Equity Analyst Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Looking for an equity analyst position with a reputed investment and financial research group where I can perform analysis on various financial products and help customers develop a strong portfolio.

Summary of Skills:

  • Strong knowledge of accounting and financial statement analysis

  • Excellent analytical and quantitative skills and knowledge of financial market operations

  • Skilled in performing analysis of financial statement and value investing

  • In-depth understanding of equity investing and analyzing potential new investments

  • Proficiency with advanced accounting software, Excel, and FactSet

  • Outstanding quantitative and analytical skills

Work Experience:

Equity Analyst

Hawk Eye Investment Group, Washburn, WI

October 2014 – Present

  • Analyzing past records of stock exchange market and developing financial models to help employer in forecasting growth and profitability

  • Researching, analyzing, and estimating financial conditions of customers

  • Planning and developing financial models and valuation analyses and drafting company reports

  • Researching and developing new investment ideas and methodologies

  • Educating customers through meetings and presentations on investment options

  • Assisting customers in understanding financial market reports and planning portfolios

Equity Analyst

ABC Capital Partners, Washburn, WI

February 2013 – September 2014

  • Evaluated financial reports of clients and recommended investment options

  • Assisted in understanding future worth and suggested ways of improving it

  • Met with clients and obtain better financial picture for analysis

  • Conducted research on financial market and develop strong financial models for customers

  • Evaluated investment portfolios and helped customers in optimizing them

  • Assisted seniors in performing stock price valuations and suggested in investing in securities and equities


  • Bachelor’s Degree in Finance

    ABC University, Washburn, WI



On request.

See Also

  • Equity Analyst Responsibilities

  • Equity Research Analyst Cover Letter