Equity analyst job description
Updated March 14, 2024
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Example equity analyst requirements on a job description
Equity analyst requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in equity analyst job postings.
Sample equity analyst requirements
- Strong understanding of financial modeling and analysis
- Ability to interpret financial statements and market data
- Bachelor's degree in finance, economics or related field
- Proficiency in Microsoft Excel and financial software
- Experience in equity research or related field
Sample required equity analyst soft skills
- Excellent communication and presentation skills
- Ability to work independently and in a team environment
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Strong work ethic and time management skills
Equity analyst job description example 1
Boston Consulting Group equity analyst job description
WHAT YOU'LL DOAs a Knowledge Analyst (KA) within BCG's Principal Investors & Private Equity(PIPE) Practice Area, you will work in a growing global team, providing expertise and insights across PIPE topics (e.g., Commercial Due Diligence, Fund Strategy, Portfolio Acceleration, etc.). You will worktogether with BCG case and proposal teamsto deliver customized knowledge assets and expert advisory.
In addition, you will support with guidance from senior colleagues, the PIPE practicein developing intellectual property & knowledge assets and managing content on internal BCG websites, ensuring availability of latest, high-quality content. You will also support business development and go-to-market efforts of the PIPEbusiness, as opportunities arise, contributing research and analysis to marketing efforts.
BCG's PIPEPractice Area works with the world's largest investment firms, serving six client asset classes: Private Equity, Hedge Funds, Infrastructure & Real Estate Funds, Family Offices, Sovereign Wealth Funds and Pension Plans.Likewise, PIPE topics cut across not only these asset classes, but also across industries (e.g., Health Care, Consumer, Technology, etc.) and sub-topics (e.g., Tech Capital, Private Credit, Environmental, Social and Governance, etc.).YOU'RE GOOD AT
Applying experience and expertise on PIPE content when contributing to building and deploying a product/tool/data, taking different client contexts into account
Working collaboratively and effectively in a group dynamic often virtual, proficient in agile ways of working
Communicating with senior stakeholders, being credible and proactive Framing, structuring, and sharing intellectual property, with the ability to write clearly and concisely Working creatively and analytically in a time-limited, problem-solving environment Flexibility and bring a curious and creative mindset, open for new things and able to propose innovative ideas Ability to navigate complexity and ambiguity Interacting with internal and external stake holders while working in a global collaborative team environment
YOU BRING (EXPERIENCE & QUALIFICATIONS)
1-2 years of relevant work experience required Bachelor's degree required; advanced degree preferred 1+ years of relevant experience in relevant sector/topic required Fluency in English
YOU'LL WORK WITHAs a Knowledge Analyst you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers.ADDITIONAL INFORMATIONThe Knowledge Team (KT) is a group of functional and/or industry experts leveraging deep domain knowledge to enable insight for case teams and clients. KT members are affiliated to BCG Practice Areas, plugged into the strategic agenda and building and deploying leading edge IP data tools/assets to deliver insight.
BCG's Knowledge Team members are staffed on cases and help co-create insights with case teams and clients through expert perspectives on industry trends, delivery of proprietary data or tools in a particular function and complex research and analysis of market information. KT members also support the PA's business development and proposals and help to organize and codify the knowledge that enables BCG to deliver superior business value for its clients.
Candidates should be aware that BCG currently maintains a policy requiring all US & Canada based employees to be fully vaccinated against COVID-19. Newly hired employees must be fully vaccinated prior to their employment start date. BCG is an equal opportunity employer and will provide a reasonable accommodation to those unable to be vaccinated for medical or religious reasons where it is not an undue hardship to the company to do so as provided under applicable federal, state, provincial and local law.
In addition, you will support with guidance from senior colleagues, the PIPE practicein developing intellectual property & knowledge assets and managing content on internal BCG websites, ensuring availability of latest, high-quality content. You will also support business development and go-to-market efforts of the PIPEbusiness, as opportunities arise, contributing research and analysis to marketing efforts.
