Equity Research Associate Resume Samples

4.8 (53 votes) for Equity Research Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the equity research associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
PD
P Dickinson
Paula
Dickinson
1615 Brionna Ridges
Houston
TX
+1 (555) 608 5490
1615 Brionna Ridges
Houston
TX
Phone
p +1 (555) 608 5490
Experience Experience
New York, NY
Equity Research Associate
New York, NY
Purdy-Rodriguez
New York, NY
Equity Research Associate
  • Make field trips, interview company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities
  • Participate in company management interviews and communication to develop and maintain sources of information
  • Develop and maintain relationships with investor relations personnel and management of companies under coverage
  • Assists in development of financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
  • Assist in the development of financial models
  • Assist in the development and detailed modeling of company specific financial models
  • Assist in the development and maintenance of detailed financial models
Boston, MA
Equity Research Associate, Internet
Boston, MA
Hudson, Rau and Williamson
Boston, MA
Equity Research Associate, Internet
  • Provide primary analytical support for the Senior Analyst covering the space
  • Working knowledge of Microsoft products (Excel, Outlook, PowerPoint and Word)
  • Perform financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage
  • Monitor and evaluate company news and events
  • Interact with company management, internal sales force, and institutional investors
  • Gather and analyze data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services
  • Perform other related duties, as assigned
present
New York, NY
Equity Research Associate, Pharma & Biotech
New York, NY
Prohaska Group
present
New York, NY
Equity Research Associate, Pharma & Biotech
present
  • Analyze individual Biotechnology companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Prepare regular written research reports that summarize the findings of analysis, including estimates of expected current year business results
  • Write comprehensive research reports and present findings; draft reports/ notes on relevant investment themes, events, and breaking news
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research in the biotech sector
  • Contribute to building valuation models
  • Organize physician calls for investors and investor events
  • Write notes in response to daily news flow; keep the Senior Analyst up-to-date on important news; adjust financial models and files to reflect latest information
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Iowa State University
Bachelor’s Degree in Finance
Skills Skills
  • Ability to perform in a fast-paced, time-sensitive and dynamic environment while maintaining very strong attention to detail
  • Excellent organizational and communication skills. Detail-oriented, accurate, and reliable
  • Superior financial modeling skills and an attention to detail (solid knowledge of excel)
  • Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
  • Good verbal and written skills in English and good communications skills
  • Using technical/professional knowledge, interpersonal and sales skills to obtain customers' commitment to ideas, services, or products
  • Timeliness: the ability to respond to requests quickly while maintaining a perfectionist approach
  • Proactive and meticulous with strong attention to detail
  • Demonstrated ability to use good judgment
  • Proficient writing skills, including the ability to succinctly and clearly explain complex information
Create a Resume in Minutes

15 Equity Research Associate resume templates

1

Equity Research Associate Resume Examples & Samples

  • Respond to requests for information and analysis from clients, traders, institutional salespeople, company management teams, etc
  • Statistical analysis: Familiarity with basic and more sophisticated valuation methodologies
  • Writing: the ability to succinctly and clearly explain complex concepts
  • Timeliness: the ability to respond to requests quickly while maintaining a perfectionist approach
2

Equity Research Associate Resume Examples & Samples

  • Develop and enhance detailed company and asset-specific tax models
  • Maintain, develop and analyze data
  • Maintain and develop sector specific valuation tables and presentations
  • Analysis of financial statements plus company and industry specific data
  • Assist with writing company notes and thematic reports
  • Ability to anticipate and deliver opinions
  • Develop an expertise in the energy sector in general and in the oil and gas exploration and production space specifically
  • Timely delivery of research on a daily, monthly and quarterly basis
  • Undergraduate degree with a focus on Business, Finance, Geology or Petroleum Engineering
  • Strong financial and operational analytical skills with the ability to synthesize data points into trends
  • Strong accounting skills
  • Ability to commit to over and above regular work hours as required
  • Strong PC skills, specifically Excel, with ability to quickly learn new platforms
  • LI-MM2
3

Equity Research Associate Resume Examples & Samples

  • Responsible for creation of U.S. equity research from concept, to data analysis and written prose
  • Research topics likely to include
  • Earnings
  • Valuations
  • Sectors
  • Relationship between U.S. equities and other markets
  • Corporate behavior (i.e. historical spending and capex patterns)
  • Longer-term themes (i.e. impact of recent energy finds)
  • Regularly review market data and draw conclusions on the key themes impacting U.S. equities and other markets
  • Respond to ad-hoc requests on earnings, valuations and other financial metrics (i.e. aggregate balance sheet and income statement data for the S&P 500)
  • Strong quantitative skills (some programming preferred)
  • Familiarity with financial systems (i.e. Bloomberg, Factset, Haver)
  • Strong working knowledge of accounting concepts
  • Passion for economy and markets
  • Licenses: Series 7, 63, 86, 87
  • LI-JY1
4

Equity Research Associate Resume Examples & Samples

  • Develop an expertise in the Mining sector
  • Assist in the development and detailed modelling of company specific financial and reserve models
  • Support and answer client queries as they relate to the sector
  • Help maintain and develop sector-specific databases
  • No authorities to approve, recommend etc
  • This position supports the Senior Analyst
  • Licensing Requirements – FSA or by exemption (as applicable)
  • Undergraduate and/or graduate degree, preferably with a concentration in Business, Economics, Finance or a highly quantitative discipline
  • Solid writing skills
  • At least 2-3 years of overall work experience
  • Preferred one year of previous professional experience in the related sector
  • Ability to perform under pressure and meet time-sensitive deadlines, sometimes for extended periods of time
  • Good inter-personal skills and the ability to work and coordinate effectively within a team environment COMPETENCIES Behavioural
  • Deal with stressful situations and meet time deadlines
  • Ability to quickly summaries factual information and media release
  • Must be able to deal with internal professional staff and external institutional and corporate clients in a professional manner
5

Equity Research Associate, Reits Resume Examples & Samples

  • Understand the nuances of the industry
  • Bachelor’s Degree in Business, Statistics or Accounting required.MBA is a plus
  • Homebuilders experience
  • 2 to 3 years sell or buy side research experience, investment banking or industry experience
6

Equity Research Associate Resume Examples & Samples

  • Support the senior Healthcare Services analyst and team in detailed coverage of over 18 companies
  • The candidate will have a minimum of 2 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • The candidate would ideally have 2+ years of experience in Healthcare/Healthcare Services and more specifically knowledge of and interest in the industry
  • 2+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Candidates are expected to 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. Strong organizational skills, attention to details, ability to multi task, and superior time management skills are a must
7

Equity Research Associate Resume Examples & Samples

  • Financial modeling, including financial projections and cash flow analysis
  • Accounting knowledge
  • Knowledge of financial statements
  • Understanding of software and software markets
  • Work ethic
  • Ability to work in a team setting
  • Writing ability
  • Relevant experience therein
8

Equity Research Associate / VP-reit Sector Resume Examples & Samples

  • Prepare company and industry research reports under direction of a senior analyst
  • Create and maintain financial and industry models
  • May collect and process economic and statistical data using sampling techniques and econometric methods
  • Compile, analyze, and report data to explain economic phenomena and forecast market trends, applying mathematical models and statistical techniques, as it applies to real estate
  • Study economic and statistical data in area of real estate
  • Forecast supply and demand for real estate using statistical analysis and regression analysis
  • Assist in formulation of investment ideas within the REIT sector
9

