Equity Analyst Resume Sample

Equity Analyst Resume Sample Template

The equity analyst resume sample presents expertise across financial modelling, DCF analysis, stock research, financial statements, company valuations and recommendations to institutional investors. Use this example to help craft your resume that stands out for equity research roles with leading asset managers and investment banks.

Beau Pollard

Phone: (812) 555-1234

Address: Indianapolis, IN

Email: bp@email.com

Professional Summary

Equity research analyst with 5 years of experience analyzing public companies in the technology and consumer sectors. Skilled in building detailed financial models, performing due diligence and preparing investment recommendations grounded in rigorous analysis. Holds the Chartered Financial Analyst (CFA) designation.


  • Financial Modeling and Valuation
  • Investment Analysis
  • Financial Statement Analysis
  • Data Analysis
  • Verbal and Written Communications


Equity Research Analyst, Morgan Stanley (New York, NY) | 2017 – Present

  • Publish high-impact equity research driving $50+ million in annual trading activity
  • Build 3-statement models forecasting revenues, expenses and cash flows over 10+ year periods
  • Value coverage universe of 12 stocks using DCF, comps and other methodologies; issue investment ratings and price targets
  • Ranked top 5% out of 150 analysts globally 3 years running for accuracy of EPS estimates
  • Present quarterly results analysis and recommendations to institutional investor clients

Investment Banking Analyst, JP Morgan (New York, NY) | 2014 – 2017

  • Executed 9 IPOs, secondary offerings and M&A transactions valued at over $5 billion
  • Assisted pitch teams in winning 6 new mandated transactions through in-depth market analysis
  • Worked on cross-functional deal teams performing due diligence, building complex LBO models and creating investor documents


  • CFA Charterholder – 20XX
  • Bachelor of Business Administration – Finance Focus (2018)

Volunteer Work

  • Financial literacy tutor for high school students in Indiana (2021 – present)

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