Equity Analyst Job Description
Equity analyst
provides discounted cash flow, comparable company, precedent transaction, and other modeling analysis to clients.
Equity Analyst Duties & Responsibilities
To write an effective equity analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included equity analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Providing research information and investment opinions to affiliated company to help improve their performances
Keeping consistency in making recommendations and remaining conscious of fiduciary duties for clients
Conducting fundamental equity research with emphasis on future cash flow of companies, derive target prices of each stock in coverage by using financial model and provide investment opinions to a portfolio manager and affiliated company
Making core research reports in the coverage and updating earning models periodically
Having meetings with companies as much as possible to find new investment candidates and monitoring companies’ fundamentals in the coverage
Making a brief note on daily basis to show opinions and implication on events occurred to a portfolio manager affiliated company
Communicating with a portfolio manager, other analysts and affiliated companies as much as possible to share opinions and strategies
Conducting trading with OMS occasionally
Profit & Loss that explains production
Works with outside vendors or internal departments to establish criteria and specifications for accounting, reporting and data needs, ensuring vendor report availability
Equity Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Analyst
List any licenses or certifications required by the position: CFA, CEP, CPA, CCP, JD, CMA, SPHR, CEBS, DA, BA
Education for Equity Analyst
Typically a job would require a certain level of education.
Employers hiring for the equity analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Accounting, Business, MBA, Graduate, Business/Administration, Mathematics, Engineering, Statistics
Skills for Equity Analyst
Desired skills for equity analyst include:
Discounted cash flow modeling techniques
Business valuation techniques
PowerPoint
Word
Excel
Rules
Discounted cash flow modelling techniques
Workday
Financial markets
Proven interest in equity research
Desired experience for equity analyst includes:
Ability to proactively take on tasks and work independently within broad policies
Ability to manage and prioritize tasks to insure timely completion
Ability to interpret qualitative and quantitative data, and add own judgment to the investment process
Excellent understanding of accountancy and financial analysis
Good, proactive verbal communication skills
Personable and presentable
Equity Analyst Examples
1
Equity Analyst Job Description
Job Description Example
Our company is hiring for an equity analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity analyst
- Conduct real-time trade surveillance to help detect suspicious trading patterns
- Conduct a post-trade trade review of exception reports in order to identify manipulative trade pattern
- Compose daily reports of the reviews and findings conducted
- Interact with counterparties, executing brokers and clients assisting with various operational necessities
- Analyze the firm’s operational and compliance systems to suggest improvements to the firm’s operational efficiency
- Assist in the production of various packs including Equities Control Pack, FX treasury, Key Risk Indicators and Front to Back
- Manage Trader Sign-off stats
- Facilitate and address monthly, quarterly, and yearly request from FC, Global Financial Review Team, and Regulatory Teams
- Assist in the preparation of quarterly IRFS disclosures
- Assist with the management of project work-- front to back including testing and process implementation
Qualifications for equity analyst
- Assist in the continuous review of effectiveness and efficiency of existing controls/process and implement improvements
- Perform various reconciliations as deemed necessary
- Respond to ad-hoc queries from various internal and external stakeholders
- He/she will assume primary coverage for global sectors
- Experience of analysis in multiple geographies and/or sectors
- Ensure compliance by conducting a daily analysis on the O.C
2
Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of equity analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity analyst
- Supporting idea generation by and communicating with other sectors, other teams and across markets
- Distinguishing between essential and non-essential information
- Monitoring and interpreting major company developments
- Identifying macro themes and trends affecting the covered sector(s)
- Research analyst duties (with a generalist approach to economic sectors) with responsibility for buy and sell recommendations and ongoing research coverage for stocks in each of the team’s discretionary strategies
- Follow detailed daily procedures to assist with the completion of all required tasks
- Reconcile positions, product structures/properties and trades between the Front Office Risk management systems, the Middle Office Risk Management systems, and the books and records
- Reconcile transactions and products to the exchanges/street
- Process OTC and listed trades
- Resolve queries from the Desk, Settlements, Finance, Collateral, Margin Compliance, Legal and other areas in the firm
Qualifications for equity analyst