Equity Research Associate, Product Management Resume Examples & Samples

  • 1) Proactively directing action-oriented research/content for various meetings
  • 2) Communicating ideas throughout the sales/trading network
  • 3) Coordinating US and global research marketing and products
  • 1) Morning Meeting facilitation
  • 2) Coordinate with the Analysts, Global Sector Marketers, Generalists, Sales Traders, Traders
  • 3) Engage in all Global Product Management Efforts
  • 4) Facilitate/encourage analyst break-ins on earnings, research notes, late-breaking items
10

Equity Research Associate Medical Technology Resume Examples & Samples

  • Successful candidates require a high level of curiosity, strong work ethic and motivation. Further, we are seeking
  • Academic excellence, a bachelor’s degree in Finance, Accounting or equivalent, and/or an MBA or CFA/CPA designation
  • Desired work experience includes equity research, management consulting, accounting, banking and/or IT services
11

Equity Research Associate, Pharma & Biotech Resume Examples & Samples

  • Analyze individual Biotechnology companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Write comprehensive research reports and present findings; draft reports/ notes on relevant investment themes, events, and breaking news
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research in the biotech sector
  • Interview physicians and company executives
  • Interact with the Firm’s institutional sales force and investor clients
  • Work closely with a senior analyst and collaborate with other members of the healthcare team
  • Advanced degree such as MBA desired; studies in science or medicine a plus
  • Prior experience with Business or Product Development at a pharmaceutical company preferred
  • Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends, e.g. implications from IMS data for prescription demand
  • Strong interpersonal relationship skills and style conducive to building relationships
12

Capital Markets Equity Research Associate Resume Examples & Samples

  • Create and maintain Excel financial models
  • Financial modeling: understanding of the three primary financial statements, how they relate to each other and how to build models in Excel to forecast key values
  • Computer skills: Proficient in Excel, Word and PowerPoint
  • Candidates must have a BA and/or MBA and (preferably) be in pursuit of CFA designation
  • Candidates should have Series 7, 63, 86 and 87 licenses
13

Equity Research Associate, Healthcare Resume Examples & Samples

  • Monitor and interpret major company developments and identify macro themes and trends affecting the Health Care sector
  • Interact with clients via the online messaging system (ADSK)
  • Develop and maintain relationships with internal departments and external market professionals
  • Desired education: Bachelors, Masters or higher education in life sciences such as biology, biochemistry, molecular biology and medicine is desired
  • CFA designation and/or MBA degree is a plus
  • Minimum of 2 years' experience in the Life Science industry (pharmaceutical company, pharmacy, hospital) or practice/supporting role in a medical capacity
  • Strong knowledge of concepts, practices and procedures of Life Sciences industries
  • Attention to detail is crucial
  • Commitment to enhancing and developing products
14

Equity Research Associate Resume Examples & Samples

  • 2) Design and manage financial models to generate financial forecasts
  • 3) Generate detailed reports for specific companies and industry trends in the coverage sub-sectors
  • 4) Provide investment recommendations based on company and industry outlook and valuation modeling
15

Equity Research Associate Resume Examples & Samples

  • Analyze individual Media and Entertainment companies and market trends
  • Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
  • Write comprehensive research reports and present findings, including estimates of expected current year business results
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Media and Entertainment sector
  • Contribute to building valuation models
  • Organize calls for investors and investor events
  • Write notes in response to daily news flow. Keep analyst up-to-date on important news and keep financial models and files updated
  • Update analyst marketing handout, regularly
  • Interact with Firm’s institutional sales force and investor clients
  • Finance or Accounting degree from a top university required
  • Prior experience as an equity research associate desirable, but not required
  • Understanding of the capital markets, stock markets, and a passion for investing
  • Outstanding analytical skills. Ability to do deep primary research, analyze and draw conclusions from information
  • Strong interpersonal relationship skills are critical. Must have excellent communication skills and a personal style conducive to building relationships
  • Ability to thrive in a fast- paced, deadline-driven environment with a proven commitment to turning in consistently high quality work as a self- starter
16

Equity Research Associate Resume Examples & Samples

  • The candidate will have a strong record of academic achievement from a top university and some experience in a Financial Services Capacity (1-2 years); prior Equity Research experience not required, but a plus
  • Key skills required include financial modeling and analytical skills, writing, client communications, attention to detail, and presentation delivery
  • Experience utilizing Excel for Building/Maintaining Financial models and to analyze large sets of data
  • Must be a team player and work well with others in a collaborative setting
17

Equity Research Associate Resume Examples & Samples

  • Individuals will have significant data analysis responsibilities as part of their day to day activities
  • Review submitted research for adherence to global quality standards Develop and maintain relationships with internal departments and external market professionals
  • Minimum of 2 years finance/accounting experience
  • Knowledge of advanced concepts, practices and procedures of finance/accounting
  • Solid experience interpreting financial statements and performing quantitative financial analysis
  • Strong writing skills are essential
18

Equity Research Associate Resume Examples & Samples

  • Monitor and interpret major company developments and identify macro themes and trends affecting the metals and mining sectors
  • Bachelor's degree or equivalent work experience preferably in finance
  • Minimum of 2 years' experience in the research role preferably financial research and analysis
  • Strong knowledge of concepts, practices and procedures of metals and mining industries
19

Equity Research Associate Resume Examples & Samples

  • Develop and enhance detailed company specific and industry macro financial models
  • Analysis of financial statements, company specific information and industry specific data
  • Ability to anticipate and deliver
  • Develop an expertise in the Integrated Oil and Sr. E&P sector and energy sector in general
  • Undergraduate degree with a focus on Business, Finance, or Engineering
  • CA, MBA, CFA or CFA enrollment is preferred
  • Strong financial and accounting skills
  • Strong analytical skills with ability to synthesize data points into trends beyond the mainstream
20

Equity Research Associate Resume Examples & Samples

  • Analyze individual companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management and strategies
  • Prepare regular written research reports that summarize the findings of analysis, including estimates of expected business results
  • Write comprehensive research reports and present findings; draft reports/notes on relevant investment themes, events and breaking news
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottom-up research
  • Conduct independent market research including store visits and related industry networking
  • Interact with the Firm's institutional sales force and investor clients
  • Work closely with a senior analyst and collaborate with other members of the Retail and Consumer team
  • BA/ BS Degree
  • Prior Wall street research experience
  • Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data and to monitor and identify changes in consumer fashion trends
  • Candidate should enjoy frequent store tours/store visits and have a basic understanding of fashion trends and direction
  • Understanding of the capital markets and stock markets, and a passion for investing
  • Excellent client facing skills and ability to effectively communicate with clients regarding access to systems and our products
  • Detail-oriented, analytical and well organized; ability to adapt to changing situations with ease
  • Strong interpersonal and communications skills, with the ability to present relevant facts needed to drive business decisions
  • Ability to operate successfully in a fast-paced environment handling multiple assignments at the same time
  • Strong Word, Excel and PowerPoint skills required
21

Latin Equity Research Associate Resume Examples & Samples

  • Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
  • Must be fluent in Spanish
  • Industry experience a plus
22

Equity Research Associate Resume Examples & Samples

  • Extensive industry and company analysis, including data sourcing and financial modeling
  • Prepare/produce written reports around company and industry analysis, earnings results, presentations and recommendations to clients
  • Industry contact development and broad due diligence
  • Strong interpersonal and oral communication skills
  • Solid company valuation and accounting experience
  • Superior financial modeling skills and an attention to detail (solid knowledge of excel)
  • Desired work experience (3– 5 years) includes equity research, management consulting, accounting, banking and/or consumer retail
23

