fundamental research analyst job description

Equity Research Analyst Job Description Template

An equity researcher analyzes and provides financial insights on publicly-traded companies and/or sectors to facilitate investment decisions within fund allocations.

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The role of the researcher can be sell-side or buy-side. The former refers to analysts that are in a bank, or a broker, who offer paid research to institutional investors with a view to solicit the provision of further financial services. The latter will be analysts working directly within investment funds that generate investment ideas and strategies for its fund managers.

As the name suggests, this is a role traditionally applied to the equity class of assets. However similar research roles do exist within the commodity and fixed income space. The job description below can be tweaked to apply to such roles.

One quirk of equity research is that an analyst is not an entry-level position, as is a common title in other banking roles. An associate is actually the most junior position within the team and acts as an assistant to the analyst, who will have their name directly attributed to the published research reports.

Equity Research Analyst - Job Description and Ad Template

Copy this template, and modify it as your own:

Company Introduction

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting. Also frame where the team and role fits into the organisational structure, as research teams can have different coverage hierarchies.}}

Job Description: Sell-Side Equity Research

The Equity Research department provides independent and objective investment research to the global investment community. It collects and analyzes financial information for stocks within {{list coverage sectors}} . Analysts within this team use this data to build financial models to explore future scenarios of the stocks on a company and wider macroeconomic level.

The ideal candidate will combine a strong quantitative skill set with a range of qualitative skills in order to effectively communicate their research in writing and verbally to clients. In addition, we seek someone with the highest level of ethical integrity.

Responsibilities

Create and maintain earnings, valuation, and industrial models for {{allocated number of stocks, or the name of the industry to be covered}} .

Analyze data to identify emerging opportunities and risks, justifying your reasoning.

Provide BUY/SELL/HOLD recommendations and present findings to the investment committee.

Assist in writing research reports with your findings, to be published to the community and media.

Interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.

Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders.

Build relationships with investor relations teams of your portfolio companies. This will involve {{domestic and/or international}} travel.

Devise and perform your own primary research methods, keeping abreast of trends and sentiment in the market.

Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events. You will be expected to maintain a procedure protocol for escalating emerging news.

Maintain a public image for the firm at conferences/events. Communicate the company’s research, building its brand and referring potential new clients.

{{Add other relevant responsibilities here}}

Skills and Qualifications

Bachelor’s degree in finance, economics, financial engineering, statistics, or econometrics

Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modeling, asset allocation, and strategy research

Prior experience in financial services (2-4 years) within a “front office” role {{such as M&A, ECM, DCM, Sales & Trading or Equity Research}}

Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models

Platform experience within Bloomberg and {{one or more of: Morningstar Direct, Informa PSN, Facstet, Axioma, or Barra AEGIS}}

Excellent written and verbal communication skills. Proficiency for presenting and debating a point under pressure

CFA is a plus

{{Foreign languages desirable for roles in Europe or Asia}}

Series 7 and 86/87 license is a plus. Unlicensed candidates will be sponsored, but expected to complete accreditation within a short timeframe

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Hire a top equity research analyst now.

Toptal is a marketplace for top Equity Research Analysts. Top companies and startups hire Equity Research freelancers from Toptal for their mission-critical projects.

Andy Vietor

Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.

Yiannis Ritsios, CFA

Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.

Thomas Robb

Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.

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Research Analyst Job Description

A research analyst performs research, collects and analyzes information, and uses the data to problem solve and improve the decision-making and efficiency of a business. The research analyst studies the data and presents his or her recommendations to the leadership team.

Research Analyst Job Description Template

We are looking for an analytical and detail-oriented research analyst to assist in improving the operations and decision-making of our business. The research analyst's responsibilities include researching, collecting, analyzing, and interpreting data, and using the data to guide the business's decision-making. A research analyst should be prepared to work in various sectors, such as marketing, business operations, and finance.

To be a successful research analyst, you should have excellent mathematical, critical thinking, and communication skills. You should be flexible and able to work independently or in a team.

Research Analyst Responsibilities:

• Analyzing past operations' results and performing variance analyses.
• Identifying and analyzing trends and forecasts and recommending improvements to the business processes.
• Researching market trends, conducting surveys, analyzing data from competitors, and analyzing the business's operations, expenditures, and customer retention to identify patterns of potential issues or improvements.
• Using data analysis and interpretations to guide the decision-making of the business.
• Using operations data to develop pricing models and identify areas for improvement.
• Using statistical, economic, and data modeling techniques and tools.
• Organizing and analyzing data, creating charts and graphs, and presenting your findings to the leadership team.
• Providing recommendations to improve future business operations.
• Organizing and storing data for future research projects.
• Testing processes, policies, and protocols for efficiency and improvements.

Research Analyst Requirements:

• A bachelor's or associate's degree in economics, finance, statistics, computer science, or related field.
• Experience in applied research or data management may be advantageous.
• Strong mathematical, analytical, and data modeling skills.
• The ability to manipulate large, complex data sets into manageable, understandable reports.
• Excellent problem-solving, communication, and team-working skills.
• Familiarity with data modeling software and Excel software.
• Attention to detail and organizational skills.

Related Articles:

Market research analyst job description, equity research associate job description, research analyst interview questions, market research analyst interview questions, equity research associate interview questions.

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What Is a Research Analyst?

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Financial Analyst vs. Research Analyst

The bottom line.

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What Is a Research Analyst? What They Do and Qualifications

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use. Other titles for this function include securities analyst, investment analyst, equity analyst, rating analyst, or simply " analyst ."

The work conducted by a research analyst is in an effort to inquire into, examine, find, or revise facts, principles, and theories for internal use by a financial institution or an external financial client. The report an analyst prepares entails the examination of public securities records of companies or industries, and often concludes with a "buy," "sell," or "hold" recommendation.

If a research analyst is involved with an investment bank or a securities firm controlled by a member organization of the Financial Industry Regulatory Authority (FINRA) , they may be required to register with a self-regulatory organization (SRO) and/or take certain exams.

Key Takeaways

• A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.
• These reports examine individual companies' or industries' public securities records and often make recommendations to buy, sell, or hold.
• The main differences between buy-side and sell-side analysts are the type of firm that employs them and the people to whom they make their recommendations.

The Basics of Being a Research Analyst

Research analysts are usually divided into two groups: "buy-side" and "sell-side" analysts. A buy-side (brokerage) research analyst is typically employed by an asset management company and recommends securities for investment to the money managers of the fund that employs them. The research of a sell-side (investment firm) analyst tends to be sold to the buy-side. Sell-side research is also given to clients for free for consideration, in an attempt to win business, for example. Such research can be used to promote companies.

A buy-side analyst usually works for institutional investors such as hedge funds, pension funds, or mutual funds. Buy-side research analysts are often considered more professional, academic, and reputable compared to the sell-side. Sell-side research jobs are often likened to marketing and sometimes pay higher salaries.

Buy-side analysts will determine how promising an investment seems and how well it coincides with the fund's investment strategy. Sell-side analysts are those who issue recommendations of "strong buy," "outperform," "neutral," or "sell."

Research analysts can work at a variety of companies, such as at asset management companies, investment banks, insurance companies, hedge funds, pension funds, brokerages or any business that needs to crunch data to spot trends or decide on a valuation, make an investment decision, or forecast the outlook of a company or asset. According to Glassdoor, the average base salary for a research analyst is $90,838, ranging anywhere between $68,000 and $125,000.

Research Analyst Qualifications

Companies that employ research analysts sometimes require a master's degree in finance or a chartered financial analyst (CFA) designation on top of several regulatory hurdles. Research analysts might be required to take the Series 86/87 exams if they are involved with a member organization.

Other required securities licenses often include the  Series 7  general securities representative license and the Series 63  uniform securities agent license. FINRA licenses are typically associated with the selling of specific securities as a firm’s registered representative. Investment analysts may also seek to obtain the chartered financial analyst (CFA) certification.

