Dahlman is a boutique energy investment bank headquartered in New York. Performed fundamental analysis of company, including analyzing its cash flow, balance sheet & income statement. Company assigned was Susser Holdings Corporation (NYSE: SUSS). Talk to a Banking Resume Expert. Performed rigorous fundamental analysis of the ideas to determine viability & rebalancing for the portfolio. Gained investor mind-share via phone calls, in-person meetings and corporate access. Created, updated, and maintained detailed financial models, Reviewed and analyzed financial statements, Designed, conducted, and analyzed surveys to develop proprietary data, Developed contacts with companies' suppliers, competitors, and partners, Traveled extensively to visit companies, conferences, and buy-side clients, Constructed and maintained complex earnings models such as forecast earnings estimates and valuations, including updating company models or comp spreadsheets, Worked with bank research department to publish quarterly previews and post-views, Collected and analyzed data from annual reports, earnings releases, Bloomberg, SNL Database, ILX, and FactSet, Attended company-sponsored analyst meetings and developed relationships with company management, Prepared marketing handouts for client meetings, Compiled reserve statistics for over 80 Exploration & Production companies, Tracked U.S. oil and natural gas supply and demand with EIA/DOE data, Wrote research reports, financial analyses, and forecasts for the energy sector, Collaborated with Global Energy Group on thematic research topics for publication - Shale Oil and Enhanced Oil Recovery EOR, Developed PowerPoint marketing materials used for presentations to institutional investors, Constructed, updated, and maintained company financial models, Disseminated industry breaking news in a timely manner to the equity trading group. How to write your own Business Management Graduate resume? 11120 Meadow Lark Rd. Equity Research Analyst Resume Becoming an equity research analyst requires discipline and career planning for the financially inclined professional. Created and updated company earnings and valuation models directly used in analyst research publications. Looking for cover letter ideas? Education Section in Equity Research Analyst Resume sample. Participated in securities research program. Produced and maintained First Call earnings estimate database and notes. Prepared presentations for various conferences, events, physician surveys, and pitches to clients. Equity Research Associate Resume Example. Created health care long/short mutual fund: developed fund strategy, composed prospectus, created budget, constructed trading guidelines, and presented at investor and sales meetings. Often spoke on the company wide morning call regarding company updates. 08/2010 – 02/2014. Researched industry economic data for Industrial, Retail, and Internet/E-commerce sector analysis. Remarkable experience in equity research, investment banking, and finance Authored or co-authored over 40 equity research reports, including initiation of coverage, updates and briefs. Created strategic pitches for institutional clients using public comparables and indicators. 05/2014 – present. © 2021 Job Hero Limited. Review the equity research analyst resume template below for tips on keywords and design to help you complete your own resume. Additional Analyst Resumes are available in our database of 2,000 sample resumes. Built and maintained detailed company financial models, including full forecasts of financial statements. For more information on what it takes to be a Equity Research Associate, check out our complete Equity Research Associate Job Description. Developed and managed the summer internship program. Recommended two stocks which resulted in 25% gain in capital in two months, Analyzed transportation industry macro trends and company financials; wrote and published reports, Worked with programmers and built a transportation industry database. Interview Posts. Regularly communicated investment ideas to Portfolio Managers with successful buy in • Researched and analyzed companies in all sectors, geographies and market capitalization, Performed due diligence and recommendations for initial public offerings, Provided company and portfolio risk analysis using quantitative and qualitative methodologies, Organized and led meetings with company management teams. Responsible for updating models through earnings season, maintaining databases tracking industry and identifying key, Assisted portfolio manager to track composition of small & mid cap portfolio and portfolio optimization, Provided primary support to senior analyst covering 23 public-healthcare companies valued from $100MM - $5B, Conducted primary fundamental research on all initiation coverage; drafted and disseminated all First Call notes, Created and maintained all financial models including P/E multiple and DCF valuations, Coordinated cross-departments to plan and execute multiple road-shows in US and Europe and proprietary conference. Related Banking Resume Samples. Conducted regular due diligence on covered companies and assisted with initiating on five new names (TXT, B, NCS, LECO, SNA). Coverage universe included more than 30 REITs from the apartment, student housing, healthcare, data center, residential and commercial mortgage sectors. Lenora. What's more, if … Constructed company investment cases by evaluating 1) growth opportunities (based on competitive positioning and company initiatives), 2) financial metrics (financial