How to hire a stock analyst

How to hire a stock analyst, step by step

Here's a step-by-step stock analyst hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a stock analyst job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new stock analyst
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   The stock analyst hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a stock analyst to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a stock analyst that fits the bill.

   This list presents stock analyst salaries for various positions.

   Type of Stock Analyst	Description	Hourly rate
   Stock Analyst	Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.	$24-61
   Investment Banking Internship	An investment banking intern is responsible for assisting investment bankers in delivering high-quality financial services to clients while learning various investment strategies and other related banking disciplines. Investment banking interns observe the investment processes, shadow bankers on their daily operations, and contribute to identifying business opportunities based on their class knowledge to practical applications... Show more	$12-34
   Finance Analyst-Operations Finance	Financial analysts are professionals who are in charge of the financial operations of businesses. The analysts analyze results, monitor variances, determine trends, and suggest management-related actions to improve corporate finances... Show more	$20-51

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Statements
   • Investment Portfolios
   • Stock Options
   • Stock Market
   • DCF
   • Fundamental Analysis
   • Performance Analysis
   • Financial Reports
   • Bloomberg
   • Technical Analysis
   • Market Trends
   • Investment Decisions
   • Balance Sheet
   • Ad-Hoc Reports

   Check all skills

   Responsibilities:

   • Manage and update early engagement processes daily through SharePoint.
   • Analyze charts, volatility, and indicators relate to stocks, options and futures strategies.
   • Counsele senior management of NASDAQ list companies regarding material news disclosure and unusual trading activity.
   • Review data files for errors comparing current information provide by clients to historical data contain in database and fix them utilizing SAS
   • Prepare quantitative analyses for senior management concerning portfolio strategies, tactical actions, and specific programs, including use of derivatives.

3. Make a budget

   Including a salary range in your stock analyst job description is one of the best ways to attract top talent. A stock analyst can vary based on:

   • Location. For example, stock analysts' average salary in hawaii is 42% less than in new jersey.
   • Seniority. Entry-level stock analysts 60% less than senior-level stock analysts.
   • Certifications. A stock analyst with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a stock analyst's salary.

   Average stock analyst salary

   $81,018yearly

   $38.95 hourly rate

   ---

   Entry-level stock analyst salary

   $51,000 yearly salary

   Updated December 26, 2025

4. Writing a stock analyst job description

   A job description for a stock analyst role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a stock analyst job description:

   Stock analyst job description example

   Intuit is seeking a motivated professional to join our Stock Administration Team as the Stock Analyst. The Stock Analyst will play a substantial roll in the day to day operations of Intuit's diverse equity programs. The ideal candidate will be a strong team player, detail oriented, a self-starter, and a strong communicator.
   What you'll bring
   
   Qualifications
   
   + 2-3 years stock administration experience
   
   + CEP designation or working towards certification
   
   + Experience with E*Trade's Equity Edge Online (EEO) platform
   
   + ESPP experience preferred
   
   + Familiarity with SOX controls and compliance
   
   + Global experience preferred
   
   + Advanced MS Excel skills
   
   + Strong analytical skills, accuracy and attention to detail required
   
   + Strong organization skills and work ethic, with excellent written and verbal communication skills
   
   Abilities
   
   + Reliable, self-motivated, flexible, deadline and detail oriented, and can complete multiple tasks timely and independently, with minimal supervision
   
   + A compliance and process-minded individual who is flexible and can excel in a fast-paced and rapidly evolving work environment
   
   + An effective communicator with internal and external business partners
   
   + A team player with a strong work ethic and ability to complete projects timely and accurately
   
   + Able to maintain strict confidentiality in a very open and transparent environment
   
   How you will lead
   
   Job responsibilities include, but are not limited to:
   
   + Maintain database integrity in Equity Edge Online (EEO).
   
   + Ensure employee data accuracy in third party systems.
   
   + Process daily stock option exercises, ensuring timely and accurate tax withholding and reporting to payroll.
   
   + Process quarterly ESPP purchases and related payroll reporting.
   
   + Assist with the preparation and processing of new equity awards, vesting, and release of restricted stock units.
   
   + Maintain company-wide trading blackout periods and pre-clearance.
   
   + Coordinate and communicate with payroll teams to ensure timely reporting and remittance of taxes.
   
   + Coordinate and communicate with corporate accounting and tax departments to ensure timely and accurate monthly, quarterly and yearly reporting.
   
   + Work with internal and external auditors to ensure and demonstrate internal controls are in place and executed.
   
   + Manage and ensure timely response to all stock administration questions for all employee queries.
   
   + Ad hoc reporting and projects.
   
   EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

   Copy this example

   

5. Post your job

   To find the right stock analyst for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with stock analysts they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit stock analysts who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your stock analyst job on Zippia to find and recruit stock analyst candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   Recruiting stock analysts requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new stock analyst

   Once you've found the stock analyst candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new stock analyst. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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