskills
Strong interpersonal and relationship managementskills needed to effectively work with other members of the team and otherareas of TD Wealth
Excellent technical skills and a strong workingknowledge of Microsoft Office are required; strong Microsoft Excel skills areessential
Knowledge and understanding of Bloomberg andThomson or FactSet is preferable
Ability to work both independently and as a teamplayer
Outgoing individual who demonstrates keeninitiative, flexibility and ability to react quickly to changing needs,positively rising to challenges presented

Senior Buy-side Equity Analyst Emerging Markets Resume Examples & Samples

Generate value-added investment ideas and recommendations on Emerging Markets equities
Provide bottom-up company modeling, analysis, forecasts and valuation for the stocks you cover
Integrate ESG factors into your sector and company analysis and provide support in company dialogue & engagement when relevant
Actively communicate with the NN IP analysts and the portfolio managers on your views, best ideas and important events
Maintain an analyst model portfolio to communicate ideas and drive portfolio decisions
Pro-actively build up relationships with leading industry and sell-side analysts as well as company management
At least 5 years of experience in conducting fundamental Emerging Markets equity research and with experience in one or more of the following sectors; Telecom, Media, Healthcare and Real Estate
Relevant Master’s degree, CFA and/or other relevant professional qualification
Deep understanding of accounting and valuation methodologies of equities
Fluent in English (verbal and written)

Equity Analyst Resume Examples & Samples

Researches, gathers and exchanges information regarding business trends, company developments and the economic climate as it relates to the team’s current and potential holdings
This may be accomplished through the use of sell-side industry/company contacts, research databases, earnings reports and media resources
Works with Portfolio Managers to identify stocks with superior and sustainable earnings growth and attractive valuation characteristics
Conversely, works to detect any deterioration in business fundamental's for the fund's holdings
Utilizes financial market databases, software and other resources to source, manipulate and organize company/market data
Creates written reports to identify trends and communicate meaningful information used in financial analysis
Maintains market awareness by continually exchanging information on business trends and company developments with other Analysts, Traders, and Portfolio Managers
Develops effective relationships with Broker/Dealer Analysts and sales staff to maximize knowledge of industry and company fundamentals
Develops expertise in assigned company and industry universe
May serve as a resource to other Analysts, Traders, and Portfolio Managers in area of expertise
Completes special research projects at the request of Portfolio Managers
Minimum 2-3 years of sell-side or buy-side experience as an Analyst; only exception would be someone with previous related experience who attended an intense MBA Finance program focused on security analysis
A minimum 2-3 years of financial services and/or investment management experience (specifically in a buy-side or sell-side research role)
C.F.A. designation (or progress towards C.F.A. designation in lieu of MBA)
Interpersonal and strong writing skills necessary to communicate and interact with a variety of individuals are required
Must possess keen analytical skills and have the ability to apply accounting, financial, and investment principles in the analysis of companies and industries
Must be able to gather and interpret various market data
Must also have the ability to prioritize work and meet deadlines in a fast-paced work environment
Must also be proficient in Excel and Windows
The ability to cooperate in a team environment is critical

Senior Equity Analyst Resume Examples & Samples

Provide due diligence on companies in the Metals & Mining sector
Identify investment opportunities and advise portfolio managers
Support ideas with rigorous analysis
Build valuation models
10+ years relevant Metals & Mining equities experience (buy-side or sell-side)
Significant equity analysis experience within the Metals & Mining sector
CFA designation preferred, but not required

Senior Australasian Equity Analyst Resume Examples & Samples

Through value adding research and stock recommendations help portfolio managers achieve targeted risk adjusted portfolio returns within the mandated parameters
Actively assist in the recommendation an development of new products or investment options to deliver better investment returns and risk for ANZ businesses and client segments
Drive growth in Australasian portfolio Funds Under Management by contributing to retention and new business tenders and sales activities
Conduct presentations to promote both investment offering and research process
Banking, investment & equity fund financial industry knowledge & experience
Tertiary qualified, Bachelors Degree, CFA
Ideally a minimum of 5-10 years of analytical experience at institutional level
Proven track record in investment management
Ability to motivate, influence and succeed through collaboration
Experience in supporting change and overcoming resistance to change