returns/health and cash flow), and 3) valuation. Published a research report that was distributed to institutional investors and picked up by Bloomberg and Reuters. Built and maintained detailed earnings forecast and cash flow models for financial institutions. Performed preliminary due diligence and vetting of issuers prior to investment banking transactions (e.g. Download this resume template. You have a talent for hunting down new investments in bonds, options, and stocks, and you always keep a close eye on the pulse of the global market. Provided key investment recommendation criteria through extensive company research, due diligence, industry analysis, financial modeling, competitor comparison and valuation analysis on 18 portfolio companies. Member of three person team issuing sell-side investment research on the wireless telecommunications services sector. The guidelines that we will be discussing are applicable to both the resume below as well as your own personal resume. Equity Research Associate Resume. The BURKENROAD REPORTS program has been featured in national financial media such as the Financial Times and the Wall Street Journal. Developed and maintained financial forecasting models for selected companies under coverage. Full Name [Street, City, State, Zip] | [Phone] [Email Address] Equity Analyst Career Profile. Extensive modeling of future revenue and earnings based on market research and company guidance in the small cap to mega cap industry, across all sectors. Assisted in writing hundreds of earnings updates, focus reports; performed diligence for new coverage prospects. Expanding clientele consistently, I have focused on customer service and satisfaction in order to keep all investors easy and relaxed while they rely on my predictions and … LH. Equity Research. An Equity Research Associate sample resume will highlight such skills as generating investment ideas through in-depth strategic, competitive, and valuation analysis, and maintaining detailed financial models with build-up analysis for companies under coverage and industry data. Prepared company / industry updates, idea generation of investment research reports, and company earnings reports. Evaluated new technologies and industry catalysts to predict impact on existing media business models. 273 Feil Walk. In the corporate world, employers expect an error-free and sophisticated resume, so make sure your formatting is clean and polished. 04/2015 – present. Financial Engineering And Industrial & Operations Engineering, Oil and Gas Exploration and Production and Oilfield Services (July 2009 -May 2011), International Business And Administration. Drafted 12 company initiations, three industry reports, quarterly earnings research reviews, and frequent pro-active research ideas for publication. Monitored and analyzed macro-economic and sector specific trends and evaluated company business strategies and competitive positions. Participated in management meetings, conference calls, and industry conferences. Assisted Senior Analyst to cover Imaging, Hard Disk Drives, and IT distribution companies and initiate coverage of five companies in PC and Enterprise Storage sectors. Variant Research produces proprietary equity research in a bottom-up, fundamental approach. Prepared and produced meeting notes, company related correspondence, memoranda and reports for distribution internally using Word, Excel and Intranet to be distributed firm-wide via Intranet system. Formulated and presented investment themes and stock specific buy, sell or, hold recommendations to institutional investor clients and internal sales force. Email Address: [[email protected]] 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 … Member of the large cap growth team supporting the Capital Growth and Growth Leaders funds Portfolio Manager at this investment advisor, to mutual funds, having $8B under management. Responsible for in-depth valuation and business performance analysis of commercial lenders, banks, closed end funds, leasing companies, consumer lenders and specific assets as the result of M&A activity. Published a comprehensive investment research report on Gulf Island Fabrication Inc., a publicly traded oil and gas services and equipment company. Initiated a Buy on previously uncovered company that produced a 50% return over nine-month span. Member of the Institutional Investors-ranked team covering the Semiconductor Capital Equipment sector that moved from Deutsche Bank to Citi. Passed three month probation period one month early and received a 10% salary raise directly after (first one since 08), Correctly modeled impact of high-speed rail on profitability of Chinese airlines, Built model analyzing shipping profitability based on daily tracking of BDI, WTI, USD/CNY exchange rate and company financial reports. Utilized data to guide model development and marketing analyses and presentations to investors. Perform financial analysis of businesses and conduct independent research including income status, balance sheet and cash flow. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, Analyzed SEC S-1 filings, performing in-depth analysis for upcoming Initial Public Offerings, Finance, Corporate Environmental Management, Built 179 financial models per year for buy and sell recommendations in various industries within the Healthcare, Energy, Industrials and Basic Materials sectors. Developed and maintained proprietary equity valuation models, including income statement, balance sheet, and cash flow projections. That's because quarterly earnings releases tend to be catalysts for stock price movements, as earnings announcements likely represent the first time in 3 months that a company provides a comprehensive financial update.Of course, research reports are also release… Equity Research Associate Resume Examples & Samples Support the senior Healthcare Services analyst and team in detailed coverage of over 18 companies The candidate will have a minimum of 2 years of experience in a Financial Services Capacity – Investment Banking/M&A/Equity Research preferred You can also use this resume if you’re recruiting for hedge … Established collaborative relationships with key company contacts to better understand their internal culture and processes to provide up to the minute insight to Senior Fubon Analysts. Communicated company recommendations and updates to equity sales. Responsible for coverage of 10 companies in the Discount Retail industry. Proficient in the Bloomberg, Gartner Dataquest and Thomson Reuters data systems to gather information and deliver customized reports as requested by the worldwide research department. 31/10/2019 . An Equity Research Associate does the same job as an Equity Research Analyst in producing factual reports based on the review of stocks, bonds, and other financial instruments, though the Associate may cover less companies and issue less reports each quarter than the Analyst. 11/2005 – 03/2010. An Equity Research Analyst produces a factual report based on his or her review of stocks, bonds, and other financial instruments. Knowledgeable and experienced equity research analyst with good command over market trends and investment courses. Traveled periodically to visit the senior management members of covered companies for due diligence meetings and research initiatives. • Team was ranked "Best of the Street" by The Wall Street Journal. Conducted detailed due diligence sessions for business, financial and accounting. Associate for Institutional Investor-ranked analyst, advising clients on 32 stocks in the transportation sector to elicit and sustain investor interest. Find out what is the best resume for you in our Ultimate Resume Format Guide. Summary : Equity Research Associate with over 15 years of experience examining macro and microeconomics trends that impact the investing environment and proven success in providing trading and investment professionals with deep insight into sectors, industries and individual securities by leveraging bottom-up and top-down sector analysis as well as … Communicated daily valuations and relative value in context of recommendation with trading and sales teams. Proficiency in compiling data resulted in delivery of company snapshot and investment research for the overseas subsidiaries (London, Shanghai and Hong Kong) in less than half of the time as previously expected. Skills . Jun 4, 2020 - Equity Research Cover Letter . Research Analyst Cover Letter Best Equity Research Analyst 10X EBITDA Private Equity Resume Template / Example (PDF) Who Should / Shouldn’t Use This Resume Template This resume template is designed for investment bankers, management consultants, and other current professionals recruiting for private equity roles. Collaborated with options strategists at SIG on structuring option trading ideas. Focused on the industrial and chemical sectors, as well as corporate spin-offs. Assisted with the preparation of industry reports and monthly publications, perform analysis, forecasting and modeling for sectors under coverage. The template in its as-is form is tailored specifically to entry-level professionals, whose current position is their first and only full-time job. Managed client relationships, with company visits and marketing meetings. Wrote detailed investment reports based on macro, micro and company specific catalysts. Equity Research Analyst January 2016 to Current Collins Advisory － Buffalo, NY. Created the database to integrate over 60 daily research reports and summarized company fundamental performance which increases efficiency for the research department by 90%. 82575 Ferry Villages. Click the button below to make your resume in this design. Motivated and results-driven analyst with deep expertise in financial analysis, emerging markets, with a passion for data analysis, seeking opportunities to develop business and make data-driven recommendations. Chief Financial Officer: Director Finance: Actuarial Analyst: Financial Planner: Financial Analyst: Investment Advisor: Project Manager: Equity Research Associate : Join us on Facebook Connect with us on LinkedIn Follow us on Twitter. Monitored industry data/news flow and analyzed the impact of key industry issues and trends on companies under coverage. Cumulative buy & sell recommendation performance significantly outpaced benchmark over four years; recognized by WSJ Online in 2008 for stock picking ability, Recruited by former CEO of Collins Stewart to expand research efforts at [company name], Vice President, Satellite Communications Equity Research Analyst (2001 - 2002)Associate, Aerospace and Defense Equity Research Analyst (1998 - 2001). JL. Evaluated trends across the Enterprise resource planning and Solar sectors and produced research aligned with the broader green energy and ERP scope of investors. Created possible target companies based on strategy including acquisition, joint venture, spinoff, divestiture, and IPO. Prepared investment review book and presented to the President of Clark University Endowment, Researched on "Spin-Offs companies" & "Top performing Sectors in S&P 500". Wrote Semi-annual investment strategy, Downgraded investment grade for shipping and Chinese airline companies; avoided 40% loss in capital, Maintained the CRM system and communicated recommendations to sales and institutional clients. Played integral role in revitalizing the UBS REIT franchise; ranked #4 in Institutional Investor in 2007, vs. #13 in 2005. Franchise recognized by top clients via research votes (team ranked #5 in Greenwich survey, 2011) and sales force evaluations. November 29, 2020 resume resume examples [First Name] [Last Name] Contact Address: [street] [Country] [City] [State/Province] [Zip Code] Contact Number: (012)-345-6789. Los Angeles, CA. This is one of the hundreds of Equity Research Analyst resumes available on our site for free. Equity Research Associate Resume. Dallas, TX. Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis. Communicated buy/sell/hold recommendations to the internal equity sales force and to institutional clients. Generated ideas, above $3B in market capitalization, in the sectors of Technology, Metals/Mining & Coal. equity research analyst Resume Examples. Analyzed and collected data from the SEC's filings, the company's proprietary database using SQL and, Conducted research on the investments and trends in a specific industry (softline retail, health and wellness, and restaurants), Answered inquiries from investors and personnel of the firm regarding individual securities. Responsible for interacting with clients, sales, and trading. Career Level: Student Industries: Banking, Finance Download Formats Included:.DOC A recruiter or hiring manager skims any given resume in an average of six seconds, so it’s vital to make sure all your analytical, research, and decision-making skills are written with the right keywords and laid out in a scannable design. Companies covered included COST, CVS, DG, FDO, KR, SWY, SYY, TGT, WAG, WMT, and WFMI. How To Write Good Examples … Collected, organized, and analyzed data for Quantitative research publications. Performed extensive industry, market and company research. Furnish insights, analytics and business intelligence used to advance opportunity identification, process reengineering and corporate growth. This is an example of a resume for a market research analyst position. Consolidated financial statement information using company reports and performed ratio analysis. When it comes to your education section of your resume, hiring managers only need few basic pieces of information from you which includes: Name & Location of your school The degree you obtained (if applicable) Conducted fundamental equity research on companies in railroads and electric utilities industries. Established investment strategies for hedge fund and separately managed accounts, (35 million of assets, top three student-managed investment funds in the world based on assets.). Leveraged relationships built on the buyside to establish new and grow current revenue opportunities for the firm. Interacted with institutional investors, investor relations, C-level corporate management teams and industry contacts. Equity Research Associate Resume Sample. Dallas, TX. An Equity Analyst Resume sample that depicts a wide range of responsibilities will be the most sought out resume while a hiring company looks out for a professional Equity Analyst position. 05/2014 – present. Describe your work experience Although, as a fresh graduate you probably haven’t been employed by many companies or haven’t worked as a Manager try to describe as many work experiences as possible. Created detailed financial models (P&L and CF) of companies with regional and product breakdown. Created and maintained detailed company financial statement models and industry models. Responsible for coverage of various companies in the Alternative Energy Technology, Apparel, Footwear, Independent Power Producers, Industrials, Infrastructure, Manufacturing, Real Estate, Specialty Retail - Hard Lines, and Utilities industries. Performed fundamental research and equity valuation for global non-profit fund manager withAUM ~$350B. Equity Research Analyst Resume Example + Salaries, Writing tips and Information. Responsible for research coverage of 16 companies in the Consumer/ Retail industry. Creating a strong Equity Research Analyst Resume is the first thing you need to do to grab the attention of hiring managers and recruiters while hunting for a Equity Research Analyst job. W. CAROL COX 777 E. 93nd Street, Apt. 10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. If you’ve held multiple jobs since graduation, you’ll need to reconfigure the resume a bit. Wrote and circulated internal memos to Senior Analysts and Institutional Sales, detailing investment ideas and rationale; assisted with the writing, editing, and publishing of research reports and notes. Researched and analyzed 20 human capital services stocks as part of a three-person team. Obtain series 7 and 63 licenses within 3 months of hire; 86 and 87 licenses within 6 months of hire. Select companies in coverage universe: Progenics, Adolor, CellDex Therapeutics, OMRIX, ZymoGenetics, Hythiam, Supported M&A due diligence by constructing DCF models, LBO models, sum-of-parts, and accretion/dilution analyses, Performed market sizing analysis to identify investment opportunities for covered industries, designed market research, Managed relationships across industry experts, public and private company executive teams, and institutional investors, Presented actionable investment ideas to internal sales forces, traders, and external institutional clients, Attended industry conferences; composed research reports including conference highlights and potential financial impact of covered companies for institutional investors, Built and developed financial statement models based on SEC filings, quarterly earnings releases and earning conference calls, Created and delivered presentations of industry and company analysis to institutional clients at investor conferences. Developed valuation models utilizing discounted cash flow, economic value added, relative multiple and fundamental multiple analysis, Produced equity research reports based on financial statement analysis, quantitative/qualitative research and sensitivity testing, Presented investment recommendations to panel of investment banking, investment management and academic professionals, Recommended purchase of Transocean, which returned 75% compared to energy sector's benchmark index of 19% over same period, Suggested investments and allocations for portfolio resulted in fund outperforming the S&P 500 index return by 4%, Initiated and maintained coverage on 25 small and mid-cap U.S. regional banks, Analyzed financial statements and maintained various complex bank valuation models via SNL Datasource, Communicated investment opinions to institutional and retail clients and major media outlets, Wrote biannual survey report on the state of the U.S. regional banking industry, Analyzed SEC reports, including, but not limited to, 10-K, 10-Q, and 8-K, to determine past trends and future outlook, Utilized comparative analysis to perform valuation on a universe of 15 companies within the consumer retail sector, Produced reports for quarterly earnings, rating changes, and critical company-related events to meet client demands, Assisted in initiating coverage for Wolverine Worldwide Inc., capturing 58% price appreciation since inception. Managed & fostered positive relationships with company management teams & clients, Analyzed company and industry trends to develop investment theses, Valued companies using relative and intrinsic value calculations; support ratings and price targets, Vetted companies to determine whether or not they are in-line with Citi's business interests. Initiated equity research coverage on seven publicly traded companies comprised of US and foreign IT services and SaaS, Created and maintained financial valuation models of public companies under coverage to project future revenue. Los Angeles. It should highlight your strongest assets and skills, and differentiate you from other can-didates seeking similar positions. Researched and wrote reports using Security & Exchange Commission filings and analyst-initiated models. Recruited to perform fundamental sell-side research for companies within Basic Materials space for institutional clients. Sole Associate supporting lead analyst in the equity research coverage of approximately twenty companies within the Pharma Services and Healthcare Distribution sectors. Equity Research Analyst Resume Samples. AZ. Avalon's mission is to offer objective and dependable fundamental research to its hedge fund, investment advisor, and institutional clients with portfolios ranging from $250 million to $100 billion. Generated over 80% accuracy on investment research calls for 2008, (finance) (management Information Systems), Appointed by business college as one of fifteen students to manage $1.5 Million of the University Endowment, investing in equities. Develop deep relationships and expand one’s network of clients in the investment management community; Develop and maintain relationships with investor relations personnel and management of companies under coverage Equity Sales. Over 15 years experience in a number of industry sectors, from investment services to hospitality to banking. Senior Equity Research Analyst. Head research analyst for Senior Management's new initiative providing investment opportunities in private listed companies on Second Market and SharePost. Enhanced understanding of local markets via visits to the region (Brazil, Mexico, Chile, Colombia), Communicated weekly with C-level management teams to review economic data gained from industry experts to determine future, Created and maintained detailed financial models to forecast earnings and cash flow as part of an intrinsic valuation framework for public companies under coverage, Fulfilled ten daily sales call quota to discuss valuation, driving forces, and market sentiment for companies under coverage with investment management teams, Coordinated logistics and escorted C-level management for one and two day non-deal roadshows to discuss the current business, Consistently led analyst group in various monthly sales metrics including outgoing sales calls and non-deal roadshows, which drove, Developed and maintained complex financial models, Identified investment opportunities by preparing thematic research reports as needed by clients, Completed more than 20 thematic research reports, Updated quarterly, monthly and annual reports to financial models, Prepared monthly and quarterly market reports, Member, European Property Team & U.S. Equity REITs covering 75% of industry's market size ($227 bn), Lead junior analyst responsible for 1 of 3 knowledge publications; Proactively reduced report generation time by 70%, Designed initiation reports, analyzing companies' investment points, markets & portfolios, fed 1500 clients globally, Autonomously created & published 'Property Ticker', our analysis of recent events, a daily subscription of 900 clients. 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