Equity Research Associate Resume Examples & Samples

  • The candidate will have a minimum of 3 years of experience in a Financial Services Capacity –Equity Research highly preferred
  • Key skills required include advanced financial modeling and analytical skills, writing, client communications, and presentation delivery
  • Experience in Internet or Technology sector highly preferred
  • Must be a team player and have a positive attitude
24

Equity Research Associate Resume Examples & Samples

  • Ability to work independently under strict deadlines, with an attention to detail and output orientation
  • Ability to research a topic from the ground up
  • Strong work ethic, ability to take initiative and balance multiple tasks
  • Superior business writing skills, presentation skills and interpersonal skills
  • Excellent spreadsheet, quantitative and financial analysis skills
  • Demonstrated interest in capital markets
  • Service orientation and professional attitude – presentable to both internal and external clients
  • Experience in real estate industry would be an asset
  • Experience in Equity Research and/or Investment Banking
25

Equity Research Associate Resume Examples & Samples

  • Develop an expertise in the Canadian real estate and related sectors
  • Undergraduate degree with a focus on Business or Finance
  • Previous experience in the real estate sector a definite asset, but not required
26

Equity Research Associate Resume Examples & Samples

  • Minimum of Bachelor's Degree in finance, biology, biochemistry, molecular biology, medicine, or equivalent
  • Desired education: Masters or higher education in life sciences such as biology, biochemistry, molecular biology, medicine, or equivalent
  • Minimum of 2 years of professional equity research experience, particularly in the biotech, pharmaceutical, or specialty pharmaceutical industries, or 2 years of commercial life sciences industry experience
  • Strong knowledge of concepts, practices and procedures of commercial life sciences industries
27

Equity Research Associate Resume Examples & Samples

  • BA/BS Degree
  • Minimum 3 years experience within the financial industry, or related fields
  • Prior experience with Power, Utilities and/or Commodities
  • Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends
28

Equity Research Associate, Taiwan Financials Resume Examples & Samples

  • Create and maintain company and industry models using finance skills and industry knowledge
  • Assist with analysis, research and report writing
  • Monitor domestic and international developments in the banking industry
  • Develop and maintain relationships with internal colleagues in the banking and financial teams domestically and internationally
  • Regularly interact with the equity sales force
  • Assist in the design and preparation of marketing strategy and materials*LI-JG1
  • A university degree in Business / Economics / Finance discipline
  • Relevant experience in equity research, investor relations, audit and accounting advisory within the financial services or professional services industry in Taiwan a distinct advantage
  • Excellent analytical and financial modeling skills
  • Strong verbal and written communication skills in English and Mandarin necessary
  • A focus on co-ordination, teamwork and accountability
29

Equity Research Associate Business Services Resume Examples & Samples

  • Prior equity research, investment banking, or equity buy-side experience preferred
  • Bachelor’s or MBA degree from top school
  • Strong accounting and finance skills – must have experience building financial models
  • Some understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Must enjoy working with industry databases and doing field research
  • Strong attention to detail, ability to multi-task
30

Latin Equity Research Associate Basic Materials Resume Examples & Samples

  • Research and write reports with a company or sector specific focus
  • Keep abreast of industry-related news flow
  • Regular interaction with equity sales force
  • Outstanding analytical/financial/accounting skills
  • Very strong excel and data management skills
  • Attention to detail is paramount
  • 5 years sell or buy side research experience, investment banking or industry experience
31

Equity Research Associate Internet Resume Examples & Samples

  • Create and maintain earnings, valuation and industry models leveraging skills in accounting, finance and economics
  • Develop and maintain relationships with investor relations personnel and management of companies under coverage
  • The candidate will have a minimum of 1 year of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Sector knowledge a plus
  • Candidates are expected to be adaptable and have the ability to work well under pressure
32

Equity Research Associate Resume Examples & Samples

  • Analyze individual Technology companies and market trends, conduct primary research, including but not limited to; financial analysis, due diligence on industry trends, company management, and strategies
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Technology sector
  • 1-2 years experience within the financial or technology industries
  • Experience with data networking, communication, security and/or software preferred
  • Fluency in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze large sets of data to determine trends and strong conclusions
  • Comfortable with large data sets and reporting
33

Equity Research Associate Resume Examples & Samples

  • Provide support to the Senior Analyst through fundamental analysis and investment recommendations in equity markets with an emphasis on original, bottoms-up research
  • Work closely with a senior analyst and collaborate with other members of the broader Retail team
  • BA / BS Degree
  • 2-4 years of audit & assurance experience at a Big Four public accounting firm ideal, or 1-2 years of Investment Banking and/or Equity Research experience
  • Proven accounting skills, CPA is preferred
  • Organized, detail-oriented, and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately
  • Understanding of the capital markets and a passion for investing
  • Candidate should enjoy frequent store tours/store visits
  • Ability to thrive in a fast-paced, deadline-driven environment
  • Self-starter with a proven commitment to producing high quality work while handling multiple assignments at the same time
34

Equity Research Associate Resume Examples & Samples

  • Analyze individual Biotechnology companies and market trends. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
  • Prepare regular written research reports that summarize the findings of their analyst including estimates of expected current year business results
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Biotechnology sector
  • Organize physician calls for investors and investor events
  • Write reports in response to daily news flow. Keep analyst up-to-date on important news and keep financial models and files updated
  • BA/BS Degree, Scientific field of study preferred
  • Scientific industry experience ideal, particularly within Biotechnology
  • Strong teamwork orientation, unquestionable honesty and integrity, intellectual curiosity and dedication to providing the best products to clients
  • Candidate should have required FINRA licenses, or obtain within 3 months of hire
35

Equity Research Associate Software & IT Services Resume Examples & Samples

  • Monitor and interpret major company developments and identify macro themes and trends affecting the software and technology industries
  • Work with Fundamentals & Economic Statistics teams to ensure data completeness and quality control for existing and new data sets of target companies
  • Review submitted research for adherence to global quality standards
  • Participate in department-wide special projects
  • A strong ability to deliver excellent written analysis of key market trends and events
  • High level comprehension skills geared toward extrapolating crucial details from large sets of information
  • Desire to work in a demanding environment with an emphasis on meeting deliverables
  • Proficiency in fundamental finance knowledge as well as aptitude in data manipulation in Excel
  • Bachelor's degree or equivalent work experience. Finance, Business, or Journalism preferred
  • Master's degree in Business, Finance, Accounting, MBA, or related discipline preferred
  • Proven capability to display strong writing skills pertaining to market research analysis
  • CFA designation preferred
  • Minimum of 2 years professional finance, accounting, or market research experience
  • Demonstrable research and analytical skills
36

Equity Research Associate Forest Products & Diversified Industries Resume Examples & Samples

  • Work closely with a Research Analyst on the production of equity research publications
  • Handle enquiries from institutional investors
  • Liaise with sales, trading and other areas of the firm within regulatory guidelines
  • Two to three years of work experience in a financial, accounting, analytical, corporate development or M&A capacity in the forest products or chemicals sector would be an asset (co-op student experience will be considered)
  • Strong accounting, financial modeling, and analytical skills
  • Excellent command of Microsoft Office, with a particular emphasis on Excel
37