Equity Analyst Resume Examples & Samples

Work directly with our Schwab team to maintain equity plan database (ex. employee records, tax rates, transfers, promotions, address changes)
Own and further develop the process and procedures documents for all plan administration
Further develop the internal stock admin help center portal
Become the daily liaison with payroll-basically become their best friend
Become a vital asset to help with equity grants (options, RSUs), RSU releases, ESPP enrollment and purchases as Zendesk continues to grow
Field employee requests regarding their equity, accounts, and stock plan questions
Maintain the stock plan documentation for both internal documentation and SOX compliance
Assist in monthly and quarterly reports related to stock compensation
Perform ad-hoc projects to continue to improve the stellar team

Equity Analyst Resume Examples & Samples

Bachelors degree required, with business, finance, quantitative, or
Five or more years of related employment experience
Related financial market experience
Desire to work in a close collaborative environment
Proficiency in Microsoft Office suite of applications, especially Excel/VBA

Equity Analyst Resume Examples & Samples

MBA with finance emphasis and/or Chartered Financial Analyst designation required
Two plus years investment experience working as an analyst required
Knowledge of sophisticated investment vehicles, solid understanding of firm's investment strategy and philosophy, business acumen, superior judgment, and total rate of return mentality required
Must be a self-starter and demonstrate understanding of economies and investment theories

Equity Analyst Resume Examples & Samples

MBA with finance emphasis or Chartered Financial Analyst designation required, both are preferred
Minimum of 5 years investment experience or relevant business experience
Deep knowledge of equity analysis across multiple sectors
This position may be subject to SEC restrictions on personal political contributions

Equity Analyst Resume Examples & Samples

Annually participates in review of equity plan design and conducts research to determine market equity values. Works with Finance/HR management to determine overall stock expense budget and then recommends employee eligibility and award levels for all participants at all levels
Administers grants, terminations, cancellations, and insider trading as well as other information required for plan administration purposes. Maintains information in the stock administration system and performs regular audits to ensure accuracy
Works closely with HR, Legal, Tax, and external consultants to design and prepare stock plan documents including grant agreements, exhibits, plan documents, and tax supplements. Distributes stock plan documents to employees. Monitors grant acceptance and resolves unaccepted grants
Provides educational information on stock awards to employees through regularly-scheduled training sessions and individual interaction
Ensure that tax withholding and reporting are performed according to local requirements. Works closely with Accounting, HR, Tax, Legal, external consultants, and the Company’s international offices to determine requirements and develop viable solutions. Instructs the international offices on adopted withholding and reporting measures and audits their compliance
Performs quarterly and year-end reconciliations and computations of diluted shares outstanding
Record stock compensation expense per ASC 718 and analyze expense booked to the GL to the stock administration system and provide variance analysis to Accounting/Finance and HR as necessary
Support preparation of stock compensation related deferred tax entries on a quarterly basis and provide supporting documentation on roll-forward and calculation method
Assists in preparation and filing of all SEC Form 3, Form 4, and Form 5 filings for Section 16 Officers\Directors and review of equity and stock compensation footnote preparation for the Company’s 10-Q and 10-K filings
Provides equity information for the proxy statement and other annual reporting
Monitor insider activity\manage Section 16 compliance program in conjunction with Legal
Prepares regularly-scheduled and ad hoc reports as required for internal contacts, external consultants, and the international offices
Assists with modeling stock compensation scenarios in support of corporate forecasts and compensation planning processes
Stays current on legislative changes and accounting standards in the global stock plan environment and proposes corrective actions, process improvements or plan design changes when necessary

