Equity Research Resume Samples

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JL
J Lakin
Jeanette
Lakin
273 Feil Walk
Phoenix
AZ
+1 (555) 429 6653
273 Feil Walk
Phoenix
AZ
Phone
p +1 (555) 429 6653
Experience Experience
New York, NY
Equity Research Administrative Assistant
New York, NY
Berge, Mueller and Cartwright
New York, NY
Equity Research Administrative Assistant
  • Coordinate all related conference rooms including, catering, audio/videoconference set up/webcasts
  • Detail oriented - recognize errors in numbers, spelling, and punctuation
  • Compiles and binds marketing pitch books – understands deadlines and the importance of timely completion
  • Formats research publications and posts to our internal website. Proofreads and corrects material for correct grammar, spelling, and punctuation
  • Maintain Analyst’s calendar, schedule meetings and conference calls (client, corporate & internal) handle meeting conflicts and prioritize issues
  • Provide backup support for colleagues during vacation/sick days, and assist their Analyst/s
  • Professional and courteous, with a concern for maintaining a high level of customer satisfaction
Detroit, MI
Equity Research
Detroit, MI
Torp-Bauch
Detroit, MI
Equity Research
  • Develop deep relationships and expand one's network of clients in the investment management community
  • Develop and maintain relationships with investor relations personnel and management of companies under coverage
  • Develop and maintain relationship with investor relations & management of companies covered
  • Develop and maintain relationships with senior management of companies under coverage
  • Developing and maintaining relationships with investor relations personnel and management of companies under coverage
  • Performing data analysis for Research management
  • Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage
present
Los Angeles, CA
Equity Research Senior Associate
Los Angeles, CA
Murray and Sons
present
Los Angeles, CA
Equity Research Senior Associate
present
  • Flexibility for assisting with / covering different sub-sectors
  • Generate research reports to assist clients in making investment decisions
  • Provide support to the Senior Analyst through fundamental analysis with an emphasis on original, bottom-up research in the Power and Utilities sector
  • Build and run financial models and provide market analyses
  • Work with leading analysts to generate and explore investment thesis or stock ideas
  • Assist with (or lead) client presentations and briefings
  • Assist in building our client base and revenue over time
Education Education
Bachelor’s Degree in Commerciality
Bachelor’s Degree in Commerciality
Adelphi University
Bachelor’s Degree in Commerciality
Skills Skills
  • Proactive & hard working with strong professional accountability
  • Knowledge of Research and / or Equities is highly desirable
  • Strong attention to detail as well as solid organization/time management skills
  • Impeccable attention to detail combined with ability to ‘see the bigger picture’
  • Meticulous attention to detail and strong organizational skills
  • Disciplined and rigorous around process and demonstrates ability to initiate and complete reviews and maintain detailed checklists of activities
  • Quick learner with an ability to work well under pressure
  • Attention to detail, accuracy and strong analytical skills
  • Good time management and able to work both collaboratively and independently
  • Good knowledge of Excel
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15 Equity Research resume templates

1

Ib-equity Research Resume Examples & Samples

  • Writing research reports on industry business trends and coverage companies
  • The candidate will have 2 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • The ideal candidate must possess strong analytical skills, be proficient in business writing, have financial modeling experience, and be detail-oriented
  • It is preferred that the candidate must have 2 years of experience in Financials - Life Insurance
  • Must have the ability to analyze and predict industry trends and determine their impact on stock prices
  • Preferred experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Preferred experience in Company valuation preferably in a Research Capacity buy/sell-side
  • Preferred experience in writing in a professional capacity i.e.: Crafting Equity Research notes/correspondence; professional editor; journalism; blogging
2

Equity Research, Business Services Resume Examples & Samples

  • Speak to clients and broke product ideas
  • Experience building and maintaining financial models is essential
  • Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification preferable
3

Equity Research Resume Examples & Samples

  • Creation and maintenance of earnings models leveraging skills in accounting, finance and economics
  • Keeping abreast of industry-related news flow
  • Developing and maintaining relationships with investor relations personnel and management of companies under coverage
  • Responding to requests for data, information and calls from internal and external clients
4

Equity Research, Chemicals Associate Resume Examples & Samples

  • Create and maintain detailed information databases and valuation comparables
  • Prepare pre-results and post results updates on companies
  • Equity Research experience or an IBD background in the sector is preferable
  • Experience building and maintaining financial models
  • Self Starter
  • CFA, MBA or ACA Qualification preferable
  • Proven team player
5

Equity Research Resume Examples & Samples

  • IBD, Research or Financial Services background required
  • Strong financial skills, including at least two years of analytical experience in the chemicals or investment industry
  • Key skills required include financial modeling, industry and product analysis, and report writing
  • Candidate must possess exceptional quantitative abilities, strategic perspective, and written/verbal communication skills
  • 3 to 5 years sell or buy side research experience, investment banking or accounting
6

Equity Research Resume Examples & Samples

  • Strong financial skills, including at least two years of analytical experience in the investment industry
  • 3 to 5 years sell or buy side research experience
  • Investment banking or accounting
7

Equity Research Resume Examples & Samples

  • Maintain lead coverage of stocks
  • Write thematic sector and company research reports
  • Generate value-added investment ideas for our clients
  • Develop key relationships with buy-side counterparts leading to a strong external franchise as measured by top 3 ranking in the majority of broker votes
  • Collaborate with global counterparts
  • Develop relationships with key internal constituents
  • Interface with investment bankers and lead investor education on IPOs in the sector
  • Experience as an Equity Research Analyst is essential
  • Demonstrated strong product execution skills
  • In-depth knowledge and insight in the Biotech sector is essential
8

Analyst, Global Equity Research Resume Examples & Samples

  • Pro-actively provide portfolio managers with timely stock ideas, utilizing various fundamental, technical and quantitative techniques
  • Responsible for preparing reports on companies in the global utilities sector for presentation at the firm’s quarterly investment strategy meetings
  • Detailed company analysis, which includes the building of proprietary earnings forecasts and expected return models, as well as written research reports
  • Various administrative functions to support the portfolio managers, including maintenance of excel-based models
  • Daily maintenance of spreadsheets that analyze portfolio positions and performance relative to global benchmark indices
  • Maintain a model portfolio of companies in the sectors under coverage
9

Equity Research Resume Examples & Samples

  • This is a very visible role in the Research Department and you will be expected to independently execute against the franchise goals of our Senior Analysts
  • You will own end-to-end research product development with some guidance, and you therefore need strong financial, writing, presentation development and analytical skills
  • The ability to problem-solve and thrive with ambiguity are prerequisites; both at a strategic and deep-dive analytical level
  • The right candidate will have a strong passion for and knowledge of the consumer technology/internet sector
  • Experience as a Research Associate covering Internet is a significant positive, but strong candidates with other equity research sector experience will be considered
  • Strong candidates with relevant internet/technology sector experience from management consulting, corporate development and other related fields will be considered
  • For the right candidate this role has significant growth potential
10

Associate, Active Equity Research Resume Examples & Samples

  • Works under direction of portfolio managers or analysts to assist with portfolios and to conduct primary fundamental analysis of industries and companies worldwide
  • Maintain financial models, assist in due diligence, and perform portfolio analysis
  • Ability to interact effectively with members (analyst, PMs, management) of broad equity group
  • Support equity management in various project requests
  • Work in a team oriented manner with other research assistants in team based projects and exercises
  • Represent TIAA-CREF and his/her principals in a professional manner both internally and externally
  • Prefer minimum 1 year experience in equity research, investment banking, accounting, or consulting
  • Solid understanding of financial concepts and strong financial modeling skills
11

CIB Executive Assistant Equity Research Team Resume Examples & Samples

  • Excellent technical skills required: Microsoft Office – Proficient in Excel, Word and PowerPoint
  • Ability to contribute to Research projects: monitor news flow, company announcements/presentations, industry sites; create ad hoc spreadsheets; review/edit research
  • Professional demeanor: ability to liaise with internal departmental contacts and external clients (companies and investors) to coordinate marketing/corporate access events
  • Advanced ability to work independently
  • Ability to understand and correctly implement Equities policies & procedures including travel and entertainment pre-approvals and submissions
  • Organize and demonstrate initiative – must be able to handle and prioritize multiple tasks simultaneously in a fast paced, high pressure environment
  • Solution oriented, resourceful and proactive with a strong sense of responsibility and “ownership”; Quick learner and creative problem solver
  • Ability to handle complicated travel international itineraries (unique trips, cars, etc.) and timely expense report submissions in multiple currencies
  • The ability to accept, and act upon feedback
  • Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. Also exposure to diverse external clients (understanding of the firm’s account focus list)
  • Responsibility for the safeguarding of confidential information, whether it is information entrusted by our customers, information regarding JPMorgan Chase’s businesses and activities, or information about other employees
  • Excellent telephone etiquette, including appropriately handling calls from CEOs and CFOs of major companies
  • Excellent interpersonal and communication skills (both verbal & written)
  • Team oriented, flexible and adaptable; Positive attitude and strong work ethic
  • Intelligent, polished and confident
  • Travel, calendar and expense management experience
  • Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint
  • Ability to adapt procedures, processes and techniques to the completion of assignments
  • Strong time management, sound judgment, good prioritizing, team player - Advanced ability to organize and manage own time
  • Superior oral and written communication skills - able to generate high quality emails and messages to individuals at all levels of the organization; proactive and polished manner
  • Able to work with minimal supervision – works well individually and in teams; shares information, and supports colleagues
  • Ability to network in the organization and find the answer
  • Demonstrates sound judgment and discretion in handling confidentiality and sensitive topics
  • College degree is required
  • Minimum of 5 years of administrative assistant experience supporting a senior level manager
  • Previous experience with a top-tier investment bank, securities or law firm preferred
12

