Finance analyst assistant vs equity analyst

Differences between finance analyst assistant and equity analyst duties and responsibilities

Finance analyst assistant example responsibilities.

• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Used SQL to analyze data in multiple databases.
• Extract and collect data from Bloomberg and other economical software.
• Serve as a knowledge resource particularly for SAS, SQL, Informix and the data warehouse.
• Develop and edit visual presentations utilizing Microsoft PowerPoint.
• Research and analyze investment funds using Bloomberg analytics.
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Equity analyst example responsibilities.

• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Conduct fundamental analysis of securities own or being consider for inclusion in domestic equity mutual fund.
• Conduct analysis on prospective names in buy universe using DCF, comps, historical, and extensive fundamental scrutiny.
• Conduct fundamental and technical analysis on diversify pool of global equities across all sectors.
• Conduct bottoms up fundamental and technical analysis of equity securities to produce buy/sell/hold recommendations for various portfolios.
• Perform comprehensive analysis of equities, formulate and utilize fundamental and technical analysis for various equity trading strategies and execution.
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