Equity Research Associate Job Description

What is the job description of an Equity Research Associate? What are the duties and responsibilities of an Equity Research Associate? What does an Equity Research Associate do?

Job description of an Equity Research Associate

Equity Research Associates are tasked with analyzing securities, conducting investment research, evaluating equity investments, conducting industry-specific surveys, generating proprietary reports, and producing financial models.

This Equity Research Associate job description example includes the list of most important Equity Research Associate duties and responsibilities as shown below. It can be modified to fit the specific Equity Research Associate profile you're trying to fill as a recruiter or job seeker.

Equity Research Associate Duties and Responsibilities

Equity Research Associate job description should contain a variety of functions and roles including:

  • Creating financial modeling charts.
  • Providing investment recommendations.
  • Researching and analyzing securities data.
  • Generating reports.
  • Simplifying dense and complex financial data.
  • Compiling financial statement analysis.
  • Monitoring market systems and performance.
  • Assisting senior analysts with investment research.
  • Evaluating potential equity investments.
  • Meeting and interviewing managers, executives, and suppliers.

Equity Research Associate Requirements / Skills / Qualifications

Equity Research Associate job description should include these common skills and qualifications:

  • Bachelor's Degree in Finance, Accounting or Statistics.
  • Proficiency in data mining software.
  • Excellent communication skills.
  • Problem-solving skills.
  • Familiarity with trade jargon.
  • Strong research abilities.
  • Understanding of foreign financial markets.
  • Ability to meet deadlines.
  • Computer literacy.
  • Knowledge of stocks, bonds, and index funds.

As a hiring manager, recruiting an ideal Equity Research Associate starts with crafting a good job description. Use this Equity Research Associate job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Equity Research Associate may also reference it in preparation for the interview.