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0-5 years of experience
Responsible for due diligence and ongoing monitoring of portfolio holdings and future investment opportunities within the $180 million (peak assets) small cap portfolio
- Conducted analysis of portfolio and performance attribution and reported findings back to the firm’s partners
- Constructed annual and quarterly financial models which were used to estimate a company’s future revenue growth, earnings, and bottom line profitability
- Held one on one meetings and conference calls with CEOs and CFOs and maintained strong relationships with senior management of portfolio and target companies
- Researched industry trends and analyzed company financial statements in order to make well informed recommendations to the Portfolio Manager
- Assisted in completing investor presentations which were used for existing and prospective clients
0-5 years of experience
Regarded as the best performing associate by the Chief Research Analyst in his 25-year Wall Street career
- Utilized financial data platforms to research and build valuation models (Bloomberg, FactSet, and ThomsonOne)
- Regularly interacted with management and investment professionals to produce comprehensive research
- Performed deep, bottom-up fundamental analysis on over 20 stocks in disparate industries
- Aided in generation of internal research reports for top performing $1 billion fund, as well as other funds
- Introduced innovative research techniques to increase efficiency and provide crucial data
- Demonstrated ability to quickly comprehend and effectively analyze stocks in diverse industries
- Worked full-time while maintaining full MBA course load continuing to achieve top academic performance
0-5 years of experience
Worked jointly with top-tier analyst in covering 12 commercial lenders structured as business development companies (BDCs) focused on the middle market, in addition to monitoring an additional 9 to 20 non-covered specialty finance companies.
- Responsible for in-depth valuation and business performance analysis of commercial lenders, banks, closed end funds, leasing companies, consumer lenders and specific assets as the result of M&A activity.
- Designed and created proprietary BDC industry model that benchmarks and compares key operating metrics, performance statistics, and liquidity needs across the space and analyzed this model on a quarterly basis.
- Communicated daily valuations and relative value in context of recommendation with trading and sales teams.
- Drafted 12 company initiations, three industry reports, quarterly earnings research reviews, and frequent pro-active research ideas for publication.
- Produced marketing material for non-deal road shows, and educational material for IPOs or follow-on equity offerings.
- Regular maintenance of relationships with public company management teams, including due diligence on companies for coverage or as part of transactions.
0-5 years of experience
Sole Associate supporting lead analyst in the equity research coverage of approximately twenty companies within the Pharma Services and Healthcare Distribution sectors.
- Wrote company research reports, earnings notes, and industry pieces for covered companies.
- Assisted in initiating coverage on the two additional companies within the medical/dental distributor industries.
- Communicated with clients, sales and trading on company specific investment themes, industry trends and news flow.
- Developed and maintained relationships with industry contacts and company executives to enhance qualitative research.
- Built, maintained and forecasted company financial models and compiled industry statistics to support of research.
0-5 years of experience
Assisted Senior Analyst to cover Imaging, Hard Disk Drives, and IT distribution companies and initiate coverage of five companies in PC and Enterprise Storage sectors.
- Analyzed company financials and conducted valuation exercises such as DCF, sum-of-parts, and M&A models.
- Developed and maintained relationships with companies under coverage, and channel distribution/industry contacts.
- Conducted channel/supply chain checks on PCs, handset and storage to ascertain the accuracy of our revenue forecast.
- Interacted with sales force and facilitated the company’s non-deal road shows and investor meetings.
- Constructed bi-weekly industry pieces and actionable investment reports.
- Assisted in the design and preparation of analyst marketing strategy and materials.