Equity Analyst, Liberty Mutual Investments Resume Examples & Samples

Conduct quantitative research under guidance of senior portfolio manager. Co-managing the passive index and active quant portfolio
Asset allocation and macroeconomic research include monitoring regional markets and contributing to recommendations of different equity classes
Individual stock analysis including valuation and fundamental analysis, earnings forecast modeling, industry and sector analysis. Generalist coverage
Contributing to monitoring and researching external equity managers for sub-advisory accounts
As a member of Liberty Mutual’s Public Equities team, the Investment Associate will be responsible for both quantitative and fundamental research using a holistic, global approach
MBA or Master’s degree required
Experience with an investment analytical platform (Bloomberg, FactSet)
Proficient in using Excel and PowerPoint
Experience with quantitative investment tools (backtester, optimizer) a plus
Seeking a highly collaborative individual who works well on a small team

Equity Analyst Resume Examples & Samples

Bachelor's degree in Business, Finance, Economics or other related field
3+ years of experience in the field or in a related area
Familiar with industry standard concepts, practices, and procedures
Ability to rely on experience and judgment to plan and accomplish goals; a degree of creativity and latitude is required

Equity Analyst Resume Examples & Samples

Research, analyze, and estimate fair values for about 20 basic materials companies
Regularly publish reports and in-depth research pieces, including supply and demand forecasts for relevant commodities
Show a constant interest in pushing Morningstar’s research methodology and business forward
Coordinate with global sector teams regarding content, methodology, etc

Senior Equity Analyst, CSG Resume Examples & Samples

Provide advice and guidance on large-cap and mid-cap equities
Conduct fundamental research on a list of equities and provide written opinions consistent with the firm's investment philosophy
Effectively communicate investment ideas and sector knowledge to financial advisors, clients, media, and the investing public
Work with other analysts to support team and department objectives
Provide service to branches by responding to service requests and phone calls

Equity Analyst Resume Examples & Samples

Two plus years investment experience working as an Equity Analyst required. Health Care or Financials sector experience preferred
Strong analytical and quantitative skills and an understanding of valuation techniques
Must have the ability to work within a team in a self-directed basis
Possess a clear passion for the markets and investing
Be located in or willing to relocate to Des Moines, IA

Equity Analyst Resume Examples & Samples

Identify and resolve trade differences between BOS postings to items cleared at the NSCC
Identify and rectify any unresolved balancing discrepancies between trade date and settlement date
Post manual trades not eligible to flow through the automated systems
Perform corrections to existing trades as requested by our business partners while being mindful of impact to reconciliations
Post advisor allocations and corrections as requested by Institutional partners on items not able to flow through the automated systems

Associate Equity Analyst Resume Examples & Samples

Contribute to research material on your team’s coverage lists
Proactively seek out the information required to learn more about the basic materials sector and associated industries
Act with independence and an “investors first” attitude at all times
Experience in sell- or buy-side equity research, investment banking, or related financial field preferred
Strong intuitive grasp of economic concepts related to supply and demand modelling

Senior Equity Analyst Resume Examples & Samples

At least 3 years relevant experience with demonstrated understanding of commercial real estate valuation and discounted cash flow analysis
Exposure to large/complex commercial real estate assets, including office, industrial, multi-family, retail, hotel, student housing and senior living projects
Strong quantitative and computer skills, specifically advanced Excel modeling
Bachelor’s degree in related field (real estate or finance), MBA preferred

Equity Analyst Resume Examples & Samples

Extensive fundamental equity research experience; 8 years minimum investing experience
Expertise within the energy sector required
Proven alpha generation as a buy-side or sell-side analyst and/or fund manager
A value- and quality-tilted style basis; although some comfort with a growth mindset is helpful
Experience covering mid and large cap stocks

Equity Analyst, Technology, Value & Income VP Resume Examples & Samples

5+ years experience investing (buy or sell-side) preferred but not required
Experience in the Information Technology sector preferred but not required
Comfort with mid- and large-cap, US and Int’l stocks
Original and independent thinker, able to work in a fast-paced team environment
Strong record of academic achievement

