Equity Analyst

Equity Analysts provide financial advice and guidance to investors, brokers, and investment consultants according to their knowledge of stocks and bonds. They analyze information and develop financial models and forecasts that help to make informed decisions about investment options.

Some of the typical roles of an Equity Analyst are listed below:

• Market Research Analyst: Work in a finance firm and conduct market research and analysis to help decision-making.
• Equity Research Associate: Supplies information to business administration required for making crucial investment decisions
• Investment Analyst: Analyze and generate investment reports for the manager and the entire investment team.

Some of the major roles and responsibilities of an Equity Analyst are:

• One of the key responsibilities is to frequently connect with their client or employer and interpret the client's financial goals, the tendency for risk, and any uncertainties that might occur going forward.
• Constantly watch over stock markets and financial areas belonging to the clients and collect information so that they can provide recommendations when meeting with them.
• Conduct in-depth research, where they gather data and facts about the current financial condition of the economy, sector, and client to plan how they should go along with future investments.
• They also develop detailed financial reports which display the various changes, evolving trends, and projections related to their industry.

Major educational qualifications required for Equity Analyst are:

• Bachelor's degree in finance, business administration, or a similar field.
• Experience as an equity analyst in a related industry.
• Expert knowledge of industry-related securities including stocks and bonds.
• Ability to spot and track stock market trends, and act on investment opportunities.

An entry-level junior analyst will have to report to a senior analyst daily, and their duties are fixed according to the managers. After gaining enough experience in the field, an equity analyst can progress to a more senior role like the Vice President, where they need to take up ownership of the covered sector range. The final stage is the job of a managing director, the top-most role, and they are responsible for supervising the day-to-day functions of a firm. Some alternative job roles available for an Equity Analyst are:

• Financial Analyst: Analyzes financial data and provides insights to support decision-making.
• Research Analyst: Conducts research and analysis to gather information and draw conclusions.
• Finance Manager: Manages financial operations and strategies for a company or department.
• Senior Financial Analyst: Holds a senior position in financial analysis, providing advanced expertise.
• Data Analyst: Analyzes and interprets data to derive meaningful information.
• Research Associate: Assists in research activities and data collection for studies or projects.

There has been a huge growth in the number of individuals looking for a job in equity research in the current years. As a matter of fact, equity analysts are one of the most trending job roles in the finance field since their main duty is to research a company's economic history and predict its trends and patterns.
An equity analyst in India with less than one year of experience to nine years of experience is expected to earn between 1.8 lakhs and 15.5 lakhs with an average annual salary of 4 lakhs. Being an equity research analyst is the best way to start your career in equity research and portfolio management.