Description

An equity analyst oversees a company's investments, tracking investment data and making recommendations to managers. The nature of these investments vary from industry to industry, but could include real estate, stocks, or material goods. An equity analyst must analyze market trends, identify investments that hold good return-on-investment potential, and ensure that current investments are performing as desired. These investments may be spread over a wide company portfolio, and an equity analyst must be familiar with the many different company investments. The equity analyst may oversee investments in private funds, pension funds, charitable contributions, and other types of expenditure. On a schedule determined by the company, likely quarterly, an equity analyst is required to present data and findings to a team who will use the recommendations of the analyst to determine if any changes in company investments need to be made.

The majority of employers require a minimum of five years of finance experience and prefer additional experience within the company's industry. A minimum of a bachelor's degree in finance (or a similar discipline) is required, with many companies preferring a master's degree. Additionally, certified financial analyst (CFA) certification is a basic requirement for the majority of employers. In some industries, field-specific certifications and training may be required. An equity analyst must have strong research skills, a background in finance, and the ability to process data to ensure that their company is making the most of existing and potential investments. Skills vital to the job include organization, an ability to process and present data, and exceptional oral and written communication skills.

Roles & Responsibilities

As an Equity Analyst with 0-3 years of experience in Singapore, your main responsibilities include:

  • Conducting comprehensive research and analysis on various industries and companies, studying financial statements, market trends, and economic indicators. Analyzing financial statements, market trends, and economic indicators to gain insights into industries and companies.
  • Building financial models and forecasting future performance to support investment recommendations and decision-making. Creating financial models and making forecasts to aid in investment decision-making.
  • Monitoring and evaluating investment portfolios, tracking performance against benchmarks, and generating reports for clients and stakeholders. Assessing investment portfolios, tracking performance, and generating reports for clients and stakeholders.
  • Keeping abreast of market news, attending industry conferences, and staying updated on regulatory changes to maintain a strong understanding of the investment landscape.

Qualifications & Work Experience

For an Equity Analyst job role, the following qualifications are required:

  • Strong financial analysis skills to thoroughly evaluate company financial statements, market trends, and investment opportunities.
  • In-depth knowledge of equity markets, including the ability to analyze stock performance, track market indicators, and identify investment risks.
  • Proficient in financial modeling and valuation techniques to assess the fair value of securities, conduct scenario analyses, and make informed investment recommendations.
  • Excellent communication and presentation skills to effectively communicate investment insights, analysis, and recommendations to clients, colleagues, and stakeholders.

Essential Skills For Equity Analyst

1

Financial Modeling

2

Investing Strategies

3

Financial Analysis

4

Research Analysis

Skills That Affect Equity Analyst Salaries

Different skills can affect your salary. Below are the most popular skills and their effect on salary.

Financial Modeling

10%

Investing Strategies

41%

Financial Analysis

14%

Research Analysis

7%

Career Prospects

The role of an Equity Analyst is crucial in analyzing market trends and making investment recommendations. For professionals with 0-3 years of experience in Singapore's financial industry, there are various alternative roles to consider. Here are following options to explore:

  • Research Associate: Assisting the equity research team in data analysis, building financial models, and conducting market research.
  • Investment Operations Analyst: Focusing on trade execution, portfolio reconciliation, and performance measurement to support investment decision-making.
  • Financial Research Analyst: Conducting in-depth research on specific industries or companies and providing valuable insights to support investment strategies.
  • Risk Analyst: Evaluating and managing risk exposure by analyzing market trends, assessing investment risks, and developing risk mitigation strategies.

How to Learn

The equity analyst role in Singapore is expected to experience significant growth in the market. Over the past 10 years, the demand for equity analysts has consistently increased, reflecting a positive trend in the job market. With the growing importance of the financial sector in Singapore, the need for skilled professionals in this field is likely to continue rising. As businesses expand and global investment opportunities increase, there will be a surge in employment opportunities for equity analysts in the future. This growth projection is supported by Google's latest data points, emphasizing the promising outlook for this role in Singapore's job market.