Get the Job Mar 17 2011

How to Craft a Winning Equity Analyst Resume

By alina dizik

Equity analysts hold some of the most visible positions in the finance world, so a standout resume needs to reflect their high-profile role. To impress hiring managers, it's important to link the analyst's deep expertise in financial research to highly polished soft skills, say recruiters. Use your resume to help create your brand, suggests Richard Lipstein, a managing director at Boyden Global Executive Search in New York. "You need to create a persona," he says. "Equity analysts are successful because they market themselves successfully."

Related: So You Want to Be an Equity Research Analyst...

Highlight the Sector and Companies You Cover

While disclosing specific company names on a resume is taboo for some in finance, an equity analyst's resume should clearly define the scope of his or her previous experience.

"Be sure to include your specific sector, industry and companies [when allowable] that you have covered in your work," says John Crant, a career coach and founder of

Since many candidates' resumes are sorted by sector experience, have this information visible so it can be quickly gleaned from a resume, he advises. He further suggests that you create a short summary at the top of your resume that includes the range of your experience along with specific industry certifications and securities licenses.

Quantify Bullet Points

Hiring managers are eager to see proof of how you've been able to come up with successful analysis in the past. Create bullet points that include key metrics of past accomplishments and help to solidify your research expertise.

"When you write about your achievements, be sure to include numbers and analysis along with the results of your work," Crant says. "Think back to how your work [resulted] in recommendations to buy, hold or sell."

Demonstrate Access to Hard-to-find Knowledge

Anything available in "research-oriented media is already old news," says Ryan Jenkins at Matrix Defined Trusts, a New York-based firm that develops and provides investment trusts for financial professionals.

"This old news adds no value or meaningful insight, and thus uncommon knowledge is required to stay ahead of this news." He urges using the bullet points described above to convey that you can dig beyond what's readily available and find ways to know the scoop on your particular industry.

For example, notes Lipstein, having access to unpublished industry knowledge or reports can be a great way to show you're ahead of the game.

Show Long-Term Networks

Your ability to maintain long-term independent relationships with company managers or even suppliers outside of the company you're evaluating is important to companies that seek candidates with these types of relationships. While this type of information is not easily conveyed on a resume, companies are eager to see that you can maintain critical relationships that are required for top-notch analysis, says Jenkins.

At the bottom of your resume, list any industry accolades you've received and networks or organizations with which you're involved. Also, stress your ability to maintain long-term relationships in your summary section.

Demonstrate Your Communications Skills

Knowing how to convert highly technical finance information to language that a wide audience can understand is another important part of the job. Demonstrate this on your resume by really editing your written communication and avoiding any industry jargon. Despite the need for quantitative analysis, soft skills are a large part of the job, and recruiters really pay attention to how a resume is written. Be sure you've reviewed it several times to avoid any misspelled words or grammatical errors.

Convey Continuity in Research

Equity analysts need to make sure their resumes stress the continuity in their experience without "gaps in [producing] research or analysis," says Jenkins. "The more gaps we see in analysis [the more it] portrays a sense that the analyst has been wrong more than right." Instead, advises Lipstein, highlight achievements and successes in chronological order but keep the resume to no more than two pages, and, ideally, to one page.

"This would allow us to inquire as to their thoughts not only when they are correct in their assumptions but also determine their thought process when their call went a different direction," Jenkins points out.


As you write your resume, make sure it's more driven toward accomplishments rather than different responsibilities you've had at your job. Lipstein suggests avoiding any explanations of the actual roles you were in at previous employers. "What one does in equity research is not that much different from" one role to the next, he says.

Write to Alina Dizik

Related: So You Want to Be an Equity Research Analyst...

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