Equity Research Associate Job Description Template
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.