Equity Research Associate Resume Examples & Samples

  • Develop an expertise in the homebuilders building products
  • Assist in the development of financial models
  • Business curriculum with strong accounting skills and an undergraduate degree. Preference for CPA accreditation
  • Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
  • Commitment to task and strong attention to detail
  • Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet
  • Previous exposure to the capital markets or experience within the homebuilders and building products sector a definite asset but not specifically necessary
  • NYSE Licensing Requirements – Series 7, 63, 86, 87
38

Regional Equity Research Associate Resume Examples & Samples

  • Have near native level of fluency in spoken and written Mandarin
  • Have tertiary qualifications in a finance, actuarial, engineering or quantitative / mathematics discipline
  • Have ideally at least 3 years' experience working full-time in the insurance industry in Asia, or have completed at least one year of actuarial studies with an accredited institute
  • Have excellent communication and report writing skills
  • Be able to build good relationships and enjoy communicating at all levels with internal sales teams, company management and clients
  • Have fluency in spoken and written English
  • LI-1
39

Equity Research Associate Resume Examples & Samples

  • Develop an expertise in the biotechnology sector
  • Assist in the development and detailed modeling of company specific financial models
  • Help coordinate quarterly, year end and other reporting initiatives
40

Equity Research Associate Resume Examples & Samples

  • Building and maintaining earnings models,
  • Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups
  • Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm
  • Prepares studies and other data for firm publication issued to the general public
  • We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modeling, forecasting, and valuation experience. The candidate must also possess tremendous intellectual curiosity and be able to solve problems independently
  • The candidate should have 1-3 years of relevant experience (investment banking, equity research, or another analytical role) and an interest in research and the stock market. Experience in equity research, investment banking, or consulting is preferred
  • Proficiency in excel and a strong academic record are required
  • The candidate will need to have or obtain all required FINRA licenses inclusive of Series 7, 63, 86 and 87. CFA is preferred, but not required. Candidates are expected to demonstrate a high level of attention to detail and be resourceful and flexible, with the ability to work well under pressure in a periodically intense environment. The ideal candidate is driven and self-motivated, with the ability to work both independently and as a key team player
41

Equity Research Associate Resume Examples & Samples

  • Coordinate, generate and maintain research reports and presentations
  • MBA, CFA, or undergraduate degree with a focus on Business, Finance, Mathematics, Accounting, or other quantitative fields
  • Sourcing data from the internet and various technology publications
  • Previous exposure to the capital markets or experience within the Machinery, Capital Goods, or Industrial sectors a definite asset but not specifically necessary
42

Equity Research Associate Diversified Industrials Resume Examples & Samples

  • A university degree in business with a specialization in finance
  • An MBA, or CA/CPA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program would be an asset
  • Experience in analyzing financial statements and valuing companies is required
  • 2 to 3 years of experience in a corporate development, M&A, financial or analytical capacity would be an asset
  • Experience using Bloomberg or FactSet would be an asset
  • Work closely with a senior analyst on the production of equity research publications
43

Equity Research Associate, Energy Resume Examples & Samples

  • Please include a writing sample along with your cover letter, resume and transcripts (if recent graduate)
  • Education: preference is given to candidates who possess CA designation, an MBAor business-related discipline
  • Experience in any of the following industries is preferred: Energy – Oil & Gas
  • Ability to explain detailed financial and statistical analysis
  • Demonstrated interest
44

Equity Research Associate Resume Examples & Samples

  • Near native level of fluency in spoken Mandarin and display excellent written and verbal English communication skills, with the ability to communicate ideas succinctly
  • Appropriate finance qualifications
  • Between 3-10 years' relevant sector experience
  • High numeracy and competency in financial analysis and modelling
  • Commercial creativity and the ability to engage with clients and colleagues at all levels
  • Relevant work rights for, or willingness to relocate to, Hong Kong or Shanghai
45

Equity Research Associate Resume Examples & Samples

  • Monitor and interpret major company developments and identify macro themes and trends affecting the financial services/banking sectors
  • Monitor and interpret major company developments and identify macro themes and trends affecting the industry
  • 2-5 years of equity research experience, preferably specializing in the Banking/Financial Services sector
  • CFA designation is preferred
46

Equity Research Associate Resume Examples & Samples

  • Gathers data about assigned industries and companies
  • Performs quantitative analysis of macroeconomic variables that impact the industry
  • Maintains computer databases covering industry and related companies
  • Assists in preparation of written industry and company specific reports
  • Assists in development of financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
  • Company's working structure, policies, mission, and strategies
  • Advanced concepts, practices, and procedures of Equity Research
  • Principles of banking and finance and securities industry operations
  • Identifying relationships, draw logical conclusions, and interpret results
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
  • Organize, manage, and track multiple detailed tasks and assignments with critical deadlines in a fast-paced work environment
  • Attend to detail while maintaining a big picture orientation
  • Establish and maintain effective working relationships at all levels of the organization; including negotiating resources
  • Project a positive, professional image both internal and with external business contacts
  • Convey information clearly and effectively through both formal and informal documents
47

Equity Research Associate Latam Financial Services Resume Examples & Samples

  • Prepare marketing presentations
  • Interact with sales, trading and other areas of the firm within regulatory guidelines and under the analyst's supervision
  • Previous work experience in M&A, corporate development, financial analysis, or equity research in the financial services sector would be an asset
  • Capital Markets knowledge/experience would be an asset
  • Experience using FactSet would be an asset
  • Self-motivated, hardworking and detail-oriented
  • Fluency in Spanish or Portuguese would be an asset
48

Equity Research Associate Resume Examples & Samples

  • Analyze individual Renewable Energy companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Renewable Energy sector
  • Renewable Energy Experience a must, Solar Energy ideal
49

Equity Research Associate Resume Examples & Samples

  • Analyze individual Pharmaceutical, Specialty Pharmaceutical and Biotechnology companies and market trends. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
  • Provide support to the Senior Analyst through fundamental analysis and investment recommendation in equity markets with an emphasis on original, bottom-up research in the Healthcare sector
  • Minimum 1 year Equity Research experience, particularly within Healthcare
  • Pharmaceutical, Specialty Pharmaceutical, Biotechnology or Life Sciences experience preferred
  • Proficient writing skills, including the ability to succinctly and clearly explain complex information
  • Prior experience conducing deep primary research, analysis and expertise to draw conclusions from data
  • Exceptional understanding of the three primary financial statements, how they relate to each other, and how to build models within excel for forecasting
  • Candidate should have required FINRA licenses including; FINRA Series 7, 63, 86 &87
50

Equity Research Associate Resume Examples & Samples

  • The candidate will have 1-4 years of experience in the Real Estate/REITs sector
  • The candidate will have 1+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
51

Equity Research Associate, Large Resume Examples & Samples

  • Work closely with senior analyst in a variety of different roles
  • Assist in the construction, accuracy and maintenance of detailed company specific financial models
  • Create exhibits and presentations for sales and clients, which may include summarizing conclusions from company and industry analysis
  • Writing company specific and industry notes and reports for distribution to the UBS sales force and its clients
  • Updating and maintaining analyst marketing presentations
  • Coordinating and publishing quarterly and year-end market updates
  • Support and answer client and salespeople queries as they relate to the assigned coverage space
  • Strong communication skills. Speaking with company management to obtain company and industry information
  • Energy experience is required
  • GeoScout experience is strongly preferred
  • Ability and willingness to work long-hours
  • CFA Certification preferred, completion of, or enrolment in, the CBV/CFA program and a knowledge of finance/accounting (CPA,CA) are an advantage
  • A background in Energy is preferred
  • Bachelor's degree or international equivalent
  • Minimum two years’ experience, ideally within research at a financial institution
  • Oil & Gas experience is required
  • LI-PM2
52

