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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

  • $82,000

    Average Salary

What Does An Equity Analyst Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

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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.

Education

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.

Advancement

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 Career Paths

Equity Analyst
Analyst Finance Analyst Senior Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Analyst Finance Analyst Finance Manager
Senior Finance Manager
11 Yearsyrs
Analyst Manager Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Finance Analyst Manager Vice President
Group Vice President
9 Yearsyrs
Research Associate Project Manager Vice President
Corporate Vice President
12 Yearsyrs
Research Associate Consultant Project Manager
Portfolio Manager
7 Yearsyrs
Research Associate Consultant Controller
Director Of Operations And Finance
11 Yearsyrs
Senior Analyst Manager Vice President
Vice President And Portfolio Manager
10 Yearsyrs
Senior Analyst Project Manager Portfolio Manager
Senior Portfolio Manager
10 Yearsyrs
Senior Analyst Senior Finance Analyst
Finance Project Manager
8 Yearsyrs
Consultant Management Consultant Vice President, Business Development
Vice President, Corporate Development
12 Yearsyrs
Investment Analyst Credit Analyst Portfolio Manager
Investments Manager
6 Yearsyrs
Senior Finance Analyst Director Business Development Director
Corporate Development Director
9 Yearsyrs
Equity Research Analyst Investment Analyst Fund Accountant
Mutual Fund Manager
5 Yearsyrs
Equity Research Analyst Investment Banking Associate
Manager, Corporate Development
7 Yearsyrs
Finance Consultant Senior Finance Planning Analyst Planning Manager
Manager, Strategy
8 Yearsyrs
Credit Analyst Bank Officer Assistant Vice President, Marketing
Vice President, Strategy
13 Yearsyrs
Credit Analyst Bank Officer Vice President & Sales Manager
Associate Vice President
9 Yearsyrs
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Do you work as an Equity Analyst?

Average Yearly Salary
$82,000
Show Salaries
$51,000
Min 10%
$82,000
Median 50%
$82,000
Median 50%
$82,000
Median 50%
$82,000
Median 50%
$82,000
Median 50%
$82,000
Median 50%
$82,000
Median 50%
$132,000
Max 90%
Best Paying Company
TFO
Highest Paying City
San Francisco, CA
Highest Paying State
New York
Avg Experience Level
2.1 years
How much does an Equity Analyst make at top companies?
The national average salary for an Equity Analyst in the United States is $82,402 per year or $40 per hour. Those in the bottom 10 percent make under $51,000 a year, and the top 10 percent make over $132,000.

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
Equities Analyst (Vice President) Nomura Securities International, Inc. New York, NY Dec 18, 2014 $165,000
Quantitative Equity Analyst Grantham, Mayo, Van Otterloo and Company, LLC Boston, MA Apr 08, 2016 $165,000
Equities Analyst Lombardia Capital Partners Inc. Pasadena, CA May 15, 2013 $160,000
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
Global Equities Consumer Analyst Citadel LLC San Francisco, CA Dec 02, 2014 $150,000
Global Equities Consumer Analyst Citadel LLC San Francisco, CA Apr 21, 2016 $150,000
Asia Equity Analyst Muddy Waters Capital LLC San Francisco, CA Sep 20, 2016 $150,000
Asia Equity Analyst Muddy Waters Capital LLC San Francisco, CA Nov 04, 2016 $150,000
Chinese Equity Analyst Teng Yue Partners, L.P. New York, NY Feb 03, 2015 $122,845
Fundamental Equity Analyst Columbia Management Investment Advisors LLC New York, NY Feb 01, 2014 $122,845 -
$233,738
Equity Analyst Eaton Vance Management Boston, MA Sep 17, 2014 $122,000
Equity Analyst BMO Asset Management Corporation Chicago, IL Aug 25, 2016 $120,000 -
$160,000
Equity Analyst Morningstar, Inc. (A Morningstar Company) Chicago, IL Jan 27, 2014 $120,000
Equity Analyst Van Den Berg Management I, Inc. Austin, TX Oct 30, 2015 $115,000
Equity Analyst Vollero Beach Capital Partners LLC New York, NY Jun 22, 2015 $110,000
Equity Analyst Wedge Capital Management Charlotte, NC Aug 21, 2015 $110,000
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 -
$95,000
Analyst, Strategic Equity Solutions Group Americas UBS Securities LLC New York, NY Dec 01, 2014 $85,000 -
$95,000
Analyst, Equities Quant Merrill Lynch New York, NY Jan 04, 2016 $85,000 -
$105,000
Quantitative Equity Analyst Jpmorgan Chase & Co. New York, NY Sep 13, 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 -
$125,000

