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0-5 years of experience
Analyzed SEC S-1 filings, performing in-depth analysis for upcoming Initial Public Offerings
- Constructed detailed IPO evaluations and provided investors with ratings based on earnings performance
- Improved workflow efficiency by over 60% through alternative methods and creation of new database layout
- Personal ratings outperformed the S&P 500 by over +14% in 2011
10+ years of experience
Built 179 financial models per year for buy and sell recommendations in various industries within the Healthcare, Energy, Industrials and Basic Materials sectors
- Improved the results for the worse performing portfolio sector from a -1.44% return to a positive 20.56% return, through one of the worst healthcare investment environments in modern history
- Led comprehensive presentations to management and, at times, to an audience of 100+ clients
- Maintained periodic reports for clients dealing with internally developed statistical data points
- Trained and supervised subordinate on quality control of critical database
6-10 years of experience
Member of the large cap growth team supporting the Capital Growth and Growth Leaders funds Portfolio Manager at this investment advisor, to mutual funds, having $8B under management. Funds were managed with a GARP, long-only & low turnover strategy.
- Generated ideas, above $3B in market capitalization, in the sectors of Technology, Metals/Mining & Coal.
- Utilized a proprietary screening tool, developed by the team, for bottom-up stock idea identification.
- Performed rigorous fundamental analysis of the ideas to determine viability & rebalancing for the portfolio.
- Created detailed financial models (P&L and CF) of companies with regional and product breakdown.
- Monitored news flow on the stocks in the assigned sectors for short term and long term impact on returns.
- Interacted regularly with sell-side analysts and respective company executives. Attended conferences/events.
- Collaborated with client development team in fund marketing and investor meetings.
0-5 years of experience
Generated over 80% accuracy on investment research calls for 2008
- Authored published recommendation reports on multinational firms for institutional clients
- Produced primary research using channel checks and fundamental analysis
- Exposure across multiple sectors with dedicated focus on consumer/retail
- Formatted and presented recommendations to executive management
- Formerly recognized by management for contributions to published works
0-5 years of experience
Appointed by business college as one of fifteen students to manage $1.5 Million of the University Endowment, investing in equities
- Completed Bloomberg Certification Program
- Performed extensive research through application of fundamental top down, bottom up analysis
- Superior speaking skills – presented to board of directors and university trustees
0-5 years of experience
Developed an equity valuation model in Excel to price Align Technology (ALGN), using Discounted Cash flow method and Market comparable method.
- Consolidated financial statement information using company reports and performed ratio analysis.
- Researched market information using FactSet to conduct analysis on macroeconomic market, industries.
- Successfully forecasted 35% price appreciation within 6 month time horizon.
0-5 years of experience
Student Managed $200K Endowed Equity Portfolio – Applied Equity Valuation Course
- Developed valuation models utilizing discounted cash flow, economic value added, relative multiple and fundamental multiple analysis
- Produced equity research reports based on financial statement analysis, quantitative/qualitative research and sensitivity testing
- Presented investment recommendations to panel of investment banking, investment management and academic professionals
- Recommended purchase of Transocean, which returned 75% compared to energy sector’s benchmark index of 19% over same period
- Suggested investments and allocations for portfolio resulted in fund outperforming the S&P 500 index return by 4%
0-5 years of experience
Part of FIG equity research team at a leading global rating agency with offices in over 20 countries and a history dating back more than 150 years
- Initiated and maintained coverage on 25 small and mid-cap U.S. regional banks
- Analyzed financial statements and maintained various complex bank valuation models via SNL Datasource
- Communicated investment opinions to institutional and retail clients and major media outlets
- Wrote biannual survey report on the state of the U.S. regional banking industry
0-5 years of experience
Constructed and updated financial models to project earnings, suggest price targets, and support recommendations
- Analyzed SEC reports, including, but not limited to, 10-K, 10-Q, and 8-K, to determine past trends and future outlook
- Utilized comparative analysis to perform valuation on a universe of 15 companies within the consumer retail sector
- Produced reports for quarterly earnings, rating changes, and critical company-related events to meet client demands
- Assisted in initiating coverage for Wolverine Worldwide Inc., capturing 58% price appreciation since inception
0-5 years of experience
Assisted several portfolio managers in the management of approximately $8B in equity securities.
