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Equity research analyst vs summer analyst

The differences between equity research analysts and summer analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both an equity research analyst and a summer analyst. Additionally, an equity research analyst has an average salary of $119,540, which is higher than the $66,837 average annual salary of a summer analyst.

The top three skills for an equity research analyst include financial models, macro and securities. The most important skills for a summer analyst are strong analytical, financial statements, and capital markets.

Equity research analyst vs summer analyst overview

Equity Research AnalystSummer Analyst
Yearly salary$119,540$66,837
Hourly rate$57.47$32.13
Growth rate9%9%
Number of jobs85,97444,912
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 80%
Average age4040
Years of experience44

What does an equity research analyst do?

An equity research analyst is responsible for analyzing stock and securities markets, generating reports and performance projections, and advising clients on the best options for clients' financial portfolios. Equity research analysts should have excellent knowledge of the current stock market trends, especially the availability of the securities to identify investments that would sell in public. They evaluate the clients' needs out of their investment interests and risk appetite. An equity research analyst must be highly-communicative and analytical, especially on responding to clients' inquiries and concerns and informing investment managers on the stock and securities available.

What does a summer analyst do?

Summer analysts are people who undertake an internship within a banking institution. These professionals perform analyses of detailed financial and corporate information. They establish statistical exhibits analyzing comparative financial performance. It is their responsibility to create models illustrating projected financial results, which is of great value to the companies. The skills necessary for this job include knowledge of financial statements, equity, portfolio companies, and financial models. They should also develop due diligence, strong communication, asset allocation knowledge, and attention to detail.

Equity research analyst vs summer analyst salary

Equity research analysts and summer analysts have different pay scales, as shown below.

Equity Research AnalystSummer Analyst
Average salary$119,540$66,837
Salary rangeBetween $78,000 And $182,000Between $43,000 And $102,000
Highest paying CitySan Francisco, CA-
Highest paying stateNew Jersey-
Best paying companySimmons Energy-
Best paying industryHealth Care-

Differences between equity research analyst and summer analyst education

There are a few differences between an equity research analyst and a summer analyst in terms of educational background:

Equity Research AnalystSummer Analyst
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 80%
Most common majorFinanceFinance
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Equity research analyst vs summer analyst demographics

Here are the differences between equity research analysts' and summer analysts' demographics:

Equity Research AnalystSummer Analyst
Average age4040
Gender ratioMale, 76.8% Female, 23.2%Male, 72.5% Female, 27.5%
Race ratioBlack or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between equity research analyst and summer analyst duties and responsibilities

Equity research analyst example responsibilities.

  • Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
  • Perform bottom-up fundamental analysis covering U.S. and European equities focuse on value.
  • Experience in client presentation of investment ideas and are responsible of generating detail PowerPoint slides.
  • Propose investment recommendations (buy/sell equity securities) base upon a combination of fundamental qualitative and quantitative analysis.
  • Support activities including industry analysis, company specific competitive analysis, risk assessment, management assessment and valuations like DCF analysis.
  • Develop analytical tools for the traders to analyse volatility and correlation using VBA and SQL.
  • Show more

Summer analyst example responsibilities.

  • Manage and update early engagement processes daily through SharePoint.
  • Generate HTML reports for health care providers with visualization using ggplot2.
  • Used PowerPoint to create meeting materials about update research data of the industry trends.
  • Support interest rate derivative marketers.
  • Construct PowerPoint presentation and bring forth proposal directly to management.
  • Prepare and distribute morning briefs on overnight market activity and actively trade securities.
  • Show more

Equity research analyst vs summer analyst skills

Common equity research analyst skills
  • Financial Models, 14%
  • Macro, 7%
  • Securities, 4%
  • Equity Portfolio, 4%
  • Equities, 4%
  • Fundamental Analysis, 3%
Common summer analyst skills
  • Strong Analytical, 10%
  • Financial Statements, 6%
  • Capital Markets, 5%
  • Salesforce, 4%
  • Financial Analysis, 4%
  • Risk Management, 4%

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