Financial firms in the United States do not really present a unified definition of either of these job titles. Some financial analysts are really just researchers who collect and organize market data, while others put together specific proposals for securities investments with large institutional clients. Similarly, some research analysts are glorified marketing specialists, while others apply socioeconomic or political insights and are probably better classified as management consultants.

It's possible to narrow the differences between research analysts and financial analysts. Generally speaking, financial analysts focus on analyzing investments and market performance. They rely on a  fundamental understanding of business valuation  and economic principles to create reports and make recommendations; they are the behind-the-scenes experts. Research analysts occupy a less prescriptive role than financial analysts. Instead of looking through the lens of broad economic principles, they focus more on mathematical models to produce objective answers about historical data.

Financial analysts collect and analyze data but always within the context of a prior deductive understanding of how markets should function. Their thinking is systemic and, particularly at more senior levels, subjective. Research analysts tend to be operations-focused. Give a research analyst a series of inputs, and they can calculate the most efficient way to maximize output. If the research analyst works in the securities business, it's likely that recommendations may be made based on some predetermined criteria.

What Do You Need to Become a Research Analyst?

Research analysts gather, analyze, and work with data to prepare reports for internal use by a financial institution or an external financial client. For this work, strong mathematics and statistics skills are required. Typically, a research analyst will have a bachelor's degree in a business-related field, and a master's degree in finance or a chartered financial analyst's certification may be required. Depending on the requirements of their job, they also may need to gain securities licenses.

What Is a Research Analyst's Salary?

In 2024, the average base salary for a research analyst is $90,838, anad ranges anywhere between $68,000 and $125,000, according to Glassdoor.

Is a Research Analyst a Stressful Job?

It can be. Being a research analyst requires constant learning, problem-solving, and good communication skills. There also may be tight deadlines, complex challenges, and high expectations, which can make this type of work pressured and stressful.

Research analysts are finance professionals who analyze securities data to make recommendations to their own firms or outside clients. They may be buy-side or sell-side analysts, which are distinguished by what types of companies they work for. Qualifications may include a master's degree in finance or certification as a chartered financial analyst (CFA). Sometimes they may be required to take certain tests for licensure. Base salaries hover around $90,000.

FINRA. " FINRA Rules: 1220. Registration Categories ."

Corporate Finance Institute. " What’s the Difference between the Buy Side vs Sell Side? " Accessed Sept. 11, 2020.

Glassdoor. " Research Analyst Salaries ."

FINRA. " Qualification Exams ."

CFA Institute. " CFA Program ."

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Table of Contents

What is a research analyst, research analyst job description, research analyst roles and responsibilities, research analyst job requirements, research analyst career path, how to become a research analyst, research analyst skills , research analyst salary, research analyst job outlook, how to crack a research analyst interview, choose the right course, research analyst job description: unlocking insights [2024].

Are you looking for a lucrative career opportunity? Are you interested in joining a field with a strong future job outlook? Consider embarking on a career as a research analyst. Research analysts enable organizations to make data-driven decisions by analyzing market research and extracting valuable insights. Their expertise in maximizing the potential of data has made them invaluable assets in various sectors.

The demand for skilled professionals in this area is expected to rise significantly in the coming years, and the compensation offered is notably higher than the national average. Numerous compelling reasons exist to investigate the path to becoming a research analyst.

A research analyst, often referred to in specific sectors like finance, market research, or data analysis, gathers, interprets, and uses various data to help decision-making processes. Their work can span several industries, including finance, marketing, economics, healthcare, and more. Here's a breakdown of what a research analyst does:

• Data Gathering: They collect data from various sources, such as financial reports, databases , surveys, or relevant industry-specific sources.
• Data Analysis: They use statistical tools and models to identify trends, patterns, and insights. This process often involves the use of specialized software for quantitative analysis.
• Report Writing: They compile their findings into reports, presentations, or dashboards. These reports typically include visual data representations like charts and graphs, written summaries and analysis to make the information accessible to stakeholders.
• Making Recommendations: Research analysts may predict future trends and offer recommendations to their clients or employers based on their analysis. These recommendations can guide strategic planning, investment decisions, policy formulation, or marketing strategies.
• Staying Informed: Research analysts must stay up-to-date with industry trends, economic conditions, and technological advancements relevant to their field of specialization. Continuous learning is a key part of their role.
• Specializations: Depending on their field, research analysts may have specific titles, such as financial analyst, market research analyst, operations research analyst, or data analyst . Each specialization focuses on particular types of data and serves different business needs.

Here’s what a Research Analyst Job description looks like:

Job Title: Research Analyst

Job Summary: The Research Analyst collects, analyzes, and interprets data to help the company make informed decisions. This role involves conducting market research, analyzing financial data, identifying trends, and preparing reports contributing to the organization's strategic planning and operational efficiency.

Key Job Responsibilities of a Research Analyst:

• Collect data from various sources, including public databases, financial reports, and surveys.
• Analyze data using statistical tools and analytical methods. Interpret data sets and identify trends, patterns, and insights relevant to the company's goals.
• Prepare detailed reports and presentations that summarize findings and analysis.
• Provide insights based on data analysis to support department decision-making processes.
• Work closely with other departments to understand their data needs and assist in data-driven decision-making.
• Manage research projects from conception to completion, ensuring they are delivered on time and within budget.

Skills and Qualifications:

• Bachelor’s degree in Economics, Statistics, Mathematics, Business Administration, or a related field. A Master’s degree is preferred for advanced positions.
• Proven experience in a research analyst role or similar position.
• Strong analytical and problem-solving skills.
• Proficiency in statistical software (e.g., SPSS, SAS) and Microsoft Office Suite, especially Excel.
• Excellent communication and presentation skills.
• Attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Time management skills and handling multiple projects simultaneously.

Work Environment and Physical Demands:

• This is primarily an office-based role.
• May require occasional travel to conduct field research or attend conferences.

Career Path:

Research Analysts can advance to senior analyst positions, research managers, or specialized roles depending on their expertise and interest.

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• Data Collection: Gather data from diverse sources, including databases, surveys, interviews, and financial reports.
• Data Analysis: Analyze data using statistical methods and software to uncover trends, patterns, and insights.
• Reporting: Prepare detailed reports and presentations summarizing research findings, including charts, graphs, and written analysis.
• Making Recommendations: Provide actionable recommendations based on data analysis to guide decision-making and strategic planning.
• Market Monitoring: This will inform research and analysis and keep you abreast of industry trends, market conditions, and competitor activities.
• Quality Control: Ensure the accuracy and reliability of data collected and analyses conducted.
• Collaboration: Work closely with other departments or teams to understand their research needs and support them with data-driven insights.

The job requirements for a Research Analyst can vary depending on the field and employer, but generally, they include a mix of educational background, skills, and personal qualities. Below are the standard requirements you might find in a job listing for a Research Analyst:

Educational Background

• Bachelor’s Degree: Required in Economics, Finance, Statistics, Mathematics, Business Administration, or a related discipline.
• Master’s Degree: This is preferred or required for more advanced positions, especially in specialized fields like finance or market research.
• Relevant Experience: Many positions require previous experience in research, analysis, or a related role. Entry-level roles may require less experience, but internships in relevant fields can be beneficial.
• Industry-Specific Knowledge: Knowledge of a specific industry can be crucial for certain sectors, such as finance, healthcare, or technology .

Analytical Skills

• Statistical Skills
• Mathematical Skills

Technical Skills

Communication skills.

• Critical Thinking Skills
• Attention to Detail Skills
• Problem-Solving Skills
• Project Management Skills

Personal Qualities

• Curiosity: A strong desire to learn and understand data, trends, and industry dynamics.
• Independence: Ability to work autonomously on projects with minimal supervision.
• Teamwork: Being able to collaborate effectively with other team members and departments.
• Adaptability: Flexibility to adapt to new challenges, methodologies, and technologies.

