Equity Research Associate Job Description template and pdf with duties [2024]

Job summary 1

As an Equity Research Associate, you will work with a team of Analysts as a member of a Sector Team. You will conduct company and industry specific research and analysis assisting Analysts in recommending equities for client accounts and our in-house funds. You will report to the Managing Director of your Sector Team.

Duties & Responsibilities 1

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Analyze company-specific, industry and macro-economic information from various sources, including regulatory filings, company investor relations websites, third-party research, online sources, newspapers, books, databases, etc., and from speaking with management teams and industry experts
Combine information into relevant investment ideas
Create and use financial models (e.g. revenue, financial statements, valuation) to support investment ideas
- Write and present investment recommendations, supported by quantitative analyses, to sector group and to a team of portfolio managers
- Monitor client investments and relevant coverage areas on an ongoing basis
- Record meeting notes for sector team meetings & carry out other administrative tasks as requested (e.g. run investment screens, create charts, update financial quarterly financial data, etc.)

Requirements & Skills 1

Bachelor's degree with a record of academic achievement; concentration in finance, economics or related field a plus
Proficiency with Microsoft Excel and Word software programs
Progress towards CFA designation a plus

Job summary 2

The Equity Research Associate is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors.

Duties & Responsibilities 2

Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news.
Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
Interact with institutional investors, responding to requests for models, reports and data analysis.
Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage.
- Develop and maintain relationships with investor relations personnel and management of companies under coverage
- Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
- Assist internal sales and trading teams in the timely analysis of breaking news in the sector.

Requirements & Skills 2

The candidate will have 1 to 3 years of professional experience in Research, Banking, Capital Markets, Finance, Accounting, and/or Semicondutor Industry
Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required
Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports
Strong PowerPoint skills are required
- Expected to be adaptable and have the ability to work well under pressure
- Strong attention to detail is a must
- CFA is a plus

Job summary 3

We are seeking an Equity Research Associate to join our team. Coverage focus will be on retail and include researching both public and private companies.

Duties & Responsibilities 3

Conducting proprietary research evaluating the competitive landscape, analyzing industry news and company filings, attending conferences, and speaking with key opinion leaders
Building and maintaining financial models and proprietary databases
- Writing research reports for initiations of coverage, analysis of data, and industry/company news
- Conceiving and executing on differentiated project ideas
- Interfacing with company management teams, internal sales and trading personnel, and institutional investors

Requirements & Skills 3

1-2 years experience in equity research, investment banking (particularly transactions including IPOs), buyside or industry role
Proficiency in written/verbal communication, and in managing financial & data models utilizing excel
Interested in the consumer industry, with some degree of familiarity with sector
- Motivated, creative, committed, detail-oriented, collaborative
- Aspiration to develop coverage independence over time
- Ability to collaborate across large team and with other teams within the research department including tech sector

Job summary 4

An Equity Research Associate researches associates partner with Analysts to provide differentiated analysis and value-added insight regarding publicly traded companies and industry trends for institutional clients. Equity Research Associates are part of small teams with a high level of responsibility in contributing to published research. Associates become experts in financial modeling and proprietary research techniques.

Duties & Responsibilities 4

Researching market and industry trends and company specifics to become an expert in your sector
Creating, maintaining, and updating data in financial models, and creating tables and graphs that clearly illustrate the information
Formulate and issue opinions and recommendations on securities and companies in one or more industry groups
- Prepare reports and statistical data for dissemination to firm clients and the investing public
- Answer inquiries from customers, personnel of the firm, and the general public regarding individual securities or industry groups
- Discuss research findings with Sales & Trading associates and institutional clients (e.g., analysts and portfolio managers at top mutual funds and hedge funds)

