Equities Research Job Description
Equities research
provides clients with best practices in idea generation, financial modeling and valuation techniques, portfolio analysis, construction and management, and risk management, among other things.
Equities Research Duties & Responsibilities
To write an effective equities research job description, begin by listing detailed duties, responsibilities and expectations. We have included equities research job description templates that you can modify and use.
Sample responsibilities for this position include:
Assisting in development of new promotional materials presentations, sales aids
Analyse Developed Markets companies
Focus on generating alpha for all developed market strategies including global, European and small cap portfolios
Detailed research and analysis of individual stocks and sectors within the Hong Kong equities universe (focus on property, financials, consumer and industrials)
Detailed research and analysis of individual stocks and sectors within the China equities universe (focus on industrial & consumer incl
Direct stock coverage within the Other Metals category of the Mining sector
Hold appropriate tertiary qualifications in either a science, medical, business, finance, accounting or economic stream
Possess a progressive career to date covering the healthcare sector from working in positions where the key skills and attributes noted above have been required
Demonstrate excellent research, analytical and sales skills the drive and ambition that may lead in time to market recognition as a rated analyst
Review, edit and approve equity research reports and other Research communications with the public to ensure compliance with SEC and FINRA rules and firm policy
Equities Research Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equities Research
List any licenses or certifications required by the position: CFA
Education for Equities Research
Typically a job would require a certain level of education.
Employers hiring for the equities research job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Engineering, Accounting, Mathematics, Statistics, Physics, MBA, Computer Science, Economics, Graduate
Skills for Equities Research
Desired skills for equities research include:
Excel
Word and PowerPoint
Financial markets
Management and analytics
Portfolio Construction
Especially Equities
Financial/accounting concepts
Applicant tracking systems and other data management tools desired
Bloomberg and ability to understand basic financial statements
Customer relationships on the buyside
Desired experience for equities research includes:
Demonstrable understanding of company valuations required
Self-motivated, well-organised with a high level of attention to detail required
Investment and market knowledge, particularly the sectors highlighted above
Fluency in English, Cantonese and Mandarin Chinese
At least five years of relevant experience in an analytical role in financial/professional services or relevant industry experience in mining or engineering
Minimum 3-5 years of equity research experience is preferred
Equities Research Examples
1
Equities Research Job Description
Job Description Example
Our company is growing rapidly and is hiring for an equities research. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equities research
- Provide a covering letter and concise resume (contained within the one document) noting sector of interest and specialisation
- Hold appropriate tertiary qualifications in finance, engineering, sciences or a related discipline
- Demonstrate a stable and progressive career to date in your chosen area of specialisation within the business streams as noted above
- Possess outstanding numerical, financial analysis and modelling skills
- Be hardworking, dedicated and committed, willingly working the hours and able to meet the demands of the role
- Aggregator of information for Research Unbundling and Billing & Invoicing Work Streams under MiFiD II globally
- Manage the Pan European Telecoms and Media universe of stocks by forming and communicating research opinions via grades and risk reward profiles
- Evaluate the universe to find the most attractive and hidden investment opportunities where miss priced optionality and potential catalysts can be identified
- Conduct fundamental research on companies regarding market structure, competitive advantages, entry and exit barriers, revenue, margin and cash flow trends balance sheet ratios
- Analyse historic company and stock market performance to understand the risk / return characteristics under the current macroeconomic and market environment, scenarios which differ to the upside and downside
Qualifications for equities research
- Excellent modeling skills are required solid grounding in accounting/financial fundamentals
- Strong academic background with degree in economics/finance / accounting
- Schedule flexibility to support team coverage needs, editorial schedule changes, and publication influxes due to earnings seasons throughout the year
- Good understanding of capital markets with excellent financial skills
- In-depth knowledge of sectors – key drivers, dynamics, trends and indicators – would be an advantage
- Understanding of the Regulation related to Equities Operations
2
Equities Research Job Description
Job Description Example
Our company is growing rapidly and is hiring for an equities research. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equities research
- Summarise research findings and formulate clear-cut conclusions, while demonstrating sensitivities around the key tenants of your investment thesis
