Equity Research Associate Resume Samples

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P Dickinson

Paula

Dickinson

1615 Brionna Ridges

Houston

+1 (555) 608 5490

1615 Brionna Ridges

Houston

Phone

p +1 (555) 608 5490

Experience Experience

New York, NY

Equity Research Associate

New York, NY

Purdy-Rodriguez

New York, NY

Equity Research Associate

Make field trips, interview company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities
Participate in company management interviews and communication to develop and maintain sources of information
Develop and maintain relationships with investor relations personnel and management of companies under coverage
Assists in development of financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
Assist in the development of financial models
Assist in the development and detailed modeling of company specific financial models
Assist in the development and maintenance of detailed financial models

Boston, MA

Equity Research Associate, Internet

Boston, MA

Hudson, Rau and Williamson

Boston, MA

Equity Research Associate, Internet

Provide primary analytical support for the Senior Analyst covering the space
Working knowledge of Microsoft products (Excel, Outlook, PowerPoint and Word)
Perform financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage
Monitor and evaluate company news and events
Interact with company management, internal sales force, and institutional investors
Gather and analyze data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services
Perform other related duties, as assigned

present

New York, NY

Equity Research Associate, Pharma & Biotech

New York, NY

Prohaska Group

present

New York, NY

Equity Research Associate, Pharma & Biotech

present

Analyze individual Biotechnology companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Prepare regular written research reports that summarize the findings of analysis, including estimates of expected current year business results
Write comprehensive research reports and present findings; draft reports/ notes on relevant investment themes, events, and breaking news
Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research in the biotech sector
Contribute to building valuation models
Organize physician calls for investors and investor events
Write notes in response to daily news flow; keep the Senior Analyst up-to-date on important news; adjust financial models and files to reflect latest information

Education Education

Bachelor’s Degree in Finance

Iowa State University

Bachelor’s Degree in Finance

Skills Skills

Ability to perform in a fast-paced, time-sensitive and dynamic environment while maintaining very strong attention to detail
Excellent organizational and communication skills. Detail-oriented, accurate, and reliable
Superior financial modeling skills and an attention to detail (solid knowledge of excel)
Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
Good verbal and written skills in English and good communications skills
Using technical/professional knowledge, interpersonal and sales skills to obtain customers' commitment to ideas, services, or products
Timeliness: the ability to respond to requests quickly while maintaining a perfectionist approach
Proactive and meticulous with strong attention to detail
Demonstrated ability to use good judgment
Proficient writing skills, including the ability to succinctly and clearly explain complex information

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15 Equity Research Associate resume templates

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Equity Research Associate Resume Examples & Samples

Respond to requests for information and analysis from clients, traders, institutional salespeople, company management teams, etc
Statistical analysis: Familiarity with basic and more sophisticated valuation methodologies
Writing: the ability to succinctly and clearly explain complex concepts
Timeliness: the ability to respond to requests quickly while maintaining a perfectionist approach

Equity Research Associate Resume Examples & Samples

Develop and enhance detailed company and asset-specific tax models
Maintain, develop and analyze data
Maintain and develop sector specific valuation tables and presentations
Analysis of financial statements plus company and industry specific data
Assist with writing company notes and thematic reports
Ability to anticipate and deliver opinions
Develop an expertise in the energy sector in general and in the oil and gas exploration and production space specifically
Timely delivery of research on a daily, monthly and quarterly basis
Undergraduate degree with a focus on Business, Finance, Geology or Petroleum Engineering
Strong financial and operational analytical skills with the ability to synthesize data points into trends
Strong accounting skills
Ability to commit to over and above regular work hours as required
Strong PC skills, specifically Excel, with ability to quickly learn new platforms
LI-MM2

Equity Research Associate Resume Examples & Samples

Responsible for creation of U.S. equity research from concept, to data analysis and written prose
Research topics likely to include
Earnings
Valuations
Sectors
Relationship between U.S. equities and other markets
Corporate behavior (i.e. historical spending and capex patterns)
Longer-term themes (i.e. impact of recent energy finds)
Regularly review market data and draw conclusions on the key themes impacting U.S. equities and other markets
Respond to ad-hoc requests on earnings, valuations and other financial metrics (i.e. aggregate balance sheet and income statement data for the S&P 500)
Strong quantitative skills (some programming preferred)
Familiarity with financial systems (i.e. Bloomberg, Factset, Haver)
Strong working knowledge of accounting concepts
Passion for economy and markets
Licenses: Series 7, 63, 86, 87
LI-JY1

Equity Research Associate Resume Examples & Samples

Develop an expertise in the Mining sector
Assist in the development and detailed modelling of company specific financial and reserve models
Support and answer client queries as they relate to the sector
Help maintain and develop sector-specific databases
No authorities to approve, recommend etc
This position supports the Senior Analyst
Licensing Requirements – FSA or by exemption (as applicable)
Undergraduate and/or graduate degree, preferably with a concentration in Business, Economics, Finance or a highly quantitative discipline
Solid writing skills
At least 2-3 years of overall work experience
Preferred one year of previous professional experience in the related sector
Ability to perform under pressure and meet time-sensitive deadlines, sometimes for extended periods of time
Good inter-personal skills and the ability to work and coordinate effectively within a team environment COMPETENCIES Behavioural
Deal with stressful situations and meet time deadlines
Ability to quickly summaries factual information and media release
Must be able to deal with internal professional staff and external institutional and corporate clients in a professional manner

Equity Research Associate, Reits Resume Examples & Samples

Understand the nuances of the industry
Bachelor’s Degree in Business, Statistics or Accounting required.MBA is a plus
Homebuilders experience
2 to 3 years sell or buy side research experience, investment banking or industry experience

Equity Research Associate Resume Examples & Samples

Support the senior Healthcare Services analyst and team in detailed coverage of over 18 companies
The candidate will have a minimum of 2 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
The candidate would ideally have 2+ years of experience in Healthcare/Healthcare Services and more specifically knowledge of and interest in the industry
2+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Candidates are expected to be adaptable and have the ability to work well under pressure in a sometimes-intense environment, and should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines. Strong organizational skills, attention to details, ability to multi task, and superior time management skills are a must

Equity Research Associate Resume Examples & Samples

Financial modeling, including financial projections and cash flow analysis
Accounting knowledge
Knowledge of financial statements
Understanding of software and software markets
Work ethic
Ability to work in a team setting
Writing ability
Relevant experience therein

Equity Research Associate / VP-reit Sector Resume Examples & Samples

Prepare company and industry research reports under direction of a senior analyst
Create and maintain financial and industry models
May collect and process economic and statistical data using sampling techniques and econometric methods
Compile, analyze, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques, as it applies to real estate
Study economic and statistical data in area of real estate
Forecast supply and demand for real estate using statistical analysis and regression analysis
Assist in formulation of investment ideas within the REIT sector