0-5 years of experience
Worked closely with senior analyst to cover wide range of technology companies
- Initiated coverage on eleven companies
- Created, updated, and maintained detailed financial models
- Reviewed and analyzed financial statements
- Designed, conducted, and analyzed surveys to develop proprietary data
- Developed contacts with companies’ suppliers, competitors, and partners
- Traveled extensively to visit companies, conferences, and buy-side clients
0-5 years of experience
Wrote company and industry specific reports for distribution to institutional clients
- Constructed and maintained complex earnings models such as forecast earnings estimates and valuations, including updating company models or comp spreadsheets
- Worked with bank research department to publish quarterly previews and post-views
- Collected and analyzed data from annual reports, earnings releases, Bloomberg, SNL Database, ILX, and FactSet
- Attended company-sponsored analyst meetings and developed relationships with company management
- Prepared marketing handouts for client meetings
- Trained research assistant and associate
0-5 years of experience
Evaluated 15 Exploration & Production companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements
- Compiled reserve statistics for over 80 Exploration & Production companies
- Tracked U.S. oil and natural gas supply and demand with EIA/DOE data
- Wrote research reports, financial analyses, and forecasts for the energy sector
- Collaborated with Global Energy Group on thematic research topics for publication – Shale Oil and Enhanced Oil Recovery EOR
- Developed PowerPoint marketing materials used for presentations to institutional investors
- Constructed, updated, and maintained company financial models
- Disseminated industry breaking news in a timely manner to the equity trading group
- Communicated company recommendations and updates to equity sales.
0-5 years of experience
- Primary Associate for #1 ranked team by Institutional Investor Magazine
- Covered 15 companies, including satellite broadcasting (DirecTV) and radio (Sirius XM)
- Authored company and industry research reports, including 300-page market analysis for annual Satellite Communications Industry Conference
- Developed and maintained financial models for all companies under coverage
- Initiated coverage of online streaming-media companies (RealNetworks)
- Communicated investment recommendations to institutional investors with respect to valuation, projected financial performance, strategy, and industry catalysts
0-5 years of experience
- Associate for Institutional Investor-ranked analyst, advising clients on 32 stocks in the transportation sector to elicit and sustain investor interest.
- Researched and wrote reports using Security & Exchange Commission filings and analyst-initiated models.
- Compiled, analyzed, and reported on sector profit and loss, cash flow and balance sheet metrics.
- Utilized data to guide model development and marketing analyses and presentations to investors.
- Created strategic pitches for institutional clients using public comparables and indicators.
0-5 years of experience
- Assisted senior banking analyst covering 30 U.S. regional banks with market cap of $1- 10 billion
- Wrote research reports and updated/maintained earnings models for banks under coverage
- Answered questions and responded to requests from institutional clients
- Maintained constant dialogues with company management and organized non-deal road shows
- Managed a outsourcing team located in India to collect and maintain important banking industry data
0-5 years of experience
Researched industry economic data for Industrial, Retail, and Internet/E-commerce sector analysis.
- Assisted in the write-up of company specific and industry research reports.
- Participated in management meetings, conference calls, and industry conferences.
- Created and updated company earnings and valuation models directly used in analyst research publications.
- Supported Institutional Equity Sales & Trading in NYC.
0-5 years of experience
Collaborated with senior analysts in publishing investment-related research for 20 companies under coverage, including Nike, Under Armour, Dick’s Sporting Goods, G-III Apparel, Nutrisystem, and Columbia Sportswear
- Constructed, updated and analyzed financial models. Spoke on internal investment calls and public company earnings calls
- Developed industry contacts, including buyers at sporting goods chains and sales personnel at value added resellers (VARs)
- Performed monthly in-store channel checks, which led to a negative recommendation on Nutrisystem (NTRI). NTRI underperformed the S&P by 73% in the 18 months following the report
- Programmed software to capture weekly online pricing information, which improved gross margin forecast of outerwear companies
- Took on additional responsibilities following significant headcount reductions at the firm, including research responsibilities on the softlines retail team and several administrative duties
0-5 years of experience
Responsible for the coverage of 14 China real estate companies with market capitalizations ranging from US$2bn to US$20bn
- Engaged in all aspects of investment analysis through developing company and industry mosaic based on financial models, industry competitive dynamics, channel-checking, and relative valuations
- Advised investments to a wide array of clients including long-only financial institutions, multi-strategy hedge funds, and proprietary traders; built solid relationship with selected target clients
- Developed and maintained relationships with corporate executives, industry agency, suppliers and other industry participants to understand the industry development trend, competitive landscape, and revenue/ profit drivers
- Conducted due diligence on two pre-IPO China Real Estate companies and performed IPO valuation analysis
- Interviewed company management, responded to clients calls and data requests, analyzed company financial performance and drafted investment research reports
- Ranked 13th in the 2011 Asiamoney Best Real Estate Analyst Survey
0-5 years of experience
Coverage includes Handsets, PCs/Servers, and Storage with working knowledge of adjacent sectors (telecommunication, software, semis, networking, and services).
