Equities Research Resume Samples
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Equities Research Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the equities research job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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JP
J Pfeffer
Jermaine
Pfeffer
4724 Leora Points
Phoenix
AZ
+1 (555) 706 5070
4724 Leora Points
Phoenix
AZ
Phone
p
+1 (555) 706 5070
Experience
Experience
Houston, TX
Equities Research
Houston, TX
Kessler-Pouros
Houston, TX
Equities Research
- Build and maintain research database and financial models
- Assess a model's conceptual soundness and methodology
- Interact with research analysts on analysis, findings, and conclusion on thematic reports
- Evaluates corporate financial statement outputs to assess the worth of the company using multiple techniques such as discounted cash flow analysis, price-to-earnings ratio and price-to-cash flow ratios
- Participates in conference calls to review companies' quarterly earnings and quickly assimilates the information to assist the Analysts in their investment decisions
- Handles various projects such as supply chain analysis, proprietary surveys, managing stock valuation lists for possible buys/sells, and quantitative screening of companies which in turn provides information to Analysts that help make them more effective in their buy/sell decisions
- Participates in conference calls to review companies' interim results and quickly assimilates the information to assist the Analysts in their investment decisions
Los Angeles, CA
Cib-equities Research
Los Angeles, CA
Kemmer-Nikolaus
Los Angeles, CA
Cib-equities Research
- Conceptualise and design new modeling paradigms or model-based frameworks for particular markets and market opportunities
- Understands firm's approach and policies, so that you can assist to smooth out and speed up the publication process
- Perform news research and closely monitor the change in regulations of the specific sector your team covers
- Call trends before competitors, be a sounding board for top clients or traders
- Updating models with an intense resolve so as to avoid missing any market or timing opportunities
- Prepare presentation materials and participating in deal pitches
- Complete models with an intense resolve so as to avoid missing any market or timing opportunities
present
New York, NY
Equities, Research Sales
New York, NY
Langworth Group
present
New York, NY
Equities, Research Sales
present
- Assist in finalizing roadshow schedules
- Work with regional coordinators in the process of executing corporate access events
- Maintain thorough knowledge of current trends of respective sectors
- Prepare marketing material, including pitch books
- Gather information and intelligence on investors, including investor profiles
- Produce daily content on the factors driving stocks in the Energy sector for the CS trading desk, the sales force, and customers
- Monitor up-to-date information, business/trade publications, financial filings and other sources to gather/synthesize/interpret data on companies for the benefit of clients
Education
Education
Bachelor’s Degree
Bachelor’s Degree
Colorado State University
Bachelor’s Degree
Skills
Skills
- Submit a covering letter and concise resume as one document
- Hold appropriate tertiary qualifications in either a science, medical, business, finance, accounting or economic stream; post graduate qualifications will be very highly regarded
- Have an understanding of the Australian healthcare sector
- Ideally hold Residency, however consideration will be given to the provision of an appropriate visa where an applicant is not a resident of Australia
- Demonstrate excellent research, analytical and sales skills as well as the drive and ambition that may lead in time to market recognition as a rated analyst
- Display outstanding client relationship capabilities and able to forge strong business partnerships at all levels
- Enjoy a dynamic and challenging work environment
- A sound knowledge of accounting, including analyzing and interpreting annual reports and financial statements
- Solid know-how of Microsoft excel
- Good communication skills, both written and orally and the ability to explain technical topics clearly and intuitively
5 Equities Research resume templates
Read our complete resume writing guides
1
Cib-equities Research Resume Examples & Samples
- Be recognized as the expert in your field and a market leader for information such that you are able to change the course of the Street's thinking
- Oversee and drive the modeling work of junior people (including directing the team on how to allocate their "modeling time")
- Ability to discuss in detail your knowledge of the current market (including trends) for Property, Tourism, Travel and Hospitals in Thailand
- Ability to discuss in detail your Understanding of the implications of news on the market and for different classes of investors
- Ability to discuss in detail your understanding of how to build a strong talent pipeline; identifies and works to retain strong performers
2
Equities, Research, Mid Cap Banks Resume Examples & Samples
- Prepare and format reports; organize data
- LI-CSJOB* Requirements
- Bachelor’s degree with strong academic background required
- One to three years equity research, investment banking or industry experience (technology, software, start-up) a plus
- Solid understanding of business modeling and accounting principles
- Demonstrated ability to work in a time sensitive environment
- Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
- LI-CSJOB* *LI-CSJOB**LI-CSJOB*
3
Eqt-equities, Research Resume Examples & Samples
- LI-CSJOB*
- Series 7, 63, 86, and 87 required - successful completion will be required shortly after employment begins
- Bachelor’s degree with strong academic background required (preferably finance, accounting, mathematics, engineering or a quantitative background)