Equity Research Associate, Product Management Resume Examples & Samples

1) Proactively directing action-oriented research/content for various meetings
2) Communicating ideas throughout the sales/trading network
3) Coordinating US and global research marketing and products
1) Morning Meeting facilitation
2) Coordinate with the Analysts, Global Sector Marketers, Generalists, Sales Traders, Traders
3) Engage in all Global Product Management Efforts
4) Facilitate/encourage analyst break-ins on earnings, research notes, late-breaking items

Equity Research Associate Medical Technology Resume Examples & Samples

Successful candidates require a high level of curiosity, strong work ethic and motivation. Further, we are seeking
Academic excellence, a bachelor’s degree in Finance, Accounting or equivalent, and/or an MBA or CFA/CPA designation
Desired work experience includes equity research, management consulting, accounting, banking and/or IT services

Equity Research Associate, Pharma & Biotech Resume Examples & Samples

Analyze individual Biotechnology companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Write comprehensive research reports and present findings; draft reports/ notes on relevant investment themes, events, and breaking news
Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research in the biotech sector
Interview physicians and company executives
Interact with the Firm’s institutional sales force and investor clients
Work closely with a senior analyst and collaborate with other members of the healthcare team
Advanced degree such as MBA desired; studies in science or medicine a plus
Prior experience with Business or Product Development at a pharmaceutical company preferred
Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends, e.g. implications from IMS data for prescription demand
Strong interpersonal relationship skills and style conducive to building relationships

Capital Markets Equity Research Associate Resume Examples & Samples

Create and maintain Excel financial models
Financial modeling: understanding of the three primary financial statements, how they relate to each other and how to build models in Excel to forecast key values
Computer skills: Proficient in Excel, Word and PowerPoint
Candidates must have a BA and/or MBA and (preferably) be in pursuit of CFA designation
Candidates should have Series 7, 63, 86 and 87 licenses

Equity Research Associate, Healthcare Resume Examples & Samples

Monitor and interpret major company developments and identify macro themes and trends affecting the Health Care sector
Interact with clients via the online messaging system (ADSK)
Develop and maintain relationships with internal departments and external market professionals
Desired education: Bachelors, Masters or higher education in life sciences such as biology, biochemistry, molecular biology and medicine is desired
CFA designation and/or MBA degree is a plus
Minimum of 2 years' experience in the Life Science industry (pharmaceutical company, pharmacy, hospital) or practice/supporting role in a medical capacity
Strong knowledge of concepts, practices and procedures of Life Sciences industries
Attention to detail is crucial
Commitment to enhancing and developing products

Equity Research Associate Resume Examples & Samples

2) Design and manage financial models to generate financial forecasts
3) Generate detailed reports for specific companies and industry trends in the coverage sub-sectors
4) Provide investment recommendations based on company and industry outlook and valuation modeling

Equity Research Associate Resume Examples & Samples

Analyze individual Media and Entertainment companies and market trends
Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
Write comprehensive research reports and present findings, including estimates of expected current year business results
Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Media and Entertainment sector
Contribute to building valuation models
Organize calls for investors and investor events
Write notes in response to daily news flow. Keep analyst up-to-date on important news and keep financial models and files updated
Update analyst marketing handout, regularly
Interact with Firm’s institutional sales force and investor clients
Finance or Accounting degree from a top university required
Prior experience as an equity research associate desirable, but not required
Understanding of the capital markets, stock markets, and a passion for investing
Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information
Strong interpersonal relationship skills are critical. Must have excellent communication skills and a personal style conducive to building relationships
Ability to thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high quality work as a self- starter

Equity Research Associate Resume Examples & Samples

The candidate will have a strong record of academic achievement from a top university and some experience in a Financial Services Capacity (1-2 years); prior Equity Research experience not required, but a plus
Key skills required include financial modeling and analytical skills, writing, client communications, attention to detail, and presentation delivery
Experience utilizing Excel for Building/Maintaining Financial models and to analyze large sets of data
Must be a team player and work well with others in a collaborative setting

Equity Research Associate Resume Examples & Samples

Individuals will have significant data analysis responsibilities as part of their day to day activities
Review submitted research for adherence to global quality standards Develop and maintain relationships with internal departments and external market professionals
Minimum of 2 years finance/accounting experience
Knowledge of advanced concepts, practices and procedures of finance/accounting
Solid experience interpreting financial statements and performing quantitative financial analysis
Strong writing skills are essential

Equity Research Associate Resume Examples & Samples

Monitor and interpret major company developments and identify macro themes and trends affecting the metals and mining sectors
Bachelor's degree or equivalent work experience preferably in finance
Minimum of 2 years' experience in the research role preferably financial research and analysis
Strong knowledge of concepts, practices and procedures of metals and mining industries

Equity Research Associate Resume Examples & Samples

Develop and enhance detailed company specific and industry macro financial models
Analysis of financial statements, company specific information and industry specific data
Ability to anticipate and deliver
Develop an expertise in the Integrated Oil and Sr. E&P sector and energy sector in general
Undergraduate degree with a focus on Business, Finance, or Engineering
CA, MBA, CFA or CFA enrollment is preferred
Strong financial and accounting skills
Strong analytical skills with ability to synthesize data points into trends beyond the mainstream

Equity Research Associate Resume Examples & Samples

Analyze individual companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management and strategies
Prepare regular written research reports that summarize the findings of analysis, including estimates of expected business results
Write comprehensive research reports and present findings; draft reports/notes on relevant investment themes, events and breaking news
Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research
Conduct independent market research including store visits and related industry networking
Interact with the Firm's institutional sales force and investor clients
Work closely with a senior analyst and collaborate with other members of the Retail and Consumer team
BA/ BS Degree
Prior Wall street research experience
Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data and to monitor and identify changes in consumer fashion trends
Candidate should enjoy frequent store tours/store visits and have a basic understanding of fashion trends and direction
Understanding of the capital markets and stock markets, and a passion for investing
Excellent client facing skills and ability to effectively communicate with clients regarding access to systems and our products
Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
Strong interpersonal and communications skills, with the ability to present relevant facts needed to drive business decisions
Ability to operate successfully in a fast-paced environment handling multiple assignments at the same time
Strong Word, Excel and PowerPoint skills required

Latin Equity Research Associate Resume Examples & Samples

Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
Must be fluent in Spanish
Industry experience a plus

