Equity Research Analyst Job Description Template

An equity researcher analyzes and provides financial insights on publicly-traded companies and/or sectors to facilitate investment decisions within fund allocations.
Hire a top equity research analyst now.
Toptal is a marketplace for top equity research analysts. Top companies and start-ups choose Toptal finance experts for their mission-critical finance projects.
Full
profile
William RutkoskeUnited States
William recently served as a portfolio manager at the Harvard endowment before becoming an entrepreneur-turned-freelancer. Prior to Harvard, he spent 11 years investing in public and private companies for a $2 billion family office after having advised companies on M&A and capital raising activities at Deutsche Bank. William enjoys working with interesting companies to help them maximize their value, all the while continuing his global travels.
[click to continue…]
Equity Research AnalystMergers & Acquisitions (M&A)Financial ModelingValuationThree Statement Operating Model
Hire
Full
profile
Ryan DownieUnited States
Ryan left the hedge fund equity research world to become a startup consultant since then he has helped clients raise more than $1.2 million in early stage capital. He loves the flexibility provided by consulting and the opportunities to help numerous promising young businesses. Ryan primarily reports to CFOs and startup founders as a consultant, having worked with executive management for large enterprises earlier in his career.
[click to continue…]
Equity Research AnalystFinancial Planning & Analysis (FP&A)Financial ModelingValuation
Hire
Full
profile
Christopher BluemUnited States
Chris has driven over $30M of incremental operating profit and recommended another $85M while creating strategic business cases for the C-suite. As a freelancer, he enjoys solving problems, analyzing data, building models, and driving value for companies' top priority projects. Chris has gained extensive experience in financial/strategic analysis, capital budgeting and valuation while working at both a F500 company and a global investment bank.
[click to continue…]
Equity Research AnalystFinancial ModelingThree Statement Operating ModelPricing Analysis
Hire
Full
profile
Craig IrvineUnited States
Craig is a senior financial professional with extensive leadership experience in multinational and startup environments. He has been recognized by peers and clients as an award-winning leader and successful business driver. After a successful corporate career in investment banking and financial advisory, he has moved to freelancing for its hands-on interaction helping companies achieve their strategic, operational, and financial goals.
[click to continue…]
Equity Research AnalystFundraisingFinancial Planning & Analysis (FP&A)ValuationMergers & Acquisitions (M&A)Financial Modeling
Hire
Full
profile
James Andrew WarnerUnited States
James has over 20 years of investment and financial advisory experience at the world's leading hedge funds, private equity funds, and investment banks. His expertise includes investment due diligence, valuation analyses, restructuring advisory, interim management, corporate development strategy, and portfolio risk management. As a freelancer, he enjoys helping a wide array of clients around the world solve complex financial issues.
[click to continue…]
Equity Research AnalystMergers & Acquisitions (M&A)ValuationThree Statement Operating ModelComparable Company Analysis
Hire
Full
profile
Alex GrahamUnited Kingdom
Alex is a London-based CFA who has had a career across the world. He enjoys freelancing to keep abreast of industry trends and to reinforce his experience from venture capital, consulting and bond/currency trading. With a technical skill set and an engaging communicative touch, he is proficient at valuations and market analysis. His breadth of work has ranged from projects with the Bank of England to helping a jewelry entrepreneur to fundraise.
[click to continue…]
Equity Research AnalystValuationFinancial ModelingMarket ResearchThree Statement Operating ModelFinancial Planning & Analysis (FP&A)FundraisingComparable Company AnalysisVenture Capital
Hire
Full
profile
Hassan EltorieUnited States
Hassan is an equity research analyst—providing strategy assessment and valuation to large-cap energy companies, hedge funds, and private equity firms. He started freelancing to apply his knowledge in valuation, M&A, competitive intelligence and corporate strategy to new clients. Organically, he built M&A (deals up to $1 billion) and corporate strategy capabilities at Reliant Energy. He is cited in business publications and has appeared on NPR.
[click to continue…]
Equity Research AnalystMergers & Acquisitions (M&A)Comparable Company AnalysisValuation
Hire
Full
profile
Chris BadaliVietnam
Over the past decade Chris has collaborated with investment banks including RBC, ScotiaBank, and Goldman Sachs and entrepreneurs alike. His creativity and passion have been enlivened since going freelance in order to realize his dream of living abroad. Chris routinely works closely with a range of clients that includes founders of pre-revenue companies and C-level executives at public issuers.
[click to continue…]
Equity Research AnalystThree Statement Operating ModelMarket ResearchFinancial ModelingComparable Company Analysis
Hire
Full
profile
Joe MattaUnited States
Joe has helped raise over $1B+ for a renewable energy project, advised on $500M+ in M&A deals, and invested in and managed several high-growth businesses across a variety of industries. As a freelancer, he is excited to work with startups and entrepreneurs to help them find ways to grow their business and raise money. He particularly enjoys food, fitness, travel, and tech businesses. In his free time, Joe is training for an Ironman.
[click to continue…]
Equity Research AnalystMergers & Acquisitions (M&A)Financial ModelingThree Statement Operating ModelFinancial Planning & Analysis (FP&A)Valuation
Hire
Full
profile
Puneet GandhiIndia
Puneet is a strategic financial adviser with 10 years of experience in investment banking (Goldman Sachs & UBS), equity research (an equity hedge fund, $1 billion AUM), and corporate finance (The Times Group). He's helped his clients raise more than $5 billion in capital across 3 M&A and 11 capital markets transactions. He also founded IsquareR—a financial research, analysis, and advisory firm—in 2014 which has served 20+ clients since inception.
[click to continue…]
Equity Research AnalystFinancial Planning & Analysis (FP&A)Financial ModelingMergers & Acquisitions (M&A)Market ResearchValuationRevenue & Expense ProjectionsThree Statement Operating ModelMarket Segmentation
Hire

