Equity Research Analyst Resume
Here is the Equity Research Analyst Resume example:
Jason Malm
2555 Flat Shoals Rd, Apt 1202
Buffalo, NY 14215
(555)-555-5555
[email]
Job Objective To secure a position as Equity Research Analyst with a well established organization.
Highlights of Qualifications:
- Broad knowledge of US financial products
- Wide knowledge of financial engineering, the US government market
- Excellent analytical and critical thinking skills
- Ability to grasp issues and offer innovative solutions
- Ability to recommend strategic investment ideas
- Ability to build good relationship with customer
Professional Experience:
Equity Research Analyst
TRC Group, Buffalo, NY
August 2005 – Present
- Supported and maintained portfolio managers and equity analyst in conducting company analysis.
- Effectively read company documents and reports.
- Discussed findings with management team.
- Updated the financial analysis and valuated work in database.
- Generated and created a variety of reports to assist the team in monitoring performance and trading.
- Performed and conducted ad hoc projects on an as-needed basis.
Equity Research Analyst
Robert W. Baird & Co., Buffalo, NY
May 2000 – July 2005
- Created and maintained financial models.
- Analyzed and monitored industry data spreadsheets.
- Presented and provided investment ideas to institutional clients.
- Communicated with senior management to obtain company and industry information.
- Provided effective information to institutional and retail salespeople.
Education
Masters Degree in Finance
University of California, Berkeley, CA
Bachelors Degree in Finance
Boston College, Chestnut Hill, MA
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- March 1, 2024Create Date
- March 1, 2024Last Updated
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