Equity Research Associate Resume Examples & Samples

Extensive industry and company analysis, including data sourcing and financial modeling
Prepare/produce written reports around company and industry analysis, earnings results, presentations and recommendations to clients
Industry contact development and broad due diligence
Strong interpersonal and oral communication skills
Solid company valuation and accounting experience
Superior financial modeling skills and an attention to detail (solid knowledge of excel)
Desired work experience (3– 5 years) includes equity research, management consulting, accounting, banking and/or consumer retail

Equity Research Associate Resume Examples & Samples

The candidate will have a minimum of 3 years of experience in a Financial Services Capacity –Equity Research highly preferred
Key skills required include advanced financial modeling and analytical skills, writing, client communications, and presentation delivery
Experience in Internet or Technology sector highly preferred
Must be a team player and have a positive attitude

Equity Research Associate Resume Examples & Samples

Ability to work independently under strict deadlines, with an attention to detail and output orientation
Ability to research a topic from the ground up
Strong work ethic, ability to take initiative and balance multiple tasks
Superior business writing skills, presentation skills and interpersonal skills
Excellent spreadsheet, quantitative and financial analysis skills
Demonstrated interest in capital markets
Service orientation and professional attitude – presentable to both internal and external clients
Experience in real estate industry would be an asset
Experience in Equity Research and/or Investment Banking

Equity Research Associate Resume Examples & Samples

Develop an expertise in the Canadian real estate and related sectors
Undergraduate degree with a focus on Business or Finance
Previous experience in the real estate sector a definite asset, but not required

Equity Research Associate Resume Examples & Samples

Minimum of Bachelor's Degree in finance, biology, biochemistry, molecular biology, medicine, or equivalent
Desired education: Masters or higher education in life sciences such as biology, biochemistry, molecular biology, medicine, or equivalent
Minimum of 2 years of professional equity research experience, particularly in the biotech, pharmaceutical, or specialty pharmaceutical industries, or 2 years of commercial life sciences industry experience
Strong knowledge of concepts, practices and procedures of commercial life sciences industries

Equity Research Associate Resume Examples & Samples

BA/BS Degree
Minimum 3 years experience within the financial industry, or related fields
Prior experience with Power, Utilities and/or Commodities
Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends

Equity Research Associate, Taiwan Financials Resume Examples & Samples

Create and maintain company and industry models using finance skills and industry knowledge
Assist with analysis, research and report writing
Monitor domestic and international developments in the banking industry
Develop and maintain relationships with internal colleagues in the banking and financial teams domestically and internationally
Regularly interact with the equity sales force
Assist in the design and preparation of marketing strategy and materials*LI-JG1
A university degree in Business / Economics / Finance discipline
Relevant experience in equity research, investor relations, audit and accounting advisory within the financial services or professional services industry in Taiwan a distinct advantage
Excellent analytical and financial modeling skills
Strong verbal and written communication skills in English and Mandarin necessary
A focus on co-ordination, teamwork and accountability

Equity Research Associate Business Services Resume Examples & Samples

Prior equity research, investment banking, or equity buy-side experience preferred
Bachelor’s or MBA degree from top school
Strong accounting and finance skills – must have experience building financial models
Some understanding of economics, macroeconomic factors, international affairs, and policy/politics
Must enjoy working with industry databases and doing field research
Strong attention to detail, ability to multi-task

Latin Equity Research Associate Basic Materials Resume Examples & Samples

Research and write reports with a company or sector specific focus
Keep abreast of industry-related news flow
Regular interaction with equity sales force
Outstanding analytical/financial/accounting skills
Very strong excel and data management skills
Attention to detail is paramount
5 years sell or buy side research experience, investment banking or industry experience

Equity Research Associate Internet Resume Examples & Samples

Create and maintain earnings, valuation and industry models leveraging skills in accounting, finance and economics
Develop and maintain relationships with investor relations personnel and management of companies under coverage
The candidate will have a minimum of 1 year of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Sector knowledge a plus
Candidates are expected to be adaptable and have the ability to work well under pressure

Equity Research Associate Resume Examples & Samples

Analyze individual Technology companies and market trends, conduct primary research, including but not limited to; financial analysis, due diligence on industry trends, company management, and strategies
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Technology sector
1-2 years experience within the financial or technology industries
Experience with data networking, communication, security and/or software preferred
Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze large sets of data to determine trends and strong conclusions
Comfortable with large data sets and reporting

Equity Research Associate Resume Examples & Samples

Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottoms-up research
Work closely with a senior analyst and collaborate with other members of the broader Retail team
BA / BS Degree
2-4 years of audit & assurance experience at a Big Four public accounting firm ideal, or 1-2 years of Investment Banking and/or Equity Research experience
Proven accounting skills, CPA is preferred
Organized, detail-oriented, and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately
Understanding of the capital markets and a passion for investing
Candidate should enjoy frequent store tours/store visits
Ability to thrive in a fast-paced, deadline-driven environment
Self-starter with a proven commitment to producing high quality work while handling multiple assignments at the same time

Equity Research Associate Resume Examples & Samples

Analyze individual Biotechnology companies and market trends. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
Prepare regular written research reports that summarize the findings of their analyst including estimates of expected current year business results
Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector
Organize physician calls for investors and investor events
Write reports in response to daily news flow. Keep analyst up-to-date on important news and keep financial models and files updated
BA/BS Degree, Scientific field of study preferred
Scientific industry experience ideal, particularly within Biotechnology
Strong teamwork orientation, unquestionable honesty and integrity, intellectual curiosity and dedication to providing the best products to clients
Candidate should have required FINRA licenses, or obtain within 3 months of hire

Equity Research Associate Software & IT Services Resume Examples & Samples

Monitor and interpret major company developments and identify macro themes and trends affecting the software and technology industries
Work with Fundamentals & Economic Statistics teams to ensure data completeness and quality control for existing and new data sets of target companies
Review submitted research for adherence to global quality standards
Participate in department-wide special projects
A strong ability to deliver excellent written analysis of key market trends and events
High level comprehension skills geared toward extrapolating crucial details from large sets of information
Desire to work in a demanding environment with an emphasis on meeting deliverables
Proficiency in fundamental finance knowledge as well as aptitude in data manipulation in Excel
Bachelor's degree or equivalent work experience. Finance, Business, or Journalism preferred
Master's degree in Business, Finance, Accounting, MBA, or related discipline preferred
Proven capability to display strong writing skills pertaining to market research analysis
CFA designation preferred
Minimum of 2 years professional finance, accounting, or market research experience
Demonstrable research and analytical skills

Equity Research Associate Forest Products & Diversified Industries Resume Examples & Samples

Work closely with a Research Analyst on the production of equity research publications
Handle enquiries from institutional investors
Liaise with sales, trading and other areas of the firm within regulatory guidelines
Two to three years of work experience in a financial, accounting, analytical, corporate development or M&A capacity in the forest products or chemicals sector would be an asset (co-op student experience will be considered)
Strong accounting, financial modeling, and analytical skills
Excellent command of Microsoft Office, with a particular emphasis on Excel

