Equity Research Careers

List of Top 5 Careers in Equity Research

Below are some of the top Equity Research jobs that you can look for in your career.

  1. Market Research Analyst
  2. Sector Research Specialist
  3. Senior Equity Research Analyst
  4. Fund Manager
  5. Chief Investment Officer
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Equity Research Career Overview

Equity researchEquity ResearchEquity Research refers to the study of a business, i.e., analyzing a company's financials, performing Ratio Analysis, Financial forecasting in Excel (Financial Modeling), & exploring scenarios to make insightful BUY/HOLD/SELL stock investment recommendations. Moreover, the Equity Research Analysts discuss their findings & details in the Equity Research Reports. read more refers to the in-depth analysis of the companies to provide relevant data and valuation information to the investors, traders, fund managers to plan their strategies for the investments. Equity research job helps in studying the company and its financials in detail. The investors can be serviced by providing them with relevant information about the buy/sell/hold call.

Career #1 – Market Research Analyst

Who is a Market Research Analyst?

Market Research Analyst is employed by the financial services firm to do the required research of the market or any specific industry to help the fund managers in their decision making.

Market Research Analyst – Job Description
ResponsibilitiesLeading the buy-side and sell-side research for the company and preparing various research reports on the current & future market outlook & trends in the sector for the fund manager to make an informed decision.
DesignationMarket Research Analyst.
Actual RoleHe will study the market as a whole and come out with a report on the opportunities and challenges in the current market and the road map for the days to come.
Top CompaniesJP Morgan, Goldman Sachs, Evercore, Citi, Barclays, UBS & RBC.
SalaryThe median annual salary for a research analyst as of May 2018 was $ 63,120 as per the bureau of labor statistics of us (https://www.bls.gov)
Demand & SupplyDemand for research analysts will continue to grow at a faster pace with the advancement in technology & market turmoils. It is a highly-skilled job that requires extensive exposure to the financial markets and the ability to communicate both in reports and in person.
Education RequirementA bachelor’s degree or CFA an MBA from a reputed college.
Recommended CoursesCFA/MBA/CPA.
PositivesHigh growth potential in the future with heavy compensation and exciting job profile researching the market as a whole.
NegativesLong working hours researching various industries/sectors can be a tiring job.

Career #2 – Sector Research Specialist

Who is a Sector Research Specialist?

Sector Research Specialists focus only on specific sectors in the industry and generate quality reports on their developments.

Sector Research Specialist – Job Description
ResponsibilitiesResponsible for researching the allotted sector by the fund manager and come up with fact-based research report on the same consolidating information from various sources.
DesignationSector Research Specialist.
Actual RoleThis is a sector expert and will exclusively work on that particular sector only.
Top CompaniesJP Morgan, Goldman Sachs, Evercore, Citi, Barclays, UBS & RBC.
SalaryThe median annual salary for a research analyst as of May 2018 was $ 63,120 as per the bureau of labor statistics of us (https://www.bls.gov)
Demand & SupplyA high demand profile since it requires extensive experience and knowledge of the allotted sector and the challenges in the same in the future.
Education RequirementCPA/MBA from Tier -1 Universities with at least 5-10 yrs of exp.
Recommended CoursesCPA/ MBA/CFP/CFA.
PositivesSector-focused profile enables the analyst to concentrate on one sector only and gain as much knowledge as possible which will surely help him in a professional career.
NegativesLong working hours researching various industries/sectors can be a tiring job. Focusing on only one sector may leave opportunities in other growing sectors and the profile will be restricted to that sector only which can be a hindrance to the candidate in the long term. Long working hours researching various industries/sectors can be a tiring job.

Career #3 – Senior Equity Research Analyst

Who is a Senior Equity Research Analyst?
Senior Equity Research Analyst – Job Description
ResponsibilitiesResponsible for mentoring the junior analyst team and giving them the required skills and knowledge to perform their duties.
DesignationSenior Equity Research Analyst.
Actual RoleManages the team of analysts and reports the findings along with his opinion and recommendation on the same to the fund manager.
Top CompaniesJP Morgan, Goldman Sachs, Evercore, Citi, Barclays, UBS & RBC.
SalaryThe median annual salary for a senior research analyst can be anywhere between $1,00,000 to $2,00,000.
Demand & SupplyHigh demand and low supply due to the technical and practical experience required
Education RequirementCFA/CPA/MBA from Tier -1 Universities with at least 5-10 yrs of exp.
Recommended CoursesCFA/CPA/MBA.
PositivesExtensive knowledge-gathering because of constant research making the person expert in the field.
NegativesLong working hours and has to report in office before market hours. the candidate in the long term. Long working hours researching various industries/sectors can be a tiring job.

Career #4 – Fund Manager

Who is a Fund Manager?

Fund Manager manages the fund in the company on behalf of the investors.

Fund Manager – Job Description
ResponsibilitiesResponsible for buying/selling the stocks in the portfolio as per his understanding.
DesignationFund Manager.
Actual RoleManage the portfolio of the fund through buying and selling securities in the equity/debt markets.
Job StatisticsThe bureau of labor statistics of us does not display data on this role.
Top CompaniesJP Morgan, Goldman Sachs, Evercore, Citi, Barclays, UBS & RBC.
SalaryThe median annual salary for a general manager can be anywhere between $ 2,00,000 – $5,00,000 excluding bonuses.
Demand & SupplyA high demand profile in the market and highly paid since these are specialized services which require extensive expertise in the field.
Education RequirementCFA/MBA/IIM/CPA.
Recommended CoursesCFA/MBA/IIM/CPA.
PositivesBeing a fund manager, he interacts directly with the CEO and top management of companies to know their strategy ahead in order to take a call whether to hold or sell the stock.
NegativesHigh risk since public money is been invested.

Career #5 – Chief Investment Officer

Who is a Chief Investment Officer?

Chief Investment Officer leads the equity team in the financial services company and manages the fund managers.

Chief Investment Officer – Job Description
ResponsibilitiesTo make sure the funds are showing good performances by keeping track of their decisions.
DesignationCIO
Actual RoleSpearhead the research and the fund management division of the company and be the face for the company in the market to the public and the shareholders.
Top CompaniesJP Morgan, Goldman Sachs, Evercore, Citi, Barclays, UBS & RBC.
SalaryThe median annual salary for the same can be anywhere between $ 5,00,000 to $10,00,000.
Demand & SupplyHighly demanded profile since the CIO is a strategic position in the company to drive the fund performance.
Education RequirementCFP/CPA/MBA from Tier -1 Universities with at least 20-25 yrs of exp.
Recommended CoursesCPA/MBA/CFA.
PositivesHe is the face of the company in the financial markets and also the official spokesperson on the companies strategies.
NegativesOne wrong investment decision may close down the entire fund and the company in no time.

Recommended Articles

This has been a guide to Equity Research Careers. Here we provide the list of top 5 job roles in an equity research career, including Market Research Analyst, Sector Research Specialist, Senior Equity Research Analyst, Fund Manager, and Chief Investment Officer. You may also have a look at these finance career articles below –

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