Equity Research Associate Resume Sample

Equity Research Associate Resume Sample Template

Equity research associate with strong financial modeling skills seeks an investment analysis role. This resume showcases a successful 3-year track record constructing detailed valuation models and authoring investment theses. Key qualifications highlighted include expertise in building 3-statement operating models in Excel, performing complex ratio and DCF analysis, writing sections of initiation reports, and presenting findings to senior portfolio managers. With deep public company valuation experience and fundamental analysis abilities, this candidate is poised to add value as an equity research analyst or associate.

Keanu Kline

Phone Number: (555) 123-4567 | Email: keanukline@email.com

Address: 123 Main St, Iowa City, IA 52240

##Professional Summary

Equity research associate with 3 years of experience analyzing public companies and industries to inform investment decisions. Skilled in financial modeling, valuation analysis, and authoring concise summaries of quantitative and qualitative insights. Seeking to leverage equity research expertise to grow in a fund management role.


  • Financial Modeling: DCF, Comps, Trading Comps, LBO models
  • Data Analysis: Excel, R, Python, Bloomberg, FactSet, CapIQ
  • Equity Research: Industry analysis, initiation reports, earnings reviews, SEC filings research
  • Presentations: PowerPoint, executive briefings
  • Finance: Valuations, discount rates, ratio analysis, forecasting

##Professional Experience

Equity Research Associate | Citadel LLC | Chicago, IL

January 2020 – Present

  • Construct 3-statement operating models for $500M+ public companies supporting buy/hold/sell recommendations
  • Perform industry deep-dives to explain upside potential and competitive threats for high-conviction stock ideas
  • Draft and edit sections of initiation and earnings review reports distributed firm-wide
  • Created 22 company models over 2 years for 4 senior analysts covering internet, fintech and cloud sectors

Investment Banking Analyst | Wells Fargo Securities | Des Moines, IA

June 2017 – December 2019

  • Executed DCF valuations, precedent transactions and LBO models for M&A and capital markets deals
  • Assisted senior bankers with pitch books, investor presentations, information memorandums
  • Developed expertise in financial analysis and modelling through involvement in 9 executed transactions

Finance Intern | John Deere | Moline, IL

June 2016 – August 2016

  • Forecasted revenues, gross margins and SG&A expenses for 3 product lines as part of annual budgeting
  • Documented process improvements related to variance reporting and month-end close practices


The University of Iowa

Bachelor of Business Administration in Finance, Economics Minor

  • GPA: 3.8
  • Treasurer of Investment Club, Hawkeye Student Investment Fund Member

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