Certifications

Certifications can be beneficial depending on the specific role and industry, such as Chartered Financial Analyst or Professional Certificate Course In Data Analytics .

The career path for a Research Analyst can be both rewarding and varied, offering numerous opportunities for advancement and specialization. Here’s a general overview of the career trajectory, from entry-level positions to senior roles, and potential avenues for further specialization:

Entry-Level Positions

• Junior Research Analyst: This role starts by assisting senior analysts in data collection, preliminary analysis, and report preparation. It is a learning ground for mastering analytical tools and methodologies.
• Data Analyst: Focuses on manipulating and analyzing data sets to support business decisions. Requires strong technical skills in data management and analysis software.

Mid-Level Positions

• Research Analyst: With experience, analysts take on more complex projects, develop specialized knowledge in certain sectors or methodologies, and are responsible for entire research projects from start to finish.
• Senior Research Analyst: This position leads research projects, manages junior analysts, and is key in decision-making processes. Senior analysts often have specialized knowledge in specific industries or types of analysis.

Advanced Positions

• Lead Analyst/Research Manager: Oversees the research department or teams, setting research goals and strategies and ensuring output quality. Involves strategic planning and often direct interaction with senior management or clients.
• Director of Research: At this level, the role involves more strategic oversight, resource allocation, and integration of research findings into the broader organizational strategy. It may also involve influencing policy or strategic direction based on research insights.

Specialization Opportunities

• Industry Specialist: Becoming an expert in a specific industry (e.g., finance, healthcare, technology) allows analysts to provide deeper insights and more targeted analysis.
• Methodology Expert: Specializing in certain research methodologies or types of analysis , such as qualitative research, econometrics, or data visualization.
• Consultant: Many experienced analysts move into consulting roles to offer their expertise to businesses on a project basis.

Transitioning Roles

• Moving into Executive Management: With substantial experience and a track record of impactful analysis, some research analysts transition into executive roles, such as Chief Information Officer (CIO) or Chief Strategy Officer (CSO), where they can shape company strategy based on data-driven insights.
• Teaching and Academia: Some choose to share their knowledge through teaching at universities or engaging in academic research.

Becoming a Research Analyst involves a combination of education, skills development, and gaining relevant experience. Here is a step-by-step guide to start and advance in a career as a Research Analyst:

1. Obtain the Necessary Education

• Bachelor’s Degree: Earn a bachelor's degree in a relevant field such as economics, finance, statistics, mathematics, business administration, or a related area. This is the minimum educational requirement.
• Consider a Master’s Degree: For more advanced positions or to specialize in a particular area, consider obtaining a master’s degree in your field of interest.

2. Develop Essential Skills

• Analytical Skills: Gain proficiency in analyzing data and extracting meaningful insights.
• Technical Skills: Learn to use statistical software (e.g., SPSS, SAS, R, Python) and database management tools. Become proficient in Excel.
• Critical Thinking: Practice critical thinking to assess information objectively and solve problems.

3. Gain Relevant Experience

• Internships: Look for research or data analysis internships to gain practical experience.
• Entry-Level Positions: Apply for entry-level positions such as Junior Research Analyst or Data Analyst to gain hands-on experience.

4. Build a Portfolio

Showcase Your Work: Assemble a portfolio of your research projects, analyses, and reports. Include any relevant coursework, projects from internships, or freelance work.

5. Obtain Certifications

Certifications: Depending on your field, consider obtaining certifications to demonstrate your expertise and commitment to the profession.

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6. Network and Seek Mentorship

• Professional Networking: Join professional organizations, attend industry conferences, and connect with professionals in your field through LinkedIn.
• Mentorship: Seek mentors who can provide guidance, advice, and opportunities to advance your career.

7. Apply for Jobs and Advance Your Career

• Job Search: Use job boards, LinkedIn, and your professional network to find research analyst positions.
• Continuous Development: As you gain experience, continue seeking learning and professional development opportunities to advance to higher-level positions.

8. Consider Specialization

Specialize: Certain areas or industries may be particularly interesting or rewarding over time. Specializing in a niche can make you a highly sought-after expert.

A Research Analyst needs a blend of technical, analytical, and soft skills to succeed. Here's a comprehensive list of skills that are essential for Research Analysts:

• Statistical Analysis: Proficiency in using statistical methods to analyze data.
• Data Management: Ability to manage and manipulate large datasets.
• Software Proficiency: Familiarity with statistical software (e.g., SPSS, SAS, R) and programming languages (e.g., Python, R) for data analysis.
• Database Management: Understanding database systems and query languages (e.g., SQL).
• Excel Skills: Advanced competency in Excel for data analysis and visualization.
• Data Visualization: Skill in creating graphs, charts, and other visual representations of data using tools like Tableau or Power BI.
• Survey Design and Analysis: Ability to design surveys and analyze survey data.
• Critical Thinking: Analyze and evaluate an issue to form a judgment.
• Problem-solving: The ability to discern intricate issues, analyze relevant information, formulate potential solutions, and execute effective resolutions.
• Quantitative Analysis: Proficiency in applying quantitative techniques to solve business problems.
• Report Writing: Ability to write clear and informative research reports.
• Verbal Communication: Skills in presenting findings and insights to technical and non-technical audiences.
• Listening Skills: Ability to understand and incorporate feedback and requirements from stakeholders.

Soft Skills

• Attention to Detail: Precision in data analysis and reporting.
• Adaptability: Flexibility to adjust to new data, trends, and technologies.
• Teamwork and Collaboration: Ability to work well with others across different departments and disciplines.
• Ethical Judgement: Maintaining integrity and confidentiality of data.

Research Skills

• Methodology Knowledge: Understanding of various research methodologies and when to apply them.
• Industry Knowledge: Specialized knowledge of specific industries relevant to the role.

Research Analyst salaries vary depending on the country, the specific industry, level of experience, and educational background.

United States

Average Annual Salary: Approximately $60,000 to $70,000

Average Annual Salary: Approximately CAD 57,000 to CAD 65,000

United Kingdom

Average Annual Salary: Approximately £30,000 to £40,000

Average Annual Salary: Approximately AUD 70,000 to AUD 80,000

Average Annual Salary: Approximately €50,000 to €60,000

Average Annual Salary: Approximately ₹4,00,000 to ₹7,00,000

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The job outlook for Research Analysts is generally positive, with several factors contributing to steady demand across various industries. This outlook can vary by specialization, such as market research, financial analysis, or data analysis, but overarching trends support growth in these roles. Key factors influencing the job outlook include:

Increasing Data Availability

The explosion of data in the digital age has significantly increased the need for skilled professionals who can interpret this information. Businesses and organizations across sectors rely on data to make informed decisions, driving demand for Research Analysts.

Technological Advancements

Advancements in technology, especially in data collection , storage, and analysis tools, have made data more accessible and easier to analyze. This has increased the need for analysts who can use these technologies effectively.

Decision-making Based on Data

There is a growing recognition of the importance of data-driven decision-making in enhancing business efficiency, competitiveness, and innovation. This emphasizes the role of Research Analysts in providing insights and recommendations.

Specialized Fields

Certain fields, such as healthcare, finance, and technology, demand particularly strongly for Research Analysts. For instance, the healthcare industry requires analysts to interpret patient care, treatment outcomes, and operational efficiency data. At the same time, the finance sector relies on analysts for market trends, investment opportunities, and risk management.

Globalization

The global nature of business today means that companies often require analysts who understand international markets and can analyze data from diverse sources. This can lead to opportunities for analysts with language skills and international experience.

Job Market Projections

• The U.S. Bureau of Labor Statistics states that employment for market research analysts will grow 18% from 2019 to 2029.
• Similar projections suggest robust growth for data science and analytics roles, reflecting the broader demand for data expertise.

