Equity Research Analyst Resume Samples

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LH
L Howe
Lenora
Howe
82575 Ferry Villages
Los Angeles
CA
+1 (555) 810 3303
82575 Ferry Villages
Los Angeles
CA
Phone
p +1 (555) 810 3303
Experience Experience
04/2015 present
Dallas, TX
Senior Equity Research Analyst
Dallas, TX
Senior Equity Research Analyst
04/2015 present
Dallas, TX
Senior Equity Research Analyst
04/2015 present
  • Collecting financial data using on-line and other sources and coordinating and maintaining databases
  • Be responsible for writing and publishing research reports as well as communication recommendations to sales, trading and clients
  • Conduct financial modeling and valuation of stocks for different markets, including A-share and H-share
  • Listening to and summarizing investment conference calls
  • Create and manage partnerships with key external market professionals, including clients and prospects, to identify additional commercial opportunities
  • Review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies to be covered
  • Facilitate research and analysis between all relevant Bloomberg analysts, including those at Bloomberg Intelligence, Bloomberg Government and Bloomberg BNA
08/2008 12/2014
Los Angeles, CA
Cib-equity Research Analyst
Los Angeles, CA
Cib-equity Research Analyst
08/2008 12/2014
Los Angeles, CA
Cib-equity Research Analyst
08/2008 12/2014
  • Writing research notes, in-depth reports, and presentations
  • English fluency is essential
  • Demonstrates creativity in solving problems. Always looks for new ways of doing things
  • Complete models with an intense resolve so as to avoid missing any market or timing opportunities
  • Contribute to furthering your franchise as a business by suggesting new approaches or ideas
  • Call trends before competitors, be a sounding board for top clients or traders
  • Prepare presentation materials and participating in deal pitches
04/2005 07/2008
Dallas, TX
Equity Research Analyst
Dallas, TX
Equity Research Analyst
04/2005 07/2008
Dallas, TX
Equity Research Analyst
04/2005 07/2008
  • Provide timely, detailed, high quality documentation of manager research analysis written in a manner that is useful for consulting clients and fund managers
  • Proactively work with fund managers and research analysts across the complex to include best investment ideas in portfolios
  • Make relative valuation comparisons and investment recommendations to portfolio managers
  • Maintain coverage of assigned sectors and stocks and make buy/sell recommendations to the portfolio management team
  • Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing
  • Working in partnership with Senior Analyst and team to perform equity research and analysis of publicly traded companies in the Real Estate sector
  • Prepare and regularly review my annual goals and career development plan with my manager/supervisor
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
New York University
Bachelor’s Degree in Finance
Skills Skills
  • A demonstrated ability to be a strong writer and a good public speaker
  • Highly motivated, able to think logically, critically & quickly
  • Good verbal and written skills in English and good communications skills
  • Knowledge of the use of statistics from the perspective of an investment professional
  • Strong qualitative and quantitative acumen combined with strong written and verbal communication skills
  • Proficient in Microsoft Office Suite and Microsoft Outlook. Working knowledge of FactSet database and analytics is helpful
  • Proactive and meticulous with strong attention to detail
  • Ability to multitask
  • Capability to identify industry trends and major events
  • The ability to consistently develop and clearly communicate buy and sell recommendations that are supported by a comprehensive and thoughtful research process are the hallmarks of the successful candidate
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15 Equity Research Analyst resume templates

1

Equity Research Analyst Resume Examples & Samples

  • Work and communicate with a global network of JPMIM analysts
  • Ability to deliver clear/concise investment recommendations under significant uncertainty
  • At least seven years of relevant experience analyzing companies in the Energy industry
  • Educational background: CFA
2

Am-equity Research Analyst Resume Examples & Samples

  • Research companies and industries. Cover the given universe of companies
  • Participate in managing regional and global analyst funds
  • Ability to distinguish between essential and nonessential information
  • Strong spreadsheet modeling skills
  • Excellent oral and written skills. Ability to work effectively with colleagues based in New York, London and Tokyo
  • At least seven years of relevant experience analyzing companies in the Healthcare industry
3

Equity Research Analyst Resume Examples & Samples

  • Conduct company fundamental research within specified sector responsibilities, primarily within US Equity Sectors
  • Make recommendations on securities to be included in unit investment trust portfolios
  • Monitor and analyze market, economic, and industry trends and an ability to convey opinions verbally or in written form
  • Monitor and supervise existing portfolio positions for adherence to investment objectives or changes in investment dynamic
  • Support the distribution team efforts by assisting with client conference calls, answering portfolio questions, and providing training on new or existing product launches
  • Contribute to new product development research and proposals
  • 2-5 years of experience conducting fundamental research in an investment management or financial services environment, with focus on US equities
  • CFA or progress toward a CFA highly desired
  • Experience with other asset classes, including fixed income, and closed end funds would be interesting, but must have demonstrated passion with picking stocks
  • Bloomberg and/or FactSet experience highly desired
  • Will need to acquire Series 7 and 66 FINRA license if candidate does not already posses these licenses
4

Senior Equity Research Analyst Resume Examples & Samples

  • Identify, support and maintain critical data and functionality on the Bloomberg terminal
  • 5+ years of equity research experience, specializing in the Paper & Packaging Sector
  • Excellent oral communication and presentation skills
  • CFA designation and/or MBA degree is preferred
5

Equity Research Analyst Resume Examples & Samples

  • Work closely with Industry senior analysts to coordinate analysis of companies
  • Collaborate with other research product teams, including Legal, Government, Credit and ESG for company specific and thematic analysis
  • 2-5 years of equity research experience, specializing in the Healthcare sector
  • Bachelor's degree or equivalent experience
6

Equity Research Analyst Resume Examples & Samples

  • Develops sources of research information on assigned industries and/or companies in the specific industry /coverage area
  • Prepares regular written research reports summarizing findings of analysis including estimates of expected current year-end business results
  • Makes presentations to clients, industry groups and internal departments. Develops and distributes written materials and reports
  • Experience covering the LatAM Food & Beverages sector
  • Previous experience managing at least 1 Associate
7