Equity Research Associate Resume Examples & Samples

Develop an expertise in the homebuilders building products
Assist in the development of financial models
Business curriculum with strong accounting skills and an undergraduate degree. Preference for CPA accreditation
Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
Commitment to task and strong attention to detail
Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet
Previous exposure to the capital markets or experience within the homebuilders and building products sector a definite asset but not specifically necessary
NYSE Licensing Requirements – Series 7, 63, 86, 87

Regional Equity Research Associate Resume Examples & Samples

Have near native level of fluency in spoken and written Mandarin
Have tertiary qualifications in a finance, actuarial, engineering or quantitative / mathematics discipline
Have ideally at least 3 years' experience working full-time in the insurance industry in Asia, or have completed at least one year of actuarial studies with an accredited institute
Have excellent communication and report writing skills
Be able to build good relationships and enjoy communicating at all levels with internal sales teams, company management and clients
Have fluency in spoken and written English
LI-1

Equity Research Associate Resume Examples & Samples

Develop an expertise in the biotechnology sector
Assist in the development and detailed modeling of company specific financial models
Help coordinate quarterly, year end and other reporting initiatives

Equity Research Associate Resume Examples & Samples

Building and maintaining earnings models,
Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups
Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm
Prepares studies and other data for firm publication issued to the general public
We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modeling, forecasting, and valuation experience. The candidate must also possess tremendous intellectual curiosity and be able to solve problems independently
The candidate should have 1-3 years of relevant experience (investment banking, equity research, or another analytical role) and an interest in research and the stock market. Experience in equity research, investment banking, or consulting is preferred
Proficiency in excel and a strong academic record are required
The candidate will need to have or obtain all required FINRA licenses inclusive of Series 7, 63, 86 and 87. CFA is preferred, but not required. Candidates are expected to demonstrate a high level of attention to detail and be resourceful and flexible, with the ability to work well under pressure in a periodically intense environment. The ideal candidate is driven and self-motivated, with the ability to work both independently and as a key team player

Equity Research Associate Resume Examples & Samples

Coordinate, generate and maintain research reports and presentations
MBA, CFA, or undergraduate degree with a focus on Business, Finance, Mathematics, Accounting, or other quantitative fields
Sourcing data from the internet and various technology publications
Previous exposure to the capital markets or experience within the Machinery, Capital Goods, or Industrial sectors a definite asset but not specifically necessary

Equity Research Associate Diversified Industrials Resume Examples & Samples

A university degree in business with a specialization in finance
An MBA, or CA/CPA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program would be an asset
Experience in analyzing financial statements and valuing companies is required
2 to 3 years of experience in a corporate development, M&A, financial or analytical capacity would be an asset
Experience using Bloomberg or FactSet would be an asset
Work closely with a senior analyst on the production of equity research publications

Equity Research Associate, Energy Resume Examples & Samples

Please include a writing sample along with your cover letter, resume and transcripts (if recent graduate)
Education: preference is given to candidates who possess CA designation, an MBAor business-related discipline
Experience in any of the following industries is preferred: Energy – Oil & Gas
Ability to explain detailed financial and statistical analysis
Demonstrated interest

Equity Research Associate Resume Examples & Samples

Near native level of fluency in spoken Mandarin and display excellent written and verbal English communication skills, with the ability to communicate ideas succinctly
Appropriate finance qualifications
Between 3-10 years' relevant sector experience
High numeracy and competency in financial analysis and modelling
Commercial creativity and the ability to engage with clients and colleagues at all levels
Relevant work rights for, or willingness to relocate to, Hong Kong or Shanghai

Equity Research Associate Resume Examples & Samples

Monitor and interpret major company developments and identify macro themes and trends affecting the financial services/banking sectors
Monitor and interpret major company developments and identify macro themes and trends affecting the industry
2-5 years of equity research experience, preferably specializing in the Banking/Financial Services sector
CFA designation is preferred

Equity Research Associate Resume Examples & Samples

Gathers data about assigned industries and companies
Performs quantitative analysis of macroeconomic variables that impact the industry
Maintains computer databases covering industry and related companies
Assists in preparation of written industry and company specific reports
Assists in development of financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
Company's working structure, policies, mission, and strategies
Advanced concepts, practices, and procedures of Equity Research
Principles of banking and finance and securities industry operations
Identifying relationships, draw logical conclusions, and interpret results
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment
Attend to detail while maintaining a big picture orientation
Establish and maintain effective working relationships at all levels of the organization; including negotiating resources
Project a positive, professional image both internal and with external business contacts
Convey information clearly and effectively through both formal and informal documents

Equity Research Associate Latam Financial Services Resume Examples & Samples

Prepare marketing presentations
Interact with sales, trading and other areas of the firm within regulatory guidelines and under the analyst's supervision
Previous work experience in M&A, corporate development, financial analysis, or equity research in the financial services sector would be an asset
Capital Markets knowledge/experience would be an asset
Experience using FactSet would be an asset
Self-motivated, hardworking and detail-oriented
Fluency in Spanish or Portuguese would be an asset

Equity Research Associate Resume Examples & Samples

Analyze individual Renewable Energy companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Renewable Energy sector
Renewable Energy Experience a must, Solar Energy ideal

Equity Research Associate Resume Examples & Samples

Analyze individual Pharmaceutical, Specialty Pharmaceutical and Biotechnology companies and market trends. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Healthcare sector
Minimum 1 year Equity Research experience, particularly within Healthcare
Pharmaceutical, Specialty Pharmaceutical, Biotechnology or Life Sciences experience preferred
Proficient writing skills, including the ability to succinctly and clearly explain complex information
Prior experience conducing deep primary research, analysis and expertise to draw conclusions from data
Exceptional understanding of the three primary financial statements, how they relate to each other, and how to build models within excel for forecasting
Candidate should have required FINRA licenses including; FINRA Series 7, 63, 86 &87

Equity Research Associate Resume Examples & Samples

The candidate will have 1-4 years of experience in the Real Estate/REITs sector
The candidate will have 1+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required

Equity Research Associate, Large Resume Examples & Samples

Work closely with senior analyst in a variety of different roles
Assist in the construction, accuracy and maintenance of detailed company specific financial models
Create exhibits and presentations for sales and clients, which may include summarizing conclusions from company and industry analysis
Writing company specific and industry notes and reports for distribution to the UBS sales force and its clients
Updating and maintaining analyst marketing presentations
Coordinating and publishing quarterly and year-end market updates
Support and answer client and salespeople queries as they relate to the assigned coverage space
Strong communication skills. Speaking with company management to obtain company and industry information
Energy experience is required
GeoScout experience is strongly preferred
Ability and willingness to work long-hours
CFA Certification preferred, completion of, or enrolment in, the CBV/CFA program and a knowledge of finance/accounting (CPA,CA) are an advantage
A background in Energy is preferred
Bachelor's degree or international equivalent
Minimum two years’ experience, ideally within research at a financial institution
Oil & Gas experience is required
LI-PM2