Requirements & Skills 4

Bachelor’s Degree with a minimum 3.5 GPA
Bright, mature, and motivated with the desire to excel and ability to adapt in an intellectually challenging environment
Passionate about capital markets and a desire to become highly skilled in equity research
Strong analytical and organizational skills
- Ability to collaborate effectively within a team and work well on a self-directed basis
- Working knowledge of MS Office, specifically Word, Excel, and PowerPoint
- Proficient communication and presentation skills

Job summary 5

The Equity Research Associate should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. Further, the candidate should possess experience with company modelling and have a passion for following the stock market.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

An Equity Research Associate is responsible for delivering superior investment ideas and value-added perspective. Through exhaustive fundamental research and unique insight derived from independent thinking, the Equity Research Associate works tirelessly to identify companies that can deliver superior investment returns for clients. The Equity Research Associatespecializes in providing investment analysis on companies in the following industry sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications.

Duties & Responsibilities 6

Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.
Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.
Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
- Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
- Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
- Additional responsibilities as requested.

Requirements & Skills 6

Job summary 7

The Equity Research Associate is a non-exempt administrative position supporting the work of the Thought Leadership team. The Equity Research Associate performs research, writing, and operational tasks that inform our equity partnership development and implementation, coalition projects, and thought leadership outputs.

Duties & Responsibilities 7

Read, summarize, and synthesize existing writings on topics important to our partnership and thought leadership work, as assigned.
Support thought leadership partnership development by identifying and maintaining a current list of organizations domestically and internationally that work at the intersection of justice and innovation.
Support and provide an equity lens to programmatic and partnership initiatives across the organization

Requirements & Skills 7

3-5 years of work experience
Bachelor's Degree or equivalent experience
Excellent written and verbal communications, able to effectively synthesize data and share results and research findings thoughtfully and deliberately
- Discretion to handle confidential information
- A persuasive communicator
- Exceptional use of Microsoft Office (Word, PowerPoint, Excel) and Google Suite (Docs, Sheets)

Job summary 8

We our seeking an Equity Research Assistant to support our senior analyst.

Duties & Responsibilities 8

Build and maintain detailed company financial models, collect and analyze industry data and develop sector databases
Assist with the timely publication of research notes and reports
Assist with existing coverage and contribute to new company initiations
Assist with special ad-hoc projects, presentations and reports as assigned
- Keep abreast of market, company and industry news
- Communicate with internal sales force, institutional clients and company management teams
- Perform other tasks and duties as required

Requirements & Skills 8

Job summary 9

Our Company is seeking an Equity Research Associate to support senior analyst covering mid- and small-cap companies out of our office.

Duties & Responsibilities 9

Conducting proprietary research by analyzing scientific literature, attending conferences, and speaking with key opinion leaders
Building and maintaining financial models
- Writing research reports for initiations of coverage, analysis of data, and industry/company news
- Conceiving and executing on differentiated project ideas
- Interfacing with company management teams, internal sales and trading personnel, and institutional investors

Requirements & Skills 9

Advanced degree, with excellent academic track-record required. History of scientific publications a plus
Proficiency in written/verbal communication
- 1+ years experience in equity research a plus
- Experience building financial models using excel a required on-the-job skill; prior experience is a plus
- Motivated, hard-working, team player

Job summary 10

We are currently seeking an Equity Research Associate to join our team in.

Duties & Responsibilities 10

Work in partnership with the senior analyst to conduct extensive company and industry research
Create and maintain financial models and valuation analyses
Write company reports, industry reports and investment recommendations
- Meet with company management teams and interview company customers, suppliers and competitors
- Make company visits and attend trade shows and industry conferences
- Contingent upon developing industry expertise and familiarity with the coverage universe, additional responsibilities include marketing investment ideas and investment research to our institutional sales force and institutional investors

Requirements & Skills 10

Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement
Outstanding interpersonal and written communication skills
- A strong competitive spirit balanced by a proven ability to work as part of a team
- Fluent understanding of financial accounting preferred but not required
- Strong financial modeling experience required

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Equity Research Associate Job Description

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