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Become An Equity Analyst

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Working As An Equity Analyst

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $91,413

    Average Salary

What Does An Equity Analyst Do At Goldman Sachs & Co.

* Determine liquidity strategy of funds through involvement in LP capital call and distribution process, determination of investment allocations, and cash forecasting
* Participate in credit facility management of the funds
* Facilitate closings of investment transactions and onboard new investments onto PEG platform and systems
* Produce analyses on funds related to performance, exposure and concentrations, diversification, etc.
* Respond to requests from senior management and clients relating to funds and portfolio
* Actively assist in AIMS-wide initiatives and projects

What Does An Equity Analyst Do At John Hancock

* Make quarterly (or more frequent) recommendations and presentations to senior management on the valuation of private debt and equity securities, including notes, loans, stock, partnership interests, etc., under IFRS and US GAAP held by John Hancock's General Account and third-party funds managed by Hancock Capital Management by applying various methodologies and assumptions to calculate fair market value.
* Oversee quarterly review of the valuation of securities presented in loan review documents prepared by the team for Manulife's Credit Committee, IFRS valuation documents presented to Manulife's Valuation Committee, and Annual Review documents presented to John Hancock's investment officers.
* Participate with the team's Managing Directors in the analysis and documentation of the valuation of new private equity securities recommended to the Investment Committee.
* Follow developments in IFRS and US GAAP relevant to private equity, mezzanine, and senior loan investments.
* Ensure that the implications to the Investment Division of such developments are well understood and that our accounting policies remain appropriate.
* Work with the team's accounting staff and the firm's outside auditor in the preparation of quarterly and year-end financial statements for its funds.
* Prepare periodic reports on overall portfolio performance for senior management

What Does An Equity Analyst Do At Morningstar

* Research, analyze, and estimate fair values for about 20 companies.
* Write company and sector specific research reports that incorporate creative insights and surface investment opportunities to our clients.
* Perform in-depth analyses of the Economic Moats of the companies on your coverage list, incorporating qualitative and quantitative factors.
* Build detailed discounted cash flow models for each company you cover, focusing on the key drivers of the business and incorporating scenario analysis

What Does An Equity Analyst Do At Goldman Sachs & Co.

* In this role you will work closely with stakeholders from the initial request to go-live.
* This includes gathering requirements, evaluating specifications, coordinating testing, managing the change process, implementing client specific rules and set-up.
* Testing includes certification of new clients as well as validating new products for existing clients.
* Stakeholders include but are not limited to sales and trading business teams and vendor, client and Goldman Sachs technology teams.
* Generally the team also provide expertise on any FIX related inquiries to the relevant business and application teams.
* There is in place a Level 1 FIX support function and the FIX on-boarding team coordinate closely to ensure a smooth handover when a client is taken live.
* The team has strong relationships with the business and other technical stakeholders and provides professional solutions for Goldman Sachs electronic trading

What Does An Equity Analyst Do At Goldman Sachs & Co.

* The Liquidity Infrastructure team partners with equities strategists and technologists to provide and maintain the firm’s Algorithmic Equity Trading and Smart Order Routing systems.
* This critical role includes analysis and support for real-time trading issues as well as proactive work towards automation.
* Our team seeks an analyst with interest in working with and supporting high-performance distributed trading systems.
* A successful candidate will: Be responsible for the successful integration of certified code and new functionality into the production trading environment Facilitate communications between trading desks, strategists, and other support teams to manage unexpected or day-to-day issues Understand Asia equity market rules and microstructure and be able to interact directly with exchanges and vendors to address issues Lead efforts to identify and address performance bottlenecks in high frequency trading environment (network topology, market data, exchange connectivity etc.) Proactively create tools and tests to reduce manual work and automate best practices Create software to systematically analyze order flows and system performance, utilizing this data for long-term capacity planning Through mentorship by the team, and based on aptitude, grow into a role involving responsibility for trading algorithms and business logic
* Work in shifts in order to support Asia markets

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How To Become An Equity Analyst

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.


Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.


Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

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Equity Analyst jobs

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Equity Analyst Career Paths

Equity Analyst
Senior Associate Senior Accountant Audit Manager
Assistant Corporate Controller
9 Yearsyrs
Credit Analyst Finance Manager Finance Director
Assistant Treasurer
5 Yearsyrs
Credit Analyst Operations Specialist Operations Officer
Assistant Vice President Operations
8 Yearsyrs
Business Developer Real Estate Agent Real Estate Broker
Commercial Director
11 Yearsyrs
Co-Founder Owner And Founder Owner/Director
7 Yearsyrs
Portfolio Manager Assistant Vice President Office Manager
Finance Manager
7 Yearsyrs
Investment Analyst Business Analyst Senior Finance Analyst
Finance Planning Manager
8 Yearsyrs
Senior Analyst Senior Manager Controller
Group Controller
11 Yearsyrs
Managing Director Investment Advisor Investment Analyst
Investments Manager
6 Yearsyrs
Assistant Vice President Finance Consultant Senior Finance Analyst
Lead Finance Analyst
7 Yearsyrs
Senior Analyst Senior Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Investment Analyst Finance Analyst Senior Finance Analyst
Manager, Finance Analysis
8 Yearsyrs
Business Analyst Senior Finance Analyst Accounting Manager
Manager/Finance Accounting
8 Yearsyrs
Portfolio Manager Senior Project Manager Business Developer
Managing Director
11 Yearsyrs
Senior Finance Analyst Business Manager Property Manager
Portfolio Manager
7 Yearsyrs
Managing Director Marketing Consultant Marketing Executive
Senior Executive
5 Yearsyrs
Assistant Vice President Program Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Senior Finance Analyst Assistant Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Business Analyst Business Developer Vice President, Business Development
Vice President, Corporate Development
12 Yearsyrs
Investment Officer Investment Advisor Fixed Income Manager
Vice President, Fixed Income
7 Yearsyrs
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Equity Analyst Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • Mandarin

