Equity Research Analyst CV Guide + Tips + Example

Kellie Hanna, CPRW
By Kellie Hanna, CPRW, Career Advice Expert
Last Updated: July 07, 2023
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So, you’re in the market for a job as an equity research analyst. A well-crafted CV is a great place to start! Our guide to creating the perfect equity research analyst CV will help you make the most of your research proficiency and your financial acumen so you can get the job.

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Equity research analyst CV sample (text version)

Hanna Sprout

Phoenix, AZ 85014
(555) 555-5555
example@example.com

Summary Statement

Knowledgeable and dedicated financial expert with a history in accounting able to utilize economic knowledge in equity research analyst position. Extensive experience analyzing and evaluating investment possibilities, market trends and stocks. A candidate who combines market awareness and quick and accurate work and prioritizes excellent communication to ensure success. Proven track record across 10-year working experience in improving profits through analytical thinking.

Core Qualifications

  • Business strategies
  • Forecasting
  • Risk assessment
  • Financial modeling
  • Research and analysis
  • Communication
  • Time management
  • Attention to detail

Education

  • Arizona State University Tempe, AZ
    MBA Business Administration
  • Specialization: Business Analytics
  • Arizona State University Tempe, AZ
    Bachelor of Science Finance
  • Minor: Accountancy

Work Experience

January 2015 – Current
Vaco – Phoenix, AZ
Equity Research Analyst

  • Evaluate risk parameters while analyzing proposed investment prospects on a daily basis.
  • Analyze the impact mergers, acquisitions and other business practices will have on the market and economy.
  • Compile analysis findings into a compact report that is useful, accessible and as in-depth as possible.
  • Present created reports at board meetings clearly and concisely to aid in market decision-making.
  • Offer financial consultation to company leaders in regard to investment and corporate decisions, saving 35% of the assigned budget.
  • Avoided projected profit loss of more than 5% over the course of two years.

January 2013 – January 2015
Aquila Investment Management LLC – Phoenix, AZ
Portfolio Manager

  • Created and analyzed numerous portfolios involving bonds, stocks and mutual funds.
  • Selected portfolios, trade execution and asset allocation.
  • Communicated with over 15 clients clearly and efficiently regarding portfolio updates.
  • Analyzed earnings quality and statements.
  • Recommended investment strategies to meet client financial objectives.

January 2008 – January 2013
CIM Group, LP – Phoenix, AZ
Accountant

  • Reviewed all financial aspects and processed numbers as needed.
  • Worked alongside other accounting staff to ensure all work is completed efficiently.
  • Prepared asset and capital account entries through compilation and analysis of financial information.
  • Created monthly reports on profits and loss, labor statistics and balance sheets.
  • Completed accounting tasks such as contributing to financial reports for 10 clients, calculating payroll for 200 employees and entering financial data.

Conference Attendance

  • “Data Privacy and Ethics”, Virtual Conference – (2022)
  • Portfolio and Finance Management, Online – (2021)
  • International Conference on Accounting Studies (ICAS) New York, NY- (2019)
  • Accounting & Finance Trade Show, Phoenix, AZ – (2018)
  • Tax Law, National Conference CPA Practitioners, Phoenix, AZ – (2017)

Professional Affiliations and Memberships

  • Association for Financial Professionals (AFP) – (2021)
  • American Finance Association – (2019)
  • Professional Accounting Society of America – (2017)

Certifications and Licenses

  • Chartered Financial Analyst (FCA) – (2022)
  • Certified Public Accountant (CPA) – (2021)
  • Financial Risk Manager – (2019)

Profession Relevant Skills

  • Extensive market trend knowledge and experience analyzing economic aspects.
  • Flexible and creative approach to finding overlooked solutions.
  • Strong communication skills, including written, oral and interpersonal.
  • Critical thinking, decision making, attention to detail and evaluation skills.
  • Excellent organization and administrative abilities.
  • Skilled in building complex cashflow models producing valuations of companies within the consumer sector.
  • Expertise in financial software, Excel and proficiency in Python.
  • Adept at preparing research reports and presenting recommendations to senior management.
  • Analytical professional with exceptional presentation, analytical and problem-solving skills.
  • Skilled at monitoring trends and researching the industry while advising investors on what stocks to purchase or sell.

