equity research analyst Career Path | See the Career Paths People Really Take

equity research intern

associate

vice president

intern

president

equity research analyst

equity analyst

co-founder

research scientist

senior research analyst

chief financial officer

An Associate ensures that client needs are being met.  Their role is interacting with customers, using their skills to help with sales, and making sure clients and customers are satisfied.  Their responsibilities are to respond to problems as they arise, keep up-to-date records on products sold, participate in regular meetings to discuss company projects and objectives, help develop and improve company procedures, and conduct regular market research to determine the effectiveness of the company’s sales strategy.

The chief financial officer (CFO) is officer of a company that has primary responsibility for managing the company'finances, including financial planning, management of financial risks, record-keeping, and financial reporting. In some sectors, the CFO is also responsible for analysis of data. Some CFOs have the title CFOO for chief financial and operating officer. In the United Kingdom, the typical term for a CFO is finance director (FD). The CFO typically reports to the chief executive officer (CEO) and the board of directors and may additionally have a seat on the board. The CFO supervises the finance unit and is the chief financial spokesperson for the organization. The CFO directly assists the chief operating officer (COO) on all strategic and tactical matters relating to budget management, cost‚Äìbenefit analysis, forecasting needs, and securing of new funding.

The Co-Founder sets a company’s vision by making it unique and attractive to potential consumers. Their role is creating value for customers, and making sure that the company is constantly evolving and changing with the times. Their responsibilities are to manage the board of directors for the corporation, assemble a successful team that is invested in the company’s success, develop a plan for the business, and oversee all of the finances associated with the business.

The Equity Analyst reviews company financial reports to determine the market performance of existing securities.  Their role is gathering and assessing securities data, and providing direction and expert advice on securities to buy, sell or hold.  Their responsibilities are to prepare detailed internal and external investment reports, monitor industry and market trends for changes and investment opportunities, and develop and deliver investment reports to the financial manager and the investment team.

An equity research analysts produces research reports, projections, and recommendations concerning companies and stocks. Typically, an equity analyst specializes in a small group of companies in a particular industry or country to develop the high-level expertise necessary to produce accurate projections and recommendations. These analysts monitor market data and news reports and speak to contacts in the companies and industries they study to update their research daily.

An Equity Research Intern is a position that provides an individual with hands-on experience in the financial services industry. The intern will be exposed to the research process and have a chance to analyze stocks, bonds, industries and companies. They will also develop skills related to researching data and interpreting information from various sources such as financial statements, news articles, regulatory filings, etc. Additionally, they may be tasked with creating reports or presentations based on their findings. This role requires strong analytical skills along with excellent communication abilities in order to effectively present ideas or solutions.

An Intern helps a company with work in order to gain experience and skills in a specific area.  Their role is working closely with different team members to learn more about the company and industry.  Their responsibilities are to perform tasks set out by supervisors, attend meetings and take minutes, perform research at a supervisor's request, update social media platforms, and write copy and create images for social media posts.

The President is the head of a company who collaborates with a board of executives to provide strong leadership.  Their role is to establish short and long-term goals and plans, and oversee the complete operation of the company.  Their responsibilities are maintaining awareness and knowledge of the company's daily finances, analyzing financial reports and budgets, encouraging business investments, looking for alliances, mergers, partnerships and investment opportunities, creating and maintaining relationships with community and industry leaders, reviewing and advising on contracts, and updating and revising plans to increase the company's profitability and progress.

Research scientists are responsible for designing, performing and analysing information from lab based experiments.  The role of a research scientist is to develop a research plan, effectively apply plans, and prepare scientific reports while directing a team to help complete the various elements of the experiments. Their responsibilities are to create and conduct experiments, analyze results and data, communicate results to the scientific community, team up with the industry to apply the results of research and present continuing work and findings.

Curious about a career in ecology? Watch this insightful interview to learn how to get started, even without a college degree. Hear from a research assistant studying Florida scrub jays, who shares the highs and lows of the job, the importance of field experience, and tips for breaking into the field. If you love nature and science, this video is a must-watch!

<h2>How to Start in Ecology</h2><p>You don't necessarily need a college degree, it might help,but you really just have to find a job where you can get some field experience under your belt&nbsp; and then work up within the company. Probably the easiest way to do it.</p><p><br></p><h2>How I Became a Research Assistant&nbsp;</h2><p>Personally, I got a college degree at Eckerd College, which is a local school in Florida, and I gained some research experience studying black skimmers, which is a kind of bird there.</p><p>One seasonal tech job in Oregon, where I was listening for birds and doing other research, like population surveys, and then I applied for this internship and worked my way up to the research assistant level.</p><h2><br></h2><h2>Research Assistant Requirements</h2><p>This position really requires that you're detail oriented for things like data entry, but also able to be super outdoorsy or pay attention to little behavioral issues and kind of be okay with waking up at sunrise and whacking through all of that mess that’s really fun, stuff like that. So it really requires that you wear a lof of different hats. I love it.</p><p><br></p><h2>Average Day</h2><p>Currently what my average week looks like is waking up at sunrise, coming to the office, going out in our ATVs into this shrub. And then going to the three territories of different Florida scrub jays, which is the species that I study, and trying to find their nests. Continue monitoring the nests that we do find throughout the year and just generally collecting demography information on them, and it is super fun.</p><p><br></p><h2>Pros and Cons of a Field Research Assistant</h2><p>Some of the pros of this job are that I get to spend all of my mornings in nature, which is beautiful and awesome, and I get to learn so much about the ecosystem that I'm in.</p><p>And I also just love the people that I work with. I love the community here at the biological station. Some of the cons are that when you're having a rough morning in the field, you'll really just kind of wish you had an office job. So it's definitely not all peaches and roses being in nature every day.</p><p><br></p><h2>Advice From an Expert</h2><p><br></p><p>I would just recommend getting field experience early on, looking for those seasonal tech jobs and a lot of local places that&nbsp; do bird banding. You can reach out to them, and they're always accepting volunteers. That's a great experience to get.</p><p><br></p><h2>Things to Know</h2><p>Looking back, I do wish I had known how exhausting the job can be, because it's fun and the highs are so high, but the lows can be low and frustrating. But at the end of the day, I love my job and I love what I do, so it makes it all worth it.</p><p><br></p><p><br></p>

A senior research analyst performs qualitative and quantitative research on relative markets, operations, finance/accounting, economics, customers, and other information related to the field they work in. They are responsible for analyzing and interpreting large amounts of information that is then condensed into workable financial advice for their clients or managers. A senior research analyst is typically very quantitative, analytical, logical, and good at managing numbers and data.

The Vice President is the second-highest ranking executive in an organization and typically reports directly to the President or CEO. The primary responsibilities of a Vice President include providing leadership, developing strategies, managing resources, creating policies, ensuring compliance with laws and regulations, and representing the company at meetings and events. Additionally, a Vice President may be responsible for overseeing multiple departments or divisions within an organization. In some cases they are even responsible for leading entire organizations such as government agencies or large corporations.

Equity Research Analyst Career Path