Chartered finance analyst vs equity analyst

Differences between chartered finance analyst and equity analyst duties and responsibilities

Chartered finance analyst example responsibilities.

• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Document formatting/printing/production anomalies produce by new CMS.
• Proofread final drafts of post migration hard copy character-by-character, ensuring correctness.
• Present findings and analysis to executive level management and work collaboratively with management in decision making processes regarding the asset portfolio.
• Analyze potential investments, including securities, real estate, options strategies and structure derivatives and make recommendations to senior management.

Equity analyst example responsibilities.

• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
• Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
• Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
• Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
• Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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