Equity Analyst Resume
Equity analysts are the finance experts whose role is to study and analyze financial records of companies and predict their current value. They scrutinize financial reports and conclude financial worth of companies. Their job is to analyze the present and future financial condition of a company. They play an important role in the finance world and help companies and investors in deciding whether to invest in any projects or not. On the job, they interact with several investment agencies, read business news, and pay keen attention towards the rise and fall of the stock exchange market. To perform better research, they meet top management and discuss financial goals of the companies. The kind of knowledge they carry are very useful for banks, financial institution, insurance companies and securities firms.
A strong background in accounting and ability to stay updated with the industry trends and financial market are essential in this job. In addition, a certification as a Chartered Financial Analyst (CFA) is also needed.
Equity Analyst Resume Sample
Steve D. Yoon
2697 Abner Road
Washburn, WI 54891
Phone: 715-373-0517
Email: sdyoon@anymail.com
Career Objective:
Looking for an equity analyst position with a reputed investment and financial research group where I can perform analysis on various financial products and help customers develop a strong portfolio.
Summary of Skills:
- Strong knowledge of accounting and financial statement analysis
- Excellent analytical and quantitative skills and knowledge of financial market operations
- Skilled in performing analysis of financial statement and value investing
- In-depth understanding of equity investing and analyzing potential new investments
- Proficiency with advanced accounting software, Excel, and FactSet
- Outstanding quantitative and analytical skills
Work Experience:
Equity Analyst
Hawk Eye Investment Group, Washburn, WI
October 2014 - Present
- Analyzing past records of stock exchange market and developing financial models to help employer in forecasting growth and profitability
- Researching, analyzing, and estimating financial conditions of customers
- Planning and developing financial models and valuation analyses and drafting company reports
- Researching and developing new investment ideas and methodologies
- Educating customers through meetings and presentations on investment options
- Assisting customers in understanding financial market reports and planning portfolios
Equity Analyst
ABC Capital Partners, Washburn, WI
February 2013 - September 2014
- Evaluated financial reports of clients and recommended investment options
- Assisted in understanding future worth and suggested ways of improving it
- Met with clients and obtain better financial picture for analysis
- Conducted research on financial market and develop strong financial models for customers
- Evaluated investment portfolios and helped customers in optimizing them
- Assisted seniors in performing stock price valuations and suggested in investing in securities and equities
Education:
-
Bachelor's Degree in Finance
ABC University, Washburn, WI
2012
Reference:
On request.
See Also
