Equity Research Job Description
Equity research
provides accurate and reliable demographic and statistical financial market data to internal database / and to internal/external clientele.
Equity Research Duties & Responsibilities
To write an effective equity research job description, begin by listing detailed duties, responsibilities and expectations. We have included equity research job description templates that you can modify and use.
Sample responsibilities for this position include:
Compile data for monthly Equity Strategy Committee meeting, including equity performance, earnings reports, and valuation
Responds independently to the daily volume of widely varied and diverse broker inquiries on individual stocks and market sectors from any of the 3,000+ Financial Advisors (FAs)
Actively engaged with Russell’s Emerging Markets portfolio management team, communicating on conditions/risks/opportunities within the equity market opinions on investment managers
Write notes in response to daily news flow
Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment
Heavy client interaction with high-level executives
Type correspondence, memos and presentations, prepare presentation and meeting materials
Open and distribute executives’ mail, sort and prioritize
Build and update financial models on companies within the Beverages sector
Answer queries from and interact with internal and external clients across business units
Equity Research Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Equity Research
List any licenses or certifications required by the position: CFA, MBA, CPA, PMP, CMA
Education for Equity Research
Typically a job would require a certain level of education.
Employers hiring for the equity research job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Economics, MBA, Business, Engineering, Education, Graduate, Business/Administration, Mathematics
Skills for Equity Research
Desired skills for equity research include:
Accounting
Finance
Valuation
Market
Investment banking
Financial products
Excel
Industry sector
Advanced concepts
Practices
Desired experience for equity research includes:
Rules and regulations of the Securities Exchange Commission (SEC)
In-depth knowledge and insight in the Energy sector is essential
Experience in researching industrial, utilities and/or materials companies at either a sell-side or buy-side firms
Minimum of 2 to 4 years of capital markets experience, preferably in equity research
Working towards or completed the CFA designation
Successful candidates require a high level of curiosity, strong work ethic and motivation
Equity Research Examples
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Equity Research Job Description
Job Description Example
Our growing company is looking to fill the role of equity research. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for equity research
- Analyze financial statements, generate financial models, conduct valuation analysis and create detailed reports for specific companies
- Leverage on various research resources (like company profile, financial statements, business publications, ), to help conducting market research and formulating investment recommendations
- Conduct valuation analysis
- Provides accurate and reliable demographic and statistical financial market data to internal database / and to internal/external clientele
- Focus on enuring the integrity of the company's financial market information
- Fulfills the research/analytical/ market study needs required/ requested by the external clients in order to procure and retain future and current business
- This role will engage data analysis and summary to describe current and long term trends in the sector engage in financial modelling and financial statement analysis of specialty companies
- This role will engage data analysis and summary to describe current and long term trends in the sector engage in financial modeling and financial statement analysis of specialty companies
- In a self-reliant manner, explains industry trends with FAs to identify suitable investment opportunities and independently gathers financial and other data from various resources to respond to FA
- Processes daily requests from the media to forward reports or for TV appearances and monitors all technical details of the financial news network TV appearances from firm's camera during scheduled Analyst’s TV appearance
Qualifications for equity research
- Professional with a strong work ethic
- Ability to take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution
- Effective team player who fully participates, contributes to a positive work environment and is flexible in adjusting and changing work priorities
- Supportive of the team by continuously developing knowledge in own area
- Proficient in Microsoft Office Suite and Microsoft Outlook
- The candidate will have 2-4 years of experience in a Financial Services Capacity—including internships — Investment Banking/M&A/Equity Research preferred
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Equity Research Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of equity research. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for equity research
- After securing the various licenses, the associate would be responsible for building and updating comp sheets and managing the databases/data services
- Performs other related duties as assigned unsupervised with backup resources readily available
- Co-ordination of logistics and meetings surrounding Canadian Analyst Marketing and Non-Deal Roadshows
- Visit companies, attend conferences and other relevant events
- Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in industry groups targeted to follow, in order to generate new business activity
- Perform investment analysis that will be impactful to Russell’s Canadian Equity funds
- Develop an expertise in the Global Exchanges sector
- Create detailed reports for specific companies, which may include investment recommendations
- Create exhibits and presentations for senior management and clients, which may include summarizing conclusions from company and industry analysis
- Evaluate performance of department
Qualifications for equity research
- Business curriculum with strong accounting skills and an undergraduate degree
- Solid analytical skills, and proven track record for identifying small to mid cap organisations with strong growth prospects
- Strong interpersonal skills, with fluency in English and Mandarin
- Python and/or experience with a statistical computing environment such as Stata, R, SAS, or MATLAB
- At least 6-8 years of equity research experience, preferably with a global or international focus
- CFA is highly preferred
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Equity Research Job Description
Job Description Example
Our company is growing rapidly and is looking for an equity research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity research
- Develops, drafts, and edits research reports and notes related to covered companies, biotechnology sector and market trends for distribution to the internal sales force and institutional clients
- Analyse and maintain timely research on Healthcare equities
- Discuss our analyses / findings with salespeople, traders and clients
- Visit the companies management and operations around the world
- In carrying out your supervisory responsibilities, review for indications of non-compliance with Firm Polices, notify the appropriate risk and control areas of such indications, and work with the relevant risk and control areas to remediate issues on a timely basis
- The associate will also interact with company management teams and play a role in staying abreast of the strategic and operational dynamics of companies under coverage in addition to key industry oil service industry trends
- Provide research support to the Research Analysts
- Search, collect, consolidate and interpret company, industry, and macro-economic data
- Develop and maintain financial models and databases
- Play an integral role in the research process
Qualifications for equity research
- The candidate will have some experience in a financial services capacity – Investment Banking/M&A/Equity Research preferred
- Solid understanding of equity markets and stocks, globally
- Strong understanding of the investment management industry and familiarity with the Templeton investment approach
- High proficiency in Microsoft Office (particularly Excel)
- Ideally, you will have 5-6 years relevant equity research experience in A Share and H Share, preferably from the top tier foreign investment banks
- You will also have good command of financial modelling financial statement analysis with strong business insights
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Equity Research Job Description
Job Description Example
Our innovative and growing company is hiring for an equity research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity research
- Provide regular pipeline reports, customer feedback, and market research knowledge to management to enhance product development efforts and the customer experience
- Assist with various analytical projects
- Maintains calendar appointments, conference schedules and meetings for the research teams
- Assists with the planning, coordinating and arrangements for various client and management meetings, luncheons, Anticipates the needs for meeting rooms, menus, travel arrangements, presentation materials
- Direct involvemen in compay and industry research produced by the team
- Financal modeling to forecast company results and value equit securities, collecting and evaluating industry data, maintaining industry databases
- Advising clients and sales-people on ways to invest in the Building and Building Products sector
- High intellectual curiosity– Interested in digging into difficult questions and thinking outside the box and fully utilize all resources to come up with unique insights
- Strong attention to detail– The ability to work under pressure while delivering high quality product
- Desire to continuously improve– Self motivated to continuously improve individual skill sets, team efficiency, and improve work processes, systems and work flow
Qualifications for equity research
- Investment banking, Research or Financial Services background strongly preferred
- Willingess to put in the hours (often on short notice) – especially since western based companies often release after market close
- Superior business writing skills, presentation skills and interpersonal skills, required both for internal and external activities
- Service orientation and professional attitude at all times
- Ability to work long hours as required, especially during reporting season or as a result of surprise events
- Experience with Energy Lending would also be an asset
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Equity Research Job Description
Job Description Example
Our company is growing rapidly and is hiring for an equity research. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for equity research
- Update and maintain financial models
- Write a variety of research reports like initiation reports, sector reports, maintenance reports, reviews, previews
- Carry out sector analysis and come up with investment themes /ideas
- Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications
- Prepare and maintain detailed financial models (including valuations)
- Collate quality information from databases (such as Bloomberg, Datastream and Factiva) and other appropriate sources
- Have 8 years' sell-side equity research experience (preferred)
- Have strong quantitative backgrounds (may have credentials such as the CFA, ACA or CPA)
- Make investment recommendations and manage a sector focus list of 18 to 20 equities for advisor and client use
- Write insightful and timely company-specific and thematic daily commentaries and reports that showcase sector expertise, providing opinions and action-oriented ideas for advisors and clients
Qualifications for equity research
- Excel/VBA programming experience a plus
- Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives (CRM roles)
- Proven track record in revenue generation and entrepreneurial nature (CRM roles)
- Strong quantitative, financial modeling and Excel skills
- Understand or ability to learn about financial modeling and accounting principles
- Experience in Utilities/Clean Tech is preferred