Equity Research Analyst

Company Description
The role of an equity analyst is to analyze financial data and public records of companies, and use this analysis to determine the value of the company’s stock and to predict the company’s future financial picture. This job is focused heavily on research and analysis. Most equity analysts are employed by brokerages or financial firms.
Job Description
The position of an equity analyst involves much research and writing of reports. On a daily basis, equity analysts can expect to:
Analyze both buy-side and sell-side securities
Use computer programs and tools including Word, Excel, Bloomberg, the Internet, and Reuters
Adapt one’s analysis to specified formats, templates, styles and deadlines when creating reports
Communicate well both in writing and orally
Collaborate with other team members and share information and insights
Be knowledgeable about a wide range of companies
Maintain a large list of independent sources/contacts for information
Respond to breaking news developments on companies within one’s sector
Qualifications
MBA
MBA with concentration in Financial Analysis
Master of Science in Finance (with or without concentration in Financial Analysis)
Master of Science in Financial Analysis
Graduate-level coursework that one can expect to take in preparation for a career as an equity analyst includes:
Economic theory and applications
Managerial accounting
Financial statement analysis
Investment and portfolio management
Statistics
Ethics in management decision
Certification as a Chartered Financial Analyst (CFA) offered by the CFA Institute is optional but recommended