This guide shows how to craft a senior-level equity research CV for the United Kingdom that highlights relevant experience and gives hiring managers a clear reason to contact you. You will learn how to structure your CV, which achievements to quantify, and how to tailor language for senior roles in equity research within the UK market.
Building a Equity Research Analyst resume?
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Equity Research Analyst CV Template
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Tip: use the template as a starting point, then swap in your own numbers and project names.
How to format your senior-level equity research CV (UK)
Start with a clear header that includes your full name, city, UK contact number, and a professional email address. Include a concise professional profile (3-4 lines) stating your coverage focus and seniority.
Use reverse chronological order for roles and keep margins and fonts consistent so your CV scans easily.
For readability, use short sections and 3-6 bullets per role that emphasise outcomes rather than duties. Date format should be DD/MM/YYYY.
Use UK spellings and avoid heavy graphics to ensure ATS compatibility.
Include a short note on your right to work in the UK if you are not a citizen or permanent resident. Add an Education section reflecting GCSEs, A-levels, UCAS, and degrees from UK institutions (preferably from Russell Group universities).
For healthcare roles, where relevant, reference NHS pay bands or professional scales; otherwise, salary bands are optional and many UK employers prioritise value and impact over salary details on the CV.
Key experience to highlight in a senior-level equity research CV
Emphasise your UK or international coverage expertise: sectors or industries you cover, and the list of companies you follow with scale comparable to your target roles. Describe your role in idea generation, published research, and how your recommendations influenced investor decisions, institutional clients, or portfolio allocations.
Include leadership activities such as mentoring junior analysts, leading cross-functional modelling projects, and coordinating with equity sales desks or portfolio management teams. Highlight collaboration with research sales, corporate access programmes, and UK-based clients.
Senior-level equity research CV: Crafting impact statements
Write bullet points that start with a strong action verb, then describe the task and end with the result or business impact. Focus on measurable outcomes when possible, such as portfolio contributions or client actions adopted from your calls, or improvements to coverage processes.
When you cannot share confidential numbers, describe the type of impact, for example improved forecast accuracy or accelerated report turnaround time, while avoiding disclosure of sensitive data. Ensure statements reflect UK compliance and data-protection standards.
Technical skills and modelling for a senior-level equity research CV
List modelling skills explicitly, including DCF, sum-of-the-parts, comparable company analysis, precedent transactions, scenario testing, sensitivity analysis, and risk modelling. Mention tools and data providers commonly used in the UK market, such as Excel, Bloomberg, Refinitiv Eikon, FactSet, and SEDOL, plus UK data sources like Company House and London Stock Exchange.
If you develop proprietary models or maintain coverage templates, note them. Include any SQL or VBA abilities for data extraction and automation.
For healthcare roles, understand that pay scales may be described using NHS bands; otherwise focus on value delivered and market-relevant competencies.
Additional Tips
- 1Keep a short appendix or portfolio of non-confidential examples, such as public notes or conference slides, to share after initial contact. This helps illustrate your work without disclosing confidential client information.
- 2Maintain a short library of STAR stories that demonstrate your analytical process, leadership, and client interactions so you can expand on CV bullets during interviews. Practice delivering each story in two to three minutes with a clear beginning, middle, and end.
- 3Update your CV after major coverage changes or when you complete a high-impact project, so your materials remain current and you can respond quickly to opportunities. Regular, timely updates keep your CV relevant for UK employers.
- 4Use British English consistently, and align terminology with the UK finance industry (e.g. 'equity research' rather than 'research' alone). Ensure your contact details, right-to-work statement, and LinkedIn profile are up to date.