Equity Research Associate Job Description and FAQs


An equity research associate can also be called a private equity research associate. He/she analyzes securities, conducts investment research, evaluates equity investment, and conducts industry-specific surveys. Related to the equity research associate job description, he/she also produces financial models.

Equity Research Associate Job Description Template

We are hiring an investment-savvy & skilled equity research associate. In this role, he/she helps us to analyze market performance and identify viable & sound investment chances. An equity research associate also guides fund managers & clients, analyzes investment securities, collates financial data, etc.

This equity research associate job description template will also discuss the requirements to be met for fulfilling this job position. An ideal candidate must have excellent skills in communication, great analytical skills, and knowledge of investment strategies & specialized investment software.

Equity Research Associate Job Responsibilities

There are many tasks and duties an equity research associate will have to do. He/she helps senior analyst with ad-hoc duties, develops screening tools, updates earnings’ reports, designs investment strategies, etc. The detailed equity research associate job responsibilities are listed below:

  • Makes the charts of financial modeling
  • Provides the recommendations of an investment
  • Researches and analyzes securities data
  • Helps senior analysts with investment research
  • Evaluates potential investments of equity
  • Meets and interviews suppliers, executives, and managers
  • Generates reports
  • Simplifies complex and dense financial data
  • Compiles the analysis of the financial statement
  • Monitors market systems & performance

Sometimes, an equity research associate is given some other tasks and duties. So, you have to be ready with other duties possibly added. Besides that, you also have to be familiar with all the tasks and duties mentioned in the list above.

Equity Research Associate Job Requirements

If you are interested in this position and want to apply for this job, you have to meet some requirements. So, it is very important to know what required qualifications to be met. Below is a list that contains the equity research associate job requirements in detail:

  • Bachelor’s degree in accounting, statistics, or finance
  • Proficient in data mining software
  • Excellent skills in communication
  • Able to meet deadlines
  • Computer literacy
  • Knowledge of index funds, bonds, and stocks
  • Expected skills in problem-solving
  • Familiar with trade jargon
  • Strong research abilities
  • Understanding of foreign financial markets

Equity Research Associate FAQs

What does an equity research associate do?

An equity research associate or private equity research associate analyzes securities, conducts investment research, evaluates equity investment, conducts industry-specific surveys, helps to analyze market performance, identify viable & sound investment chances, analyzes investment securities, etc.

Can I edit the posted job description here?

Yes, you can. You can easily edit this private equity research associate job description to fit your needs because you may give different duties and require different qualifications.

Do you have interview questions for an equity research associate?

Besides providing the equity research associate job description, we also provide some interview question samples for an equity research associate on this web, on another page.


Scroll to Top