- Constructed company investment cases by evaluating 1) growth opportunities (based on competitive positioning and company initiatives), 2) financial metrics (financial returns/health and cash flow), and 3) valuation.
- Monitored industry data/news flow and analyzed the impact of key industry issues and trends on companies under coverage.
- Created and maintained detailed company financial statement models and industry models.
- Prepared company / industry updates, idea generation of investment research reports, and company earnings reports.
- Responded to requests/questions from sales force and investors.
- Collaborated with options strategists at SIG on structuring option trading ideas.
0-5 years of experience
Provided primary research and analytical support for Senior Equity Research Analyst covering industrial sector.
- Performed extensive industry, market and company research. Conducted regular due diligence on covered companies and assisted with initiating on five new names (TXT, B, NCS, LECO, SNA).
- Made a convincing case against Textron’s Cessna unit reclaiming its lost market share by analyzing the dynamics of the business jet industry.
- Developed and maintained financial forecasting models for selected companies under coverage.
- Presented investment ideas and market comments to Senior Analysts and Institutional Sales.
- Participated in earnings conference calls. Updated notes summaries for institutional clients.
0-5 years of experience
Performed fundamental research and equity valuation for global non-profit fund manager with
AUM ~$350B.
- Regularly communicated investment ideas to Portfolio Managers with successful buy in Researched and analyzed companies in all sectors, geographies and market capitalization
- Performed due diligence and recommendations for initial public offerings
- Provided company and portfolio risk analysis using quantitative and qualitative methodologies
- Organized and led meetings with company management teams
0-5 years of experience
New York, NY 2009 to 2010
Privately held, global financial services firm engaging in investment banking, capital markets services, investment management, and investment advisory.
Equity Research Associate, Consumers & Retail (Sell-side)
- Developed, Guggenheim Agriculture Commodity Index (GACI) to measure commodity prices as well as indicate inflation and deflation analysis.
- Drafted initiation report, published on December 15, 2010, based on seven large retail companies, recommending investors buy two company shares with 20% plus one-year upside potential.
- Frequently analyzed consumer and retail companies based on market trends, sector catalyst, and valuation metrics.
- Recognized for building dynamic financial models and writing in-depth research reports.
- Engineered economic model to track cost-per-index, price-per-index, gas and oil, retail trade, and pharmaceutical trends to guide Vice President of Research in investment recommendations geared towards clients.
- Companies covered included COST, CVS, DG, FDO, KR, SWY, SYY, TGT, WAG, WMT, and WFMI.
0-5 years of experience
Worked within the Biotech and Health Care sector composing initiation of coverage reports
- Researched and evaluated the economics, competitive landscape, and market potential of a Biotech Pharmaceutical company
- Evaluated the efficacy and safety of drugs within the company’s pipeline and other competitor companies by examining clinical trials and other relevant data to assess a company’s portfolio strength
- Built excel tables that contained pertinent data to support research conducted in order to further clarify points made within report
- Forecasted revenues based on knowledge gained from research of SEC filings of 10-K’s and 10-Q’s, projected impacts of market share per drug during approval phase and other related costs and revenue
- Assisted in building valuation models using DCF valuations, EPS multiple analyses and sum of parts analyses to determine appropriate share price
- Used Bloomberg to conduct market research and help in the analysis of companies
0-5 years of experience
Member of biotechnology research team covering 15 companies focusing on diabetes, cancer, antibiotics and orphan drugs
- Published three initiation reports: ASTM (Speculative buy), AMLN (Accumulate) and FURX (Buy)
- Performed valuation analyses based on multiple approaches: probability-adjusted, EPS multiple, present value, etc
- Built and managed company financial models and multiple industry databases.
- Assisted in writing hundreds of earnings updates, focus reports; performed diligence for new coverage prospects.
- Attended meetings with healthcare company management; communicated with internal sales and external clients.
0-5 years of experience
Responsible for coverage of various companies in the Alternative Energy Technology, Apparel, Footwear, Independent Power Producers, Industrials, Infrastructure, Manufacturing, Real Estate, Specialty Retail – Hard Lines, and Utilities industries.
