Equity Research Analyst Resume Example

Learn how to write an Equity Research Analyst resume that gets more interviews and job offers in this step-by-step guide and resume template.

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Written by Marc Cenedella
Leading expert on resumes
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Marc Cenedella

Marc Cenedella is a nationally recognized thought leader on careers, resume writing, job search, career management and recruiting, Marc is frequently sought out by national media organizations for his expert commentary on employment, resumes, the job search and the job market.

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Last updated on September 1, 2022
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How to Write an Equity Research Analyst Resume that Gets Interviews

You’re the guy behind the guy with the great stock tips. In fact, you just gave that guy those stock tips in a report you wrote this morning.

Aside from your expert research skills and ability to synthesize the wires, forecasts and earning estimates quickly and accurately so your colleagues know what they’re talking about, your resume writing skills are as familiar to you as the inner workings of smart beta.

Maybe that’s why you’re searching: How to write an Equity Research Analyst resume.

Regardless of the reasons, you’ve landed in the right place.

We’ve created a step-by-step resume template and guide to help you through the process. And for your reference along the way, you’ll find a resume example specifically made for an Equity Research Analyst.

By the end of this article, you’ll know exactly how to write an ER resume that gets more interviews and job offers.

Prefer to have someone else write your resume for you?

That’s an option, too. The experts behind this resume example and guide will write a custom one for you. Even better, they’ll do it for free (though tips for a job well done are always appreciated).

The Format for an Equity Research Analyst Resume

If you look to the resume example above, you won’t find elaborate formatting, colors or multiple fonts. You’re not a coworking space trying to reinvent the S-1, here.

Keep the focus on your achievements, skills and results by sticking to the simple, single-column format you see in the example above.

Within that streamlined format, you’ll include these five resume sections:

  • Professional Headline
  • Professional Summary
  • Work Experience
  • Education
  • Keywords

Ready to get started? Let’s jump right in.

Name + Contact

Make it clear who to call for an interview by placing your full name top and center of the page. Choose a font that’s professional, legible and slightly larger than the rest of the text. Underneath, add your contact information: phone number, email address and location (city and state).

Just like you read between the numbers and squiggly lines to create a comprehensive ER report, your recruiter is looking for any sign that you’re not a good fit for their organization. So make sure everything (including the details of your contact information) exudes the utmost professionalism.

To be exceptionally clear, leave out all social accounts (including LinkedIn) and choose an email address that doesn’t raise any follow up questions (first and last name always does the trick).

Professional Headline

Just like an ER report, your resume starts with a big-picture, attention-getting headline to let your reader know who you are and what you do. The only objective is to get your recruiter interested in reading more of your resume.

You can get into your valuation methods, philosophies and pricing models in the interview. Don’t give it all away just yet. Stick to this tried and true formula for the best professional headline:

Flattering Adjective + Level of Experience + Job Title.

First, choose an adjective that puts you and your analysis in a positive light, like: thorough, diligent, industrious or proficient.

Then add a word to describe your level of experience in equity research: associate, junior, senior, etc.

Finally, add your job title. In the end, you should have something like this:

Proficient Associate Equity Research Analyst.

Professional Summary

The key to getting an interview request from your professional summary is to pitch yourself as you would a stock.

To do this well, focus on the upside of how your skills match their requirements perfectly, then top it off with a few highlights from your wins column.

This might take a little research, but nothing like you’re used to. Refer to the original job posting to understand the kinds of modeling, forecasting and analysis they’re looking for. Use the space of your professional summary to list the most relevant skills in your arsenal that fit their needs. For everything that doesn’t fit, save it for the keywords section below.

In the first line, list all the job titles you’d accept for your next role. Be sure to include the exact title of the job you’re applying for.

In the second line, add the most relevant skills, certifications, industry experience or qualifications you have that they’re looking for. For anything that doesn’t fit, save it for the keywords section later in your resume template. This space should be focused on your compatibility with their open position.

The third and fourth lines are optional, but for a role dependent on the accuracy and quality of your reports, you should have something to fill here.

In line three, list your achievements, wins and highlights in your career (over-performers, notable clients/funds, etc.).

In line four, add any awards, recognitions or promotions you’ve received.

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Work Experience

The work experience of your resume template exists to answer one question: How do you contribute to the bottom line?

Whether you’re on the sell-side or buy-side, it’s your research, analysis and findings that guide the firm or the fund on how to maximize their investments. The most important thing to include in your Equity Research Analyst resume is how your insight translates into dollars.

Here’s how to make that happen:

First, list your previous job positions in reverse chronological order. Add the specific job title you held, the dates of your employment, and the name of your previous employer.

Under each role, create a bullet point list to highlight your accomplishments in that position. Steer clear of mentioning the daily duties and responsibilities of meeting management teams, cleaning up models and writing initiations. Instead, focus on the results of your work with these three tips:

Start with a strong success verb.

Capitalized, generated, outperformed, boosted. These are strong success verbs.

Start every bullet point with actions like these to imply the positive outcome of your research and analysis, and avoid tepid verbs like performed, analyzed, managed or operated.

Add as many numbers as possible.

Highlight the value of your analysis by showing off your success with metrics.

Numbers play an important role in your job as an equity research analyst, and in your resume, too. Because they’re specific and detailed, adding the exact numbers on profits, how many reports you authored, the number of companies you researched and the size of the organization you were responsible for informing provides detailed context that validates your skills even more.

The more numbers you include, the better the odds of getting an interview. So once you think you’ve added enough, go back and double the amount again. There’s no such thing as too many metrics.

Include every promotion.

A promotion in the finance world is enough to stir up market demand for potential employers. Add a few of these (i.e. every single promotion you’ve received), and you’re starting to look like the next unicorn.

With these three elements, your work experience should sound like the highlight stats of an established company going all the way to the moon.

Education

Here, you’ll briefly list where you attended school, the dates of your attendance, the degree(s) you graduated with, and any awards, honors, or recognitions you received. This is all condensed into the format you see in the included resume example.

Extracurricular activities and affiliations can be left out entirely. Certifications beyond your higher education like the NISM should be included in the keywords section below.

Equity Research Analyst Keywords and Skills for a Resume

In the final section of your resume, you’ll find a streamlined list of skills, technologies and certifications to comprise the keywords section. There’s no need to hide your skills in sentences or paragraphs, just list them to fill the rest of the page like you see in the resume example.

Interpersonal Skills & Soft Skills:

  • Teamwork
  • Written and Verbal Communication Skills
  • Analytical Skills
  • Self-Motivated/Self-Starter
  • Attention to Detail

Technical Skills, Valuation Techniques:

  • DCF
  • Portfolio Management
  • LBOs
  • IRRs

Technologies, Platforms, Software:

  • Bloomberg
  • Morningstar
  • MS Office

Certifications (beyond higher education):

  • Certified Financial Analyst (CFA)
  • NISM

Once your list of keywords and skills is complete, you’re ready to pitch and send to land those interviews.

Have someone else write your Equity Research Analyst resume for you

Take a break from the reports and have the experts at Leet Resumes write your resume for you. For no cost at all, they’ll craft a custom Equity Research Analyst resume that lands you more interviews and job offers. (Tips are always appreciated.)

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