Equity Research Analyst: CV guide, skills and keywords

Role snapshot

A Equity Research Analyst focuses on sector coverage, earnings models and published research. This page shows what to put on a Equity Research Analyst CV, which skills and keywords to include, how to write achievement bullets and which qualifications strengthen your application.

Professional summary starter

Equity Research Analyst with [X] years of experience in sector coverage, earnings models and published research. Strong in earnings modelling, sector and company research and valuation, using Bloomberg / Capital IQ / Refinitiv and Microsoft Excel (modelling). Known for [one measurable result] and for working closely with colleagues across finance and the business. Seeking a Equity Research Analyst role where I can add measurable value.

Replace each [bracket] with your own facts. Edit the wording until it sounds like you.

Core skills to show

Related keywords recruiters search for

Tools and standards

Achievement bullet ideas

Start each bullet with a strong verb and add a number, scale or time saved.

• Published [X] research reports on [X] companies with [X]% of recommendations beating the benchmark
• Maintained earnings models and updated estimates within [X] hours of results
• Presented ideas to [X]+ institutional clients
• Wrote [X] research reports or investment memos, with [X]% of recommendations outperforming the benchmark.

How to quantify achievements honestly →

Suggested CV structure

1. Professional summary
2. Experience
3. Education
4. Core skills and tools
5. Certifications
6. Key achievements
7. Languages, awards and optional sections

Quantify deal sizes, assets managed and investment results. List modelling and data tools you use daily.

Recommended certifications and skills