Cracking a Research Analyst interview requires demonstrating your analytical skills, showcasing your knowledge of the industry and research methodologies, and communicating effectively. Here are strategies and tips to prepare for and succeed in a Research Analyst interview:

1. Understand the Job Description

Match Skills and Qualifications: Carefully read the Research Analyst job description to understand the required skills, tools, and qualifications. Tailor your responses to highlight your experience with these aspects.

2. Brush Up on Your Technical Skills

• Software and Tools: Be prepared to discuss your proficiency with statistical software (e.g., SPSS, SAS, R, Python), databases, and data visualization tools (e.g., Tableau, Power BI).
• Statistical Knowledge: Refresh your knowledge of statistical methods, data analysis techniques, and when to use them.

3. Prepare Your Portfolio

Bring a portfolio of your work, such as research reports, analyses, or data visualizations, demonstrating your skills and impact.

4. Practice Common Interview Questions

• Technical Questions: Be ready to answer questions on statistical methods, data analysis processes, and how you approach complex research problems.
• Behavioral Questions: Prepare examples demonstrating your problem-solving skills, ability to work under pressure, teamwork, and adaptability. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

5. Stay Informed About the Industry

• Current Trends: Be aware of the latest trends in the industry relevant to the role. This could include new data analysis techniques, software tools, or industry-specific challenges.
• Company Research: Research the company, its products or services, competitors, and position in the industry and be prepared to discuss how your skills can help address their challenges.

6. Ask Insightful Questions

Prepare thoughtful questions about the role, team, company culture, or specific projects you might work on. This shows your interest and enthusiasm for the position.

7. Communicate Clearly and Confidently

Be able to explain complex analysis or research findings in simple terms. This demonstrates your ability to communicate with stakeholders needing a technical background.

8. Highlight Your Soft Skills

• Team Collaboration: Share examples of how you've worked effectively in teams, especially in cross-functional teams.
• Time Management: Discuss how you prioritize tasks and manage deadlines, especially when managing multiple projects.

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The role of a Research Analyst in 2024 is more vital than ever, bridging the gap between vast data sets and actionable insights. As organizations navigate digital complexities, the demand for skilled analysts capable of deciphering data to guide strategic decisions will only escalate.

For those inspired by the potential of this dynamic field and seeking to advance their skills or pivot their career path, the Data Analyst Masters course offered by Simplilearn emerges as a compelling option. This program will equip you with the necessary tools, techniques, and knowledge to excel in data analysis.

1. What are the best degrees for becoming a research analyst? 

Economics, statistics, business administration, finance, and computer science are the most advantageous degrees for aspiring research analysts. These fields provide a strong foundation in analytical skills, critical thinking, and data interpretation, which are crucial for effectively analyzing market trends, consumer behavior, and financial data.

2. How important is programming knowledge for a research analyst?

Programming knowledge is increasingly important for research analysts, especially skills in languages such as Python, R, and SQL. These tools are essential for data manipulation, analysis, and visualization, enabling analysts to handle large datasets efficiently and derive insights more effectively. While not all roles require deep programming expertise, a fundamental understanding is beneficial.

3. Can you transition into a research analyst role from a different field? 

Yes, it's possible to transition into a research analyst role from different fields, especially if you possess strong analytical skills, are proficient in data analysis tools, and have a knack for problem-solving. Additional qualifications, such as relevant certifications or courses in data analysis, statistics, or the specific industry of interest, can facilitate this transition.

4. What is the difference between a research analyst and a data analyst? 

Research analysts focus more on qualitative analysis, market trends, consumer behavior, and industry-specific research. On the other hand, data analysts are more involved in quantitative analysis, working primarily with numerical data, statistical models, and predictive analytics to inform business decisions. The roles may overlap but cater to different aspects of data and research.

5. How do research analysts stay current with industry trends?

Research analysts stay current by continuously monitoring industry reports, publications, and news, attending relevant conferences and webinars, participating in professional networks and forums, and undergoing regular training and certification programs. Staying informed about advancements in analysis tools and methodologies is also crucial to adapt to the evolving demands of the role.

Data Science & Business Analytics Courses Duration and Fees

Data Science & Business Analytics programs typically range from a few weeks to several months, with fees varying based on program and institution.

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Home » Employer Resources » Hiring Tips » Research Analyst Job Description

Research Analyst Job Description [with Must-Have Elements]

Every successful organization relies on the expertise of a research analyst to drive informed, data-driven decisions. By harnessing their proficiency in conducting thorough research, analyzing data, and delivering valuable insights, you pave the way for strategic decision-making based on solid evidence. This approach not only enhances your understanding of customers, growth prospects, and competitors but also empowers you to make well-informed choices that fuel profitability and expansion.  The job role of a Research analyst plays a pivotal role in shaping your organization’s trajectory, so it is imperative to recruit a candidate who possesses the requisite skills and competence. Dive into this blog to unravel the art of crafting a compelling research analyst job description to attract desired and cultural-fit candidates.

Table of Contents

Research Analyst Job Description: Key Elements 

Crafting a compelling research analyst job description requires incorporating six key elements. By following this structure, you’ll attract qualified and enthusiastic candidates who align with your company culture. Here’s a breakdown of these essential elements:

1. Company Overview

In this section, introduce your company and create a compelling narrative that will captivate candidates who share your values and aspirations. You can achieve this by providing details about company values, culture, mission, and work environment. 

ABC is a young and vibrant startup passionate about specialty coffee. We source the world’s finest beans, ethically traded and bursting with unique flavor profiles, before roasting them to perfection in small batches. Our mission is to break away from the bitter brew of the ordinary and introduce you to an extraordinary coffee experience. 

2. Research Analyst Job Overview

This section provides brief details about the job role of the research analyst. Here, talk about the key roles and responsibilities of research analysts. Additionally, you mention the job profile you are offering and the location, to provide comprehensive information. This allows the candidate to build a clear understanding of what the job role entails and read further if it interests them. 

Job Profile: Research Analyst

Location: Chennai

Job Overview:

ABC seeks a Research Analyst to analyze data and inform strategic decisions across our entire coffee experience. This includes sourcing, roasting, marketing, and customer satisfaction. You’ll help us understand market trends, identify new customer segments, and ultimately, deliver exceptional coffee, in every cup.

3. Job Responsibilities of Research Analyst

Next, list all the research analyst job duties. This comprehensive list facilitates the candidate to understand what a day in the job role of a research analyst looks like. Additionally, it enables you to set clear expectations for potential candidates and attract candidates who know how to handle these tasks and duties. 

Responsibilities: 

• Conduct research to identify emerging trends.
• Analyze supplier data to ensure ethical sourcing, optimal quality, and fair trade practices.
• Evaluate the products and how we can create unique products. 
• Analyze market research to identify consumer preferences, emerging trends, and competitor strategies. 
• Develop customer segmentation strategies, craft targeted marketing campaigns, and measure their effectiveness.
• Analyze customer feedback data to identify areas for improvement across all touchpoints.
• Recommend data-driven solutions to enhance customer satisfaction and brand loyalty.
• Research and analyze the competitive landscape, identifying market trends, competitor strengths and weaknesses, and potential new market opportunities.
• Analyze market data, production costs, and customer behavior to develop optimal pricing strategies and revenue growth initiatives.

4. Research Analyst Job Requirements

This section discusses the research analyst’s skills and qualifications, enabling them to successfully fulfill their duties. Providing an exhaustive list of skills facilitates you to attract qualified and competent candidates, ultimately reducing hiring time. In this section, ensure that you include technical and soft skills essential for this position. 

Required Skills: 

• Strong analytical skills with proficiency in data analysis tools and software (e.g., Excel , SPSS, Tableau).
• Excellent written and verbal communication skills with the ability to present complex data insights clearly and concisely.
• Ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
• Strong attention to detail and a commitment to accuracy.Knowledge of market research methodologies and best practices.
• Experience with customer relationship management (CRM) software.Proven ability to develop and implement data-driven recommendations.