Junior Equity Research Analyst Resume Examples & Samples

  • Primarily support Portfolio Manager in his coverage of the Energy and Materials sectors. Additionally, smaller discrete projects for other team members
  • Draft reports/notes on new and existing positions
  • Collect and synthesize financial, industry data
  • Sit in on meetings with management teams to build stronger understanding of underlying industry, competitive dynamics, business drivers, and strategic direction
  • Pre-MBA role with ~2 years of financial experience in investment research, investment banking, etc
  • Outstanding analytical and organizational skills
  • Passion for fundamental investing
  • Ability to synthesize and communicate large amounts of information in succinct manner
8

Bloomberg Intelligence Equity Research Analyst Banking Sector Resume Examples & Samples

  • 5+ years' experience working as an Equity Research Analyst covering the APAC Insurance or Banking sector
  • Sell-side or buy-side Research Analyst or Associate experience preferred
  • Knowledge of advanced concepts, practices, and procedures of finance and accounting
9

Equity Research Analyst Resume Examples & Samples

  • Generate research reports to assist clients in making investment decisions
  • Build and run financial models and provide market analyses
  • Maintain database information
  • Assist with (or lead) client presentations and briefings
  • Assist in building our client base and revenue over time
  • At least 2 - 3 years relevant experience in the financial industry (investment banking, equity research or investment management fund preferred)
  • Solid Excel/PowerPoint skills
  • Some writing experience in the form of published analyst research, preferably in English and covering A-Shares
  • Capability to identify industry trends and major events
  • Good verbal and written skills in English and good communications skills
  • Proactive and meticulous with strong attention to detail
10

Major Pharma & Biotech Equity Research Analyst Resume Examples & Samples

  • Perform complex financial modeling & valuation work
  • Write regular industry and company reports and company launch initiations fromscratch
  • Evaluate medical literature/studies to opine on therapeutic/marketopportunities
  • Develop databases integral to our research product
  • Build relationships and facilitate information flow with contacts at coveredcompanies
  • Attend medical meetings and interact with key opinion leaders
  • Closely follow and understand market, industry and company specific activity,and relay to analyst when traveling
  • Interact regularly with clients.Qualifications
  • Experience in Pharma, Biotech and/or Medical devices required ·The candidate MUST be able to thrive in a fast-paced and intense environment ·Strong writing and spreadsheet skills. Must be an expert at MS Word and MSExcel ·Must enjoy working in industry databases and websites, and performing desktopand field research ·Must have excellent communication skills, written and verbal ·Must have strong attention to detail, ability to multi-task ·Must work well in a collaborative team environment ·Relevant experience in sell-side research and/or banking ·MD or PhD preferred
11

Junior Equity Research Analyst Resume Examples & Samples

  • Perform channel checks in applicable stores to determine markdown depth, breadth and general condition of the store
  • Be able to write and present a view of the industry and translate that into a financial outcome for the stocks or the sector
  • Write regular industry and company reports and company launch initiations
  • Build relationships and facilitate information flow with contacts at covered companies
  • Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
  • The candidate MUST be able to thrive in a fast-paced and intense environment
  • Areas of interest must include Accounting and Finance
  • Along with Finance and Accounting, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Must work well in a collaborative team environment
12

Equity Research Analyst Resume Examples & Samples

  • Conduct financial statement analysis build and maintain financial models to evaluate historical information and generate forecasts
  • Write research reports on UK listed companies analysing factors such as business development, trends, opportunities and valuation
  • Individual stock coverage will be a near term priority in the role with the level and speed of coverage depending upon experience
  • Remain current on market developments to help frame investment views and strategies
  • Perform risk analysis and measurement
13

Am Equity Research Analyst Energy Resume Examples & Samples

  • Research the Energy industry and collaborate with buy-side colleagues to build an Energy framework and supply/demand model
  • Research and analyze the given universe of companies, including large-cap E&P companies
  • Make relative valuation comparisons and investment recommendations to portfolio managers
  • Buy-side experience preferred
  • At least ten years of relevant experience analyzing companies in the Energy industry
14

Bloomberg Intelligence Equity Research Analyst Industrials Resume Examples & Samples

  • Facilitate research and analysis between all relevant Bloomberg analysts, including those at Bloomberg Intelligence, Bloomberg Government and Bloomberg BNA
  • Manage earnings cycle, including previews and reviews
  • Interact with investors, industry contacts, investor relations personnel, and senior management at target companies
  • Substantial experience in Equity Research, specializing in the Industrials Sector with a focus on machinery
  • Experience interpreting financial statements and performing quantitative financial analysis
  • Strong organization skills and capable of handling multiple projects
  • Marketing or business development experience is preferred
  • Knowledge of the Bloomberg Terminal would be beneficial
15

Equity Research Analyst Resume Examples & Samples

  • Financial statement analysis, build and maintain financial models, generate forecasts
  • End market and in depth industry analysis, develop investment theses
  • Risk analysis
  • Service internal and external clients
16

Equity Research Analyst Gaming & Lodging Resume Examples & Samples

  • Conceptualize, construct and maintain research dashboards
  • Write research on a regular basis, including Industry Primer and Themes & Issues reports, and communicate it to relevant Bloomberg terminal clients via phone calls, in-person meetings, and online chat
  • Create and manage partnerships with key external market professionals, including clients and prospects, to identify additional commercial opportunities
  • Bachelor's Degree in Business, Finance, Accounting or related discipline or equivalent experience
  • Exceptional primary research and writing skills
  • Experience interpreting financial statements and performing quantitative financial, cash flow, and liquidity analysis
  • Self-starter, independent thinker and collaborative team player
17

Equity Research Analyst Resume Examples & Samples

  • Serves as Bloomberg's liaison with major industry trade groups
  • 5+ years of equity research experience, specializing in the Gaming & Lodging sector
  • Sell-side or buy-side Research Analyst experience preferred
  • Marketing or business development experience
  • Knowledge of the Bloomberg Terminal a plus
18

