Transcript
Page 1: Equity Research Career - Equity Research by edu CBA

How is Equity Research as a career

option?

Let me give you a quick overview about Equity

Research career

Page 2: Equity Research Career - Equity Research by edu CBA

Equity Research is all about financial statement analysis, economy analysis, company

analysis, valuations and recommendations, investment

decisions, management interactions and a lot more.

Page 3: Equity Research Career - Equity Research by edu CBA

Let’s look at the key accountabilities of

Equity Research Analyst

• To bring maximum companies under coverage in the sector he/she track over a period of time

• To generate the quarterly updates

• To write event updates

• To update the sales, dealing, and trading team about the latest

events in the sector/company

• To build views that are distinct and can stand separate in market

Page 4: Equity Research Career - Equity Research by edu CBA

Are you a good fit for equity research

If you enjoy writing, being on the phone with clients

and getting to know management teams, do a lot of financial modeling

and financial analysis, and getting home at a

reasonable hour Equity Research might be for you.

Page 5: Equity Research Career - Equity Research by edu CBA

• Studying the official materials published by the company issuing equity

1 • Consider the current market

conditions and predict future trends

2 • Equity researchers are allotted

a group of companies that they are expected to follow

3

Page 6: Equity Research Career - Equity Research by edu CBA

• Findings need to be presented in a simple manner to the clients through formal presentations and report

4

• Stock Investment Research 5

Page 7: Equity Research Career - Equity Research by edu CBA

Quality of Work

• Interacting with portfolio managers and hedge fund managers, the firm’s internal sales force and traders, and communicating the senior analyst’s investment thesis after company reports earnings.

• Develop modeling skills by

constantly updating and analyzing their companies’ operating forecasts.

Page 8: Equity Research Career - Equity Research by edu CBA

To now more about Equity Research Careers visit our

website www.educorporatebridge.com

THANK YOU