Equity Research Associate Resume Examples & Samples

  • Monitor and interpret major company developments and identify macro themes and trends affecting the energy sector
  • Contribute to the team's research production goals by writing industry and company indicators, themes, earnings and valuation "BITS"
  • 2-5 years of equity research experience, preferably specializing in the energy sector
53

Equity Research Associate Consumer Retail Resume Examples & Samples

  • MBA, series 7, 63 and CFA certifications are a plus
  • Good organizational and time-management skills
  • LI-Recruiter
54

Equity Research Associate Resume Examples & Samples

  • Develop an expertise within a designated sector
  • Business curriculum, including MBA, CFA or undergraduate degree with a focus on Business, Mathematics or other quantitative fields
  • Previous exposure to the capital markets or experience within a sector a definite asset but not specifically necessary
  • Solid understanding or financial/stock market also an asset
  • Minimum 1 year experience as a sell side Research Associate preferred
55

Equity Research Associate Resume Examples & Samples

  • Provide research support to analyst
  • Assist in the development and maintenance of detailed financial models
  • Help develop and maintain sector-specific databases
  • MBA, CFA, or undergraduate degree with focus on Business/Finance/Accounting OR previous exposure to Machinery/Capital Goods/Industrial sectors
  • Self starter – well organized and able to work independently
  • Good personal skills and an ability to work and coordinate effectively within a team environment
  • Good understanding of financial/stock markets also an asset
56

Equity Research Associate Healthcare Resume Examples & Samples

  • Superior quantitative, analytical, and writing skills
  • Capacity to quickly digest and synthesize substantial volumes of information
  • Experience maintaining databases and models
  • Highly detail oriented
  • Entrepreneurial spirit and ability to work within a small team environment
57

Equity Research Associate Resume Examples & Samples

  • Relevant tertiary qualifications in finance, accounting, economics or engineering, MBA preferred
  • 1-2 years relevant experience in the financial industry (investment banking, equity research or investment management fund preferred)
  • Solid understanding of financial analysis (modelling, valuation) and usage of financial resources (TEJ, Bloomberg, etc) and Excel/PowerPoint skills
  • Some writing experience in the form of published analyst research
  • Familiarity with China banking sector is preferred, but not a must. Capability to identify industry trends and major events
  • LI
58

Equity Research Associate Resume Examples & Samples

  • Minimum 1 year experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
  • Prior Power and/or Utilities experience preferred
  • Obtain series 7, 63, 86 and 87 licenses within 3 months of hire
  • Keen interest in career progression within Guggenheim Securities
59

Equity Research Associate Medical Supplies & Devices Resume Examples & Samples

  • Analyze individual Medical Supplies and Devices companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Prepare regular written research reports that summarize the findings of analysis, including estimates of expected current year business results
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Medical Supplies and Devices sector
  • Minimum 2 years’ experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
  • Prior Healthcare experience required, Medical Supplies and Devices experience preferred
  • Expertise in modeling financial statements, including forecasting product revenues; familiarity with discounted cash flows, valuation, and net present value calculations; ability to analyze data to determine trends
  • Excellent written and oral communication skills to successfully convey investment messages, ideas, or nuances to team members, salespeople, and/or traders
  • Outstanding analytical skills; ability to conduct deep primary research, analysis, and draw conclusions from information
  • Strong interpersonal client-facing skills and style conducive to building relationships
  • Ability to thrive in a fast- paced, deadline-driven environment; self-starter with a proven commitment to producing high quality work
  • Team oriented, unquestionable honesty and integrity, intellectual curiosity, and dedication to providing clients with the best products
60

Equity Research Associate Resume Examples & Samples

  • Support the senior biotech equity analysts, and work closely with the biotech team
  • Construct and maintain financial models for individual companies
  • Collect and analyze data related to therapeutic sectors — notably oncology
  • Attend both scientific and clinical meetings
  • Write company notes, thought pieces and collaborative pieces – in a timely manner, often with tight deadlines
61

Junior Equity Research Associate Resume Examples & Samples

  • Conducting surveys and channel checks, including calling or visiting distributors, retailers and stores to better understand product demand, supply, placement and sell through
  • Analyzing financial statements and updating industry and company models
  • Updating presentations including sector marketing decks
62

Baam Equity Research Associate Resume Examples & Samples

  • Working with the team to source and perform due diligence on prospective hedge fund investments within the Equity space. This will include meetings with the hedge fund manager and their team, reference checks, strategy research and quantitative track record analysis
  • Strong financial modeling skills and the ability to deconstruct a hedge fund’s historic returns
  • A passion for equity markets, and an understanding of different approaches within the asset class
  • An ability to manage ad hoc projects independently and to completion
  • 2-5 years of relevant work experience
63

Equity Research Associate Resume Examples & Samples

  • Analyze individual oil services companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the oil services sector
  • Bachelor’s Degree (MBA, CFA, and/or an oil and gas industry-specific degree (e.g., petroleum engineering) is preferred)
  • Minimum 2-3 year experience within Equity Research, Investment Banking, consulting, or the oil and gas industry
  • Currently hold required licenses or must obtain series 7, 63, 86 and 87 licenses within 3 months of hire
64

Equity Research Associate Resume Examples & Samples

  • Assisting the team with financial modeling and analysis on the companies in our coverage universe, which comprises approximately 20 Australian & New Zealand Media, Internet, Technology and Telecommunications companies
  • Contributing to writing and publishing of extensive internal and client research reports
  • Database maintenance for clients and undertaking client requests; and
  • Continually searching for new ideas, new risks, new opportunities and threats in the industries in which our stocks operate. This will involve reading widely, online searching, attending company meetings/conferences, talking to global colleagues, talking to companies and industry participants themselves
  • Bachelors degree, preferably with Finance, Accounting majors
  • Strong analytical, accounting and computer skills (Word, Excel, Powerpoint)
  • Strong oral and written communication skills, likes dealing with people
  • A keen interest in financial markets and investing
  • Enthusiasm, motivation and a strong work ethic
  • The ability to multi-task and prioritize; and
  • Left-field thinking and creative problem solving abilities
65

Equity Research Associate Latam Financial Services Resume Examples & Samples

  • Financial modeling skills are required
  • Strong accounting, graphing, and analytical skills
  • Fluency in Spanish and Portuguese is needed
66

Equity Research Associate Resume Examples & Samples

  • Have a demonstrable track record of academic and professional performance and achievement
  • Have a strong work ethic
  • Be intellectually honest and curious
  • Be highly fluent working with Microsoft Excel and PowerPoint
  • Be well versed in finance and accounting
  • Be able to perform under time constraints while maintaining close attention to detail
67

Equity Research Associate Resume Examples & Samples

  • Author reports evaluating companies
  • Attend industry conferences and summarize key themes
  • Develop and maintain detailed financial models
  • Communicate investment ideas to Nomura sales force and buy-side clients
  • Maintain marketing materials and presentations
  • 2-4 years of industry experience in Oil and gas or industrial coverage
  • MBA or CFA (pursuing or completed) required
  • Prior experience in equity research
  • Outstanding writing abilities
  • Extensive financial and accounting knowledge
  • Detail oriented with an ability to multi-task
  • Team player and ability to think outside of the box
  • Proficient in Microsoft Excel, Word and PowerPoint
68