- Oversee and drive the modeling work of junior Analysts (including directing the team on how to allocate their "modeling time")
- Demonstrated knowledge of the current market (including trends) for the Banking sector
- An understanding of how to build a strong talent pipeline
- Use a combined qualitative and quantitative approach to provide detailed analysis and comparison of all funds within a particular asset class for use within multiple portfolio programs including those domiciled in US, Canada and Europe, mainly US
- Compile regular fund research recommendations – provide a current investment opinion on each fund held in the programs including both proprietary and third party funds
- Source new managers for inclusion in portfolios and our approved manager list
- Develop your understanding of the competitive landscape in various sectors, including monitoring top managers
- Conduct regular due diligence reviews to monitor team, process, performance, positioning and outlook
- Keep up to date on capital markets through various brokerage and independent research reports BCA, Gavekal, ISI
Qualifications for equities research
- Ability to liaise with various teams within the firm Compliance
- Team Player – ability to establish win-win relations with sales, sales-traders, research & ECM
- Some experience with either the Sales function and/or the China Equity Market
- Experience in working in cross-cultural, diverse environments
- MBAs and/or 2-3 years’ experience of equity research or investment banking strongly preferred
- Enrolled in an MBA program from a top business school
3
Equities Research Job Description
Job Description Example
Our company is searching for experienced candidates for the position of equities research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equities research
- Assist in the improvement of manager research through projects designed to create process efficiencies, track deliverables, improve quality and utility of content, further capabilities in third-party research and more effectively communicate best ideas to PMs and other investment professionals
- Writing reports covering both company specific events, commodity analysis, industry-wide issues
- Source and leverage fundamental equity data in order to streamline and institutionalize the modeling and investment research process
- Innovate and think critically about improving the investment process
- Build customized analysis that incorporates internal and external data
- Measure, analyze, and improve data quality of internal data
- Run daily data quality management processes and reports
- Valuation, modelling and financial analysis of stocks in both the Energy and Utilities sectors
- Analysis and compilation of in-depth research reports targeting key drivers in each sector
- Assisting with initiations on new sector coverage
Qualifications for equities research
- Ability to work with demanding regulators and meeting tight deadlines
- Ability to define requirement related Operations
- Extremely strong sense of work ethics and professionalism
- Experience of fundamental equity research
- CFA (or under way) or equivalent
- Strong understanding of P&L, Cash Flow & Balance Sheet dynamics
4
Equities Research Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of equities research. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for equities research
- Maintenance of industry databases and completion of client requests on a regular and ad hoc basis
- Helping organise domestic and offshore corporate access
- Publish Company Initiations, Thematic Research Pieces (eg
- Enhance and develop our framework to evaluate complex strategies
- Implements the booking of complex strategies, working closely with structuring and trading
- Participate in the re-engineering of the equity derivatives risk management systems and integration into the firm-wide Athena framework
Qualifications for equities research
- Ability to plan work load independently
- Rational thinking
- Investigative mind
- 1-2 years’ experience of equity research or related business experience
- Ability to understand technological developments, keep track of new tech trends and explain them in simple terms, be able to draw implications for companies in the industry
- Be highly-numerate with exceptional financial analysis and modelling skills having a strong understanding of valuation techniques
5
Equities Research Job Description
Job Description Example
Our company is hiring for an equities research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equities research
- Newly qualified CA or
- Post graduate qualification (MBA
- 6-9 years of investment research experience
- Prior experience analyzing the banks and other financial institutions
- Reinforcement Learning, neural networks, time-series forecasting, clustering methods, dimensionality reduction methods like PCA, Kernel methods
- Earned a MS, PhD or equivalent degree program in computer science, machine learning, math, statistics, econometrics, physics, chemistry, operations research, financial engineering
Qualifications for equities research
- Possess excellent written and verbal communication skills, with the ability to communicate ideas succinctly
- Familiarity with application of Machine Learning techniques in either an academic or industrial context
- Passionate about the stock market and equity research
- Experience in company financial analysis, modelling and an understanding of various valuation methodologies
- Prior experience of the Mining & Metals sector would be helpful but not essential
- Independent thinker and highly motivated