Creating a strong Equity Research Analyst Resume is the first thing you need to do to grab the attention of hiring managers and recruiters while hunting for a Equity Research Analyst job. Lekeon Martin. Dahlman is a boutique energy investment bank headquartered in New York. 31/10/2019 . Produced marketing material for non-deal road shows, and educational material for IPOs or follow-on equity offerings. Covered international technology firms with complex capital structures. Initiated and maintained coverage on small and mid-cap energy companies in the oilfield service sector. Jeanette. Program required management interviews, company site visits, forecasting cash flows, and creating earnings estimates. Provided the best-in-class customer service responses which resulted in a 95% satisfaction rating. Attended quarterly earnings conference calls, technology (CES), and Biotechnology conferences. Phone. Published investment recommendations after careful analysis of financial statements, earnings releases, company news, current industry trends, and employment data. Produced and maintained First Call earnings estimate database and notes. Download this Resume Template to gain instant access to all the pages of the resume and cover letter. Be sure to list your analytical skills, professional experience and formal education to impress your next employer. LH. Equity Research Associate Resume Sample Questions? L Howe. Equity Research Resume Sample Work Experience • Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. Employed macroeconomic research, SEC filings and financial publications to compose initiation reports and company updates. An Equity Research Associate does the same job as an Equity Research Analyst in producing factual reports based on the review of stocks, bonds, and other financial instruments, though the Associate may cover less companies and issue less reports each quarter than the Analyst. Performed rigorous fundamental analysis of the ideas to determine viability & rebalancing for the portfolio. 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. Assisted two senior analyst covering Latin American companies in various sectors. 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. Here is a sample of equity research analyst resume – Feel free to copy-paste and adapt it to build your resume to apply for the job you want. Expanding clientele consistently, I have focused on customer service and satisfaction in order to keep all investors easy and relaxed while they rely on my predictions and … Sample Equity Research Analyst resumes include skills like running domestic and international non-deal roadshows for large companies, and conducting client meetings with international institutional investors. When it comes to your education section of your resume, hiring managers only need few basic pieces of information from you which includes: Name & Location of your school The degree you obtained (if applicable) Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts. Los Angeles. Conducted fundamental analysis by interviewing senior management, visiting company sites, and examining key business trends through secondary research. Equity Research Associate. Dear Hiring Managers, Having more than four years of extensive experience in the finance industry I am confident I would be an excellent fit for the role. What's more, if … Created and maintained detailed financial models on each company. Cumulative buy & sell recommendation performance significantly outpaced benchmark over four years; recognized by WSJ Online in 2008 for stock picking ability, Recruited by former CEO of Collins Stewart to expand research efforts at [company name], Vice President, Satellite Communications Equity Research Analyst (2001 - 2002)Associate, Aerospace and Defense Equity Research Analyst (1998 - 2001). 555-555-5555. hello@kickresume.com. Formulated and presented daily research findings to institutional clients and sales team. Download the market research analyst resume template (compatible with Google Docs and Word Online) or see below for more examples. To pursue a career as an equity analyst, a candidate should possess a bachelor’s degree in Economics, Mathematics, international finance, financial management or Finance. Coverage universe included more than 30 REITs from the apartment, student housing, healthcare, data center, residential and commercial mortgage sectors. 05/2014 – present. See our sample Equity Research Analyst Cover Letter. Additional Analyst Resumes are available in our database of sample resumes. An Equity Research Associate sample resume will highlight such skills as generating investment ideas through in-depth strategic, competitive, and valuation analysis, and maintaining detailed financial models with build-up analysis for companies under coverage and industry data. The template in its as-is form is tailored specifically to entry-level professionals, whose current position is their first and only full-time job. Complete Template Preview available for you to decide. Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings. Equity Research Associate resumes characteristically list either an Associates or Bachelor's degree in finance or another related field. 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, 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. Performed extensive industry, market and company research. Baird is an employee-owned, international investment banking, private equity and asset management firm. How To Write Good Examples … 08/2010 – 02/2014. Equity Research Associate Resume Example. Resume Template #362. The BURKENROAD REPORTS program has been featured in national financial media such as the Financial Times and the Wall Street Journal. Created proprietary television network performance analysis to evaluate impact on parent companies. Drafted research reports and presented analysis and recommendations; prepared Committee memoranda detailing transactions risks, capital structure, and legal elements. Evaluated key business drivers including revenue backlog, subcontractor labor costs, and material costs to develop 10-year financial projections. Although the division is best known for its equity research reports, the reports are not the key “value add.” 