European Equity Analyst Resume Examples & Samples

Conduct due diligence on smaller European based companies by communicating with industry participants and tracking domestic trade press
Model and analyze financials of European domiciled companies
Construct valuation models for stock-listed European companies, oftentimes taking into account valuations implicitly assigned to similar, privately held assets through transactions involving local and other trade buyers
Advise portfolio managers on relative attractiveness of individual European equities
Identify promising investment themes, and generate specific investment ideas from a universe of smaller European companies
MBA or relevant MA/MS in a subject that provides skills and context for making successful investments within the U.S. and globally
Minimum of 3 years work experience in investment management, management consulting, corporate finance, private equity or strategy/planning experience within an operating company
Fluency in English and at least one additional European language
Demonstrated interest in European economic and political issues proved through work and study experience
Ability to make decisions under uncertainty
Excellent verbal, written and interpersonal communication skills

Senior Technology Equity Analyst Resume Examples & Samples

Model and analyze financials of U.S. domiciled companies
Previous technology industry work or research experience
Responsive
Ability to analyze complex situations and generate succinct conclusions

Equity Analyst Energy Resume Examples & Samples

Research, analyze, and estimate fair values for about 20 energy companies, primarily midstream firms
Regularly publish reports and in-depth research pieces, including the qualitative and quantitative analyses of your coverage’s Economic Moats
Develop relationships with coverage companies and industry participants to enhance research and build brand

Senior Consumer Equity Analyst Resume Examples & Samples

Construct valuation models and analyze U.S. consumer companies; show creativity with valuation techniques and succinctly articulate arguments for/against ownership
Keep team members abreast of significant industry and company developments
Follow legislative, political and macroeconomic developments that may bear on portfolio companies
Minimum of 10 years sector-related Financial Analyst or Management Consulting experience required
Previous consumer industry work or research experience
Ability to work well independently and as a member of a team which includes the ability to be flexible and adaptable, and take initiative on one’s own
CFA designation preferred

Equity Analyst Resume Examples & Samples

Primary focus to analyse relevant equities in Singapore, as directed by the Head of Research
Assist the Singapore Equities FM in the fund management responsibilities
Perform relevant investment research; research to portfolio responsibilities approx. 75%/25%
Assist other team members in their equity research/FM work
Researching and writing reports on companies under coverage
Meeting with management of companies under coverage
Keeping fund managers up to date with newsflow/research on companies under coverage
Participating in daily meetings with fund managers in London
Participating in monthly meetings with Asian fund management team

Equity Analyst Resume Examples & Samples

Equity plan administration of employee awards, exercises, forfeitures, modifications, and employee stock purchase plan
Prepare year end reporting to IRS including Form 1099, Form 3921, and Form 3922 and supporting schedules
Assist in the preparation of SEC reports including Section 16 filings, Form 10-Q, Form 10-K, proxy statement, etc. including the compilation and organization of supporting documentation

European Small & Mid Cap Equity Analyst Resume Examples & Samples

Have 5-10 years of equity research experience, ideally gained on the Buy side. Experience of analyzing UK/European small and mid-cap stocks is a pre-requisite
Demonstrate the ability to successfully evaluate companies across different sectors and geographies
Have a rigorous, fundamental research process, and a demonstrable ability to generate alpha
Demonstrate enthusiasm, a strong work ethic, and be able to work independently

Private Equity Analyst, Consumer / Technology Resume Examples & Samples

Two to five years of relevant experience in a private markets investment role, preferably at a venture capital or private equity firm
Established industry relationships and an ability to source, track and evaluate potential investment opportunities
Demonstrated ability to both work independently and to collaborate with experienced, cross-functional deal teams
Exceptional work ethic, attention to detail and demonstrated ability to succeed in a results-oriented environment
Independence of thought, intellectual curiosity, and an entrepreneurial nature
Strong academic credentials. MBA preferred

