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How to Become an Equity Research Analyst: Skills, Exams, and Job Description

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How to Become an Equity Research Analyst

Introduction

Introduction Equity analysts are Investment and Money market professionals who use their expert knowledge of stocks and bonds to provide financial guidance to individual investors, brokers, and investment consultants. They are required to gather and assess data on stocks and bonds, create financial models, and develop forecasts that will lead to informed decisions for their Clients about investment opportunities.

Are you interested in building a career as an Equity Analyst? Do you want to know how to become an Equity Research Analyst?

To build a career in the Equity Analyst sector you need first to understand the Job profile and responsibilities of the Equity Analyst Career. This blog gives you a clear idea of what it is like to become an Equity Research Analyst in India.

Are you Interested in building a career as an Equity Analyst?

To build a career in the Equity Analyst sector you need first to understand the Job profile and responsibilities of the Equity Analyst Career

This blog gives you a clear idea of what it is like to become an Equity Analyst in India.

Eligibility and Courses

Eligibility

After 10th

After 12th

Graduation

Post Graduation

The candidate must have appeared in 10 from any recognized educational board.

The Candidate then has to appear for the HSC exam from a recognized board

Interested candidates can undertake a bachelors degree,  which is a 3-year degree program

The candidates can also pursue a master’s degree so that they can have better career opportunities. 

The candidate should try to gain at least a minimum of 50-60% marks to be eligible to enter Any stream of choice

Most Stockbrokers appear in the commerce stream however it is not a hard and fast rule.

  • Bachelor in Wealth Management
  • BA in Finance and Investment
  • BA in Economics

These are some of the better options for a bachelor’s degree

They can pursue a Master’s Degree such as an MBA in Finance or Economics, which can be up to 2 years

Commerce is still the stream of choice for most stock brokers. However, a Diploma in Stock Exchange and Mutual Funds is also a valid choice

The candidate should try to gain at least a minimum of 50-60% marks. Then, only they will become eligible for the bachelor’s course

After Graduation, the student can either search for a Job or go for a Master’s Degree

The Candidate must have at least 1 to 2 years of Experience in the sector at a starting position to get a high paying and good position in a reputed organization. Or they can work as a freelancer.

Top Colleges

Colleges

Location

Dr. N.G.P. arts and Science College

Tamil Nadu

SMI

Bangalore

Holy Grace Academy

Kerala

Nitte School of Management

Karnataka

Tirupati institute of management

Thane

Entrance Exams

Equity Analysts typically need a combination of education, skills, and experience to be successful in their role. However, some companies or organizations may require candidates to take tests or assessments to evaluate their skills and suitability for the role.

Work Description

Equity analysts are financial professionals responsible for analyzing the performance of companies and industries and use this information to make recommendations about which stocks to buy or sell. They may also provide analysis of a company’s financial statements to help investors make investment decisions. They do this while working with brokerage firms, banks, mutual funds, insurance companies, and other financial institutions where they gather as much information as possible about a given company in order to determine its value including reviewing financial statements, conducting interviews with company executives, and analyzing industry trends. This is a part of how to become an Equity Research Analyst.

Job Profiles

Job Profile Point 

Description 

Communication 

Equity analysts need to convey financial information to clients, explain investment strategies, and answer client questions. They also use communication skills to build relationships with clients and colleagues. 

Technical Analysis 

Equity analysts use technical analysis to determine the best time to buy and sell stocks. This involves analyzing market trends, analyzing the company’s financial data, and analyzing the company’s value. 

Research 

Equity analysts need to research companies and their stocks to provide clients with the most up-to-date information. This can include researching the company’s financial records, market trends, and other information that can help clients make informed investment decisions. 

Financial Knowledge 

A strong understanding of financial concepts, such as cash flow, debt, and revenue is important for any Equity analyst. This knowledge is necessary to interpret financial data and make informed investment recommendations. 

Work Experience 

The Candidate must have at least 1 to 2 years of Experience in the sector at a starting position to get a high paying and good position in a reputed organization. Or they can work as a freelancer. 

Cons

FAQs

What is an Equity Analyst?

An Equity Analyst is a financial professional who uses their expert knowledge of stocks and bonds to provide financial guidance to individual investors, brokers, and investment consultants.

What skills are required to become an Equity Analyst?

The key skills required are Communication, Technical Analysis, Research, and Financial Knowledge. These skills help in conveying financial information to clients, determining the best time to buy and sell stocks, researching companies and their stocks, and interpreting financial data to make informed investment recommendations.

What is the eligibility to become an Equity Analyst?

A candidate must have appeared in 10th from any recognized educational board, then appear for the HSC exam from a recognized board. Interested candidates can undertake a bachelor’s degree, which is a 3-year degree program. They can also pursue a master’s degree for better career opportunities.

What is the work description of an Equity Analyst?

Equity analysts are responsible for analyzing the performance of companies and industries and use this information to make recommendations about which stocks to buy or sell. They may also provide analysis of a company’s financial statements to help investors make investment decisions.

What are the pros and cons of being an Equity Analyst?

Pros include analytical work, opportunities for growth, a competitive salary, and access to high-level executives. Cons include a high-pressure environment, long working hours, the need for constant learning, high responsibility, and market volatility.

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