Equity Research Analyst Career

An equity research analyst plays an important role in financial investing. Their primary focus lies in offering necessary assistance to institutional or financial investors. Some of the important areas of focus for an analyst include stock recommendations, tracking government or industry involvement, financial modeling, and investment management. His/her portfolio will involve working with both sellers as well as buyers.

How to become an equity research analyst:

In order to become a successful equity research analyst, the minimum qualification is a bachelor’s degree in subjects like accounting, business administration, finance and statistics. Apart from the educational qualifications, any supporting project work focusing on corporate cash flow, accounting policies, financial reporting, and accounting procedures, will be an added benefit.

The next step will be to get an MBA degree in Finance or accounting or complete a certification course for Chartered Financial Analyst (CFA) successfully. The important aspect to remember is that a bachelor’s degree is not enough and one should have a minimum of 3 years of practical experience as well.

Equity research analyst career courses, training, programs:

The undergraduate courses provide knowledge of accounting, stocks and bonds, an overview of the share market, macro-economics, and equity and debt markets. One can even opt for specialized courses or certification courses in subjects like accounting, macro-economics, and statistics. An MBA or a CFA certification will further help in career growth.

Equity research analyst career schools/colleges, education:

The undergraduate programs help in imparting basic knowledge of finance, asset valuation, and portfolio management. Advanced programs like MBA or CFA programs impart detailed knowledge of derivative investments, economics, and equity management.

Top 5 colleges/universities:

Boston University

Cornell University

Georgia Institute of Technology

Creighton University

Louisiana State University

Equity research analyst job opportunities, salaries/pay:

According to data provided by various market research firms, the average compensation for an equity research analyst in the US varies from $60,000 to $110,000 annually. The average compensation for senior analysts varies from $100,000 to $180,000 annually. Apart from the basic pay, there are bonuses, which vary from $10,000 to $50,000 depending on the size of the firm, the job profile, and designation.

Category: Analyst Careers

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