- Helped launch a 4 star value fund (FMC Strategic Value Fund).
- Focused on the industrial and chemical sectors, as well as corporate spin-offs.
- Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis.
0-5 years of experience
Actively managed $100,000 portfolio on US equity, using S&P 500 Index as benchmark.
- Performed fundamental analysis of company, including analyzing its cash flow, balance sheet & income statement
- Developed performance monitoring and trading reports.
- Prepared investment review book and presented to the President of Clark University Endowment
- Researched on “Spin-Offs companies” & “Top performing Sectors in S&P 500”
0-5 years of experience
Responsible for due diligence, financial modeling, valuation assessment and producing equity research reports to support the Senior Equity Research Analyst. Coverage was Medical Technology.
- Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison and valuation analysis on 18 portfolio companies.
- Authored or co-authored over 40 equity research reports, including initiation of coverage, updates and briefs.
- Produced and maintained First Call earnings estimate database and notes.
- Assisted in presenting research portfolio to institutional money managers and internal institutional equity sales force. Often spoke on the company wide morning call regarding company updates.
- Developed key financial models, valuation parameters and summary documents for $15 million follow on public offering as well as initiated analyst coverage post offering.
0-5 years of experience
Established investment strategies for hedge fund and separately managed accounts
- Provided primary qualitative and quantitative analysis for investments in all asset classes
- Generated research reports for development of investment strategies (~20% of hedge fund)
- Modeled and forecasted company financial statements for financial services industry stocks
- Performed due diligence for investments in alternative assets (PE, VC, Hedge Funds, Commodities, etc.)
- Produced monthly performance reports for largest clients
- Mentored summer intern for development of correlation analysis skills
0-5 years of experience
(35 million of assets, top three student-managed investment funds in the world based on assets.)
- Conducted fundamental equity research on companies in railroads and electric utilities industries.
- Provided buy/sell recommendations on individual stocks by analyzing financial statements, stock market trends and industry features combined with macroeconomic situations.
- Built DCF models to project the future cash flows for estimating the intrinsic value of companies.
- Prepared initiation report and quarterly reports on allocated companies.
- Performed tasks of maintaining and updating the financial models based on the earnings release information.
- Participated in team discussion on portfolio risk management and investment ideas.
0-5 years of experience
Baird is an employee-owned, international investment banking, private equity and asset management firm.
- Researched and analyzed 20 human capital services stocks as part of a three-person team.
- Published investment recommendations after careful analysis of financial statements, earnings releases, company news, current industry trends, and employment data.
- Created and maintained detailed financial models on each company.
- Wrote and published a monthly report that analyzed industry news and financial data.
- Communicated with Baird’s institutional sales force, institutional clients, and executive management teams.
0-5 years of experience
Uncover mispriced securities through in-depth fundamental analysis of companies & their industries
- Conducted research on an exceptionally wide range of sectors – Education, Offshore & Marine, Shipbuilding, Gaming and Conglomerates
- Analyzed equities across various markets and geographical regions – 2 years: Asia; ~1 year: US
- Developed deep-understanding of the structurally changing US Education sector in just 3 months and thus, made primarily responsible for the idea generation & framework of Initiation reports in its space
- Research led to two successful equity offerings even under tepid market conditions (US$200-850mn)
- Helped a new writing analyst initiate coverage on three different sectors in less than a year – and notably, our research pieces brought in new Tier-1 client votes which further established GS’ research franchise in Asia
0-5 years of experience
- Indexed a $400,000 portfolio to S&P500
- Managed portfolio outperformed S&P500 by 3% at the end of project
- Screened and identified potential investment targets
- Conducted financial analysis and performed six different valuation models
- Presented analysis and made recommendations to project director
0-5 years of experience
- Skilled in all aspects of portfolio management, research, risk management, compliance, communications, and leadership
- Selected as 1 of 8 students to run CSUF’s endowment fund of $121,000; researched and analyzed companies and industries listed on NYSE and NASDAQ
- Built and maintained financial valuation models for 6 stock positions in the consumer, industrial, and technology sector
- Prepared monthly, weekly, and yearly portfolio performance attribution reports
- Built financial analysis for Buffalo Wild Wings (NYSE: BWLD) using P/E and DCF valuation; found that the company was undervalued; recommended that the investment could generate 29% return
0-5 years of experience
Responsible for the publication of investment research reports on companies within the energy sector for consumption by institutional clientele.
- Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Research efforts increased gross revenues of 2nd largest client by 150% in calendar year 2006.
- Increased revenue from key client by $80k through leveraging of relationship.
- Developed a new corporate relationship leading to Sturdivant participation in its first initial public offering in 5 years.
- Developed and managed the summer internship program.
6-10 years of experience
Made investment recommendations, provided coverage, analyzed and researched 17 companies in Package and Container group, and six in Building Materials and Products areas, and five in North American Oil Services.
- Increased portfolio performance by finding “investment value” via creation of Discount Cash Flow, Free Cash Flow and Dividend Discount Model valuation models.
- Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare, Utilities that grossed Portfolio Managers profits of $150+ million.
- Conducted meetings with company management and portfolio managers to discuss investment pros and cons. Meetings were 95% successful in answering portfolio managers’ pending questions.
- Built Models using FactSet, Annual Reports, Company Records and CSFB Holt system for relative warranted price targets used in purchase or selling decisions.
- Prepared and produced meeting notes, company related correspondence, memoranda and reports for distribution internally using Word, Excel and Intranet to be distributed firm-wide via Intranet system.
- Improved research procedures that reduced completion time by 60%.
- Member of Global Materials & Energy Sector Portfolio teams, with seven companies selected for portfolios: five in Global Materials group and two in Global Energy group.
6-10 years of experience
Analyzed companies (for $2.6B asset manager) of all sizes and market sectors, with focus on small- to mid-cap health care: medical technology, biotech, genomics, HMOs, hospitals, specialty providers, pharmaceuticals, and distributors.
- Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings.
- Managed over $70M in long-only client accounts and a long/short product.
- Created detailed financial and market models for all companies under coverage.
- Constructed company valuations based on projected financials/DCF and relative valuation.
- Identified undervalued companies by assessing industry and company fundamentals via company visits, trade shows, industry contacts, and clinical research evaluation.
0-5 years of experience
Extensive modeling of future revenue and earnings based on market research and company guidance in the small cap to mega cap industry, across all sectors. Equity research analyst on both the sell side and the buy side.
- Conducted detailed due diligence sessions for business, financial and accounting.
- Determined price targets using fundamental, technical, and trend analysis linked with investor psychology. Risk analysis for equity and options trading for a neutral long/short equity fund. Executed and help devise portfolio trading strategies. Excelled as an equity trader and portfolio manager of $20M.
- Performed comprehensive research and wrote Initial Coverage reports and updates.
- Developed and managed complex Excel-based financial models. Automated processes to improve rigor and speed in processing of critical information.
- Attended quarterly earnings conference calls, technology (CES), and Biotechnology conferences.
- Conducted weekly presentations for Senior Management on current market conditions/trends and evaluated potential effect on securities.
- Head research analyst for Senior Management’s new initiative providing investment opportunities in private listed companies on Second Market and SharePost.
0-5 years of experience
BB&T Capital Markets is part of BB&T Corporation, one of the nation’s largest banks.
- Performed equity analysis on publicly-traded companies within the defense industry.
- Constructed and maintained financial models, wrote company and industry-related research notes for publication, and attended industry and company-related briefings.
- Worked to improve visibility of the equity team with buy-side accounts.
- Team was ranked “Best of the Street” by The Wall Street Journal.
0-5 years of experience
Selected to participate in a nationally recognized securities research program directed by former State of Louisiana CIO Peter Ricchiuti. Research reports are distributed to more than 20,000 investors.
- Published a comprehensive investment research report on Gulf Island Fabrication Inc., a publicly traded oil and gas services and equipment company.
- Conducted fundamental analysis by interviewing senior management, visiting company sites, and examining key business trends through secondary research.