Languages

  • English
    Native or Bilingual
  • Spanish
    Professional Working

Hobbies and Interests

I enjoy playing soccer and basketball. Along with these activities, I try to stay fit and active through daily running. I also enjoy traveling when I can and like to immerse myself in different cultures.

5 essentials of a top equity research analyst CV

  1. Contact details

    Without contact information, hiring managers cannot contact you to ask you for an interview. At the top of your CV, include your full name, city, state and ZIP code, followed by your phone number and professional email address. If you have a LinkedIn profile and professional website, add those as well.

  2. Personal statement

    A personal statement, also called a professional summary, is your chance to shine. This is where you introduce yourself to the hiring manager and pitch your best technical and soft skills and relevant work experience. A summary for an equity research analyst should include one or two of your most notable professional accomplishments to grab the hiring manager’s attention.

  3. Skills

    Hiring managers want to know if your skills match their needs. Show them you have what it takes by creating a separate section and using bullet points to display your top hard and soft skills — from investment management to business operations and administration — as shown on our equity research analyst CV sample. If you are applying for your first job, include transferable skills, which are soft skills, such as communication, that you can use in any job.

  4. Work history

    Your CV must have a detailed employment history section, even if you don’t have work experience as an equity research analyst. List current and previous employers in reverse-chronological order and provide company names, locations, and the dates you worked for each. Add three bullet points of measurable achievements for every job you list. If you don’t have work experience in the field or if this is your first job application, mention extracurricular activities, volunteer experience, community service, professional and personal projects — anything that shows you have relevant work experience.

  5. Education

    Add all the educational institutions you’ve attended after high school to your equity research analyst CV. Use bullet points for each school and display its name and the year you graduated unless it was more than 10 years ago. List your high school information and any post-high school classes taken if you did not attend college.

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Do’s and don’ts for building an equity research analyst CV

  • Use measurable achievements to describe your equity research analyst skills and experience.
  • Use action words to impact your equity research analyst CV.
  • Tailor your CV to your target equity research analyst job.
  • Use keywords from the job description throughout your equity research analyst CV.
  • Format your equity research analyst CV so that it is easy to read by ATS software and human eyes.
  • Lie about your equity research analyst experience and skills.
  • Boast about your “incomparable” equity research analyst abilities.
  • Include irrelevant personal information such as your ethnicity and age.
  • Add skills and experience not pertaining to being an equity research analyst. 
  • Forget to proofread. An equity research analyst CV with errors is unprofessional.

Top 4 tips for acing an equity research analyst interview

  1. Learn about the company before your interview.

    Learning about a company’s history, goals, values and people before the interview is important. It shows genuine interest, dedication and commitment — traits that hiring managers look for in top job candidates. Plus, having a glimpse of the company culture before you arrive will give you an idea of what to expect so that you can feel confident. 

  2. Practice!

    A little practice now will go a long way during your interview. To practice for your interview, start by reviewing the most common interview questions, such as: 

    Ask a friend to interview you so you can get comfortable with the questions and imprint the answers in your mind. Ask them for feedback on your performance and answers, and write down their suggestions that resonate with you. You’ll feel confident and ready when it’s time for the real thing. 

  3. Ask questions.

    Your interviewer will ask if you have any questions at the end of your session. You should always have at least three questions ready to ask; job candidates who don’t ask questions are not as likely to get hired because hiring managers assume they aren’t interested in the role or won’t put much thought into it.

    Some questions you might ask for an equity research analyst job are: 

    • What do you expect from someone in this position during the first 30 days?
    • What is your management style?
    • What do you like most about working here?
  4. Have references ready.

    Having professional references ready before your interview will prepare you in case the hiring manager decides to move forward. Create a list of two former colleagues and a former manager willing to speak to your abilities to perform the equity research analyst job and who you know will give you a stellar review. Even better if they write a letter of recommendation for you.

    If you are applying for your first full-time job and don’t have former colleagues or a manager for reference, it’s acceptable to get contacts from a former instructor, volunteer coordinator, internship manager, classmate, or community leader who will provide a positive review about your ability to perform the job.

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