Equity Analyst CV example

Are you looking for your next role as an equity analyst?

If so, you need to showcase your value and prove to potential employers that you can help their businesses make only the best financial decisions.

This isn’t an easy task but we can help you to highlight your most impressive skills and achievements with our detailed guide and equity analyst CV example below.

 

 

 

Equity Analyst CV example

Equity Analyst CV 1

Equity Analyst CV 2

 

This example CV demonstrates how to structure and format your own Equity Analyst CV, so that it can be easily digested by busy hiring managers, and quickly prove why you are suitable for the jobs you are applying to.

It also gives you a good idea of the type of skills, experience and qualifications that you need to be highlighting in your CV.

 

CV builder

 

Equity Analyst CV format and structure

First impressions count, so a sloppy, disorganised CV may cause your CV to be overlooked..

Instead, perfect the format and structure of your CV by working to a clear logical structure and applying some simple formatting tricks to ease readability.

Don’t underestimate the importance of this step; if your CV lacks readability, your written content won’t even be seen.

 

How to write a CV

 

Tips for formatting your Equity Analyst CV

  • Length: While there’s no ‘official’ CV length rule, the majority of recruiters agree that less is more. Aim for two pages of A4 or less. This is just enough room to showcase your suitability to the role, without overwhelming recruiters with irrelevant or excessive content.
  • Readability: To help recruiters quickly skim through your CV, it’s important to format your section headings with bold or a different colour font and break up lengthy paragraphs into short sharp bullet points. This enables them to easily identify important information and assess your suitability.
  • Design & format: Your CV needs to look professional, sleek and easy to read. A subtle colour palette, clear font and simple design are generally best for this, as fancy designs are often harder to navigate.
  • Photos: Profile photos or aren’t a requirement for most industries, so you don’t need to add one in the UK – but if you do, just make sure it looks professional

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

As you write your CV, divide and sub-head into the following sections:

  • Name and contact details – Always start with these, so employers know exactly how to get in touch with you.
  • CV profile – Add a short summary of your relevant experience, skills and achievements, which highlights your suitability.
  • Core skills section – A 2-3 columned list of your key skills.
  • Work experience – A detailed list of any relevant work experience, whether paid or voluntary.
  • Education – An overview of your academic background and any training you may have completed.
  • Hobbies and interests – A brief overview of your hobbies and interests, if they’re relevant (optional).

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Write your contact details in the top corner of your CV, so that they’re easy to find but don’t take up too much space.

You only need to list your basic details, such as:

  • Mobile number
  • Email address
  • Location – Don’t list your full address. Your town or city, such as ‘Norwich’ or ‘Coventry’ is perfect.
  • LinkedIn profile or portfolio URL – Remember to update these before listing them on an application.

 

Equity Analyst CV Profile

Your CV profile (or personal statement, if you’re an entry-level applicant) provides a brief overview of your skills, abilities and suitability for a position.

It’s ideal for busy recruiters and hiring managers, who don’t want to waste time reading unsuitable applications.

Think of it as your personal sales pitch. You’ve got just a few lines to sell yourself and prove you’re a great match for the job – make it count!

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: The best CV profiles are short, sharp and highly relevant to the target role. For this reason, it’s best to write 3-4 lines of high-level information, as anything over might be missed.
  • Tailor it: Before writing your CV, make sure to do some research. Figure out exactly what your desired employers are looking for and make sure that you are making those requirements prominent in your CV profile, and throughout.
  • Don’t add an objective: You only have a small space for your CV profile, so avoid writing down your career goals or objectives. If you think these will help your application, incorporate them into your cover letter instead.
  • Avoid generic phrases: Clichés like “blue-sky thinker with a go-getter attitude” might sound impressive to you, but they don’t actually tell the recruiter much about you. Concentrate on highlighting hard facts and skills, as recruiters are more likely to take these on board.

 

Example CV profile for Equity Analyst

Experienced Equity Analyst with a strong background in investment analysis, financial modelling, and market research. Leveraging over 10 years of expertise in the finance industry, with previous roles at esteemed firms like Deutsche Bank and JPMorgan. Proficient in equity valuation techniques and portfolio management with demonstrated success in building effective client relationships.

 

What to include in your Equity Analyst CV profile?