- Evaluated key business drivers including revenue backlog, subcontractor labor costs, and material costs to develop 10-year financial projections.
- Presented research findings to both individual and institutional investors at the 18th Annual Burkenroad Compendium.
- The BURKENROAD REPORTS program has been featured in national financial media such as the Financial Times and the Wall Street Journal.
0-5 years of experience
Cumulative buy & sell recommendation performance significantly outpaced benchmark over four years; recognized by WSJ Online in 2008 for stock picking ability
- Provided deep fundamental analysis and published recommendations for 30 companies, primarily in the advertising, publishing and consumer electronics industries
- Regularly conducted TV, radio and newspaper interviews for CNBC, WSJ and other median outlets
- Authored articles in Credit Week and BusinessWeek.com; article “Time to Home In On Garmin” can be viewed at http://www.businessweek.com/investor/content/jun2006/pi20060620_778234.htm
- Active member of the S&P Corporate Governance Committee
- Recruited and trained new analysts
0-5 years of experience
Recruited by former CEO of Collins Stewart to expand research efforts at [company name]
- Launched coverage on 7 communication, programmable logic, and storage semiconductor companies (ALTR, ATHR, CAVM, LSCC, MLNX, NETL, and XLNX)
- Constructed proprietary industry model to evaluate cyclical trends of the semiconductor industry
- Analyzed technology trends to generate thematic investment ideas that can be leveraged by buy-side clients
- Tracked revenues and products of Taiwanese/Korean technology companies and formulated derivative calls
- Contributed to revenue generation efforts by providing valuable and timely insights on market-moving events to buy-side clients and sales and trading desks
0-5 years of experience
- Participated in securities research program. Company assigned was Susser Holdings Corporation (NYSE: SUSS).
- Program required management interviews, company site visits, forecasting cash flows, and creating earnings estimates.
- Published a research report that was distributed to institutional investors and picked up by Bloomberg and Reuters.
- Buy recommendation initiated with stock at $13 and was acquired at at $80 per share in April 2014.
0-5 years of experience
- Passed three month probation period one month early and received a 10% salary raise directly after (first one since 08)
- Correctly modeled impact of high-speed rail on profitability of Chinese airlines
- Built model analyzing shipping profitability based on daily tracking of BDI, WTI, USD/CNY exchange rate and company financial reports. Recommended two stocks which resulted in 25% gain in capital in two months
- Analyzed transportation industry macro trends and company financials; wrote and published reports
- Worked with programmers and built a transportation industry database. Wrote Semi-annual investment strategy
- Downgraded investment grade for shipping and Chinese airline companies; avoided 40% loss in capital
- Maintained the CRM system and communicated recommendations to sales and institutional clients
0-5 years of experience
Vice President, Satellite Communications Equity Research Analyst (2001 – 2002)
Associate, Aerospace and Defense Equity Research Analyst (1998 – 2001)
- Promoted to U.S. Satellite Communications sector analyst based on performance as junior Aerospace and Defense analyst.
- Formulated and presented investment themes and stock specific buy, sell or, hold recommendations to institutional investor clients and internal sales force.
- Published in-depth and summary analytical investment research reports.
- Created detailed financial models, company earnings forecasts and valuation analyses.
- Monitored and analyzed macro-economic and sector specific trends and evaluated company business strategies and competitive positions.
- Interacted with institutional investors, investor relations, C-level corporate management teams and industry contacts.
- Junior equity research analyst responsible for supporting senior analyst in coverage of aerospace and defense industry.
0-5 years of experience
- Extracted, processed, and validated income statements, balance sheets, and cash flow statements by exporting financial data from annual (10-K) and quarterly (10-Q) reports utilizing the Bloomberg terminal and other internal financial software
- Interpreted and allocated key line items from financial statements into the Bloomberg terminal to ensure current data consistency
- Ensured financial data is accurately processed through quality checks before publishing information to Bloomberg clients globally
- In depth analysis of publicly traded firms’ historical financial data exported from annually and quarterly published reports
- Supported Management in resolving complex issues and assisted with the ongoing training of new analysts
0-5 years of experience
Dahlman is a boutique energy investment bank headquartered in New York.
