Equity Research Analyst Job Description Template

Finding a skilled equity research analyst begins with an engaging job description. If your post is concise and straightforward, you will attract great candidates for the job. It is essential to give them an idea of your company culture and bulleted lists of the objectives and qualifications for the equity research analyst roles and responsibilities. The most compelling job descriptions are clear and detailed, keeping readers engaged and helping them envision what it would be like to work at your firm. This guide will assist you in crafting a job description that meets your organisation's needs and attracts top talent.

What does an equity research analyst do?

Equity research analysts provide organisations with in-depth economic analysis and insights into publicly traded companies. They analyse fiscal data, prepare detailed reports and make recommendations to investors, fund managers and other company stakeholders.

The primary role of equity research analysts is to analyse financial statements, perform valuations and develop economic models to forecast future performance. Their ability to interpret complex financial data and predict market movements is key to identifying investment opportunities and managing risks.

In India’s dynamic economic landscape, where market volatility is high, their expertise helps them understand market trends, make crucial investment decisions and provide the analytical foundation for investment strategies.

Do note that equity research analysts are different from financial analysts. While financial analysts focus on broader economic planning and analysis, equity research analysts specialise in stock evaluation and investment opportunities. Based on the research provided by equity research analysts, portfolio managers (another similar job role) manage investment portfolios and make buy/sell decisions.

Job Description: Template

We are seeking an experienced equity research analyst to join our team at [Company X].

As an equity research analyst, your role is pivotal in providing insightful and actionable investment research to our firm. You will conduct thorough research, analyse financial data and provide actionable investment recommendations. The ideal candidate is a detail-oriented professional with strong analytical skills, a passion for economics, and a keen understanding of financial market dynamics in India.

If you excel in conducting in-depth research and providing insightful analysis on equities, we invite you to join our team. We offer a competitive salary, dynamic work environment, professional growth opportunities and comprehensive employee benefits.

Objectives of this role

Conducting comprehensive research and analysis on companies, industries and market trends to identify investment opportunities.
Preparing detailed equity research reports, including financial models, valuation analyses and investment recommendations.
Collaborating with portfolio managers and other investment professionals to support the investment decision-making process.
Building and maintaining financial models to forecast company performance and assess valuation metrics.
Communicating research findings and investment recommendations through written reports and presentations to internal and external stakeholders.
Attending company meetings, industry conferences and investor presentations to gather information and insights.
Monitoring and analysing financial news, earnings reports and market developments to stay informed about the latest trends and changes.

Your tasks

Analyse financial statements, including income statements, balance sheets and cash flow statements, to assess company performance and economic health.
Conduct qualitative and quantitative analyses of companies, including financial modelling, competitive positioning, management quality and market potential.
Develop and maintain investment theses and models for companies under coverage.
Prepare and deliver presentations to investment committees, clients and stakeholders.
Maintain a comprehensive database of research materials and industry information.
Participate in company earnings calls and investor conferences.
Collaborate with internal teams to provide market insights and support client interactions.
Provide timely updates and revisions to research reports and recommendations, based on new information and market developments.

Required skills and qualifications

Bachelor’s degree in Finance, Economics, Accounting or a related field.
Demonstrable experience as an Equity Research Analyst, Financial Analyst or similar role with a minimum of 3 years in equity research or investment analysis.
Strong understanding of financial markets, investment strategies and valuation methodologies in the Indian context.
Excellent analytical and quantitative skills, with the ability to interpret complex data.
Proficiency in financial modelling, valuation techniques and equity research tools (e.g., Bloomberg, FactSet).
Advanced knowledge of MS Excel and other commonly used financial software.
Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
High level of attention to detail and accuracy in work.
Ability to work independently and collaboratively in a fast-paced environment.

Preferred skills and qualifications