Equity Research Associate Resume Examples & Samples

Monitor and interpret major company developments and identify macro themes and trends affecting the energy sector
Contribute to the team's research production goals by writing industry and company indicators, themes, earnings and valuation "BITS"
2-5 years of equity research experience, preferably specializing in the energy sector

Equity Research Associate Consumer Retail Resume Examples & Samples

MBA, series 7, 63 and CFA certifications are a plus
Good organizational and time-management skills
LI-Recruiter

Equity Research Associate Resume Examples & Samples

Develop an expertise within a designated sector
Business curriculum, including MBA, CFA or undergraduate degree with a focus on Business, Mathematics or other quantitative fields
Previous exposure to the capital markets or experience within a sector a definite asset but not specifically necessary
Solid understanding or financial/stock market also an asset
Minimum 1 year experience as a sell side Research Associate preferred

Equity Research Associate Resume Examples & Samples

Provide research support to analyst
Assist in the development and maintenance of detailed financial models
Help develop and maintain sector-specific databases
MBA, CFA, or undergraduate degree with focus on Business/Finance/Accounting OR previous exposure to Machinery/Capital Goods/Industrial sectors
Self starter – well organized and able to work independently
Good personal skills and an ability to work and coordinate effectively within a team environment
Good understanding of financial/stock markets also an asset

Equity Research Associate Healthcare Resume Examples & Samples

Superior quantitative, analytical, and writing skills
Capacity to quickly digest and synthesize substantial volumes of information
Experience maintaining databases and models
Highly detail oriented
Entrepreneurial spirit and ability to work within a small team environment

Equity Research Associate Resume Examples & Samples

Relevant tertiary qualifications in finance, accounting, economics or engineering, MBA preferred
1-2 years relevant experience in the financial industry (investment banking, equity research or investment management fund preferred)
Solid understanding of financial analysis (modelling, valuation) and usage of financial resources (TEJ, Bloomberg, etc) and Excel/PowerPoint skills
Some writing experience in the form of published analyst research
Familiarity with China banking sector is preferred, but not a must. Capability to identify industry trends and major events
LI

Equity Research Associate Resume Examples & Samples

Minimum 1 year experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
Prior Power and/or Utilities experience preferred
Obtain series 7, 63, 86 and 87 licenses within 3 months of hire
Keen interest in career progression within Guggenheim Securities

Equity Research Associate Medical Supplies & Devices Resume Examples & Samples

Analyze individual Medical Supplies and Devices companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Prepare regular written research reports that summarize the findings of analysis, including estimates of expected current year business results
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Medical Supplies and Devices sector
Minimum 2 years’ experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
Prior Healthcare experience required, Medical Supplies and Devices experience preferred
Expertise in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends
Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to team members, salespeople, and/or traders
Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information
Strong interpersonal client-facing skills and style conducive to building relationships
Ability to thrive in a fast- paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work
Team oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products

Equity Research Associate Resume Examples & Samples

Support the senior biotech equity analysts, and work closely with the biotech team
Construct and maintain financial models for individual companies
Collect and analyze data related to therapeutic sectors — notably oncology
Attend both scientific and clinical meetings
Write company notes, thought pieces and collaborative pieces – in a timely manner, often with tight deadlines

Junior Equity Research Associate Resume Examples & Samples

Conducting surveys and channel checks, including calling or visiting distributors, retailers and stores to better understand product demand, supply, placement and sell through
Analyzing financial statements and updating industry and company models
Updating presentations including sector marketing decks

Baam Equity Research Associate Resume Examples & Samples

Working with the team to source and perform due diligence on prospective hedge fund investments within the Equity space. This will include meetings with the hedge fund manager and their team, reference checks, strategy research and quantitative track record analysis
Strong financial modeling skills and the ability to deconstruct a hedge fund’s historic returns
A passion for equity markets, and an understanding of different approaches within the asset class
An ability to manage ad hoc projects independently and to completion
2-5 years of relevant work experience

Equity Research Associate Resume Examples & Samples

Analyze individual oil services companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the oil services sector
Bachelor’s Degree (MBA, CFA, and/or an oil and gas industry-specific degree (e.g., petroleum engineering) is preferred)
Minimum 2-3 year experience within Equity Research, Investment Banking, consulting, or the oil and gas industry
Currently hold required licenses or must obtain series 7, 63, 86 and 87 licenses within 3 months of hire

Equity Research Associate Resume Examples & Samples

Assisting the team with financial modeling and analysis on the companies in our coverage universe, which comprises approximately 20 Australian & New Zealand Media, Internet, Technology and Telecommunications companies
Contributing to writing and publishing of extensive internal and client research reports
Database maintenance for clients and undertaking client requests; and
Continually searching for new ideas, new risks, new opportunities and threats in the industries in which our stocks operate. This will involve reading widely, online searching, attending company meetings/conferences, talking to global colleagues, talking to companies and industry participants themselves
Bachelors degree, preferably with Finance, Accounting majors
Strong analytical, accounting and computer skills (Word, Excel, Powerpoint)
Strong oral and written communication skills, likes dealing with people
A keen interest in financial markets and investing
Enthusiasm, motivation and a strong work ethic
The ability to multi-task and prioritize; and
Left-field thinking and creative problem solving abilities

Equity Research Associate Latam Financial Services Resume Examples & Samples

Financial modeling skills are required
Strong accounting, graphing, and analytical skills
Fluency in Spanish and Portuguese is needed

Equity Research Associate Resume Examples & Samples

Have a demonstrable track record of academic and professional performance and achievement
Have a strong work ethic
Be intellectually honest and curious
Be highly fluent working with Microsoft Excel and PowerPoint
Be well versed in finance and accounting
Be able to perform under time constraints while maintaining close attention to detail

Equity Research Associate Resume Examples & Samples

Author reports evaluating companies
Attend industry conferences and summarize key themes
Develop and maintain detailed financial models
Communicate investment ideas to Nomura sales force and buy-side clients
Maintain marketing materials and presentations
2-4 years of industry experience in Oil and gas or industrial coverage
MBA or CFA (pursuing or completed) required
Prior experience in equity research
Outstanding writing abilities
Extensive financial and accounting knowledge
Detail oriented with an ability to multi-task
Team player and ability to think outside of the box
Proficient in Microsoft Excel, Word and PowerPoint

