The job of an equity research associate is to support the lead analyst in the production of high-quality, actionable investment recommendations for clients. This includes conducting in-depth company and industry analysis, financial modeling, and preparing presentations. The equity research associate must be able to work independently and be a self-starter. He or she must have excellent communication skills and be able to clearly articulate investment ideas. The ideal candidate will have 2-3 years of experience working in equity research or a related field.

Equity Research Associate Job Responsibilities

  • Conducting in-depth financial analysis of companies in order to generate investment recommendations
  • Constructing detailed financial models to forecast future performance and identify trends
  • Building relationships with company management teams, sell-side analysts, and other industry sources
  • Keeping abreast of relevant industry news and developments
  • Working closely with the sales team to communicate investment ideas to clients
  • Assisting with the preparation of marketing materials


  • To conduct analysis of potential investments and provide recommendations to clients
  • To monitor trends in the marketplace and keep abreast of new developments in the industry
  • To prepare detailed reports on companies and industries for internal and external distribution
  • To liaise with investment bankers, fund managers and other professionals to generate leads and gather information
  • To maintain strong relationships with clients through regular communication and updates
  • To contribute to the team's success by working collaboratively and sharing knowledge

Equity Research Associate Job Skills & Qualifications Needed

  • A bachelor's degree in business, economics, or a related field is typically required for this position.
  • Equity research associates must have strong analytical and math skills.
  • They should be able to effectively communicate their findings to clients and other interested parties.
  • Familiarity with financial analysis software programs is also helpful.