Preferred Qualifications:

• Bachelor’s degree in Business Administration, Marketing, Statistics, or a related field.
• Minimum 2 years of experience in research analysis, preferably within the consumer goods industry.

5. CTC, Benefits, and Work Schedule  

Offering competitive CTC packages and supplemental benefits can be an effective strategy for attracting job applicants. Additionally, providing benefits, such as flexible working hours and work-from-home facilities, can prove beneficial. 

Offered CTC: ₹5 LPA – ₹6 LPA

• House rent allowance
• Travel allowance 
• Health and life insurance 
• Flexible working hours 
• Paid menstrual leaves 

Work Schedule: 10:00 am to 7:00 pm (Monday to Friday) 

6. Call-to-Action (CTA)

Conclude the research analyst job description with a CTA. Provide a link to the job portal, company website, or email address, where applicants can apply by sharing their resumes and cover letters. You can also ask for additional information, documents, or requirements as per your needs. 

Are you a research enthusiast with a knack for turning data into insights that drive informed decisions? We encourage you to apply by submitting your resume and cover letter to [email protected]. In your cover letter, tell us why you’re passionate about research and what excites you about the prospect of joining our team.

Research Analyst Job Description Sample 

Here’s a research analyst job description example. You can utilize this sample to write a job description ideal for your organization as per your requirements. 

For a strong market presence and consumer satisfaction, in-depth and data-driven research becomes essential. A research analyst plays a significant role in your organization by conducting such tasks, enabling you to make informed decisions. A detailed job description can come in handy when finding a suitable candidate. The points discussed in this blog will help you craft an ideal research analyst job description and find a skilled and cultural-fit candidate. 

Begin your hiring journey with Internshala and hire talent among the 21+ million skilled job seekers. Also, check out our blog on how to hire an employee to build a robust hiring strategy. 

Answer: The skills required for a research analyst include data analysis, statistical modeling, market research, and trend forecasting. They should also have strong analytical skills, attention to detail, and the ability to translate data into actionable insights. Excellent business communication skills are also essential for presenting findings to diverse audiences.

Answer: A research analyst typically requires a Bachelor’s degree in Business Administration, Marketing, Economics, or a related field. A Master’s degree is preferred. Proficiency in statistical analysis software, database query languages, such as SQL , and data visualization tools like Tableau is essential for this role.

Answer: Salary expectations of a research analyst can vary depending on factors, such as experience, location, and industry. In India, the average salary for a research analyst is around ₹4.8 LPA, with the potential to go as high as ₹9.7 LPA.

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Fundamental Equity Research Analyst

Two Sigma is a financial sciences company, combining data analysis, invention, and rigorous inquiry to help solve the toughest challenges in investment management, insurance technology, securities, private equity, and venture capital. 

Our team of scientists, technologists, and academics looks beyond the traditional to develop creative solutions to some of the world’s most complex economic problems.

Two Sigma seeks analysts to join our fundamental equities research team. In this role, analysts will originate idiosyncratic ideas, conduct traditional deep dive fundamental research, generate price targets, and identify key investment themes across industries.

New hires will join a team that performs deep fundamental research in order to generate investment ideas and translate company- and sector-specific insights into scalable and diversifying alpha. The fundamental equities team will collaborate with our close-knit team of quantitative researchers, data scientists, engineers, and business colleagues to both leverage and enhance the capabilities of the Two Sigma platform.

You will take on the following responsibilities:

Identify and deeply evaluate key valuation drivers, thematic views, industry trends, and idiosyncratic questions

Conduct thematic research, participate in investor conferences, meeting with company management teams, monitor company and industry events

Perform well-structured, deep dive, bottom-up fundamental research on specific companies to produce high conviction investment ideas

You should possess the following qualifications:

• 1-4+ years of prior relevant work experience [across investment banking, private equity, hedge funds, or equity research]
• Collaborative team player
• Intellectual curiosity and motivation to innovate and improve
• Strong academic track record; advanced degree or CFA is a plus
• Proven idea generation and investment track record
• Structured, disciplined and scalable investment process

You will enjoy the following benefits:

Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance

Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms

Learning: Tuition reimbursement, conference and training sponsorship

Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves

Hybrid Work Policy: Flexible in-office days with budget for home office setup

The base pay for this role is anticipated to be between $165,000 and $300,000. The anticipated base pay range is based on information as of the time this post was generated. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.

We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.

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Research Analyst

The professional who develops investigative reports on other securities and assets for their companies or clients.

Osman started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years before moving into a growth equity investing role at  Scale Venture Partners , focused on technology. He's currently a VP at KCK Group, the private equity arm of a middle eastern family office. Osman has a generalist industry focus on lower middle market growth equity and buyout transactions.

Osman holds a Bachelor of Science in Computer Science from the University of Southern California and a Master of Business Administration with concentrations in Finance, Entrepreneurship, and Economics from the University of Chicago Booth School of Business.

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity  Associate for Tailwind Capital  in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an  MBA  in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

• What Is A Research Analyst?
• What Does A Research Analyst Do?
• Types Of Research Analysts

What Skills/Personality Do You Need?

• Financial Analyst Vs. Research Analyst 

What is a Research Analyst?

Research analysts develop investigative reports on other securities and assets for their companies or clients. They can also be known as securities, equity, investment, or rating analysts. They are responsible for researching, analyzing, and interpreting market data.

They also use data from operations, finance and accounting, economics , and customers. However, the analyst typically only deals with quantitative data.

There are primarily two types of equity analysts:

• Buy-side analysts
• Sell-side analysts

Both analysts have the same quantitative and analytical characteristics, but their responsibilities and day-to-day duties can differ slightly. 

To become a rating analyst, you need to earn a bachelor's degree in finance, marketing, statistics, business, or something related. Once you obtain a bachelors, you will usually move to an entry-level position for a consulting firm or an internal analyst group.

Someone who wants to be an equity analyst is going to need experience. Most people who want to reach that point will complete at least one internship while getting their bachelor's degree. Most of the internships given are met during their junior year of college.

There are many different analysts: research, financial, investment banking, and risk analysts. All of these positions are different and fulfill specific roles in their firms. For example, an investment banking analyst may work on M&A deals for their firm. 

Research analysts can make a wide range of different salaries based on their experience level. Also, in 2014, the ten-year job outlook was thirty percent. As a result, these analysts are typically one of the first entry-level positions filled at firms. 

The job demand for securities analysts is skyrocketing across the country. The level of growth is considerably higher than most other occupations across the U.S.

Key Takeaways

• Research analysts, also known as securities, equity, investment, or rating analysts, are responsible for researching, analyzing, and interpreting market data. They primarily deal with quantitative data from various sources.
• There are two main types of equity analysts - buy-side and sell-side analysts. They share quantitative and analytical skills but have different responsibilities and daily tasks.
• To become a research analyst, a bachelor's degree in fields like finance, statistics, or business is typically required. Experience, often gained through internships, is valuable for aspiring equity analysts. Some may choose to pursue a master's degree for career advancement.
• Research analysts need both technical and soft skills. Technical skills include research methods, statistics, database administration, and A/B testing. Soft skills like communication, client focus, logical reasoning, critical thinking, and attention to detail are also essential.
• Salaries for research analysts can vary but generally range from $50,000 to $90,000, with higher pay for mid to senior-level positions. The job demand for research analysts is high, with a projected 19% growth between 2021 and 2031, driven by the increasing reliance on data in various industries, particularly in technology and finance.

What Does a Research Analyst Do?

These analysts are responsible for researching, analyzing, and interpreting market data. They also use data from operations, finance and accounting, economics, and customers. As a result, most analysts have quantitative characteristics and analytical personalities. 

These roles can be considered data crunching; the analyst gathers and analyzes working data to make their companies or customers save more money or become more efficient and profitable. Their job is to take in data and make it readable and understandable. 

Data is the bottom line factor in the role of these analysts. In 2019, the world created 41 zettabytes of data. The world could reach 175 zettabytes of data by 2025. 

