Equity Research Analyst CV Template

Astute and knowledgeable Equity Research Analyst. Highly skilled in customer service and driving growth of revenue. Sound adviser for decision makers. Experienced negotiating transactions to the betterment of clients, employers and customers.

• Ability to lead, taking charge and achieving objectives without hesitation whilst remaining flexible and calm, leaving room for adjustment and negotiation
• Adept at identifying issues and drawing necessary solutions
• Delivers exceptional support, acting as catalyst for new business opportunities and partnerships
• Team player capable of driving business initiatives that positively impact bottom line and streamline operations

March 2007 – Present Independent Financial Management – Bangalore, India Equity Research Analyst

• Identified and investigated investment prospects, evaluating risk parametres
• Researched market impact on mergers, acquisitions and unique situations in order to calculate regulatory treatment
• Monitored positions for potential developments, adjusting position sises where necessary
• Marketing the fund to investors
• Processed trades utilising proprietary trading systems
• Designed spreadsheet tools that maximised fund’s trading potential

August 2002 – March 2007 The Finance Store – Mumbai, India Equity Research Analyst

• Generated internal analyses to gauge valuation of IPO investments
• Designed and implemented database of historical and current acquisitions, reducing response to inquiry time by almost 27 percent
• Managed junior analysts, delegating and organising workflow, and providing training
• Monitored corporate governance and event strictures
• Developed accretion analysis to ascertain benefit of acquisitions and potential for higher bids