Equity research refers to the analysis and valuation of listed companies, so as to provide investment advice to institutional investors. Entry-level equity research analysts are generally responsible for supporting senior analysts in aspects such as industry research, financial modeling, report writing, and client communication. Although the work pressure is large, it can quickly understand the industry and accumulate financial modeling experience, which lays the foundation for future development. There are significant differences between buy-side and sell-side equity research. Equity research analysts need to consider switching jobs or further studies based on personal career planning and development needs.
main responsibilities of entry level equity research analysts
The main responsibilities of entry level equity research analysts include assisting senior analysts in industry research, building financial models, writing research reports, communicating with institutional investor clients, and interacting with the management of invested companies. Through years of work experience accumulation, analysts can be promoted to senior analyst positions or switch to portfolio management positions.
necessary skills for equity research analysts
The necessary skills for equity research analysts include financial modeling, writing skills, communication skills and attention to detail. Among them, financial modeling ability is the basis, you need to deeply understand financial statements and make reasonable earnings forecasts. Writing ability is also important. Concise and clear reports are helpful for analysts to quickly convey views to investors.
As an entry level equity research analyst, main responsibilities include supporting senior analysts in aspects such as industry research, financial modeling, report writing and client communication. Necessary skills include financial modeling, writing skills, communication skills and attention to detail. There are opportunities for future development and career change.