Equity Research Resume Samples

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J Lakin

Jeanette

Lakin

273 Feil Walk

Phoenix

+1 (555) 429 6653

273 Feil Walk

Phoenix

Phone

p +1 (555) 429 6653

Experience Experience

New York, NY

Equity Research Administrative Assistant

New York, NY

Berge, Mueller and Cartwright

New York, NY

Equity Research Administrative Assistant

Coordinate all related conference rooms including, catering, audio/videoconference set up/webcasts
Detail oriented - recognize errors in numbers, spelling, and punctuation
Compiles and binds marketing pitch books – understands deadlines and the importance of timely completion
Formats research publications and posts to our internal website. Proofreads and corrects material for correct grammar, spelling, and punctuation
Maintain Analyst’s calendar, schedule meetings and conference calls (client, corporate & internal) handle meeting conflicts and prioritize issues
Provide backup support for colleagues during vacation/sick days, and assist their Analyst/s
Professional and courteous, with a concern for maintaining a high level of customer satisfaction

Detroit, MI

Equity Research

Detroit, MI

Torp-Bauch

Detroit, MI

Equity Research

Develop deep relationships and expand one's network of clients in the investment management community
Develop and maintain relationships with investor relations personnel and management of companies under coverage
Develop and maintain relationship with investor relations & management of companies covered
Develop and maintain relationships with senior management of companies under coverage
Developing and maintaining relationships with investor relations personnel and management of companies under coverage
Performing data analysis for Research management
Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage

present

Los Angeles, CA

Equity Research Senior Associate

Los Angeles, CA

Murray and Sons

present

Los Angeles, CA

Equity Research Senior Associate

present

Flexibility for assisting with / covering different sub-sectors
Generate research reports to assist clients in making investment decisions
Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Power and Utilities sector
Build and run financial models and provide market analyses
Work with leading analysts to generate and explore investment thesis or stock ideas
Assist with (or lead) client presentations and briefings
Assist in building our client base and revenue over time

Education Education

Bachelor’s Degree in Commerciality

Adelphi University

Bachelor’s Degree in Commerciality

Skills Skills

Proactive & hard working with strong professional accountability
Knowledge of Research and / or Equities is highly desirable
Strong attention to detail as well as solid organization/time management skills
Impeccable attention to detail combined with ability to ‘see the bigger picture’
Meticulous attention to detail and strong organizational skills
Disciplined and rigorous around process and demonstrates ability to initiate and complete reviews and maintain detailed checklists of activities
Quick learner with an ability to work well under pressure
Attention to detail, accuracy and strong analytical skills
Good time management and able to work both collaboratively and independently
Good knowledge of Excel

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15 Equity Research resume templates

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Ib-equity Research Resume Examples & Samples

Writing research reports on industry business trends and coverage companies
The candidate will have 2 years of experience in a Financial Services Capacity â€“ Investment Banking/M&A/Equity Research preferred
The ideal candidate must possess strong analytical skills, be proficient in business writing, have financial modeling experience, and be detail-oriented
It is preferred that the candidate must have 2 years of experience in Financials - Life Insurance
Must have the ability to analyze and predict industry trends and determine their impact on stock prices
Preferred experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Preferred experience in Company valuation preferably in a Research Capacity buy/sell-side
Preferred experience in writing in a professional capacity i.e.: Crafting Equity Research notes/correspondence; professional editor; journalism; blogging

Equity Research, Business Services Resume Examples & Samples

Speak to clients and broke product ideas
Experience building and maintaining financial models is essential
Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification preferable

Equity Research Resume Examples & Samples

Creation and maintenance of earnings models leveraging skills in accounting, finance and economics
Keeping abreast of industry-related news flow
Developing and maintaining relationships with investor relations personnel and management of companies under coverage
Responding to requests for data, information and calls from internal and external clients

Equity Research, Chemicals Associate Resume Examples & Samples

Create and maintain detailed information databases and valuation comparables
Prepare pre-results and post results updates on companies
Equity Research experience or an IBD background in the sector is preferable
Experience building and maintaining financial models
Self Starter
CFA, MBA or ACA Qualification preferable
Proven team player

Equity Research Resume Examples & Samples

IBD, Research or Financial Services background required
Strong financial skills, including at least two years of analytical experience in the chemicals or investment industry
Key skills required include financial modeling, industry and product analysis, and report writing
Candidate must possess exceptional quantitative abilities, strategic perspective, and written/verbal communication skills
3 to 5 years sell or buy side research experience, investment banking or accounting

Equity Research Resume Examples & Samples

Strong financial skills, including at least two years of analytical experience in the investment industry
3 to 5 years sell or buy side research experience
Investment banking or accounting

Equity Research Resume Examples & Samples

Maintain lead coverage of stocks
Write thematic sector and company research reports
Generate value-added investment ideas for our clients
Develop key relationships with buy-side counterparts leading to a strong external franchise as measured by top 3 ranking in the majority of broker votes
Collaborate with global counterparts
Develop relationships with key internal constituents
Interface with investment bankers and lead investor education on IPOs in the sector
Experience as an Equity Research Analyst is essential
Demonstrated strong product execution skills
In-depth knowledge and insight in the Biotech sector is essential

Analyst, Global Equity Research Resume Examples & Samples

Pro-actively provide portfolio managers with timely stock ideas, utilizing various fundamental, technical and quantitative techniques
Responsible for preparing reports on companies in the global utilities sector for presentation at the firm’s quarterly investment strategy meetings
Detailed company analysis, which includes the building of proprietary earnings forecasts and expected return models, as well as written research reports
Various administrative functions to support the portfolio managers, including maintenance of excel-based models
Daily maintenance of spreadsheets that analyze portfolio positions and performance relative to global benchmark indices
Maintain a model portfolio of companies in the sectors under coverage

Equity Research Resume Examples & Samples

This is a very visible role in the Research Department and you will be expected to independently execute against the franchise goals of our Senior Analysts
You will own end-to-end research product development with some guidance, and you therefore need strong financial, writing, presentation development and analytical skills
The ability to problem-solve and thrive with ambiguity are prerequisites; both at a strategic and deep-dive analytical level
The right candidate will have a strong passion for and knowledge of the consumer technology/internet sector
Experience as a Research Associate covering Internet is a significant positive, but strong candidates with other equity research sector experience will be considered
Strong candidates with relevant internet/technology sector experience from management consulting, corporate development and other related fields will be considered
For the right candidate this role has significant growth potential

Associate, Active Equity Research Resume Examples & Samples

Works under direction of portfolio managers or analysts to assist with portfolios and to conduct primary fundamental analysis of industries and companies worldwide
Maintain financial models, assist in due diligence, and perform portfolio analysis
Ability to interact effectively with members (analyst, PMs, management) of broad equity group
Support equity management in various project requests
Work in a team oriented manner with other research assistants in team based projects and exercises
Represent TIAA-CREF and his/her principals in a professional manner both internally and externally
Prefer minimum 1 year experience in equity research, investment banking, accounting, or consulting
Solid understanding of financial concepts and strong financial modeling skills

CIB Executive Assistant Equity Research Team Resume Examples & Samples

Excellent technical skills required: Microsoft Office – Proficient in Excel, Word and PowerPoint
Ability to contribute to Research projects: monitor news flow, company announcements/presentations, industry sites; create ad hoc spreadsheets; review/edit research
Professional demeanor: ability to liaise with internal departmental contacts and external clients (companies and investors) to coordinate marketing/corporate access events
Advanced ability to work independently
Ability to understand and correctly implement Equities policies & procedures including travel and entertainment pre-approvals and submissions
Organize and demonstrate initiative – must be able to handle and prioritize multiple tasks simultaneously in a fast paced, high pressure environment
Solution oriented, resourceful and proactive with a strong sense of responsibility and “ownership”; Quick learner and creative problem solver
Ability to handle complicated travel international itineraries (unique trips, cars, etc.) and timely expense report submissions in multiple currencies
The ability to accept, and act upon feedback
Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. Also exposure to diverse external clients (understanding of the firm’s account focus list)
Responsibility for the safeguarding of confidential information, whether it is information entrusted by our customers, information regarding JPMorgan Chase’s businesses and activities, or information about other employees
Excellent telephone etiquette, including appropriately handling calls from CEOs and CFOs of major companies
Excellent interpersonal and communication skills (both verbal & written)
Team oriented, flexible and adaptable; Positive attitude and strong work ethic
Intelligent, polished and confident
Travel, calendar and expense management experience
Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint
Ability to adapt procedures, processes and techniques to the completion of assignments
Strong time management, sound judgment, good prioritizing, team player - Advanced ability to organize and manage own time
Superior oral and written communication skills - able to generate high quality emails and messages to individuals at all levels of the organization; proactive and polished manner
Able to work with minimal supervision – works well individually and in teams; shares information, and supports colleagues
Ability to network in the organization and find the answer
Demonstrates sound judgment and discretion in handling confidentiality and sensitive topics
College degree is required
Minimum of 5 years of administrative assistant experience supporting a senior level manager
Previous experience with a top-tier investment bank, securities or law firm preferred