- Supported senior equity analyst covering the energy sector with 40 publicly-traded companies under coverage.
- Initiated and maintained coverage on small and mid-cap energy companies in the oilfield service sector.
- Developed earnings models and performed fundamental valuation analysis using company financial statements.
- Created and published company and industry reports to provide investment ideas to institutional clients.
- Built and maintained relationships with management, institutional sales team and clients.
0-5 years of experience
Primary coverage on Construction Materials: AWI, EXP, HW, MLM, TXI, USCR, USG, VMC.
- Secondary coverage on 15 Building Product and Homebuilder companies.
- Franchise recognized by top clients via research votes (team ranked #5 in Greenwich survey, 2011) and sales force evaluations.
- Gained investor mind-share via phone calls, in-person meetings and corporate access.
- Published approximately 150 research reports in past 12 months, or 3 reports per week.
- Built detailed models including forecasts and in-depth valuation analysis.
- Developed strong relationships with buy-side clients, company senior managements, sales & trading team, investment banking counterparts, and third party industry contacts.
0-5 years of experience
Recruited to perform fundamental sell-side research for companies within Basic Materials space for institutional clients.
- Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections.
- Formulated and presented daily research findings to institutional clients and sales team.
- Employed macroeconomic research, SEC filings and financial publications to compose initiation reports and company updates.
- Top three Buy recommendations (NTIC/SYNL/KMG) returned an averaged 6.17% within six months.
- Initiated a Buy on previously uncovered company that produced a 50% return over nine-month span.
0-5 years of experience
Presented stock-specific & industry ideas to internal clients during daily morning meeting
- Managed & fostered positive relationships with company management teams & clients
- Analyzed company and industry trends to develop investment theses
- Valued companies using relative and intrinsic value calculations; support ratings and price targets
- Vetted companies to determine whether or not they are in-line with Citi’s business interests
- Created and updated models & marketing presentations using FactSet, Bloomberg, PowerPoint, etc.
- Enhanced understanding of local markets via visits to the region (Brazil, Mexico, Chile, Colombia)
0-5 years of experience
Published research reports covering 13 small and micro cap companies, concentrating on the enterprise software, business services, and technology sectors
- Communicated weekly with C-level management teams to review economic data gained from industry experts to determine future
- Created and maintained detailed financial models to forecast earnings and cash flow as part of an intrinsic valuation framework for public companies under coverage
- Fulfilled ten daily sales call quota to discuss valuation, driving forces, and market sentiment for companies under coverage with investment management teams
- Coordinated logistics and escorted C-level management for one and two day non-deal roadshows to discuss the current business
- Consistently led analyst group in various monthly sales metrics including outgoing sales calls and non-deal roadshows, which drove
0-5 years of experience
Performed stock analysis and stock selection for the Sanlam India Opportunities Fund
- Developed and maintained complex financial models
- Identified investment opportunities by preparing thematic research reports as needed by clients
- Completed more than 20 thematic research reports
- Analyzed economic data and correlations
- Updated quarterly, monthly and annual reports to financial models
- Prepared monthly and quarterly market reports
0-5 years of experience
Performed stock analysis and stock selection for the Sanlam India Opportunities Fund
- Developed and maintained complex financial models
- Identified investment opportunities by preparing thematic research reports as needed by clients
- Completed more than 20 thematic research reports
- Analyzed economic data and correlations
- Updated quarterly, monthly and annual reports to financial models
- Prepared monthly and quarterly market reports
0-5 years of experience
Mumbai
- Member, European Property Team & U.S. Equity REITs covering 75% of industry’s market size ($227 bn)
- Lead junior analyst responsible for 1 of 3 knowledge publications; Proactively reduced report generation time by 70%
- Designed initiation reports, analyzing companies’ investment points, markets & portfolios, fed 1500 clients globally
- Autonomously created & published ‘Property Ticker’, our analysis of recent events, a daily subscription of 900 clients
0-5 years of experience
Developed recommendations on domestic and international IPOs across various sectors based on fundamental
research
- Projected fair value of equities by constructing detailed financial models to perform discounted cash flow,
- Performed extensive due diligence on prospective offerings by analyzing the financial data and business plans
