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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

  • $91,545

    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 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
Director/Manager
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

Gender

Male

71.0%

Female

20.9%

Unknown

8.1%
Ethnicity

White

49.1%

Asian

24.7%

Hispanic or Latino

12.0%

Black or African American

9.5%

Unknown

4.6%
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Languages Spoken

Spanish

21.9%

Chinese

17.9%

Mandarin

15.9%

French

11.3%

Russian

6.0%

Japanese

6.0%

German

5.3%

Cantonese

3.3%

Hindi

2.6%

Korean

1.3%

Bengali

1.3%

Portuguese

1.3%

Hebrew

1.3%

Swedish

0.7%

Romanian

0.7%

Gujarati

0.7%

Sanskrit

0.7%

Norwegian

0.7%

Catalan

0.7%

Afrikaans

0.7%
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Equity Analyst Education

Schools

Cornell University

10.5%

New York University

9.3%

University of Chicago

8.1%

Columbia University

7.3%

University of Pennsylvania

6.1%

Fordham University

6.1%

Tulane University

5.3%

Johns Hopkins University

4.9%

Harvard University

4.0%

Pennsylvania State University

4.0%

University of California - Berkeley

4.0%

University of Southern California

4.0%

University of Michigan - Ann Arbor

3.6%

University of Notre Dame

3.6%

University of Connecticut

3.2%

University of Iowa

3.2%

Emory University

3.2%

University of Texas at Austin

3.2%

Duke University

3.2%

University of Rochester

2.8%
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Majors

Finance

48.0%

Business

18.8%

Economics

9.9%

Accounting

8.7%

Management

2.2%

Political Science

2.0%

Business Economics

1.6%

International Business

0.8%

Electrical Engineering

0.8%

Small Business Management

0.8%

Mathematics

0.8%

Marketing

0.8%

Legal Research And Advanced Professional Studies

0.7%

Law

0.7%

Computer Science

0.6%

Psychology

0.6%

Statistics

0.6%

Operations Research

0.5%

Applied Mathematics

0.5%

Global Studies

0.5%
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Degrees

Masters

50.8%

Bachelors

40.9%

Other

4.9%

Doctorate

2.1%

Certificate

1.1%

Associate

0.1%

Diploma

0.1%
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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
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
Chinese Equity Analyst Teng Yue Partners, L.P. New York, NY Oct 01, 2015 $150,000
Asia Equity Analyst Muddy Waters Capital LLC San Francisco, CA Nov 04, 2016 $150,000
Analyst, Private Equity The Blackstone Group New York, NY Sep 01, 2015 $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 Morningstar, Inc. (A Morningstar Company) Chicago, IL Jan 27, 2014 $120,000
Equity Analyst BMO Asset Management Corporation Chicago, IL Aug 25, 2016 $120,000 -
$160,000
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 Dec 01, 2014 $85,000 -
$95,000
Analyst, Strategic Equity Solutions Group Americas UBS Securities LLC New York, NY Jan 12, 2014 $85,000 -
$95,000
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 -
$105,000
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

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  1. Financial Models
  2. Equity
  3. Investment Strategies
You can check out examples of real life uses of top skills on resumes here:
  • Created financial models by forecasting business trends and supporting valuation by incorporating earnings power, cash flow analysis and asset-based metrics.
  • Produced daily equity and global macro trading strategies and commentary for firm-wide and external distribution.
  • Developed investment strategies for long/short, sector neutral, and commodities-equity driven portfolios.
  • Performed due diligence on prospective alternative investments for clients - Explored liquidity analysis and marketed investments upon request.
  • Perform equity research in Technology sector, creating weekly financial and valuation models to recommend buy/sell ratings and further diversify portfolio.

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