Equity Research Associate Resume

An equity research associate utilizes economic trends and investment skills to evaluate financial data and provide investment ideas to large corporate sector. He reviews the operating data and detects the profitability measures for the firm. The person also provides recommendation in asset selection ideas to corporate firms or to clients. The job holder assists analysts and statisticians in researching on market trends.

Equity Research Associate Resume Example

Career Objective:

To obtain an equity research associate position with a reputed finance company where my research, analytical, and evaluation skills can help clients take correct investment decisions.

Summary of Skills:

• Extensive knowledge of the stock market and capital raising
• Outstanding written and verbal communication skills
• Experienced in developing and maintaining business models
• Skilled in market research and evaluating business models and industry needs
• Excellent data collection and data processing skills
• Strong accounting, math, and analytical skills

Work Experience:

Equity Research Associate
Mallin Investment Inc., Montgomery, AL
June 2013 - Present

• Conducting research and updating statistical data and financial models for using in the formulation of security analysis
• Responding to the queries from firms and clients regarding industry groups and individual security
• Preparing external and internal reports and documents to communicate investment ideas, news events and opinions regarding security analysis
• Preparing information for the purpose of developing and maintaining sources of information to assist in analysis activities
• Meeting company executives and conducting field trips and collecting market information
• Identifying and formulating investment ideas and recommendations to clients on securities and companies

Junior Equity Research Associate
Allen Transportation Company, Montgomery, AL
February 2012 - May 2013

• Performed fundamental research of the shipping and transportation industries
• Handled the tasks of creating, maintaining and updating industry database and financial database
• Assisted equity research associates in monitoring new developments as well as ongoing developments
• Drafting and submitted sector and industry research reports
• Updated investment opinions as well as described industry developments to trading professionals, institutional clients and internal sales force
• Assisted in interviewing and surveying customers, suppliers, industry executives, other industry participants
• Performed daily activities of off-shore research associate

Education:

• Bachelor's Degree in Accounting
  Montgomery University, Montgomery, AL
  2011

Reference:

On request.