- Performed technical analysis on industry peers and investigated corporate governance practices
- Responded to client and media inquiries focused on valuation, model sensitivity and key investment risks
- Contributed to the semi-annual company report on global IPO activity and conducted research on the IPO
0-5 years of experience
Managed the [company name]., an equity portfolio of over $500K by implementing a relative value arbitrage strategy
- Applied fundamental research methods by combining information from industry research reports and SEC filings; utilized financial
- Updated company specific parameters by creating and maintaining valuation models such as price/earnings, price/sales, price/book, and discounted cash flow
- Applied modern portfolio theory by developing a mean variance optimization model to maximize portfolio returns with a minimum
- Implemented and analyzed a statistical arbitrage model to identify long/short ideas that have a high probability for mean reversion
- Created investment research reports and presentations, which were presented to the Investment Oversight Committee for approval, by organizing fundamental, quantitative, and technical data into formal presentations
0-5 years of experience
- Presented investment recommendations to CIO which led directly to buy/sell decisions; recommendations
- Researched a broad spectrum of industries (including rail, alcoholic beverages and tobacco)
- Developed a model to uncover undervalued stocks that ranked securities based on strength and consistency of cash flow generation
- Analyzed macro, sector, and portfolio news daily and reported noteworthy items directly to the CIO,
- Created equity and credit overviews that were featured in weekly investment team meetings
0-5 years of experience
[company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. Avalon’s mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. The firm’s annual revenue exceeds $15 million providing research to over 150 money managers. The company provides its clients with research service in the healthcare, retail, financial, and information technology sectors utilizing sixteen analysts.
- Senior Research Analyst managed retail equity research team of three associates
- Consulted institutional clients making investments in the retail sector
- Wrote research reports providing industry analysis and company specific long and short investment
- Developed earnings, balance sheet and cash flow models and maintained First Call estimates
- Met with CEO, COO, CFO and other executive management team members analyzing the company’s
- developing network of information from key consumer industry contacts
0-5 years of experience
[company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. Avalon’s mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. The firm’s annual revenue exceeds $15 million providing research to over 150 money managers. The company provides its clients with research service in the healthcare, retail, financial, and information technology sectors utilizing sixteen analysts.
- Senior Research Analyst managed retail equity research team of three associates
- Consulted institutional clients making investments in the retail sector
- Wrote research reports providing industry analysis and company specific long and short investment
- Developed earnings, balance sheet and cash flow models and maintained First Call estimates
- Met with CEO, COO, CFO and other executive management team members analyzing the company’s
- developing network of information from key consumer industry contacts
0-5 years of experience
- Defined competitive landscape of US car rental industry and built operational metrics utilizing positive macroeconomic
- Identified business models and conducted risk analysis of Avis Budget Group and Hertz Rent-A-Car
- Built DCF stock valuation models and performed sensitivity analysis under 3 scenarios and 16 key drivers assumptions
- Presented buy/sell recommendations on HTZ and CAR and achieved 25% portfolio return in three months
0-5 years of experience
Variant Research produces proprietary equity research in a bottom-up, fundamental approach. The firm serves roughly 100 Institutional Investors across the U.S. accumulating over $10 million in annual revenue. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts.
- Senior Research Analyst managed consumer equity research team of 6 associates
- Consulted institutional clients making investments in the consumer sector
- Wrote research reports providing industry analysis and long and short investment recommendations
- Developed earnings, balance sheet and cash flow models and maintained First Call estimates
- Met with CEO, COO, CFO and other executive management team members to analyze the company’s
- developing network of information from key consumer industry contacts
0-5 years of experience
Variant Research produces proprietary equity research in a bottom-up, fundamental approach. The firm serves roughly 100 Institutional Investors across the U.S. accumulating over $10 million in annual revenue. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts.