Equity Research Associate Resume Examples & Samples

  • Conduct fundamental equity analysis of publicly traded securities, including analysis of data, constructing and updating financial models, highlighting pertinent data and information, and communicate insights and recommendations to investment analysts
  • Attend company and industry meetings, summarizing and communicating findings to investment analysts
  • Carry out special projects as required. These include but are not limited to researching companies or industries and communicating data retrieved from market indices and other research materials
  • Present investment ideas or research to investment analysts and Equity Department as a whole
  • Bachelor’s degree (Spring 2017)
  • One year of industry related internship experience
  • Excellent organizational, interpersonal and time management skills
  • Demonstrated proficiency in Microsoft Office applications, including intermediate to advanced Excel proficiency
  • Knowledge of FactSet and Bloomberg preferred
  • Demonstrated ability to perform quantitative analysis and function independently and with high degree of accuracy
  • Excellent organizational and communication skills. Detail-oriented, accurate, and reliable
  • Must be proactive, self-motivated individual, with an excellent work ethic, strong-ability to multi-task within a fast-paced environment
69

Equity Research Associate Resume Examples & Samples

  • MBA (finance) from reputed university with major in Finance/Accounting/Economics with 2-4 years of experience. CPA, CFA or accounting related degree will be additional advantage
  • Work with analysts from a global investment bank providing Equity Research support. Opportunities available across multiple sectors (E.g. US Banking, Semiconductor Equipment, US Consumer & Retail, US Industrials & Capital Goods, US Technology Hardware, US Insurance etc)
  • Candidate needs to support client with financial modeling and advanced financial research writing from an Equities/Credits perspective
  • Advanced quantitative/numeric and problem solving skills along with good English writing skills
  • Strong accounting skills, and some experience or knowledge in financial statement analysis. Strong financial modeling (including projections) abilities
  • Hands-on with market databases such as Bloomberg, Reuters, Factset, etc
  • Research profiles with Spanish/Portuguese language proficiency
  • ONLY candidates with prior internship in equity research or at a tier-3 brokerage or an asset mgmt. company will be considered
  • Must US Citizen or Permanent Resident. Sponsorship is not available for this role
70

Equity Research Associate Resume Examples & Samples

  • Ideal candidate will have a minimum of 3 years of experience in Equity Research in the Industrials space or related coverage in investment banking or industrials-related accounting or management consulting
  • Superior financial modeling skills, including solid knowledge of excel
  • Academic excellence (a CFA and/or MBA are plusses but not required) and strong professional references
  • Series 7, 63, 86 & 87 licenses a plus, but not required upon hire
71

Equity Research Associate Resume Examples & Samples

  • Ideal candidate will have a minimum of 2 years of experience in Equity Research in Spec Pharma, Pharma, or Biotech or in similar areas in investment banking
  • Academic excellence (CFA, and/or MBA are plusses but not required) and strong professional references
  • Series 7, 63, 86 & 87 licenses a plus
72

Cib-china Tech Equity Research Associate Resume Examples & Samples

  • Create/perform "ground-breaking" and thought-provoking valuation work across a range of asset classes and for different investor classes; produce cross-asset class work in collaboration with peers
  • Ability to discuss in detail your knowledge of the current market (including trends) for Equities in the Technology sector
  • Ability to discuss in detail your Understanding of the implications of news on stocks and for different classes of investors
  • Ability to tailor high quality comments/communications to particular audiences (external clients, traders, salespeople) and to "hook" them into your work
73

Equity Research Associate, Technology Resume Examples & Samples

  • Conduct extensive financial and industry analysis on companies within the assigned sector, including analysis of company financial statements, industry trends, etc. Forecast results and trends at a company and industry level, working with company and macroeconomic data, as needed
  • Utilize market and research databases to examine sector dynamics and investment opportunities
  • Prepare written financial reports and detailed financial models for distribution to institutional clients, including reports analyzing company earnings results
  • Previous experience within the technology sector is a significant positive
  • Highly motivated and passionate about learning
  • Attention to Detail is Critical
74

Equity Research Associate Resume Examples & Samples

  • Create financial models and valuation analyses
  • Make company visits and attend trade shows and industry conferences
  • As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors, venture capitalists and private and public companies
75

Equity Research Associate Resume Examples & Samples

  • Conducts research and analysis in partnership with investment professionals to help evaluate investment opportunities
  • Demonstrates high proficiency in Microsoft Excel
  • Demonstrates intellectual curiosity and analytical skills in areas of high complexity
  • Demonstrates sound judgment in resolving matters of high complexity
  • Demonstrates initiative by identifying issues and recommending solutions on complex and broad matters
  • Demonstrates ability to influence groups and/or more senior associates
  • Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization
  • Demonstrates ability to collaborate and develop/maintain relationships inside and outside the organization to enable effective completion of business objectives
  • Demonstrates effectiveness in leading/facilitating a variety of meetings
  • Demonstrates full knowledge of investments and financial analysis. Exhibits knowledge in current and possible future policies, practices, trends, technology and information affecting area of coverage
76

Equity Research Associate Resume Examples & Samples

  • Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis
  • Prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis
  • Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities
  • Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups
  • Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity
  • Participate in other projects as requested by management
  • Bachelor’s degree required with concentration in Finance or Accounting preferred
  • Minimum of two-three years related work experience
  • CFA, CPA, or technical designation preferred
  • Strong conceptual and critical thinking skills
  • Strong accounting and financial statement analysis skills
  • Capable of building computer generated financial models
  • Delivers clear, effective verbal and written communication and takes responsibility for understanding others
  • Proficient in Internet searches and Microsoft Office products
  • Practical and capable of simplifying and summarizing complex information
  • Commits to satisfying internal and external customers
  • Series 7, 63, 86, and 87 must be obtained within first 90 days
77

Diversified Industrials Equity Research Associate Resume Examples & Samples

  • Extensive industry and company analysis, including data sourcing, financial modeling, and broad due diligence
  • Prepare/produce written reports on the Team’s long-term recommendations to clients, as well as on proprietary analysis, earnings results, and company presentations
  • Answer inquiries and communicate with sales and clients regarding the industry or stocks under coverage
  • Strong written communication skills (writing samples may be required)
78

Equity Research Associate Resume Examples & Samples

  • Work in partnership with their senior analyst to conduct extensive company and industry research
  • Create financial models and valuation analyses and write company reports, industry reports and investment recommendations
  • The associate will also interact with company management teams and play a role in the research due diligence process, such as attending conferences and polling/speaking with physicians and other industry sources
  • As associates develop industry expertise, they will have increasing interaction with our sales and institutional clients discussing research ideas and investment recommendations
79

Equity Research Associate Resume Examples & Samples

  • The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently
  • Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
  • Outstanding interpersonal and written communication skills
  • Outstanding quantitative and organizational skills
  • A strong competitive spirit balanced by a proven ability to work as part of a team
  • Bachelor’s degree in Accounting or Finance preferred
  • MBA or CFA preferred
  • Strong modeling experience required
  • Series 7, 63, 86 and 87 preferred
  • Experience as a research analyst preferred, in the consumer industry a plus
  • LI-KM1
80