Equity Research Advisory Services Associate Resume Examples & Samples

  • Develop a comprehensive understanding of Research pricing, the regulations, framework and implementation plan
  • Detailed understanding of the Research pricing model
  • Supporting the Head of the Client Management Team
  • Updating/Maintenance of the pricing model
  • Run proposed prices and pricing scenarios
  • Maintain client tracking data, monitoring the progression of each client
  • Analyse client by client data for invoicing
  • Responding to client enquiries and data requests
  • Data integrity
  • Knowledge of Research and / or Equities would be a benefit
  • Fluent in English; ability to communicate effectively in multiple languages is helpful
  • Strong knowledge of Excel
  • Excellent analytical skills
  • Ability to build and sustain relationships with individuals at all levels of the Research department and Equities
13

Class of Summer Intern Guggenheim Securities Equity Research Junior Analyst Resume Examples & Samples

  • Support senior research analysts and other team members
  • Perform company specific, macro, and industry research
  • Respond to requests for data and information
  • Regular interaction with research sales & trading
  • Strong analytical, financial, and communication skills
  • Highly organized / attention to detail
  • Proficient with MS Office Suite
  • Should be a current junior undergraduate student
  • Must successfully pass a background check
14

Equity Research Resume Examples & Samples

  • Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
  • Able to work well remotely with banker when they are traveling
  • Heavy client interaction with high-level executives; act as liaison with clients and their assistants
  • Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
  • Coordinate all related conference rooms including any catering, audio/videoconference set up
  • Coordinate closing dinners, client outings
  • Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
  • Prepare all itineraries
  • Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
  • Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind if necessary
  • Maintain filing system, correspondence, documents and personal files for bankers
  • Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
  • Retrieve research or other necessary materials from intra/internet
  • Send and retrieve digital and inbound faxes
  • Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
  • Train temporary workers on phones and all office routines
  • Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
  • Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
  • Handle personal work as directed
  • Excellent communication, writing, judgment, and problem-solving skills
  • Able to work in a fast-paced environment and handle multiple tasks concurrently
  • Must be flexible to covering different bankers as group grows or changes
  • College Degree Preferred or Relative Corporate Experience preferred (5+ Years of Experience)
  • Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
  • Other applications helpful include Excel, PowerPoint, internet and research tools
  • Solid typing skills (60+ wpm)
  • Keep up to date with office procedures and technical training as well as all policy guidelines and compliance requirements
15

CIB F&BM Equity Research Business Manager Resume Examples & Samples

  • Support research management in day to day activities across the region
  • Design/maintain monthly MIS reports of expenses, headcount and scorecards
  • Manage global research/business and tech initiatives roll out
  • Liaison with compliance on licensing and regulatory requirements
  • Expenses management includes market data subscriptions oversight, expenses approval process and monitoring of expenses
  • Coordinating the training agenda (GMU, Research university)
  • Managing the Summer Intern Program
  • Strong analytical, quantitative and communication skills
  • Ability to interact with varying levels throughout the organization
  • MS Office , with strong excel skills preferred
  • Data mining/ MIS reporting skills
  • Initiative, able to work independently
16

Equity Research Resume Examples & Samples

  • Creation and maintenance of industry and supply-demand models leveraging skills in statistics, finance and economics
  • Regular interaction with equity and commodity sales force
  • Computer Science, Engineering or Math background required
  • Strong financial skills, including at least 3-5 years of analytical experience
  • Must have SAS programming experience
  • Must have experience with MS-DOS, SQL, Excel and VBA
  • Research or Finance/Economics experience a plus
  • 3 to 5 years sell or buy side research experience or investment banking
17

Equity Research Business Services Writing Analyst Associate Resume Examples & Samples

  • To produce regular reports summarising findings and predictions
  • To communicate views on securities through sales force and through direct client contact
  • Interact with buy-side analysts and portfolio managers in order to provide investment advice
  • Contribute to views on other sectors as well as contribute to overall sector views/pieces
  • Develop and maintain relationship with financial staff of companies covered
  • Must have at least 3 years’ experience working in Equity Research within an Investment Bank
  • Bachelor degree or the equivalent required
  • First class oral communication skills to market ideas
  • Strong written communication skills with the ability to compile and write reports and investment recommendations
18

Equity Research Senior Associate Resume Examples & Samples

  • Work with leading analysts to generate and explore investment thesis or stock ideas
  • Flexibility for assisting with / covering different sub-sectors
  • Solid understanding of financial analyses (modelling, valuation) and usage of financial resources (TEJ, Bloomberg, etc)
  • Ability to take ownership of projects from early stages to completion
19

Interest Rates & Equity Research & Product Development Resume Examples & Samples

  • Perform due diligence on ideas for prospective new product offerings or for extensions of extant product offerings. Develop worthwhile ideas into functional product designs
  • Operationalize and launch new products. Actively engage external parties, eg, market participants, regulatory authorities, and/or third-party data providers. Lead internal coordination of launch efforts through close collaboration with Financial & OTC Product Business Line Management, Legal & Market Regulation, Client Development & Services groups Operations, Clearing, Corporate Communications, and Marketing
  • Play a leading role in maintenance of existing products by, eg, evaluating impacts of market trends, engagement with market participants, and executing mandatory maintenance tasks. Propose necessary product modifications and rule amendments, as required, and gain internal approvals
  • Ensure existing products meet regulatory requirements. Keep abreast of changes in the global regulatory environment. Be alert to potential impacts upon the exchange¿s product offerings and markets
  • Play a leading role in product marketing efforts by supplying data, analysis, and educational materials. Prepare and deliver product and educational presentations
  • Build and maintain a network of market participants, regulators, and data providers through trade calls, surveys, industry events, trade shows, and conferences. Report intelligence gathered to internal stakeholders through the exchange¿s customer relationship management tool
  • BA or BS minimum. MA, MS, MBA, or PhD preferred. Numeracy and mastery of applied statistical estimation and inference methods at the level of graduate study in the physical sciences, engineering, computer science, finance, or economics. At least 5 years¿ work experience in financial, exchange, or related industries
  • Microsoft Office. VBA. Fluency in CME Infosource and/or Bloomberg analytics/data retrieval is a plus
20

Equity Research Executive Assistant Resume Examples & Samples

  • Managing extensive telephone activity
  • Maintain daily calendar – scheduling all meetings & conference calls, internal + external
  • Coordinate all travel arrangements & itineraries
  • Organize meetings, events and conference calls both globally & locally
  • Prepare, proof and process travel expenditures for managers
  • Prepare and update PowerPoint presentations for meetings
  • Organize agendas and all materials for meetings
  • Collect & compile research data
  • Maintain Research databases with current & accurate research/industry data
  • Gather market intelligence within a defined set of companies or industry sector
  • Update spreadsheets/models with current market data
  • Strong interest in markets, specifically commodities
  • Strong verbal and written communication skills & ability to interact comfortably with individuals at all levels
  • Good team player - comfortable working across multiple teams
  • Ability to think out of the box and contribute new ideas
  • Must be flexible and able to work well under pressure
  • Should possess strong attention to detail and be able to work under tight deadlines
21

Assistant to Equity Research Department Resume Examples & Samples

  • Relevant working experience from 2 years
  • Fluent Russian and English
  • Strong PC skills(proficient knowledge of MS Word, Excel, and Powerpoint; knowledge of Lotus Notes preferred)
  • Knowledge of general office procedures (e.g., filing, correspondence, arranging meetings)
  • Excellent telephone manner
  • Advanced ability to organise and manage own time
  • Tact and good judgement in confidential situations and the ability to interact with senior management
22

Equity Research Resume Examples & Samples

  • Industry or Equity Research experience within Leisure is essential
  • Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is essential
  • Excellent academics
23

Associate, Institutional Equity Research Resume Examples & Samples

  • Education: preference is given to candidates who possess an MBA, and an undergraduate degree in Finance or business-related discipline. Candidates who possess a CA designation would be an asset
  • Experience in any of the following industries is highly preferred: Banks, Insurance
  • Strong multi-tasking and time management skills
  • Ability to work independently in a deadline oriented environment
  • Demonstrated interest in the capital markets industry through school courses, clubs and/or related work experience
24

Equity Research Hardlines Retail Associate Resume Examples & Samples

  • Assist internal sales and trading teams in the timely analysis of breaking news in the sector
  • Must have 1+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Must have 1+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Must have exceptional written and oral communication skills
  • Must be able to clearly and concisely communicate with clients as well as the ability to effectively deliver presentations
  • CFA and/or CPA a plus
25

Equity Research Resume Examples & Samples

  • Write research reports for initiations of coverage, analysis of data, earnings results, and industry news
  • Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage
  • Must have 2+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Must have 2+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Must have strong attention to detail
  • The ideal candidate will be diligent, proactive and responsive
  • Must be willing to travel
26

Associate Analyst Equity Research Resume Examples & Samples

  • The role supports senior analysts in the Healthcare sector and can include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
  • The person in this role may conduct independent research; attend company meetings, trade shows and conferences as needed
  • The incumbent will work under the direction and management of senior analysts within the group
  • Over time, the person in this role may be asked to cover specific sectors and make investment recommendations under the supervision of senior analysts
  • This is an entry position into the investment research field with the expectation of a career track in equity research for successful candidates
  • BA/BS degree required preferably majoring in Life Science, Medicine, Finance, Accounting, Economics, Mathematics, Statistics or other investment-related discipline
  • 2+ years of investment banking and/or equity research experience
  • Proven ability to perform foundational research tasks on specific securities, companies and/or industries
  • Strong financial modeling competency
  • Ability to communicate results effectively
  • Preference will be given to candidates with Healthcare sector research experience
27

Equity Research Diversified Financials Associate Resume Examples & Samples

  • Attend company and industry presentations and conferences
  • Manage all the client requests and take ownership of the all the analysis the team leader requires
  • Industry or Equity Research experience within Diversified Financials is essential
  • Experience building and maintaining financial models is required
28