- Identified prospects for future growth, developed proprietary screening model to analyze all public and private companies in the US and Canada.
- Created possible target companies based on strategy including acquisition, joint venture, spinoff, divestiture, and IPO.
- Interviewed backers and senior managers.
- Result: increased M&A deal flow activity by 25%; strengthened relationship with senior managers at corporate clients.
0-5 years of experience
June 2006 – March 2008
Use fundamental analysis principles but technical chart analysis and tactical evaluation of the market environment are
responsible for building the financial models in the upstream technology sectors providing company analysis for more than 40 company including Tatung, Sino-American Silicon, Green Energy Tech.
- Created the database to integrate over 60 daily research reports and summarized company fundamental performance which increases efficiency for the research department by 90%.
- Proficiency in compiling data resulted in delivery of company snapshot and investment research for the overseas subsidiaries (London, Shanghai and Hong Kong) in less than half of the time as previously expected.
- Provided the best-in-class customer service responses which resulted in a 95% satisfaction rating.
- Established collaborative relationships with key company contacts to better understand their internal culture and processes to provide up to the minute insight to Senior Fubon Analysts.
- Evaluated trends across the Enterprise resource planning and Solar sectors and produced research aligned with the broader green energy and ERP scope of investors.
- Proficient in the Bloomberg, Gartner Dataquest and Thomson Reuters data systems to gather information and deliver customized reports as requested by the worldwide research department.
0-5 years of experience
- Conducted primary research and prepared sector and company write-ups, including in-depth reports articulating trends and investment ideas; quick response notes to actionable news and earnings previews/recap.
- Created and maintained financial / market models based on channel checks and meetings with company management.
- Performed preliminary due diligence and vetting of issuers prior to investment banking transactions (e.g. financing and equity raising transactions, pre-IPO).
- Initiated coverage of companies, including EVTC, FIS, FISV, GPN, VNTV.
- Sector coverage: Computer Services & IT Consulting ( October 2012 – October 2013 )
- Sector coverage: Biotechnology ( February 2011 to October 2012 )
0-5 years of experience
- Conducted primary research and prepared sector and company write-ups, including in-depth reports articulating trends and investment ideas; quick response notes to actionable news and earnings previews/recap.
- Created and maintained financial / market models based on channel checks and meetings with company management.
- Performed preliminary due diligence and vetting of issuers prior to investment banking transactions (e.g. financing and equity raising transactions, pre-IPO).
- Initiated coverage of companies, including EVTC, FIS, FISV, GPN, VNTV.
- Sector coverage: Computer Services & IT Consulting ( October 2012 – October 2013 )
- Sector coverage: Biotechnology ( February 2011 to October 2012 )
0-5 years of experience
- Partner with a senior analyst in coverage of 13 life insurers, with market cap ranging from $3B to $68B
- Wrote a differentiated, in-depth sum-of-the-parts analysis on Ameriprise (AMP), a hybrid life insurer/financial planner/asset manager; shares up 14% since publication versus S&P up 7%
- Initiated coverage on a recent IPO (ING U.S.); built an earnings model from scratch, created teach-in presentations, and wrote a full initiation report largely on my own
- Managed client inquiries and project requests, as well as attended senior management meetings, investor relations presentations, and industry events on behalf of the senior analyst
0-5 years of experience
Oil and Gas Exploration and Production and Oilfield Services (July 2009 -May 2011)
- Provided Investment Research on 30+ companies as sole Research Associate
- Initiated coverage of 7 E&P companies and 27 Oilfield Service and Offshore Drilling Companies (Mkt Cap 300+bn)
- Regularly presented analysis on companywide morning meeting
- Prepared and led industry teach-in for sales and trading
0-5 years of experience
Executed credit and financial analysis of equity investment projects across various markets and sectors, and assisted with initiating coverage on many new investment opportunities.
- Drafted research reports and presented analysis and recommendations; prepared Committee memoranda detailing transactions risks, capital structure, and legal elements.
- Wrote and circulated internal memos to Senior Analysts and Institutional Sales, detailing investment ideas and rationale; assisted with the writing, editing, and publishing of research reports and notes.
- Participated in internal and external meetings with bankers and clients, handling relationships and facilitating transaction discussions.
- Closely worked with Fixed Income Products and Pension Solutions desks.