Equity Research Associate Resume Examples & Samples

  • Minimum 1 year working experience in Healthcare (Pharmaceutical, Specialty Pharmaceutical, Biotechnology or Life Sciences preferred)
  • Equity Research experience preferred
  • Candidate should have required FINRA licenses including: FINRA Series 7, 63, 86 & 87
  • CFA designation or progress toward certification is a bonus but not required
81

Equity Research Associate Retail & Consumer Resume Examples & Samples

  • Build and maintain detailed financial models
  • Perform & write comprehensive company-specific, macro, and industry research
  • Interact and develop relationships with the Firm’s institutional sales force and investor clients
  • Respond to inquiries regarding research findings and directives
  • Update analyst marketing handout regularly
  • Bachelor’s degree; preferably with an emphasis on Accounting/Finance/Economics
  • 2-4 years of audit & assurance experience at a public accounting firm
  • Proven accounting skills a must, CPA preferred
  • Working or desire to work toward CFA preferred
  • Fluency in modeling financial statements
  • Strong analytical and financial skills; ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
  • Organized, detail-oriented and extremely thorough while having the confidence and communication skills to ensure work processes are completed accurately and appropriately
  • Analytically minded, curious and self-motivated
  • Proactive & solutions-oriented; innovative
82

Equity Research Associate Resume Examples & Samples

  • Conduct primary research, including but not limited to: financial analysis, due diligence on industry trends, company management, and strategies
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Media and Entertainment sector
  • Write notes in response to daily news flow, keep the Senior Analyst up-to-date on important news and adjust financial models and files to reflect latest information
  • Must have or obtain series 7, 63, 86 and 87 licenses within 6 months of hire
83

Equity Research Associate Healthcare Resume Examples & Samples

  • Search, collect, consolidate and interpret company and industry data
  • Develop and maintain financial models
  • Contribute to research report writing on companies and industry
  • Perform additional responsibilities as assigned
  • A minimum of 2 years of relevant financial services or accounting experience, including equity research, investment banking, private equity, asset management, etc
  • Preference given to candidates holding CA, CPA or CFA designation
  • Financial modeling and accounting analysis skills, including equity valuation
  • Evidence of an interest in public companies and markets
  • Ability to work effectively with minimal direction under tight deadlines and multiple priorities while maintaining a keen attention to detail
  • Advanced MS Office skills (Excel, Word, PowerPoint); Bloomberg proficiency would be an asset
84

Equity Research Associate Resume Examples & Samples

  • Analyze individual biotech companies
  • Perform deep scientific analysis on pipeline programs and platforms
  • Write company specific and thematic investment-driven research reports
  • Interact with thought leading physicians to hone understanding of new drugs and their commercial outlook
  • The associate will have broad exposure to company managements, investor conferences, and the research process that professional investment analysts utilize to make investments and recommendations
85

Equity Research Associate Sustainability & Special Situations Resume Examples & Samples

  • Provide support to the Research Analyst
  • Generate and maintain research reports, presentations and databases
  • Undergraduate degree required, preferably in preferably in engineering, mathematics or business
  • CFA Level 1 required; CFA designation a definite asset
  • Expert MS Office skills (Excel, MS Word and PowerPoint)
  • Ability to perform in a fast-paced, dynamic environment while maintaining very strong attention to detail
  • Willingness to work long hours (evening and weekends) under deadline pressure
86

Swedish Speaking Private Equity Research Associate Resume Examples & Samples

  • Identifying relevant information on deal-activity and the buy/sell-side entities involved
  • Quality control of regional market data
  • Participating in and developing projects and processes focusing on data-integrity and workflow solutions
  • Understand the working of the dataset and master work-tools and guidelines
87

Equity Research Associate Resume Examples & Samples

  • A university degree is required, with a preference for business, engineering, geology or geophysics
  • Strong accounting, financial modeling, and analytical skills are required
  • Excellent command of Microsoft Suite, with a particular emphasis on Excel is required
  • Work experience in a financial, engineering, analytical capacity in the oil & gas sector is preferred
  • A P.Eng, MBA, CPA/CA designation or enrolment in/completion of the Chartered Financial Analyst (CFA) program is an asset
  • Good business judgment and decision-making skills
  • Energetic, self-motivated, hardworking and detail-oriented
  • Conduct in-depth industry analysis and research
  • Generate tables and graphs interpreting company and industry data
  • Communicate and handle enquiries from institutional investors on the analyst's behalf
88

Equity Research Associate Resume Examples & Samples

  • Work in partnership with the Senior Analyst to conduct extensive company and industry research
  • Write company reports and industry reports
  • Monitor and evaluate company news and events
  • Perform other related duties, as assigned
  • 0-1 years of experience
  • GPA: 3.5 or above
  • 2 semesters of coursework in Accounting required
  • Working knowledge of Microsoft (Outlook, PowerPoint and Word); Advanced proficiency in Excel
  • Demonstrated interest in stock market
  • Strong work ethic; positive attitude; highly motivated
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage
89

Equity Research Associate Engineering Resume Examples & Samples

  • Provide research support to the Research Analyst
  • Support and respond to client queries
  • Education that includes an undergraduate degree in Commerce or Engineering and/or an MSc or MBA
  • A CFA charter or enrolment in the CFA program (ideally with completion of at least Level Two)
  • Direct experience with and a solid understanding of financial modeling, valuation analysis, statistical analysis, and portfolio management
  • Superior Excel, Word, PowerPoint and Bloomberg skills
  • Ability to work effectively independently and as part of a team
90

Equity Research Associate Resume Examples & Samples

  • Creates and maintains a variety of computer spreadsheets and financial models (company, industry/sector, macro/country financial models)
  • Collects industry and company data through a variety of channels, including sell-side research firms, internal and external databases, trade publications, online sources, regulatory filings and sometimes interviews with industry sources
  • Reviews and organizes data, synthesizes information, identifies trends and helps investment analysts to analyze and interpret company and industry data and trends
  • Prepares background research for investment analysts and assists with portfolio analysis
  • Stays up-to-date on industry trends, company news and regulatory issues
  • Determines how to best analyze data and identify trends
  • Prepares internal presentations and summaries of investment meetings
  • Attends regular investment meetings, company sponsored events, retreats, presentations, and conferences and summarizes key points for investment professionals
  • Writes company summaries and content for investment reports and works with analysts on internal presentations.May draft investment notes or publish own writing
  • Works on special research projects as needed to help support Capital’s investment professionals
  • Attends company sponsored events, retreats, presentations, conferences and meetings as needed
  • Attends and potentially lead broker and company meetings as needed
  • Performs additional responsibilities as assigned
91

Equity Research Associate Resume Examples & Samples

  • Assist in the writing of research reports
  • Support and answer institutional client queries
  • Undergraduate degree required, preferably in Engineering or a similar technical discipline
  • Preference for either CFA, MBA and/or Accounting CA/CPA
  • If CFA designation has not been attained, must be willing to pursue
  • Experience in Capital Markets is a definite asset
  • Good understanding of financial statements and their interaction together
  • Direct experience with, and a solid understanding of, financial modeling and valuation analysis
  • Ability to perform in a fast-paced, time-sensitive and dynamic environment while maintaining very strong attention to detail
  • Willingness to work long hours, including weekends as necessary
  • Ability to work under deadline pressure and to show initiative
92

