Equity Research Associate Job Description Overview

One of the most important things you need to know about an equity research associate job description is the key requirements, duties, responsibilities, and skills that are needed for the job. Some of the key requirements may include a bachelor’s degree in business or finance, two years of experience in financial analysis, and excellent communication skills.

The duties of an equity research associate may include conducting financial analysis of companies, writing research reports, and presenting findings to clients. The responsibilities of an equity research associate may include managing client portfolios, developing investment strategies, and providing recommendations to clients.

The skills that are needed for an equity research associate may include strong analytical skills, attention to detail, and the ability to work independently. If you have the key requirements, duties, responsibilities, and skills that are needed for an equity research associate job description, then you may be well on your way to a successful career in this field.

Equity Research Associate Job Description

We are a leading provider of equity research and investment analysis. We offer a comprehensive suite of products and services to institutional investors, including independent research, data, analytics, and market intelligence. With more than 20 years in the industry, they have built a reputation for integrity, objectivity, and independence.

Job Description:

The Equity Research Associate will be responsible for supporting the senior equity research analysts in all aspects of their work. This includes conducting detailed financial analysis on companies in various industries, attending company earnings calls and investor days, writing research reports, and maintaining model portfolios.

The successful candidate will have strong analytical skills and experience working with financial statements. They should also be able to handle multiple projects simultaneously and be comfortable working in a fast-paced environment.

The Successful Applicant:

  • A minimum of two years’ experience working in equity research or a related field
  • CFA designation or progress towards obtaining it preferred but not required
  • Strong analytical skills with experience working with financial statements
  • Ability to handle multiple projects simultaneously and work well under pressure
  • Excellent written and verbal communication skills

Offer Details:

  • This is a full-time position based in New York City with a competitive salary and benefits package.

Equity research analyst job description

We are rapidly growing investment bank that provides M&A and capital markets advisory services to middle market companies. The firm has a team of experienced professionals who have closed over 100 transactions totaling more than $10 billion in value.

Job Description:
The equity research analyst will be responsible for the following:

  • Conducting industry and company research to support the firm’s M&A and capital markets activities
  • Preparing detailed financial models and analyses to support the firm’s transaction origination, execution, and financing activities
  • Participating in all aspects of the deal process, including client presentations, due diligence, negotiation of transaction documents, etc.
  • Supporting the development of marketing materials (e.g., pitch books)
  • Assisting with the management of due diligence processes
  • Coordinating with third-party service providers (e.g., accountants, lawyers) during transactions
  • Supporting post-transaction activities such as integration planning

The Successful Applicant:
The successful candidate will possess the following attributes:

  • A bachelor’s degree in business, finance, accounting or a related field; advanced degrees are preferred but not required
  • 1 – 3 years of experience working in investment banking, private equity, management consulting or a related field; experience in equity research is preferred but not required
  • Strong analytical and financial modeling skills * Excellent written and verbal communication skills * Ability to work independently and as part of a team * Strong attention to detail * Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) * Experience with Microsoft Access or other database applications is preferred but not required

Offer Details:

  • Compensation will be commensurate with experience levels.
  • Full benefits package will be provided including 401k matching program and medical/dental/vision insurance coverage.
  • Generous paid time off policy.

Equity research analyst description

We are leading provider of financial research and data. They offer in-depth coverage of companies, industries, markets, and economies around the world. Their products and services are used by institutional investors, hedge funds, mutual funds, and individual investors.

Job Description:

  • Conduct detailed financial analysis of companies in order to make investment recommendations to clients
  • Write research reports on companies and industries that are easy to understand yet still provide key insights
  • Meet with company management teams and attend industry conferences in order to gain a better understanding of businesses
  • Stay up-to-date on developments in the markets and economy as a whole in order to identify opportunities and risks for clients
  • Work collaboratively with sales team members in order to generate new business from existing clients and attract new ones

The Successful Applicant:

  • 3+ years of experience as an equity research analyst or similar role at a bank, asset management firm, or other financial institution
  • CFA designation or progress towards obtaining it preferred but not required
  • Strong analytical skills with the ability to quickly understand complex businesses
  • Excellent writing skills with the ability to clearly communicate ideas to others
  • Self motivated with the ability to work independently as well as part of a team Offer Details: – Salary will be commensurate with experience – Bonus potential – 401k + match – Full benefits package including competitive medical plan

Private equity research analyst job description

We are a $2B+ private equity firm focused on middle market companies. They have a team of 30 professionals and are looking to add an analyst to their research team. The firm invests across industries with a focus on healthcare, business services, and consumer/retail.

Job Description:

  • The analyst will work closely with partners and senior associates in all aspects of the investment process including deal sourcing, due diligence, transaction execution, and portfolio company management
  • Assist in the development and refinement of investment thesis’, industry landscapes, market maps, target company lists, etc.
  • Conduct comprehensive financial analysis including creating detailed projections models to support investment decisions
  • Lead portions of the due diligence process including coordinating with third party experts (e.g., consultants, accountants), developing diligence plans, conducting reference calls/management meetings, etc.
  • Draft internal memos summarizing findings from due diligence as well as external pitch materials used to market transactions to co-investors
  • Monitor portfolio companies post-investment including attending Board meetings (when possible), preparing quarterly reports for review by Board members and LP’s, assisting with annual budgeting/planning processes, etc.

The Successful Applicant:

  • 1-3 years of relevant experience (preferably at a top consulting firm or PE fund)
  • Demonstrated ability to think independently and solve complex problems through rigorous analysis; comfort working in ambiguity
  • Strong academic credentials from a top university; MBA or CFA preferred but not required
  • Exceptional quantitative skills; ability to build detailed financial models from scratch using Microsoft Excel
    private equity research analyst job description [What you will do:, What you need to succeed:]

What you will do: What you need to succeed:

  • Serve as the main point of contact between clients and the rest of the internal team 3+ years B2B SaaS customer success or account management working with accounts Empower customers
  • Take ownership Excellent written communication skills New accounts Liaison Webinars One on one consultations Stay in touch Build Cross functional improvement projects
  • Represent voice Partner Product Team Roadmap Upsells & cross sells Quantitative skills Financial modeling
  • Rigorous analysis University degree CFA or MBA preferred but not required Strong Excel skills
  • Consulting Firm experience 1 – 3 years Previous experience in strategy consulting advantageous Presentation Skills Voice Of The Customer influence


The equity research associate job description can be a great starting point for your job search. It’s important to remember that each company will have different requirements and duties, so it’s always best to tailor your resume and cover letter specifically for the position you are applying for. I hope this blog was helpful and gave you some ideas on what to include in your job applications. Good luck in your search!

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