- Collaborated in developing and maintaining financial forecasting models for selected sectors and companies under coverage, by using specialist statistical software.
0-5 years of experience
2003-2004
Launched firm’s large-cap entertainment practice, also encompassing mid-cap radio/TV broadcasting sector.
Wrote original research, performed financial modeling, industry research, due diligence, and idea generation.
- Accelerated coverage launch of 15-company universe by 2-3 months on then-existing timeline.
- Streamlined communication process for disseminating opinions and answering questions of investors and sales force – personally recognized for responsiveness and accuracy of information.
- Created proprietary television network performance analysis to evaluate impact on parent companies.
- Evaluated new technologies and industry catalysts to predict impact on existing media business models.
0-5 years of experience
Conducted financial modeling and analysis. Prepared earnings forecasts, and evaluated income statements, balance sheets and cash flows.
- Disseminated investment thesis and earnings reports directly to buy side clients. Managed client relationships, with company visits and marketing meetings.
- Constructed reports, financial analyses, and forecasts that may be included in various research department publications. Covered international technology firms with complex capital structures.
- Wrote detailed investment reports based on macro, micro and company specific catalysts.
- Communicated investment recommendations and updates to the sales professionals through oral presentations and assist them in communicating the recommendations to our clients.
- Traveled periodically to visit the senior management members of covered companies for due diligence meetings and research initiatives.
- Assisted with the preparation of industry reports and monthly publications, perform analysis, forecasting and modeling for sectors under coverage.
- Prepared quantitative reports/spreadsheet analysis on specific companies for analyst’s reference.
0-5 years of experience
Assisted two senior analyst covering Latin American companies in various sectors.
- Researched and published comprehensive market valuation reports on Latin American companies.
- Established and nurtured relationships with high management of firms under coverage through constant contact and on site visits.
- Built and maintained detailed earnings forecast and cash flow models for financial institutions.
- Presented recommendations to higher management, developed detailed plans for implementation of systems.
0-5 years of experience
Responsible for coverage of 10 companies in the Discount Retail industry.
- Improved the sales process, listened to clients, sales force, and analysts to dissect and review issues with communications.
- Developed telephone and e-mail blast lists using e-CRM software.
- Result: reduced unnecessary communication through better understanding of client requirements and mandates; clients response rate increased 12 – 14% and trading volume improved 17%.
6-10 years of experience
Member of the Institutional Investors-ranked team covering the Semiconductor Capital Equipment sector that moved from Deutsche Bank to Citi.
- Created and maintained financial models and statistical files for 22 companies under coverage, providing updates and financial statements analysis
- Assisted in research report writing, organized data into pitch-books and presentation materials for senior analyst marketing
- Conducted industry and company research; generated tables and charts per analyst and client request
0-5 years of experience
Responsible for research coverage of 16 companies in the Consumer/ Retail industry.
- Generated equity investment ideas, created proprietary screening model for all publicly available
- Narrowed focus to the top 25 companies based on sales and earnings per share growth rates compared to key valuation metrics, such as P/E, PEG, and EV/EBITDA.
- Interviewed executive management teams, industry suppliers, and customers for each company.
- Recommended top 10 companies for both long and short investment ideas.
- Result: clients were aware of new investment ideas ahead of competitors; helped generate excess
0-5 years of experience
Performed company research, due diligence, financial analysis and valuation modeling for [company name]
(Buy side Equity Investment Company with $900 million asset under management)
- Coordinated and participated in discussions with the senior management of public companies identified as potential
- Developed research to support high-level portfolio themes
- Made investment presentations based on fundamental capital markets or equity research.