Equity Research Business Services Team Associate Resume Examples & Samples

  • Build and update financial models on companies within the sector
  • Create and maintain detailed information databases and valuation comparables and be responsible for all the model updates across the space
  • Help write thematic sector and company research reports
  • Generate value added investment ideas for our clients
  • Industry or Equity Research experience within Business Services is desirable
29

Institutional Equity Research Sales Assistant Resume Examples & Samples

  • Excellent writing, interpersonal and oral communication skills
  • Ability to handle clients and to make decisions on moderately complex issues
  • Definitive interest in capital markets
  • Flexibility with assignments and work hours
  • Proficiency with MS Work, Excel and PowerPoint
  • Great organizational and strong logistics skills are required
  • Candidate must be a quick learner in required daily sales desk activities, expense reporting and general administrative work
  • Will need to pass securities regulatory licensing exams (Series 7 & 63)
30

Equity Research Resume Examples & Samples

  • Must have 4+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Strong financial skills, including at least two years of analytical experience in the Biotech or investment industry
  • Must have 4+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
31

Equity Research Sri Team Associate Resume Examples & Samples

  • Help produce impactful SRI research
  • Help write SRI thematic reports
  • Help integrate ESG analysis into Morgan Stanley’s mainstream research
  • Experience as an equity research associate on the buy-side or sell-side is preferable
  • Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is preferable
32

Equity Research Resume Examples & Samples

  • Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
  • Interact with institutional investors, responding to requests for models, reports and data analysis
  • The candidate will have 2 years of exoperience in a Financial Services Capacity—including internships — Investment Banking/M&A/Equity Research preferred
33

Associate Analyst Equity Research Resume Examples & Samples

  • The role supports senior analysts in the energy sector and can include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
  • BA/BS degree required preferably majoring in Finance, Economics, Business or other investment-related discipline
  • Preference will be given to candidates with energy sector equity research experience
34

Equity Research Latin American Coverage Resume Examples & Samples

  • Research and write reports with a company, sector or country specific focus
  • Understand the nuances of the industry and the Mexican equity market
  • Bachelor’s Degree in Finance, or equivalent
  • Prior equity research experience is essential
  • Experience with the Mexican equity market is essential
  • Fluency in English and Spanish
  • Proven writing skills
35

Global Research Equity Research Utilities Associate Resume Examples & Samples

  • Lead the coverage of several stocks in various Utilities sub-sectors
  • Utilities sector experience preferred; interest in Utilities and the stock market is essential
  • Ability to work under pressure and to tight deadlines
  • Excellent academic results (Bachelors degree minimum of a 2:1 or equivalent)
36

Fall Co Op, Equity Research Vancouver Resume Examples & Samples

  • Provide research support to the analyst/associate analyst as required
  • Student pursuing an undergraduate degree with a focus in Finance/Economics at a university with a formal co-op program
  • Strong financial and analytical skills with the ability to synthesize data points into trends
  • Outstanding PC skills, specifically Excel, with ability to quickly learn new platforms (Bloomberg, Thomson One)
  • Self starter with a strong work ethic, commitment to task and an attention to detail
  • Ability to commit to over and above regular work hours and meet time sensitive deadlines as required
  • Demonstrated passion for stock/financial markets
37

CO OP Associate Equity Research Resume Examples & Samples

  • Create and maintain spreadsheets
  • Provide write-ups on companies and industries
  • Assist at industry conferences
  • Strong accounting, analytical and math skills
  • Exceptional writing skills
  • A passion for learning and a desire to pursue a career in the capital markets
  • Ability to learn quickly and show initiative with little to no supervision is essential
  • Enrollment in or completion of the Canadian Securities Course would be beneficial
  • Interest in pursuing (or enrollment in) the Chartered Financial Analyst (CFA) program is an asset
38

Equity Research Resume Examples & Samples

  • Must be fluent in Spanish and/or Portuguese
  • 3-5 years of sell or buy side research experience, investment banking or industry experience
  • Ability to multitask and reprioritize is a must
  • Bachelor’s Degree, MBA a plus
  • Outstanding analytical/financial skills
  • Must have excellent attention to detail
  • Industry knowledge is a plus
  • Strong focus on teamwork
39

Equity Research Admin Assistant EQT Resume Examples & Samples

  • Strong Windows, Microsoft Office skills including Outlook, PowerPoint, Excel (charts, macros) and Word
  • Pleasant demeanor and effective communication skills (Verbal and Written)
  • Excellent organizational skills/attention to detail
  • Logical thinker who demonstrates strong judgment
  • Strong interpersonal and analytical skills
  • Reliability
  • Capable of multitasking
  • Ability to work independently- self-starter
  • Must be flexible with hours when necessary
40

Equity Research Resume Examples & Samples

  • Write differentiated product on stocks under coverage
  • Develop relationships with internal and external clients and become ranked
  • Attend company and industry presentations and conferences and build relationships with all levels
  • Contribute to firmwide and Research initiatives on behalf of the team
  • Experience as a stock covering Equity Research Analyst is essential
  • In-depth knowledge and insight in the Steel or Metals and Mining sector is essential
  • Proven track record of client votes
41

Equity Research Master Limited Partnerships VP Resume Examples & Samples

  • Writing research reports for initiations of coverage, analysis of data, earnings results, and industry news
  • The ideal candidate will have 5+ years of experience in a Financial Services Capacity—including internships — Investment Banking/M&A/Equity Research preferred
  • 5+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
42

Equity Research IT Hardware Senior Associate Resume Examples & Samples

  • 3+ year demonstrated writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; presentation or development of industry reports
  • The candidate will have 3+ years of experience in IT Hardware and more specifically knowledge of and interest in the industry
  • CFA is a plus
43

Gir-equity Research Resume Examples & Samples

  • Provides administrative support to three Consumer/Retail senior analysts and their junior team members
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports
  • Handles a high volume of phones calls and interacts with high level business leaders, company management teams and cross division counterparts
  • On-boards new hires, processes new employees and transfers
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
  • Works on broader team initiatives such as conferences and marketing schedules
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
  • High attention to detail and strong organizational skills
  • Demonstrates high degree of judgment, integrity and confidentiality
44

Equity Research Singapore Resume Examples & Samples

  • Excellent communication and strong interpersonal skills
  • Able to display good judgment / common sense and make sound decisions
  • High proficiency in the use of technology (MS internal systems, Microsoft Office, internet, intranet, voicemail etc) Ability to learn new systems and processes quickly
  • Detailed oriented, producing a thorough and accurate work product
  • Ability to obtain information, solve problems and utilize technology in a resourceful way
  • Systematic and very well organized
  • Reliable and dependable team player
  • Ability to manage heavy workload and prioritize effectively
  • Ability to work under pressure and maintain professional composure
  • Must maintain high standards of professional integrity at all times
45

Equity Research Resume Examples & Samples

  • Develop deep relationships and expand one's network of clients in the investment management community
  • Formulate buy/sell/hold recommendations on bellwether names in the sectors
  • Successfully represent Credit Suisse at industry conferences, panels, and with management of companies under your coverage
  • Analyze industry macro trends and company financials ensuring correct and up-to-date information for research reports
  • Write research notes and broader reports to convey CS’s investment theses
46

Gir-equity Research Management Resume Examples & Samples

  • Front line support for members of the equity research management team
  • Facilitate the planning of leadership and department wide meetings
  • Coordinate international and domestic travel arrangements
  • Work with Sales counterparts to plan marketing trips
  • Manage heavy volume of inbound calls, requests and scheduling
  • Provide back up support for other members of the management team
  • 3+ years experience as an administrative assistant supporting a Managing Director, Partner, Sector Head or C-level executive at a financial services firm
  • Excellent professional interpersonal and communication skills
  • Maintains a high degree of discretion and judgment
  • Strong attention to detail and strong organization skills
  • Demonstrates dependability and a sense of urgency to drive results
  • Self-starter with excellent problem solving skills
  • Ability to perform a wide variety of tasks with the flexibility to change focus quickly as demands change (multi-task)
47

Equity Research, Russian Energy Analyst Resume Examples & Samples

  • Create and maintain detailed information databases and valuation comparables and be responsible for all the model
  • Equity Research experience is essential
  • Fluency in English and Russian (both written and spoken) required
  • Academic or professional experience in the energy sector preferred
  • Strong verbal and written skills
  • Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA)
48

Equity Research Resume Examples & Samples

  • Will be responsible for the segment news flow and company models for specific companies within the sector
  • Primary responsibility for specific institutional client
  • Associate level candidate with relevant IBD (FIG investment banking), research or corporate banking background is required
  • Spanish language proficiency is a must
  • Ability to build strong client relationships
  • Strong verbal communication skills to market ideas
  • Build/maintain complex financial models
  • Work experience at a Spanish bank is preferred
49

Administrative Assistant, Equity Research Resume Examples & Samples

  • Calendar management utilising Microsoft Outlook
  • Scheduling and coordinating client and internal meetings in Hong Kong or in different countries and time zones
  • Manage incoming phone calls and messages
  • Manage travel and related logistics arrangements, adhering to the travel and expense policy
  • Document management (filing, printing, simple formatting)
  • Assisting in team and corporate marketing events
  • Other administrative duties as required
  • Previous experience in a financial/professional environment or similar role
  • Proficiency in using Microsoft Outlook, Office and applications in Win 7 or above
  • Good command of English and be able to manage conversations with English native speakers; good phone manner
  • Ability to remain calm and work under pressure
  • Detail oriented and able to multi-task
  • Team player and self-motivated
  • The ability to effectively interact with senior level management and ensure a high level of confidentiality
  • Energetic personality with positive attitude and flexibility to work outside of regular office hours when required
50

Equity Research Resume Examples & Samples

  • Must have 2-4 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred
  • Knowledge of Insurance
  • CFA and/or CPA
  • Ability to speak Spanish
51