Equity Research Advisory Services Associate Resume Examples & Samples

Develop a comprehensive understanding of Research pricing, the regulations, framework and implementation plan
Detailed understanding of the Research pricing model
Supporting the Head of the Client Management Team
Updating/Maintenance of the pricing model
Run proposed prices and pricing scenarios
Maintain client tracking data, monitoring the progression of each client
Analyse client by client data for invoicing
Responding to client enquiries and data requests
Data integrity
Knowledge of Research and / or Equities would be a benefit
Fluent in English; ability to communicate effectively in multiple languages is helpful
Strong knowledge of Excel
Excellent analytical skills
Ability to build and sustain relationships with individuals at all levels of the Research department and Equities

Class of Summer Intern Guggenheim Securities Equity Research Junior Analyst Resume Examples & Samples

Support senior research analysts and other team members
Perform company specific, macro, and industry research
Respond to requests for data and information
Regular interaction with research sales & trading
Strong analytical, financial, and communication skills
Highly organized / attention to detail
Proficient with MS Office Suite
Should be a current junior undergraduate student
Must successfully pass a background check

Equity Research Resume Examples & Samples

Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
Able to work well remotely with banker when they are traveling
Heavy client interaction with high-level executives; act as liaison with clients and their assistants
Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
Coordinate all related conference rooms including any catering, audio/videoconference set up
Coordinate closing dinners, client outings
Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
Prepare all itineraries
Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind if necessary
Maintain filing system, correspondence, documents and personal files for bankers
Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
Retrieve research or other necessary materials from intra/internet
Send and retrieve digital and inbound faxes
Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
Train temporary workers on phones and all office routines
Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
Handle personal work as directed
Excellent communication, writing, judgment, and problem-solving skills
Able to work in a fast-paced environment and handle multiple tasks concurrently
Must be flexible to covering different bankers as group grows or changes
College Degree Preferred or Relative Corporate Experience preferred (5+ Years of Experience)
Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
Other applications helpful include Excel, PowerPoint, internet and research tools
Solid typing skills (60+ wpm)
Keep up to date with office procedures and technical training as well as all policy guidelines and compliance requirements

CIB F&BM Equity Research Business Manager Resume Examples & Samples

Support research management in day to day activities across the region
Design/maintain monthly MIS reports of expenses, headcount and scorecards
Manage global research/business and tech initiatives roll out
Liaison with compliance on licensing and regulatory requirements
Expenses management includes market data subscriptions oversight, expenses approval process and monitoring of expenses
Coordinating the training agenda (GMU, Research university)
Managing the Summer Intern Program
Strong analytical, quantitative and communication skills
Ability to interact with varying levels throughout the organization
MS Office , with strong excel skills preferred
Data mining/ MIS reporting skills
Initiative, able to work independently

Equity Research Resume Examples & Samples

Creation and maintenance of industry and supply-demand models leveraging skills in statistics, finance and economics
Regular interaction with equity and commodity sales force
Computer Science, Engineering or Math background required
Strong financial skills, including at least 3-5 years of analytical experience
Must have SAS programming experience
Must have experience with MS-DOS, SQL, Excel and VBA
Research or Finance/Economics experience a plus
3 to 5 years sell or buy side research experience or investment banking

Equity Research Business Services Writing Analyst Associate Resume Examples & Samples

To produce regular reports summarising findings and predictions
To communicate views on securities through sales force and through direct client contact
Interact with buy-side analysts and portfolio managers in order to provide investment advice
Contribute to views on other sectors as well as contribute to overall sector views/pieces
Develop and maintain relationship with financial staff of companies covered
Must have at least 3 years’ experience working in Equity Research within an Investment Bank
Bachelor degree or the equivalent required
First class oral communication skills to market ideas
Strong written communication skills with the ability to compile and write reports and investment recommendations

Equity Research Senior Associate Resume Examples & Samples

Work with leading analysts to generate and explore investment thesis or stock ideas
Flexibility for assisting with / covering different sub-sectors
Solid understanding of financial analyses (modelling, valuation) and usage of financial resources (TEJ, Bloomberg, etc)
Ability to take ownership of projects from early stages to completion

Interest Rates & Equity Research & Product Development Resume Examples & Samples

Perform due diligence on ideas for prospective new product offerings or for extensions of extant product offerings. Develop worthwhile ideas into functional product designs
Operationalize and launch new products. Actively engage external parties, eg, market participants, regulatory authorities, and/or third-party data providers. Lead internal coordination of launch efforts through close collaboration with Financial & OTC Product Business Line Management, Legal & Market Regulation, Client Development & Services groups Operations, Clearing, Corporate Communications, and Marketing
Play a leading role in maintenance of existing products by, eg, evaluating impacts of market trends, engagement with market participants, and executing mandatory maintenance tasks. Propose necessary product modifications and rule amendments, as required, and gain internal approvals
Ensure existing products meet regulatory requirements. Keep abreast of changes in the global regulatory environment. Be alert to potential impacts upon the exchange¿s product offerings and markets
Play a leading role in product marketing efforts by supplying data, analysis, and educational materials. Prepare and deliver product and educational presentations
Build and maintain a network of market participants, regulators, and data providers through trade calls, surveys, industry events, trade shows, and conferences. Report intelligence gathered to internal stakeholders through the exchange¿s customer relationship management tool
BA or BS minimum. MA, MS, MBA, or PhD preferred. Numeracy and mastery of applied statistical estimation and inference methods at the level of graduate study in the physical sciences, engineering, computer science, finance, or economics. At least 5 years¿ work experience in financial, exchange, or related industries
Microsoft Office. VBA. Fluency in CME Infosource and/or Bloomberg analytics/data retrieval is a plus

Equity Research Executive Assistant Resume Examples & Samples

Managing extensive telephone activity
Maintain daily calendar – scheduling all meetings & conference calls, internal + external
Coordinate all travel arrangements & itineraries
Organize meetings, events and conference calls both globally & locally
Prepare, proof and process travel expenditures for managers
Prepare and update PowerPoint presentations for meetings
Organize agendas and all materials for meetings
Collect & compile research data
Maintain Research databases with current & accurate research/industry data
Gather market intelligence within a defined set of companies or industry sector
Update spreadsheets/models with current market data
Strong interest in markets, specifically commodities
Strong verbal and written communication skills & ability to interact comfortably with individuals at all levels
Good team player - comfortable working across multiple teams
Ability to think out of the box and contribute new ideas
Must be flexible and able to work well under pressure
Should possess strong attention to detail and be able to work under tight deadlines

Assistant to Equity Research Department Resume Examples & Samples

Relevant working experience from 2 years
Fluent Russian and English
Strong PC skills(proficient knowledge of MS Word, Excel, and Powerpoint; knowledge of Lotus Notes preferred)
Knowledge of general office procedures (e.g., filing, correspondence, arranging meetings)
Excellent telephone manner
Advanced ability to organise and manage own time
Tact and good judgement in confidential situations and the ability to interact with senior management

Equity Research Resume Examples & Samples

Industry or Equity Research experience within Leisure is essential
Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is essential
Excellent academics

Associate, Institutional Equity Research Resume Examples & Samples

Education: preference is given to candidates who possess an MBA, and an undergraduate degree in Finance or business-related discipline. Candidates who possess a CA designation would be an asset
Experience in any of the following industries is highly preferred: Banks, Insurance
Strong multi-tasking and time management skills
Ability to work independently in a deadline oriented environment
Demonstrated interest in the capital markets industry through school courses, clubs and/or related work experience

Equity Research Hardlines Retail Associate Resume Examples & Samples

Assist internal sales and trading teams in the timely analysis of breaking news in the sector
Must have 1+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Must have 1+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Must have exceptional written and oral communication skills
Must be able to clearly and concisely communicate with clients as well as the ability to effectively deliver presentations
CFA and/or CPA a plus

Equity Research Resume Examples & Samples

Write research reports for initiations of coverage, analysis of data, earnings results, and industry news
Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage
Must have 2+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Must have 2+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Must have strong attention to detail
The ideal candidate will be diligent, proactive and responsive
Must be willing to travel

Associate Analyst Equity Research Resume Examples & Samples

The role supports senior analysts in the Healthcare sector and can include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
The person in this role may conduct independent research; attend company meetings, trade shows and conferences as needed
The incumbent will work under the direction and management of senior analysts within the group
Over time, the person in this role may be asked to cover specific sectors and make investment recommendations under the supervision of senior analysts
This is an entry position into the investment research field with the expectation of a career track in equity research for successful candidates
BA/BS degree required preferably majoring in Life Science, Medicine, Finance, Accounting, Economics, Mathematics, Statistics or other investment-related discipline
2+ years of investment banking and/or equity research experience
Proven ability to perform foundational research tasks on specific securities, companies and/or industries
Strong financial modeling competency
Ability to communicate results effectively
Preference will be given to candidates with Healthcare sector research experience

Equity Research Diversified Financials Associate Resume Examples & Samples

Attend company and industry presentations and conferences
Manage all the client requests and take ownership of the all the analysis the team leader requires
Industry or Equity Research experience within Diversified Financials is essential
Experience building and maintaining financial models is required

