How to become an Equity Research Analyst

Overview, Courses, Exam, Colleges, Pathways, Salary

Finance and Accounts


Who is Equity Research Analyst ?

Equity research examines a company's financial performance and anticipates both the purchasing and selling characteristics of the firm's assets in the stock market. It is a comprehensive approach to examining a business's assets and liabilities that entices investors to engage in the business. Equity research analysts write reports, do equity research, evaluate financial data, and make financial projections. Analysts of equity research must be very analytical and rigorous. Research analysts work in the finance industry full time. Equity research analysts may also require to work overtime or on weekends. Equity research analysts' job is drafting many reports and presentation of reports; Equity research analysts must acquire strong communication.

Typical day at work

What does Equity Research Analyst do?

The roles and responsibilities of equity research analyst includes:

  • To do analysis of past results,
  • To perform variance analysis
  • To identify trends and make recommendations for improvements
  • To provide analysis of trends and  recommend actions for optimization
  • To identify and drive process improvements, like the creation of standard and ad-hoc reports
  • To  use excel functions to analyze and organize data
  • To create graphs, charts and presentations for leadership teams
  • To develop recommendations to improve business operations

Abilities and Aptitude needed

What are the skills, abilities & aptitude needed to become Equity Research Analyst?

To become an Equity Research Analyst, the aspirants must need to develop specific skills like performing and carrying the duties effectively, strong networking skills for relationship management within the industry of specialisation, critical thinking skills and strong analytical skills for efficient interpretation of related investment data, good oral, written, and verbal communication skills,  and a good understanding of the capital market, financial statements, and valuation concepts. In addition, equity Research Analysts must be able to train younger analysts, exhibit multi-tasking talents, and be adaptable to rotating shift schedules.


Salary for Equity Research Analyst?

The compensation for the equity researchers is good. Equity research analyst start package is INR 3.5 lacs per annum in small brokerage firms to INR 20.0 lacs per annum in the foreign banks.

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How to become an Equity Research Analyst?

Entrance Exam

Entrance Exam for Equity Research Analyst ?

To enroll into a Bachelor's Program in Equity Research Analyst, it is essential for the aspiring candidate to clear entrance exams conducted by various educational institutes. Most widely conducted entrance exams are CAT/MAT/XAT/IIFT/MICAT/SNAP/NMAT/CMAT/MAH-CET/GMAT/IBSAT/ATMA.


Which course I can pursue?


Which Industries are open for Equity Research Analyst?

  • Industries and Commerce
  • MNCs and Private Industry
  • Financial Accounting Service
  • Security Firms



Are there internships available for Equity Research Analyst?

The internship programme enables students to obtain experience working in a company while still enrolled in school. Companies prefer candidates with at least three to five years of experience working in research in the investment industry. Training will provide help to equity research analysts to understand the processes and needs of their employer. In addition, the internship program provides 'hands-on' guidance in the financial sector, particularly equity analysis.

Career outlook

What does the future look like for Equity Research Analyst?

By pursuing a career as an equity research analyst, the aspirant may slip via the back door like an undervalued stock, develop a strong network of buy-side experts and business executives, and have more exciting work than investment banking. Since the equity research analyst analyses equities and also assists managers in becoming more conscious and making well-informed investment decisions. They possess all expertise about investments, stock market fluctuations, and all other pertinent facts regarding inflation and the advancement of many areas in this industry. Their work finding trends in the present market and developing the algorithm that enables them to do so has trained them to be very analytical and detail-oriented in their professional lives.