Equity Analyst

Equity Analyst Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Equity Analyst job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Equity Research
  • Equities
  • Financial Modeling
  • Valuation
  • Investments
  • Financial Analysis
  • Equity Valuation
  •  Find out what your resume's missing
  • Asset Management
  • Bloomberg
  • Portfolio Management
  • Capital Markets
  • Corporate Finance
  • Bloomberg Terminal
  • Financial Markets
  • Investment Banking
  • Hedge Funds
  • Investment Management
  • Finance
  • Economics
  • DCF Valuation
  • FactSet
  • Fixed Income

  •   Show full list

Resume Skills: Software

  • MS Office (Word, Excel, PowerPoint)
  • SQL
  • Python
  • Bloomberg Terminal
  • Microsoft Excel
  • FactSet
  • S&P Capital IQ
  • Matlab
  • SPSS
  • Microsoft Office Suite
  • Python for Finance
  • QuickBooks
  • SAP
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • Python (Pandas, Numpy)
  • Tableau
  •  Match your resume to these skills

Resume Skills: Regulations

Resume Skills: Research Analysis Tools

Resume Skills: Financial Modeling

Resume Skills: Financial Analysis

  • Equity Research
  • Financial Modeling
  • Investment Strategies
  • Capital Market Analysis
  • Fundamental & Technical Analysis
  • Risk Management
  • Financial Modelling
  • Forecasting
  • Variance Analysis
  • Financial Risk Management
  • Portfolio Management
  • Investment Analysis
  •  Match your resume to these skills

Resume Skills: Regulatory Knowledge

Resume Skills: Languages

Resume Skills: Certifications

Resume Skills: Finance Platforms

Resume Skills: Quantitative Analysis

Resume Skills: Other

  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Equity Analyst Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Equity Analyst Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Equity Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Resume Worded June 2020 - Present
Senior Equity Analyst
Spearheaded a team of four to do comprehensive financial analysis that led to more accurate portfolio valuations and increased assets under management by 25%.
Created robust financial models incorporating DCF valuation method, leading to 30% increased accuracy in predicting financial returns.
Monitored global equity markets to identify investment opportunities, resulting in portfolio diversification and improved risk management.
Streamlined the use of Bloomberg Terminal for efficient data analysis, reducing time spent in data gathering by 40%.
Partnered with investment banking professionals for peer company analysis leading to increased investment in large-cap equities.
JP Morgan February 2018 - May 2020
Equity Research Analyst
Executed rigorous financial modeling that translated to in-depth equity valuation for over 50 potential investable companies.
Successfully detected investment opportunities in emerging markets, growing portfolio value by 15% in one year.
Developed weekly brief on equity and capital markets trends which got circulated to over 500 internal investment professionals and clients.
Performed portfolio attribution analysis using Bloomberg terminal reducing error margin to less than 1%.
Coached.com January 2016 - January 2018
Associate Capital Market Analyst
Conducted financial analysis of 30+ firms in various sectors improving performance profiling.
Offered crucial support to the asset management team through active portfolio trading, and management of equities.
Spearheaded and executed more than 20+ reports on macro-economic conditions and its impact on the financial markets.
Resume Worded University March 2020
Master of Business Administration - Finance
Focused studies on investment strategies and equity markets, Honorable Mention for 'Outstanding Capstone Project'
Resume Worded Institute January 2018
Chartered Financial Analyst (CFA) - Level III
Achieved CFA Level III with above average scores in derivatives and equity investment analysis
Financial Analysis: Equity Research, Financial Modeling, Investment Strategies, Capital Market Analysis, Fundamental & Technical Analysis, Risk Management
Software: Bloomberg Terminal, Microsoft Excel (Advanced), FactSet, S&P Capital IQ, Matlab, SPSS
Regulatory Knowledge : SEC Regulations, GAAP, Basel III, Dodd-Frank Act
Languages: English (Native), Spanish (Fluent), French (Basic)
Certifications: Certificate in Quantitative Finance (CQF) - 2020
Leadership & Volunteering: Treasurer - CFA Society Chicago, Mentor - Resume Worded Institute Career Mentorship Program
Professional Development: Completed Certified Financial Planner program - 2021
Publications: Authored a research paper - 'Capital Markets: Trends & Forecasts 2020' published in 'The Journal of Finance'
Your Name
Equity Research Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Resume Worded August 2018 - Present
Equity Research Director
Directed all equity research activities and managed a team of 10 analysts, leading to a 20% increase in annual investment profits.
Launched proprietary models to quantify and forecast data which improved sector selection efficiency.
Interfaced with top management of companies under monitoring and provided detailed earnings analysis to top clients and senior management.
Managed a $500M portfolio of corporate clients and produced high-impact equity research reports.
Initiated and employed Bloomberg Terminal for real-time market data analysis which improved decision-making.
Barclays Capital June 2015 - July 2018
Senior Equity Research Analyst
Increased corporate client base by 25% through factual and quantitative research.
Developed financial models forecasting annual cash flows which improved accuracy of earnings prediction.
Liaised with investment banking teams to provide key insights for M&A and equity offerings, influencing deal closures.
Coached.com January 2013 - May 2015
Equity Research Analyst
Formulated detailed equity research reports across diverse sectors which influenced investment decisions.
Assisted in due diligence, valuation, and market analysis for potential investment opportunities.
Generated weekly newsletters detailing market volatility which was circulated to a vast array of clients and investors.
Resume Worded Institute August 2015
Chartered Financial Analyst (CFA) - Level III
Achieved after three levels of examination with focus on investment knowledge and ethics.
Resume Worded University December 2012
Master of Business Administration - Finance
Thesis focused on leveraging equity research for better financial decision-making.
Graduated Cum Laude
Research Analysis Tools: Bloomberg Terminal, FactSet, Reuters Eikon, Morningstar Direct
Financial Modeling: DCF, Comparable Companies, Precedent Transactions, LBO, M&A, Regression
Software: MS Office (Word, Excel, PowerPoint), SQL, Python
Financial Reporting & Regulations: GAAP, IFRS, SEC Filings, Financial Auditing
Certifications: Professional Risk Manager (PRM), Financial Modeling & Valuation Analyst (FMVA)
Leadership & Volunteering: Treasurer - Resume Worded Charity Foundation, Panelist - 'Women in Finance' Conference
Projects: Developed an equity research portal aimed at expanding financial literacy.
Publication: Co-authored 'Leveraging Equity Research for Investment Strategies', published in Top Finance Journal.
Your Name
Financial Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Resume Worded July 2020 - Present
Senior Financial Analyst
Managed a $350M portfolio and delivered detailed financial forecasts, resulting in 15% annual return.
Improved processes for compiling and analyzing data for company's annual financial reports, which cut data processing time by 40%.
Conducted in-depth analysis of company financials and made recommendations that increased profitability by 10%.
Led the execution of corporate finance initiatives and investments, adding value of $20M to the portfolio.
Streamlined implementation of FactSet to gather financial data, reducing manual data entry by 50%.
Goldman Sachs March 2018 - June 2020
Financial Analyst
Presented financial analysis reports to senior management influencing the financial strategy of the company.
Leveraged Excel to automate financial tracking spreadsheet reducing monthly close process by three hours.
Assisted fund managers in decision-making through thorough financial analysis, leading to increase in fund inflow.
Coached.com August 2016 - February 2018
Associate Financial Analyst
Conducted detailed quarterly financial statements analysis of assigned sector companies.
Supported the creation of hedge fund strategies which resulted in 12% portfolio returns.
Assisted with the assembly of weekly investment performance measurement reports.
Resume Worded Institute August 2020
Chartered Financial Analyst (CFA) - Level III
Received the certification while leading the financial department at Resume Worded
Resume Worded University March 2018
Master of Business Administration (MBA) - Finance
Specialization in Financial Forecasting and Reporting
Selected for the ‘Dean’s list of Honor’ for consistent academic excellence
Financial Analysis: Financial Modelling, Forecasting, Variance Analysis, Financial Risk Management, Portfolio Management, Investment Analysis
Software & Tools: Microsoft Office Suite (Advanced), Python for Finance (Intermediate), QuickBooks (Proficient), SAP (Proficient), SQL (Intermediate)
Regulations: SOX Compliance, GAAP, SEC Reporting, Tax codes and laws
Certifications: Chartered Financial Analyst (Advanced), Certified Management Accountant (CMA)
Certifications: Certified Public Accountant (CPA) - July 2018, Certified Management Accountant (CMA) - March 2018
Leadership & Volunteering: Volunteer Financial Consultant at Local Non-profit Organization
Continued Learning: Active Member of ‘American Association of Finance and Accounting’, attending workshops and conferences regularly
Projects: Developed a comprehensive financial model predicting future portfolio returns and optimizing asset allocation