- Responsible for updating models through earnings season, maintaining databases tracking industry and identifying key
- Assisted portfolio manager to track composition of small & mid cap portfolio and portfolio optimization
0-5 years of experience
- Provided primary support to senior analyst covering 23 public-healthcare companies valued from $100MM – $5B
- Conducted primary fundamental research on all initiation coverage; drafted and disseminated all First Call notes
- Created and maintained all financial models including P/E multiple and DCF valuations
- Coordinated cross-departments to plan and execute multiple road-shows in US and Europe and proprietary conference
- Select companies in coverage universe: Progenics, Adolor, CellDex Therapeutics, OMRIX, ZymoGenetics, Hythiam,
0-5 years of experience
Covered industries: Diagnostic Services (BRLI, DGX, GHDX, LH, MYGN), Life Sciences (BRKR, GNOM, ILMN, LIFE, TECH,
PACB), and PBMs (CTRX, ESRX); passed all required FINRA exams (Series 7, 63, 86, 87) within the first 3 months
- Supported M&A due diligence by constructing DCF models, LBO models, sum-of-parts, and accretion/dilution analyses
- Performed market sizing analysis to identify investment opportunities for covered industries, designed market research
- Managed relationships across industry experts, public and private company executive teams, and institutional investors
- Presented actionable investment ideas to internal sales forces, traders, and external institutional clients
- Attended industry conferences; composed research reports including conference highlights and potential financial impact of covered companies for institutional investors
0-5 years of experience
Conducted qualitative and quantitative analysis of 60 companies and created analysis reports of industry trends, products,
business lines, distribution channels, customers, cost structure, competition, growth opportunities, stock performance,
company financials and valuation metrics
- Built and developed financial statement models based on SEC filings, quarterly earnings releases and earning conference calls
- Created and delivered presentations of industry and company analysis to institutional clients at investor conferences
- Prepared spreadsheets and draw charts and graphs; analyzed information influencing stock performance (price, yield, stability,
- Provided investment recommendations (Buy, Hold or Sell) and forecasted stock price based on earnings projections, valuation and risk assessment of individual companies
- Published stock research reports for US and HK listed companies in retail industry, reports are distributed weekly to internal
0-5 years of experience
Member of three person team issuing sell-side investment research on the wireless telecommunications services sector.
- Built and maintained detailed company financial models, including full forecasts of financial statements.
- Conducted qualitative analysis of companies’ competitive positioning, products, services, marketing plans, etc.
- Wrote several industry and company investment reports per week, published to firm’s client base of thousands.
- Interacted daily with firm’s client base of institutional investors.
0-5 years of experience
Played integral role in revitalizing the UBS REIT franchise; ranked #4 in Institutional Investor in 2007, vs. #13 in 2005.
- Researched and valued over 50 real estate stocks, completed more than 20 stock initiations, and worked on two live IPOs.
- Responsible for building company models and writing reports for equity REITs. Coverage universe included more than 30 REITs from the apartment, student housing, healthcare, data center, residential and commercial mortgage sectors.
- Built and maintained team’s financial models and databases.
- Conceptualized and authored several large industry research reports, including a national apartment sector overview.
0-5 years of experience
- Initiated equity research coverage on seven publicly traded companies comprised of US and foreign IT services and SaaS
- Created and maintained financial valuation models of public companies under coverage to project future revenue
- Conveyed actionable data points from quarterly earnings call to sales team while analyst was out of country.
- Produced quarterly research reports on companies under coverage after analyzing earnings release and subsequent
- Drafted internal memo defending covered company after allegations of financial fraud were disclosed to press.
0-5 years of experience
Wrote research reports covering the softline retail, health and wellness, and restaurant industries
- Updated earnings and statistical models
- Analyzed and collected data from the SEC’s filings, the company’s proprietary database using SQL and
- Conducted research on the investments and trends in a specific industry (softline retail, health and wellness, and restaurants)
- Answered inquiries from investors and personnel of the firm regarding individual securities
0-5 years of experience
Licenses: Series 7, 63, and 87.
- Responsible for interacting with clients, sales, and trading.
- Collected, organized, and analyzed data for Quantitative research publications.
- Completed macro-based projects for members of the Research department.
- Created bespoke research products for clients on an as-needed basis.
- Created presentations for senior management, usually collaborating across divisions.
- Screened resumes, interviewed candidates, identified candidate short list, mentored and trained the junior
0-5 years of experience
Provided insightful, actionable analysis and investment recommendations to institutional clients.
- Built and maintained integrated financial models and projections as basis for valuation of 23 biotech
- Initiated and provided coverage and investment recommendations on companies by conducting
- Formulated investment thesis and continually monitored and interpreted current events and company news.
- Prepared presentations for various conferences, events, physician surveys, and pitches to clients.
0-5 years of experience
Responsible for researching and analyzing a portfolio of 34 Oilfield Service & Equipment companies as a senior
member of the equity research team.
