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Buy-side versus sell-side analysts

Equity Analyst

❶Buy-side versus sell-side analysts By Stephen D.

Equity Research Analyst/supervisor

Sell-Side Analyst Revisions
The Sell-Side Job Description
Equity Research Analyst

Led a 5-person business services team and served as lead analyst covering the education sector. Conducted fundamental research, interviewed management, built financial models, and published research reports. Private equity intermediary, providing innovative advising and consulting services which focuses on strategic solutions to industry-leading executives and private equity groups in seeking to acquire middle market company MMC.

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Create the perfect job-worthy resume effortlessly in just a few clicks! Build a Resume Now. Reviewed company reports and filings and analyzed financial statements to develop an understanding of company. Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.

Prepared research reports and presented investment recommendations to portfolio managers. Promoted to Senior Analyst within 14 months, compared to a company average of 30 months. Identified attractive IPO ideas and provided scenario-based DCF modeling, helping investors understand attractive new stock issuances. Trained 4 new analysts, building a strong team that was consistently chosen by sales representatives to speak with clients and prospects.

Responsible for portfolio selection, asset allocation, and trade execution for over 40 investment portfolios composed of stocks, bonds, and mutual funds. Met with clients to provide portfolio updates and recommendations based on evolving client objectives and reviewed portfolio holdings to ensure compliance with approved securities. Worked with Trust Officers to provide clients and prospects opportunities to use additional bank services and products.

Build a Resume Now. Finance, Corporate Environmental Management. Utilized a proprietary screening tool, developed by the team, for bottom-up stock idea identification.

Monitored news flow on the stocks in the assigned sectors for short term and long term impact on returns. Interacted regularly with sell-side analysts and respective company executives.

Collaborated with client development team in fund marketing and investor meetings. Consolidated financial statement information using company reports and performed ratio analysis. Researched market information using FactSet to conduct analysis on macroeconomic market, industries. Business Administration And Economics. Focused on the industrial and chemical sectors, as well as corporate spin-offs. Generated buy and sell recommendations for current and potential portfolio companies based upon detailed fundamental analysis.

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Skills often highlighted on the resume of an Equity Analyst include assisting in the research of equity positions for the GOP portfolio, and continually monitoring valuation metrics on fund securities, risk exposures, and developed exit/entry points for profit/loss targets.

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10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. Superior understanding and comprehension of industries, corporations, and equity markets, Demonstrated and proven the ability to model and present profitable investment themes and strategies in order to maximize investment returns in timely manner.

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Sample Equity Research Analyst resumes include skills like running domestic and international non-deal roadshows for large companies, and conducting client meetings with international institutional investors. Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. Upload your resume - Let employers find you. Equity Research Analyst - Buy Side. Schneider Capital Management - Wayne, PA Be the first to see new Buy Side Equity Research Investment Analyst jobs. My email: Also get an email with jobs recommended just for me.

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Private Equity Resumes and Buy-Side Resume Templates If you're new here, please click here to get my FREE page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking. Buy Side Equity Analyst jobs available on Apply to Analyst, Research Analyst, Upload your resume - Let employers find you. Wayne, PA Equity research experience at a buy-side firm. Schneider Capital Management, an institutional value investment firm located in the western suburbs of.