  • Experience overview: Demonstrate your suitability for your target jobs by giving a high level summary of your previous work work experience, including the industries you have worked in, types of employer, and the type of roles you have previous experience of.
  • Targeted skills: Highlight your skills which are most relevant to Equity Analyst jobs, to ensure that recruiters see your most in-demand skills as soon as they open your CV.
  • Important qualifications: If you have any qualifications which are highly relevant to Equity Analyst jobs, then highlight them in your profile so that employers do not miss them.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

Underneath your profile, write a core skills section to make your most relevant skills jump off the page at readers.

It should be made up of 2-3 columns of bullet points of your relevant skills.

Before you do this, look over the job description and make a list of any specific skills, specialisms or knowledge required.

Then, make sure to use your findings in your list. This will paint you as the perfect match for the role.

 

Core skills section CV

 

Important skills for your Equity Analyst CV

Financial Analysis – Analysing financial statements, income statements, balance sheets, and cash flow statements to assess a company’s financial health.

Valuation Models – Using various valuation models like discounted cash flow (DCF), price-earnings (P/E), and comparable company analysis (CCA) to determine the fair value of stocks.

Industry Knowledge – Understanding specific industry trends, dynamics, and factors that affect the performance of companies within that sector.

Market Research – Conducting in-depth market research and analysis to identify investment opportunities and market trends.

Excel and Financial Software – Using financial modelling tools and Excel for data analysis and modelling.

Data Analysis – Using data analysis techniques and statistical tools to interpret financial data and make informed investment decisions.

Risk Assessment – Assessing and managing investment risks, including market volatility, company-specific risks, and geopolitical factors.

Macroeconomic Analysis – Maintaining knowledge of macroeconomic indicators, monetary policies, and economic trends that impact the broader market.

Portfolio Management – Constructing and managing investment portfolios that align with clients’ goals and risk tolerance.

Regulatory Compliance – Maintaining familiarity with financial regulations and compliance standards, such as the Financial Conduct Authority (FCA) regulations in the UK.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

Recruiters will be itching to know more about your relevant experience by now.

Kick-start this section with your most recent (or current) position, and work your way backwards through your history.

You can include voluntary and freelance work, too – as long as you’re honest about the nature of the work.

 

CV work experience

 

Structuring each job

Recruiters will be keen to gain a better idea of where you’ve worked and how you apply your skill-set in the workplace.

However, if they’re faced with huge, hard-to-read paragraphs, they may just gloss over it and move onto the next application.

To avoid this, use the simple 3-step role structure, as shown below:

 

Role descriptions

 

Outline

Firstly, give the reader some context by creating a punchy summary of the job as a whole.

You should mention what the purpose or goal of your role was, what team you were part of and who you reported to.

 

Key responsibilities

Next, write up a punchy list of your daily duties and responsibilities, using bullet points.

Wherever you can, point out how you put your hard skills and knowledge to use – especially skills which are applicable to your target role.

 

Key achievements

Finish off by showcasing 1-3 key achievements made within the role.

This could be anything that had a positive effect on your company, clients or customers, such as saving time or money, receiving exemplary feedback or receiving an award.

 

Sample job description for Equity Analyst CV

Outline

Responsible for investment analysis and portfolio management at a reputable equity research firm in the UK, overseeing assets exceeding £42 million.

Key Responsibilities

  • Perform comprehensive financial analyses to assess potential equity investments, including in-depth cash flow modelling, sensitivity analysis, and ROI projections
  • Conduct due diligence processes, reviewing financial statements, legal documents, and operational aspects of target companies to identify risks and opportunities
  • Collaborate with multidisciplinary teams to structure and execute equity transactions, negotiating terms and conditions with target companies and investors
  • Monitor and optimise equity portfolios, managing assets to enhance performance

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

At the bottom of your CV is your full education section. You can list your formal academic qualifications, such as:

  • Degree
  • GCSE’s
  • A levels

As well as any specific Equity Analyst qualifications that are essential to the jobs you are applying for. Note down the name of the qualification, the organisation at which you studied, and the date of completion.

 

Hobbies and interests

Although this is an optional section, it can be useful if your hobbies and interests will add further depth to your CV.

Interests which are related to the sector you are applying to, or which show transferable skills like leadership or teamwork, can worth listing.

On the other hand, generic hobbies like “going out with friends” won’t add any value to your application, so are best left off your CV.

 

CV builder

 

Once you’ve written your Equity Analyst CV, you should proofread it several times to ensure that there are no typos or grammatical errors.

With a tailored punchy profile that showcases your relevant experience and skills, paired with well-structured role descriptions, you’ll be able to impress employers and land interviews.

Good luck with your next job application!