Worked closely with senior analyst to cover wide range of technology companies, Wrote company and industry specific reports for distribution to institutional clients, Evaluated 15 Exploration & Production companies with market capitalizations ranging from $1 billion to over $30 billion, maintained financial models and pursued company announcements, School Of Economic And Business Administration. Conducted detailed due diligence sessions for business, financial and accounting. financing and equity raising transactions, pre-IPO). You can also use this resume if you’re recruiting for hedge … How To Write Good Examples … Download this resume template. 31/10/2019 . Lists corporate sales, assets and brands to find a good … Phone. Resume Template #362. This is an example of a resume for a market research analyst position. Equity Research Analyst Resume Example + Salaries, Writing tips and Information. Education Section in Equity Research Analyst Resume sample. Los Angeles. Jun 4, 2020 - Equity Research Cover Letter . The following resume template can be also utilized for a market research analyst, and data analyst. Sole Associate supporting lead analyst in the equity research coverage of approximately twenty companies within the Pharma Services and Healthcare Distribution sectors. Full Name [Street, City, State, Zip] | [Phone] [Email Address] Equity Analyst Career Profile. 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. © 2021 Job Hero Limited. Covered international technology firms with complex capital structures. 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, 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, 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. Responsible for interacting with clients, sales, and trading. Increased revenue from key client by $80k through leveraging of relationship. Responsible for research coverage of 16 companies in the Consumer/ Retail industry. Created and maintained detailed financial models on each company. The following resume template can be also utilized for a market research analyst, and data analyst. Created proprietary television network performance analysis to evaluate impact on parent companies. 82575 Ferry Villages. 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. 1. Performed fundamental research and equity valuation for global non-profit fund manager withAUM ~$350B. Executed and help devise portfolio trading strategies. Los Angeles, CA. Completed macro-based projects for members of the Research department. Prepared initiation report and quarterly reports on allocated companies. Talk to a Banking Resume Expert. Lenora. Presented investment ideas and market comments to Senior Analysts and Institutional Sales. Equity Research Analyst CV Example & Writing tips, Questions, and Salaries One of the most important parts of a job application is the curriculum vita. 1 2 3. Financial markets fascinate you. The guidelines that we will be discussing are applicable to both the resume below as well as your own personal resume. Equity Research Associate. New York, NY 2009 to 2010Privately held, global financial services firm engaging in investment banking, capital markets services, investment management, and investment advisory.Equity Research Associate, Consumers & Retail (Sell-side), Worked within the Biotech and Health Care sector composing initiation of coverage reports, Member of biotechnology research team covering 15 companies focusing on diabetes, cancer, antibiotics and orphan drugs. Furnish insights, analytics and business intelligence used to advance opportunity identification, process reengineering and corporate growth. Built and maintained detailed company financial models, including full forecasts of financial statements. 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. Regular maintenance of relationships with public company management teams, including due diligence on companies for coverage or as part of transactions. Email Address: [[email protected]] Career Objective: To obtain an equity research associate position with a reputed finance company where my research, analytical, and evaluation skills can help clients take correct … 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. 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. Worked to improve visibility of the equity team with buy-side accounts. 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. November 29, 2020 resume resume examples [First Name] [Last Name] Contact Address: [street] [Country] [City] [State/Province] [Zip Code] Contact Number: (012)-345-6789. Wrote several industry and company investment reports per week, published to firm's client base of thousands. Equity Research Cover Letter . 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. AZ +1 (555) 429 6653. Collected, organized, and analyzed data for Quantitative research publications. Participated in team discussion on portfolio risk management and investment ideas. Employed macroeconomic research, SEC filings and financial publications to compose initiation reports and company updates. 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). Assisted in the design and preparation of analyst marketing strategy and materials. Thus we make sure Equity Research Analyst Resume Example that all our cheap essays written for Equity Research Analyst Resume Example you meet the most compelling academic demands both in content and in formatting. Coverage includes Handsets, PCs/Servers, and Storage with working knowledge of adjacent sectors (telecommunication, software, semis, networking, and services). Result: increased M&A deal flow activity by 25%; strengthened relationship with senior managers at corporate clients. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Built DCF models to project the future cash flows for estimating the intrinsic value of companies. Published approximately 150 research reports in past 12 months, or 3 reports per week. Junior equity research analyst responsible for supporting senior analyst in coverage of aerospace and defense industry. 