Equity Research Associate Job Description

equity research associate job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Equity Research Associate Job Description

Equity Research Associate (ERA) is a U.


financial research firm that provides investment research to approximately 12,000 investment professionals.

ERA is a subsidiary of The CLS International Group, which was founded in 1953 and is based in Charlotte, North Carolina.

ERA offers its clients access to 1,300 investment professionals, 200 analysts, and more than 1,000 financial research reports, as well as a wide range of tools and resources.

ERA provides investment research to public pension funds, mutual funds, hedge funds, endowments, foundations, and endowments.

ERA offers

Job Brief:

We’re looking for Equity Research Associates to join our team! We offer a unique opportunity to work with a team of experienced professionals in a collaborative environment. Our goal is to provide our clients with the best possible research and analysis to support their decision-making. If you’re looking for a challenging and rewarding career, we want to hear from you!

Equity Research Associate Duties:

  • Identify prospective investment opportunities by analyzing the market and industry
  • Generate ideas for and critically evaluate potential investments
  • Perform independent research, including analysis of companies, industries, and business trends
  • Solve complex problems, make independent decisions, and work as a team member
  • Establish and maintain effective working relationships with others
  • Keep up to date on latest market trends and technologies
  • Maintain the highest level of confidentiality

Equity Research Associate Responsibilities:

  • Experience in equity research
  • Strong quantitative skills
  • Excellent communication and presentation skills

Requirements And Skills:

  • Perform stock screening research to identify undervalued companies
  • Review company financials and estimate company valuations based on current earnings and debt
  • Evaluate all potential investment opportunities and rank their fit within the portfolio
  • Leverage knowledge of industry and local economies through field research
  • Publish equity reports detailing potential stock purchases and updates on each company investment
  • Exhibit a thorough understanding of investment objectives and risk tolerance
  • Maintain professional relationships with investors and provide consulting services as needed
  • Maintain active knowledge of all company financials

Company Name is proud to be an Equal Opportunity Employer. We believe that diversity and inclusion are essential to building a successful team. We are committed to creating an inclusive environment for all employees and encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals with disabilities.

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