Equity Research Business Services Team Associate Resume Examples & Samples

Build and update financial models on companies within the sector
Create and maintain detailed information databases and valuation comparables and be responsible for all the model updates across the space
Help write thematic sector and company research reports
Generate value added investment ideas for our clients
Industry or Equity Research experience within Business Services is desirable

Institutional Equity Research Sales Assistant Resume Examples & Samples

Excellent writing, interpersonal and oral communication skills
Ability to handle clients and to make decisions on moderately complex issues
Definitive interest in capital markets
Flexibility with assignments and work hours
Proficiency with MS Work, Excel and PowerPoint
Great organizational and strong logistics skills are required
Candidate must be a quick learner in required daily sales desk activities, expense reporting and general administrative work
Will need to pass securities regulatory licensing exams (Series 7 & 63)

Equity Research Resume Examples & Samples

Must have 4+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Strong financial skills, including at least two years of analytical experience in the Biotech or investment industry
Must have 4+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required

Equity Research Sri Team Associate Resume Examples & Samples

Help produce impactful SRI research
Help write SRI thematic reports
Help integrate ESG analysis into Morgan Stanley’s mainstream research
Experience as an equity research associate on the buy-side or sell-side is preferable
Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is preferable

Equity Research Resume Examples & Samples

Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
Interact with institutional investors, responding to requests for models, reports and data analysis
The candidate will have 2 years of exoperience in a Financial Services Capacity—including internships — Investment Banking/M&A/Equity Research preferred

Associate Analyst Equity Research Resume Examples & Samples

The role supports senior analysts in the energy sector and can include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
BA/BS degree required preferably majoring in Finance, Economics, Business or other investment-related discipline
Preference will be given to candidates with energy sector equity research experience

Equity Research Latin American Coverage Resume Examples & Samples

Research and write reports with a company, sector or country specific focus
Understand the nuances of the industry and the Mexican equity market
Bachelor’s Degree in Finance, or equivalent
Prior equity research experience is essential
Experience with the Mexican equity market is essential
Fluency in English and Spanish
Proven writing skills

Global Research Equity Research Utilities Associate Resume Examples & Samples

Lead the coverage of several stocks in various Utilities sub-sectors
Utilities sector experience preferred; interest in Utilities and the stock market is essential
Ability to work under pressure and to tight deadlines
Excellent academic results (Bachelors degree minimum of a 2:1 or equivalent)

Fall Co Op, Equity Research Vancouver Resume Examples & Samples

Provide research support to the analyst/associate analyst as required
Student pursuing an undergraduate degree with a focus in Finance/Economics at a university with a formal co-op program
Strong financial and analytical skills with the ability to synthesize data points into trends
Outstanding PC skills, specifically Excel, with ability to quickly learn new platforms (Bloomberg, Thomson One)
Self starter with a strong work ethic, commitment to task and an attention to detail
Ability to commit to over and above regular work hours and meet time sensitive deadlines as required
Demonstrated passion for stock/financial markets

CO OP Associate Equity Research Resume Examples & Samples

Create and maintain spreadsheets
Provide write-ups on companies and industries
Assist at industry conferences
Strong accounting, analytical and math skills
Exceptional writing skills
A passion for learning and a desire to pursue a career in the capital markets
Ability to learn quickly and show initiative with little to no supervision is essential
Enrollment in or completion of the Canadian Securities Course would be beneficial
Interest in pursuing (or enrollment in) the Chartered Financial Analyst (CFA) program is an asset

Equity Research Resume Examples & Samples

Must be fluent in Spanish and/or Portuguese
3-5 years of sell or buy side research experience, investment banking or industry experience
Ability to multitask and reprioritize is a must
Bachelor’s Degree, MBA a plus
Outstanding analytical/financial skills
Must have excellent attention to detail
Industry knowledge is a plus
Strong focus on teamwork

Equity Research Admin Assistant EQT Resume Examples & Samples

Strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel (charts, macros) and Word
Pleasant demeanor and effective communication skills (Verbal and Written)
Excellent organizational skills/attention to detail
Logical thinker who demonstrates strong judgment
Strong interpersonal and analytical skills
Reliability
Capable of multitasking
Ability to work independently- self-starter
Must be flexible with hours when necessary

Equity Research Resume Examples & Samples

Write differentiated product on stocks under coverage
Develop relationships with internal and external clients and become ranked
Attend company and industry presentations and conferences and build relationships with all levels
Contribute to firmwide and Research initiatives on behalf of the team
Experience as a stock covering Equity Research Analyst is essential
In-depth knowledge and insight in the Steel or Metals and Mining sector is essential
Proven track record of client votes

Equity Research Master Limited Partnerships VP Resume Examples & Samples

Writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
The ideal candidate will have 5+ years of experience in a Financial Services Capacity—including internships — Investment Banking/M&A/Equity Research preferred
5+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required

Equity Research IT Hardware Senior Associate Resume Examples & Samples

3+ year demonstrated writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; presentation or development of industry reports
The candidate will have 3+ years of experience in IT Hardware and more specifically knowledge of and interest in the industry
CFA is a plus

Gir-equity Research Resume Examples & Samples

Provides administrative support to three Consumer/Retail senior analysts and their junior team members
Coordinates a high volume of domestic and international travel arrangements and processes expense reports
Handles a high volume of phones calls and interacts with high level business leaders, company management teams and cross division counterparts
On-boards new hires, processes new employees and transfers
Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
Works on broader team initiatives such as conferences and marketing schedules
Self-starter with excellent anticipation skills; problem solving; follow up
Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
High attention to detail and strong organizational skills
Demonstrates high degree of judgment, integrity and confidentiality

Equity Research Singapore Resume Examples & Samples

Excellent communication and strong interpersonal skills
Able to display good judgment / common sense and make sound decisions
High proficiency in the use of technology (MS internal systems, Microsoft Office, internet, intranet, voicemail etc) Ability to learn new systems and processes quickly
Detailed oriented, producing a thorough and accurate work product
Ability to obtain information, solve problems and utilize technology in a resourceful way
Systematic and very well organized
Reliable and dependable team player
Ability to manage heavy workload and prioritize effectively
Ability to work under pressure and maintain professional composure
Must maintain high standards of professional integrity at all times

Equity Research Resume Examples & Samples

Develop deep relationships and expand one's network of clients in the investment management community
Formulate buy/sell/hold recommendations on bellwether names in the sectors
Successfully represent Credit Suisse at industry conferences, panels, and with management of companies under your coverage
Analyze industry macro trends and company financials ensuring correct and up-to-date information for research reports
Write research notes and broader reports to convey CS’s investment theses

Gir-equity Research Management Resume Examples & Samples

Front line support for members of the equity research management team
Facilitate the planning of leadership and department wide meetings
Coordinate international and domestic travel arrangements
Work with Sales counterparts to plan marketing trips
Manage heavy volume of inbound calls, requests and scheduling
Provide back up support for other members of the management team
3+ years experience as an administrative assistant supporting a Managing Director, Partner, Sector Head or C-level executive at a financial services firm
Excellent professional interpersonal and communication skills
Maintains a high degree of discretion and judgment
Strong attention to detail and strong organization skills
Demonstrates dependability and a sense of urgency to drive results
Self-starter with excellent problem solving skills
Ability to perform a wide variety of tasks with the flexibility to change focus quickly as demands change (multi-task)

Equity Research, Russian Energy Analyst Resume Examples & Samples

Create and maintain detailed information databases and valuation comparables and be responsible for all the model
Equity Research experience is essential
Fluency in English and Russian (both written and spoken) required
Academic or professional experience in the energy sector preferred
Strong verbal and written skills
Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA)

Equity Research Resume Examples & Samples

Will be responsible for the segment news flow and company models for specific companies within the sector
Primary responsibility for specific institutional client
Associate level candidate with relevant IBD (FIG investment banking), research or corporate banking background is required
Spanish language proficiency is a must
Ability to build strong client relationships
Strong verbal communication skills to market ideas
Build/maintain complex financial models
Work experience at a Spanish bank is preferred

Administrative Assistant, Equity Research Resume Examples & Samples

Calendar management utilising Microsoft Outlook
Scheduling and coordinating client and internal meetings in Hong Kong or in different countries and time zones
Manage incoming phone calls and messages
Manage travel and related logistics arrangements, adhering to the travel and expense policy
Document management (filing, printing, simple formatting)
Assisting in team and corporate marketing events
Other administrative duties as required
Previous experience in a financial/professional environment or similar role
Proficiency in using Microsoft Outlook, Office and applications in Win 7 or above
Good command of English and be able to manage conversations with English native speakers; good phone manner
Ability to remain calm and work under pressure
Detail oriented and able to multi-task
Team player and self-motivated
The ability to effectively interact with senior level management and ensure a high level of confidentiality
Energetic personality with positive attitude and flexibility to work outside of regular office hours when required

