3/23/2011
How to Craft the Perfect Equity Analyst…
More
FINS JOB SITES:
TECHNOLOGY
FINANCE
SALES & MARKETING
RESUME SERVICE
EMPLOYERS & RECRUITERS
(advanced job search)
SEARCH: All | Jobs | Articles | Companies
Keyword
HOME
RESEARCH COMPANIES
News & Insights:
Bull/Bear Report
Get The Job Mar 17 2011
CAREER NEWS & ADVICE
Morning Coffee
Location
FIND A GREAT JOB
HR Insider
|
MY DASHBOARD
Career Strategies:
Sign up!
GO
Find the Job
Connect
Log in to FINS
Follow us
Get the Job
Excel at the Job
Like
How to Craft the Perfect Equity Analyst Resume
By Alina Dizik
Morning Coffee Newsletter
Sign up for the latest in finance career news
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...
Print
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 SelfRecruiter.com.
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."
MOST Popular
Career Strategies
1
The Ten Worst Things to Put on Your Resume
2
Top Ten Ways to Blow a Job Interview
3
How to Craft the Perfect Equity Analyst Resume
4
Seven Things You Should Never Do While Networking
Finance Career News
1
How to Move on After You've Been Dumped by
Goldman
2
So You Want to Be an Equity Research Analyst...
3
Six Best Books to Read for a Career in Hedge Funds
4
Five Best Books to Read for a Career in Investment Banking
TOP Finance Jobs
Most Viewed Jobs
1
Finance jobs - Senior Vice President Private Equity
Fund Services NYC, New york, NY - Citigroup Inc. FINS.com
2
Finance jobs - Controller, West palm beach, FL - Robert
Half Management Resources - FINS.com
3
Finance jobs - Acquisitions Analyst, Hartford, CT - UBS AG FINS.com
4
Finance jobs - Senior Accountant, West chester, PA Mergis Group - FINS.com
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
fins.com/…/How-to-Craft-a-Winning-Eq…
Featured Jobs
Telecommunications Account Manager with an ACTIVE
Top Secret/SCI with Polygraph to work near Fair Oaks,
1/4
3/23/2011
How to Craft the Perfect Equity Analyst…
be a great way to show you're ahead of the game.
VA, CSC Fairfax, VA,US
Procurement Cost Analyst 2\3, Boeing Mesa, AZ,US
Senior Finance Manager Job, Microsoft Corp. Redmond,
WA,US
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.
OTC Derivatives / Interest Rate Swaps, Twenty Recruitment
Group Nyc, NY,US
Jobs of the Week
Finance and accounting jobs featured in
Find a Great Job →
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...
Article Comments
Showing 0 comments
Sort by Popular now 6
Subscribe by email
Subscribe by RSS
Real-time updating is paused. (Resume)
Add New Comment
fins.com/…/How-to-Craft-a-Winning-Eq…
2/4
3/23/2011
How to Craft the Perfect Equity Analyst…
Reactions
JobJuice 5 days ago
From Twitter
How to Craft the Perfect Equity Analyst #Resume via Fins.com http://ow.ly/4gBXO #finance #ibanking
#cv
Trackback URL http://disqus.com/forums/fins/how_to_craft_the_perfect_equity_analyst_resume_finance_and_accounting_jobs_news_and_advice/trackback/
We welcome your thoughtful comments on our new commenting tool, Disqus. Learn more about how
Disqus collects and uses information in connection with the comments tool and about our
commenting guidelines.
Play the new finance career game from FINS!
You just got an offer for your dream job,
BUT...
the firm has a record of discriminating
against foreigners.
FINS combines great financial jobs, career news and advice, company research, and a
professional resume service. FINS is brought to you by
More Finance Career News and Advice
Bull Bear Report 1 hour ago
JPMorgan Treasury Services Continues Expansion
The division has appointed country heads who will lead its growth strategy in
Asia-Pacific.
Morning Coffee 5 hours ago
Heated Budget Battle
CFTC fight (DealBook), sign or decline (FINS), time management (Robert
Half) and more. For more news you need to know throughout the day, follow
FINSider on Twitter and Facebook.
Bull Bear Report Mar 22 2011
Jefferies to Scale Back Hiring in 2011, Pay More
The firm will make "selected additions" instead of embarking on whole scale
hiring sprees, CEO Richard Handler said in light of first quarter results.
Bull Bear Report Mar 22 2011
Six Best Books to Read for a Career in Hedge Funds
Career coach Roy Cohen gives the lowdown on what his hedge fund clients
are reading to make it big.
fins.com/…/How-to-Craft-a-Winning-Eq…
3/4
3/23/2011
How to Craft the Perfect Equity Analyst…
FINS.com
Finance & Accounting
Technology & IT
Sales & Marketing
Recruiters & Employers
Home
Finance Jobs Home
Technology Jobs Home
Sales & Marketing Jobs Home
Recruiter & Employer Home
About Us
Finance Research
Technology Research
Sales & Marketing News & Advice
What is FINS?
Contact Us
Finance News & Advice
Technology News & Advice
Sales & Marketing Jobs
Post a Job
FAQ
Finance Jobs
Technology Jobs
Blog
Facebook
Twitter
Search Resumes
Twitter
Sales
Marketing
Privacy Policy
Contact Sales
Testimonials
Terms & Conditions
New! FINS Professional Resume Service »
Take a Tour
The Wall Street Journal Digital Netw ork: WSJ.com
WSJ Europe
Financial New s Online
Marketw atch.com
Barrons.com
Foreign Language Editions: WSJ Chinese
AllThingsD.com
WSJ Portuguese
FINS.com
Purchase Options
SmartMoney.com
BigCharts.com
Virtual Stock Exchange
WSJ Asia
WSJ Spanish
Copyright ©2011 Dow Jones & Com pany, Inc. All Rights Reserved
fins.com/…/How-to-Craft-a-Winning-Eq…
4/4