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Equity research analyst skills for your resume and career
15 equity research analyst skills for your resume and career
1. 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
- 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
- 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
- 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
- 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.
- 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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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.
- 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
- 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
- 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
- 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.
- 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
- 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
- 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.
- 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
- 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.
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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
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Associate Professor of Finance & Real Estate, University of South Alabama
What soft skills should all equity research analysts possess?
Professor, History Department, Humboldt State University
List of equity research analyst skills to add to your resume
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