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Top Skills for An Equity Analyst

  1. Financial Models
  2. Portfolio Companies
  3. Financial Statements
You can check out examples of real life uses of top skills on resumes here:
  • Developed recommendations by completing stock notes including financial models, stock price forecasts, and investment thesis on current/potential holdings.
  • Assisted portfolio managers in the oversight of portfolio companies and supported executive teams and country managers in business plan execution.
  • Researched industry trends and analyzed company financial statements in order to make well informed investment thesis and risk consideration.
  • Developed company comparisons, conducted financial analysis and modeling, and compiled due diligence information for private equity investments
  • Performed due diligence on prospective alternative investments for clients - Explored liquidity analysis and marketed investments upon request.

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Top 10 Best States for Equity Analysts

  1. New York
  2. Minnesota
  3. Connecticut
  4. Colorado
  5. New Jersey
  6. Washington
  7. Texas
  8. District of Columbia
  9. Oregon
  10. California
  • (1,235 jobs)
  • (448 jobs)
  • (262 jobs)
  • (345 jobs)
  • (514 jobs)
  • (480 jobs)
  • (1,351 jobs)
  • (301 jobs)
  • (164 jobs)
  • (2,697 jobs)

Equity Analyst Resume Examples And Tips

The average resume reviewer spends between 5 to 7 seconds looking at a single resume, which leaves the average job applier with roughly six seconds to make a killer first impression. Thanks to this, a single typo or error on your resume can disqualify you right out of the gate. At Zippia, we went through over 2,054 Equity Analyst resumes and compiled some information about how best to optimize them. Here are some suggestions based on what we found, divided by the individual sections of the resume itself.

Learn How To Create A Top Notch Equity Analyst Resume

View Resume Examples

Equity Analyst Demographics

Gender

Male

62.6%

Female

19.4%

Unknown

18.0%
Ethnicity

White

49.6%

Asian

24.7%

Hispanic or Latino

11.7%

Black or African American

9.8%

Unknown

4.2%
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Foreign Languages Spoken

Spanish

23.3%

Chinese

16.9%

Mandarin

16.4%

French

12.3%

Russian

5.5%

German

5.0%

Japanese

4.1%

Cantonese

3.7%

Portuguese

3.2%

Hindi

2.3%

Korean

1.4%

Bengali

1.4%

Italian

0.9%

Hebrew

0.9%

Swahili

0.5%

Swedish

0.5%

Turkish

0.5%

Romanian

0.5%

Gujarati

0.5%

Sanskrit

0.5%
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Equity Analyst Education

Schools

New York University

11.3%

Columbia University

9.5%

University of Chicago

8.1%

Tulane University

7.2%

University of Pennsylvania

7.2%

Cornell University

7.0%

Fordham University

5.4%

Northeastern University

4.7%

Boston University

4.3%

University of Michigan - Ann Arbor

4.1%

Pennsylvania State University

3.8%

University of Notre Dame

3.4%

University of Southern California

3.2%

Harvard University

3.2%

Johns Hopkins University

3.2%

University of California - Berkeley

2.9%

University of Iowa

2.9%

Emory University

2.9%

Drexel University

2.9%

University of Rochester

2.7%
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Majors

Finance

49.3%

Business

18.8%

Economics

8.7%

Accounting

7.6%

Management

2.7%

Political Science

1.8%

Business Economics

1.6%

Mathematics

1.2%

Management Science

1.1%

International Business

0.9%

Psychology

0.8%

Marketing

0.8%

Legal Research And Advanced Professional Studies

0.7%

Computer Science

0.6%

Electrical Engineering

0.6%

Applied Mathematics

0.6%

Law

0.6%

Operations Research

0.5%

Real Estate

0.5%

Statistics

0.5%
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Degrees

Masters

47.7%

Bachelors

43.2%

Other

5.4%

Doctorate

1.6%

Certificate

1.4%

Associate

0.6%

Diploma

0.1%
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