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Buy-side versus sell-side analysts

Sell-Side Analyst Revisions

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Equity Research Analyst/supervisor

Equity Analyst
The Sell-Side Job Description
Equity Research Analyst

Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors. Prepared research reports and presented investment recommendations to portfolio managers. Promoted to Senior Analyst within 14 months, compared to a company average of 30 months.

Formed strong working relationships with management teams, consistently securing CEO attendance at [company name]'s yearly stock conference. Identified attractive IPO ideas and provided scenario-based DCF modeling, helping investors understand attractive new stock issuances.

Trained 4 new analysts, building a strong team that was consistently chosen by sales representatives to speak with clients and prospects. Quoted in such publications as The Wall Street Journal, BusinessWeek, Investor's Business Daily, and Smart Money, providing investment ideas and insights into regulatory changes affecting coverage list.

Responsible for portfolio selection, asset allocation, and trade execution for over 40 investment portfolios composed of stocks, bonds, and mutual funds.

Met with clients to provide portfolio updates and recommendations based on evolving client objectives and reviewed portfolio holdings to ensure compliance with approved securities. Worked with Trust Officers to provide clients and prospects opportunities to use additional bank services and products. Conducted financial statement and earnings quality analysis. Dell, Gateway, Apple, and Compaq. Prepared comprehensive written reports on the quantitative and qualitative analysis of industries, sectors, trends, and the economy.

Developed and presented investment thesis, risks, and buy recommendations, to financial services industry professionals on the SMIF Advisory Board. Skillfully utilized the FCFF model, and Multiples approach to accurately estimate a one-year price target for a biotechnology company. Monitored the risk and performance of the portfolio to make recommendations to portfolio manager that assist in portfolio adjustments due to the volatility and overall performance of the broader market.

Built and maintained proprietary company specific financial models used in the stock selection process. Proactively communicated sector view and news to the broader Principal Strategies group. A careless mistake can significantly change the viability of an investment, which can dramatically change estimated IRR calculations.

Private equity professionals could spend days or weeks putting together an operating model with IRR returns analyses, and one mistake in the revenue growth can significantly affect the expected returns. Once you have finished and are sure it is perfect, put it in a drawer for a day or two and then take a fresh look.

Then have two or three other people look it over as well. Of course, check for grammar, spelling, and punctuation, but also look carefully for formatting. Be sure that headings are in the same type of font. If you bold print one date, bold print them all. Check for random indentations and auto-corrected errors, especially incorrect capital letters after periods following abbreviations. It seems like such a little thing, but you want to prove you are someone who pays attention to detail.

Once you have perfected your resume, you are ready to start applying for private equity opportunities. Behavioral Aspects of your Resume In order to build the perfect private equity resume, you must first understand what characteristics private equity firms are looking for.

Ideal PE candidates will have the following characteristics: This is a critical component of a PE resume and fundamental to success. Expect to get tested for analytics in your interview. Filtered through data and assumptions, and identified reasonable responses to complex problems? Synthesized large amounts of information and identified issues?

Identified an important problem and taken a proactive approach to solving it? Done well in academic courses and previous experience, demonstrating skill with heavy analytical and quantitative content? Performed experiments that required the formulation of a hypothesis and collection of evidence to prove or disprove it? Drive for exceptional results: Firms want to know whether you have the initiative, motivation, attention to detail, and energy to deliver strong results.

Start tracking and measuring your achievements. Brought new customers and revenue into your company? Proven yourself as a self-starter who goes above and beyond requirements? Shown the ability to switch priorities and move quickly among different tasks? Set a challenging goal and achieved it? Taken an innovative and efficient approach to get something done?

Worked effectively with clients to understand their needs? Articulated ideas in a clear and coherent manner?

Teaming up with clients and peers is a crucial task. PE professionals work in teams and it will be critical that you can work effectively among teams of all types of professionals, both internally and externally. Been a member of a sports team, study group, or committee? Inspired others to take action in an unstructured situation? Example investment banking analyst role descriptions on successful resumes include: Analyzed market trends, competition, and potential strategic partners using information obtained from multiple data sources Prepared materials for equity offering and financial advisory presentations, confidential selling memorandums, and internal presentations.

Examples of effective, detailed transaction experience descriptions include: In addition to formatting, keep in mind that your resume must absolutely be error-free , as we have discussed.

What is a Buy Side Analyst?

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Skills often highlighted on the resume of an Equity Analyst include assisting in the research of equity positions for the GOP portfolio, and continually monitoring valuation metrics on fund securities, risk exposures, and developed exit/entry points for profit/loss targets.

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Equity Analyst Resume Sample Three is one of three resumes for this position that you may review or download. Additional Analyst Resumes are available in our database of 2, sample resumes.

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Sample Equity Research Analyst resumes include skills like running domestic and international non-deal roadshows for large companies, and conducting client meetings with international institutional investors. Upload your resume - Let employers find you. Equity Research Analyst - Buy Side. Schneider Capital Management - Wayne, PA Be the first to see new Buy Side Equity Research Investment Analyst jobs. My email: Also get an email with jobs recommended just for me.

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Private Equity Resumes and Buy-Side Resume Templates If you're new here, please click here to get my FREE page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking. Buy Side Equity Analyst jobs available on Apply to Analyst, Research Analyst, Upload your resume - Let employers find you. Wayne, PA Equity research experience at a buy-side firm. Schneider Capital Management, an institutional value investment firm located in the western suburbs of.