Data research, analysis, and reporting are the foundation of companies now. For example, some of the highest-valued companies in the world are run off of data, such as Microsoft and google.

Analysts can evaluate and understand the data through statistical methods and software. Once they collect their data, they can analyze it through mathematical, statistical, and analytical models to find patterns and trends that may lead them to business opportunities. 

After they have analyzed the data and understand what it is telling them, they will combine all of the information into a report to make it understandable for management. This way, analysts can communicate with them to make future business decisions.

In most cases, the research analyst is an entry-level position; thus, they work as part of a team and differ from those presenting the information. So, when they are in meetings and conference calls, they do not say much, but the information they create does. 

Types of Research Analysts

There are primarily two types, there are buy-side and sell-side analysts, and their responsibilities slightly differ. The buy-side analyst usually works for a brokerage firm, and the sell-side research analyst usually works for an investment firm. 

When asset management (buy-side) hires rating analysts, they help the company make better business decisions by researching, analyzing, and communicating data to management. This data pertains typically to specific security they may invest in. 

Buy-side  securities analysts  usually work for large institutional investment firms such as hedge funds, mutual funds , or pension funds. Buy-side analysts are considered more professional, academic, and reputable when compared with sell-side research analysts. 

Being a buy-side analyst is all about being right and occasionally avoiding negatives. They also cover one sector, such as the industrial or technology sector. For sell-side analysts, it is common for funds to have multiple analysts for one industry. 

A sell-side analyst's job is to follow a few companies, most within the same sector. These analysts will provide reports on the companies, offer models that project the firm's financial results, and speak with customers or competitors. 

The sell-side analyst's job is to provide research and reports on companies, financial estimates, and price targets. Many analysts will combine their estimates and price targets into one, calling it a consensus estimate. Sell-side analysts provide their reports to investment institutions. 

The analysts will report their research results and what they can conclude. Most of the results they will find are in large clumps of data that most people cannot read. When transitioning it into a presentation, they will add a buy, sell, or hold recommendation. 

Buy-side and sell-side do a lot of the same work; however, the sell-side will sell the research and reports made. That said, the sell side could see a decrease in demand since the buy and sell sides do the same work. 

Research Analyst Qualifications

Most analysts will need a minimum of a bachelor's degree even to be considered for a job. Most employers like their analysts to have a bachelor's degree in statistics, mathematics, or a related discipline. Most entry-level positions do not require a master's degree.

Here is a list of acceptable degrees:

• Mathematics 
• Statistics 
• Business administration 
• Finance 
• Data Analytics

Most entry-level analyst positions do not need much experience, but some mid to senior-level positions may require a minimum of two to four years of experience. In addition, many students complete internships throughout college, which helps them land their first job. 

Once they have completed their bachelor's and worked for a few years to gain experience, they may consider returning to school to complete a master's degree in statistics or mathematics. This will help an analyst get better positions within their companies. 

Other degrees that show future employers that you understand the field are data science, data analytics, and computer science. Many analysts work with computers for most of their days, so understanding how computers work, and applications work may be helpful.

There are a few reasons employers are okay with if an analyst does not have prior experience. First, employers can teach the analyst how they want their jobs completed. Also, although analysts may not have much experience, they still might have valuable skills.

There are primarily two groups of skills you need to become a securities analyst. Technical skills are those that can be required for a specific job. Soft skills are those that travel from job to job. 

For physicians, a few technical skills would be prescribing medication correctly or diagnosing conditions. However, a car mechanic would not need these. Instead, both professions could use soft skills like communication and leadership.

These are the technical skills needed to become a research analyst, and you should consider gaining a few before applying for internships and jobs. These skills are:

• Research methods
• Statistics, statistical modeling
• Database Administration
• Knowledge of A/B testing

A/B testing is a way of comparing two different methods to figure out which one performs better. For example, an analyst may consider A/B testing two other securities to determine which may perform better over time. 

Some soft skills needed to become an equity analyst are:

• Communication skills
• General computer skills
• Customer or client focus

These skills are required for an entry-level position. Although surprising, client focus is a superior skill that impacts the success of analyst jobs.

For instance, analysts will need to use their communication and client-focus skills to win a client over or express their opinion on a certain asset. In addition, the analyst must be able to communicate the information they find in their research to clients and managers. 

The analyst will need more skills that can also be considered logical reasoning, critical thinking, attention to detail, presentation, and organizational skills. These skills are must-haves if one wishes to become an equity analyst.

For example, an analyst will work with lots of data from different places. If they cannot organize the data into something readable and clean, they will not be able to conclude anything from the information.

There are many skills and moving parts as an analyst; this is why the field can be so competitive. 

Financial Analyst vs. Research Analyst 

There are many slight differences between a financial analyst and a securities analyst. Still, the main difference is that research analysts cover a much broader use of research, examination, and interpretation. The data collection can be considered more of an investigative act. 

Financial analysts will likely give trading or investing advice from the data they collect, examine, and report to their managers. A crucial role of financial analysts is to analyze investment portfolio performance and look for new flaws or opportunities. 

These analysts rely on fundamental analysis to determine a company's value; they will analyze its:

• Profitability

current outstanding debt.

This detailed analysis can be used to find an investment opportunity for their firm. 

Securities analysts can be considered more data crunchers. They will spot:

• Market trends
• Abnormalities
• Flaws to find investment opportunities

As a result, their outlook can be broader than financial analysts. Although, some research positions are closely related to financial analysis. These are investment research analysts, they can be considered higher securities analysts, and they make more than the average securities analyst. 

The two jobs regarding education are similar. Although both analysts need a good background in finance and economics, financial analysts certainly need it more than securities analysts. Both also need a good education in mathematics. 

Regarding pay, financial and equity analysts have little difference in their salaries; the average for both careers is about $80,000. Senior-level positions are usually paid more. However, entry-level positions for both jobs are between $50,000 and $70,000. 

Generally, there are a few main differences between financial and equity analysts. A financial analyst inspects financial data and helps companies make decisions. An equity analyst will gather and interpret data and make future financial projections. 

Salary, Job Demand, and Job Outlook

Salaries for equity analysts can be pretty stout; for an entry-level position straight out of college, analysts can expect to make $50,000 to $70,000 a year. Although that does not sound like a great paycheck, remember you have little to no experience, and it takes time. 

Mid to senior-level analysts can expect to make salaries between $65,000 and $90,000 yearly. However, salaries also depend on the companies you work for and your location. For example, an equity analyst for JP Morgan will likely make more than an analyst at a local college.

Most places need these analysts: they provide crucial information for corporations, hospitals, colleges, universities, and, most importantly, large financial institutions. This is important for college students who desire to be equity analysts in the economic field. 

Research analysts understand how to collect, interpret, and report data, including unstructured and big data. This is extremely important for companies as more and more companies rely on technology, making the demand for security analysts very high. 

The job outlook for these analysts is outstanding: These positions are expected to grow by 19% between 2021 and 2031. This growth rate is much higher than most of their occupations. Technology and finance companies are relying on equity analysts more and more.

Analysts are needed in large financial institutions, small businesses, local banks, and corporations. Moreover, they are highly beneficial to those that use them.

Research analysts are people who research, develop data, investigate the data, and report it to their managers. The data they are looking for can be anything from news, financials, or press releases of companies or markets. These analysts work for large financial institutions. 

Some of the responsibilities of analysts are to be data crunchers. The analyst will research, analyze, and interpret data from markets. Analysts have many quantitative and analytical characteristics that make them suitable for the job. 

Data is the foundation of many companies. The analyst brings it to one place, analyzes it, and reports it to their managers clearly and concisely. They play a vital role in the success of financial institutions and many other businesses by giving projections and advice on equities.

Someone aspiring to become an equity analyst should complete a bachelor's degree in statistics, mathematics, or something related. Then, after a few years, it may be worthwhile to go back and complete their master's. Experience is the biggest motivator for promotions and raises. 