  • French

  • Japanese

  • German

  • Russian

  • Cantonese

  • Korean

  • Hindi

  • Bengali

  • Hebrew

  • Portuguese

  • Swedish

  • Romanian

  • Gujarati

  • Sanskrit

  • Norwegian

  • Catalan

  • Afrikaans

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Equity Analyst

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Equity Analyst Education

Equity Analyst

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Real Equity Analyst Salaries

Job Title Company Location Start Date Salary
Private Equity Analyst OEP Capital Advisors, L.P. New York, NY Mar 05, 2016 $300,000
Financial Equity Analyst The Carlyle Group Employee Co., LLC New York, NY Jun 09, 2015 $250,000
Financial Equity Analyst The Carlyle Group Employee Co., LLC New York, NY Jun 28, 2013 $250,000
Emerging Markets Equity Analyst Artisan Partners New York, NY Sep 03, 2016 $201,510
Analyst, Global Equities Nuveen Investments Holdings, Inc. Minneapolis, MN Feb 22, 2016 $175,000
Quantitative Equity Analyst Grantham, Mayo, Van Otterloo and Company, LLC Boston, MA Apr 08, 2016 $165,000
Equities Analyst (Vice President) Nomura Securities International, Inc. New York, NY Dec 18, 2014 $165,000
Equities Analyst Lombardia Capital Partners Inc. Pasadena, CA May 15, 2013 $160,000
Vice President, Equity Analyst, Real Estate Securities Rreef Management, LLC Chicago, IL Oct 20, 2016 $155,000
Equity Analyst Quad Capital LLC New York, NY Feb 08, 2016 $154,000
Senior Equity Analyst City National Bank New York, NY Sep 05, 2016 $153,546
Analyst, Private Equity The Blackstone Group New York, NY Sep 01, 2015 $150,000
Asia Equity Analyst Muddy Waters Capital LLC San Francisco, CA Nov 04, 2016 $150,000
Global Equities Consumer Analyst Citadel LLC San Francisco, CA Apr 21, 2016 $150,000
Private Equity Analyst Orbimed Advisors LLC New York, NY Aug 01, 2015 $125,000
Equity Analyst Eaton Vance Management Boston, MA Jul 18, 2016 $125,000
Equity Analyst William Harris Investors, Inc. Chicago, IL Jul 24, 2015 $125,000
Equity Analyst RWC Asset Advisors Us LLC Miami, FL Jun 13, 2016 $125,000
Equity Analyst Soros Fund Management, LLC New York, NY Jan 09, 2013 $125,000
Senior Equity Analyst _X0013_ Energy Sector Morningstar, Inc. Chicago, IL Sep 11, 2016 $125,000
Fundamental Equity Analyst Columbia Management Investment Advisors LLC New York, NY Feb 01, 2014 $122,845 -
Chinese Equity Analyst Teng Yue Partners, L.P. New York, NY Feb 03, 2015 $122,845
Equity Analyst Morningstar, Inc. Chicago, IL Jul 18, 2016 $89,669
Analyst, Strategic Equity Solutions Group Americas UBS Securities LLC New York, NY Jan 12, 2014 $85,000 -
Analyst, Strategic Equity Solutions Group Americas UBS Securities LLC New York, NY Dec 01, 2014 $85,000 -
Quantitative Equity Analyst Jpmorgan Chase & Co. New York, NY Sep 13, 2016 $85,000
Analyst, Equities Quant Merrill Lynch New York, NY Jan 04, 2016 $85,000 -
Quantitative Equity Analyst Brandywine Global Investment Management Philadelphia, PA Jul 27, 2016 $83,699
European Equities Analyst Kinney Asset Management, LLC Chicago, IL Sep 01, 2015 $83,000
Equity Analyst William Harris Investors, Inc. Chicago, IL Jul 24, 2015 $82,534 -

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Top Skills for An Equity Analyst


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Top Equity Analyst Skills

  1. Financial Models
  2. Equity Portfolio
  3. Technology Sector
You can check out examples of real life uses of top skills on resumes here:
  • Build robust financial models using discounted cash flow (DCF), economic profit and relative valuation analysis.
  • Performed style analysis of internally managed equity portfolios and recommended style benchmarks.
  • Perform equity research in Technology sector, creating weekly financial and valuation models to recommend buy/sell ratings and further diversify portfolio.
  • Conducted primary or secondary equity research coverage on over 20 publicly traded companies.
  • Created and implemented the firm's individual company due diligence process.

Top Equity Analyst Employers