How do I add skills to an Equity Analyst resume?

Review the job posting closely.

Go through the Equity Analyst posting you're applying to, and identify hard skills the company is looking for. For example, skills like Equity Research, Financial Analysis and Investments are possible skills. These are skills you should try to include on your resume.

Add industry skills like Asset Management and Equities.

Add other common skills from your industry - such as Equity Valuation, Financial Modeling and Valuation - into your resume if they're relevant.

Add skills into your work experience.

Incorporate skills - like Corporate Finance, Investment Banking and FactSet - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Emphasize your ability to solve problems.

Recruiters want to know that you're the kind of person that can solve new and challenging problems. In your Equity Analyst resume, highlight projects that involved problems that were technically complex or mattered to the company.

Show evidence of your analytical skills.

Analytical skills involve your ability to break down a problem and come up with effective solutions. On Equity Analyst resumes, hiring managers want to see evidence of how you analyzed quantitative or qualitative data.

Use the exact job title.

Try to add the exact job title, Equity Analyst, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Equity Analyst Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Equity Analyst job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Equity Analyst Skills and Keywords to Include On Your Resume

Resume Skills and Keywords from Related Jobs

We also found variations and further specializations to your job title. Browse through the related job titles to find additional keywords that you can include into your resume.

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Equity Analyst Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example

Resume Example
Highlights (Free)

Resume Example
Modern Two-Column

Resume Example
Clean Modern

Resume Example
Entry-Level (Free)

Resume Example

Browse Skills from Similar Jobs

Frequently Asked Questions

What are the top skills you should add to your Equity Analyst resume?

Some effective Equity Analyst skills you can add to your resume include:

  • Equity Research
  • Equities
  • Financial Modeling
  • Valuation
  • Investments
  • Financial Analysis
  • Equity Valuation
  • Asset Management

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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