Equity Research Resume Examples & Samples

  • Interact with institutional investors; respond to requests for models and data analysis
  • Must have 2-4 years of experience in a Financial Services capacity –Equity Research/Investment Management/Investment Banking preferred
  • Actuarial reserve analysis
52

Equity Research Resume Examples & Samples

  • Will be responsible for the segment news flow and company models for specific companies within the media sector
  • Primary responsibility for specific sectors
  • Develop and maintain relationship with investor relations & management of companies covered
  • Associate / VP level candidate with relevant research (sell-side or buy-side), IBD or corporate banking background is required
53

TKY Equity Research Distribution Resume Examples & Samples

  • Fluent in both English (native level) and Japanese (business level)
  • Strong interpersonal and communication skills - both written and spoken
  • Basic Excel operation
  • Strong background in finance or economics
  • Service oriented mindset - Must be able to handle multiple client & internal requests regarding research reports, screenings, overseas content etc
  • Analytical
  • Strong desire to learn about the Japanese equity market - Must be aware of what research is being published as well as market trends in order to effectively market/distribute/flag reports
54

Cib-ap Equity Research Technology Resume Examples & Samples

  • Solid academic background with excellent relevant industry experience and a mindset to analyze the industry and companies from investment stand point
  • Ability to understand technological developments and explain them in simple terms, as well as be able to draw implications for companies in the industry
  • Fluency in English and Chinese
  • Expert in MS offices, Excel, Powerpoint, and Word
  • Quantitatively inclined and detail-oriented; highly motivated
  • We will provide on-the-job training but candidate should be willing to invest time indeveloping ginancial skills and/or industry knowledges as relevant
55

Equity Research Resume Examples & Samples

  • Primary responsibility for a specific institutional client
  • Associate or VP level candidate with relevant industry, IBD (FIG investment banking), research or corporate banking background is required
  • N/a
56

Supervisory Analyst Equity Research Resume Examples & Samples

  • Review and sign off on equity research and fixed income publications and other communication, ensuring adherence to regulatory guidelines
  • Ensure consistency throughout equity research publications including models, investment theses and supporting arguments
  • Work closely with Research Analysts and Associates to ensure that a clear message is conveyed in all publications
  • Review equity research reports for content, grammar usage and application of editorial styles; most material is in English
  • May require some review of correspondence written in Spanish
  • Ensure appropriate disclosures are included in research publications
  • Chaperone communication between equity research staff and other departments where required
  • Update databases and spreadsheets
  • Develop new and maintain existing regulatory standards for the department in collaboration with other Supervisory Analysts and department management
  • Liaise with the compliance department regarding watch list and restricted list stocks
  • Maintain a high level of communication with Equity Research Analysts and Associates
  • Previous Equity Research Analyst or Supervisory Analyst experience is required
  • Exceptional writing and editing skills in English
  • Fluency in Spanish would be an asset
  • Experience working with non-native English speakers would be an asset
  • Proven attention to detail
  • Knowledge of equity research compliance procedures
  • Strong command of Microsoft Office Suite
  • Ability to work well with a team of Supervisory Analysts in various locations/time zones
57

Guggenheim Securities Equity Research Summer Analyst Program Resume Examples & Samples

  • Support senior Research Analysts and other team members
  • Regular interaction with Research Sales & Trading
  • Attend company conferences and non-deal road shows
  • Detail-oriented and well organized
  • Strong quantitative, analytical and financial skills
  • Interest in the financial markets and financial modeling
  • Ability to work effectively independently as well as a part of a team
  • Should be a current Junior undergraduate student (estimated graduation Dec 2016-June 2017)
58

Equity Research Assistant Resume Examples & Samples

  • Supporting the day to day internal/client requests and needs
  • Input data into models on a timely manner
  • Contribute to furthering your franchise as a business
  • Experience working within a financial institution
  • Always looks for new ways of doing things
59

Equity Research Resume Examples & Samples

  • Assisting in compilation and writing of thematic sector and company research reports and investment recommendations for our clients
  • Coverage of selected mid-cap stocks, if hired as an Associate
  • Multitasking ability and high degree of commerciality
  • CFA
  • Proficiency in using Bloomberg, factSet
60

Associate, Institutional Equity Research Resume Examples & Samples

  • Education: preference is given to candidates who possess an MBA, and an undergraduate degree in Financeor business-related discipline. Candidates who possess an accounting designation would be an asset
  • Experience conducting financial analysis of companies and economics
  • Previous capital markets experience is highly preferred
  • Work experience or background in Pipelines, Utilities & Poweris an asset
  • Excellent background in accounting and finance is a preference
  • Demonstrated interest in the capital markets industry through school courses, clubs and/or related work experienceCIBC is committed to providing employees with competitive compensation that reflects individual contribution, business performance and the markets in which we compete for talent. We pay-for-performance; employee total compensation is linked to CIBC's goals and performance
61

Equity Research Resume Examples & Samples

  • Must have 3-5 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research strongly preferred
  • Must have 3+ years utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Experience in refining, chemicals or integrated oil is a plus
  • CFA, MBA a plus
62

Assistant for Equity Research Department Resume Examples & Samples

  • Meeting arrangement, client visits, IR meetings, data management, corporate news gathering, admin support, report and presentations support and interview notes
  • Good skills in excel and PowerPoint are needed as you will be supporting the report writing info for the lead research analyst
  • Fluent communication skills in Japanese and English (advanced to fluent verbal and written level)
  • Previous experience working as a research assistant. Preferred but not required
63

AN / As-equity Research, Capital Goods Resume Examples & Samples

  • Initiate and develop equity research products and disseminate key sector and stock recommendations and advice to internal and external stakeholders
  • Develop and maintain close relationship with coverage company management
  • Experience of working within Equity Research or Corporate Finance/ M&A ideally with either previous experience, or a keen interest, in the Industrials / Capital Goods Sector
  • Solid analytical skills, including ability to perform data analysis
64

Associate, Equity Research Resume Examples & Samples

  • Please include a writing sample (3-5 Pages, reporting on any stock) along with your cover letter, resume and transcripts (if recent graduate)
  • Education: preference is given to candidates who possess CFA, MBA (or Masters of Economics), and an undergraduate degree in Financeor business-related discipline. Candidates who possess a CA designation would be an asset
  • Experience conducting financial analysis of companies in various industries and general knowledge of the capital market industry, and economics
  • Experience in any of the following industries is highly preferred: Industrials, Engineering and Construction
  • Strong background in math and finance is a preference
  • Excellent knowledge of PC applications (i.e. Excel, Word, PowerPoint, Access)
  • Strong interpersonal skills to deal effectively with internal and external clients
65

Equity Research Resume Examples & Samples

  • Must have 1-4 years of experience in a Financial Services Capacity – Equity Research /Investment Banking/Consulting preferred
  • Must have experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Chemicals experience is a plus
66

Equity Research Resume Examples & Samples

  • Equity Research experience or an ACA background is essential
  • Top class undergraduate degree or equivalent from leading universities
  • Chartered Financial Analyst (CFA), Master of Business Administration (MBA) or Associate Chartered Accountant (ACA) Qualification is preferred
  • Languages: Turkish & Arabic – desired though not essential
67

Equity Research Resume Examples & Samples

  • Build and maintain database/pipeline of collaborative research reports, including theses, contributors, SSC/Publication dates, marketing plans
  • Provide organisational structure so that that SSC heads can drive volume of Blue Papers and Global Insights
  • Provide input re quality and commercial impact of collaborative/global reports
  • Provide collaboration report to DORs and ADRs every 2/3 months (readership, attribution, proposed vs delivered)
  • Present pipeline to weekly SSC call
  • Build and manage marketing best practice for Global Insight reports
  • Join monthly global team calls
  • Liaise with 17 global team coordinators to get early look at pipelines, discuss initial ideas
  • Research liaison with regional alpha/whitephone teams, re global projects
  • Partner with Joe McVeigh on global department projects (e.g. Vintage Values, 20/2020, Big Debates, Theme Trades)
  • Self-started, highly motivated
  • Disciplined and rigorous around process and demonstrates ability to initiate and complete reviews and maintain detailed checklists of activities
  • Ability to work to tight deadlines and handle business pressure
  • Good judgement
  • Strong organisational skills, with the ability to balance numerous tasks and responsibilities
  • Intellectually curious with questioning approach to problem solving
  • Attention to detail, accuracy and strong analytical skills
  • Strong communication skills – written and spoken
  • Knowledge of Research and / or regulations preferred but not essential
  • Financial Services background
68

Associate, Active Equity Research Resume Examples & Samples

  • Minimum of 1 year experience in equity research, investment banking, or consulting
  • Must be extremely proficient with Excel, FactSet, Bloomberg, and PowerPoint
  • ©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921
69

Equity Research Resume Examples & Samples

  • Develop and maintain relationships with senior management of companies under coverage
  • Generate investment ideas
  • Creation and maintenance of company and industry models leveraging skills in accounting, finance and economics
  • Communicate with internal and external clients
  • Must be fluent in Spanish and English
  • Bachelor’s Degree, MBA or Master in Finance a plus
  • Industry or consulting experience a plus
  • Strong excel and data management skills
  • 5-7 years sell or buy side research experience, investment banking, private equity, consulting or industry experience
70

Equity Research Resume Examples & Samples

  • Contribute to the decision making process on stock recommendations
  • Develop relationships with corporates
  • Experience as an Analyst in Equities, Credit, Investment Banking or similar
  • In-depth knowledge and insight of the Financials and Banking sector
  • Ability to collaborate with European and International colleagues
71