Equity Research Analyst Resume Examples & Samples

  • Perform extensive research and analysis, building a detailed understanding of the subject - be it industry, organization, private or publicly traded equity and debt, real estate and other investment opportunities
  • Synthesize research findings to develop valuable insights and recommendations for the CEO and executive team
  • Proactively recognize investment opportunities through overlapping interests with individuals and organizations from research performed
  • Use creative problem solving to address complex issues
  • Produce effective written and oral presentations of information for both internal and external audiences
  • Manage multiple projects and tasks simultaneously
  • Monitor and report on investment post-funding
  • Related activities to support the success and productivity of the CEO and executive team
  • Bachelor’s degree in Finance, or a related field
  • 1 to 5 years of experience conducting public equities research and analysis
  • Experience utilizing CapIQ, Bloomberg, and/or Reuters
  • Resilient and mature personality with the patience to communicate diplomatically with top-level executives
  • MBA from an accredited institution
  • CFA or progress towards
19

Equity Research Analyst, Small Resume Examples & Samples

  • At minimum of 3 years equity research experience in the A-Share market
  • Experience in English report writing in the form of published analyst research
  • Fluency in both spoken and written Mandarin and English
20

Asian Equity Research Analyst Resume Examples & Samples

  • Analyze financial information relating to specific companies in Asia Pacific, e.g. company results, profit and loss and cash flow statements
  • Communicate regularly with the management of the companies and their investor
  • Relations team
  • Keep up-to-date with market developments, new investment products and all other
  • Areas that can affect the markets
  • Consider how the economic implications of news and factors might affect the
  • Performance of the companies
  • Make informed recommendations to fund managers and investment advisors, including
  • Updating all stakeholders on investment ideas and summaries of research
  • Ensure recommendations meet compliance regulations
  • Conduct presentations on high-conviction equity ideas in firm-wide meetings
  • Maintain regular communication with clients by telephone, email and in person
21

Equity Research Analyst Resume Examples & Samples

  • Bachelor's degree in Finance ore related field. CFA and or MBA preferred
  • Minimum 5 years of direct experience in primary company research and equity recommendation process; strong industrials secto knowledge, including 2 years of analytical experience covering Utilities sector
  • Key skills required include financial modeling, industry, product and regulatory environment analysis, report writing and communicating with portfolio managers in all offices
22

Equity Research Analyst Resume Examples & Samples

  • Conduct independent research by speaking with company management and industry contacts
  • Compile data from multiple sources and develop detailed financial models on covered companies
  • Initiate and maintain written and verbal communication with portfolio managers
  • Bachelor's degree, MBA and/or CFA highly recommended
  • 3-7 years of equity research experience, preferably with a focus on small-cap consumer- oriented companies
  • Fundamentally sound and easily articulated investment process
  • Ability to build and maintain detailed financial models
  • Strong understanding of securities and investment process. Excellent communication skills, both verbal and written
23

Equity Research Analyst, Tokyo Resume Examples & Samples

  • Analytical ability: BA level or better. Basic understanding of accounting (ability read financial statements)
  • Native level of Japanese (speaking / writing) are required
  • Computer Skills: Expertise in spreadsheets, Powerpoint and Word
  • Strong academic record; strong recommendations from colleagues, references
24

Analyst, Equity Research Analyst Resume Examples & Samples

  • Responsible for China stock analysis and investment recommendations with robust knowledge of stocks in the universe as a minimum
  • Undertake robust and rigorous research and analysis on Chinese companies
  • Recommend and share investment ideas for Chinese equities to other investment professionals within the Asian equities team
  • Provide macro-economic views and insights as well as opinions on the outlook for equities and key and pertinent market drivers from top-down and bottom-up perspectives
  • Partner closely with the rest of the Asian equity team and build close working rapport. Contribute to the broader alpha generation of the team
  • Be an ambassador for the Asian equity team
  • Preferably 2-4 years’ experience in financial related field, especially equity research or investment banking with preference for China A-share coverage
  • China A-share licensing / registration is a positive
  • Proven research and analytical capabilities
  • Proven portfolio management skills preferred
  • Effective team player
  • Ability to work under pressure, multi-task
  • Conscientious with attention to detail
  • Ability to speak/read/write Mandarin is essential; native fluency preferred
25

Cib-equity Research Analyst Resume Examples & Samples

  • Be accessible and proactive with clients and their needs. Provide outstanding internal sales and trading coverage
  • Build foundation of trust with clients/internal parties by demonstrating an understanding of their needs, clearly articulating ideas
  • CFA/CPA a plus
  • Understanding of/experience with economic/strategy research a plus
  • Ability to discuss in detail your knowledge of the current market (including trends) for equities
  • Ability to discuss in detail your understanding of how to create new analytical approaches and devise new frameworks for seeking out market opportunities
26

Equity Research Analyst Resume Examples & Samples

  • At least 5 years previous experience within the global equities research industry
  • A demonstrable interest in sustanability
  • CFA Qualification preferred
  • Strong academic background, with preferably a first-class honours degree from a top 10 university
27

CIB Equity Research Analyst Resume Examples & Samples

  • The candidate should have 1-2 years of experience (preferably in research or investment banking). An advanced level of proficiency in Excel and financial modeling are expected
  • Candidates should be adaptable and have the ability to work well under pressure in a sometimes-intense environment, and should also be able to work independently to produce accurate, detailed materials while meeting tight deadlines
  • The ideal candidate should be eager to learn, be self-motivated, and have a passion for the markets. Strong oral and written communication and “people” skills are a must. Intellectual curiosity, a strong work ethic and a team player mentality are desired attributes
28

Cib-equity Research Analyst Resume Examples & Samples

  • Building upon your base knowledge to formulate well thought-out hypotheses; proactively building out a network of information sources which you incorporate into your analysis
  • Demonstrates creativity in solving problems. Always looks for new ways of doing things
  • Thoroughly understands drivers of relevant markets and can explain and anticipate market movements
29

Senior Equity Research Analyst Resume Examples & Samples

  • Have at least 5 years' equity research experience
  • Be highly numerate, with exceptional quantitative, financial analysis and modelling skills
  • Have developed strong knowledge and understanding of the basic materials / commodities sector
  • Be able to build good relationships and enjoy communicating at all levels with corporates, clients, sales and research teams
  • Have fluency in spoken and written English and Mandarin
30