The role of the researcher can be sell-side or buy-side. The former refers to analysts that are in a bank, or a broker, who offer paid research to institutional investors with a view to solicit the provision of further financial services. The latter will be analysts working directly within investment funds that generate investment ideas and strategies for its fund managers.

As the name suggests, this is a role traditionally applied to the equity class of assets. However similar research roles do exist within the commodity and fixed income space. The job description below can be tweaked to apply to such roles.

One quirk of equity research is that an analyst is not an entry-level position, as is a common title in other banking roles. An associate is actually the most junior position within the team and acts as an assistant to the analyst, who will have their name directly attributed to the published research reports.

Equity Research Analyst - Job Description and Ad Template

Company Introduction

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting. Also frame where the team and role fits into the organisational structure, as research teams can have different coverage hierarchies.}}

Job Description: Sell-Side Equity Research

The Equity Research department provides independent and objective investment research to the global investment community. It collects and analyzes financial information for stocks within {{list coverage sectors}}. Analysts within this team use this data to build financial models to explore future scenarios of the stocks on a company and wider macroeconomic level.

The ideal candidate will combine a strong quantitative skill set with a range of qualitative skills in order to effectively communicate their research in writing and verbally to clients. In addition, we seek someone with the highest level of ethical integrity.

Responsibilities

  • Create and maintain earnings, valuation, and industrial models for {{allocated number of stocks, or the name of the industry to be covered}}.

  • Analyze data to identify emerging opportunities and risks, justifying your reasoning.

  • Provide BUY/SELL/HOLD recommendations and present findings to the investment committee.

  • Assist in writing research reports with your findings, to be published to the community and media.

  • Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.

  • Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders.

  • Build relationships with investor relations teams of your portfolio companies. This will involve {{domestic and/or international}} travel.

  • Devise and perform your own primary research methods, keeping abreast of trends and sentiment in the market.

  • Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events. You will be expected to maintain a procedure protocol for escalating emerging news.

  • Maintain a public image for the firm at conferences/events. Communicate the company’s research, building its brand and referring potential new clients.

  • {{Add other relevant responsibilities here}}

Skills and Qualifications

  • Bachelor’s degree in finance, economics, financial engineering, statistics, or econometrics

  • Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modeling, asset allocation, and strategy research

  • Prior experience in financial services (2-4 years) within a “front office” role {{such as M&A, ECM, DCM, Sales & Trading or Equity Research}}

  • Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models

  • Platform experience within Bloomberg and {{one or more of: Morningstar Direct, Informa PSN, Facstet, Axioma, or Barra AEGIS}}

  • Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure

  • CFA is a plus

  • {{Foreign languages desirable for roles in Europe or Asia}}

  • Series 7 and 86/87 license is a plus. Unlicensed candidates will be sponsored, but expected to complete accreditation within a short timeframe

Hire equity research analysts now
  • Trusted by: