Tustin Recruiting
Tustin Recruiting
Equity Research Analyst Resume Template
A professional resume template tailored for Equity Research Analyst positions, highlighting technical skills and project experience brought to you by Tustin Recruiting.
[Your Full Name]
Equity Research Analyst
Summary
Results-driven professional with experience in Analyzing stocks and making investment recommendations. Proven track record of delivering high-quality solutions and optimizing performance.
Skills
languages: Python, R
frameworks:
tools: Bloomberg Terminal, Excel, Tableau
concepts: Financial Modelling, Valuation Techniques, Market Analysis
Experience
Senior Equity Research Analyst
Blue Horizon Capital
Jan 2022 - Present
- Increased portfolio returns by 12% through strategic recommendations.
- Developed a comprehensive equity research report on the tech sector that was frequently referenced by senior management.
- Led a team of 3 analysts to improve the accuracy of stock valuation models, resulting in a 20% improvement in forecasting accuracy.
Equity Research Analyst
Global Markets Insights
Mar 2019 - Dec 2021
- Conducted detailed industry analysis within the healthcare sector leading to a 15% increase in sector-specific investment returns.
- Collaborated with the sales team to create customized client reports, enhancing client engagement and retention by 25%.
- Automated data acquisition and processing tasks using Python, reducing time spent on data collection by 30%.
Junior Equity Research Analyst
Capital Edge Advisors
Jun 2017 - Feb 2019
- Assisted in the valuation of over 40 small-cap stocks, directly influencing buy/sell decisions and improving overall portfolio performance.
- Supported senior analysts in drafting and editing comprehensive reports and presentations for clients.
- Successfully completed intensive financial modeling training, which led to improved accuracy in financial projections.
Education
B.S. Finance
University of Chicago, Chicago, IL
Graduated: 2017
Projects
Equity Valuation Dashboard
Developed an interactive Tableau dashboard to visualize equity valuations and present key metrics for stakeholders.
Technologies: Tableau, Python, Excel