Resume Skills and Keywords for Equity Research Analyst

Equity research analysts operate in the securities business for both buy-side and sell-side firms. They produce company and stock research reports, estimates, and recommendations. Typically, an equity analyst focuses on a limited group of businesses in a specific industry or nation in order to build the high-level expertise required to generate accurate estimates and recommendations. These analysts monitor market data and news reports and speak to contacts in the companies and industries they study to update their research daily.

Skills required for an Equity Research Analyst's role

  • Financial Analysis 
  • MS Excel and Word 
  • Equity research 
  • Financial Modelling 
  • Investment Funds 
  • Credit and Debit Analysis 
  • Corporate Valuation 
  • Investment Strategies
  • Private Equity
  • Financial Statements
  • Due Diligence

What recruiters look for in an Equity Research Analyst's resume: 

  • Proficiency in creating financial modelling charts.
  • Competent in providing investment recommendations.
  • Skilled in researching and analyzing securities data.

What can make your Equity Research Analyst's resume stand out:

A strong summary that demonstrates your skills, experience and background in trading and finance  

  • A determined and work-oriented equity research professional with proficiency in MS Excel modelling. Detailed knowledge of financial analysis and investment funds. Competent and able to work efficiently under pressure. Seeking a job to exercise my potential while making a significant contribution to the success of the company. 

Targeted job description 

  • Simplify dense and complex financial data, and compile financial statement analysis.
  • Monitor market systems and performance.

Related academic background 

  • MBA | Symbiosis College, Pune | 2018
  • B.Com |  RK College of Commerce, Nasik | 2016
  • Higher Secondary |  St John Academy, Nasik | 2013 

Sample Resume of Equity Research Analyst in Text Format

LAKSHITA KAKKAR 

Equity Research Analyst 

7899001121 |kakkar.lakshita123@gmail.com

linkedin.com/in/lakshita-kakkar | 67 Shivaji Street, Pune 

SUMMARY 

A determined and work-oriented equity research professional with prociency in MS Excel modelling. Detailed knowledge of nancial analysis and investment funds. Competent and able to work eciently under pressure. Seeking a job to exercise my potential while making a signicant contribution to the success of the company. 

EDUCATION 

  • MBA | Symbiosis College, Pune | 2018
  • B.Com |  RK College of Commerce, Nasik | 2016
  • Higher Secondary |  St John Academy, Nasik | 2013 

EXPERIENCE / INTERNSHIP 

Equity Research Analyst

PWC International, Pune | Aug 2018 - Present 

  • Assist in developing significant and error-free financial models based on logical assumptions. 
  • Provide timely, detailed and high-quality documentation of research analysis written in a manner useful for consulting clients and fund managers. 
  • Research market impact on mergers acquisitions and unique stations in order to calculate regulatory 
  • treatment. 
  • Process trades utilising proprietary trading systems. 
  • Assist in designing tools that maximised fund’s trading potential. 

Equity Research Intern

Deloitte, Mumbai | Jun 2017 – Sept 2017 

  • Contributed to more than 200 reports for investment teasers, sector earning notes and initiating coverage notes. 
  • Replied to queries from equity sales or institutional investors. 
  • Gathered data from sector lings, press releases and conference calls. 
  • Evaluated and analysed companies using various valuation tools. 

Business Research Intern

Datta Associates, Pune | Aug 2016 – Nov 2016 

  • Carried out market research and database building of prospective clients. 
  • Learned and utilised organised lead processes, maintaining data quality standards at the highest level. Utilised CRM database to track activities update data and competitive information. 
  • Conducted research to identify new accounts/markets for business expansion. 

PROFESSIONAL ENHANCEMENTS 

Courses 

  • Advanced course on financial analysis and financial modelling from IIM, Ahemdabad 
  • Course in Equity Research from IIM, Ahemdabad 

SKILLS ( TECHNOLOGY / FUNCTIONAL ) 

  • Financial Analysis 
  • MS Excel and Word 
  • Equity research 
  • Financial Modelling 
  • Investment Funds 
  • Credit and Debt Analysis 
  • Corporate Valuation 

EXTRAMURAL ENGAGEMENTS 

Volunteering 

  • Volunteered for an awareness programme on Women's Day. 
  • Volunteered for a tree plantation campaign on Earth Day.