Equity Research Associate Resume Examples & Samples

Conduct fundamental equity analysis of publicly traded securities, including analysis of data, constructing and updating financial models, highlighting pertinent data and information, and communicate insights and recommendations to investment analysts
Attend company and industry meetings, summarizing and communicating findings to investment analysts
Carry out special projects as required. These include but are not limited to researching companies or industries and communicating data retrieved from market indices and other research materials
Present investment ideas or research to investment analysts and Equity Department as a whole
Bachelor’s degree (Spring 2017)
One year of industry related internship experience
Excellent organizational, interpersonal and time management skills
Demonstrated proficiency in Microsoft Office applications, including intermediate to advanced Excel proficiency
Knowledge of FactSet and Bloomberg preferred
Demonstrated ability to perform quantitative analysis and function independently and with high degree of accuracy
Excellent organizational and communication skills. Detail-oriented, accurate, and reliable
Must be proactive, self-motivated individual, with an excellent work ethic, strong-ability to multi-task within a fast-paced environment

Equity Research Associate Resume Examples & Samples

MBA (finance) from reputed university with major in Finance/Accounting/Economics with 2-4 years of experience. CPA, CFA or accounting related degree will be additional advantage
Work with analysts from a global investment bank providing Equity Research support. Opportunities available across multiple sectors (E.g. US Banking, Semiconductor Equipment, US Consumer & Retail, US Industrials & Capital Goods, US Technology Hardware, US Insurance etc)
Candidate needs to support client with financial modeling and advanced financial research writing from an Equities/Credits perspective
Advanced quantitative/numeric and problem solving skills along with good English writing skills
Strong accounting skills, and some experience or knowledge in financial statement analysis. Strong financial modeling (including projections) abilities
Hands-on with market databases such as Bloomberg, Reuters, Factset, etc
Research profiles with Spanish/Portuguese language proficiency
ONLY candidates with prior internship in equity research or at a tier-3 brokerage or an asset mgmt. company will be considered
Must US Citizen or Permanent Resident. Sponsorship is not available for this role

Equity Research Associate Resume Examples & Samples

Ideal candidate will have a minimum of 3 years of experience in Equity Research in the Industrials space or related coverage in investment banking or industrials-related accounting or management consulting
Superior financial modeling skills, including solid knowledge of excel
Academic excellence (a CFA and/or MBA are plusses but not required) and strong professional references
Series 7, 63, 86 & 87 licenses a plus, but not required upon hire

Equity Research Associate Resume Examples & Samples

Ideal candidate will have a minimum of 2 years of experience in Equity Research in Spec Pharma, Pharma, or Biotech or in similar areas in investment banking
Academic excellence (CFA, and/or MBA are plusses but not required) and strong professional references
Series 7, 63, 86 & 87 licenses a plus

Cib-china Tech Equity Research Associate Resume Examples & Samples

Create/perform "ground-breaking" and thought-provoking valuation work across a range of asset classes and for different investor classes; produce cross-asset class work in collaboration with peers
Ability to discuss in detail your knowledge of the current market (including trends) for Equities in the Technology sector
Ability to discuss in detail your Understanding of the implications of news on stocks and for different classes of investors
Ability to tailor high quality comments/communications to particular audiences (external clients, traders, salespeople) and to "hook" them into your work

Equity Research Associate, Technology Resume Examples & Samples

Conduct extensive financial and industry analysis on companies within the assigned sector, including analysis of company financial statements, industry trends, etc. Forecast results and trends at a company and industry level, working with company and macroeconomic data, as needed
Utilize market and research databases to examine sector dynamics and investment opportunities
Prepare written financial reports and detailed financial models for distribution to institutional clients, including reports analyzing company earnings results
Previous experience within the technology sector is a significant positive
Highly motivated and passionate about learning
Attention to Detail is Critical

Equity Research Associate Resume Examples & Samples

Create financial models and valuation analyses
Make company visits and attend trade shows and industry conferences
As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors, venture capitalists and private and public companies

Equity Research Associate Resume Examples & Samples

Conducts research and analysis in partnership with investment professionals to help evaluate investment opportunities
Demonstrates high proficiency in Microsoft Excel
Demonstrates intellectual curiosity and analytical skills in areas of high complexity
Demonstrates sound judgment in resolving matters of high complexity
Demonstrates initiative by identifying issues and recommending solutions on complex and broad matters
Demonstrates ability to influence groups and/or more senior associates
Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization
Demonstrates ability to collaborate and develop/maintain relationships inside and outside the organization to enable effective completion of business objectives
Demonstrates effectiveness in leading/facilitating a variety of meetings
Demonstrates full knowledge of investments and financial analysis. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting area of coverage

Equity Research Associate Resume Examples & Samples

Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis
Prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities
Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity
Participate in other projects as requested by management
Bachelor’s degree required with concentration in Finance or Accounting preferred
Minimum of two-three years related work experience
CFA, CPA, or technical designation preferred
Strong conceptual and critical thinking skills
Strong accounting and financial statement analysis skills
Capable of building computer generated financial models
Delivers clear, effective verbal and written communication and takes responsibility for understanding others
Proficient in Internet searches and Microsoft Office products
Practical and capable of simplifying and summarizing complex information
Commits to satisfying internal and external customers
Series 7, 63, 86, and 87 must be obtained within first 90 days

Diversified Industrials Equity Research Associate Resume Examples & Samples

Extensive industry and company analysis, including data sourcing, financial modeling, and broad due diligence
Prepare/produce written reports on the Team’s long-term recommendations to clients, as well as on proprietary analysis, earnings results, and company presentations
Answer inquiries and communicate with sales and clients regarding the industry or stocks under coverage
Strong written communication skills (writing samples may be required)

Equity Research Associate Resume Examples & Samples

Work in partnership with their senior analyst to conduct extensive company and industry research
Create financial models and valuation analyses and write company reports, industry reports and investment recommendations
The associate will also interact with company management teams and play a role in the research due diligence process, such as attending conferences and polling/speaking with physicians and other industry sources
As associates develop industry expertise, they will have increasing interaction with our sales and institutional clients discussing research ideas and investment recommendations

Equity Research Associate Resume Examples & Samples

The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
Outstanding interpersonal and written communication skills
Outstanding quantitative and organizational skills
A strong competitive spirit balanced by a proven ability to work as part of a team
Bachelor’s degree in Accounting or Finance preferred
MBA or CFA preferred
Strong modeling experience required
Series 7, 63, 86 and 87 preferred
Experience as a research analyst preferred, in the consumer industry a plus
LI-KM1

