Equity Analyst Resume

Samantha Gray

North Highlands CA 95660

(916) 987-6543

[email protected]

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Job Objective

Equity Analyst position in a reputed firm.

Highlights of Qualifications:

  • Sound knowledge of securities analysis, valuation methods, qualitative and quantitative techniques
  • Excellent math orientation and numerical aptitude
  • Proficient in Microsoft Office-Excel, Visio, Power Point, Word and Access
  • Excellent written and oral communication skills
  • Profound knowledge of investment and risk processes/theories
  • Excellent analytical and critical thinking skills

Professional Experience:

Equity Analyst

The Street Scout, LLC, Colorado Springs, CO

August 2005 – Present

  • Initiated and sustained high-level fundamental equity analysis of publicly traded global and international companies.
  • Energetically pursued diligent equity research through various sources of information.
  • Reviewed and maintained public documents, annual reports, trade journals, networking.
  • Worked extensively with sell-side research analysts.
  • Participated effectively in all research meetings with portfolio managers.

Equity Analyst

IJC Partners, LLC, Colorado Springs, CO

May 2000 – July 2005

  • Conducted qualitative assessment and quantitative financial modeling.
  • Visited companies and interviewed senior management.
  • Presented recommendations to portfolio managers regionally and globally.
  • Researched and focused primarily on contributing to investment strategies.
  • Participated effectively in client meetings as required and supplied information for client communications.
  • Established and maintained contacts to acquire pertinent investment information.


Masters Degree in Finance

University of California, Berkeley, CA

Bachelors Degree in Finance

Georgia State University, Atlanta, GA