Director, Active Equity Research Resume Examples & Samples

  • Monitoring, analyzing, and estimating the long- and short-term profitability of the European retail and Global luxury goods sector
  • Assessing the elements contributing to a stock’s price/performance
  • Conducting fundamental equity research on individual companies and monitoring and integrating research from external sources into their stock selection
  • Functioning as the European retail and luxury goods specialist and developing the necessary valuation, risk assessment and portfolio construction techniques required to drive the portfolio’s relative performance versus the benchmark
  • Coordinating efforts in order to achieve the necessary level of communication within the organization to permit all portfolio managers to benefit from the analyst’s efforts
  • 7+ years of analyzing consumer or retail related equities
  • Proficient in Excel, Word, and PowerPoint
  • Position can be located in New York or San Francisco
  • Bloomberg, Factset, and/or Reuters Experience Preferred
72

Equity Research Resume Examples & Samples

  • Assist sector teams in drafting and maintaining accurate up to date marketing plans
  • Liaise with sales on the coordination and execution of marketing schedules – ensuring delivery of high quality meetings with identified accounts
  • Arrange client meetings with core accounts in designated regions
  • Conduct audit of existing processes within sector teams to identify potential areas for improvement
  • Work collaboratively and embed within identified sector teams to achieve agreed objectives, including attendance at weekly team meetings
  • Maintain tracking system for marketing trips (by team)
  • Tracking of teams interactions both with ‘priority’ and ‘focus’ accounts - highlighting gaps and addressing accordingly
  • Maintain record of broker reviews and highlight required actions to associated teams
  • Track and follow up where necessary on bi-weekly vote data
  • Point of contact and knowledge bank for queries related to client connectivity and rankings
  • Knowledge of Research and / or Equities is highly desirable
  • Excellent organisational/prioritisation skills - ability to multi-task and respond to changing priorities
  • Good commercial awareness and experience working within a marketing function would be beneficial
  • Competent user of Customer Relationship Management systems
  • Impeccable attention to detail combined with ability to ‘see the bigger picture&#8217
  • Able to work both collaboratively and independently
  • Good time management and able to work both collaboratively and independently
  • Good knowledge of Excel
  • Diplomatic communicator
  • Self-motivated, tenacious and confident
  • Acts with integrity and discretion
73

Equity Research Resume Examples & Samples

  • The candidate will have 2 years of experience in the Biotechnology sector
  • Writing experience in a professional capacity – i.e.: Crafting Equity Research notes/correspondence; presentation or development of industry reports
  • M.D./Ph.D is a plus
74

Equity Research Resume Examples & Samples

  • Must have 3+ years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research strongly preferred
  • Must have strong experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is expected and required
  • Experience in Shipping and/or Oil Services is preferred
75

Supervisory Analyst, Equity Research Resume Examples & Samples

  • Business/Accounting degree
  • Successful completion of the CFA program
  • Successful completion of The Partners, Directors and Senior Officers Course
  • Series 24 General Securities Principal is mandatory
  • Series 16 or a Series 86 and 87 are desirable but not mandatory
  • CSI Conduct and Practices Handbook and Canadian Securities Course preferred
  • Extensive knowledge of the financial services industry
  • Keen eye for detail is essential
  • Excellent analytic, written and verbal communication skills
  • Experience in a Research Analyst or senior editing role, preferably three to five years
  • Previous experience as a Supervisory Analyst preferred
  • Strong knowledge of equity research compliance procedures as evidenced by work experience on the buy or sell-side industry
  • Knowledge of Microsoft Office Suite and Adobe Acrobat
  • Knowledge of equity research publishing and third-party vendor distribution
  • Ability to multi-task and work well under pressure with minimal supervision
  • Must communicate, educate on complex original ideas and methodologies to groups and individuals without technical expertise in these areas
76

Equity Research Resume Examples & Samples

  • Excellent academic record, a minimum BSc degree is required
  • Qualified or partially qualified Accountant preferred
  • CFA is not a must
  • Travel and Leisure Equity Research industry knowledge is not essential
77

Equity Research Resume Examples & Samples

  • 4+ years of experience in financial services or related fields
  • Experience with independently managing a project to completion
  • Proficient in MS Excel, PowerPoint and Word
  • Experience in buy or sell-side research, investment banking or private equity
  • Ability to multi-task and work with numerous teams and varying levels of seniority
78

Equity Research Senior Associate Resume Examples & Samples

  • Analyze individual Power and Utility 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 Power and Utilities sector
  • Build valuation models
  • 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
  • Respond to client and internal inquiries regarding research findings and directives
  • Minimum 3 years’ experience within Equity Research or Investment Banking, Sell-Side Equity Research experience preferred
  • Prior Power and/or Utilities experience required, Merchant Power experience preferred
  • Proficient in Microsoft Office, Excel, PowerPoint, and Word
  • Must have series 7, 63, 86 and 87 licenses or obtain licenses within 3 months of hire
  • Ability to deliver under pressure and meet deadlines effectively
  • Keen interest in career progression with Guggenheim Securities
79

CM Equity Research Resume Examples & Samples

  • Prepare internal departmental productivity reports; create and update performance data books
  • Perform financial modeling, due diligence, and support services for research analysts
  • Respond to requests for information and analysis from institutional salespeople and traders
  • Create and maintain written research reports and financial models on corporates for consumption by institutional clients
  • Some administrative tasks including (1) collection and accumulation of key data; (2) generation of PowerPoint slide decks and graphs
  • 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
  • Writing: the ability to succinctly and clearly explain complex information
  • Computer skills: MS office (highly proficient in Excel); database experience a plus, i.e Bloomberg and/or Factset
  • Specific industry skills: Some direct experience in capital markets (sell-side/ buy-side) a plus
  • Resourcefulness: the ability to find or develop answers to questions starting with incomplete information and limited direction
  • Attention-to-detail: a perfectionist approach to analysis and communication
  • Speed: the ability to respond to requests very quickly while maintaining a perfectionist approach
80

Equity Research Resume Examples & Samples

  • Maintaining lead coverage of stocks
  • Writing thematic sector and company research reports
  • Generating value-added investment ideas for our clients
  • Developing key relationships with buy-side counterparts leading to a strong external franchise as measured by top 3 ranking in the majority of broker votes
  • Collaborating with global counterparts
  • Developing relationships with key internal constituents
  • In-depth knowledge and insight in the MLPs/Energy sector is essential
81

Baam Equity Research VP Resume Examples & Samples

  • Monitoring of existing hedge fund relationships, which include regular conversations with different levels of contacts at the firm, tracking key positions, themes and exposures in the portfolio, assessing the impact of any organizational changes, and continuously challenging the validity of BAAM’s investment thesis
  • Working with BAAM’s Strategic Opportunities team and leading hedge fund managers to source, diligence and underwrite co-investment opportunities, leveraging Blackstone’s various groups where appropriate
  • Developing and utilizing a personal network to source new investments and assist in a deeper understanding of existing investments
  • Thinking critically about how various market factors impact Equity strategies broadly and making recommendations regarding different styles of investing, given the current environment and future expectations
  • Thinking creatively about ways to improve the team’s existing due diligence process, helping ensure quality, consistency and thoroughness in their approach
  • Training and mentoring of junior team members
  • Superior communication skills, including a demonstrated ability to write effectively
  • A desire to work in a team environment often under pressure
  • 5-10 years of relevant work experience, including a minimum of 3 years of security/company valuation experience, preferably at a hedge fund, private equity firm or top-tier banking program
82

Global Markets, Equity Research Resume Examples & Samples

  • Analysis of key macro developments, engaging with research by Credit Suisse economists, credit analysts and equity analysts globally
  • Idea generation and analysis of trends and opportunities across asset classes (bonds, equities, credit)
  • Contributing to the team's regular written reports
  • Presenting the team's work to internal and external audiences
  • Collaborating with the team across all aspects of output: notes, cross-departmental publications as well as presentation materials
83

Equity Research Administrative Assistant Resume Examples & Samples

  • Compiles and binds marketing pitch books – understands deadlines and the importance of timely completion
  • Completes expense reports for analysts
  • Formats research publications and posts to our internal website. Proofreads and corrects material for correct grammar, spelling, and punctuation
  • Assist Equity Research teams with database needs. Database needs may involve direct data entry, organization and manipulation of data
  • Answers and/or initiates telephone calls; provides information or refers callers to the proper staff; answers inquiries requiring knowledge of the Research department's overall function. May explain policies, procedures, or services
  • Works with other administrative assistants to provide phone coverage and backup of daily tasks, as needed
  • Maintains research library contents, client lists, and departmental files in support of the daily operations of the department
  • Maintains coverage lists and spreadsheet downloads from various software services
  • May sort, process and route incoming and outgoing mail to maintain natural workflow and communications. Handles routine mail without direction to assist the team
  • Associate or bachelor’s degree preferred. Experience in the performance of moderately complex administrative/office support functions
  • Strong PC skills with demonstrated knowledge and application of word processing and spreadsheet packages; extremely proficient with Microsoft Office; strong Excel skills
  • Professional and courteous, with a concern for maintaining a high level of customer satisfaction
  • Strong oral and written communication skills - ability to effectively exchange ideas and information
  • Strong organizational skills -- ability to prioritize daily workflow to effectively organize tasks to achieve specific goals
  • Ability to handle a large volume of administrative detail with accuracy and reliability
  • Detail oriented - recognize errors in numbers, spelling, and punctuation
  • Ability to work independently in a fast-paced environment with only general supervision
84

Msg-junior Equity Research Consumer Analyst Resume Examples & Samples

  • Support the publication and presentation of insightful high-impact research reports on the sector and its constituent companies
  • Forming financial models and forecasts for a broad range of Consumer/ Retail Companies
  • Supporting the provision of regular commercial commentary to our sales and trading functions
  • Timely and high-quality response to institutional investors' queries
  • Sharing of insights and support were relevant and appropriate to other Macquarie divisions such as advisory and asset financing
85