Equity Research Resume Examples & Samples

Must have 2-4 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
Knowledge of Insurance
CFA and/or CPA
Ability to speak Spanish

Equity Research Resume Examples & Samples

Interact with institutional investors; respond to requests for models and data analysis
Must have 2-4 years of experience in a Financial Services capacity –Equity Research/Investment Management/Investment Banking preferred
Actuarial reserve analysis

Equity Research Resume Examples & Samples

Will be responsible for the segment news flow and company models for specific companies within the media sector
Primary responsibility for specific sectors
Develop and maintain relationship with investor relations & management of companies covered
Associate / VP level candidate with relevant research (sell-side or buy-side), IBD or corporate banking background is required

TKY Equity Research Distribution Resume Examples & Samples

Fluent in both English (native level) and Japanese (business level)
Strong interpersonal and communication skills - both written and spoken
Basic Excel operation
Strong background in finance or economics
Service oriented mindset - Must be able to handle multiple client & internal requests regarding research reports, screenings, overseas content etc
Analytical
Strong desire to learn about the Japanese equity market - Must be aware of what research is being published as well as market trends in order to effectively market/distribute/flag reports

Cib-ap Equity Research Technology Resume Examples & Samples

Solid academic background with excellent relevant industry experience and a mindset to analyze the industry and companies from investment stand point
Ability to understand technological developments and explain them in simple terms, as well as be able to draw implications for companies in the industry
Fluency in English and Chinese
Expert in MS offices, Excel, Powerpoint, and Word
Quantitatively inclined and detail-oriented; highly motivated
We will provide on-the-job training but candidate should be willing to invest time indeveloping ginancial skills and/or industry knowledges as relevant

Equity Research Resume Examples & Samples

Primary responsibility for a specific institutional client
Associate or VP level candidate with relevant industry, IBD (FIG investment banking), research or corporate banking background is required
N/a

Supervisory Analyst Equity Research Resume Examples & Samples

Review and sign off on equity research and fixed income publications and other communication, ensuring adherence to regulatory guidelines
Ensure consistency throughout equity research publications including models, investment theses and supporting arguments
Work closely with Research Analysts and Associates to ensure that a clear message is conveyed in all publications
Review equity research reports for content, grammar usage and application of editorial styles; most material is in English
May require some review of correspondence written in Spanish
Ensure appropriate disclosures are included in research publications
Chaperone communication between equity research staff and other departments where required
Update databases and spreadsheets
Develop new and maintain existing regulatory standards for the department in collaboration with other Supervisory Analysts and department management
Liaise with the compliance department regarding watch list and restricted list stocks
Maintain a high level of communication with Equity Research Analysts and Associates
Previous Equity Research Analyst or Supervisory Analyst experience is required
Exceptional writing and editing skills in English
Fluency in Spanish would be an asset
Experience working with non-native English speakers would be an asset
Proven attention to detail
Knowledge of equity research compliance procedures
Strong command of Microsoft Office Suite
Ability to work well with a team of Supervisory Analysts in various locations/time zones

Guggenheim Securities Equity Research Summer Analyst Program Resume Examples & Samples

Support senior Research Analysts and other team members
Regular interaction with Research Sales & Trading
Attend company conferences and non-deal road shows
Detail-oriented and well organized
Strong quantitative, analytical and financial skills
Interest in the financial markets and financial modeling
Ability to work effectively independently as well as a part of a team
Should be a current Junior undergraduate student (estimated graduation Dec 2016-June 2017)

Equity Research Assistant Resume Examples & Samples

Supporting the day to day internal/client requests and needs
Input data into models on a timely manner
Contribute to furthering your franchise as a business
Experience working within a financial institution
Always looks for new ways of doing things

Equity Research Resume Examples & Samples

Assisting in compilation and writing of thematic sector and company research reports and investment recommendations for our clients
Coverage of selected mid-cap stocks, if hired as an Associate
Multitasking ability and high degree of commerciality
CFA
Proficiency in using Bloomberg, factSet

Associate, Institutional Equity Research Resume Examples & Samples

Education: preference is given to candidates who possess an MBA, and an undergraduate degree in Financeor business-related discipline. Candidates who possess an accounting designation would be an asset
Experience conducting financial analysis of companies and economics
Previous capital markets experience is highly preferred
Work experience or background in Pipelines, Utilities & Poweris an asset
Excellent background in accounting and finance is a preference
Demonstrated interest in the capital markets industry through school courses, clubs and/or related work experienceCIBC is committed to providing employees with competitive compensation that reflects individual contribution, business performance and the markets in which we compete for talent. We pay-for-performance; employee total compensation is linked to CIBC's goals and performance

Equity Research Resume Examples & Samples

Must have 3-5 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research strongly preferred
Must have 3+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Experience in refining, chemicals or integrated oil is a plus
CFA, MBA a plus

Assistant for Equity Research Department Resume Examples & Samples

Meeting arrangement, client visits, IR meetings, data management, corporate news gathering, admin support, report and presentations support and interview notes
Good skills in excel and PowerPoint are needed as you will be supporting the report writing info for the lead research analyst
Fluent communication skills in Japanese and English (advanced to fluent verbal and written level)
Previous experience working as a research assistant. Preferred but not required

AN / As-equity Research, Capital Goods Resume Examples & Samples

Initiate and develop equity research products and disseminate key sector and stock recommendations and advice to internal and external stakeholders
Develop and maintain close relationship with coverage company management
Experience of working within Equity Research or Corporate Finance/ M&A ideally with either previous experience, or a keen interest, in the Industrials / Capital Goods Sector
Solid analytical skills, including ability to perform data analysis

Associate, Equity Research Resume Examples & Samples

Please include a writing sample (3-5 Pages, reporting on any stock) along with your cover letter, resume and transcripts (if recent graduate)
Education: preference is given to candidates who possess CFA, MBA (or Masters of Economics), and an undergraduate degree in Financeor business-related discipline. Candidates who possess a CA designation would be an asset
Experience conducting financial analysis of companies in various industries and general knowledge of the capital market industry, and economics
Experience in any of the following industries is highly preferred: Industrials, Engineering and Construction
Strong background in math and finance is a preference
Excellent knowledge of PC applications (i.e. Excel, Word, PowerPoint, Access)
Strong interpersonal skills to deal effectively with internal and external clients

Equity Research Resume Examples & Samples

Must have 1-4 years of experience in a Financial Services Capacity – Equity Research /Investment Banking/Consulting preferred
Must have experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Chemicals experience is a plus

Equity Research Resume Examples & Samples

Equity Research experience or an ACA background is essential
Top class undergraduate degree or equivalent from leading universities
Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is preferred
Languages: Turkish & Arabic – desired though not essential

Equity Research Resume Examples & Samples

Build and maintain database/pipeline of collaborative research reports, including theses, contributors, SSC/Publication dates, marketing plans
Provide organisational structure so that that SSC heads can drive volume of Blue Papers and Global Insights
Provide input re quality and commercial impact of collaborative/global reports
Provide collaboration report to DORs and ADRs every 2/3 months (readership, attribution, proposed vs delivered)
Present pipeline to weekly SSC call
Build and manage marketing best practice for Global Insight reports
Join monthly global team calls
Liaise with 17 global team coordinators to get early look at pipelines, discuss initial ideas
Research liaison with regional alpha/whitephone teams, re global projects
Partner with Joe McVeigh on global department projects (e.g. Vintage Values, 20/2020, Big Debates, Theme Trades)
Self-started, highly motivated
Disciplined and rigorous around process and demonstrates ability to initiate and complete reviews and maintain detailed checklists of activities
Ability to work to tight deadlines and handle business pressure
Good judgement
Strong organisational skills, with the ability to balance numerous tasks and responsibilities
Intellectually curious with questioning approach to problem solving
Attention to detail, accuracy and strong analytical skills
Strong communication skills – written and spoken
Knowledge of Research and / or regulations preferred but not essential
Financial Services background

Associate, Active Equity Research Resume Examples & Samples

Minimum of 1 year experience in equity research, investment banking, or consulting
Must be extremely proficient with Excel, FactSet, Bloomberg, and PowerPoint
©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

Equity Research Resume Examples & Samples

Develop and maintain relationships with senior management of companies under coverage
Generate investment ideas
Creation and maintenance of company and industry models leveraging skills in accounting, finance and economics
Communicate with internal and external clients
Must be fluent in Spanish and English
Bachelor’s Degree, MBA or Master in Finance a plus
Industry or consulting experience a plus
Strong excel and data management skills
5-7 years sell or buy side research experience, investment banking, private equity, consulting or industry experience

Equity Research Resume Examples & Samples

Contribute to the decision making process on stock recommendations
Develop relationships with corporates
Experience as an Analyst in Equities, Credit, Investment Banking or similar
In-depth knowledge and insight of the Financials and Banking sector
Ability to collaborate with European and International colleagues