Equity Analyst Resume Examples & Samples

Processing approvals for the launch of plans, issuance of shares etc
Conducting legal due diligence and tax due diligence in relation to the operation of share plans globally
Delivering grants and releases for all-employee and discretionary plans
Production & distribution of payroll reports when shares are released to the relevant payroll coordinators
Preparing ad-hoc and scheduled reports requested by the businesses
Managing the annual all-employee plan launches
Supporting effective on-going administration of share plans globally through working with
Proactive and self-motivated with excellent organisational and planning skills
Able to prioritise tasks and work under pressure to meet deadlines
Strong Excel, Word & Powerpoint skills
Proven experience and knowledge of share plan

Equity Analyst Resume Examples & Samples

Using financial market databases (Bloomberg, Capital IQ), software and other resources to assist in sourcing, organizing, and analyzing company/market data to generate positive and relative outperformance for our clients
Help research and gather information regarding business trends, company developments and the macro economic climate
Attend management team and sell-side analyst meetings
Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing
Maintain quantitative models and screens and generate investment ideas
Day to day monitoring of portfolio holdings
Monthly portfolio performance and attribution analysis
3-5 years equity research related experience
Experience with Capital IQ and Bloomberg

ICP Senior Equity Analyst Resume Examples & Samples

Analyze publicly available information, earnings reports, and internally generated data to create an investment mosaic
Gather and interpret industry data to develop a long-term industry vision and write notes for a sophisticated and demanding client base. Analyze implications of fundamental industry developments for coverage
Regularly publish reports, detailed discounted cash flow models that focus on the key drivers of the business, and in-depth research pieces, including the qualitative and quantitative analyses
Build and maintain financial models and reports writing research notes and industry pieces
Perform financial analysis and due diligence
Provide equity research and recommendations to the portfolio management team
Emphasis is placed on primary research contact with companies and competitors, seeking out those with superior or improving competitive positions and financial results
The research process employs disciplined assessments of corporate strategy and execution, valuation, earnings power, profitability trend, cash generation, capital management, governance, and the competitive landscape
Develop relationships with coverage companies and industry participants by attending company events and industry conferences to enhance research and build brand
No supervisory responsibilities

Senior Equity Analyst Resume Examples & Samples

Provide due diligence on companies in the Chemicals sector
10+ years relevant Materials/Chemicals equities experience (buy-side or sell-side)
Significant equity analysis experience within the Materials/Chemicals sector

Senior Equity Analyst Resume Examples & Samples

Provide due diligence on companies in the aerospace and defense sector
10+ years relevant aerospace and defense equities experience (domestic and/or global)
Significant equity analysis experience within the aerospace and defense sector either at an asset manager, hedge fund, or bank (buy-side experience preferred)

Senior Equity Analyst Resume Examples & Samples

Provide due diligence on companies in the healthcare sector (international focused)
10+ years relevant healthcare equities experience
Significant equity analysis experience within the healthcare sector either at an asset manager, hedge fund, or bank (buy-side experience preferred)

Equity Analyst Resume Examples & Samples

Financial qualification preferred: CA(SA) + CFA
Outstanding academic credentials essential
Three years or more relevant financial services and/or specific industry experience
Proven track record of delivering results in high paced environment
Track record of leading discussions with CEO-level management and senior institutional portfolio managers
Clear knowledge of Citi and our clients and their investment processes
A sound grasp of financial analysis, modeling and valuation techniques
An established track record of producing research on the stocks requiring coverage
A proven ability to leverage research via an in-house sales force and trading desk
An uunderstanding of stock market sentiment and how to harness this in an investment context
Strong interpersonal skills and collaborative working style
Demonstrates an understanding of Citi’s clients and has a clear proposal for how to meet their requirements
Demonstrates strong relationships with CEO-level management at companies requiring coverage
A track record of consistently producing outstanding results under pressure
CA(SA)/MBA/CFA

