Equity Research Analyst Job Responsibilities


An equity research analyst is an individual who has to apply statistical skill and knowledge in the field of investment in order to evaluate the various options of asset selection and also recommend opportunities for trading to the trader of a firm. They have to sometimes work in coordination with assistant of the traders and risk managers in order to assess, monitor as well as identify the risks involved in the securities exchange dealings in an organization.

An individual aspiring to work as an equity research analyst should have a degree in finance .They should keep themselves updated with the changing trends in the market. Mentioned below are the job responsibilities of an equity research analyst.

Equity Research Analyst Job Responsibilities

  • An equity research analyst is responsible for recommending security investments for the purpose of sale, hold or purchase.
  • An equity research analyst has to perform the duty of preparing thesis based on equity research.
  • An equity research analyst plays an important role in conveying investment ideas verbally as well with the help of written reports to portfolio managers.
  • An equity research analyst has to do maintenance work on the securities held in the funds of the portfolio manager.
  • An equity research analyst is responsible for updating and managing financial models of the organization.
  • An equity research analyst is responsible for updating the portfolio manager with material information.
  • An equity research analyst is responsible for formulating and deciding opinions about various organizations within industry that work on financial models.
  • An equity research analyst has to generate a certain number of reports as per assignments.
  • An equity research analyst is responsible for upgrading and analyzing industry trends as well as trade publications.
  • An equity research analyst has to prepare financial strategies.

Category: Analyst Job Responsibilities

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