Who is an Equity Research Analyst ?
Equity research analysts are analytical thinkers who conduct extensive financial research. Most employers typically require equity research analysts to hold a bachelor’s degree in business, finance, economics, or a similar area of study.
Equity research analysts synthesize data to come up with new investment ideas and make recommendations about financial actions and decisions. Equity research analysts should be proactive and comfortable working independently.
What does an Equity Research Analyst do?
Equity research analysts create reports, conduct research, analyze financial information, and make predictions regarding financial matters. Equity research analysts are analytical and methodical. They typically work full-time for companies in the finance industry. Equity research analysts may be required to work overtime or on weekends depending on the needs of their employer. This job involves drafting many reports and presenting findings in meetings, so strong communication skills are essential to this position. Equity research analysts should also be proactive and comfortable working independently.
Job brief
The Equity Research department provides independent and objective investment research to the global investment community. It collects and analyzes financial information for stocks. Analysts within this team use this data to build financial models to explore future scenarios of the stocks on a company and a wider macroeconomic level.
The ideal candidate will combine a strong quantitative skill set with a range of qualitative skills to effectively communicate their research in writing and verbally to clients. Also, we seek someone with the highest level of ethical integrity.
Responsibilities
- Research securities of target industries and companies to provide investment recommendations
- Collect and interpret company data to facilitate recommendations
- Develop and write research reports and publications to be presented to management or shareholders
- Financial modeling: input data into proprietary financial models to create charts, dashboards, and supporting material
- Maintain up-to-date knowledge of financial services industry happenings and current events
- Conduct primary research from industry sources
- Devise and perform your primary research methods, keeping abreast of trends and sentiment in the market.
- Liaise with internal sales and trading teams for responding to the news, corporate action, and reporting events. You will be expected to maintain a procedure protocol for escalating emerging news.
- Maintain a public image for the firm at conferences/events. Communicate the company’s research, building its brand, and referring potential new clients.
Key requirements
- Bachelor’s degree in finance, economics, financial engineering, statistics, or econometrics
- A profound understanding of equity markets on a global level. Also, a deep understanding of fundamental analysis, financial modeling, asset allocation, and strategy research
- Prior experience in financial services (2-4 years) within a “front office” role
- Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
- Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure
- CFA is a plus
- Series 7 and 86/87 license is a plus. Unlicensed candidates will be sponsored, but expected to complete accreditation within a short timeframe
