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Equity research internship skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

David Brown

Below we've compiled a list of the most critical equity research internship skills. We ranked the top skills for equity research interns based on the percentage of resumes they appeared on. For example, 22.5% of equity research internship resumes contained financial models as a skill. Continue reading to find out what skills an equity research internship needs to be successful in the workplace.

15 equity research internship skills for your resume and career

1. Financial Models

Here's how equity research interns use financial models:

Utilized financial models and tools to determine income and cash flows associated with investment activity along with historical performance using Excel.
Supported the Managing Director in developing and performing stock screens, building financial models and conducting financial statement analysis.

2. Portfolio Holdings

Here's how equity research interns use portfolio holdings:

Created environment benefit vignettes to convey justifications of portfolio holdings for the client-relation team.
Tracked portfolio holdings, updating performance metrics and validating investment thesis remained intact.

3. 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 interns use dcf:

Performed stock fundamental analysis applying DCF valuation, multiples valuation and comparable valuation methods.
Searched data and help to accomplish DCF analysis and comparison of companies Communicated problems through email and submitted tasks on online

4. 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 interns use fundamental analysis:

Analyzed financial statements and created daily reports including fundamental analysis and the impacts of international events on equity markets.
Researched equity opportunities using fundamental analysis to aid in the investment decision making process.

5. Valuation Models

Here's how equity research interns use valuation models:

Analyzed financial statements and input data in various valuation models to provide quantitative analysis in stock opportunities.
Developed discounted cash flow valuation models in excel to determine intrinsic value and potential growth opportunity.

6. R

R is a free software environment and a language used by programmers for statistical computing. The R programming language is famously used for data analysis by data scientists.

Here's how equity research interns use r:

Conducted antibody screening via ELISA to test efficacy of a developing vaccine prototype and implemented database management platforms R and MATLAB
Performed environmental data analysis in Excel and R, with additional experience in EPA government database management and processing.

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7. Equities

Here's how equity research interns use equities:

Performed valuation of Indian equities; Presented stock and industry recommendation based on thorough research to senior management.
Worked within a dedicated team of 20 analysts for Tulane-sponsored fund - specializing in small cap equities.

8. Investment Thesis

Here's how equity research interns use investment thesis:

Analyzed maritime transportation company, proposed investment thesis and buy-sell recommendation.
Aided portfolio manager and senior associates in developing investment thesis.

9. 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 interns use due diligence:

Performed due diligence by contacting brokers and research providers for necessary legal documentation and verified documents fulfilled requirements for approval
Researched the aerospace and retail industry as part of due diligence to understand industry drivers and to aid company valuation.

10. 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 research interns use discounted cash flow:

Constructed discounted cash flow analysis on firms held in portfolios and watch lists, resulting in purchase and sale of securities.
Valued companies using precedent transaction, comparable company, discounted cash flow and residual income methodologies.

11. Fundamental Research

Here's how equity research interns use fundamental research:

Conducted fundamental research and analysis of potential equity investments, which led to portfolio positions in several cases.
Evaluated long/short investments by developing models, analyzing financial statements and fundamental research.

12. Healthcare

Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.

Here's how equity research interns use healthcare:

Completed analysis of Bush and Kerry healthcare plans to predict political viability and likelihood of implementation.
Monitored trends in healthcare, medical devices, biotechnology, and agriculture to initiate research on growth companies in those sectors.

13. Industry Analysis

Here's how equity research interns use industry analysis:

Developed a valuation model using economic forecasting, industry analysis and financial statement analysis.
Conduct fundamental company and industry analysis and monitor ongoing market trend.

14. Investment Recommendations

Here's how equity research interns use investment recommendations:

Harmonized reporting templates that were pivotal in the investment team's interpretation and analysis of investment recommendations.
Assisted In creating equity research and initiation reports, generating investment recommendations.

15. FactSet

Here's how equity research interns use factset:

Complete ownership to automate monthly oversight reports for all portfolios using Factset Publisher.
Originated investment ideas through various value-oriented stock screens on Factset.

5 Equity Research Internship resume examples

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What skills help Equity Research Interns find jobs?

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

What soft skills should all equity research internships possess?

David Brown

Professor of History, Elizabethtown College

It's critical to be able to work as a team. Empathy, understanding, a bit of diplomacy, and integrity - aside from the obvious need of technical competency - are highly valued. As always, motivation is terribly important and this can be conjoined with flexibility. If energy and attitude remain positive this will rub off on others and create an attractive dynamic that draws people in. Finally, the ability to make a decision and follow through with it is perhaps too little appreciated.

Do you want to know more?

List of equity research internship skills to add to your resume

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

Financial Models
Portfolio Holdings
DCF
Fundamental Analysis
Valuation Models
R
Equities
Investment Thesis
Due Diligence
Discounted Cash Flow
Fundamental Research
Healthcare
Industry Analysis
Investment Recommendations
FactSet
Press Releases
Company Management

Equity Research
Financial Statement Analysis
VBA
Market Research
Company Research
Buy Side
Financial Data
Valuation Analysis
Income Statement
Technical Analysis
Financial Markets
Bloomberg Terminal
Institutional Clients
Conference Calls
Market Trends
Balance Sheet
Institutional Investors

Financial Ratios
Investment Ideas
Investment Decisions
Investment Strategies
Sensitivity Analysis
Market Data
Quantitative Analysis
Financial Reports
Hong Kong
Investment Committee
PowerPoint
Historical Data
Relative Valuation
Morningstar
Financial Performance
IPO

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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