Equity Analyst Job Description Template
The equity analyst is responsible for monitoring and assessing the performance of publicly traded companies in order to provide investment recommendations to clients. The analyst uses both quantitative and qualitative analysis techniques to identify under- or over-valued stocks, as well as companies with good prospects for future growth. In addition to maintaining up-to-date knowledge of the financial markets and economic trends, the equity analyst must be able to effectively communicate their findings and recommendations to clients.
Equity Analyst Job Responsibilities
- Conduct analysis of publicly traded companies, including financial statement analysis, valuation analysis, and other analyses as needed
- Prepare reports detailing findings and recommendations
- Present findings and recommendations to clients or management
- Monitor developments at assigned companies and update reports as needed
- Maintain knowledge of current industry trends and developments
Objectives
- To conduct research and analysis on potential investments in the equity markets, including stocks, bonds, and other securities.
- To develop investment recommendations based on findings from research and analysis.
- To provide guidance to clients or portfolio managers on making investment decisions in the equity markets.
- To monitor portfolios of investments in the equity markets and make adjustments as needed to maximize returns and minimize risk.
- To keep abreast of developments in the equity markets and economic conditions that may impact investment decisionmaking.
Equity Analyst Job Skills & Qualifications Needed
- A bachelor's degree in business, finance, or a related field is typically required for this position.
- Equity analysts must have strong analytical and research skills. They must be able to identify trends and make recommendations based on their findings.
- Strong communication skills are also necessary as equity analysts often present their findings to clients or senior management.