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". Related Finance Resume Samples. Interacted regularly with sell-side analysts and respective company executives. Financial markets fascinate you. Sample Equity Research Resume. ER - Positioning And Formatting. Built Models using FactSet, Annual Reports, Company Records and CSFB Holt system for relative warranted price targets used in purchase or selling decisions. Find out what is the best resume for you in our Ultimate Resume Format Guide. Managed client relationships, with company visits and marketing meetings. Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison and valuation analysis on 18 portfolio companies. Associate for Institutional Investor-ranked analyst, advising clients on 32 stocks in the transportation sector to elicit and sustain investor interest. 82575 Ferry Villages. AZ. Equity Research Associate Resume Sample. Career Level: Student Industries: Banking, Finance Download Formats Included:.DOC Developed earnings models and performed fundamental valuation analysis using company financial statements. Formulated investment thesis and continually monitored and interpreted current events and company news. 08/2010 – 02/2014. Click the button below to make your resume in this design. Equity Research Associate Resume. Gained investor mind-share via phone calls, in-person meetings and corporate access. 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. An equity research associate sample resume will highlight such skills as generating investment ideas through in depth strategic competitive and valuation analysis and maintaining detailed financial models with build up analysis for companies under coverage and industry data. Equity Research Associate Resume. Created and published company and industry reports to provide investment ideas to institutional clients. Performed research for five different sectors Basic Materials, Consumer Goods, Financial, Healthcare, Utilities that grossed Portfolio Managers profits of $150+ million. Initiated a Buy on previously uncovered company that produced a 50% return over nine-month span. 273 Feil Walk. New York, NY. 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. 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. Developed complex financial models and valuation analyses that supported investment recommendations to institutional investors. Equity Analyst Cover Letter Example (Text version) KURT LORENTZEN. Developed and maintained relationships with companies under coverage, and channel distribution/industry contacts. 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, 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. An Equity Research Analyst produces a factual report based on his or her review of stocks, bonds, and other financial instruments. Wrote and published a monthly report that analyzed industry news and financial data. Identify opportunities/risks for businesses and provide research analysis on portfolio management and market segments. This is one of the hundreds of Equity Research Analyst resumes available on our site for free. Make field trips, interview company executives, prepare records and files to develop and maintain sources of … Interacted with sales force and facilitated the company's non-deal road shows and investor meetings. Love this resume? Built and managed company financial models and multiple industry databases. 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. 11/2005 – 03/2010. 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. Banking Professional: Executive Investment Banker: Director of Wholesale Banking: Account Manager: Equity Research Associate: Program Analyst: Senior Financial Professional : Entry Level Banking Sales: Join us on Facebook Connect with us on … [company name] Inc. is an institutional research boutique and brokerage firm that concentrates on the analysis of both undervalued and overvalued securities. Member of the Institutional Investors-ranked team covering the Semiconductor Capital Equipment sector that moved from Deutsche Bank to Citi. Developed and maintained relationships with industry contacts and company executives to enhance qualitative research. Phoenix. Conducted fundamental equity research on companies in railroads and electric utilities industries. Wrote detailed investment reports based on macro, micro and company specific catalysts. Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Performed tasks of maintaining and updating the financial models based on the earnings release information. Equity Research Resume Template Resume full resume production experience resume sample does resume now cost money pastor resume resume genius sample What gives a resume impact, with regards to standing out among other resumes submitted? Detroit, MI. An equity research candidate is one who undertakes technical research in equities that are traded in the primary and secondary market. Communicated with clients, sales and trading on company specific investment themes, industry trends and news flow. Talk to a Banking Resume Expert. Communicated buy/sell/hold recommendations to the internal equity sales force and to institutional clients. Furnish insights, analytics and business intelligence used to advance opportunity identification, process reengineering and corporate growth. Provided buy/sell recommendations on individual stocks by analyzing financial statements, stock market trends and industry features combined with macroeconomic situations. Developed key financial models, valuation parameters and summary documents for $15 million follow on public offering as well as initiated analyst coverage post offering. 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, 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, 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. 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