Equity Analyst Resume Examples & Samples

Build stock model, prepare a valuation, and make recommendation for sectors and stock under coverage within the sectors
Actively seeking information by do company visit, regular calls, and contact with company representatives and stakeholder to get any update on the earnings and business prospect, as an integral part of equity investment process
Make stock recommendations and ranking them on a weekly basis based on the valuation and alpha catalysts
Prepare a written research reports for any additional stocks on the stock approved lists for sectors under coverage
Summarize broker’s actionable recommendations and highlight relevant information
Maintain files of research, meeting notes and recommendations in clear chronological order and easily assessable
Contribute to ideas generation at meetings and sector allocation meetings

Senior Equity Analyst Resume Examples & Samples

Conduct fundamental research across a range of financial sectors in Europe, including financial analysis, meeting company management, industry analysis, conferences, interaction across BlackRock equity teams
Generate high conviction investment ideas for a variety of strategies across the risk spectrum. Contribute to the team’s discussions of individual ideas and the team’s overall portfolio strategies. And above all, generate alpha in the team’s portfolios
CFA or equivalent qualification preferred

Equity Analyst Resume Examples & Samples

0-3 years of relevant experience with demonstrated understanding of commercial real estate valuation and discounted cash flow analysis
Experience in Argus (DCF and/or Enterprise) and knowledge of IRES/MRI - Foresight software a plus
Well organized and results-orientated team player with the ability to work under pressure independently. Emphasis on communication skills (both oral and written) and ability to handle multiple assignments

Equity Analyst Resume Examples & Samples

Analyses publicly available information, earnings reports, alongside internally-generated data to create investment mosaic. Estimate fair values for about 20 companies, mostly focusing on industrial and building material firms. Companies may include: Amcor, Brambles, and James Hardie, among others
Gather and analyse industry data to develop a long-term industry vision, and write notes for a sophisticated and demanding client base. Analyse implications of fundamental industry developments for coverage
Perform additional duties and responsibilities as needed from time to time

Download Equity Analyst Resume Sample as Image file

Related Job Titles

Equity Resume Sample

Equity Capital Markets Resume Sample

Finance Analyst Resume Sample

Home Equity Resume Sample

Equity Derivatives Resume Sample

Private Equity Resume Sample

Private Equity Associate Resume Sample

Private Equity Analyst Resume Sample

Trading Analyst Resume Sample

Manager, Equity Resume Sample

Private Equity Accounting Resume Sample

Financial Program Analyst Resume Sample

Browse More

Equity Analyst Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Equity Analyst resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Materials Sector Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

IBD IT Sector Equity Analyst Resume Examples & Samples

Senior Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

CIB Risk Market Risk Coverage Equity Analyst NY Resume Examples & Samples

Senior Private Equity Analyst Resume Examples & Samples

Pre-mba, Growth Equity Analyst Resume Examples & Samples

Emerging Markets Equity Analyst Resume Examples & Samples

Senior Domestic Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Private Wealth Management Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst for Materials Sector Resume Examples & Samples

Institutional Equity Analyst Resume Examples & Samples

Am-equity Analyst, Associate / VP Resume Examples & Samples

Senior Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Emerging Market Small Cap Equity Analyst Resume Examples & Samples

Growth Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

EYK Assistant Manager Private Equity Analyst Resume Examples & Samples

Senior Equity Analyst / Portfolio Manager Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Intern Resume Examples & Samples

Senior Domestic Equity Analyst Resume Examples & Samples

Equity Analyst, Consumer Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Steel Sector Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Senior Domestic Equity Analyst, Consumers Resume Examples & Samples

Senior Domestic Equity Analyst, Technology Resume Examples & Samples

Gsip Venture Capital & Growth Equity, Analyst Resume Examples & Samples

Global Small Cap Equity Analyst Resume Examples & Samples

Global Financials Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Associate Equity Analyst Resume Examples & Samples

Associate Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

Senior Private Equity Analyst Resume Examples & Samples

Equity Analyst Internship Resume Examples & Samples

Senior Equity Analyst Resume Examples & Samples

Equity Analyst Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume