Equity Research Resume Examples & Templates

You use clear metrics to show impact, like "improved consensus-adjusted revenue forecasts by an average of 6%" and "$120M in client AUM reallocation." Those numbers prove your analysis drove results, which hiring teams for an Equity Research Associate role value highly when assessing your ability to move client capital.

Your skills section names tools and methods hiring managers expect: DCF, three-statement models, Bloomberg, FactSet, Excel, and Python. That matches job needs for financial modeling and data sourcing, and it helps your resume pass applicant tracking systems that look for these exact keywords.

Your experience centers on technology and consumer coverage across Morgan Stanley and J.P. Morgan. That continuity shows deep sector knowledge and relevant coverage experience, which is key for a role focused on large-cap tech and consumer companies.

You use clear numbers to show results, like covering €150B market cap and achieving +18% analyst return versus benchmark. You cite model accuracy improvement of 22% and €320M in client trades. Those metrics make your contributions tangible and help hiring managers see your investment impact quickly.

Your skills section lists financial modeling, DCF, Bloomberg, Refinitiv, and VBA. Those tools match what equity research teams expect. Including both valuation techniques and data platforms boosts ATS hits and shows you can run models and pull market data for European consumer and industrial coverage.

You state six years covering European consumer and industrial sectors and note distribution to 200+ institutional clients. You also list presentations that drove executed trades. That sector focus and client-facing proof show you can build and sell investment ideas to institutional audiences.

Your resume uses clear numbers to show outcomes, like 45+ research notes, +3.2% buy-side P&L impact, and 28% higher institutional distribution. Those metrics show your work moved money and influenced clients, which hiring managers for a Senior Equity Research Analyst role value highly.

You highlight deep experience in large-cap technology and consumer sectors and show steady career growth from junior analyst to lead analyst. That sector match and clear progression align closely with the job's focus and signal you can own coverage and client relationships.

You list core technical tools and certifications, including financial modeling, Excel/VBA, Bloomberg, FactSet, and the CFA charter. Those skills match common ATS keywords and the job's requirements for valuation and forecasting expertise.

You show clear, measurable results tied to your roles. For example, your Goldman Sachs entry links sector research to £120M in client trades and Barclays notes five picks outperforming the sector median by 22%. Those figures make your case persuasive for an Equity Research Manager role.

Your skills list includes DCF, comps, financial modelling, Bloomberg, FactSet and Python pandas. Those tools match what hiring teams and ATS expect for UK and European equity research. That alignment helps you clear technical screens quickly.

The resume highlights client roadshows, briefings and new institutional relationships plus revenue-linked outcomes. Examples include a 30% expansion in continental Europe and £45M incremental flow. This shows you can turn research into client revenue.

You led a team of 12 analysts and implemented standardized valuation frameworks. That shows you can build and manage a regional research desk, a core need for a Director of Equity Research. The 18% reduction in forecast error and mentoring at J.P. Morgan back this leadership claim.

Your resume links research activities to revenue and client outcomes. It cites 25% growth in sell-side licensing revenue and US$1.2B reallocated to Latin America. Those metrics show you drive commercialization and client adoption.

You list equity valuation, macro-to-micro strategy, and alt-data integration. The note on boosting Q surprise hit-rate by 22% shows you can blend quant methods and fundamental work, which hiring teams often seek for this role.

You clearly built and led a team of 11 analysts and associates at Aztec Capital. You quantify team growth and coverage expansion, noting a 45% increase in coverage. Those specifics show you can scale research coverage and manage specialists, which hiring committees want for a Head of Equity Research role.

Your resume links research output to business results. You cite a 38% rise in subscription revenue and a 25% uplift in trading flows tied to ideas. Those metrics prove your work moved the P&L and influenced institutional clients, a key requirement for leading equity research.

You highlight a standardized valuation framework and model governance that cut errors by 70% and sped publication by 30%. You also list DCF, SOTP, and comps. Those points show strong modeling skills and process control, both crucial for directing a research team covering LatAm equities.