- Process deceased associate / beneficiary reports from notification to execution to ensure integrated service across multiple outsource vendors and accurate recording in HR systems
- Comfortable interacting with senior personnel internally from third party investment management firms
- Anticipate, resolve and when necessary escalate potential issues
- Team work – ability to communicate with other groups within operations, accounting, legal and finance
- Assist with UAT testing on new system implementations and enhancements
- P&L Production for the cash and program trading businesses
3
Equity Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for an equity analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equity analyst
- Maintain and track changes in earnings revisions for all portfolio companies
- Research news/events for all portfolio companies and consolidate daily
- Updating and maintaining all marketing materials, including presentations and tear sheets, for US distribution
- Fielding inbound requests for information about our strategies from investment advisors
- Assisting in ad hoc information requests related to marketing and providing overlap analysis for clients transitioning to our strategies
- Assisting with trade implementation of all active strategies by working and collaborating with various trading desks and platforms
- Running performance attribution reports for all active portfolio strategies
- Performing client account reconciliations and administration
- Coordinate and put together due diligence materials on investments marketing materials
- Supports general duties within the primary, secondary, and direct investment functions and investor relations areas
Qualifications for equity analyst
- Assist in the preparation for the Annual Proxy Meeting
- Manage the Stock Ownership database
- Able to establish priorities
- You will also have good command of financial modeling financial statement analysis with strong business insights
- Lead Writing Analyst for Gaming Sector
- Junior to Midlevel Analyst for Semiconductor & SPE ( Semiconductor Production Equipment ) Sector
4
Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of equity analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity analyst
- Calculate of advance and final equity amounts
- Build working relationships with local title companies
- Assist with fundamental research across the pharmaceutical and healthcare sectors in Europe
- There is scope to participate in other duties on the team such as assisting portfolio managers with various activities
- Comfortable communicating with the business and IT
- Have a minimum of 5 years experience as a BA within an Investment bank to be considered
- Gather publicly available information from companies and industry data sources, alongside internally-generated data to support creation of an investment mosaic
- Building and maintaining detailed company models as directed by the team
- Conducting company channel checks – performing diligence on specific stocks and industries as directed by the team
- Attending conferences and industry events, and reporting back with detailed information and data points
Qualifications for equity analyst
- Must be on-site during market hours (accessibility to business and functional units and computer applications that cannot be accessed remotely)
- Global business needs may require occasional overtime and weekend work due to GSAS project implementations and compliance coverage of foreign trading markets
- Junior to Midlevel Analyst for Technology Sector
- Junior to Midlevel Analyst for Mid Cap Equity
- Experience with Financial product valuation and/or Risk and Pnl / Product Control experience in relevant product area
- Knowledge and experience of market data sources Totem-MarkiT, Bloomberg or Reuters for key markets preferable
5
Equity Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of equity analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity analyst
- Provide credible direction to management team on issue management and follow-up
- Assure client satisfaction through team efforts and direct client engagements
- Assist our Sales and Client Relations Group in matters related to our risk content
- Work closely with functional leads in Product, Data, Technology and Research
- Ability to work flexible and extended hours whenever required
- Preparing insightful and opinionated communications in a timely manner regarding material manager events, implementation ideas, market developments, performance issues, to internal advisors and business partners
- Serving as a subject matter expert for international equity markets, strategies under coverage and the competitive landscape
- Traveling (approximately 10%)
- Analyze publicly available information, earnings reports, and internally generated data to create an investment mosaic and to estimate fair values for approximately 16 Telecom and Cable companies
- Gather and interpret industry data to develop a long-term industry vision and write notes for a sophisticated and demanding client base
Qualifications for equity analyst
- Onboarding tasks for new clients - Entering accounts in the system, moving existing swaps into new folders
- Engage with internal and external teams such as brokers, operations, IT, documentation
- Experience of managing and coaching teams/ individuals
- Lead Writing Analyst for Telecommunication Sector
- Seeking an entry level candidate with internship and/or 1 to 4 years of related experience
- Coursework in accounting and financial statement analysis