Director, Active Equity Research Resume Examples & Samples

Monitoring, analyzing, and estimating the long- and short-term profitability of the European retail and Global luxury goods sector
Assessing the elements contributing to a stock’s price/performance
Conducting fundamental equity research on individual companies and monitoring and integrating research from external sources into their stock selection
Functioning as the European retail and luxury goods specialist and developing the necessary valuation, risk assessment and portfolio construction techniques required to drive the portfolio’s relative performance versus the benchmark
Coordinating efforts in order to achieve the necessary level of communication within the organization to permit all portfolio managers to benefit from the analyst’s efforts
7+ years of analyzing consumer or retail related equities
Proficient in Excel, Word, and PowerPoint
Position can be located in New York or San Francisco
Bloomberg, Factset, and/or Reuters Experience Preferred

Equity Research Resume Examples & Samples

Assist sector teams in drafting and maintaining accurate up to date marketing plans
Liaise with sales on the coordination and execution of marketing schedules – ensuring delivery of high quality meetings with identified accounts
Arrange client meetings with core accounts in designated regions
Conduct audit of existing processes within sector teams to identify potential areas for improvement
Work collaboratively and embed within identified sector teams to achieve agreed objectives, including attendance at weekly team meetings
Maintain tracking system for marketing trips (by team)
Tracking of teams interactions both with ‘priority’ and ‘focus’ accounts - highlighting gaps and addressing accordingly
Maintain record of broker reviews and highlight required actions to associated teams
Track and follow up where necessary on bi-weekly vote data
Point of contact and knowledge bank for queries related to client connectivity and rankings
Knowledge of Research and / or Equities is highly desirable
Excellent organisational/prioritisation skills - ability to multi-task and respond to changing priorities
Good commercial awareness and experience working within a marketing function would be beneficial
Competent user of Customer Relationship Management systems
Impeccable attention to detail combined with ability to ‘see the bigger picture&#8217
Able to work both collaboratively and independently
Good time management and able to work both collaboratively and independently
Good knowledge of Excel
Diplomatic communicator
Self-motivated, tenacious and confident
Acts with integrity and discretion

Equity Research Resume Examples & Samples

The candidate will have 2 years of experience in the Biotechnology sector
Writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; presentation or development of industry reports
M.D./Ph.D is a plus

Equity Research Resume Examples & Samples

Must have 3+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research strongly preferred
Must have strong experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
Experience in Shipping and/or Oil Services is preferred

Supervisory Analyst, Equity Research Resume Examples & Samples

Business/Accounting degree
Successful completion of the CFA program
Successful completion of The Partners, Directors and Senior Officers Course
Series 24 General Securities Principal is mandatory
Series 16 or a Series 86 and 87 are desirable but not mandatory
CSI Conduct and Practices Handbook and Canadian Securities Course preferred
Extensive knowledge of the financial services industry
Keen eye for detail is essential
Excellent analytic, written and verbal communication skills
Experience in a Research Analyst or senior editing role, preferably three to five years
Previous experience as a Supervisory Analyst preferred
Strong knowledge of equity research compliance procedures as evidenced by work experience on the buy or sell-side industry
Knowledge of Microsoft Office Suite and Adobe Acrobat
Knowledge of equity research publishing and third-party vendor distribution
Ability to multi-task and work well under pressure with minimal supervision
Must communicate, educate on complex original ideas and methodologies to groups and individuals without technical expertise in these areas

Equity Research Resume Examples & Samples

Excellent academic record, a minimum BSc degree is required
Qualified or partially qualified Accountant preferred
CFA is not a must
Travel and Leisure Equity Research industry knowledge is not essential

Equity Research Resume Examples & Samples

4+ years of experience in financial services or related fields
Experience with independently managing a project to completion
Proficient in MS Excel, PowerPoint and Word
Experience in buy or sell-side research, investment banking or private equity
Ability to multi-task and work with numerous teams and varying levels of seniority

Equity Research Senior Associate Resume Examples & Samples

Analyze individual Power and Utility 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 Power and Utilities sector
Build valuation models
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
Respond to client and internal inquiries regarding research findings and directives
Minimum 3 years’ experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
Prior Power and/or Utilities experience required, Merchant Power experience preferred
Proficient in Microsoft Office, Excel, PowerPoint, and Word
Must have series 7, 63, 86 and 87 licenses or obtain licenses within 3 months of hire
Ability to deliver under pressure and meet deadlines effectively
Keen interest in career progression with Guggenheim Securities

CM Equity Research Resume Examples & Samples

Prepare internal departmental productivity reports; create and update performance data books
Perform financial modeling, due diligence, and support services for research analysts
Respond to requests for information and analysis from institutional salespeople and traders
Create and maintain written research reports and financial models on corporates for consumption by institutional clients
Some administrative tasks including (1) collection and accumulation of key data; (2) generation of PowerPoint slide decks and graphs
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
Writing: the ability to succinctly and clearly explain complex information
Computer skills: MS office (highly proficient in Excel); database experience a plus, i.e Bloomberg and/or Factset
Specific industry skills: Some direct experience in capital markets (sell-side/ buy-side) a plus
Resourcefulness: the ability to find or develop answers to questions starting with incomplete information and limited direction
Attention-to-detail: a perfectionist approach to analysis and communication
Speed: the ability to respond to requests very quickly while maintaining a perfectionist approach

Equity Research Resume Examples & Samples

Maintaining lead coverage of stocks
Writing thematic sector and company research reports
Generating value-added investment ideas for our clients
Developing key relationships with buy-side counterparts leading to a strong external franchise as measured by top 3 ranking in the majority of broker votes
Collaborating with global counterparts
Developing relationships with key internal constituents
In-depth knowledge and insight in the MLPs/Energy sector is essential

Baam Equity Research VP Resume Examples & Samples

Monitoring of existing hedge fund relationships, which include regular conversations with different levels of contacts at the firm, tracking key positions, themes and exposures in the portfolio, assessing the impact of any organizational changes, and continuously challenging the validity of BAAM’s investment thesis
Working with BAAM’s Strategic Opportunities team and leading hedge fund managers to source, diligence and underwrite co-investment opportunities, leveraging Blackstone’s various groups where appropriate
Developing and utilizing a personal network to source new investments and assist in a deeper understanding of existing investments
Thinking critically about how various market factors impact Equity strategies broadly and making recommendations regarding different styles of investing, given the current environment and future expectations
Thinking creatively about ways to improve the team’s existing due diligence process, helping ensure quality, consistency and thoroughness in their approach
Training and mentoring of junior team members
Superior communication skills, including a demonstrated ability to write effectively
A desire to work in a team environment often under pressure
5-10 years of relevant work experience, including a minimum of 3 years of security/company valuation experience, preferably at a hedge fund, private equity firm or top-tier banking program

Global Markets, Equity Research Resume Examples & Samples

Analysis of key macro developments, engaging with research by Credit Suisse economists, credit analysts and equity analysts globally
Idea generation and analysis of trends and opportunities across asset classes (bonds, equities, credit)
Contributing to the team's regular written reports
Presenting the team's work to internal and external audiences
Collaborating with the team across all aspects of output: notes, cross-departmental publications as well as presentation materials

Equity Research Administrative Assistant Resume Examples & Samples

Compiles and binds marketing pitch books – understands deadlines and the importance of timely completion
Completes expense reports for analysts
Formats research publications and posts to our internal website. Proofreads and corrects material for correct grammar, spelling, and punctuation
Assist Equity Research teams with database needs. Database needs may involve direct data entry, organization and manipulation of data
Answers and/or initiates telephone calls; provides information or refers callers to the proper staff; answers inquiries requiring knowledge of the Research department's overall function. May explain policies, procedures, or services
Works with other administrative assistants to provide phone coverage and backup of daily tasks, as needed
Maintains research library contents, client lists, and departmental files in support of the daily operations of the department
Maintains coverage lists and spreadsheet downloads from various software services
May sort, process and route incoming and outgoing mail to maintain natural workflow and communications. Handles routine mail without direction to assist the team
Associate or bachelor’s degree preferred. Experience in the performance of moderately complex administrative/office support functions
Strong PC skills with demonstrated knowledge and application of word processing and spreadsheet packages; extremely proficient with Microsoft Office; strong Excel skills
Professional and courteous, with a concern for maintaining a high level of customer satisfaction
Strong oral and written communication skills - ability to effectively exchange ideas and information
Strong organizational skills -- ability to prioritize daily workflow to effectively organize tasks to achieve specific goals
Ability to handle a large volume of administrative detail with accuracy and reliability
Detail oriented - recognize errors in numbers, spelling, and punctuation
Ability to work independently in a fast-paced environment with only general supervision

Msg-junior Equity Research Consumer Analyst Resume Examples & Samples

Support the publication and presentation of insightful high-impact research reports on the sector and its constituent companies
Forming financial models and forecasts for a broad range of Consumer/ Retail Companies
Supporting the provision of regular commercial commentary to our sales and trading functions
Timely and high-quality response to institutional investors' queries
Sharing of insights and support were relevant and appropriate to other Macquarie divisions such as advisory and asset financing

Equity Research Resume Examples & Samples

Bachelor’s degree with a strong academic track record
Strong team orientation
1-4 years of experience in investment research, financial modeling and analysis
Working knowledge of accounting, finance, and valuation
Progress toward earning the CFA designation