Equity Research Associate Resume Examples & Samples

Minimum 1 year working experience in Healthcare (Pharmaceutical, Specialty Pharmaceutical, Biotechnology or Life Sciences preferred)
Equity Research experience preferred
Candidate should have required FINRA licenses including: FINRA Series 7, 63, 86 & 87
CFA designation or progress toward certification is a bonus but not required

Equity Research Associate Retail & Consumer Resume Examples & Samples

Build and maintain detailed financial models
Perform & write comprehensive company-specific, macro, and industry research
Interact and develop relationships with the Firm’s institutional sales force and investor clients
Respond to inquiries regarding research findings and directives
Update analyst marketing handout regularly
Bachelor’s degree; preferably with an emphasis on Accounting/Finance/Economics
2-4 years of audit & assurance experience at a public accounting firm
Proven accounting skills a must, CPA preferred
Working or desire to work toward CFA preferred
Fluency in modeling financial statements
Strong analytical and financial skills; ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
Organized, detail-oriented and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately
Analytically minded, curious and self-motivated
Proactive & solutions-oriented; innovative

Equity Research Associate Resume Examples & Samples

Conduct primary research, including but not limited to: financial analysis, due diligence on industry trends, company management, and strategies
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Media and Entertainment sector
Write notes in response to daily news flow, keep the Senior Analyst up-to-date on important news and adjust financial models and files to reflect latest information
Must have or obtain series 7, 63, 86 and 87 licenses within 6 months of hire

Equity Research Associate Healthcare Resume Examples & Samples

Search, collect, consolidate and interpret company and industry data
Develop and maintain financial models
Contribute to research report writing on companies and industry
Perform additional responsibilities as assigned
A minimum of 2 years of relevant financial services or accounting experience, including equity research, investment banking, private equity, asset management, etc
Preference given to candidates holding CA, CPA or CFA designation
Financial modeling and accounting analysis skills, including equity valuation
Evidence of an interest in public companies and markets
Ability to work effectively with minimal direction under tight deadlines and multiple priorities while maintaining a keen attention to detail
Advanced MS Office skills (Excel, Word, PowerPoint); Bloomberg proficiency would be an asset

Equity Research Associate Resume Examples & Samples

Analyze individual biotech companies
Perform deep scientific analysis on pipeline programs and platforms
Write company specific and thematic investment-driven research reports
Interact with thought leading physicians to hone understanding of new drugs and their commercial outlook
The associate will have broad exposure to company managements, investor conferences, and the research process that professional investment analysts utilize to make investments and recommendations

Equity Research Associate Sustainability & Special Situations Resume Examples & Samples

Provide support to the Research Analyst
Generate and maintain research reports, presentations and databases
Undergraduate degree required, preferably in preferably in engineering, mathematics or business
CFA Level 1 required; CFA designation a definite asset
Expert MS Office skills (Excel, MS Word and PowerPoint)
Ability to perform in a fast-paced, dynamic environment while maintaining very strong attention to detail
Willingness to work long hours (evening and weekends) under deadline pressure

Swedish Speaking Private Equity Research Associate Resume Examples & Samples

Identifying relevant information on deal-activity and the buy/sell-side entities involved
Quality control of regional market data
Participating in and developing projects and processes focusing on data-integrity and workflow solutions
Understand the working of the dataset and master work-tools and guidelines

Equity Research Associate Resume Examples & Samples

A university degree is required, with a preference for business, engineering, geology or geophysics
Strong accounting, financial modeling, and analytical skills are required
Excellent command of Microsoft Suite, with a particular emphasis on Excel is required
Work experience in a financial, engineering, analytical capacity in the oil & gas sector is preferred
A P.Eng, MBA, CPA/CA designation or enrolment in/completion of the Chartered Financial Analyst (CFA) program is an asset
Good business judgment and decision-making skills
Energetic, self-motivated, hardworking and detail-oriented
Conduct in-depth industry analysis and research
Generate tables and graphs interpreting company and industry data
Communicate and handle enquiries from institutional investors on the analyst's behalf

Equity Research Associate Resume Examples & Samples

Work in partnership with the Senior Analyst to conduct extensive company and industry research
Write company reports and industry reports
Monitor and evaluate company news and events
Perform other related duties, as assigned
0-1 years of experience
GPA: 3.5 or above
2 semesters of coursework in Accounting required
Working knowledge of Microsoft (Outlook, PowerPoint and Word); Advanced proficiency in Excel
Demonstrated interest in stock market
Strong work ethic; positive attitude; highly motivated
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

Equity Research Associate Engineering Resume Examples & Samples

Provide research support to the Research Analyst
Support and respond to client queries
Education that includes an undergraduate degree in Commerce or Engineering and/or an MSc or MBA
A CFA charter or enrolment in the CFA program (ideally with completion of at least Level Two)
Direct experience with and a solid understanding of financial modeling, valuation analysis, statistical analysis, and portfolio management
Superior Excel, Word, PowerPoint and Bloomberg skills
Ability to work effectively independently and as part of a team

Equity Research Associate Resume Examples & Samples

Creates and maintains a variety of computer spreadsheets and financial models (company, industry/sector, macro/country financial models)
Collects industry and company data through a variety of channels, including sell-side research firms, internal and external databases, trade publications, online sources, regulatory filings and sometimes interviews with industry sources
Reviews and organizes data, synthesizes information, identifies trends and helps investment analysts to analyze and interpret company and industry data and trends
Prepares background research for investment analysts and assists with portfolio analysis
Stays up-to-date on industry trends, company news and regulatory issues
Determines how to best analyze data and identify trends
Prepares internal presentations and summaries of investment meetings
Attends regular investment meetings, company sponsored events, retreats, presentations, and conferences and summarizes key points for investment professionals
Writes company summaries and content for investment reports and works with analysts on internal presentations.May draft investment notes or publish own writing
Works on special research projects as needed to help support Capital’s investment professionals
Attends company sponsored events, retreats, presentations, conferences and meetings as needed
Attends and potentially lead broker and company meetings as needed
Performs additional responsibilities as assigned

Equity Research Associate Resume Examples & Samples

Assist in the writing of research reports
Support and answer institutional client queries
Undergraduate degree required, preferably in Engineering or a similar technical discipline
Preference for either CFA, MBA and/or Accounting CA/CPA
If CFA designation has not been attained, must be willing to pursue
Experience in Capital Markets is a definite asset
Good understanding of financial statements and their interaction together
Direct experience with, and a solid understanding of, financial modeling and valuation analysis
Ability to perform in a fast-paced, time-sensitive and dynamic environment while maintaining very strong attention to detail
Willingness to work long hours, including weekends as necessary
Ability to work under deadline pressure and to show initiative

