Wednesday, 31 October 2012

Basics of Equity Research Career

If you have a knack of financial modeling and really passionate about analyzing companies and have a right attitude of putting time and efforts, equity research career is for you.

If you get a real high when you think of having your name on an equity research report, then start working towards it. Get the right skill set, start reading annual reports, and interpreting financial statements and valuing businesses.



What Do Equity Research Analysts Do?

Equity research analysts work on both—the buy side and the sell side.

What’s buy side? Buy side is typically indicates hedge funds, mutual funds or investment management companies.

What’s sell side? Sell side typically indicates investment banks and independent research companies.

On the sell side, researchers develop earnings models and carry out detailed company analysis and valuation.

So, for example, equity research analysts working on sell side typically would like to know whether TCS is better than Infosys for investment. They are assigned a particular industry/sector and know more about that sector and the players in that sector.

On the contrary, buy side analysts do not publish reports as sell side analysts do. They focus on 20-40 companies for investments.

As an equity research analyst, you need to study economy, industry and company to see macro and micro trends. There are two main frameworks in equity analysis—one is E-I-C and the other is C-I-E, based on the methodology.

Pay Package

Pay package of equity research analysts include salary plus bonus. Bonus depends on the performance of the analyst.

Work Culture

Work hours one needs to put are less in equity research, but 10 hours is the average in equity research.

Eligibility Criteria

Graduates/Postgraduates in Finance, Economics, Mathematics, MBAs, CFAs, and CAs are preferred for equity research role. You need to be proficient in MS-Office Suite, mathematics, analyzing companies, financial analysis, web searching, and writing reports are some of the skills required for this job.

2 comments:

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