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Equity research analyst skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Stephen A. Matthews Ph.D.,
Jarrad Harford Ph.D.
Below we've compiled a list of the most critical equity research analyst skills. We ranked the top skills for equity research analysts based on the percentage of resumes they appeared on. For example, 14.4% of equity research analyst resumes contained financial models as a skill. Continue reading to find out what skills an equity research analyst needs to be successful in the workplace.

15 equity research analyst skills for your resume and career

1. Financial Models

Here's how equity research analysts use financial models:
  • Constructed and maintained financial models, wrote company and industry-related research notes for publication, and attended industry and company-related briefings.
  • Developed detailed financial models for arriving at the fair value of stocks using sensitivity and scenario analysis.

2. Macro

Here's how equity research analysts use macro:
  • Conducted macro & micro-economic analyses to identify market trends, industry conditions.
  • Programmed macros for active excel spreadsheet archiving industry data and conference history.

3. Securities

Here's how equity research analysts use securities:
  • Analyzed potential securities using fundamental analysis and valuation techniques such as Discounted Cash Flow and Relative valuation model.
  • Proposed investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis.

4. Equity Portfolio

Here's how equity research analysts use equity portfolio:
  • Monitored current positions in equity portfolios and communicated relevant issues impacting stock holdings to portfolio managers.
  • Research analyst of energy and utilities sector of student managed equity portfolio

5. Equities

Here's how equity research analysts use equities:
  • Perform bottom-up fundamental analysis covering U.S. and European equities focused on value.
  • Researched market trends and specific equities primarily in technology and solar industries.

6. 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 research analysts use fundamental analysis:
  • Research methodology was primarily fundamental analysis coupled with a top-down outlook on the economic, competitive, regulatory and legal environments.
  • Conducted management interviews, attended company and industry events and performed fundamental analysis on a coverage universe of 12 companies.

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7. 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 research analysts use due diligence:
  • Conducted idea generation, financial modeling and due diligence on both equity investments and their respective derivatives.
  • Conducted due diligence on industry participants to support investment banking operations

8. Technology Sector

Here's how equity research analysts use technology sector:
  • Focused on value-based equity research in order to find undervalued companies in the Materials and Information Technology sectors.
  • Conducted quantitative and qualitative financial analysis on various stocks in the technology sector.

9. Fundamental Research

Here's how equity research analysts use fundamental research:
  • Collected, maintained and analyzed financial and statistical data, developed quantitative models to support fundamental research.
  • Conduct fundamental research focusing on translating accounting information into decision useful information in the investment process.

10. Investment Recommendations

Here's how equity research analysts use investment recommendations:
  • Conducted fundamental macroeconomic research and developed overall investment recommendations.
  • Prepared and presented a detailed report on the variable-return insurance products industry, including several company-specific investment recommendations.

11. 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 research analysts use dcf:
  • Screened and pitched buying/selling opportunities using extensive DCF and relative value models modified for the unique characteristics of individual sectors.
  • Perform fundamental stock valuation using detailed equity valuation models and DCF analysis.

12. Industry Analysis

Here's how equity research analysts use industry analysis:
  • Execute extensive industry analysis, evaluating competitive positioning and growth prospects of constituents.
  • Research involves Industry Analysis, Valuation Models, Balance Sheet/Income Statement/Cash-Flow analysis yielding recommendations of Buy, Hold & Sell.

13. Investment Research

Here's how equity research analysts use investment research:
  • Created and delivered investment presentations to the Investment Review Committee in Global Investment Research.
  • Launched a new business providing investment research coverage of the commercial real estate industry.

14. Market Research

Market research is a collective effort to collect information related to a consumer's needs and wants. It is a systematic approach that involves recording and analysis of both qualitative and quantitative data. Market research helps a business to identify a target market correctly and identify the gaps in potential consumer's expectations.

Here's how equity research analysts use market research:
  • Conducted market research and provided performance projections and reports for the bank's Interactive Entertainment Industry sector clients.
  • Follow diverse information sources on public entities including news, market research and equity analysis platform (Bloomberg).

15. Buy Side

Here's how equity research analysts use buy side:
  • Scheduled, organized and facilitated meetings, non-deal road shows and participation in conferences between management teams and Buy Side clients.
  • Worked on 1 buy side live deal.
top-skills

What skills help Equity Research Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on equity research analyst resumes?

