Equity research associates are the person who plays an important role in making research reports related to stocks, mutual funds, and bonds. The hard-working employee can be promoted to research analyst in the future.

Equity Research Associate Job Description

The Equity Research Associates are also known as Private Equity Research Associates. Their work includes several tasks related to investment research and securities, making a presentation, and producing financial reports. The candidate for this job profile assists the seniors by researching the companies and informing them about the future financial crisis and other related information. Equity Research associates should be able to work in a team and within time limits. Apart from these, the person selected for this job should be professional and have the etiquette of communication.

Roles and responsibilities

• The Equity Research Associates is responsible to conduct various research like statistical data, financial reports, new market or industry trends, and various other related information.
• Prepare the written research report from the data gathered through surveys and research.
• The candidate will be responsible to design the financial models to know about the project profit to an organization.
• Equity research associates have to host meetings and conferences. They also have to attend events and various other functions and meet with other companies to build a professional relationships.
• The candidate should be able to answer all the queries from customers and take action against their complaints.
• Equity research associates should be active in making new strategies and investment ideas to help the clients in making a profit and develop new business.
• Assist the seniors with preparing investment research reports.
• Be alert to every change in the market trends and system.
• Compulsory to work under legal policies, rules, and regulations.
• Responsibility to get all knowledge about the trade jargon and foreign financial market.

Equity Research Associate Key skills required

• Good Communication skills
• In-Depth Knowledge of Data mining software.
• Able to complete the work within time.
• Knowledge of Bonds, index funds, and stocks
• Ability to understand foreign financial markets.
• Ability to research.

Education, training, and Certifications

• Bachelor’s or Master’s Degree in Finance, Accounting, statistics, or another related field.
• Experience of work will be given preference.