Lead Equity Research Analyst Resume Examples & Samples

  • Fundamental analysis of entities within the Financial Institutions, including banks and insurance companies covering equity valuation, credit profile, business analysis, capital structure and profitability using the different analysis framework
  • Writing end-to-end research reports on companies that includes through analysis of business drivers, macro events, sectorial and regulatory developments, competitive positioning and relative study of peers
  • Creating and generating innovative and successful investment ideas and solutions for clients
  • 5-7 years of professional experience in either of equity/ credit research, corporate fundamental research, strategy consulting, economic research
  • Native level fluency in written and spoken Japanese and Business level English
  • MS skills- PowerPoint, excel
  • Understanding and involvement in financial markets
  • Good organizational, presentation and time management skills, and the ability to meet tight deadlines in a fast-paced environment
31

Equity Research Analyst Resume Examples & Samples

  • 5-7 years equity research experience, preferably gained on the buy-side
  • Minimum 2:1 Degree from a top university (Preferably Russell Group)
  • CFA Qualification strongly preferred
  • Excellent Microsoft Excel skills
32

Equity Research Analyst Resume Examples & Samples

  • Strong analytical skills, cash flow analysis and financial statement analysis experience
  • Interest in analytical and research work
  • Excellent Financial Modelling Skills
  • PC Skills (Required - Word, EXCEL and Power Point)
  • Experience in equity research not mandatory (but a plus)
33

Equity Research Analyst Resume Examples & Samples

  • Working in partnership with Senior Analyst and team to perform equity research and analysis of publicly traded companies in the Real Estate sector
  • Creating financial models and conduct financial statement analysis to forecast profit and determine valuation
  • Drafting individual company and sector-wide research reports
  • Analyzing industry data to describe current and long-term trends in the Real Estate sector
  • Responding to ad-hoc requests
34

Equity Research Analyst Resume Examples & Samples

  • Write well and produce industry and company reports and company launch initiations from scratch
  • Participate and contribute to client meeting and events
  • Closely follow and understand market and communicate effectively with internal counterparts
  • The candidate must be able to thrive in a fast-paced and intense environment. Analyst/Associate level preferred
  • Major(s) and areas of academic excellence must include Accounting and Finance
  • Strong writing and spreadsheet skills. Must be fluent with MS Word and MS Excel
35

Equity Research Analyst Resume Examples & Samples

  • Conduct financial statement analysis, build and maintain financial models to evaluate historical information and generate forecasts
  • Write research reports on listed property companies with Buy/Neutral/Sell recommendations, analysing factors such as business development, trends, opportunities and valuation
  • Individual stock coverage will be a near term priority in the role with the level and speed of coverage depending upon experience and talent
  • Remain current on market themes to help frame investment views and strategies
  • Respond to ad-hoc requests, using initiative to find answers
  • Pitch investment ideas to team, and internal/external clients
  • Liaise with the team's offshore associates
  • Help to incorporate new UBS research initiatives into team output (e.g. Evidence Lab, Thesis Map)
36

Healthcare Equity Research Analyst Resume Examples & Samples

  • This role will engage data analysis and summary to describe current and long term trends in the sector as well as engage in financial modeling and financial statement analysis of specialty companies
  • You will also design and implement financial models for generating earnings estimates utilizing historic and projected information concerning valuation and risk management strategies
  • Last but not least, you will also be responsible for providing investment recommendations based on risk assessment of short and long-term prognosis of individual companies and prepare statistical exhibits and conduct presentations for senior management officials and clients
37

Equity Research Analyst Resume Examples & Samples

  • An understanding of valuation and the challenges involved in assessing intangibles
  • A broad understanding of the different drivers in different sectors (in the context of a framework like the Porter competitor analysis)
  • Good team working and networking skills so that sector expertise in the broader Research department can be leveraged
  • Comfortable with excel, DBAccess, and RAP or likely to get there reasonably easily
  • A specialist knowledge of "ESG" is not a prerequisite for success, but, interest in the area or aspects of it together with a willingness to accept (and develop) new ideas are needed
  • Candidates with an engineering or science background are likely to find this sector very exciting
38

Equity Research Analyst Resume Examples & Samples

  • Responsible for analysis and ranking of investment managers. Analysis of money managers, across investment style (value, growth, market oriented, etc.), subject to peer review, and will be accountable for the investment performance basis over a rolling 1 and 3 year period
  • Actively engaged with Russell’s Emerging Markets portfolio management team, communicating on conditions/risks/opportunities within the equity market as well as opinions on investment managers
  • Develop investment analysis relevant to members of the Emerging Markets equity team while providing useful feedback and participating in discussions regarding analysis produced by other members of the team. Examples of this analysis will include capital markets, investment factors, style analysis, etc
  • Contribute qualitatively and quantitatively to Investment Division and manager research team initiatives
  • Minimum of 4+ years’ experience within the money management or investment consulting industries
  • Minimum of 2+ years’ experience on Emerging Markets research with market and manager knowledge
  • Knowledge of key equity portfolio characteristics
  • Knowledge of active equity investment strategies
  • Experience with investment analytics systems (FactSet and eVestment) is a plus
39

Equity Research Analyst Resume Examples & Samples

  • Performs quantitative and qualitative research on various securities (primarily domestic common stocks), for use in client accounts managed by IA Division Portfolio Managers and in the IA Division High Conviction Portfolio
  • Has responsibility for research coverage of one or more sectors of the equity markets, and has developed a depth and breadth of knowledge of the industries, companies, and stocks in those sectors
  • Keeps the IA Portfolio Managers and Director of Research informed of the trends of business conditions and/or other issues that could affect the domestic capital markets and individual stock prices
  • This position is responsible for the generation of research reports supporting the analyst#s stock recommendations. These reports are for use by the IA Division Portfolio Managers and by the IA Division Director of Equity Research
  • May occasionally present findings to additional internal and external constituencies including the media
  • This position helps manage client assets via model portfolios and/or mutual fund
  • Some special project work as assigned
  • May occasionally have some supervisory and/or coaching responsibilities for equity research associate(s)
  • CFA designation required
  • Strong written, verbal and presentation skills necessary
  • At least five to seven years of investment industry experience required
  • At least two years of investment research experience (preferably in equities) required
40