Stephen A. Matthews Ph.D.Stephen A. Matthews Ph.D. LinkedIn profile

Liberal Arts Professor of Sociology, Anthropology, Demography and Geography Director, Graduate Program in Demography Faculty Director, Graduate Programs in Applied Demography Editor, Spatial Demography Associate Editor, Mathematical Population Studies, Pennsylvania State University

Our program is too broad and complex to answer this in any meaningful way (see my opening paragraph). I hope our Ph.D. graduates have both soft skills (e.g., people skills, communication (writing/speaking), team science/work skills, critical thinking skills) as well as the technical skills (e.g., data analysis, data visualization, data ethics, IRB experience, etc.). As mentioned, I also hope they are flexible and adaptive vis-a-vis other perspectives (interdisciplinary outlook).

What equity research analyst skills would you recommend for someone trying to advance their career?

Jarrad Harford Ph.D.Jarrad Harford Ph.D. LinkedIn profile

Professor of Finance, University of Washington

They should try to enhance the practical skills to complement the foundational knowledge they learned in college. So, this could include spreadsheet modeling, programming in R, expertise with Bloomberg terminals, etc. There are plenty of online courses that can help with these types of practical skills.

What type of skills will young equity research analysts need?

Dr. Reid CummingsDr. Reid Cummings LinkedIn profile

Associate Professor of Finance & Real Estate, University of South Alabama

As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.

What soft skills should all equity research analysts possess?

Dr. Anne Paulet Ph.D.Dr. Anne Paulet Ph.D. LinkedIn profile

Professor, History Department, Humboldt State University

In terms of soft skills, those probably won't change much, they will simply be practiced differently. Being flexible is important since jobs may switch between home and office and since one may be dealing with someone else working from home and the challenges that can present-what cat owner hasn't had their cat walk in front of the camera or step on the wrong computer key? The ability to work in groups will continue to have importance as well as the ability to manage your own time and meet deadlines. At the same time, the nature of computer camera interaction means that people will have to learn to "read" others differently than they would in an in-person environment. Many recent articles have talked about how it is harder to read facial cues or detect emotional responses on the computer. Again, those presently taking synchronous classes have the opportunity to practice these skills--providing students turn on their cameras rather than relying only on audio. If the past year has demonstrated anything, it is that people need to be more culturally aware and sensitive and also be able to work with people of diverse backgrounds. History classes are a great way for students to better understand what others have gone through and how that might impact interaction today. Additionally, history classes-as well as college in general-should provide students with the skills to help create the kind of changes in institutions and companies that need to be made to make them more inclusive. Perhaps the greatest skill college students have is the ability to learn. I never intended to teach online, yet here I am doing just that. It required learning new ways to approach teaching, reconsideration of the ways students learned in the new environment, and figuring out new online programs to make all this happen. I was forced to do this as a result of the pandemic but most students will find that this sort of adjustment-whether foreseen or not-will be a regular part of their career path. The ability to learn these new skills, to apply new methods and to approach issues in new and innovative ways will help them stand out when it comes to looking for a job.

List of equity research analyst skills to add to your resume

Equity research analyst skills

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

  • Financial Models
  • Macro
  • Securities
  • Equity Portfolio
  • Equities
  • Fundamental Analysis
  • Due Diligence
  • Technology Sector
  • Fundamental Research
  • Investment Recommendations
  • DCF
  • Industry Analysis
  • Investment Research
  • Market Research
  • Buy Side
  • Research Coverage
  • Discounted Cash Flow
  • Financial Statement Analysis
  • Fixed Income
  • Valuation Models
  • Portfolio Management
  • Investment Thesis
  • Client Facing
  • Institutional Investors
  • Valuation Analysis
  • Institutional Clients
  • Investment Ideas
  • Cash Flow
  • Company Management
  • Conference Calls
  • Company Research
  • Derivative
  • Commodities
  • Healthcare
  • FactSet
  • R
  • Valuation Techniques
  • Equity Research
  • Real Estate
  • Hedge Funds
  • Financial Data
  • Investment Decisions
  • Investment Committee
  • Balance Sheet
  • Research Findings
  • Stock Recommendations
  • Technical Analysis
  • Mutual Funds
  • Income Statement

Updated January 8, 2025

Zippia Research Team
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.

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