Member of Global Materials & Energy Sector Portfolio teams, with seven companies selected for portfolios: five in Global Materials group and two in Global Energy group. Assisted several portfolio managers in the management of approximately $8B in equity securities. Created detailed financial models, company earnings forecasts and valuation analyses. Let's find out what skills an equity research analyst actually needs in … Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings. Finance Resume Skills, Finance Resumes for Every Professional Level, Ability to lead taking charge and achieving objectives without hesitation while remaining flexible and calm leaving room for adjustment and negotiation, Adept at identifying issues and drawing necessary solutions, Delivers exceptional support acting as catalyst for new business opportunities and partnerships, Team player capable of driving business initiatives that positively impact bottom line and streamline operations, Identified and investigated investment prospects evaluating risk parameters, Researched market impact on mergers acquisitions and unique situations in order to calculate regulatory treatment, Monitored positions for potential developments adjusting position sizes where necessary, Processed trades utilizing proprietary trading systems, Designed spreadsheet tools that maximized fund’s trading potential, Generated internal analyses to gauge valuation of IPO investments, Designed and implemented database of historical and current acquisitions reducing response to inquiry time by almost 27 percent, Managed junior analysts delegating and organizing workflow and providing training, Monitored corporate governance and event strictures, Developed accretion analysis to ascertain benefit of acquisitions and potential for higher bids. Research efforts increased gross revenues of 2nd largest client by 150% in calendar year 2006. Formulated and presented investment themes and stock specific buy, sell or, hold recommendations to institutional investor clients and internal sales force. The firm's annual revenue exceeds $15 million providing research to over 150 money managers. Writing a great Equity Research Analyst cover letter plays an … Apply to Analyst, Investment Analyst, Junior Analyst and more! Dedicated to helping job seekers find work during the pandemic. Performed comprehensive research and wrote Initial Coverage reports and updates. Variant Research focuses its research efforts in the Healthcare and Consumer sectors with 11 analysts. As a financial analyst, there are a number of technical skills that a job may require. Built DCF models to project the future cash flows for estimating the intrinsic value of companies. Buy recommendation initiated with stock at $13 and was acquired at at $80 per share in April 2014. Summary: Technically competent and investment savvy equity valuation professional with five years of experience spanning consult... Summary: Highly motivated financial analyst who thrives in high-pressure environments. Highly skilled in customer service and driving growth of revenue. Avalon's mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. © 2021 Job Hero Limited. Extensive financial modeling and valuation expertise for equity … Attended quarterly earnings conference calls, technology (CES), and Biotechnology conferences. The resume of a research analyst should enlist professional skills, career achievements and main responsibilities in order to increase the chances of being selected for the first interview round. Projected fair value of equities by constructing detailed financial models to perform discounted cash flow, Performed extensive due diligence on prospective offerings by analyzing the financial data and business plans, Performed technical analysis on industry peers and investigated corporate governance practices, Responded to client and media inquiries focused on valuation, model sensitivity and key investment risks, Contributed to the semi-annual company report on global IPO activity and conducted research on the IPO, Applied fundamental research methods by combining information from industry research reports and SEC filings; utilized financial, Updated company specific parameters by creating and maintaining valuation models such as price/earnings, price/sales, price/book, and discounted cash flow, Applied modern portfolio theory by developing a mean variance optimization model to maximize portfolio returns with a minimum, Implemented and analyzed a statistical arbitrage model to identify long/short ideas that have a high probability for mean reversion, Created investment research reports and presentations, which were presented to the Investment Oversight Committee for approval, by organizing fundamental, quantitative, and technical data into formal presentations, Presented investment recommendations to CIO which led directly to buy/sell decisions; recommendations, Researched a broad spectrum of industries (including rail, alcoholic beverages and tobacco), Developed a model to uncover undervalued stocks that ranked securities based on strength and consistency of cash flow generation. New equity research entry level careers are added daily on SimplyHired.com. Gained investor mind-share via phone calls, in-person meetings and corporate access. in 5 Simple Steps, Get Expert Writing Recommendations for Your Finance Resume, 6 Do’s and Don’ts for Writing a Finance Resume, Beat the ATS with These Apply to Investment Analyst, Research Analyst, Investment Banking Analyst and more! Responsible for the publication of investment research reports on companies within the energy sector for consumption by institutional clientele. An Entry Level Equity Research Analyst in your area makes on average $73,160 per year, or $1,693 (2%) more than the national average annual salary of $71,467. Utilized a proprietary screening tool, developed by the team, for bottom-up stock idea identification. Conducted fundamental analysis by interviewing senior management, visiting company sites, and examining key business trends through secondary research. Program required management interviews, company site visits, forecasting cash flows, and creating earnings estimates. While the Equity Research Analyst resume will be the most well-known part of the Equity Research Analyst job application, but, do consider the Equity Research Analyst cover letter equally important for landing a job. Sound adviser for decision makers. Skills often highlighted on the resume of an Equity Analyst include assisting in the research of equity positions for the GOP portfolio, and continually monitoring valuation metrics on fund securities, risk exposures, and developed exit/entry … Consult the entry level financial analyst resume sample to get an idea of how a resume should look. Enhanced understanding of local markets via visits to the region (Brazil, Mexico, Chile, Colombia), Communicated weekly with C-level management teams to review economic data gained from industry experts to determine future, Created and maintained detailed financial models to forecast earnings and cash flow as part of an intrinsic valuation framework for public companies under coverage, Fulfilled ten daily sales call quota to discuss valuation, driving forces, and market sentiment for companies under coverage with investment management teams, Coordinated logistics and escorted C-level management for one and two day non-deal roadshows to discuss the current business, Consistently led analyst group in various monthly sales metrics including outgoing sales calls and non-deal roadshows, which drove, Developed and maintained complex financial models, Identified investment opportunities by preparing thematic research reports as needed by clients, Completed more than 20 thematic research reports, Updated quarterly, monthly and annual reports to financial models, Prepared monthly and quarterly market reports, Member, European Property Team & U.S. Equity REITs covering 75% of industry's market size ($227 bn), Lead junior analyst responsible for 1 of 3 knowledge publications; Proactively reduced report generation time by 70%, Designed initiation reports, analyzing companies' investment points, markets & portfolios, fed 1500 clients globally, Autonomously created & published 'Property Ticker', our analysis of recent events, a daily subscription of 900 clients. 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