- 1-2 years equity research or related business experience
4
Equities, Research Sales Resume Examples & Samples
- Analyze industry macro trends and company specific catalysts to help drive sales efforts
- Produce daily content on the factors driving stocks in the Energy sector for the CS trading desk, the sales force, and customers
- Monitor up-to-date information, business/trade publications, financial filings and other sources to gather/synthesize/interpret data on companies for the benefit of clients
- Knowledge of the Energy sector, and relevant metrics, or customer relationships on the buyside
- Working knowledge of Bloomberg and ability to understand basic financial statements
- Strong communications and sales skills
- Demonstrated leadership abilities
- Series 7 & 63 required - successful completion will be required shortly after employment begins
- 5 -10 years relevant experience
5
Equities Research Analyst Resume Examples & Samples
- Holder of a good University degree
- Around 2-4 years related experiences, although others may be considered
- Proven experience and skills in place for detailed financial modeling using excel and based on interpretation of company financial accounts
- Strong analytical skills with a high aptitude for numbers
- Some experience of investment and stock research, analysis and recommendations
- Fluent in English with good communication skills and ability to deal with colleagues at all levels
6
Equities, Research Sales Resume Examples & Samples
- Maintain thorough knowledge of current trends of respective sectors
- Prepare marketing material, including pitch books
- Interact with sales force to solicit feedback from roadshows; gauge investor interest in stocks/sectors
- Assist in finalizing roadshow schedules
- Gather information and intelligence on investors, including investor profiles
- Work with regional coordinators in the process of executing corporate access events
- Accompany management teams on marketing trips where appropriate
7
Equities, Research Sales Resume Examples & Samples
- Strong willingness to learn multi-products including U.S. research product
- Excellent interpersonal skills for client and team interaction
- Refined communication skills and the ability to work with professionals, internally and externally, across titles
- Strong negotiation and Client Interaction skills
- Time management skills, ability to prioritize and work on multiple projects / mandates
- Must be a driven, results-oriented team player
8
Equities Research, Asia Emerging Markets Resume Examples & Samples
- Engage in company and industry analysis to understand current and long term trends, specifically in regards to the Asian Emerging Markets
- Provide investment recommendations based on company and industry outlook and valuation modeling
- Gather, synthesize, interpret data on companies
9
Digital Marketing Manager Equities Research Resume Examples & Samples
- Work closely with the business to drive uptake across various mediums
- Configure the technology platforms to deliver and optimise campaigns and initiatives
- Implement best of breed practices and dry uptake and useability of the technology platforms
- Copy editing of specialist content and financial copy
- Understanding of marketing KPI's and Analytics Tracking to ensure results are being generated
- A passion for marketing, campaign management and analytics is essential
- Strong love of writing and leading others to write clean communications online
- Embody the art-meets-science ideal
10
Equities Research, Australia Rei Ts Resume Examples & Samples
- Client ownership and associated marketing
- Design and manage financial models to generate financial forecasts
- Provide investment recommendations based on company and industry outlook and valuation modelling
- Engage in company and industry analysis to understand current and long term trends
- Generate detailed reports for specific companies and industry trends in the coverage sub-sectors
11
Buy-side Equities Research Analyst Resume Examples & Samples
- Healthcare Equities as part of the Global Healthcare Sector Team
- 2-5 years of experience in capital markets
- Prior research experience covering US healthcare companies required
- Strong sense of individual responsibility and accountability
- Highly collaborative team-oriented individual
12
Equities Research Positions Analyst Resume Examples & Samples
- 2 out of 4.0 GPA equivalent or above
- Adaptability and ability to work well under pressure in a demanding environment
- Able to work independently to produce accurate, detailed materials while meeting tight deadlines
- Graduating in June/July 2017
13
Equities Research Analyst Resume Examples & Samples
- Maintain an in-depth knowledge of key companies and their sectors
- Prepare research analysis reports and advise on investment ideas as well as write thematic sector pieces
- Develop and maintain regular communication with company management teams, clients and our internal sales teams
- Engage in financial modelling, forecasting and financial statement analysis
- Participate in marketing activities including corporate non-deal roadshows, luncheons and other related events
14
Equities Research Positions Resume Examples & Samples
- 4 out of 4.0 GPA equivalent or above
- Strong accounting, finance, quantitative and business writing skills
- English fluency is essential
- Native level of Japanese fluency is essential
- Graduating in between 2017 August and 2018 April
15
Equities Research Supervisory Analyst Resume Examples & Samples
- Review, edit and approve equity research reports and other Research communications with the public to ensure compliance with SEC and FINRA rules and firm policy. Work with analyst teams to maintain and improve the quality of research products, including, but not limited to, ensuring fair and balanced presentations, clarity, accuracy, a reasonable basis for analyst’s conclusions, and conformity to departmental writing and style standards