Equity Research Associate Oilfield Services Resume Examples & Samples

  • Assist in writing research publications, notes and morning comments
  • Create and maintain financial models and industry databases
  • Follow market news and evaluate market data to assess short and long-term trends
  • Prepare marketing presentations for analyst meetings with internal and external clients
  • Communicate and handle inquiries from institutional investors on the analyst's behalf
  • Need-to-know attitude is desired along with strong ability to problem solve independently
  • Self-motivated with high attention to detail
  • A university degree in business is required
  • Experience using geoScout and Drilling Info would be an asset
  • An, MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset
  • Work experience in a financial, analytical, corporate development or M&A capacity in the oil & gas sector is an asset
93

Equity Research Associate Resume Examples & Samples

  • Have at least a bachelor's degree in a quantitative discipline like economics, accounting, engineering or programming
  • Be self-motivated, have an intrinsic interest in equity markets and a desire to create quality research
  • Excellent written and verbal communication skills, with the ability to communicate ideas succinctly
  • (Preferred) previous experience in the collection/analysis of data such as equity research, consulting, data science or journalism
94

Equity Research Associate Resume Examples & Samples

  • Analyze individual Biotechnology companies and market trends to build fully integrated financial and valuation models. Conduct primary research through industry sources including, but not limited to, financial analysis, due diligence on industry trends, company management and strategies
  • Minimum 1 year modeling experience
  • Interest in equity research, specifically healthcare and/or biotech
95

Equity Research Associate, Internet Resume Examples & Samples

  • Provide primary analytical support for the Senior Analyst covering the space
  • Conduct proprietary research, customer/partner interviews and industry surveys
  • Perform financial and valuation analysis by generating financial models/forecasts and competitive profiles on companies under coverage
  • Gather and analyze data from a variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings (annual reports, 10-K’s 10-Q’s, etc.), industry publications, trade shows, and online data services
  • Interact with company management, internal sales force, and institutional investors
96

Equity Research Associate Resume Examples & Samples

  • Collect, consolidate and interpret company and industry data
  • Follow overall market news and evaluate market data to assess short and long-term trends
  • Generate tables and graphs
  • Prepare marketing presentations for analyst meetings with institutional and corporate clients
  • Develop and maintain connections with investor relations and management of companies under coverage group
  • Liaise with sales, trading and other areas of the firm within regulatory guidelines and under the analyst’s supervision
  • Work experience the Real Estate sector in a financial, analytical, corporate development or M&A capacity is preferred
  • Experience in analyzing financial statements and valuing companies
  • Excellent command of Microsoft Suite, with a particular emphasis on Excel
  • Self-motivated, hardworking, enthusiastic and detail-oriented
97

Equity Research Associate Resume Examples & Samples

  • Analyze individual Oil Services & Equipment companies and market trends; conduct primary research, including but not limited to, financial analysis, due diligence on industry trends, company management, and strategies
  • Prepare regular written research reports that summarize the findings of analysis, including financial forecasts
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Oil Services & Equipment sector
  • Minimum 2 years experience within equity research, corporate or investment banking
  • Must have series 7, 63, 86 and 87 licenses or obtain 7/63 licenses within 3 months of hire and 86/87 within 6 months
98

Equity Research Associate Resume Examples & Samples

  • M.D. or Ph.D. in biology or chemistry strongly preferred
  • Minimum of 1-2 years related work experience
  • Strong writing skills required
99

Capital Markets Equity Research Associate Resume Examples & Samples

  • Must have Bachelor’s degree in Business, Finance, Biotechnology or Biostatistics
  • Must have 2 years of experience in equity research, consulting or investment banking positions, with a focus in the pharmaceutical/biotechnology industry
  • Must have demonstrated experience with
  • Utilizing financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
  • Utilizing the various IMS Health pharmaceutical prescription databases, in an adept manner
  • Using pricing databases such as PriceRx, Wolters Kluwer pharmaceutical databases
  • Understanding payer reimbursement and market access landscape
  • Performing end-market analysis and modeling of various diseases and clinical and pre-clinical data, for marketed and pipeline products
  • Creating financial models to conduct forecasting for individual drugs performance, portfolio performance and company performance
  • Utilizing operational understanding of how different functions within a pharmaceutical company work and how they impact corporate performance
  • Preparing company and industry research reports
  • Utilizing scientific knowledge in Biotechnology, Biochemistry, Molecular Pharmacology and/or Drug Development
  • Performing financial modeling, including understanding of the three primary financial statements (Balance Sheets, P&L, and Cash Flow), how they relate to each other; and
  • Proficiency with Microsoft Office Suite including: Word, Excel, PowerPoint, and Outlook
100

Equity Research Associate Resume Examples & Samples

  • Assisting the Senior Equity Analysts and Portfolio Managers in the evaluation of current and potential investments that fit the qualitative investment criteria of the fund
  • Performing evaluation of public information (annual reports, quarterly conference calls, newspapers, sell-side brokerage reports, etc.)
  • Conducting interviews with management, suppliers, competitors and customers
  • Analyzing variables such as regulatory actions and changing industry dynamics
  • Providing information on prospective and existing investments to Equity Analysts and Portfolio Managers
  • Ensuring investment criteria are adhered to
  • Reviewing investment analyses frequently and providing new information to Equity Analysts and Portfolio Managers
  • Building and updating financial and valuation models and other statistical analyses
  • Performing valuation analysis and conducting initial research and write-ups on companies
  • Arranging due diligence calls
  • Monitoring schedules for earnings releases and news flows, company/industry conference calls and web casts
  • Attending industry conferences
  • Support the internal Investment Committee meetings, as needed
  • 3-4 years of relevant experience including investment banking, private equity, management consulting, public accounting or investment management
  • Bachelor’s degree with a strong academic record required
  • MBA preferred
  • Exceptional analytical, organizational, written and verbal communication skills
  • Excellent competency in Microsoft Excel, Word and Powerpoint
  • Strong financial acumen and financial modeling skills
  • Excellent conceptual and critical thinking skills
  • Ability to analyze complex issues and make sound decisions
  • Ability to work independently and report findings confidently to the rest of the investment team
  • Detail-oriented self-starter with a demonstrated interest in value equity investing
  • Familiarity with sector or industry business models, including current trends, a plus
  • Analysts will be expected to contribute productively from the start of the position so a strong knowledge of equity investment strategies and valuation methodologies is a plus
  • Unquestionable integrity and character and a passion for learning
101

Equity Research Associate Resume Examples & Samples

  • Communicate investment ideas to Instinet sales force and buy-side clients
  • 2-4 years of Equity Research experience in Semiconductors or technology
  • CFA (pursuing or completed) is highly desired
  • Outstanding financial modeling skills
  • Strong writing abilities
  • Extremely detail oriented with an ability to multi-task
102

Equity Research Associate Fall Resume Examples & Samples

  • We are seeking candidates who have the following characteristics
  • Highly motivated independent thinkers
  • Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets
  • Working toward a Bachelor’s degree and will graduate in the spring of 2018
  • Please note, it’s possible that you will not receive a decision on your candidacy until after the application deadline has passed
103

Equity Research Associate Intern Summer Resume Examples & Samples

  • Current/rising junior at a four year college or university
  • Demonstrated success during his/her academic career with a preferred GPA of 3.5 or higher
  • Strong analytical, quantitative, and communication skills
  • High levels of integrity
  • Prior internship experience
  • Ability to work well under pressure and time constraints