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Equity Research Analyst. What is Equity Research?. Engage in primary and direct research in a coverage area as well as make investment recommendation Gathering, analyzing, interpreting company and industry information
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What is Equity Research? Engage in primary and direct research in a coverage area as well as make investment recommendation Gathering, analyzing, interpreting company and industry information Drawing on the global network of equity, fixed-income, international, economic and political analysis
Quote From Advertisement : Advertisement 1 (Harding Loevner Management) Title: Portfolio Manager Assistant“Daily activities include new account set-up, zero-defect pre-and post-trade processing, client reporting, administrative support to the portfolio manager, and client service. The position requires the ability to write and express yourself fluently; computer literacy with MS Office products, contact management software and investment software (i.e. Advent, PORT, APL); sound judgment; a good general understanding of the investment industry. A college degree in Finance and/or Economics or five years investment industry experience is expected of all candidates. “ Keywords: asset, assistant, equities, equity, investment, management, portfolio
Adverisement 2 Career Moves, Inc. Title: Senior Relationship Manager / Institutional “Manager is also responsible for managing the activities of asset allocation, portfolio analysis and client relationship service. Work in conjunction with portfolio management and other areas of the division to respond to client needs and requests. Develop performance analyses of client equity and fixed income portfolios and assist on projects related to strategic planning, product development and other marketing infrastructure issues. To be considered for this position, you must have an overall 12 + years combination experience in Investment Management, Asset Allocation, and Portfolio Management, most recently in a Senior Management capacity. Must have the ability to partner with all alliance groups within the organization in order to best serve the clients needs. Superior presentation skills. Demonstrated success in managing a team. CFA charter and AIMR membership required.” Keywords: asset, cfa, cpa, endowments, foundations, institution, institutional, investment, management, manager, pensions, portfolio, relationship, sales, trader, trading
Advertisement 3 Ph.D. Search & SelectionEvaluation of investment strategies, primarily from a quantitative standpoint, but also from a qualitative standpoint. · Support a group of investment analysts from a quantitative standpoint (which includes building and / or refining models and databases, interpreting data, devising statistical measurements, etc.) Requirements · The candidate should have at least Ph.D. in computer science, mathematics, economics or statistics. · The candidate should have 4 years + financial markets experience, with a focus in equities. · Excellent computer skills, including proficiency C / C++ and UNIX · The ability to work independently, but within the context of a team environment. · Impeccable oral and written communication skills.Keywords: analyst, capital, equity, markets, new, quantitative, yorkTitle: Quantitative AnalystLevel: Asst. Vice President
General Job Nature ·Gather & analyze data from various sources (company documents, SEC/regulatory materials, etc. ·Provide primary analytical support for analysts/senior analysts ·Perform financial and valuation analysis, & generate financial models/forecasts ·Work closely with primary and secondary markets sales teams worldwide to ensure the maximum benefit of their daily analysis for clients
·Writing company & industry reports & notes on companies under coverage ·Write research reports evaluating earnings results, regular company updates based on meetings with management and development in the market place ·Build and maintain earnings & cash flow models based on independent research, company sponsored earnings conference calls and discussions with senior management · Recommend investment strategies based on company fundamentals, change in valuation and company and industry announcements
Interact with institutional & retail salespeople, and institutional clients • Conduct intensive company and industry research through analysis of financial statements, markets, competitors, interaction with management, trade associations, etc. • Monitor company news and events, and maintain research databases
Specific Skills: • 1. Analytic skill • 2. Interactive skill • 3. Teamwork building skill • 4. Strong financial background/working experience • 5. Strong business sense and macroeconomic view
Expected Career Path: • The next logical career step for an Equity Research Analyst: • You get on the buy-side or the principal investment side working for a fund who makes minority as well as majority investments in start-up companies.( need combination of transaction/deal experience as well as research experience.)
Expected Career Path • Analyst Trainee • Equity Analyst • Senior Analyst • Assistance Manager • Managing Director • CFO • CEO
Salary of an Analyst: • Typically hired directly out of top undergraduate universities, this crop of bright, highly motivated candidates does the financial modeling and basic entry-level duties associated with any corporate finance deal.
When it comes to analyst pay, much depends on whether the analyst is in a particular state of US as an example, New York. • In this City, salary often begins for first-year analysts at $45,000 to $55,000 per year, with an annual bonus of approximately $30,000.
