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Equity Research Analyst

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Title: Equity Research Analyst Author: City University of Hong Kong Last modified by: efkeithl Created Date: 7/5/2003 2:28:18 AM Document presentation format – PowerPoint PPT presentation

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Title: Equity Research Analyst


1
Equity Research Analyst
2
What is Equity Research?
  • Engage in primary and direct research in a
    coverage area as well as make investment
    recommendation
  • Gathering, analyzing, interpreting company and
    industry information
  • Drawing on the global network of equity,
    fixed-income, international, economic and
    political analysis

3
Quote From Advertisement
  • Advertisement 1 (Harding Loevner Management)
  • Title Portfolio Manager AssistantDaily
    activities include new account set-up,
    zero-defect pre-and post-trade processing, client
    reporting, administrative support to the
    portfolio manager, and client service. The
    position requires the ability to write and
    express yourself fluently
  • computer literacy with MS Office products,
    contact management software and investment
    software (i.e. Advent, PORT, APL) sound
    judgment a good general understanding of the
    investment industry. A college degree in Finance
    and/or Economics or five years investment
    industry experience is expected of all
    candidates.
  • Keywords asset, assistant, equities, equity,
    investment, management, portfolio

4
Adverisement 2
  • Career Moves, Inc.
  • Title Senior Relationship Manager /
    Institutional
  • Manager is also responsible for managing the
    activities of asset allocation, portfolio
    analysis and client relationship service. Work in
    conjunction with portfolio management and other
    areas of the division to respond to client needs
    and requests. Develop performance analyses of
    client equity and fixed income portfolios and
    assist on projects related to strategic planning,
    product development and other marketing
    infrastructure issues. To be considered for this
    position, you must have an overall 12 years
    combination experience in Investment Management,
    Asset Allocation, and Portfolio Management, most
    recently in a Senior Management capacity. Must
    have the ability to partner with all alliance
    groups within the organization in order to best
    serve the clients needs. Superior presentation
    skills. Demonstrated success in managing a team.
    CFA charter and AIMR membership required.
  • Keywords asset, cfa, cpa, endowments,
    foundations, institution, institutional,
    investment, management, manager, pensions,
    portfolio, relationship, sales, trader, trading

5
Advertisement 3
  • Ph.D. Search SelectionEvaluation of investment
    strategies, primarily from a quantitative
    standpoint, but also from a qualitative
    standpoint. Support a group of investment
    analysts from a quantitative standpoint (which
    includes building and / or refining models and
    databases, interpreting data, devising
    statistical measurements, etc.)
  • Requirements The candidate should have at least
    Ph.D. in computer science, mathematics, economics
    or statistics. The candidate should have 4
    years financial markets experience, with a
    focus in equities.
  • Excellent computer skills, including proficiency
    C / C and UNIX The ability to work
    independently, but within the context of a team
    environment. Impeccable oral and written
    communication skills.Keywords analyst, capital,
    equity, markets, new, quantitative, yorkTitle
    Quantitative AnalystLevel Asst. Vice President

6
General Job Nature
  •  Gather analyze data from various sources
    (company documents, SEC/regulatory materials,
    etc.
  •   Provide primary analytical support for
    analysts/senior analysts
  •   Perform financial and valuation analysis,
    generate financial models/forecasts
  •   Work closely with primary and secondary
    markets sales teams worldwide to ensure the
    maximum benefit of their daily analysis for
    clients

7
  •  Writing company industry reports notes on
    companies under coverage
  •    Write research reports evaluating earnings
    results, regular company updates based on
    meetings with management and development in the
    market place
  •    Build and maintain earnings cash flow
    models based on independent research, company
    sponsored earnings conference calls and
    discussions with senior management
  •    Recommend investment strategies based on
    company fundamentals, change in valuation and
    company and industry announcements

8
  • Interact with institutional retail salespeople,
    and institutional clients
  • Conduct intensive company and industry research
    through analysis of financial statements,
    markets, competitors, interaction with
    management, trade associations, etc.
  • Monitor company news and events, and maintain
    research databases

9
Specific Skills
  • 1. Analytic skill
  • 2. Interactive skill
  • 3. Teamwork building skill
  • 4. Strong financial background/working experience
  • 5. Strong business sense and macroeconomic view

10
Expected Career Path
  • The next logical career step for an Equity
    Research Analyst
  • You get on the buy-side or the principal
    investment side working for a fund who makes
    minority as well as majority investments in
    start-up companies.( need combination of
    transaction/deal experience as well as research
    experience.)

11
Expected Career Path
  • Analyst Trainee
  • Equity Analyst
  • Senior Analyst
  • Assistance Manager
  • Managing Director
  • CFO
  • CEO

12
Salary of an Analyst
  • Typically hired directly out of top undergraduate
    universities, this crop of bright, highly
    motivated candidates does the financial modeling
    and basic entry-level duties associated with any
    corporate finance deal.

13
  • When it comes to analyst pay, much depends on
    whether the analyst is in a particular state of
    US as an example, New York.
  • In this City, salary often begins for first-year
    analysts at 45,000 to 55,000 per year, with an
    annual bonus of approximately 30,000.

14
  • The End
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