What makes this resume great
This resume is a strong example for an Equity Research role because it demonstrates a clear progression in relevant positions at top-tier financial institutions, showcasing both depth and breadth of experience. The candidate has a prestigious educational background from Wharton, which adds credibility. The skills listed are directly aligned with the requirements of equity research, including technical tools and analytical abilities. The resume also highlights both analytical and communication skills, which are crucial for success in this field. The inclusion of quantifiable achievements would further strengthen the resume.
Resume summary examples for Equity Research
Example #1
Strong Summary
Equity Research Analyst with 6+ years of experience at leading investment banks, specializing in financial modeling, valuation, and industry analysis. Proven track record of delivering actionable investment recommendations and in-depth sector reports. Adept at leveraging Bloomberg Terminal and advanced Excel to drive data-driven insights for institutional clients.
Weak Summary
I have worked in finance for a few years and am good at research and analysis. I know how to use Excel and Bloomberg and have written some reports.
Example #2
Strong Summary
Results-driven professional with a Wharton education and a history of supporting multi-million dollar investment decisions through rigorous equity research and data analysis. Skilled in presenting complex findings to senior stakeholders and clients.
Weak Summary
Graduated from Wharton and have done some research work. I can analyze data and talk to clients.
Example #3
Strong Summary
Experienced Equity Research Associate and Analyst with expertise in financial modeling, valuation, and industry trends. Recognized for clear, concise report writing and effective communication of investment ideas.
Weak Summary
Worked as an analyst and associate. I can write reports and talk about investments.
Resume achievement examples for Equity Research
Example #1
Strong Achievement
Developed and maintained financial models for 20+ companies, resulting in investment recommendations that outperformed the S&P 500 by 8% over a 12-month period.
Weak Achievement
Built financial models and made investment recommendations.
Example #2
Strong Achievement
Authored over 50 equity research reports, including sector deep-dives and earnings previews, which were cited by institutional clients in their investment decisions.
Weak Achievement
Wrote research reports and sector analyses for clients.
Example #3
Strong Achievement
Presented quarterly industry outlooks to teams of 30+ stakeholders, leading to the adoption of new investment strategies that increased portfolio returns by 12%.
Weak Achievement
Gave presentations about industry trends to my team.
Essential skills for a Equity Research
- Equity Research
- Financial Modeling
- Valuation
- Industry Analysis
- Investment Recommendations
- Excel
- Bloomberg Terminal
- Report Writing
- Data Analysis
- Presentation Skills
Resume best practices
Tailor Your Resume for a Equity Research
Customize your resume for the specific position you're applying for. Use keywords from the job description and highlight the most relevant experience.
Keep It Concise and Focused
Ideally, your resume should be one page (two if you have extensive experience). Focus on achievements and essential information and avoid fluff.
Use a Clean, Professional Format
Stick to a simple layout with consistent font, spacing, and section headings. Use bullet points for readability. Avoid overly decorative fonts or colors.
Start with a Strong Summary
Write a compelling summary or objective at the top that briefly outlines your background, key skills, and what you bring to being a Equity Research.
Emphasize Achievements Over Duties
Use bullet points to describe what you accomplished as a Equity Research, not just what you were responsible for. Include measurable results when possible (e.g., "Increased sales by 25% in six months").
Use Action Verbs
Start bullet points with strong action verbs like "Led," "Developed," "Improved," "Streamlined," to convey impact and ownership.
Highlight Skills and Tools
Create a dedicated skills section that includes technical tools, software, or soft skills relevant to being a Equity Research (e.g., Excel, Python, CRM systems, leadership, communication).
Include Education and Certifications
List your educational background and any relevant certifications or ongoing courses. Mention GPA if it’s strong (generally above 3.5) and you're early in your career.
Proofread Carefully
Avoid spelling or grammatical errors since they can be deal-breakers. Ask someone else to review your resume or use tools like Grammarly.