entry-level equity research CV: This guide helps you build an entry-level Equity Research CV suitable for the UK job market, with relevant experience so hiring managers see your analytical potential. You will find concrete examples, wording you can copy, and clear steps to tailor your CV for equity research roles in UK markets.
Building a Equity Research Analyst resume?
Skip the blank page. Start with a template built for this role, then tailor it for each job you apply to.
Equity Research Analyst CV Template
Preview the template, then edit it in JobCopy for your experience.
Tip: use the template as a starting point, then swap in your own numbers and project names.
Entry-level equity research CV: Header and professional summary
Begin with a clear CV header that includes your name, mobile number, email, and LinkedIn or GitHub if you maintain public financial models. Include city and country (for example, London, UK); avoid a full postal address.
Use a professional email address based on your name. In the UK, you may also note your right-to-work status if relevant.
Write a concise professional summary (2-3 lines) that highlights your analytical abilities, relevant internships, and tools such as Excel, Python, SQL, and Bloomberg. Emphasise outcomes and impact to show how you would contribute to an equity research team in UK markets.
Entry-level equity research CV: Education and certifications
List your UK degree, university, graduation date, and degree classification (for example, 2:1 or 1st) or UCAS points where applicable. If you are school-leaver or early in your career, you can also include GCSEs and A-levels.
Add relevant modules such as Financial Statement Analysis, Corporate Finance, Investments, Econometrics, and UK-market coursework to help recruiters link your academics to the role.
Include certifications and training that matter for equity research, such as CFA Level I, financial modelling bootcamps, or SQL courses. You can place certifications under Education or in a separate Certifications section depending on space and prominence.
Entry-level equity research CV: Experience and project examples
Prioritise internships, placement years, research assistant roles, and course projects that mirror analyst tasks such as building models, writing internal research notes, or conducting sector analysis. Describe what you did, the tools you used, and the measurable outcomes (for example how your model improved forecast accuracy or supported an investment idea).
If you have limited formal internships, create project-based experience through university research, independent valuation exercises, and mock pitchbooks. Treat these as CV entries with a short title, dates (dd/mm/yyyy), and 2-4 bullets showing process and impact.
Entry-level equity research CV: Skills and technical section
Group technical skills into categories: Financial modelling, data tools, programming, and research capabilities. For example list Excel modelling (including DCF and relative valuation), Bloomberg Terminal, Refinitiv Eikon/Workspace, Capital IQ, Python or R, and SQL.
Include data sources (e.g. company filings, market data) and note any experience with UK-market datasets. Consider mentioning report-writing and presentation skills as part of your research capabilities.
Additional Tips
- 1Add a short link to a hosted model or research note when you can so UK recruiters can view your analytical work. Ensure any sample file is professional, anonymised if needed, clearly labelled, and accompanied by a brief readme.
- 2If you are early in your career, emphasise technical modules and independent valuation projects with context and clear outcomes. Demonstrate you can complete typical analyst tasks even if your experience is academic, for example via university investment clubs, capstone projects, or case competitions.