Equity Research Associate Oilfield Services Resume Examples & Samples

Assist in writing research publications, notes and morning comments
Create and maintain financial models and industry databases
Follow market news and evaluate market data to assess short and long-term trends
Prepare marketing presentations for analyst meetings with internal and external clients
Communicate and handle inquiries from institutional investors on the analyst's behalf
Need-to-know attitude is desired along with strong ability to problem solve independently
Self-motivated with high attention to detail
A university degree in business is required
Experience using geoScout and Drilling Info would be an asset
An, MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset
Work experience in a financial, analytical, corporate development or M&A capacity in the oil & gas sector is an asset

Equity Research Associate Resume Examples & Samples

Have at least a bachelor's degree in a quantitative discipline like economics, accounting, engineering or programming
Be self-motivated, have an intrinsic interest in equity markets and a desire to create quality research
Excellent written and verbal communication skills, with the ability to communicate ideas succinctly
(Preferred) previous experience in the collection/analysis of data such as equity research, consulting, data science or journalism

Equity Research Associate Resume Examples & Samples

Analyze individual Biotechnology companies and market trends to build fully integrated financial and valuation models. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
Minimum 1 year modeling experience
Interest in equity research, specifically healthcare and/or biotech

Equity Research Associate, Internet Resume Examples & Samples

Provide primary analytical support for the Senior Analyst covering the space
Conduct proprietary research, customer/partner interviews and industry surveys
Perform financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage
Gather and analyze data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services
Interact with company management, internal sales force, and institutional investors

Equity Research Associate Resume Examples & Samples

Collect, consolidate and interpret company and industry data
Follow overall market news and evaluate market data to assess short and long-term trends
Generate tables and graphs
Prepare marketing presentations for analyst meetings with institutional and corporate clients
Develop and maintain connections with investor relations and management of companies under coverage group
Liaise with sales, trading and other areas of the firm within regulatory guidelines and under the analyst’s supervision
Work experience the Real Estate sector in a financial, analytical, corporate development or M&A capacity is preferred
Experience in analyzing financial statements and valuing companies
Excellent command of Microsoft Suite, with a particular emphasis on Excel
Self-motivated, hardworking, enthusiastic and detail-oriented

Equity Research Associate Resume Examples & Samples

Analyze individual Oil Services & Equipment companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
Prepare regular written research reports that summarize the findings of analysis, including financial forecasts
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Oil Services & Equipment sector
Minimum 2 years experience within equity research, corporate or investment banking
Must have series 7, 63, 86 and 87 licenses or obtain 7/63 licenses within 3 months of hire and 86/87 within 6 months

Equity Research Associate Resume Examples & Samples

M.D. or Ph.D. in biology or chemistry strongly preferred
Minimum of 1-2 years related work experience
Strong writing skills required

Capital Markets Equity Research Associate Resume Examples & Samples

Must have Bachelor’s degree in Business, Finance, Biotechnology or Biostatistics
Must have 2 years of experience in equity research, consulting or investment banking positions, with a focus in the pharmaceutical/biotechnology industry
Must have demonstrated experience with
Utilizing financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
Utilizing the various IMS Health pharmaceutical prescription databases, in an adept manner
Using pricing databases such as PriceRx, Wolters Kluwer pharmaceutical databases
Understanding payer reimbursement and market access landscape
Performing end-market analysis and modeling of various diseases and clinical and pre-clinical data, for marketed and pipeline products
Creating financial models to conduct forecasting for individual drugs performance, portfolio performance and company performance
Utilizing operational understanding of how different functions within a pharmaceutical company work and how they impact corporate performance
Preparing company and industry research reports
Utilizing scientific knowledge in Biotechnology, Biochemistry, Molecular Pharmacology and/or Drug Development
Performing financial modeling, including understanding of the three primary financial statements (Balance Sheets, P&L, and Cash Flow), how they relate to each other; and
Proficiency with Microsoft Office Suite including: Word, Excel, PowerPoint, and Outlook

100

Equity Research Associate Resume Examples & Samples

Assisting the Senior Equity Analysts and Portfolio Managers in the evaluation of current and potential investments that fit the qualitative investment criteria of the fund
Performing evaluation of public information (annual reports, quarterly conference calls, newspapers, sell-side brokerage reports, etc.)
Conducting interviews with management, suppliers, competitors and customers
Analyzing variables such as regulatory actions and changing industry dynamics
Providing information on prospective and existing investments to Equity Analysts and Portfolio Managers
Ensuring investment criteria are adhered to
Reviewing investment analyses frequently and providing new information to Equity Analysts and Portfolio Managers
Building and updating financial and valuation models and other statistical analyses
Performing valuation analysis and conducting initial research and write-ups on companies
Arranging due diligence calls
Monitoring schedules for earnings releases and news flows, company/industry conference calls and web casts
Attending industry conferences
Support the internal Investment Committee meetings, as needed
3-4 years of relevant experience including investment banking, private equity, management consulting, public accounting or investment management
Bachelor’s degree with a strong academic record required
MBA preferred
Exceptional analytical, organizational, written and verbal communication skills
Excellent competency in Microsoft Excel, Word and Powerpoint
Strong financial acumen and financial modeling skills
Excellent conceptual and critical thinking skills
Ability to analyze complex issues and make sound decisions
Ability to work independently and report findings confidently to the rest of the investment team
Detail-oriented self-starter with a demonstrated interest in value equity investing
Familiarity with sector or industry business models, including current trends, a plus
Analysts will be expected to contribute productively from the start of the position so a strong knowledge of equity investment strategies and valuation methodologies is a plus
Unquestionable integrity and character and a passion for learning

101

Equity Research Associate Resume Examples & Samples

Communicate investment ideas to Instinet sales force and buy-side clients
2-4 years of Equity Research experience in Semiconductors or technology
CFA (pursuing or completed) is highly desired
Outstanding financial modeling skills
Strong writing abilities
Extremely detail oriented with an ability to multi-task

102

Equity Research Associate Fall Resume Examples & Samples

We are seeking candidates who have the following characteristics
Highly motivated independent thinkers
Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets
Working toward a Bachelor’s degree and will graduate in the spring of 2018
Please note, it’s possible that you will not receive a decision on your candidacy until after the application deadline has passed

103

Equity Research Associate Intern Summer Resume Examples & Samples

Current/rising junior at a four year college or university
Demonstrated success during his/her academic career with a preferred GPA of 3.5 or higher
Strong analytical, quantitative, and communication skills
High levels of integrity
Prior internship experience
Ability to work well under pressure and time constraints

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Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

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Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

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Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

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Equity Research Associate Resume Examples & Samples

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Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

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Equity Research Associate Resume Examples & Samples

Equity Research Associate Resume Examples & Samples

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