Equity Research Associate

Equity Research Associate Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Equity Research Associate 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.

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  • Equity Research
  • Valuation
  • Financial Modeling
  • Equities
  • Bloomberg
  • Investments
  • FactSet
  •  Find out what your resume's missing
  • Financial Analysis
  • Capital Markets
  • Equity Valuation
  • Finance
  • Corporate Finance
  • Financial Statement Analysis
  • Investment Banking
  • Fundamental Analysis
  • Investment Research
  • Portfolio Management
  • Economics
  • Due Diligence
  • Bloomberg Terminal

  •   Show full list

Resume Skills: Financial Analysis

Resume Skills: Investment Tools

Resume Skills: Software

Resume Skills: Languages

  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 Research Associate 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 Research Associate 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 Research Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Coached.com May 2019 - Present
Equity Research Associate
Implemented company-wide use of Bloomberg Terminal, enhancing financial analysis with real-time data resulting in 20% increased efficiency in investment decisions.
Spearheaded equity valuation of tech sector investments amplifying portfolio value by $7m within the first year.
Conducted rigorous due diligence and financial statement analysis of potential investments leading to a 15% reduction in investment risk profiles.
Served as lead analyst on a major $20m investment project, resulting in a 13% return-on-investment over a two-year period.
Developed advanced financial models for predicting future investment outcomes boosting the portfolio's performance by 10%.
Resume Worded January 2017 - April 2019
Junior Equity Research Associate
Assessed equity investments worth over $15m, resulting in balanced diversification and 10% growth.
Employed FactSet for financial modelling, significantly improving efficiency of financial analysis by 15%.
Evaluated financial markets trends to cultivate investment strategies, increasing fund assets by 8%.
Goldman Sachs August 2015 - December 2016
Investment Banking Analyst
Managed portfolios worth $5m, driving 7% increase in returns.
Conducted fundamental analysis and due diligence, reducing potential financial risks by 12%.
Co-ordinated with the corporate finance team on a $3m IPO, aiding in 9% jump in share price post-listing.
Resume Worded University April 2015
Master of Business Administration (MBA) - Finance
Graduated Magna Cum Laude, Top 10% of the class
Resume Worded Academic Center June 2013
Bachelor of Science in Accounting
Minors in Investments and Financial Markets
Awards: Resume Worded Scholarship for Excellence in Finance
Financial Software: Bloomberg Terminal, FactSet, Morningstar Direct, CapIQ, Datastream, Excel VBA
Financial Analysis: Equity Research, DCF Valuation, Comparable Company Analysis, Precedent Transactions, Market Research
Compliance & Regulations: Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC) Regulations
Languages: English (Native), Spanish (Fluent), French (Conversational)
Certifications: Chartered Financial Analyst (CFA) - Level III
Projects: Authored comprehensive research report on emerging markets, published in industry-leading finance journal
Professional Affiliations: Member of the CFA Institute, and Financial Analysts Federation
Professional Development: Regular attendee of finance industry seminars and workshops to stay current on the latest investment strategies and market trends
Your Name
Investment Equity Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Coached.com October 2018 - Present
Investment Equity Analyst
Delivered equity research reports on 15+ companies, contributing to a 12% increase in portfolio returns.
Conducted investment due diligence on potential equity investments with a focus on ESG factors, leading to an 8% decrease in portfolio risk.
Leveraged Bloomberg Terminal to enhance financial modelling, improving accuracy of valuation models by 18%.
Developed strategies for portfolio management resulting in an average yearly return of 12%.
Analysed macroeconomic data to forecast market trends, providing investment recommendations that led to a 20% growth in portfolio assets.
Resume Worded January 2016 - September 2018
Equity Research Analyst
Initiated comprehensive financial statement analysis, refining investment decisions and reducing loss exposure by 14%.
Conducted thorough due diligence, identifying potential investment risks leading to a 10% reduction in portfolio volatility.
Utilized advanced financial models to enhance equity valuation, contributing to a 15% portfolio increase.
JP Morgan June 2014 - December 2015
Investment Banking Analyst
Managed a portfolio of $6m which returned 6% yearly.
Prepared comprehensive financial statement analysis for 10+ multinational clients, facilitating informed investment decisions.
Liaised with corporate finance team to execute a $5m M&A deal, driving a 10% increase in company’s market valuation.
Resume Worded Academic Center December 2016
Chartered Financial Analyst (CFA) - Level II