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. Interacted daily with firm's client base of institutional investors. Buy recommendation initiated with stock at $13 and was acquired at at $80 per share in April 2014. 555-555-5555. firstname.lastname@example.org. The original post, provided by Hooked on LEAPS, gives you an idea of how a resume should be structured, though it is not perfect, it is a step in the right direction. Promoted from within [company name] to take a more active role covering the energy sector in the equity. ), Produced monthly performance reports for largest clients, Mentored summer intern for development of correlation analysis skills. Barring a new company initiation or an unexpected event, equity research reports tend to immediately precede and follow a company’s quarterly earnings announcements. Developed and maintained relationships with companies under coverage, and channel distribution/industry contacts. 11120 Meadow Lark Rd. Coverage was Medical Technology. Experience Experience. Equity Research Resume Guidelines | Wall Street Oasis; Special instructions; Sample Taking Instructions; Equity Research Resume Guidelines | Wall Street Oasis; Non-Gynae Cytology; Genetics - Cytogenetics & Molecular; Equity Research Resume Guidelines | Wall Street Oasis; 24 Hour Urines; TDL Sample Collection Guide; New Tests; Test & Service Updates 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. Generated ideas, above $3B in market capitalization, in the sectors of Technology, Metals/Mining & Coal. Wrote detailed investment reports based on macro, micro and company specific catalysts. Screened resumes, interviewed candidates, identified candidate short list, mentored and trained the junior, 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. 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. Communicated company recommendations and updates to equity sales. Managed client relationships, with company visits and marketing meetings. Related Finance Resume Samples. Created the database to integrate over 60 daily research reports and summarized company fundamental performance which increases efficiency for the research department by 90%. Built and maintained detailed earnings forecast and cash flow models for financial institutions. Experience Experience. 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. Equity Sales. I have been able to generate revenue for clients through small and short-termed investments as well. Equity Research Associate Resume Example. 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). Provided buy/sell recommendations on individual stocks by analyzing financial statements, stock market trends and industry features combined with macroeconomic situations. In the corporate world, employers expect an error-free and sophisticated resume, so make sure your formatting is clean and polished. Established investment strategies for hedge fund and separately managed accounts, (35 million of assets, top three student-managed investment funds in the world based on assets.). Equity Research Analyst Resume Samples. Monitored and analyzed macro-economic and sector specific trends and evaluated company business strategies and competitive positions. Equity Research Associate resumes characteristically list either an Associates or Bachelor's degree in finance or another related field. Sample Equity Analyst Resume (Market Research Analyst ). Developed and maintained financial forecasting models for selected companies under coverage. Primary coverage on Construction Materials: AWI, EXP, HW, MLM, TXI, USCR, USG, VMC. Investment Banking Interview Questions; Private Equity Interview Questions; Hedge Fund Interview Questions; Consulting Case Interview Questions; Finance Interview Question ; 3 more Certifications. © 2021 Job Hero Limited. Prepared quantitative reports/spreadsheet analysis on specific companies for analyst's reference. 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. 05/2014 – present. 10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Baird is an employee-owned, international investment banking, private equity and asset management firm. What's more, if … 273 Feil Walk. Communicated buy/sell/hold recommendations to the internal equity sales force and to institutional clients. Phoenix. Howe. 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. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts. Wrote and published a monthly report that analyzed industry news and financial data. Glen R. Smith 3180 Turkey Pen Lane Montgomery, AL 36104 Phone: 334-492-4874 Email: email@example.com Career Objective: To obtain an equity research associate position with a reputed finance company where my research, analytical, and evaluation skills can help clients take correct investment decisions. Show Resume Text. Equity Research Resume Samples. Recommended top 10 companies for both long and short investment ideas. Frequently analyzed consumer and retail companies based on market trends, sector catalyst, and valuation metrics. Additional Analyst Resumes are available in our database of sample resumes. • Performed equity analysis on publicly-traded companies within the defense industry. Finance And Accounting With A Designation, Wrote research reports covering the softline retail, health and wellness, and restaurant industries. Build Your Own Now. Dallas, TX. Equity Research Associate Job Description, 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, 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. Equity Research Associate Resume. Interacted with institutional investors, investor relations, C-level corporate management teams and industry contacts. Additional Analyst Resumes are available in our database of 2,000 sample resumes. Supported Institutional Equity Sales & Trading in NYC. Sector coverage: Computer Services & IT Consulting ( October 2012 - October 2013 ), Sector coverage: Biotechnology ( February 2011 to October 2012 ), 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, 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. 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