- Senior Research Analyst managed consumer equity research team of 6 associates
- Consulted institutional clients making investments in the consumer sector
- Wrote research reports providing industry analysis and long and short investment recommendations
- Developed earnings, balance sheet and cash flow models and maintained First Call estimates
- Met with CEO, COO, CFO and other executive management team members to analyze the company’s
- developing network of information from key consumer industry contacts
Equity Research Analyst Duties and Responsibilities
Specific job duties for equity research analysts vary based on their employer. However, there are several core tasks common to all equity research analysts, such as:
Analyze Financial Information Equity research analysts analyze financial information and conduct analytic and strategic research. In order to meet client needs, they provide support to research teams.
Create Reports Using information from their research, equity research analysts make reports based on their analysis of financial statements.
Attend Meetings Responsible for communicating key recommendations and findings, equity research analysts attend meetings and give presentations about financial information. They also present their financial predictions.
Generate New Investment Ideas Equity research analysts synthesize data to come up with new investment ideas and make recommendations about financial actions and decisions.
Evaluate Risks and Opportunities In their research and analyses, equity research analysts evaluate risks and opportunities. They communicate these to their clients and make recommendations as necessary.
Equity Research Analyst Skills and Qualifications
Equity research analysts are analytical thinkers who conduct extensive financial research. Most employers typically require equity research analysts to hold a bachelor’s degree in business, finance, economics, or a similar area of study. Employers also prefer candidates to have three to five years of experience conducting research in the investment industry. In addition, the following skills and qualifications are essential to the job:
- Communication skills – equity research analysts attend meetings and make presentations about their research. This position requires strong communication skills in order to work with clients
- Consulting experience – equity research analysts provide financial information to clients. They offer innovative approaches and solutions to problems
- Proactivity – the ability to work independently is necessary for this position. Equity research analysts are proactive and can work under limited supervision
- Valuation analysis – after conducting research, equity research analysts make valuation analyses to estimate the worth of businesses
- Analytical thinking – equity research analysts need strong analytical skills to conduct research and make predictions about company finances. They identify important factors that affect company performance, and they base their forecasts on these relevant factors
Equity Research Analyst Education and Training
Most employers prefer equity research analysts to have a bachelor’s degree in business, finance, economics, or a similar area of study. In addition, employers typically look for candidates with at least three to five years of experience working in research within the investment industry. On-the-job training is provided to help equity research analysts understand the processes and needs of their employer.
Equity Research Analyst Salary and Outlook
The average annual salary for equity research analysts is $97,000. The lowest-earning 10 percent in this field make less than $65,000. The highest-earning 10 percent in this field make more than $158,000. Equity research analysts who are employed full time typically receive benefits such as vacations, sick days, company bonuses, health insurance, and retirement plan options.
Helpful Resources
Are you interested in entering a career as an equity research analyst? We’ve gathered some helpful resources to get you started:
Zacks Equity Research – this site provides relevant updates and articles about financial and industry news. Interesting information on the site includes financial reports from companies such as Facebook, Intel, and Boeing
Best Practices for Equity Research Analysts – written by James J. Valentine, who has managed analysts and associates at Morgan Stanley and developed programs worldwide, this book offers a wealth of information on the role of equity research analysts. Some topics covered include making stock recommendations, updating financial forecasts, and identifying critical factors
How to Get an Equity Research Analyst Job – written by Gillian Elcock, this comprehensive guide informs readers on how to land a job as an equity research analyst. Elcock offers insightful advice on which companies to target, how to master the interview process, and what the job entails. The book also contains helpful tips on creating an effective resume and preparing for interview questions
Unlocking Financial Data – author Justin Pauley advises analysts on using Microsoft Excel to interpret financial information. The book guides readers through the process of creating professional reports and also includes advice and information on a variety of matters ranging from creating tables and exploring prices to measuring portfolio risks and identifying important trends
“Confessions of an Independent Research Analyst” – this blog article, written by Douglas Kim, offers insight into the role of an equity research analyst. In this article, Kim outlines his career trajectory and offers key information and advice for those who work in this industry. A few helpful pieces of advice that Kim imparts in his piece include knowing your client, generating good investment ideas, and knowing your strengths and weaknesses
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[Equity Research Analyst]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