Experience will bring better technical skills, including research skills, statistical reasoning, modeling, and A/B testing. However, soft skills are also necessary, such as excellent written and verbal communication and leadership. 

Lastly, securities analysts can expect to make between $50,000 and $70,000 at an entry-level position and between $65,000 and $90,000 for mid to senior-level positions. The job outlook for securities analysts is also excellent; between 2021 and 2031, the expected job growth is 19%. 

Analysts play a crucial role in many businesses and are especially important to financial institutions. It is also an excellent career for those who like to solve mathematical and statistical problems. 

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College Graduates - Full-Time - Fundamental Research Analyst Job at Old Mission

Old Mission Chicago, IL 60654

Job Information

• Date Posted 2024-07-29
• Location Chicago, IL 60654
• Job Title College Graduates - Full-Time - Fundamental Research Analyst
• Gender Both

Old Mission is a global proprietary trading firm that leverages state-of-the-art technology and research to identify and execute profitable trading strategies across multiple asset classes around the world. Our offices in Chicago, New York, London, and Singapore are all composed of naturally-curious individuals who thrive in a team environment and constantly strive for improvement.

Old Mission does not seek capital from outside investors, allowing us the flexibility to aggressively invest in our team members and keep them engaged in the firm's growth.

About The Position

Old Mission is a proprietary quantitative trading firm and is currently recruiting a Fundamental Analyst to join the Options team in our Chicago headquarters. This research analyst will be responsible for conducting economic, event-driven, and company-specific research and analysis and will work with the team to discover new trading opportunities for the firm. We value idea generation over reporting. We are looking for someone who can stay up to the minute with breaking market events, use fundamental principles to interpret them quantitatively, and help influence trading decisions.

Responsibilities:

• Identify and analyze financial/events/information that will have an impact on the options of underlying securities
• Support traders by being the sole point of contact for conducting quantitative and macroeconomic research
• Analyze datasets to identify their potential impact on the price of certain securities and their underlying options
• Conduct quantitative and qualitative analysis on information that could affect trading decisions
• Collaborate directly with traders by providing them with the fundamental overlay necessary to do many things, including developing tools, analyzing market data, and testing strategies

Required Skills:

• An undergraduate or an advanced degree in a quantitative field such as computer science, engineering, or one of the hard sciences
• Extensive knowledge of securities analysis
• Relevant analyst experience preferred, but not required
• The ability to think quantitatively, analyze, and clearly communicate in a time-sensitive trading environment
• Proficient conducting research across domestic and international financial markets
• The ability to multitask across many different projects, securities, and asset classes
• Programming experience preferred
• Sharp, motivated co-workers in a fast-paced office environment
• Competitive Salary
• Discretionary bonus
• Top tier Medical, Dental, Vision, Disability and Life Insurance paid for by the firm
• 401(k) with employer match
• Full stocked kitchen, free breakfast and lunch everyday on-site
• Tuition reimbursement
• Flexible Spending Plan
• Commuter Benefit Program

Old Mission is not accepting unsolicited resumes from any staffing/search firms. All resumes submitted by staffing/search firms to any employee at Old Mission via-email, the Internet or directly without a valid signed search agreement will be deemed the sole property of Old Mission, and no fee will be paid in the event the candidate is hired by Old Mission.

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Fundamental Research Analyst Intern (New York) – Summer 2025

Join our investment analysis team in new york.

The D. E. Shaw group seeks talented individuals with unique perspectives to join us as fundamental research analyst interns. Research analysts are vital to the firm’s fundamental investing groups. Analyst interns may have a passion for investing, but they may also be newcomers to the field and interested in solving complex, multifaceted problems. This role offers the opportunity to work in an inclusive, collaborative, and engaging working environment. This is a ten-week program that will take place in New York and is expected to run from June to August 2025.

What you’ll do day-to-day

You’ll research, analyze, and perform due diligence on specific companies or industries to help the group assess potential investments. You’ll be tasked with analyzing data from a variety of sources, reading company reports, and staying up to date on current news and trends.

Who we’re looking for

• Candidates with keen critical thinking skills who have a demonstrated interest in financial markets, researching companies, and analyzing stocks (e.g., through involvement with investing or finance clubs/internships, economic research experience, or stock pitch or other academic competitions) will excel in this role.
• Applicants should have exceptional attention to detail and be able to analyze new investment ideas while also contributing ideas of their own.
• We welcome applicants currently enrolled in a four-year undergraduate program or graduate degree program across all fields of study. No previous finance experience is necessary. Students who apply to this internship are usually approaching their final year of full-time study.
• The position offers a monthly base salary of $15,000, overtime pay, a sign-on bonus of $10,000, travel coverage to and from the internship, and choice of furnished summer housing or a $10,000 housing allowance. It also includes a $3,300 stipend for self-study materials and a $4,000 stipend for personal technology equipment. If you have any questions about the compensation, please ask one of our recruiters.

At the D. E. Shaw group, we believe the diversity of our employees is core to our strength and success. We are committed to supporting our people in work and in life, which is why we offer benefits such as a family planning and surrogacy program and a charitable gift match to all full-time employees.

Additionally, our staff-led affinity groups are pillars of our community, helping to celebrate diversity, promote leadership and development opportunities, and facilitate inclusive mentorship. Members and allies organize a wide range of educational and social programming, from expert talks to film festivals.

The members of the D. E. Shaw group do not discriminate in employment matters on the basis of race, color, religion, gender, gender identity, pregnancy, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, caregiver status, or any other category protected by law. We are committed to the principles of diversity, equity, and inclusion, and are eager to hear from individuals having a wide range of backgrounds and personal characteristics.

The applicable annual base salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience and educational background.

Candidates to positions in D. E. Shaw group offices in the European Union (any such candidate, an “EU Candidate”) should click here for our European Union Recruitment Personal Data Privacy Notice.

Candidates to positions in D. E. Shaw group offices in the United Kingdom (any such candidate, a “UK Candidate”) should click here for our United Kingdom Recruitment Personal Data Privacy Notice.

Candidates who are residents of California (any such candidate, a “California Resident”) should click here for our CCPA Recruitment Personal Information Privacy Notice.

The D. E. Shaw group may collect, use, hold, transfer, and process candidates’ resumes and associated information (including personal information contained therein) for purposes reasonably related to their application, including without limitation: review and management of employment applications and supporting materials; administration and management of offers to and communication with candidates; and administration, management, and improvement of the recruiting operations of the D. E. Shaw group; and/or where reasonably required in connection with a proposed sale, spin-out, reorganization, or outsourcing of all or some of the business of the D. E. Shaw group. The D. E. Shaw group will not use such information for purposes unrelated to the foregoing, such as direct marketing of third-party products to candidates, without candidate consent. As used herein, the term “personal information” is meant to broadly describe information identifying or relating to a specific individual; it is intended to encompass “personal data,” “sensitive personal data,” and “personally identifiable information” and similar terms, as those terms are defined by law in the jurisdictions in which the D. E. Shaw group operates.

The D. E. Shaw group may transfer such personal information within and outside the country and jurisdiction of the locations where the D. E. Shaw group maintains offices, to other D. E. Shaw group affiliates, to government and regulatory authorities, and to third parties which provide or may provide support and/or services to the D. E. Shaw group and for the purposes set forth above. The persons who may have access to this personal information are other employees of the D. E. Shaw group, in connection with the performance of their duties of employment, and the other parties listed above, in connection with the business of the D. E. Shaw group. (Of course, candidates will be considered for employment opportunities only in those countries in which they express interest.)

The D. E. Shaw group will use reasonable care to maintain the confidentiality of personal information (including appropriate technical measures against unauthorized or unlawful processing and against accidental loss or destruction of, or damage to, such information) and will retain such data as required by applicable law or regulation. Candidates have the right to request access to, and correction of, their personal information in accordance with applicable law; any such request should be submitted to [email protected] . Candidates who have submitted a resume to the D. E. Shaw group and do not wish to proceed with their applications should email [email protected] . Personal information of candidates who have been the subject of background checks may have been transferred in accordance with applicable regulations, and any concerns with such transfers should be submitted to [email protected] .

