Equity analyst vs finance analyst-operations finance

Differences between equity analyst and finance analyst-operations finance duties and responsibilities

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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Finance analyst-operations finance example responsibilities.

• Lead HFM and Essbase implementation efforts, including training of field and headquarters personnel.
• Work with capital project leads to ensure timely project closures, compliance with GAAP, and accurate recognition of depreciation expense.
• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Administer the completion of monthly and quarterly payroll schedules with variance explanations for senior management in HFM (Hyperion).
• Utilize data manipulation tools such as SQL to aid in root cause analysis and solution identification.
• Assist accounting with GAAP requirements and annual audit reporting (capital leases, unearn income, defer rent).
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