- Promoted from within [company name] to take a more active role covering the energy sector in the equity
- Developed complex financial models and valuation analyses that supported investment recommendations to institutional investors.
- Communicated buy/sell/hold recommendations to the internal equity sales force and to institutional clients.
Equity Research Associate Duties and Responsibilities
Equity research associates perform job tasks that vary based on the number of accounts they manage and their client’s financial interests. However, there are some core duties associated with the job, including:
Conduct Research Equity research associates research statistical data, industry trends and news, financial reports, and other information that they use to create detailed written research reports.
Perform Security Analysis Equity research associates use research and financial models to create in-depth security and investment analysis.
Create Financial Models Equity research associates design financial models showing investment profit projections over time.
Network with Colleagues and Clients Equity research associates attend conferences and professional events, host meetings, and visit companies to build professional relationships.
Answer Questions Equity research associates answer questions from customers and companies regarding financial security.
Design Investment Ideas Equity research associates create new investment ideas and plans and make recommendations to help clients increase their profits and generate new business.
Equity Research Associate Skills and Qualifications
Equity research associates use analytical thinking and financial knowledge to design detailed models, write financial reports, and make investment recommendations to various clients. Employers hire candidates who have the following specific skills:
- Critical thinking – equity research associates use critical thinking skills to analyze and design investment plans for businesses and individuals
- Mathematics – because equity research associates constantly work with numbers and finances, strong math skills are an essential component of this job
- Computer skills – equity research associates use software programs and digital tools to design financial models, which requires strong computer skills
- Communication skills – equity research associates use verbal communication skills to consult with clients and written communication skills to create detailed financial reports
- Attention to detail – equity research associates are detail-oriented professionals who distill large amounts of data into usable pieces of information and spot details that can help them design financial plans
- Time management – equity research associates use time management skills to meet strict deadlines and perform tasks quickly and efficiently
Equity Research Associate Education and Training
A majority of employers seek equity research associates who have a bachelor’s degree in finance, accounting, or a similar field. However, many employers prefer candidates who have a master’s degree in one of these disciplines. In addition to education, many employers want equity research associates who have previous work experience with securities or investment. Employers may also require equity research associates to have a master’s degree in business administration or designation as a chartered financial analyst or certified public accountant. Little training is provided to equity research associates, who have the necessary skills and education to perform their daily job duties. For the first few cases that equity research associates manage, they are typically closely monitored by a senior member of the investment team.
Equity Research Associate Salary and Outlook
Data from PayScale shows that equity research associates earn a median annual income of $72,840. According to the Bureau of Labor Statistics (BLS), financial analysts earn $84,300 annually. Financial analysts, like equity research associates, advise businesses and individuals on their investment decisions by performing analysis and research. The regular duties for the two job titles are very similar, and in some companies the two titles are interchangeable. The BLS predicts that jobs in this field will increase 11 percent through 2026, a rate that is faster than the national average. Most employers provide equity research associates with extensive benefits packages that include medical, dental, vision, and life insurance benefits. Retirement planning, paid vacation days, and paid holidays are also typically offered. In addition to a regular salary, many companies offer various monetary bonuses and profit-sharing agreements.
Helpful Resources
Explore these helpful resources to find jobs, career strategies, work techniques, and other tips for equity research associates:
Association for Financial Professionals – visit the AFP website to find jobs, discover career development resources, conduct research, network with other professionals, learn more about upcoming events, and browse certification programs
Financial Modeling for Equity Research Associates: A Step-by-Step Guide to Earnings Modeling – this step-by-step guide was written to provide equity research associates with tips for creating financial models. The text includes blank templates for various types of models
Association of Financial Analysts – look through financial reports and resources, explore jobs in the finance industry, and find resources and information for all types of financial analysts at this website Nonprofit Asset Management: Effective Investment Strategies and Oversight – this book is a step-by-step guide to investment management. The text provides tips on asset allocation, creating frameworks, and other financial management tasks
Financial Management Association – find upcoming conference dates, browse publications, and look through other resources for financial professionals at this website
Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts – this book, written by a security analyst, provides tips and techniques for equity research associates and analysts. The text explores monitoring financial factors, updating financial forecasts, and making recommendations, among other topics
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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.