Equity Research Trainee Months Resume Examples & Samples

To provide accurate analysis of the market, carrying out fundamental analysis and valuations of peers and compare the same with organisational valuations for benchmark purposes
To help preparing financial reports in order to: a) investigate key investment themes and 2) underpin conclusions on in depth fundamental analysis
To create presentations based on equity research analysis to use in order to present investment themes and gather relevant inputs for the equity research process
Regulatory Skills
Good oral, written, and verbal communication skills
Flexibility - Adaptability
Ability to Work Under Pressure
Analytical Skills
Critical (and lateral) thinking
Strong networking skills
Good understanding of capital markets and financial statements

Equity Research Resume Examples & Samples

The candidate will have 2-3 years of experience in a Financial Services Capacity—Investment Banking/M&A/Equity Research preferred
Experience in Industrials is preferred
Candidates should be self-motivated, creative, curious, organized and have a strong focus on teamwork

Equity Research Resume Examples & Samples

Contribute to writing thematic sector and company research reports
Contribute at company and industry presentations and conferences
Generate valued investment ideas for our clients
Foster all the client requests and take ownership of the all the analysis the team leader requires
Connect with our clients and develop product ideas
Create and maintain detailed information databases and valuation comparables and be a part of the team responsible for all the model updates across the space

Head of Equity Research, Family Office Resume Examples & Samples

Manage and deliver investment research to support the family office's investment strategies and portfolios
Manage a team of analysts and establish the research team's priorities and deliverables
Works closely with the senior management to conduct investment research and support the asset allocation views and investment decisions
Monitor investment themes and provide investment recommendations

GIR, Equity Research, MD / PhD Fellowship Resume Examples & Samples

Is open to Medical Doctors or PhDs in math, technology, science, medical, or healthcare related disciplines
Build and maintain financial models
Market share, macro trend, and cross company and sector data analyses
Company specific projects
Update monthly reports, marketing books, and weekly reports
Update and maintain daily valuation sheets
A proactive approach and a high level of enthusiasm

Equity Research Resume Examples & Samples

Manage global financials research pipeline
Update, maintain and manage global bank databases
Analyze impact of key issues across banks across the globe
Write up key investment conclusions, both individually and jointly with other team members in reports and presentations
Backup US Large Cap Bank Team when necessary (models, reports, analysis)
Keep abreast of industry-related news flow and regulatory changes. Analyze implications of news/industry developments to global banks
Develop and maintain relationships with global team
The candidate will have 3+ years of experience in a Financial Services Capacity — Investment Banking/M&A/Equity Research highly preferred
Experience analyzing banks
Experience utilizing Excel for: Building/Maintaining Financial models and databases- advanced level of excel proficiency is expected and required

Associate Equity Research, Cleveland Resume Examples & Samples

Qualified candidates will possess a Bachelors degree in business, with a focus in accounting or finance
Successful candidates will have completed no less than 3 senior level accounting and/or financial analysis courses. point average above 3.5 preferred. In addition, at least one year of experience in an analytical or financial role required
Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required. In addition, this individual must possess the ability to synthesize data and articulate findings through excellent presentation skills
Employee will operate office equipment, secure supplies and files, communicate with customers and/or other employees and will be expected to move about the office location
Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak and hear customers and/or other employees via phone or in person; body motor skills sufficient to enable incumbent to move from one office location to another

Cib-global Equity Research Resume Examples & Samples

Call trends before competitors, be a sounding board for top clients or traders
Selling the whole firm, offering clients the full array of our product offerings. In-depth understanding of the spectrum of the firm's research platform and products
Significant experience gained within a Research role in an investment banking environment

Equity Research Resume Examples & Samples

Answering accounting, modeling and valuation questions from equity analysts and clients
Implementing and maintaining valuation and modeling best practices to enhance the quality of Research financial models
Working with analyst teams to avoid and resolve issues with their financial models and model data
Coordinating regional and global research projects
Creating and improving analytical tools powered by ModelWare and third-party data sources
Conducting one-on-one and small group trainings covering financial statement modeling and ModelWare best practices
Leveraging the ModelWare platform to create investment analysis content
Performing data analysis for Research management
Bachelor’s degree in accounting; finance coursework a plus
2+ years of audit experience
CPA is a must
CFA desired
Advanced level of excel proficiency is expected and required
Must have exceptional written and oral communications skills
Position requires strong working knowledge of US GAAP and IFRS
Excellent problem solving skills and intellectual curiosity
Experience working with equity valuation & financial models a plus

Equity Research Admin Assistant Resume Examples & Samples

Minimum college diploma in Administrative Studies or other relevant business area
Minimum 3 years experience as an Administrative Assistant
Exceptional listener and communicator both verbally and in written form
Ability to work with people at all levels within the organization as well as external vendors, suppliers and corporates and clients
A team player who thrives in environments requiring the ability to effectively prioritize multiple concurrent tasks and projects
Ability to provide excellent customer service in a timely manner
Computer-literate and software proficiency; specifically with Microsoft Word, Excel, PowerPoint and Outlook

Associate, Institutional Equity Research Resume Examples & Samples

Please include a writing sample (3-5 Pages, reporting on any stock) along with your cover letter and resume
Education: preference is given to candidates who possess a CA designation. CFA, MBA or other business-related degree is an asset
Work experience in Retail/Consumer industries is our strong preference
Experience conducting financial analysis of companies in the Retail/Consumersector and general knowledge of the capital market industry, and economics
Strong background in accounting and finance is a preference
Excellent knowledge of PC applications (i.e. Excel, Word, PowerPoint)

Associate, Institutional Equity Research Resume Examples & Samples

Education: preference is given to candidates who possess an MBA, CFA, abusiness-related discipline, P. Eng., P. Geol.or a technical-related discipline
Experience in any of the following industries is preferred: Energy – Senior Oil & Gas
High proficiency knowledge of PC applications - specifically Excel

GIR, Equity Research, Merchandising, VP Resume Examples & Samples

Curating and distributing GIR content to ensure product has maximum commercial impact
Presenting research ideas daily to Sales/ Sales-Traders/ Traders
Monitoring market activity, recognizing ‘breaking news’ and working with research analysts to ensure timely and commercial response
Working with Content Management and Divisional leadership to oversee the research product pipeline
Overseeing and facilitating feedback between Securities division and Research in Europe
Thinking strategically about product placement and amplification (via webcasts, client conference calls, infographics, pop-up conferences etc)
Working with research analysts pre- and post-publication to maximize commercial impact
Strong knowledge of European Equities (ideally >5yrs direct experience in a closely related role)
Strong compliance track record
Ability to work and think clearly under pressure
Proven analytical/presentation skills
Ability to digest and summarise information quickly
FCA registration required (must be obtained within first six months of employment)
Fluency in English financial terminology

Equity Research Resume Examples & Samples

Help write thematic and industry research reports on oil markets with a commodity focus, while also collaborating closely with equity analyst teams
Create and maintain industry models, leveraging skills in economics, statistics and finance
Keep abreast of industry related news flow
Attend presentations and conferences
Develop and maintain relationships with industry and company contacts
Regular interaction with the commodities division, listed futures desk and equity sales force
Manage client requests and respond to bespoke requests
Speak to clients on range of industry related topics
Staying current on the nuances of the oil industry from a macro perspective, E&P, midstream, refining, product markets, economics, trade and geopolitics
Research, Commodities, Consulting or Financial Services background, including at least one year of experience with crude oil or refined product markets
Deep understanding of the full life cycle and all facets of the physical oil market, as well as commodity markets and trading strategies
Experience of building and maintaining financial models and exceptional quantitative abilities
Superior data management skills with ability to filter news flow and distil large amounts of data
Intellectually curious with a creative and entrepreneurial mindset, and talent for problem solving
Strong work ethic and ability to work in a fast paced environment with strict deadlines
Equity Research experience, CFA or and / or an ACA background
Demonstrable passion for the financial markets and the energy sector

100

Equity Research Quant Associate Technology Resume Examples & Samples

Advanced degree in Mathematics, Statistics, Computer Science or Engineering
Must have 3-5 years of experience working within Research, Finance/Economics with a concentration in global financials
SAS experience required
Ability to communicate and function within a diverse, global team
Candidate must possess exceptional quantitative abilities, strategic perspective, and strong written/verbal communication skills

101

Equity Research Resume Examples & Samples

Create and maintain a quants dataset
Build and develop quant models
Work with broader strategy team, sector teams and global quants team to integrate the quant offering into both the top down and bottom up research offering
Help write quant research while closely collaborating with strategy, quant and sector teams
Manage client requests and respond to bespoke requests from both internal and external clients
Proactively drive the quant offering
Develop and maintain relationships with internal stakeholders
Become the European reference point for quant enquiries
Superior data management skills with ability to manage, manipulate and distil large amounts of data
Quantitative analysis / data science experience
Exceptional quantitative abilities and programming skills
Intellectually curious with a creative and entrepreneurial mind-set, and talent for problem solving
Top class undergraduate degree or equivalent from a leading university, ideally in maths, statistics, computer science or engineering
Demonstrable passion for the financial markets and quantitative analysis
Equity Research experience, CFA would be preferable