Managed full-time analyst role at Resume Worded while preparing for CFA Exam
Resume Worded University May 2014
Master of Business Administration - Finance
Graduated with Honors
Specialization in Investment Strategy and Portfolio Management
Financial Analysis: Equity Valuation, Financial Modeling, Merger & Acquisition Analysis, LBO Analysis, DCF Analysis, Risk Assessment, Investment Banking
Investment Tools: Bloomberg Terminal, FactSet, Capital IQ, PitchBook, Morningstar Direct
Software: Excel (Advanced), PowerPoint, Word, Outlook
Languages: English (Native), French (Conversational), Spanish (Basic)
Certifications: Financial Modeling and Valuation Analyst (FMVA) Certification (2019)
Projects: Led equity research that increased portfolio profitability by 20% in FY 2017
Awards: JP Morgan – Top Performing Analyst Award (2015)
Professional memberships: Member of the CFA Institute and Global Association of Risk Professionals (GARP)
Your Name
Equity Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
Coached.com November 2019 - Present
Equity Analyst
Streamlined use of FactSet, escalating process efficiencies by 20% in financial modelling.
Conduct equity research encompassing financial analysis and valuations leading to 15% portfolio returns.
Improved risk analysis process through rigorous due diligence, reducing risk premiums by 10%.
Managed high-profile equity investments in the technology sector exceeding $20m, resulting in a 18% return-on-investment.
Devised efficient portfolio management strategies, realizing an average growth of 12%.
Resume Worded May 2017 - October 2019
Investment Research Analyst
Leveraged Bloomberg Terminal in financial analysis, contributed to a 10% increase in efficiency of portfolio management.
Executed financial model analysis of potential equity investments leading to a 12% rise in fund assets.
Assessed financial markets to guide investment strategies hence achieving a 7% growth in portfolio value.
Morgan Stanley August 2015 - April 2017
Investment Banking Analyst
Managed a diverse portfolio exceeding $10m, achieving $2m in returns.
Utilized financial statement analysis and due diligence in identifying potential investments, resulting in a 9% decrease in investment risks.
Cooperated with corporate finance team to execute a successful $4m M&A deal, contributing to 10% growth in firm’s equity.
Resume Worded Institute June 2019
Chartered Financial Analyst (CFA) - Level II
Scored in the top 10% percentile of candidates
Resume Worded University May 2015
Master of Business Administration - Finance
Recieved the Award for Excellence in Finance Studies
Elected as the President of the Business Club
Financial Analysis: Equity Valuation, FINRA Compliance, Income Statement Analysis, Balance Sheet Analysis, Cash Flow Analysis, Portfolio Management
Software: Bloomberg Terminal, Microsoft Excel (Advanced), Python, SQL, Stata, Morningstar Direct
Investment Strategies: Value Investing, Growth Investing, Technical Analysis, Fama-French Three-Factor Model, Capital Asset Pricing Model
Certifications: Series 7 - General Securities Representative, Financial Risk Manager (FRM)
Awards: Resume Worded Top Performance Award (2018, 2020), Morgan Stanley Investment Knowledge Championship Second Runner-Up (2017)
Volunteering: Volunteer Financial Advisor at New York Community Trust, Mentor at Financial Women's Association
Languages: Co-authored ‘Equity Valuation: Models from Leading Investment Banks’

How do I add skills to an Equity Research Associate resume?

Review the job posting closely.

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

Add industry skills like Financial Modeling and Investments.

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

Add skills into your work experience.

Incorporate skills - like Due Diligence, Finance and Capital Markets - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

Include examples of your research experience.

Consider including a section in your resume dedicated to your research experience. On Equity Research Associate resumes, hiring managers want to see research projects which you led or where involved with, and their outcomes.

Use the exact job title.

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

Word Cloud for Equity Research Associate Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Equity Research Associate 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 Research Associate Skills and Keywords to Include On Your Resume

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Equity Research Associate 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.

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Frequently Asked Questions

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

On top Equity Research Associate resumes, skills like Equity Research, Valuation, Financial Modeling, Equities, Bloomberg, Investments, FactSet and Financial Analysis appear most often.

Depending on the exact role you're applying to, skills like Finance, Portfolio Management, Due Diligence, Investment Research and Capital Markets can also be effective keywords to include on your resume.

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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