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Equity Analyst Resume Sample Three

999 Main Street, Any Town, NY 99999
home: 999-999-9999
cell: 999-999-9999
e-mail: email@gmail.com

ROBERT WHITE

SUMMARY

10+ years of experience with long and short equity hedge fund, specifically as an equity research associate and junior analyst. Superior understanding and comprehension of industries, corporations, and equity markets, Demonstrated and proven the ability to model and present profitable investment themes and strategies in order to maximize investment returns in timely manner. Many recommendations lead to above average investment returns from both a buy and sell side perspective. Investment perspective on domestic and international equity, domestic and international fixed income, emerging markets, distressed debt and commodities.

CORE COMPETENCIES:

  • Identifying Market Trends (Multi-Sector)
  • Highly Analytical, Detailed and Intellectual
  • Clear and Comprehensive Report Writing
  • Strong Written and Verbal Communication
  • Qualitative and Quantitative Analysis and Modeling
  • Reliable, Driven, Respectful, and Friendly
  • Obtaining and Disecting Volumes of Research
  • Excel, Word, Thomson One, GSEC, and Axys
  • Superior Knowledge of Company and Industry Specifics
  • Conversational Spanish

CAREER BACKGROUND

ABC Inc., Any Town, New York
Equity Analyst 2006 to 2010

  • Perform fundamental research of the Health care, Energy, Consumer Durables, Retail and Transportation. Formulate and hold an opinion on the previously mentioned sectors and a general thesis on over 50 of the most commonly held stocks in our company.
  • Meet with sell-side Wall Street Economists, Strategists, and Equity Analysts covering a variety of sectors and market caps.
  • With the fundamental knowledge, support Senior Portfolio Managers and Company Directors with buy and sell ideas as well as news and opinions of existing equity holdings.
  • Conduct weekly presentations to Senior Portfolio Managers, Directors and Sales personnel outlining pressing economic concerns, market, and company specific news. Present buy and sell ideas, take questions regarding previously mentioned ideas, and address questions and concerns Managers, Officers, and Sales personnel are fielding from their client.
  • Within the aforementioned sectors, formulate buy and sell ideas. Our process outperformed the S&P 500 consistently.

XYZ Corp., Any Town, New York
Equity Analyst 2004 to 2005

  • Performed fundamental analysis on Health care companies for a hedge fund and presented investment ideas to portfolio manager.
  • Interfaced with sell-side research and consultants to screen investment ideas.
  • Managed the due diligence process by interviewing company management teams, analyzing financial filings, trade publications, sell-side research and other sources.
  • Created and maintained financial models in MS Excel.
  • Conducted channel checks in various cities and evaluated consultant’s channel check research.
  • Attended investment conferences and analyst day meetings to meet with management teams and to source new ideas.
  • Built and managed a 15-stock $10 million sub-portfolio using a value oriented approach.

BCD Inc., Any Town, New York
Equity Analyst, Restaurants 2002 to 2004

  • Initiate in-depth company coverage and conduct proprietary research on retail sector.
  • Meet with company management and arrange client meetings.
  • Advise clients on company and industry developments through management meetings and industry conferences.
  • Work closely with the chief economist, chief market technician, and head of research sales to determine suitability of buy, neutral, and sell ratings.
  • Review SEC documents and trade and industry publications.
  • Perform weekly channel checks nationwide.
  • Ranked 1 (out of 10 analysts).

EDUCATION

  • Bachelor of Business Administration, International Business Finance – University Pennsylvania

DESIGNATIONS, LICENSES, SKILLS

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