- Responsible for various other compliance review functions (e.g., information barrier reviews, public appearances, email reviews to, among other things, safeguard unpublished research updates, screen against pressures from outside of the Research Department and analyst trading)
- Liaise with compliance department and other internal and external parties as required, including providing internal editorial education and training support
- Perform other projects on an as-needed basis
- Bachelor’s degree required. MBA or CFA preferred
- Preferred 3+ years’ experience as a supervisory analyst, or comparable industry experience
- Candidates must be Series 16 and Series 24 licensed. Combination of Series 24 and 87 may be considered
- Schedule flexibility to support team coverage needs, editorial schedule changes, and publication influxes due to earnings seasons throughout the year. General hours are 3-10 p.m. CDT Sundays and 11 a.m.-8 p.m. Monday-Thursday CDT
- Should have a strong understanding of the equity markets, equity research, and financial analysis
- The ideal candidate will have excellent attention to detail, editorial and communication skills, and will have the ability to prioritize tasks in a fast-paced and dynamic environment, while focusing on publishing compliant research in a timely fashion and under tight deadlines
- Experience using Blue-Matrix publication, recordkeeping and disclosure system preferred
- Proven ability to effectively work with a wide variety of constituents
- Team player, but the ability to think and work independently is critical
16
Cib-equities Research Resume Examples & Samples
- Updating models with an intense resolve so as to avoid missing any market or timing opportunities
- Perform news research and closely monitor the change in regulations of the specific sector your team covers
- Understands firm's approach and policies, so that you can assist to smooth out and speed up the publication process
- Experience working in auditing is strongly preferred
- Attention to details and data accuracy
- Ability to summarize conclusions of various analysis into written format
17
Equities Research Resume Examples & Samples
- Build and maintain research database and financial models
- Assess a model's conceptual soundness and methodology
- Check appropriateness of assumptions, parameters, model calibrations, qualitative or expert adjustments
18
Equities Research Resume Examples & Samples
- Models corporate financial statements into the future (minimum of 5 years) to assess potential company earnings and cash flow
- Evaluates corporate financial statement outputs to assess the worth of the company using multiple techniques such as discounted cash flow analysis, price-to-earnings ratio and price-to-cash flow ratios
- Participates in conference calls to review companies' quarterly earnings and quickly assimilates the information to assist the Analysts in their investment decisions
- Handles various projects such as supply chain analysis, proprietary surveys, managing stock valuation lists for possible buys/sells, and quantitative screening of companies which in turn provides information to Analysts that help make them more effective in their buy/sell decisions
- Academic excellence
- Strong and demonstrable financial analysis including accounting & financial modelling skills
- Minimum of 2 – 3 years relevant experience (buy-side, sell-side, consulting)
- Strong interest and knowledge of financial markets, especially stocks
- Candidate should be a self-starter, with strong communication and interpersonal skills
19
Equities Research VP Resume Examples & Samples
- Solid academic background with excellent relevant industry experience and solid analytical and financial skills
- Ability to understand technological developments, keep track of new tech trends and explain them in simple terms, as well as be able to draw implications for companies in the industry
- Experience in covering the Tech sector in Taiwan and an established client track record is a definite plus for this role
- Flexibility in covering various aspects of the Technology sector, given the heavy emphasis of the role in discovering new technology trends and stocks
- Experienced with MS office, Excel, PowerPoint, and Word
- Quantitatively inclined and detail-oriented; highly motivated and ability to work independently
20
Equities Research Resume Examples & Samples
- Participates in conference calls to review companies' interim results and quickly assimilates the information to assist the Analysts in their investment decisions
- Attends company investor days, investment conferences, and field trips, and reports key findings
- Handles various projects such as supply chain analysis, proprietary surveys, managing stock valuation lists for possible buys/sells, and quantitative screening of companies which in turn provides information to Analysts that help make them more effective buy/sell decisions
- Strong and demonstrable financial analysis experience including accounting & financial modelling skills
- Minimum of 2 years relevant experience (buy-side, sell-side, M&A banking, private equity)
- Strong interest and knowledge of financial markets, especially public equities
- Candidate should be highly motivated, with strong communication and interpersonal skills
21
CIB Equities Research Analyst, Resources Resume Examples & Samples
- Direct stock coverage within the Resources sector
- Responsible for initiations on new stock coverage
- Reviewing supply / demand dynamics for key commodities
- Valuation, modelling and financial analysis of stocks and mining projects
- Be recognized as the expert in your field and a market leader for information
- Be accessible and proactive with clients and their needs