Cib-equity Research Analyst Resume Examples & Samples

  • Direct stock coverage within the Emerging Companies team
  • Responsible for initiations reports on companies not currently covered by J.P. Morgan
  • Valuation, modelling and financial analysis of a range of companies and sectors
  • Writing research notes, in-depth reports, and presentations
  • Be highly proactive with clients; in particular being attentive and anticipatory to their needs
  • Strong tertiary qualifications in Economics, Finance or a related discipline
  • At least five years of equity research or related experience in an investment banking environment
  • Outstanding communication skills, with an ability to produce high quality written reports and deliver effective group presentations
41

Cib-equity Research Analyst, Healthcare Resume Examples & Samples

  • Distinguish whether or not news/data is already priced into a security and make a call with conviction even in the face of changing conditions or conflicting pressures
  • Call trends before competitors, be a sounding board for top clients
  • Conceptualise and design new modeling paradigms or model-based frameworks for particular markets and market opportunities
  • Communicate your team's ideas to internal and external parties; tailor your communications by client need/type
  • Understands the firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies
  • Build a foundation of trust with clients/internal parties by demonstrating an understanding of their needs, clearly articulating ideas
  • Prepare presentation materials and participating in deal pitches where appropriate
  • A tertiary qualification in a relevant discipline
  • Demonstrated knowledge of the current market (including trends) for the Healthcare sector
  • Detailed understanding of the implications of news on a variety of asset classes and for different classes of investors
  • Proven ability to create new analytical approaches and devise new frameworks for seeking out market opportunities
  • Demonstrable written and spoken presentation skills such that presentations have maximum impact on audience
  • An understanding of how to build a strong talent pipeline; identify and retain strong performers
42

Equity Research Analyst Resume Examples & Samples

  • 2-4 years of related accounting experience
  • Ability to multitask
  • CPA
  • Strong academic record
43

Am-equity Research Analyst Resume Examples & Samples

  • Performing thorough fundamental analysis of a company’s business and financial position, the quality of the franchise, the sustainability of its competitive advantage and growth potential
  • Focusing on gaining a differentiated fundamental perspective on companies by conducting independent research by examining SEC filings, historical financial statements, examining appropriate industry data, speaking to industry contacts, designing surveys, attending industry conferences/trade shows, and meeting with management teams
  • Building and maintaining financial models to estimate future earnings, cash flow potential, and an appropriate valuation framework
  • Identifying important secular, cyclical, and other themes affecting industry market share and other key industry dynamics
  • Identifying companies and producing investment recommendations within a broad coverage universe consistent with the team’s investment philosophy and process
  • Initiating and maintaining written and verbal communication with the Senior Analysts and Portfolio Managers
  • Building and maintaining industry-level data and performance analyses for Senior Analysts and Portfolio Managers
44

Equity Research Analyst European Technology Hardware & Payments Resume Examples & Samples

  • Conduct in-depth strategic and financial analysis of the Payments, Semiconductor and Telecom Equipments industries as well as specific companies
  • Publish in-depth and insightful company and sector research reports
  • Build and update company and sector models as well as financial forecasts
  • Communicate fundamental views on and off paper in an articulate, confident and concise manner
  • Interface with counterparties at companies such as Investor Relations, the Bank’s internal sales and trading desks as well as external ‘buy side’ clients
  • Liaise with and manage the team’s offshore support analysts on specific projects in order to drive maximum team efficiency
  • Support corporate access initiatives by helping to organize and attending thematic conferences and investor events as well as company roadshows
  • Take part in external conferences, forums and expert interviews in order to stay abreast of industry trends and help expanding the team’s network of industry contacts
45

Equity Research Analyst Resume Examples & Samples

  • Initiate, perform and maintain high-level fundamental analysis of Australian listed small-mipcap stocks, and marketing the ideas to institutional investors
  • The approach will be to discover alpha generating ideas from the ground up, include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry and macroeconomic trends
  • Developing and maintaining close relationships with institutional investors and listed and unlisted companies
  • This is an opportunity for extensive stock coverage and increased internal and external exposure. We expect you to forge deep ongoing relationships with Portfolio managers and Analysts by adding value to their investment process
  • Diligently remain appraised of company and industry trends
  • Be proactive to identify other opportunities to cover a range of stocks to continue to build out the franchise
  • Researching and writing reports with a company or sector specific focus
  • Genuine and demonstrable passion for equity analysis and investment markets
  • Proven judgment in the field of security analysis
  • A minimum of 3 years of relevant experience in the financial services industry
  • Ability to form and express clear investment views across a range of companies and industries
  • Strong analytical/financial modeling
  • Strong spreadsheet skills and conversant with software such as Bloomberg and Microsoft office
  • Relevant tertiary studies
46

Financials Equity Research Analyst Resume Examples & Samples

  • 10+ years’ Research analysis experience; minimum of 2 years’ experience with financial modeling and/or forecasting
  • Experience in the specific coverage sector
  • BA/BS degree in Finance, Economics or related field of research
  • NASD Series 7 and Series 63 registered
  • Prior experience covering or working in the LatAm sector preferred
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Senior Equity Research Analyst Banking Resume Examples & Samples

  • Listening to and summarizing investment conference calls
  • Conduct financial modeling and valuation of stocks for different markets, including A-share and H-share
  • Conduct industry research and company research in banking sector
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Senior Equity Research Analyst Resume Examples & Samples

  • Collecting financial data using on-line and other sources and coordinating and maintaining databases
  • Initiate research report on stocks, including growth prospects and competitive positions of the target companies
  • Follow the earning calendar of the companies and update the financial models and reports
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Internet Equity Research Analyst Resume Examples & Samples

  • MBAs or undergraduates (2-4 years of post-college experience) with a focus in finance, preferably with equity research/buyside/investment banking experience
  • Experience building financial models
  • Bachelor degree and track record of academic success required
  • Ability to work with others
  • Comfortable taking on multiple initiatives
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Equity Research Analyst Resume Examples & Samples

