Equity research analyst Resume: Free Example (2026)

Start with a concise header that lists your name, contact details, LinkedIn, and optionally a professional website. Keep location and contact information simple so recruiters can reach you quickly.

Follow the header with a short summary or headline that frames your role, years of experience, sector focus, and core strength such as financial modeling or sector coverage. The summary should be two to three sentences that give a hiring manager a reason to read the experience section.

Write a targeted summary that names the sector and highlights a measurable impact you delivered, for example equity coverage, idea generation, or model construction. Use concrete phrases like "built DCF and relative valuation models" and "covered mid-cap industrials leading to X recommendations" when possible.

Avoid vague language and instead show how you supported investment decisions or drove coverage improvements. Tailor each summary to the job description by echoing the role focus and a key skill the listing asks for.

Group skills into Technical Skills and Research Skills so ATS and hiring managers can scan quickly. Technical Skills should include Excel modeling, financial statement analysis, Bloomberg, FactSet, and SQL if you use it regularly.

Research Skills should list sector coverage, earnings modeling, valuation, investment thesis development, and report writing. Keep each skill concise and prioritize those mentioned in the job posting.

Lead with a strong action verb, state the task, and close with quantifiable results when possible to show impact. For example, "Built integrated 3-statement models and DCF analyses for 12 covered companies, supporting two buy upgrades that contributed to a 6% portfolio alpha."

If exact attribution or firm performance numbers are confidential, use ranges or relative phrasing such as "contributed to top-decile analyst performance in sector coverage." Always be honest and specific about your role in research calls, model updates, and recommendations.

Senior Equity Research Analyst, MidCap Securities, New York, 2019-Present. Led coverage of industrial machinery sector, built quarterly earnings models, and authored 40+ research notes that improved idea flow for sales and trading teams.

Associate Equity Research Analyst, Regional Bank, 2016-2019. Performed financial statement reconciliation, created comparable company analyses, and maintained the coverage model library used by senior analysts for pitchbooks and client meetings.

List your highest degree, university, graduation date, and any honors that are relevant to finance such as dean's list. Include professional credentials like CFA levels or completed CFA if applicable, as well as any financial modeling certificates.

If you are an early career candidate, place relevant coursework such as advanced corporate finance, econometrics, or valuation under the education entry. For experienced hires, keep education brief and move certifications into a separate line item.

Keep layout clean with 10 to 12 point body fonts and clear section headers, and save as a PDF unless the job asks for a Word file. Use a simple reverse-chronological order and avoid complex tables or images that can confuse ATS parsing.

Use keyword phrases from the job posting naturally in your experience and skills sections, for example "DCF modeling" or "sector coverage: consumer staples." Also avoid decorative elements and keep bullet points to three to six per role so the resume remains scannable.

Attach metrics to your work where possible such as model coverage counts, portfolio performance contributions, or estimate accuracy improvements. If you forecasted earnings, show the change in forecast accuracy or the percent of correct quarterly calls relative to prior periods.

When quantifying, use conservative and verifiable numbers and explain your calculation briefly if it is not obvious. This gives recruiters a clearer sense of the scale and value of your contributions.

Choose active verbs like built, modeled, authored, initiated, revised, and presented to start each bullet. Avoid passive constructions and keep each bullet to one main idea so the impact is clear.

Example phrases: "authored sector outlook reports," "constructed scenario-based DCFs," and "presented findings to institutional clients." Rotate verbs so the resume reads dynamically while remaining precise.

Header with contact information and LinkedIn, followed by a two-line summary, then Skills, Experience, Education, and Certifications in that order for mid-level candidates. Aim for one page if you have less than 10 years of experience, and expand to two pages only when you include significant published research and deal-level work.

Use 4 to 6 bullet points for recent roles and 2 to 4 for earlier roles, focusing bullets on measurable achievements and core technical responsibilities. Conclude with a short additional section for tools and languages if you use them in modeling or data analysis.