102

Equity Research Resume Examples & Samples

Is open to PhDs in math, technology, or science related disciplines
Does not require finance experience however, an interest in investing or a basic knowledge of the markets is helpful
Ability to meet aggressive deadlines

103

VP-head of Equity Research Resume Examples & Samples

Lead a team of senior equity securities analysts responsible for full sector/individual equity recommendations for the Ameriprise Broker/Dealer. Develop and communicate a long-range vision for the equity research function at Ameriprise; and obtain full team buy-in on mission-critical aspects of the vision and plan
Provide focus lists and model portfolios for advisors to use in practice. Includes S-16 supervisory review (see below) of all written research; including providing comments, suggestions, and required changes to written reports. If time permits, may cover a sector or provide backup to team
As member of senior leadership team, provide thought and strategic leadership for department related activities and strategies. Participate on various committees/teams and activities, such as weekly analyst round-table meetings, Global Asset Allocation Committee, weekly Investment Insights calls. Represent team by periodically presenting on investment research topics. Participate in marketing and communications planning for department
Lead team in publishing proprietary research content, written reports, and communications regarding findings from the Global Asset Allocation Committee including white papers, Morning Research Notes, comments/analysis (standalone commentary; fill-in for absent analysts) and model portfolio reports
Lead and participate in peer review and S-16 review of reports and recommendations. Assist senior leader of research and other team directors and VP's with business planning and project leadership. Lead buy and sell discipline discussions in an effort to manage coverage list risk
May include coverage and portfolio management duties of other types of securities (funds, ETFs, preferred securities) to support model portfolios or future products and objectives
Stay up to date on the legal and compliance aspects of proprietary research. Develop and maintain strong partnerships with Ameriprise legal and compliance functions
People leadership responsibilities including coaching, goal setting, 1:1 meetings, written reviews, compensation, etc. Responsible for managing multi-million dollar department budget
10+ years’ experience in Financial Services industry research
Proven track record of successfully managing a team of senior securities anlysts
Expert knowledge on trends in finance, business and economic principals; as well as topics concerning the provision of proprietary research
Excellent focus on due diligence and record retention for model portfolios
Excellent written and verbal communication skills; excellent writing skills for publication with demonstrated examples
Ability to work independently and within a team to build relationships and interact effectively with business partners
Experience serving on project teams for new product or strategy launches
Excellent knowledge and understanding of equity research fundamentals, including methods, operations, etc
Demonstrated experience in presenting in front of large and small group settings
Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to solve the issue
Able to establish strong, positive business relationships and work collaboratively and cross organizationally
Series 7, Series 16, Series 24, Series 63 & 65 or 66, Series 86, Series 87 Or the ability to obtain within a defined period of time
Portfolio management experience
Expertise in asset allocation and portfolio structuring
CFA, CAIA, CIMA, CFP, CPA

104

Equity Research Resume Examples & Samples

Join the highly ranked European Pharmaceuticals team working in partnership with our senior analysts to help build and maintain a top ranked Pharmaceuticals franchise
Write world-class thematic, sector and company research
Produce research independently and also collaboratively with team members both in Europe and other regions
Build and maintain comprehensive financial company and sector models
Produce company forecasts and ratings for covered companies
Establish strong client relationships
Cultivate relationships across a range of internal stakeholders
Attend and report on corporate events, roadshows, company presentations and conferences

105

Equity Research Internship Resume Examples & Samples

Financial background (e.g. accounting, economics)
Knowledge of financial markets (especially equities)
Able to work in a dynamic and international environment
Fluent in English (verbal and written)

106

Intern Equity Research Resume Examples & Samples

University education (Master students or last year Bachelor students) with excellent grades
A proven affinity with financial markets
Self-starter, able to work independently
Strong communication skills in English, both verbally and in writing
No 9 to 5 mentality

107

Equity Research Resume Examples & Samples

Equity Research or Investment Banking experience is essential
Top class postgraduate degree or equivalent from a leading university
Fluent in English, Russian and Ukrainian is essential

108

Equity Research Resume Examples & Samples

Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in China Property sector
Analyze macroeconomics factors & industry trends
Play an important role in producing and writing company and sector research*LI-JG1
1-5 years of relevant investment research or equity research experience preferred
Passion for research on Property industry in China
Ability to effectively work with diverse cultures in a global team with sensitivity and appreciation for diverse cultures
Proactive & hard working with strong professional accountability
Shortlisted candidates will be invited to attend a written test and modeling assessment

109

Equity Research Resume Examples & Samples

Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in Hong Kong Property and Gaming sector
Native or professional proficiency in both English and Mandarin necessary, fluency in Cantonese advantageous
Passion for research on Hong Kong Property industry and a strong interest in Gaming industry

110

Equity Research Administrative Assistant Resume Examples & Samples

Extensive telephone coverage to include handling urgent/confidential calls with appropriate judgment/taking accurate phone messages/exercising proper phone etiquette/field phone calls
Maintain Analyst’s calendar, schedule meetings and conference calls (client, corporate & internal) handle meeting conflicts and prioritize issues
Interaction with Senior Management and clients
Coordinate all related conference rooms including, catering, audio/videoconference set up/webcasts
Arrange all aspects of travel – maintain Analyst’s travel profile, seek & manage approvals for travel, arrange flights, hotels, rental car, car service, currency exchange and prepare itineraries
Prepare and submit all expense reports on a timely basis – including following up on discrepancies and missing receipts to maintain current balances specific to Corporate Amex
Navigate Firm’s resources, interface with various departments (Sales, SRM, Compliance, Legal, Risk, IT, Corporate Services, etc.)
Provide backup support for colleagues during vacation/sick days, and assist their Analyst/s
Miscellaneous support: setup and maintain mail groups, etc
Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements
Must have excellent (verbal & writing) communication skills, good judgment, and problem-solving skills
Strong attention to detail as well as solid organization/time management skills
Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
Flexible to handle new responsibilities as group grows dynamically
LI-DS1

111

Equity Research Resume Examples & Samples

The candidate will have 4-5 years of experience in Equity Research —sell side or buy side
Experience in Airlines or Aerospace & Defense is strongly preferred
At least 3 years of experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is required

112

Equity Research Resume Examples & Samples

Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
The candidate will have 3-4 years of experience in a Financial Services Capacity— Investment Banking/M&A/Equity Research preferred
Knowledge of global banks is a plus
High energy, self-motivated, creative, curious, organized and strong focus on teamwork

113

Head of Equity Research, Managing Director Resume Examples & Samples

Development of analysts – recruitment, hiring and training
Ownership of analyst attribution
Monitor research pipeline and idea generation
Oversee process development, enhancement, and maintenance
Oversee template and proprietary research platform use
Manage team involvement in the broker vote process
Ensure consistency in team data sources and data packs
Internal Coordination
Partner with the investment team leader to ensure there is a clear research process that can be clearly articulated and is consistently applied
Partner with global research management to develop, implement and continually ensure best in class research processes and tools are being utilized across the FAE team
Coordination of idea sharing with global teams
Managing External Counterparties
Be responsible for broker payment strategy, including communicating broker reviews and interacting closely with the sell-side
Participate and be a leader in relevant industry groups
Investment Excellence
Lead relevant data projects that enhance depth of research capabilities
Support the expansion and roll out of ESG criteria in to the research and investment process
Advocate and lead efforts related to supporting the firm’s internal Investment Excellence initiative
10 years + experience in asset management or related industry
Prior experience in directly managing multiple staff
Senior presence and ability to make decisions on behalf of the team in division wide meetings
Strong leadership skills with capability to influence team culture
Innovative, diligent and dynamic mindset when approaching problems and tasks
Ability to act as a conduit between PMs and analysts
Attention to detail and strong technical skills
Understanding of data analytics and how to apply them for multiple use case scenarios
Outstanding communication skills both written and verbal, confident to partner with employees both senior and junior across the business and firm
Strong presentational skills in both small and larger group settings
Well-developed cultural awareness and ability to operate in a broadly diverse team

114

Equity Research Resume Examples & Samples

An excellent communicator, with strong verbal and written skills
A team-player who enjoys knowledge sharing and collaborating with your colleagues
Resourceful, a self-starter who enjoys taking initiative to deliver results with exceptional attention to detail
A top class undergraduate degree, or international equivalent, from a leading university
Proven experience of financial modelling or evaluating companies
Experience of Equity Research or ACA background
A fantastic attitude and commitment to deliver the best service to clients
A working knowledge of Arabic is desirable but not required
A curious, creative mind and a talent for problem solving