  • 3-5 years equity research related experience
  • Solid quantitative background
  • Experience with Capital IQ and Bloomberg
  • Advanced excel skills
  • Ability to multi-task and adhere to strict deadlines
  • Strong rate of accuracy and attention to detail
  • Must work well in a team based environment
  • Use financial market databases (Bloomberg, Capital IQ), software and other resources to assist in sourcing, organizing, and analyzing company/market data to generate positive and relative outperformance for our clients
  • Help in research and gathering of information regarding business trends, company developments and the macro economic climate as it relates to Adroit’s current and potential holdings
  • Support client Portfolio Managers with any necessary analysis for client relationships
  • Provide support for modelling in Capital IQ, Bloomberg, and Thomson One
  • Assist Portfolio Managers with portfolio construction, monitoring, trading and re-balancing
  • Maintain quantitative models and screens and generate investment ideas
  • Day to day monitoring of portfolio holdings
  • Monthly portfolio performance and attribution analysis
  • Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
  • Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
  • Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
  • Accept responsibility and accountability for my actions and results
  • Make decisions guided by common sense and sound business judgement
  • Prepare and regularly review my annual goals and career development plan with my manager/supervisor
  • Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions
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Equity Research Analyst Resume Examples & Samples

  • Fundamental research across a variety of market capitalizations and industries
  • Written reports including an investment recommendation and thorough valuation analysis
  • Frequent communication with the ESG investment team and central research analysts who actively integrate ESG factors in their coverage
  • Generate new investment ideas as a supplement to central research coverage
  • Maintain coverage of a number of stocks held in the ESG portfolios and Sustainability Leaders Strategy
  • Attend and/or lead meetings with relevant company managements
  • Support the ESG team in a variety of non-research activities as needed, including travel and marketing
  • 3-5 years of research analyst experience, preferably incorporating ESG analysis
  • Experience analyzing companies with a sustainability theme preferred
  • Exceptional analytical skills and rigorous financial statement analysis
  • Ability to synthesize an investment opportunity in a timely fashion and reach a firm buy/sell conclusion
  • Ability to collaborate as well as work independently
  • Excellent communication skills; public speaking experience preferred
  • College degree required; MBA and/or CFA preferred
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Equity Research Analyst Resume Examples & Samples

  • Analyze potential investments for inclusion in Thornburg equity portfolios with a focus on emerging market equities
  • Evaluate macroeconomic fundamentals that could impact the investment such as interest rate policy, current account dynamics, and geopolitical concerns
  • Communicate portfolio considerations and investment updates in a clear and consistent manner to the broader investment team
  • Contribute to the overall portfolio construction and positioning of the emerging market strategies at Thornburg
  • 2-3 years of investment experience in emerging markets preferred
  • Bachelor degree required; MBA/CFA preferred
  • FINRA Series 7 and 63 preferred, or must be obtained within 1 year of hire
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Equity Research Analyst / Associate Resume Examples & Samples

  • Related experience within Investment Banking
  • Bachelors Degree in Finance, Economics or Accounting
  • Highly motivated with a strong willingness to learn and take on new challenges
  • Be extremely diligent, efficient and able to manage multiple conflicting deliverables including working under pressure
  • Strong communication skills (written and verbal) with strict attention to detail
  • Ability to work independently with attention to detail, organize and prioritize multiple tasks and meet deadlines
  • Proficient in Microsoft Word, Excel and PowerPoint
  • FINRA Licensed if any will be an added advantage
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Senior Equity Research Analyst Resume Examples & Samples

  • Responsible for analysis and ranking of investment managers. Analysis of equity managers, across investment style (value, growth, market oriented, etc.), subject to peer review, and will be accountable for the investment performance basis over a rolling 1 and 3 year period
  • Analysis of investment managers will incorporate quantitative analytics and qualitative insights gained from interactions with investment teams
  • The Senior Research Analyst is expected to engage regularly with the portfolio management team on manager selection and portfolio positioning. This will include informing portfolio manager of conditions/risks/opportunities within the equity market, regularly communicating opinions on investment managers, passive portfolio options (e.g. smart beta factor portfolios, etc.) and portfolio positioning
  • Perform investment analysis that will be impactful to Russell’s Canadian Equity funds. Also, participate in discussions and provide useful feedback regarding analysis produced by other members of the team. Examples of this analysis will include capital markets, investment factors, style analysis, etc
  • Provide timely, detailed, high quality documentation of manager research analysis written in a manner that is useful for consulting clients
  • Collaborate on manager research activities with other equity teams, such as US small cap or global equity
  • Contribute to Russell’s equity manager research initiatives both quantitatively and qualitatively helping to improve manager research across the organization
  • Contribute to broader Investment Division initiatives that involve colleagues outside of the Canadian equity team
  • Contribute to Russell's client service, marketing, and/or public relations
  • Bachelor's degree required in Business, Economics, Finance or related field; Master's degree preferred
  • Minimum of 5+ years’ experience within the money management or investment consulting industries. Candidates with 7+ years’ experience are preferred
  • Ability to function in a collaborative team environment where workload and ideas are shared broadly
  • Experience in a role that includes exposure to financial markets and investment instruments
  • Proficiency with Microsoft Excel is required
  • Experience with investment analytics systems (e.g. FactSet, Bloomberg, eVestment) is a plus
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Cib-grc Equity Research Analyst Resume Examples & Samples

  • Gathering and analyzing data from a variety of sources, including company reports, the internet, online databases and JPMorgan proprietary content
  • Building, maintaining and analyzing financial models of companies and industries; generating regular and one-off reports, graphs and datasets from these models, using a standard JPMorgan model format
  • Writing content (text, tables and charts) for company and industry reportsand presentations to be used internally and published externally by colleagues in other parts of global research
  • Maintaining regular contact with colleagues in the global sectors, taking part in conference calls and responding to project requests
  • Bachelor / Master degree in Management Studies or Finance / Accounting from a reputed college / institute
  • Good working knowledge of finance and accounting
  • Good knowledge of Excel, use of internet and standard MS Office suite
  • Good communication and team skills in a multi-location set up
  • Close attention to detail and ability to work to very high standards
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Equity Research Analyst Resume Examples & Samples

  • Generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks by meeting with top management of companies, industry experts, sell-side analysts and experienced colleagues
  • Create detailed financial projections for the companies and develop valuation analysis on the stocks to develop investment recommendations (versus sector, versus market) for the assigned stocks
  • Investigate stocks generated by the proprietary ranking process to identify potential to meet the fund’s key criteria of attractive valuation and future positive change
  • Identify stocks through Analyst’s own process of monitoring opportunities in his/her sub-sector area(s) by, for example, using screens, Fidelity research and sell-side research, and meeting with management teams
  • Maintain coverage of assigned sector stocks held in the sector portfolio, including: performing industry analysis -- monitoring trends and developing a view regarding the relative attractiveness of the assigned sub sectors; maintaining up-to-date recommendations and target prices; creating and maintaining proprietary financial models and valuation analysis; monitoring investment thesis to track progress of improving dynamics and other critical variables; conducting proprietary research; and collaborating with other Fidelity Analysts and supplementing their work in support of the assigned sub sectors
  • Communicate updates and recommendations to the sector team and broader Fidelity investment organization, including in-person discussions, supplemented by written reports, as needed
  • Demonstrated Expertise (“DE”) performing quantitative modeling and building supply demand models of consumer durable goods companies and sector performance, using Excel, Bloomberg, FactSet, Capital IQ, and Haver DLX
  • DE building financial valuation models, industry supply-demand models, and equity screening models, including analysis of impact of macro-economic factors and raw materials on demand, profitability, and returns
  • DE conducting interviews of C-level executives of publicly traded companies, industry experts, and industry participants -- competitors and suppliers -- to develop actionable investment insights
  • DE performing primary and secondary research to analyze consumer trends to project implications on financial results, and converting research results into and presenting written and verbal investment proposals within the consumer durable goods sector to portfolio managers
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Cib-equity Research Analyst Moscow, Russia Resume Examples & Samples

  • Model building/maintenance
  • Metals and Mining Sector and company focused background and specific research
  • Participating in companies management meetings / conference calls
  • Analysis of market trends and results of peer companies
  • Development of sector product
  • Bespoke projects for key clients
  • Idea generation and regular client contact
  • Companies and client visits
  • Strong analytical insight and spreadsheet modeling skills
  • Good understanding of financial statements, ability to spell key investment considerations and risks associated with it
  • Strong inter-personal and presentation skills, ability to work under pressure
  • Well organised with time-management skills, good attention to details
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Equity Research Analyst Resume Examples & Samples

  • A minimum of three years of relevant experience in an investment analyst role, preferably on the buy side
  • Rigorous, bottom-up fundamental approach to research
  • Independence of thought and curiosity about the world
  • Self-awareness and self-confidence to be comfortable “being wrong.”
  • Strong work ethic, attention to detail, and ability to work independently
  • Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment
  • Strong academic credentials, MBA/CFA preferred
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Equity Research Analyst Resume Examples & Samples

  • Candidates with Mandarin language proficiency (speak/read/write) and overall good communication skills. Mandarin proficiency is mandatory
  • Candidates with Good Financial Knowledge and excellent MS-Excel skills
  • Candidate should be a Quick Learner and an Independent thinker with the ability to handle work-pressure and take onus of deliverables
  • Candidates should have proactive approach towards work with ability to execute in time-critical situations
  • Ideal experience: 2-3 years and preferably worked with an Investment Bank or Financial Advisory or Private Equity or KPO or Captive Investment Bank etc
  • Candidates with Major/ Advanced Degree from a premier educational institution and with high GPAs will be preferred. CFA degree is a plus
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Equity Research Analyst Resume Examples & Samples

  • Take responsibility for the analysis of a list of stocks allocated by the Director of Research
  • Ramp coverage on those names within a time period agreed with the Director of Research
  • Use all sources available to formulate a view on the stocks under your assigned coverage. This would include sources within the company as well as other industry sources such as competitors and customers, and external sources such as sell-side brokers and third-party research providers
  • Maintain a current rating on each stock on the assigned coverage list. Ratings go from 1 (strong buy) to 5 (strong sell)
  • Publish regular reports on assigned stocks
  • Communicate your views to PMs via written reports, voice mails, emails, and face to face meetings
  • Host company meetings on companies on your list for PMs when appropriate
  • Provide industry updates on the industries under your assigned coverage
  • Maintain a notional paper portfolio comprised of the stocks on your assigned coverage list
  • Assist with hiring new staff, mentoring colleagues and maintaining general corporate morale and direction as required by Director of Research
  • MBA/CFA or relevant degree
  • 8+ years relevant experience a plus
  • Excellent financial analysis skills
  • Strong written and verbal communication capabilities
  • Highly motivated, able to think logically, critically & quickly
  • Able to work both independently and as part of a Research/Investment team
  • Japanese and English fluency written and spoken
  • Avidly interested and have a passion for the stock market and has demonstrated this interest through either previous work or personal investment
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Equity Research Analyst Resume Examples & Samples

  • At least 7-10 years of fundamental equity research experience on the buy-side is required 2.Deep and extensive knowledge of the US Financial Services sector
  • A demonstrable track record of success in generating alpha through stock selection
  • Comfort with using a quantitative screen to help focus research efforts
  • Strong written and oral communications skills with the ability to communicate in a timely and investment-relevant manner
  • Demonstrated understanding of financial statements and models
  • MBA is a plus but not required
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals
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Equity Research Analyst Resume Examples & Samples