Equity Research Resume Examples & Samples

  • Bachelor’s degree with a strong academic track record
  • Strong team orientation
  • 1-4 years of experience in investment research, financial modeling and analysis
  • Working knowledge of accounting, finance, and valuation
  • Progress toward earning the CFA designation
86

Equity Research Trainee Months Resume Examples & Samples

  • To provide accurate analysis of the market, carrying out fundamental analysis and valuations of peers and compare the same with organisational valuations for benchmark purposes
  • To help preparing financial reports in order to: a) investigate key investment themes and 2) underpin conclusions on in depth fundamental analysis
  • To create presentations based on equity research analysis to use in order to present investment themes and gather relevant inputs for the equity research process
  • Regulatory Skills
  • Good oral, written, and verbal communication skills
  • Flexibility - Adaptability
  • Ability to Work Under Pressure
  • Analytical Skills
  • Critical (and lateral) thinking
  • Strong networking skills
  • Good understanding of capital markets and financial statements
87

Equity Research Resume Examples & Samples

  • The candidate will have 2-3 years of experience in a Financial Services Capacity—Investment Banking/M&A/Equity Research preferred
  • Experience in Industrials is preferred
  • Candidates should be self-motivated, creative, curious, organized and have a strong focus on teamwork
88

Equity Research Resume Examples & Samples

  • Contribute to writing thematic sector and company research reports
  • Contribute at company and industry presentations and conferences
  • Generate valued investment ideas for our clients
  • Foster all the client requests and take ownership of the all the analysis the team leader requires
  • Connect with our clients and develop product ideas
  • Create and maintain detailed information databases and valuation comparables and be a part of the team responsible for all the model updates across the space
89

Head of Equity Research, Family Office Resume Examples & Samples

  • Manage and deliver investment research to support the family office's investment strategies and portfolios
  • Manage a team of analysts and establish the research team's priorities and deliverables
  • Works closely with the senior management to conduct investment research and support the asset allocation views and investment decisions
  • Monitor investment themes and provide investment recommendations
90

GIR, Equity Research, MD / PhD Fellowship Resume Examples & Samples

  • Is open to Medical Doctors or PhDs in math, technology, science, medical, or healthcare related disciplines
  • Build and maintain financial models
  • Market share, macro trend, and cross company and sector data analyses
  • Company specific projects
  • Update monthly reports, marketing books, and weekly reports
  • Update and maintain daily valuation sheets
  • A proactive approach and a high level of enthusiasm
91

Equity Research Resume Examples & Samples

  • Manage global financials research pipeline
  • Update, maintain and manage global bank databases
  • Analyze impact of key issues across banks across the globe
  • Write up key investment conclusions, both individually and jointly with other team members in reports and presentations
  • Backup US Large Cap Bank Team when necessary (models, reports, analysis)
  • Keep abreast of industry-related news flow and regulatory changes. Analyze implications of news/industry developments to global banks
  • Develop and maintain relationships with global team
  • The candidate will have 3+ years of experience in a Financial Services Capacity — Investment Banking/M&A/Equity Research highly preferred
  • Experience analyzing banks
  • Experience utilizing Excel for: Building/Maintaining Financial models and databases- advanced level of excel proficiency is expected and required
92

Associate Equity Research, Cleveland Resume Examples & Samples

  • Qualified candidates will possess a Bachelors degree in business, with a focus in accounting or finance
  • Successful candidates will have completed no less than 3 senior level accounting and/or financial analysis courses. point average above 3.5 preferred. In addition, at least one year of experience in an analytical or financial role required
  • Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required. In addition, this individual must possess the ability to synthesize data and articulate findings through excellent presentation skills
  • Employee will operate office equipment, secure supplies and files, communicate with customers and/or other employees and will be expected to move about the office location
  • Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak and hear customers and/or other employees via phone or in person; body motor skills sufficient to enable incumbent to move from one office location to another
93

Cib-global Equity Research Resume Examples & Samples

  • Call trends before competitors, be a sounding board for top clients or traders
  • Selling the whole firm, offering clients the full array of our product offerings. In-depth understanding of the spectrum of the firm's research platform and products
  • Significant experience gained within a Research role in an investment banking environment
94

Equity Research Resume Examples & Samples

  • Answering accounting, modeling and valuation questions from equity analysts and clients
  • Implementing and maintaining valuation and modeling best practices to enhance the quality of Research financial models
  • Working with analyst teams to avoid and resolve issues with their financial models and model data
  • Coordinating regional and global research projects
  • Creating and improving analytical tools powered by ModelWare and third-party data sources
  • Conducting one-on-one and small group trainings covering financial statement modeling and ModelWare best practices
  • Leveraging the ModelWare platform to create investment analysis content
  • Performing data analysis for Research management
  • Bachelor’s degree in accounting; finance coursework a plus
  • 2+ years of audit experience
  • CPA is a must
  • CFA desired
  • Advanced level of excel proficiency is expected and required
  • Must have exceptional written and oral communications skills
  • Position requires strong working knowledge of US GAAP and IFRS
  • Excellent problem solving skills and intellectual curiosity
  • Experience working with equity valuation & financial models a plus
95

Equity Research Admin Assistant Resume Examples & Samples

  • Minimum college diploma in Administrative Studies or other relevant business area
  • Minimum 3 years experience as an Administrative Assistant
  • Exceptional listener and communicator both verbally and in written form
  • Ability to work with people at all levels within the organization as well as external vendors, suppliers and corporates and clients
  • A team player who thrives in environments requiring the ability to effectively prioritize multiple concurrent tasks and projects
  • Ability to provide excellent customer service in a timely manner
  • Computer-literate and software proficiency; specifically with Microsoft Word, Excel, PowerPoint and Outlook
96

Associate, Institutional Equity Research Resume Examples & Samples

  • Please include a writing sample (3-5 Pages, reporting on any stock) along with your cover letter and resume
  • Education: preference is given to candidates who possess a CA designation. CFA, MBA or other business-related degree is an asset
  • Work experience in Retail/Consumer industries is our strong preference
  • Experience conducting financial analysis of companies in the Retail/Consumersector and general knowledge of the capital market industry, and economics
  • Strong background in accounting and finance is a preference
  • Excellent knowledge of PC applications (i.e. Excel, Word, PowerPoint)
97

Associate, Institutional Equity Research Resume Examples & Samples

  • Education: preference is given to candidates who possess an MBA, CFA, abusiness-related discipline, P. Eng., P. Geol.or a technical-related discipline
  • Experience in any of the following industries is preferred: Energy – Senior Oil & Gas
  • High proficiency knowledge of PC applications - specifically Excel
98

GIR, Equity Research, Merchandising, VP Resume Examples & Samples

  • Curating and distributing GIR content to ensure product has maximum commercial impact
  • Presenting research ideas daily to Sales/ Sales-Traders/ Traders
  • Monitoring market activity, recognizing ‘breaking news’ and working with research analysts to ensure timely and commercial response
  • Working with Content Management and Divisional leadership to oversee the research product pipeline
  • Overseeing and facilitating feedback between Securities division and Research in Europe
  • Thinking strategically about product placement and amplification (via webcasts, client conference calls, infographics, pop-up conferences etc)
  • Working with research analysts pre- and post-publication to maximize commercial impact
  • Strong knowledge of European Equities (ideally >5yrs direct experience in a closely related role)
  • Strong compliance track record
  • Ability to work and think clearly under pressure
  • Proven analytical/presentation skills
  • Ability to digest and summarise information quickly
  • FCA registration required (must be obtained within first six months of employment)
  • Fluency in English financial terminology
99

Equity Research Resume Examples & Samples

  • Help write thematic and industry research reports on oil markets with a commodity focus, while also collaborating closely with equity analyst teams
  • Create and maintain industry models, leveraging skills in economics, statistics and finance
  • Keep abreast of industry related news flow
  • Attend presentations and conferences
  • Develop and maintain relationships with industry and company contacts
  • Regular interaction with the commodities division, listed futures desk and equity sales force
  • Manage client requests and respond to bespoke requests
  • Speak to clients on range of industry related topics
  • Staying current on the nuances of the oil industry from a macro perspective, E&P, midstream, refining, product markets, economics, trade and geopolitics
  • Research, Commodities, Consulting or Financial Services background, including at least one year of experience with crude oil or refined product markets
  • Deep understanding of the full life cycle and all facets of the physical oil market, as well as commodity markets and trading strategies
  • Experience of building and maintaining financial models and exceptional quantitative abilities
  • Superior data management skills with ability to filter news flow and distil large amounts of data
  • Intellectually curious with a creative and entrepreneurial mindset, and talent for problem solving
  • Strong work ethic and ability to work in a fast paced environment with strict deadlines
  • Equity Research experience, CFA or and / or an ACA background
  • Demonstrable passion for the financial markets and the energy sector
100

Equity Research Quant Associate Technology Resume Examples & Samples

  • Advanced degree in Mathematics, Statistics, Computer Science or Engineering
  • Must have 3-5 years of experience working within Research, Finance/Economics with a concentration in global financials
  • SAS experience required
  • Ability to communicate and function within a diverse, global team
  • Candidate must possess exceptional quantitative abilities, strategic perspective, and strong written/verbal communication skills
101

Equity Research Resume Examples & Samples

  • Create and maintain a quants dataset
  • Build and develop quant models
  • Work with broader strategy team, sector teams and global quants team to integrate the quant offering into both the top down and bottom up research offering
  • Help write quant research while closely collaborating with strategy, quant and sector teams
  • Manage client requests and respond to bespoke requests from both internal and external clients
  • Proactively drive the quant offering
  • Develop and maintain relationships with internal stakeholders
  • Become the European reference point for quant enquiries
  • Superior data management skills with ability to manage, manipulate and distil large amounts of data
  • Quantitative analysis / data science experience
  • Exceptional quantitative abilities and programming skills
  • Intellectually curious with a creative and entrepreneurial mind-set, and talent for problem solving
  • Top class undergraduate degree or equivalent from a leading university, ideally in maths, statistics, computer science or engineering
  • Demonstrable passion for the financial markets and quantitative analysis
  • Equity Research experience, CFA would be preferable
102