The D. E. Shaw group may retain candidates’ information for prospective recruiting activities, including sourcing candidates for employment opportunities and for organizing events with prospective candidates, in accordance with our internal data retention procedures. Candidates who do not agree to such future use should email [email protected] .

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Junior Research Analyst Job Description

Junior research analyst duties & responsibilities.

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Employers hiring for the junior research analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Economics, Engineering, Mathematics, Finance, Business, Statistics, Computer Science, Graduate, Science, Business/Administration

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Junior Research Analyst Examples

• Microsoft Word (.docx) .DOCX
• PDF Document (.pdf) .PDF
• Image File (.png) .PNG
• Help clients reach investment conclusions through fundamental data analysis and support
• Apply analytical methods to collect and log data
• Gain experience discovering, handling, and mitigating network intrusions
• Keep abreast of news flow of those sectors
• Research and write up reports with a company or sector specific focus
• Over time, maintain an assigned portfolio of credits with respect to evaluating, analyzing, and reporting on each credit’s periodic financial reporting, major news releases, investor meetings and calls, rating agency actions
• Support other team process and reporting responsibilities
• The initiative and enthusiasm to build a high-quality product
• The ORA will use of critical thinking skills to draw conclusions in support of customer recommendations to senior DoD decision makers
• Provide results to the customer in the form of technical reports/briefings, studies and related documents
• Adequate written and oral communications skills are required (Japanese & English)
• A university degree in Economics or Finance with excellent academic results
• Previous experience in financial services industry, preferably in Equity Research
• Must have financial modeling and/or recent and relevant industry experience with strong English writing skills
• High level of initiative to find a way in unstructured and stressful situations
• Strong Microsoft Excel skills are preferred for tasks related to working with large amounts of data
• Analyses of Retail Audit data
• Preparation of the overview presentations for clients
• Working in close collaboration with Client Service Team in setting the deadlines for the analyses requested
• Research customer buying practices, procurement strategies, budget trends
• Analyze the data gathered to achieve insights into possible business opportunities (specific contracts) and associated organizational dynamics, performance parameters, customer issues
• Present results of analysis and associated recommendations
• Perform similar research and analysis as applied to competitors and/or possible teammates (e.g., corporate structure, core competencies, customer footprint, performance data)
• Research and analyze the contracts in terms of past selections/RFPs (acquisition procedure utilized, SEB makeup, evaluation criteria, ), the actual contract and all associated modifications
• Research and analyze incumbent performance per published info such as CPARs, websites, including managing the FOYI process
• Research and analyze all publicly available OMB, IG, GAO, reports/assessments/findings regarding the contract and/or mission
• Bachelor’s degree with outstanding academic qualifications
• Strong knowledge of Powerpoint is preferred
• Candidates are expected to be adaptable and have the ability to work well under pressure in a deadline-driven environment
• Familiarity with key syndicated research studies (Ipsos, comScore, JD Power, Erdos & Morgan) highly desirable
• Bachelor’s degree in Computer Science or related discipline, or equivalent years’ of relevant work experience
• Understanding of basic networking concepts and technologies
• Manages client requests
• Identify the trends, the competitive landscape, the evolving content and services, differentiate investment opportunities in China Property sector
• Identify the trends, the competitive landscape, the evolving content and services, differentiate investment opportunities in Hong Kong Property and Gaming sector
• Initially focus on building and maintaining internal research models, handling client requests and generating trade ideas
• Overtime, be expected to evolve towards leading coverage for a sub-set of Asia ex-Japan markets and developing client relationships.*LI-JG1
• Work with FDA, internal, and external investigators to understand and interpret medical product safety questions, translate questions into routine queries, provide guidance and suggestions based on scientific and operational experience
• Assist in the management of quality control testing of SAS programs, in accordance with internal standards and guidelines
• Work with large medical claims datasets in a distributed data environment
• Prepare summary reports/presentations
• For senior-level position – supervise, train and mentor junior HPHCI staff, either directly or through other supervisors in group
• DoD 8570 compliant certifications or the ability to obtain certifications prior to hire date
• Bachelor/Master degree in Management Studies/Finance/Accounting from a reputed college/institute
• Close attention to details and ability to work to very high standards
• Capacity to work under pressure and tight deadlines
• Excellent bilingual communication skills in Korean and English
• Financial modeling and advanced Microsoft Excel skills
• Daily operational processing from data collection, analytics calculation, validation, and distribution
• Maintain security reference data and assist with migration to a centralized data repository
• Projects to improve data quality and operational efficiency
• Primary contact point for EM Analytics & Data inquiries in the time zone
• Operational Process and Analytics Methodology documentation
• Disaster Recovery and U.S. Holiday contingency for New York operations
• Work closely with Robin Bhar, David Schenck and Mark Keenan and Michael Haigh on commodity research projects
• Digitialization of the research franchise, model automation and SGMarkets Analytics developments
• The role will involve interaction with MARK sales people and traders
• Some of the work done is likely to be publised to external clients
• A good sense of urgency
• Bachelor/Engineer degree, or above
• Proficient command of English written and oral (Polish is not required)
• Advanced or proficient command of MS Excel and MS PowerPoint
• Interest in macroeconomics, capital markets, corporate finance and business
• 3+ years of experience with performing warfighting assessments and effectiveness analysis, advanced concept development and design, analytic support for the pre-acquisition, acquisition, and sustainment of Navy, Joint, and allied systems acquisition process, or modeling and simulations for operational analysis
• Team-work independent thinking and a pro-active attitude are required
• A very high standard of work and attention to detail is expected
• The role has no managerial responsibilites
• There will be a limited delegation of responsibility
• Will be sitting next to David Schenck and Robin Bhar which makes control and feedback easy and frequent
• Prepare various consumer and analytic research reports including media landscapes, consumer insight profiles and other reports
• Track high frequency property and property related market data
• Ability to understand and interpret economic and property data
• Support the publication of the Property Risk Dashboard – a detailed presentation on the trends and risks of the Irish commercial property market and Irish commercial real estate lending market
• In general, support Head of Research in the production of presentations and other written communications
• BA or BS degree in Engineering, Mathematics, Operational Research, Physics, or a related scientific discipline
• Must have a Bachelor’s Degree in Operations Research or Applied Mathematics
• We are proud to be an Equal Opportunity/Affirmative Action employer
• Candidates must possess a Top Secret (TS) Clearance based on a Single Scope Background Investigation (SSBI) completed within the last 5 years
• Current SCI access is a plus
• Knowledge and experience analyzing and/or supporting the U.S. Armed Forces

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Rajasree Dhar

Delivery Manager at Synapse Search Partners

Last Login: 17 December 2019

Banking & Finance

Fundamental Research Analyst - BFSI

Broader Role / Responsibilities 1. Preparation of detailed financial statements and in-depth Analysis & Valuation of companies under coverage. 2. Working independently on companies for preparing detailed financial models and preparing detailed equity research reports. 3. Preparing peer comparison analysis to identify the potential company for investment, following every news for the same. 4. Tracking major events across global markets, specifically equity markets and analyzing their effects on the local stock markets and related asset classes. 5. Analyzing stock specific movements. 6. Tracking sharp movements on certain stocks, and analyzing daily, monthly movements and finding reasons for the same. 7. Keeping track of block deals taking place during market hours and tracking fund buying in stocks post market hours. 8. Tracking brokerage reports and analysis on stock markets as well as specific company stocks and writing reports on the same. 9. Keeping updates on daily news in terms of Cabinet decisions, political announcements, company specific announcements and tracking movements on the specific stocks or benchmark indices. 10. New Stocks idea generation.

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