Investment banking analyst vs equity analyst

Differences between investment banking analyst and equity analyst duties and responsibilities

Investment banking analyst example responsibilities.

• Organize and maintain client leads in SalesForce.
• Used SQL language to manipulate, extract and manage financial and customer data.
• Manage financial operations such as account management, book keeping, wire transfers, and transaction, position reconciliations.
• Manage ongoing maintenance of prospective investor pipeline using SalesForce software.
• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform valuation analyses including DCF, public trading comparison, and precedent transaction comparisons.
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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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