Equity Research Associate Resume

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

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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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


  • Bachelor’s Degree in Accounting
    Montgomery University, Montgomery, AL


On request.