  • The analyst will be expected to assume coverage of the firm’s existing equity holdings in the assigned GICS sector(s) and to generate new investment ideas in those sectors
  • On an ongoing basis, the analyst will need to stay up-to-date with news stories, earnings reports, etc. on all of the companies in their coverage universe
  • The analyst will be required to have a broad understanding of economic data and developments from around the world, understand the firm’s strategic asset allocation guidelines and the positioning of the managers on its investment platform, and assist with the preparation of written communications that are sent out to clients
  • The analyst will be expected to work as part of the firm’s Research Team that reports directly to the Chief Investment Officer
  • Perform duties & responsibilities specific to department functions & activities
  • Performs other duties & responsibilities as required or assigned by supervisor
  • Bachelor’s degree, preferably with a focus on finance, accounting or economics
  • Advanced Microsoft Excel and Powerpoint skills
  • A minimum of 2 years of investment experience
  • A demonstrated ability to be a strong writer and a good public speaker
  • A demonstrated ability to work as part of a team
  • NASD Series 7, 63, and/or 3 licenses
  • CFA charterholders or candidates
  • Detail oriented with desire to work hard in an entrepreneurial environment
  • Impeccable communication skills, both written and verbal
  • Mastery of essential knowledge in economics and finance
  • Knowledge of banking and wealth management products and services
  • Strong analytical understanding of the world's financial markets
  • Ability to prioritize and manage multiple responsibilities under pressure
  • Sound judgment and ability to reason
  • Passion for investment management
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Equity Research Analyst Resume Examples & Samples

  • Initiate internal coverage of several sectors including consumer retail, subscription services and restaurants
  • Conduct data driven research on public entities using diverse information sources including filings, news, market research and internal datasets
  • Model and analyze company financials
  • Work closely with data science and account management to support new sales and renewals from a research perspective
  • Support the investor client base to marry fundamental analysis with insights from both unstructured and structured data sets
  • Bachelors degree in economics, finance, business, accounting, STEM or related
  • MBA a plus
  • CFA a plus
  • Series 7 certification or related a plus
  • Strong qualitative and quantitative acumen combined with strong written and verbal communication skills
  • Ability to think broadly and creatively about a range of strategic issues affecting a business
  • Ability to make decisions under tight deadlines, at times with incomplete information
  • 3 years of experience as a quantitative driven fundamental equity analyst at a buy-side or sell-side financial institution
  • 1+ years’ experience with programming and databases. SQL / Python / R
  • Familiarity financial analysis, model building, DCF analysis, comps, M&A analysis, GAAP and sell side reports
  • Complete fluency with Excel including pivot tables
  • 1+ years of experience with Bloomberg or similar system
  • In-depth exposure to a specific industry via monitoring company, news, and events
  • You should possess a passion for the equity markets and the global financial markets broadly
  • Experience with consumer-related sectors such as e-commerce, retail, restaurants and subscription based services is a strong plus
  • Proven ability to work well on teams, self-motivated, showing initiative, a positive attitude and willingness to work hard
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Equity Research Analyst, Tokyo Resume Examples & Samples

  • Immediate relevant skills are not required
  • The candidate needs to have analytical and quantitative skills
  • Minimum Bachelors Degree required
  • High degree of initiative, creativity, attention to detail and accuracy required
  • 1-3 years minimum professional work experience
  • Native level Japanese with Business level English
  • Basic JGAAP/USGAAP Accounting skills
  • Basic statistics skills
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Equity Research Analyst Resume Examples & Samples

  • Work in partnership with the senior analyst to conduct extensive company and industry research
  • Write company reports, industry reports and investment recommendations
  • Meet with company management teams and interview company customers, suppliers and competitors
  • Contingent upon developing industry expertise and familiarity with the coverage universe, additional responsibilities include marketing investment ideas and investment research to our institutional sales force and institutional investors
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Equity Research Analyst Resume Examples & Samples

  • Able to travel
  • Possess strong analytical and communication skills
  • Ability to work under pressure and to time constraints
  • Possess exceptional analytical, organizational and quantitative abilities as well as polished communication and interpersonal and team skills
  • Demonstrate the maturity and confidence to engage with senior level company management
  • Must be intellectually curious about companies and markets, and have high levels of motivation, creativity and initiative
  • An unflagging enthusiasm for discovering new investment opportunities and genuine enthusiasm are critical for success in this role
  • The ability to consistently develop and clearly communicate buy and sell recommendations that are supported by a comprehensive and thoughtful research process are the hallmarks of the successful candidate
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Equity Research Analyst Resume Examples & Samples

  • Take responsibility for the analysis of a list of stocks allocated by the Director of Research; typically such a list will comprise 25-30 names
  • Ramp coverage on those names within a time period agreed with the Director of Research; typically within 12 months
  • Provide an industry update annually on the industries under your assigned coverage
  • Assist with mentoring colleagues and maintaining general corporate morale and direction as required by Director of Research
  • Undergraduate degree. MBA qualification is highly desirable
  • At least 7 to 8 years of relevant experience in the financial industries
  • Excellent financial analytical skills
  • Fluent spoken and written Japanese and English
  • Must have a valid visa to work in Japan
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Equity Research Analyst Resume Examples & Samples

  • Conduct primary research on the broader industry and specific companies through customer due diligence, earnings calls, company visits, industry conferences, and sell-side events
  • Maintain coverage of assigned sectors and stocks and make buy/sell recommendations to the portfolio management team
  • Conduct detailed valuation analysis on selected companies to arrive at price targets on existing holdings, and pricing discrepancies on prospective holdings
  • Accurately assess market expectations by identifying consensus views on stocks and industry
  • BA/BS MBA and/or CFA are a plus
  • 7-10 years of dedicated equity research analyst experience for an institutional financial services firm
  • Comprehensive understanding of financial statements
  • Ability to create detailed earnings models and written reports to support stock rankings
  • MBA/CFA
  • Buy side experience preferred
  • Experience as a buy side Energy Equity Analyst strongly preferred
  • Experience working on long/short portfolios
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Senior Equity Research Analyst Resume Examples & Samples

  • Independently analyze industry macro trends and company financials in Latin America, affecting the financial sector
  • Build and maintain financial models and industry databases insuring correct and up-to-date information for research reports that are distributed to internal/external clients
  • Review business and trade publications, annual reports, financial filings and other sources in order to gather, synthesize and interpret data on companies to be covered
  • Be responsible for writing and publishing research reports as well as communication recommendations to sales, trading and clients
  • Develop marketing materials for clients, meet with management teams of companies and attend industry conferences
  • Involves frequent travel to visit management of covered companies, as well as clients in the Americas and Europe
  • 2+ years sell side research or investment banking experience
  • 2+ years of experience demonstrating clear understanding in business modelling and financial statement analysis
  • Demonstrated knowledge of Latin American Banks
  • Strong PC literacy or demonstrated aptitude to learn quickly