List of Top 5 Careers in Equity Research
Below are some of the top Equity Research jobs that you can look for in your career.
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Equity Research Career Overview
Equity researchEquity ResearchEquity Research refers to the study of a business, i.e., analyzing a company’s financials, performing Ratio Analysis, Financial forecasting in Excel (Financial Modeling), & exploring scenarios to make insightful BUY/HOLD/SELL stock investment recommendations. Moreover, the Equity Research Analysts discuss their findings & details in the Equity Research Reports. read more refers to the in-depth analysis of the companies to provide relevant data and valuation information to the investors, traders, fund managers to plan their strategies for the investments. Equity research job helps in studying the company and its financials in detail. The investors can be serviced by providing them with relevant information about the buy/sell/hold call.
- It is divided into buy-side and sell-side equity research firms. Buy-Side: In buy-sideBuy-sideThe term “buy-side” refers to entities that advise their clients like individual investors and institutional buyers on investments and securities purchases. Private equity firms, mutual fund companies, life insurance companies, unit trusts, hedge fund companies, and pension fund entities are examples of buy-side firms.read more, there is an in-house equity research team that advises the investment team on the buy-sell strategies on the selected stocks in the portfolio.Sell-Side: In sell-side, various companies provide Research Services for their HNI or institutional investorsInstitutional InvestorsInstitutional investors are entities that pool money from a variety of investors and individuals to create a large sum that is then handed to investment managers who invest it in a variety of assets, shares, and securities. Banks, NBFCs, mutual funds, pension funds, and hedge funds are all examples.read more to make an informed decision. The equity research process is divided into the below-mentioned stages to analyze a company and provide a recommendation.Company Profile: Understanding the business model of the company and the quality of the top management in making strategic decisions.Financial Analysis: It refers to the analysis of the financial information of the company and studying the impact of the ratios on prospects.Sector Research: It refers to the sector level analysis in which the companies operate to have an understanding of the positioning of the company as compared to their peers.Economic Analysis: It refers to the economic analysis regarding the macro-level research on infrastructure and other relevant criteria for the company to progress.Equity research professionals are employed by stock broking houses, investment banks, credit rating agencies, banks, KPOS, and venture capitalist firms.
Career #1 – Market Research Analyst
Career #2 – Sector Research Specialist
Career #3 – Senior Equity Research Analyst
Career #4 – Fund Manager
Career #5 – Chief Investment Officer
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This has been a guide to Equity Research Careers. Here we provide the list of top 5 job roles in an equity research career, including Market Research Analyst, Sector Research Specialist, Senior Equity Research Analyst, Fund Manager, and Chief Investment Officer. You may also have a look at these finance career articles below –
Buy-Side: In buy-sideBuy-sideThe term “buy-side” refers to entities that advise their clients like individual investors and institutional buyers on investments and securities purchases. Private equity firms, mutual fund companies, life insurance companies, unit trusts, hedge fund companies, and pension fund entities are examples of buy-side firms.read more, there is an in-house equity research team that advises the investment team on the buy-sell strategies on the selected stocks in the portfolio.Sell-Side: In sell-side, various companies provide Research Services for their HNI or institutional investorsInstitutional InvestorsInstitutional investors are entities that pool money from a variety of investors and individuals to create a large sum that is then handed to investment managers who invest it in a variety of assets, shares, and securities. Banks, NBFCs, mutual funds, pension funds, and hedge funds are all examples.read more to make an informed decision.
Company Profile: Understanding the business model of the company and the quality of the top management in making strategic decisions.Financial Analysis: It refers to the analysis of the financial information of the company and studying the impact of the ratios on prospects.Sector Research: It refers to the sector level analysis in which the companies operate to have an understanding of the positioning of the company as compared to their peers.Economic Analysis: It refers to the economic analysis regarding the macro-level research on infrastructure and other relevant criteria for the company to progress.
Market Research Analyst is employed by the financial services firm to do the required research of the market or any specific industry to help the fund managers in their decision making.
Sector Research Specialists focus only on specific sectors in the industry and generate quality reports on their developments.
Financial Planning & Analysis takes care of the budgets of the company in the FP&A department. Every company has its FP&A department to take care of the financial projectionsThe Financial ProjectionsFinancial projection is a statistical forecast of a company’s future revenue and expenditure based on historical market patterns, internal factors, data interpretation, anticipated market developments, and experiences. To meet production or sales targets, both short-term and long-term financial estimates are sometimes evaluated.read more and prepare a business plan on a periodic basis to showcase the roadmap for the future.
Fund Manager manages the fund in the company on behalf of the investors.
Chief Investment Officer leads the equity team in the financial services company and manages the fund managers.
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