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Equity analyst skills for your resume and career

Updated January 8, 2025

3 min read

Quoted expert

Shalini Gopalkrishnan

Below we've compiled a list of the most critical equity analyst skills. We ranked the top skills for equity analysts based on the percentage of resumes they appeared on. For example, 7.3% of equity analyst resumes contained financial models as a skill. Continue reading to find out what skills an equity analyst needs to be successful in the workplace.

15 equity analyst skills for your resume and career

1. Financial Models

Here's how equity analysts use financial models:

Created financial models by forecasting business trends and supporting valuation by incorporating earnings power, cash flow analysis and asset-based metrics.
Developed recommendations by completing stock notes including financial models, stock price forecasts, and investment thesis on current/potential holdings.

2. Equities

Here's how equity analysts use equities:

Conducted fundamental and segment analysis for North American equities across the technology and retail sector.
Conduct fundamental and technical analysis on diversified pool of global equities across all sectors.

3. Discounted Cash Flow

Discounted cash flow (DCF) is a form of analysis often used in real estate management and development, investment firms, and valuation of a company's finances or patents. This method attempts to predict the amount of funds one would receive after investing a certain amount of money into a project.

Here's how equity analysts use discounted cash flow:

Performed discounted cash flow analysis, fundamental multiple analysis, evaluation of performance relative to comparable firms, and profit assessment.
Conducted equity analysis including financial statement analysis, Discounted Cash Flow Modeling, Sensitive Analysis and Cash Flow projection.

4. Securities

Here's how equity analysts use securities:

Conducted bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
Conducted fundamental analysis of securities owned or being considered for inclusion in domestic equity mutual fund.

5. Portfolio Companies

Here's how equity analysts use portfolio companies:

Assisted portfolio managers in the oversight of portfolio companies and supported executive teams and country managers in business plan execution.
Assisted in the management of portfolio companies, including implementation of financial and operational improvements.

6. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how equity analysts use real estate:

Gathered and evaluated economic, demographic, and real estate market data for potential acquisitions.
Participated in investment seminars and identified lucrative stock in real estate.

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7. PowerPoint

Here's how equity analysts use powerpoint:

Experienced in client presentation of investment ideas and was responsible of generating detailed PowerPoint slides.
Created and presented PowerPoint presentations to both regional and national judg

8. Fundamental Analysis

Fundamental analysis is a vital part of business, finance, and economics. It entails the measuring and analysis of factors concerned with business, finance, concerning the economy. Companies, and businesses that deal with a financial transaction, which is all, require certain skills for this field.

Here's how equity analysts use fundamental analysis:

Identified potential investment ideas using a combination of screenings and fundamental analysis, including peer group and industry analysis.
Performed detailed fundamental analysis on individual companies, funds and portfolios in order to provide long-range financial estimates.

9. DCF

DCF (discounted cash flow) refers to a valuation technique used to determine an investment's present value based on its projected future cash flows. The foundation of DCF analysis is the concept that a dollar received today is more valuable than a dollar you'll receive in the future because the former can be invested.

Here's how equity analysts use dcf:

Prepared company valuation reports using Comparable Companies, Precedent Transactions & DCF Analysis methodologies.
Conduct weekly stock pitches by top-down approach using DCF model to outperform the MSCI All Country ex US Index.

10. Buy Side

Here's how equity analysts use buy side:

Worked on 1 buy side live deal.
Scheduled, organized and facilitated meetings, non-deal road shows and participation in conferences between management teams and Buy Side clients.

11. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how equity analysts use due diligence:

Performed due diligence on prospective alternative investments for clients - Explored liquidity analysis and marketed investments upon request.
Developed company comparisons, conducted financial analysis and modeling, and compiled due diligence information for private equity investments

12. Investment Process

Here's how equity analysts use investment process:

Led the investment process for the Retail Sector in the event driven US long/short equity portfolio.
Implemented investment process for the Large Cap and the Opportunistic Value strategies.

13. Investment Committee

Here's how equity analysts use investment committee:

Presented research reports to Investment Committee with company information and investment thesis.
Analyzed private equity investments and prepared investment committee memorandum for senior management.

14. Cash Flow

Here's how equity analysts use cash flow:

Reconciled monthly and quarterly cash flows on financial statements provided by general partners.
Projected company financing requirements using estimated capital expenditures and cash flow.

15. Hedge Funds

A hedge fund is an investment partnership that has extensive liberty to invest aggressively and in a vast variety of financial products than most mutual funds. They are financial partnerships in which pooled funds are used and different strategies are employed to earn active returns for their investors.

Here's how equity analysts use hedge funds:

Lead refining analyst on the Energy Hedge fund with long/short recommendations adding significant value to the fund's overall performance.
Present research and market perspectives to the sales organization, external portfolio managers, and mutual fund/hedge fund analysts.

5 Equity Analyst resume examples

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What skills help Equity Analysts find jobs?

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Shalini Gopalkrishnan

Visiting Professor, Menlo College

If you are taking a gap year, please decide the purpose. Be very clear about it. Is it for being on campus? Is it to get into a better college next year? Decide what are you going to do that year. Most students want to travel, but it is not possible now. Maybe work on a wild idea you have had and didn't have time for; start a business. If not, take courses. Go to Coursera, Udacity, Edx, or any others, and get an employment-oriented certificate now. Areas such as project management, data science, human resources, and supply chain management are needed now.

Do you want to know more?

List of equity analyst skills to add to your resume

The most important skills for an equity analyst resume and required skills for an equity analyst to have include:

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
Portfolio Management
Valuation Analysis

Income Statement
Equity Analysis
Institutional Investors
Investment Strategies
Financial Statement Analysis
FactSet
Equity Portfolio
Company Management
Market Trends
Financial Data
Sensitivity Analysis
LBO
VBA
Emerging Markets
Multi-Asset
Industry Analysis

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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