Equity Research Associate Job Description
Equity research associate
provides support to faculty and trainees in analyzing data and statistical analyses by utilizing knowledge of Graphpad/PRISM and Microsoft Excel.
Equity Research Associate Duties & Responsibilities
To write an effective equity research associate job description, begin by listing detailed duties, responsibilities and expectations. We have included equity research associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Have tertiary qualifications in a finance, accounting or a quantitative discipline
Have worked or be working in an equity research capacity, or come from an accounting, economics or relevant industry background
Analyze individual Power and Utility companies and market trends
Analyze individual Oil, Services & Equipment companies and market trends
Analyze individual Technology companies and market trends, conduct primary research, including but not limited to
At least a bachelor's degree in a finance, accounting, economics, quantitative or similar discipline
Analyze individual Renewable Energy companies and market trends
Analyze individual Pharmaceutical, Specialty Pharmaceutical and Biotechnology companies and market trends
Assist with cross-market ideas along with other members of the Global Research Team
Currently be working in an equity research capacity, or come from a consulting, credit rating agency, accounting, economics or relevant industry background
Equity Research Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Research Associate
List any licenses or certifications required by the position: CFA, MBA, CPA
Education for Equity Research Associate
Typically a job would require a certain level of education.
Employers hiring for the equity research associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, MBA, Accounting, Economics, Business, Engineering, Mathematics, Education, Communication, Writing
Skills for Equity Research Associate
Desired skills for equity research associate include:
Investment banking
Financial products
Industry sector
Market
Investments and financial analysis
Excel
Microsoft products
Accounting
Microsoft Excel
Advanced concepts
Desired experience for equity research associate includes:
Longer-term themes
Respond to ad-hoc requests on earnings, valuations and other financial metrics
Familiarity with financial systems
Develop an expertise in theChemicals sector
Previous exposure to the capital markets or experience within the Chemicals sector a definite asset but not specifically necessary
Need to be high energy, self-motivated, creative
Equity Research Associate Examples
1
Equity Research Associate Job Description
Job Description Example
Our innovative and growing company is looking for an equity research associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equity research associate
- Maintain portfolio and coverage lists on market data services
- At least a bachelor's degree ideally in accounting or finance
- Market our research to clients globally
- Have tertiary qualifications in finance, accounting or a quantitative discipline
- Have Tertiary degree in economics, history, political science, international relations, etc with coursework in finance/accounting
- Build and update financial models on companies within the Oil (E&P) sector
- Interact with institutional investors
- Assist with creation of U.S. equity research from concept, to data analysis and written prose on a variety of topics including earnings, sectors, corporate behavior and the relationship between U.S. equities and other markets
- Assist with the creation and analysis of quantitative factors (portfolio tilts) to identify investable themes
- Provide support to analyst and team as required
Qualifications for equity research associate
- Fluency in modeling financial statements, including forecasting product revenues
- A medical/scientific background is a plus
- Writing experience in a professional capacity – (crafting Equity Research notes/correspondence
- Previous experience with the Beverages sector is desirable
- Previous experience with the Oil sector is desirable
- Must have extensive sales contacts in relevant industries
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Equity Research Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of equity research associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equity research associate
- Analyze individual Biotechnology companies and market trends to build fully integrated financial and valuation models
- Have 2-3 years' sell-side equity research experience
- Develop an expertise in the Medical Supplies & Devices sector
- You will have a curious, creative mind
- Develop broad-based expertise across +16 industrial subsectors
- Update company-specific financial models and project future earnings
- Determine fundamental valuation of companies and apply stock ratings
- Coordinate, generate, and maintain research reports, presentations, and spreadsheets
- Provide research support to lead analyst as required
- Ability to collaborate and work with others
Qualifications for equity research associate
- Fluency in a European language is helpful, but not a pre-requisite
- An undergraduate university degree in business is required
- An MBA, CPA designation or enrolment in/completion of the Chartered Financial Analyst (CFA) program would be an asset
- Experience in theCapital Markets industry is highly preferred
- Undergraduate degree with a focus on Economics, Finance, Mathematics/Statistics or related field (MBA or CFA preferred)
- Strong qualitative skills (some programming preferred)
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Equity Research Associate Job Description
Job Description Example
Our innovative and growing company is hiring for an equity research associate. 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 research associate
- Keep abreast of industry-related news flow and regulatory changes
- Develop an expertise in the REIT sector
- Build financial models and write detailed, action orientated research reports, with the appropriate level of site due diligence and management meetings as appropriate
- Analyze and maintain timely research
- Discuss your analysis/findings with salespeople, traders and clients
- Support and answer client queries as they relate to the coverage universe
- Develop an expertise in the Banking Sector
- Maintain and update marketing handouts
- 1-3 years' sell-side equity research experience preferred
- Strong writing skills (samples of writing will be required)
Qualifications for equity research associate
- Familiarity with financial systems (FactSet including AlphaTest preferred, Bloomberg, and Haver)
- Experience in Energy is preferred
- Excellent spreadsheet and financial analysis skills
- Analytical and strong quantitative skills
- Service orientation and professional attitude at all timesIndustry experience would be a strong asset
- Demonstrated interest in capital markets – comfortable with finance theory
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Equity Research Associate Job Description
Job Description Example
Our growing company is looking for an equity research associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for equity research associate
- Candidates with automotive industry experience who meet other criteria will also be considered
- Supporting daily index calculations
- Supporting index rebalancing
- Index Development
- Take care of day to day issues and requests associated with maintenance and delivery of indices to the client
- Successful delivery of ad hoc projects and ensure overall delivery of objectives
- Have the opportunity to be promoted to a Senior Analyst, responsible for stock coverage in your own industry sub-sector
- Work in teams to cover groups of 15+ stocks
- Collect industry data and provide a level of expertise in a sector that helps clients to decide where to invest
- Develop proprietary research and distribute it to clients
Qualifications for equity research associate
- Able to sell ideas
- Strong preference for CA/CPA qualifications – must be comfortable working with financial statements
- Other designations such as Chartered Financial Analyst (CFA) program or P.Eng
- Expertise in modeling financial statements, including forecasting product revenues
- Strong work ethic, self-motivated and energetic, with an ability to prioritize and multi-task
- Outstanding spreadsheet and financial analysis skills
5
Equity Research Associate Job Description
Job Description Example
Our company is looking to fill the role of equity research associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for equity research associate
- Assist coverage team in creating financial models, studying academic opinions, and seeking other objective sources of information to either confirm or deny the team’s existing investment conclusion
- Assist team in preparing differentiated research reports and provide timely updates for the firm's sales force and institutional client base
- Dial-in to company-hosted conference calls to listen for trends and important news
- Complete written research utilized by our clients and consultants to support investment decisions
- Keeping abreast of Hong Kong and China listed stocks across different industries
- Performing evaluation of public information (annual reports, quarterly conference calls, newspapers, sell-side brokerage reports)
- Builds, updates and maintains company financial models
- Analyzes and collects data related to specific therapeutic agents and development candidates, including scientific papers, clinical data, and prescription trends across various disease areas
- Interviews company executives and/or medical/industry consultants to develop insights into novel and emerging trends
- Have 1-3 years' equity research experience, ideally from sell-side firms
Qualifications for equity research associate
- Other designations such as Chartered Financial Analyst (CFA) program would be an asset
- Research or Finance/Economics background required
- Asian stock market experience
- An understanding of macro-drivers
- An ability to apply quantitative skills to support views
- A self-starter with a track record of conducting research projects from start to finish