Equity Research Resume Examples & Samples

  • Is open to PhDs in math, technology, or science related disciplines
  • Does not require finance experience however, an interest in investing or a basic knowledge of the markets is helpful
  • Ability to meet aggressive deadlines
103

VP-head of Equity Research Resume Examples & Samples

  • Lead a team of senior equity securities analysts responsible for full sector/individual equity recommendations for the Ameriprise Broker/Dealer. Develop and communicate a long-range vision for the equity research function at Ameriprise; and obtain full team buy-in on mission-critical aspects of the vision and plan
  • Provide focus lists and model portfolios for advisors to use in practice. Includes S-16 supervisory review (see below) of all written research; including providing comments, suggestions, and required changes to written reports. If time permits, may cover a sector or provide backup to team
  • As member of senior leadership team, provide thought and strategic leadership for department related activities and strategies. Participate on various committees/teams and activities, such as weekly analyst round-table meetings, Global Asset Allocation Committee, weekly Investment Insights calls. Represent team by periodically presenting on investment research topics. Participate in marketing and communications planning for department
  • Lead team in publishing proprietary research content, written reports, and communications regarding findings from the Global Asset Allocation Committee including white papers, Morning Research Notes, comments/analysis (standalone commentary; fill-in for absent analysts) and model portfolio reports
  • Lead and participate in peer review and S-16 review of reports and recommendations. Assist senior leader of research and other team directors and VP's with business planning and project leadership. Lead buy and sell discipline discussions in an effort to manage coverage list risk
  • May include coverage and portfolio management duties of other types of securities (funds, ETFs, preferred securities) to support model portfolios or future products and objectives
  • Stay up to date on the legal and compliance aspects of proprietary research. Develop and maintain strong partnerships with Ameriprise legal and compliance functions
  • People leadership responsibilities including coaching, goal setting, 1:1 meetings, written reviews, compensation, etc. Responsible for managing multi-million dollar department budget
  • 10+ years’ experience in Financial Services industry research
  • Proven track record of successfully managing a team of senior securities anlysts
  • Expert knowledge on trends in finance, business and economic principals; as well as topics concerning the provision of proprietary research
  • Excellent focus on due diligence and record retention for model portfolios
  • Excellent written and verbal communication skills; excellent writing skills for publication with demonstrated examples
  • Ability to work independently and within a team to build relationships and interact effectively with business partners
  • Experience serving on project teams for new product or strategy launches
  • Excellent knowledge and understanding of equity research fundamentals, including methods, operations, etc
  • Demonstrated experience in presenting in front of large and small group settings
  • Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to solve the issue
  • Able to establish strong, positive business relationships and work collaboratively and cross organizationally
  • Series 7, Series 16, Series 24, Series 63 & 65 or 66, Series 86, Series 87 Or the ability to obtain within a defined period of time
  • Portfolio management experience
  • Expertise in asset allocation and portfolio structuring
  • CFA, CAIA, CIMA, CFP, CPA
104

Equity Research Resume Examples & Samples

  • Join the highly ranked European Pharmaceuticals team working in partnership with our senior analysts to help build and maintain a top ranked Pharmaceuticals franchise
  • Write world-class thematic, sector and company research
  • Produce research independently and also collaboratively with team members both in Europe and other regions
  • Build and maintain comprehensive financial company and sector models
  • Produce company forecasts and ratings for covered companies
  • Establish strong client relationships
  • Cultivate relationships across a range of internal stakeholders
  • Attend and report on corporate events, roadshows, company presentations and conferences
105

Equity Research Internship Resume Examples & Samples

  • Financial background (e.g. accounting, economics)
  • Knowledge of financial markets (especially equities)
  • Able to work in a dynamic and international environment
  • Fluent in English (verbal and written)
106

Intern Equity Research Resume Examples & Samples

  • University education (Master students or last year Bachelor students) with excellent grades
  • A proven affinity with financial markets
  • Self-starter, able to work independently
  • Strong communication skills in English, both verbally and in writing
  • No 9 to 5 mentality
107

Equity Research Resume Examples & Samples

  • Equity Research or Investment Banking experience is essential
  • Top class postgraduate degree or equivalent from a leading university
  • Fluent in English, Russian and Ukrainian is essential
108

Equity Research Resume Examples & Samples

  • Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in China Property sector
  • Analyze macroeconomics factors & industry trends
  • Play an important role in producing and writing company and sector research*LI-JG1
  • 1-5 years of relevant investment research or equity research experience preferred
  • Passion for research on Property industry in China
  • Ability to effectively work with diverse cultures in a global team with sensitivity and appreciation for diverse cultures
  • Proactive & hard working with strong professional accountability
  • Shortlisted candidates will be invited to attend a written test and modeling assessment
109

Equity Research Resume Examples & Samples

  • Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in Hong Kong Property and Gaming sector
  • Native or professional proficiency in both English and Mandarin necessary, fluency in Cantonese advantageous
  • Passion for research on Hong Kong Property industry and a strong interest in Gaming industry
110

Equity Research Administrative Assistant Resume Examples & Samples

  • Extensive telephone coverage to include handling urgent/confidential calls with appropriate judgment/taking accurate phone messages/exercising proper phone etiquette/field phone calls
  • Maintain Analyst’s calendar, schedule meetings and conference calls (client, corporate & internal) handle meeting conflicts and prioritize issues
  • Interaction with Senior Management and clients
  • Coordinate all related conference rooms including, catering, audio/videoconference set up/webcasts
  • Arrange all aspects of travel – maintain Analyst’s travel profile, seek & manage approvals for travel, arrange flights, hotels, rental car, car service, currency exchange and prepare itineraries
  • Prepare and submit all expense reports on a timely basis – including following up on discrepancies and missing receipts to maintain current balances specific to Corporate Amex
  • Navigate Firm’s resources, interface with various departments (Sales, SRM, Compliance, Legal, Risk, IT, Corporate Services, etc.)
  • Provide backup support for colleagues during vacation/sick days, and assist their Analyst/s
  • Miscellaneous support: setup and maintain mail groups, etc
  • Keep up to date with office procedures and technical training as well as all policy guidelines & compliance requirements
  • Must have excellent (verbal & writing) communication skills, good judgment, and problem-solving skills
  • Strong attention to detail as well as solid organization/time management skills
  • Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
  • Flexible to handle new responsibilities as group grows dynamically
  • LI-DS1
111

Equity Research Resume Examples & Samples

  • The candidate will have 4-5 years of experience in Equity Research —sell side or buy side
  • Experience in Airlines or Aerospace & Defense is strongly preferred
  • At least 3 years of experience utilizing Excel for: Building/Maintaining Financial models - advanced level of excel proficiency is required
112

Equity Research Resume Examples & Samples

  • Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
  • The candidate will have 3-4 years of experience in a Financial Services Capacity— Investment Banking/M&A/Equity Research preferred
  • Knowledge of global banks is a plus
  • High energy, self-motivated, creative, curious, organized and strong focus on teamwork
113

Head of Equity Research, Managing Director Resume Examples & Samples

  • Development of analysts – recruitment, hiring and training
  • Ownership of analyst attribution
  • Monitor research pipeline and idea generation
  • Oversee process development, enhancement, and maintenance
  • Oversee template and proprietary research platform use
  • Manage team involvement in the broker vote process
  • Ensure consistency in team data sources and data packs
  • Internal Coordination
  • Partner with the investment team leader to ensure there is a clear research process that can be clearly articulated and is consistently applied
  • Partner with global research management to develop, implement and continually ensure best in class research processes and tools are being utilized across the FAE team
  • Coordination of idea sharing with global teams
  • Managing External Counterparties
  • Be responsible for broker payment strategy, including communicating broker reviews and interacting closely with the sell-side
  • Participate and be a leader in relevant industry groups
  • Investment Excellence
  • Lead relevant data projects that enhance depth of research capabilities
  • Support the expansion and roll out of ESG criteria in to the research and investment process
  • Advocate and lead efforts related to supporting the firm’s internal Investment Excellence initiative
  • 10 years + experience in asset management or related industry
  • Prior experience in directly managing multiple staff
  • Senior presence and ability to make decisions on behalf of the team in division wide meetings
  • Strong leadership skills with capability to influence team culture
  • Innovative, diligent and dynamic mindset when approaching problems and tasks
  • Ability to act as a conduit between PMs and analysts
  • Attention to detail and strong technical skills
  • Understanding of data analytics and how to apply them for multiple use case scenarios
  • Outstanding communication skills both written and verbal, confident to partner with employees both senior and junior across the business and firm
  • Strong presentational skills in both small and larger group settings
  • Well-developed cultural awareness and ability to operate in a broadly diverse team
114

Equity Research Resume Examples & Samples

  • An excellent communicator, with strong verbal and written skills
  • A team-player who enjoys knowledge sharing and collaborating with your colleagues
  • Resourceful, a self-starter who enjoys taking initiative to deliver results with exceptional attention to detail
  • A top class undergraduate degree, or international equivalent, from a leading university
  • Proven experience of financial modelling or evaluating companies
  • Experience of Equity Research or ACA background
  • A fantastic attitude and commitment to deliver the best service to clients
  • A working knowledge of Arabic is desirable but not required
  • A curious, creative mind and a talent for problem solving
115

