Equity Research Analyst
Researches public companies and industries to produce investment recommendations for investors and fund managers.
Analyzes company and market financial data to support investment, budgeting, and business decisions.
Also known as: FA, Finance Analyst
Compare with another careerBuilds financial models, analyzes company performance and industry trends, prepares reports and forecasts, and presents findings to help managers or clients make investment or budgeting decisions. Works with spreadsheets, financial statements, and market data on a daily basis.
Office-based work in a corporate finance team, bank, or consulting firm, usually collaborating with senior analysts and reporting to a finance manager.
Typical entry point
Entry-level financial analyst or graduate trainee in a bank, corporate finance team, or financial services firm
Core
Core
Also relevant
These are useful, relevant skills to build over time — not a checklist you need to already have.
These are common routes in, not the only path — and not a university or course recommendation.
General tendencies for this career, not a guarantee — actual roles vary by employer and location.
Researches public companies and industries to produce investment recommendations for investors and fund managers.
Manages a company's internal finances, covering budgeting, forecasting, capital planning, and financial strategy.
Supports portfolio managers by analyzing investments, tracking performance, and monitoring asset allocation.
A qualified accounting professional licensed to audit financial statements, advise on taxation, and manage complex corporate finance and compliance work.
Records, organizes, and reports on an organization's financial transactions to ensure accurate books and compliance.
Identifies, measures, and monitors financial risks to help banks, insurers, or companies avoid losses.