9 Equity Research Resume Examples for 2025

Creating effective equity research resumes can be challenging. This article provides proven resume examples and strategic advice. Learn how to highlight financial analysis skills, showcase relevant experience, and emphasize industry-specific knowledge. Make your resume strong and targeted for investment firms.

  Compiled and approved by Diana Price
  Last updated on See history of changes

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At a Glance

Here's what we see in the best resumes for equity research jobs.

  • Show Impact With Numbers: The best resumes show clear impact with numbers. Use metrics like profit increase, cost reduction, portfolio growth, and investment yield. These measures help show your value.

  • Include Relevant Skills: Include skills on your resume that you have and are mentioned on the job description. Some popular ones are financial modeling, valuation techniques, data analysis, Bloomberg Terminal, Excel. But don't include all of them, choose the ones you have.

  • Customize Resume For Job Level: Junior roles focus more on entry-level skills. Senior roles need achievements like leading projects and managing teams. Adjust resume to fit the role.

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Position your education correctly

For equity research roles, where and how you place your education section can make a strong impact. If you are new to the workforce or have recently completed a higher degree relevant to finance or analysis, show your education at the top. This highlights your academic credentials and knowledge of financial modelling and market analysis, which are crucial for these roles.

However, if you have been working in equity research or similar fields, your work experience should lead. Your academic background still matters, but your hands-on experience with financial reports, market trends, and valuation techniques will capture a hiring manager's attention more effectively at this stage.

Highlight technical skills

Equity research roles often require proficiency in financial software and analytical tools. List specific software you are proficient in, such as Bloomberg Terminal, FactSet, or Excel-based financial modeling.

Additionally, focus on quantitative skills. Highlight any experience you have with financial analysis, forecasting, and valuation methods. These details can set you apart from other candidates.

Ideal resume length

For equity research positions, you will want your resume length to reflect your experience clearly and concisely. If you have less than 10 years of experience, aim to fit your resume on one page. This helps you to show what's most valuable in your background without overwhelming the reader. Senior-level professionals with more depth in equity analysis may use two pages. This allows room to detail their comprehensive work history and analytical successes.

Remember, it's important to keep your resume as brief as possible while making sure the most relevant information stands front and center. You need not list every task ever performed; focus on impactful achievements and responsibilities that align closely with equity research. Also, ensure your most compelling experiences and skills are on the first page, as this is prime real estate that catches a hiring manager's attention immediately.

Showcase reports and publications

Include a section for reports and publications if you have authored any in the finance field. Provide links or brief summaries to illustrate your analytical skills and industry knowledge.

If you have presented findings to clients or at conferences, mention these experiences as well. They demonstrate your ability to communicate complex ideas clearly and persuasively.

Beat the resume screeners

When you apply for a job in equity research, your resume might first be read by a computer program called an Applicant Tracking System (ATS). To make sure your resume gets seen by a human, you need to format it in a way that the ATS can read.

Here are things you should do:

  • Use standard section headings like 'work experience' and 'education' so the ATS can find your information easily.
  • Include keywords from the job description such as 'financial modeling', 'valuation', or 'equity analysis'. This shows you have the skills needed for equity research roles.

Keep your resume clear and simple. Do not use tables or images that the ATS might not understand. Write your job titles and skills in a way that people in this field will recognize. For example, say 'equity analyst' instead of just 'analyst'. This will help your resume pass the ATS and reach the hiring manager.

Make your resume fit the job

You need to show you are right for equity research. This means your resume must talk about your skills, know-how, and experience that match the job. Think about what matters in this field and add these things to your resume.

  • Show you understand financial modeling and valuation by giving examples like built DCF models to evaluate stock performance.
  • If you're aiming for a senior spot, talk about how you've led before. Say things like managed a team of 10 analysts clearly.
  • Coming from a different job? Match up your skills. If you worked with data, say analyzed sales data to forecast trends, because this is key in equity research too.

Highlight your analytical skills

When you apply for jobs in equity research, you should show you can analyze financial data. Here are skills you need:

  • Financial modeling
  • Valuation techniques
  • Quantitative analysis
  • Equity valuation
  • Bloomberg Terminal proficiency
  • Statistical software knowledge
  • Excel skills
  • Financial reporting
  • Investment thesis articulation
  • Industry-specific knowledge

Include these skills in a dedicated section. This helps with applicant tracking systems (ATS) that employers use. You do not need all these skills, but include the ones that match the job you want. If you have done work that shows these skills, list it under your job experience too. This makes your resume strong for equity research jobs.

Highlighting numerical impact

When you want to show your value, numbers speak louder than words. It's important to use clear metrics to illustrate your impact. This not only makes your achievements more tangible but also easier to understand for hiring managers. Think about the figures that matter in equity research and how you can quantify your contributions.

Consider these examples:

  • Increased portfolio returns by 15% year-over-year
  • Identified 20+ undervalued stocks over a quarter that outperformed the market
  • Reduced financial model errors by 30% through meticulous data analysis
  • Streamlined report generation, saving 10 hours per week on average
  • Enhanced forecasting accuracy by 25% with advanced econometric models
  • Provided research that influenced $500 million in investment decisions
  • Improved client satisfaction scores by 20% through detailed and actionable insights
  • Contributed to a 5% increase in the firm's market share by supporting senior analysts

To find your metrics, review your work and look for areas where you made a clear difference. Did you help to grow assets under management (AUM)? Did your reports reduce the time needed to make investment decisions? Any figure that shows your ability to analyze data, forecast market trends, and contribute to financial strategies will be crucial. Remember, these numbers will help a hiring manager see your precise effect on your team and the business.

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