115

Scientific Active Equity Research Intern Resume Examples & Samples

Apply statistical techniques, state-of-the-art natural language processing tools and data visualization to a wide variety of data sets in order to find new and interesting patterns that can be used to understand financial markets and predict asset returns
Communicate research results clearly and effectively to team members, portfolio managers, and senior management
Quickly turn promising research results into well-tested production code to incorporate in our alpha models
A passion for working on data-driven problems especially in the context of fast-paced financial markets and investment decisions
A proven interest in Economics or Finance and the ability to apply disciplined modelling techniques to solve investment problem
Familiarity with one or more of: Java, Python, R, Matlaband willingness to learn new technologies on the job
A collaborative approach to data analysis, a desire to share information and ideas, and an ability to see the big picture

116

Director, Active Equity Research Resume Examples & Samples

Assist in due diligence, maintain financial models, and perform portfolio analysis
Present investment recommendations to relevant portfolio managers
Interact effectively with members (analyst, PMs, management) of the equity team
Ability to host meetings with management teams across various industries
Work in a team oriented manner with other research analysts in team based projects and exercises
Represent TIAA Investments and his/her principals in a professional manner both internally and externally
5-10 years of experience in research (buy-side preferred)
Strong quantitative and analytical ability
Must be extremely proficient with Excel, FactSet, Bloomberg, and Powerpoint
Expertise in technology and/or healthcare

117

Associate, Institutional Equity Research Resume Examples & Samples

Education: preference is given to candidates who possess an MBA or CA, abusiness-related discipline, P. Eng., P. Geol.or a technical-related discipline. Candidates who possess a CFAdesignation would be an asset
Experience conducting financial analysis of companies in other industries and general knowledge of the capital market industry, and economics
Working knowledge of financial software (i.e. Bloomberg, FactSet) is an asset

118

Administrative Coordinator, Equity Research Resume Examples & Samples

Applies skills and procedures appropriate for the position within assigned functional area
Schedules, reports, and tracks information for department
Collects data for preparation of various reports, budgets, and variance analyses
Compiles data for reports and collates into a single report
Assists in preparing, reviewing, or auditing reports
Assists with more complex research and investigation. May prepare analyses of information
May assist in orienting and training lower level employees
Performs other duties and responsibilities as assigned
High school diploma or equivalent and (2) two - (5) five years office or customer service experience

119

Jpn-equity Research Assistant, Research Resume Examples & Samples

Ideal candidate will have 3+ years’ experience in a same or similar position
Good PC Skills (Word, Excel, Power Point)
Accounting / Financial knowledge
Japanese and English written and verbal skills
Knowledge of Market Data Services (Bloomberg, Reuters, Quick, DataStream, etc.)
Strong attention to detail, team-oriented, and flexible with hours (some overtime will be required during busy seasons)

120

Product Management Associate, Equity Research Resume Examples & Samples

Collects fundamental research within an assigned industry
Compiles data about assigned industries and companies; performs comparative analysis
Develops client presentations
Maintains files related to active and prospective projects
Excel (Near Expert Level)
Fundamental concepts, practices and procedures of research analysis
Fundamental investment concepts, practices and procedures used in the securities industry
Financial markets and products
Analytical skills sufficient to assess and explain events in the market
Problem solving skills and the ability to think independently sufficient to market ideas
Operating standard office equipment and using required software applications, including Microsoft Office and established databases
Identifying relationships, drawing logical conclusions and interpreting results for use in decision-making
Quantitative and analytical skills sufficient to assist in equity valuation metrics
Be a motivated self-starter
Be able to ask questions, figure out goals/motivations, anticipate needs and help others achieve their goals using the information/services available
Learn actively from experiences, rather than from instruction or teaching
Organize and analyze information using Excel, manage items in Outlook
Gather information, identify linkages and trends and apply findings to reports
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
Establish and maintain effective working relationships at all levels of the organization
Work independently as well as collaboratively within a team environment
Assume full responsibility and accountability for own actions
Demonstrate uncompromising adherence to ethical principles
Be proactive and demonstrate readiness and ability to initiate action
Bachelor’s Degree in a business focus and a minimum of two (2) years of experience preferred
MBA or Masters in a business focus preferred

121

Global Equity Research Resume Examples & Samples

1+ years related experience in accounting and/or financial analysis, preference for sell side investment research experience
Bachelor?s degree required
Experience analyzing, creating and marketing investment ideas

122

Equity Research Resume Examples & Samples

Equity Research is essential
Fluent in English is essential
Prior experiences within the Chemicals sector is highly beneficial

123

Australian Equity Research Resume Examples & Samples

Preferred macro research experience in a leading financial institution
A strong interest in macro necessary
Excellent verbal and written communication and presentation skills in English
Very strong Microsoft Excel and data management skills
Outstanding analytical skills including experience with economics and finance a strong plus
Attention to detail with ability to multi-task and reprioritize a must

124

Associate Analyst, Equity Research Resume Examples & Samples

This position works with the fundamental equity analyst group performing foundational research activities in support of portfolio management teams and senior analysts
The role supports senior analysts across multiple sectors and will include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
BA/BS degree required preferably majoring in Finance, Economics, Math or Engineering
2+ years of professional experience in the fields of buy or sell-side equity analysis, management consulting or engineering
Proven ability to perform foundational research tasks on specific securities, companies and/or industries. This includes building historical company and sector financial models and forecasting key financial metrics based on independent work
Ability to communicate results effectively in both written and verbal presentation
Ability to analyze large data sets and draw thoughtful and concise conclusions from that analysis
Ability and desire to work within a team environment
Proven desire and to work and interest in the field of investing
Pursuit of the CFA designation
Programming experience with Excel VBA, SQL Server/Access databases, and any statistical/mathematical programming language such as R or Matlab

125

Equity Research Resume Examples & Samples

Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in HKG and Regional Banks sector
Support extensive financial modeling, analysis and collection of information across companies in the assigned sector
Native or professional bi-lingual proficiency in both English and Mandarin necessary
Passion for research on HKG and Regional Banking industry in China
Only shortlisted candidates will be invited to attend a written test and modeling assessment
Candidate currently based in HKG a distinct advantage

126

Equity Research Strategist Associate Resume Examples & Samples

Passion for markets and investing
Solid foundation in economics and macro drivers of asset markets. Equity experience a plus
Strong analytical skills and facility in both manipulating data and synthesizing conclusions. Charting and graphics skills are highly desirable
Superior interpersonal and communication (written and verbal) skills
Team player who can build relationships and work across teams
Excellent time management skills and ability to multi-task
Ability to handle tight deadlines under pressure

127

Equity Research Trainee Resume Examples & Samples

In his supporting role the candidate will be required to support the team for our data mining work & the research production
The candidate should ideally progress from a supporting role to an analyst in-the-making position
As an analyst in-the-making, the candidate will help strengthening the team’s franchise with clients both internally (ie sales and traders) and externally (institutional investors)
Team support (mainly for data mining work & research production)
To help preparing detailed financial models of company complete with valuations and industrial case studies
To help preparing financial reports in order to: a) investigate key investment themes and b) underpin conclusions on in depth fundamental analysis
To build and nurture effective relationships with internal clients (ie sales and traders)
To provide support to equity analysts working in another sector, providing them the information about initiating factors, on-going coverage etc., and coordinating with them for cross-sector analysis (and eventual reports)
To keep track of market trends, technological changes, and recent development in various sectors of relevant industries for accurate planning of financial investments
Leverage on various research resources (like company profile, financial statements, business publications, etc.), to help conducting market research and formulating investment recommendations

128

Private Equity Research Resume Examples & Samples

Previous experience / demonstrated interest in investment banking, private equity, real estate, real assets or alternative asset management
8+ years of experience preferred
Strong verbal and written communication/presentation skills
MBA preferred / Bachelor’s degree in Finance, Accounting, Economics or related field preferred but not required
Additional language skills preferred

129

Equity Research, Greater China Technology Resume Examples & Samples

Support extensive financial modeling, analysis and collection of information across industries and companies
Analyze macroeconomic factors & industry trends
Handle client questions and inquiries
Bachelor's degree or above
1-2 years of relevant work experience would be preferred
Passion for the Technology industry

130

Associate, Institutional Equity Research Resume Examples & Samples

Please include a writing sample (Reporting on any stock) along with your cover letter and resume
Education: Preference is given to candidates who possess an MBA or CA. Candidates who possess a CFA designation would be an asset
Experience in any of the following industries is highly preferred: Experience in investment banking and/or thePaper & Forest Products would be an asset (but not required)
Experience conducting financial analysis of companie and general knowledge of the capital market industry, and economics

131

Equity Research Resume Examples & Samples

Prior relevant experience in Equity Research
Ability to understand the requirement
Diligence and hard work
Willingness to stretch and work with global clients
Ability to articulate well to the clients over phone and email

132

Equity Research Resume Examples & Samples

Generating innovative and successful investment ideas and solutions for clients
Connect and coordinate successfully with on-shore strategy and research analysts
Minimum 3-6 years of experience in financial research covering global Equity strategy/Equity research/ multiple sectors
Dynamic personality with strong analytical and problem solving skills
Excellent verbal and written skills with ability to communicate, summarize and discuss investment case succinctly
Experience of having worked on E-Views, Satastream
Ability to build relationships and communicate with global stakeholders
Work independently and take strong ownership of tasks

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