BCG's PIPEPractice Area works with the world's largest investment firms, serving six client asset classes: Private Equity, Hedge Funds, Infrastructure & Real Estate Funds, Family Offices, Sovereign Wealth Funds and Pension Plans.Likewise, PIPE topics cut across not only these asset classes, but also across industries (e.g., Health Care, Consumer, Technology, etc.) and sub-topics (e.g., Tech Capital, Private Credit, Environmental, Social and Governance, etc.).YOU'RE GOOD AT
Applying experience and expertise on PIPE content when contributing to building and deploying a product/tool/data, taking different client contexts into account
Working collaboratively and effectively in a group dynamic often virtual, proficient in agile ways of working
Communicating with senior stakeholders, being credible and proactive Framing, structuring, and sharing intellectual property, with the ability to write clearly and concisely Working creatively and analytically in a time-limited, problem-solving environment Flexibility and bring a curious and creative mindset, open for new things and able to propose innovative ideas Ability to navigate complexity and ambiguity Interacting with internal and external stake holders while working in a global collaborative team environment
YOU BRING (EXPERIENCE & QUALIFICATIONS)
1-2 years of relevant work experience required Bachelor's degree required; advanced degree preferred 1+ years of relevant experience in relevant sector/topic required Fluency in English
YOU'LL WORK WITHAs a Knowledge Analyst you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of knowledge positions that allow us to pursue exciting, innovative knowledge careers.ADDITIONAL INFORMATIONThe Knowledge Team (KT) is a group of functional and/or industry experts leveraging deep domain knowledge to enable insight for case teams and clients. KT members are affiliated to BCG Practice Areas, plugged into the strategic agenda and building and deploying leading edge IP data tools/assets to deliver insight.
BCG's Knowledge Team members are staffed on cases and help co-create insights with case teams and clients through expert perspectives on industry trends, delivery of proprietary data or tools in a particular function and complex research and analysis of market information. KT members also support the PA's business development and proposals and help to organize and codify the knowledge that enables BCG to deliver superior business value for its clients.
Candidates should be aware that BCG currently maintains a policy requiring all US & Canada based employees to be fully vaccinated against COVID-19. Newly hired employees must be fully vaccinated prior to their employment start date. BCG is an equal opportunity employer and will provide a reasonable accommodation to those unable to be vaccinated for medical or religious reasons where it is not an undue hardship to the company to do so as provided under applicable federal, state, provincial and local law.
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Equity analyst job description example 2
Analysts equity analyst job description
LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors.
Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers.
If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.
LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.
Private Equity Analysts play several key roles in helping LP Analyst's clients achieve success:
Responsibilities and Duties
Overseeing and executing reporting and analytics for multiple institutional investor program clients Analyzing and structuring private asset fund data including performance, underlying investment and cash flow details Exposure to diverse strategies (private equity, venture, real estate, infrastructure, debt, etc.) Coordinating with private asset managers to collect relevant data Creating client-specific reporting and dashboard analytics Collaborating with clients to better understand unique requirements Performing 'ad-hoc' research on private asset strategies Participating on projects focused on fund manager due diligence, secondary fund and direct transaction valuation Participating on other 'ad-hoc' private asset consulting projects
Qualifications and Skills
Bachelor's degree in business, finance, accounting, economics, math or other related field (though other majors will be considered); minimum 3.0 GPA 0-3 years of prior work experience in a business-related field Strong Excel skills (advanced formulas and functions including VBA / macros a plus) Strong PowerPoint proficiency (experience working on client deliverables a plus) Exceptionally high attention to detail when managing and analyzing large data sets Ability to work as part of a growing team to constantly implement and improve process and technology High self-motivation with ability to learn quickly, meet deadlines and seek additional leadership roles Excellent written / verbal communication and interpersonal skills Positive attitude, energy and overall enthusiasm for learning about private assets and financial analytics
Why LP Analyst?
Professional development programs, such as a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes Early opportunities for advancement for top-performing analysts Company-sponsored 401k plan, healthcare and dental insurance plans Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice Easy-going company culture with frequent company-sponsored team events and happy hours and casual dress code Great office located in the arts district downtown with paid parking, free snacks and many other office perks
Our firm truly sits at the intersection of private asset analytics and consulting which means we take both a highly quantitative and qualitative approach to tackling big challenges and developing cutting-edge solutions for our clients. For our analyst team, this means not only getting into the details when working with large amounts of private asset data across a wide range of strategies but also an opportunity to synthesize this information, through the firm's proprietary reporting and analytics platform, for key decision makers at our clients' investment programs, including private asset class leads and chief investment officers.
If you are a high achiever with a passion for learning about the private asset analytics and consulting landscape while also being part of a strong, motivated and innovative team of forward-thinking professionals, LP Analyst might be the right place for you.
LP Analyst encourages and promotes diversity within its team. Women, minorities, people with disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply.
