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Equity analyst resume examples from 2025

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Land interviews using Zippia's AI-powered resume builder.

Updated March 26, 2025
7 min read
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How to write an equity analyst resume

Craft a resume summary statement

A resume summary is your opening statement that highlights your strongest skills and top accomplishments. It is your chance to quickly let recruiters know who you are professionally - and why they should hire you for the equity analyst role.

Step 1: Start with your professional title, or the one you aspire to.

Step 2: Detail your years of experience in equity analyst-related roles and your industry experience.

Step 3: What are your biggest professional wins? Here is your opportunity to highlight your strongest accomplishments by placing them at the start of your resume.

Step 4: Don't forget, your goal is to summarize your experience. Keep it short and sweet, so it's easy for recruiters to quickly understand why you're a great hire.

These tips will help you demonstrate why you are the perfect fit for the equity analyst position.

Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.

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List the right project manager skills

Your Skills section is an easy way to let recruiters know you have the skills to do the job. Just as importantly, it can help your resume not get filtered out by hiring software. Here is how to make the most of your skills section and make sure you have the right keywords:

  1. Start with the job listing. Frequently, the keywords looked for by recruiters will be listed. Be careful to include all skills in the job listing you have experience with.
  2. Consider all the software and tools you use on a daily basis. When in doubt, list them!
  3. Make sure you use accurate and up to date terms for all the skills listed.
These five steps should give you a strong elevator pitch and land you some equity analyst interviews.

Here are example skills to include in your “Area of Expertise” on an equity analyst resume:

  • Financial Models
  • Equities
  • Discounted Cash Flow
  • Securities
  • Portfolio Companies
  • Real Estate
  • PowerPoint
  • Fundamental Analysis
  • DCF
  • Buy Side
  • Due Diligence
  • Investment Process
  • Investment Committee
  • Cash Flow
  • Hedge Funds
  • Valuation Models
  • Investment Recommendations
  • Fixed Income
  • Fundamental Research
  • AUM
  • Private Equity Funds
  • Healthcare
  • Investment Thesis
  • Investment Ideas
  • Market Research
  • Asset Allocation
  • Institutional Clients
  • Balance Sheet
  • Quantitative Analysis
  • Investment Decisions

Zippia’s AI can customize your resume for you.

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How to structure your work experience

A work experience section is a vital part of your resume because it shows you have the experience to succeed in your next job.

  1. Put your most recent experience first. Prospective employers care about your most recent accomplishments the most.
  2. Put the job title, company name, city, and state on the left. Align dates in month and year format on the right-hand side.
  3. Include only recent, relevant jobs. This means if you're a fairly experienced worker, you might need to leave off that first internship or other positions in favor of highlighting more pertinent positions.

How to write equity analyst experience bullet points

Remember, your resume is not a list of responsibilities or a job description. This is your chance to show why you're good at your job and what you accomplished.

Use the XYZ formula for your work experience bullet points. Here's how it works:

  • Use strong action verbs like Led, Built, or Optimized.
  • Follow up with numbers when possible to support your results. How much did performance improve? How much revenue did you drive?
  • Wrap it up by explaining the actions you took to achieve the result and how you made an impact.

This creates bullet points that read Achieved X, measured by Y, by doing Z.

Here are effective examples from equity analyst resumes:

Work history example #1

Credit Analyst Internship

Bank of America

  • Evaluated and communicated training updates, risks and impacts to senior leadership team and various stakeholders.
  • Succeeded in achieving goals in all metrics including, credit decisions per Hour and high Quality scores.
  • Improved understanding of affection of forward rates computation on portfolio pricing.
  • Completed analysis of loan files to determine compliance with Agency, SBA, FHA, and VA guidelines.
  • Developed and maintained multiple division-level reporting suites using SAS, SQL, Tableau, and VBA-driven Excel.

Work history example #2

Equity Analyst

Moody's

  • Developed Equity Modeling Tool in order to facilitate equity research for taking merger and acquisition decisions and for forecasting purposes.
  • Extended functionality of proprietary model validation software, modified C# codes, SQL files and XML schemas.
  • Performed data quality checks and manipulated large data sets to evaluate the performance of financial securities utilizing Microsoft Excel and SQL.
  • Developed rating action recommendations and participated in assigning and changing ratings in committee.
  • Asked to lead and develop a new methodology for closed-end-second and home equity line of credit securities.

Work history example #3

Summer Analyst

Nationwide Mutual Insurance ...

  • Monitored fixed income and equity performance through regular reporting and analysis.
  • Presented forecast results to CIO and other senior management.
  • Created customized interactive reports and dashboards using Tableau to identify customer usage pattern.
  • Reviewed and analyzed performance and Fixed Income attribution reports before releasing to Portfolio Managers.
  • Worked on special projects - FASB 155 Accounting Statement implications, disaster recovery business plan.

Work history example #4

Equity Research Analyst

CoStar Group

  • Provided customer service by communicating and monitoring instructions from Asset Manager/Portfolio Manager to processing departments.
  • Assisted brokerage teams with client proposals by providing up-to-date market information and creating PowerPoint presentations.
  • Utilized Argus Software and Excel DCF models to underwrite $450mm of industrial, office, and retail assets.
  • Helped in launching boutique private equity fund, analyzing financials & assisting core management with business plan integration.
  • Used image recognition in Python to automatically grade and record tests, exams and feedback surveys.

Zippia’s AI can customize your resume for you.

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Add an education section to your resume

Here is the best way to format your education section:

  • Display your highest degree first.
  • If you graduated over 5 years ago, put this section at the bottom of your resume. If you lack relevant work experience, the education section should go to the top.
  • If you have a bachelor's or master's degree, do not list your high school education.
  • If your graduation year is more than 15-20 years ago, it's better not to include dates in this section.

Here are some examples of good education entries from equity analyst resumes:

Bachelor's Degree in accounting

DeVry University, Oakbrook Terrace, IL

2011 - 2014

Master's Degree in finance

Pace University, New York, NY

2009 - 2010

Highlight your equity analyst certifications on your resume

If you have any additional certifications or education-like achievements, add them to the education section.

Include the full name of the certification, along with the name of the issuing organization and date of obtainment.

If you have any of these certifications, be sure to include them on your equity analyst resume:

  1. Chartered Financial Analyst (CFA)
  2. Bloomberg Market Concepts - Bloomberg Certification (BMC)
  3. Certified Financial Risk Manager (FRM)
  4. Chartered Alternative Investment Analyst Level I (CAIA)
  5. Chartered Market Technician - Level I (CMT)
  6. Certified Investment Management Analyst (CIMA)

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