An equity research analyst resume has to prove you analyze companies and make calls that hold up: you model financials, value businesses, and form investment views that inform decisions. Employers want analytical depth and good calls, not "researched stocks." Here's how to write an equity research analyst resume that lands interviews.
Equity research is analysis turned into investment views. Lead with analysis and calls.
Show your research work and the impact:
The pattern: the company/sector → your analysis and model → the investment view or performance result. (See quantify your resume achievements and resume action verbs.)
Naming your modeling and tools makes the resume concrete and ATS-friendly (ATS — the software that screens resumes before a person does).
CFA carries significant weight in research. Lead with your sector and credentials. (For the bank-side role, see the investment banking analyst resume guide.)
More in our guide to writing an ATS-friendly resume.
Lead with your analysis and investment calls (companies covered, models, price targets, performance), show your modeling, valuation, and communication skills, and feature your CFA and sector. Analytical depth and good calls are what employers screen for.
Use research numbers: companies/sectors covered, models built, call performance vs benchmark, reports published, and any ranking. "Covered 15+ companies with models and price targets" and "calls that outperformed the benchmark" prove research quality.
The CFA (Chartered Financial Analyst) carries significant weight in equity research, along with a finance or accounting degree. List your CFA or progress (Level I/II/III) prominently, since research hiring weighs it heavily.
Financial analysis, modeling (three-statement, DCF, scenario), valuation (multiples, DCF, price targets), investment thesis development, research writing, and tools (Excel, Bloomberg, FactSet, Capital IQ). Name your sector and the modeling/tools, since postings and ATS screen for them.
An equity research analyst resume should reflect the role — analytical, valuation-driven, and call-focused. PrismResume helps you turn "researched stocks" into analysis, modeling, and investment-call results, in a clean, ATS-readable layout. Try the free resume check at prismresume.com.
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