Scientific Active Equity Research Intern Resume Examples & Samples

  • Apply statistical techniques, state-of-the-art natural language processing tools and data visualization to a wide variety of data sets in order to find new and interesting patterns that can be used to understand financial markets and predict asset returns
  • Communicate research results clearly and effectively to team members, portfolio managers, and senior management
  • Quickly turn promising research results into well-tested production code to incorporate in our alpha models
  • A passion for working on data-driven problems especially in the context of fast-paced financial markets and investment decisions
  • A proven interest in Economics or Finance and the ability to apply disciplined modelling techniques to solve investment problem
  • Familiarity with one or more of: Java, Python, R, Matlaband willingness to learn new technologies on the job
  • A collaborative approach to data analysis, a desire to share information and ideas, and an ability to see the big picture
116

Director, Active Equity Research Resume Examples & Samples

  • Assist in due diligence, maintain financial models, and perform portfolio analysis
  • Present investment recommendations to relevant portfolio managers
  • Interact effectively with members (analyst, PMs, management) of the equity team
  • Ability to host meetings with management teams across various industries
  • Work in a team oriented manner with other research analysts in team based projects and exercises
  • Represent TIAA Investments and his/her principals in a professional manner both internally and externally
  • 5-10 years of experience in research (buy-side preferred)
  • Strong quantitative and analytical ability
  • Must be extremely proficient with Excel, FactSet, Bloomberg, and Powerpoint
  • Expertise in technology and/or healthcare
117

Associate, Institutional Equity Research Resume Examples & Samples

  • Education: preference is given to candidates who possess an MBA or CA, abusiness-related discipline, P. Eng., P. Geol.or a technical-related discipline. Candidates who possess a CFAdesignation would be an asset
  • Experience conducting financial analysis of companies in other industries and general knowledge of the capital market industry, and economics
  • Working knowledge of financial software (i.e. Bloomberg, FactSet) is an asset
118

Administrative Coordinator, Equity Research Resume Examples & Samples

  • Applies skills and procedures appropriate for the position within assigned functional area
  • Schedules, reports, and tracks information for department
  • Collects data for preparation of various reports, budgets, and variance analyses
  • Compiles data for reports and collates into a single report
  • Assists in preparing, reviewing, or auditing reports
  • Assists with more complex research and investigation. May prepare analyses of information
  • May assist in orienting and training lower level employees
  • Performs other duties and responsibilities as assigned
  • High school diploma or equivalent and (2) two - (5) five years office or customer service experience
119

Jpn-equity Research Assistant, Research Resume Examples & Samples

  • Ideal candidate will have 3+ years’ experience in a same or similar position
  • Good PC Skills (Word, Excel, Power Point)
  • Accounting / Financial knowledge
  • Japanese and English written and verbal skills
  • Knowledge of Market Data Services (Bloomberg, Reuters, Quick, DataStream, etc.)
  • Strong attention to detail, team-oriented, and flexible with hours (some overtime will be required during busy seasons)
120

Product Management Associate, Equity Research Resume Examples & Samples

  • Collects fundamental research within an assigned industry
  • Compiles data about assigned industries and companies; performs comparative analysis
  • Develops client presentations
  • Maintains files related to active and prospective projects
  • Excel (Near Expert Level)
  • Fundamental concepts, practices and procedures of research analysis
  • Fundamental investment concepts, practices and procedures used in the securities industry
  • Financial markets and products
  • Analytical skills sufficient to assess and explain events in the market
  • Problem solving skills and the ability to think independently sufficient to market ideas
  • Operating standard office equipment and using required software applications, including Microsoft Office and established databases
  • Identifying relationships, drawing logical conclusions and interpreting results for use in decision-making
  • Quantitative and analytical skills sufficient to assist in equity valuation metrics
  • Be a motivated self-starter
  • Be able to ask questions, figure out goals/motivations, anticipate needs and help others achieve their goals using the information/services available
  • Learn actively from experiences, rather than from instruction or teaching
  • Organize and analyze information using Excel, manage items in Outlook
  • Gather information, identify linkages and trends and apply findings to reports
  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
  • Establish and maintain effective working relationships at all levels of the organization
  • Work independently as well as collaboratively within a team environment
  • Assume full responsibility and accountability for own actions
  • Demonstrate uncompromising adherence to ethical principles
  • Be proactive and demonstrate readiness and ability to initiate action
  • Bachelor’s Degree in a business focus and a minimum of two (2) years of experience preferred
  • MBA or Masters in a business focus preferred
121

Global Equity Research Resume Examples & Samples

  • 1+ years related experience in accounting and/or financial analysis, preference for sell side investment research experience
  • Bachelor?s degree required
  • Experience analyzing, creating and marketing investment ideas
122

Equity Research Resume Examples & Samples

  • Equity Research is essential
  • Fluent in English is essential
  • Prior experiences within the Chemicals sector is highly beneficial
123

Australian Equity Research Resume Examples & Samples

  • Preferred macro research experience in a leading financial institution
  • A strong interest in macro necessary
  • Excellent verbal and written communication and presentation skills in English
  • Very strong Microsoft Excel and data management skills
  • Outstanding analytical skills including experience with economics and finance a strong plus
  • Attention to detail with ability to multi-task and reprioritize a must
124

Associate Analyst, Equity Research Resume Examples & Samples

  • This position works with the fundamental equity analyst group performing foundational research activities in support of portfolio management teams and senior analysts
  • The role supports senior analysts across multiple sectors and will include conducting research studies of industry groups or specific securities and developing quantitative decision-making models
  • BA/BS degree required preferably majoring in Finance, Economics, Math or Engineering
  • 2+ years of professional experience in the fields of buy or sell-side equity analysis, management consulting or engineering
  • Proven ability to perform foundational research tasks on specific securities, companies and/or industries. This includes building historical company and sector financial models and forecasting key financial metrics based on independent work
  • Ability to communicate results effectively in both written and verbal presentation
  • Ability to analyze large data sets and draw thoughtful and concise conclusions from that analysis
  • Ability and desire to work within a team environment
  • Proven desire and to work and interest in the field of investing
  • Pursuit of the CFA designation
  • Programming experience with Excel VBA, SQL Server/Access databases, and any statistical/mathematical programming language such as R or Matlab
125

Equity Research Resume Examples & Samples

  • Identify the trends, the competitive landscape, the evolving content and services, as well as differentiate investment opportunities in HKG and Regional Banks sector
  • Support extensive financial modeling, analysis and collection of information across companies in the assigned sector
  • Native or professional bi-lingual proficiency in both English and Mandarin necessary
  • Passion for research on HKG and Regional Banking industry in China
  • Only shortlisted candidates will be invited to attend a written test and modeling assessment
  • Candidate currently based in HKG a distinct advantage
126

Equity Research Strategist Associate Resume Examples & Samples

  • Passion for markets and investing
  • Solid foundation in economics and macro drivers of asset markets. Equity experience a plus
  • Strong analytical skills and facility in both manipulating data and synthesizing conclusions. Charting and graphics skills are highly desirable
  • Superior interpersonal and communication (written and verbal) skills
  • Team player who can build relationships and work across teams
  • Excellent time management skills and ability to multi-task
  • Ability to handle tight deadlines under pressure
127

Equity Research Trainee Resume Examples & Samples

  • In his supporting role the candidate will be required to support the team for our data mining work & the research production
  • The candidate should ideally progress from a supporting role to an analyst in-the-making position
  • As an analyst in-the-making, the candidate will help strengthening the team’s franchise with clients both internally (ie sales and traders) and externally (institutional investors)
  • Team support (mainly for data mining work & research production)
  • To help preparing detailed financial models of company complete with valuations and industrial case studies
  • To help preparing financial reports in order to: a) investigate key investment themes and b) underpin conclusions on in depth fundamental analysis
  • To build and nurture effective relationships with internal clients (ie sales and traders)
  • To provide support to equity analysts working in another sector, providing them the information about initiating factors, on-going coverage etc., and coordinating with them for cross-sector analysis (and eventual reports)
  • To keep track of market trends, technological changes, and recent development in various sectors of relevant industries for accurate planning of financial investments
  • Leverage on various research resources (like company profile, financial statements, business publications, etc.), to help conducting market research and formulating investment recommendations
128

Private Equity Research Resume Examples & Samples

  • Previous experience / demonstrated interest in investment banking, private equity, real estate, real assets or alternative asset management
  • 8+ years of experience preferred
  • Strong verbal and written communication/presentation skills
  • MBA preferred / Bachelor’s degree in Finance, Accounting, Economics or related field preferred but not required
  • Additional language skills preferred
129

Equity Research, Greater China Technology Resume Examples & Samples

  • Support extensive financial modeling, analysis and collection of information across industries and companies
  • Analyze macroeconomic factors & industry trends
  • Handle client questions and inquiries
  • Bachelor's degree or above
  • 1-2 years of relevant work experience would be preferred
  • Passion for the Technology industry
130

Associate, Institutional Equity Research Resume Examples & Samples

  • Please include a writing sample (Reporting on any stock) along with your cover letter and resume
  • Education: Preference is given to candidates who possess an MBA or CA. Candidates who possess a CFA designation would be an asset
  • Experience in any of the following industries is highly preferred: Experience in investment banking and/or thePaper & Forest Products would be an asset (but not required)
  • Experience conducting financial analysis of companie and general knowledge of the capital market industry, and economics
131

Equity Research Resume Examples & Samples

  • Prior relevant experience in Equity Research
  • Ability to understand the requirement
  • Diligence and hard work
  • Willingness to stretch and work with global clients
  • Ability to articulate well to the clients over phone and email
132

Equity Research Resume Examples & Samples

  • Generating innovative and successful investment ideas and solutions for clients
  • Connect and coordinate successfully with on-shore strategy and research analysts
  • Minimum 3-6 years of experience in financial research covering global Equity strategy/Equity research/ multiple sectors
  • Dynamic personality with strong analytical and problem solving skills
  • Excellent verbal and written skills with ability to communicate, summarize and discuss investment case succinctly
  • Experience of having worked on E-Views, Satastream
  • Ability to build relationships and communicate with global stakeholders
  • Work independently and take strong ownership of tasks