Private Equity Analysts play several key roles in helping LP Analyst's clients achieve success:
Responsibilities and Duties
Overseeing and executing reporting and analytics for multiple institutional investor program clients Analyzing and structuring private asset fund data including performance, underlying investment and cash flow details Exposure to diverse strategies (private equity, venture, real estate, infrastructure, debt, etc.) Coordinating with private asset managers to collect relevant data Creating client-specific reporting and dashboard analytics Collaborating with clients to better understand unique requirements Performing 'ad-hoc' research on private asset strategies Participating on projects focused on fund manager due diligence, secondary fund and direct transaction valuation Participating on other 'ad-hoc' private asset consulting projects
Qualifications and Skills
Bachelor's degree in business, finance, accounting, economics, math or other related field (though other majors will be considered); minimum 3.0 GPA 0-3 years of prior work experience in a business-related field Strong Excel skills (advanced formulas and functions including VBA / macros a plus) Strong PowerPoint proficiency (experience working on client deliverables a plus) Exceptionally high attention to detail when managing and analyzing large data sets Ability to work as part of a growing team to constantly implement and improve process and technology High self-motivation with ability to learn quickly, meet deadlines and seek additional leadership roles Excellent written / verbal communication and interpersonal skills Positive attitude, energy and overall enthusiasm for learning about private assets and financial analytics
Why LP Analyst?
Professional development programs, such as a comprehensive Private Asset Training Program for new hires and regular teach-ins on business and industry topics and themes Early opportunities for advancement for top-performing analysts Company-sponsored 401k plan, healthcare and dental insurance plans Paid time-off that increases with tenure at the firm, plus an annual volunteer day of your choice Easy-going company culture with frequent company-sponsored team events and happy hours and casual dress code Great office located in the arts district downtown with paid parking, free snacks and many other office perks
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Equity analyst job description example 3
Michael Page equity analyst job description
USD150,000-USD175,000
+ Screening and preliminary assessments for potential private market investment opportunities
+ Conducting in depth financial analysis and business due diligence for direct and co-investment opportunities
+ Collaboration with various HQ team members and support senior officers' portfolio management/research
+ Evaluate private equity investment opportunities with focus on venture funds and tech/bio companies in North America
+ Perform due diligence and execute direct investments and fund commitments
+ Conduct relevant market, industry and corporate research
+ Develop investment strategies and formulate investment plans
+ Manage and monitor investment portfolio
+ Coverage: Private equity and venture investments in North America (US/Canada)
_MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants._
+ At least 2 years of experience in private equity investment, portfolio management or advisory service
+ Demonstrated analytical capabilities to solve financial and strategic issues with financial modeling / technical skills
+ Market analysis, PE portfolio & risk management capabilities
+ Corporate interview, fundamental analysis, modeling, and valuation capabilities
+ Expertise in working with broad range of parties from financial sponsors to government agencies, ideally with previous transactions experience
+ Proficient writing skill for various memos for reporting to HQ and investment committee
+ Ability to work with flexibility, efficiency and enthusiasm both individually and as part of team
+ Team work with integrity is very much required. Clear and concise oral/written communication capabilities and desires to learn new things in fast phase are desirable characteristics of successful candidates.
+ Please be reminded that this position also requires frequent travels in North America
Top Sovereign Wealth Fund
+ Competitive Base Salary and Annual Bonus
+ Excellent benefits
+ 100% company paid insurance
+ Screening and preliminary assessments for potential private market investment opportunities
+ Conducting in depth financial analysis and business due diligence for direct and co-investment opportunities
+ Collaboration with various HQ team members and support senior officers' portfolio management/research
+ Evaluate private equity investment opportunities with focus on venture funds and tech/bio companies in North America
+ Perform due diligence and execute direct investments and fund commitments
+ Conduct relevant market, industry and corporate research
+ Develop investment strategies and formulate investment plans
+ Manage and monitor investment portfolio
+ Coverage: Private equity and venture investments in North America (US/Canada)
_MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants._
+ At least 2 years of experience in private equity investment, portfolio management or advisory service
+ Demonstrated analytical capabilities to solve financial and strategic issues with financial modeling / technical skills
+ Market analysis, PE portfolio & risk management capabilities
+ Corporate interview, fundamental analysis, modeling, and valuation capabilities
+ Expertise in working with broad range of parties from financial sponsors to government agencies, ideally with previous transactions experience
+ Proficient writing skill for various memos for reporting to HQ and investment committee
+ Ability to work with flexibility, efficiency and enthusiasm both individually and as part of team
+ Team work with integrity is very much required. Clear and concise oral/written communication capabilities and desires to learn new things in fast phase are desirable characteristics of successful candidates.
+ Please be reminded that this position also requires frequent travels in North America
Top Sovereign Wealth Fund
+ Competitive Base Salary and Annual Bonus
+ Excellent benefits
+ 100% company paid insurance
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Updated March 14, 2024
Updated March 14, 2024