Equity Research Resume Sample Work Experience • Significant exposure to internal clients at many levels from CEOs to Portfolio Managers, Analysts and Senior Management. Apply to Research Associate, Equity Analyst, Research Assistant and more! 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. financing and equity raising transactions, pre-IPO). What's more, if … Skills . Additional Analyst Resumes are available in our database of sample resumes. 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. 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. 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. Closely worked with Fixed Income Products and Pension Solutions desks. Equity Research Analyst CV Example & Writing tips, Questions, and Salaries One of the most important parts of a job application is the curriculum vita. Resume Industry: Banking. Resume Template #362. Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections. Completed macro-based projects for members of the Research department. There are plenty of opportunities to land a Equity Research Analyst job position, but it won’t just be handed to you. Established and nurtured relationships with high management of firms under coverage through constant contact and on site visits. 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%, 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, 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. Show Resume Text. Often spoke on the company wide morning call regarding company updates. Risk analysis for equity and options trading for a neutral long/short equity fund. Research efforts increased gross revenues of 2nd largest client by 150% in calendar year 2006. 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, 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. Wrote detailed investment reports based on macro, micro and company specific catalysts. Los Angeles, CA. 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. Published a research report that was distributed to institutional investors and picked up by Bloomberg and Reuters. Equity Research Analyst Resume Samples. Junior equity research analyst responsible for supporting senior analyst in coverage of aerospace and defense industry. Equity Research Associate Resume Sample. Summary Equity Research Analyst provides information about companies for the purposes of stock and bond investment. W. CAROL COX 777 E. 93nd Street, Apt. Although it alone will not get you a job or internship, a good resume is an important element toward obtain- A recruiter or hiring manager skims any given resume in an average of six seconds, so it’s vital to make sure all your analytical, research, and decision-making skills are written with the right keywords and laid out in a scannable design. Make field trips, interview company executives, prepare records and files to develop and maintain sources of … LH. Drafted research reports and presented analysis and recommendations; prepared Committee memoranda detailing transactions risks, capital structure, and legal elements. Recommended top 10 companies for both long and short investment ideas. Jesse Truth 45 Walter Mondale Way Frozen Lake, MN, 55389 Cell: (555) 987-1234 example-email@example.com . Drafted 12 company initiations, three industry reports, quarterly earnings research reviews, and frequent pro-active research ideas for publication. 11/2005 – 03/2010. equity research analyst Resume Examples. CA. Increased portfolio performance by finding "investment value" via creation of Discount Cash Flow, Free Cash Flow and Dividend Discount Model valuation models. It should highlight your strongest assets and skills, and differentiate you from other can-didates seeking similar positions. Monitored and analyzed macro-economic and sector specific trends and evaluated company business strategies and competitive positions. Interviewed executive management teams, industry suppliers, and customers for each company. Let's find out what skills an equity research analyst actually needs … Focused on the industrial and chemical sectors, as well as corporate spin-offs. Resume Industry: Finance. Resume Template #362. 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? 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) This is one of the hundreds of Equity Research Analyst resumes available on our site for free. Find out what is the best resume for you in our Ultimate Resume Format Guide. Performed rigorous fundamental analysis of the ideas to determine viability & rebalancing for the portfolio. Research Analyst Cover Letter Best Equity Research Analyst Supported senior equity analyst covering the energy sector with 40 publicly-traded companies under coverage. Determined price targets using fundamental, technical, and trend analysis linked with investor psychology. See our sample Equity Research Analyst Cover Letter. Improved the sales process, listened to clients, sales force, and analysts to dissect and review issues with communications. The company provides its clients with research service in the healthcare, retail, financial, and information technology sectors utilizing sixteen analysts. Primary coverage on Construction Materials: AWI, EXP, HW, MLM, TXI, USCR, USG, VMC. For example, 18.3% of equity research analyst resumes contained financial models as a skill. Program required management interviews, company site visits, forecasting cash flows, and creating earnings estimates. Utilized data to guide model development and marketing analyses and presentations to investors. Created and maintained detailed financial models on each company. Los Angeles, CA. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts. Equity Research Associate Resume Sample. 10X EBITDA Private Equity Resume Template / Example (PDF) Who Should / Shouldn’t Use This Resume Template This resume template is designed for investment bankers, management consultants, and other current professionals recruiting for private equity roles. 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. Top three Buy recommendations (NTIC/SYNL/KMG) returned an averaged 6.17% within six months. 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. 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. 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". Developed earnings models and performed fundamental valuation analysis using company financial statements. Traveled periodically to visit the senior management members of covered companies for due diligence meetings and research initiatives. Participated in securities research program. ), Produced monthly performance reports for largest clients, Mentored summer intern for development of correlation analysis skills. Published in-depth and summary analytical investment research reports. Equity Research Associate Resume. 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. Provided primary research and analytical support for Senior Equity Research Analyst covering industrial sector. Accelerated coverage launch of 15-company universe by 2-3 months on then-existing timeline. 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, 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, 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. 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