Investment banking analyst vs equity research analyst

Differences between investment banking analyst and equity research 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 research analyst example responsibilities.

• Manage trade executions and broker relationships for all portfolio positions across several banks, prime brokerage accounts and electronic commodities exchanges.
• Perform bottom-up fundamental analysis covering U.S. and European equities focuse on value.
• Experience in client presentation of investment ideas and are responsible of generating detail PowerPoint slides.
• Propose investment recommendations (buy/sell equity securities) base upon a combination of fundamental qualitative and quantitative analysis.
• Support activities including industry analysis, company specific competitive analysis, risk assessment, management assessment and valuations like DCF analysis.
• Develop analytical tools for the traders to analyse volatility and correlation using VBA and SQL.
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