Equity Research CV Example

A stronger, more engaging equity research CV gives you the best chance of success. It can help you pass the ATS CV screening stage and impress the recruiter or hiring manager, increasing your prospects of reaching the interview stage. Let’s take a closer look at the key parts of a CV and how to develop them for maximum impact.

Main sections of an equity research CV

Your approach to creating your winning equity research CV will differ depending on your experience, your seniority and the details listed in the job description.

However, no matter where you are in your career, an equity research CV must present a clear, compelling narrative of your professional journey. To help you build that story, we’ll now break down the document piece-by-piece—from the initial contact header to your most significant career milestones.

CV Header

Start your equity research CV with a header that features subtle, professional design elements and sets the tone for the document. Add your name, email address, phone number and location (your full address isn't normally needed). If you have a LinkedIn profile, consider adding a URL to this in your header, to help the reader easily find more information on your career and credentials.

For UK jobs, it's generally not a good idea to add a photo or any other personal details beyond your basic contact information. This means leaving off details such as your age, gender, ethnicity and nationality, as these can introduce bias to the selection process and complications related to the Equality Act 2010.

CV Summary

Under your header, write a brief CV summary or CV objective, outlining a few of your key skills, qualities and achievements. This short paragraph can help employers to quickly assess your suitability for the role, setting the tone for your equity research CV. While the CV summary focuses on your key skills and achievements, a CV objective highlights your career ambitions, making it more suitable for junior candidates.

Whether you choose to write a summary or an objective, aim for a length of two or three sentences, introducing your key skills, unique qualities and key achievements or ambitions, making sure they reflect what's included in the job description.

A good CV summary would typically focus on a couple of key skills that match the job description, demonstrating how you've used them to good effect in previous roles. It's important to focus on your unique qualities and provide a preview of how they've made an impact in your career to date, which you'll unpack later in the document. Here's an example of an effective equity research CV summary, with evidence of your impact and neat, well-structured sentences:

See above for an example of an ineffective summary, with subtle differences leading to a reduction of impact. There are several factors that could make your summary less engaging. These include using long, poorly-structured sentences, failing to add evidence of your impact, being too generic with the skills you mention and not adapting your CV summary to specifically respond to the job description.

Work History

A CV's work experience section is usually its most important element. Employers tend to value the work experience section, as it shows evidence of how you've put your relevant skills to good use in your career to date. Always take the time to tailor this section, including keywords and phrases that match the job description. This will help employers to judge how strong a fit you are for the role, and how you might apply your skills for the benefit of the organisation.

List only your most relevant jobs, and go back up to 10 or 15 years, depending on your experience levels. List your job title, the name of the employer, its location and the dates you worked there. Also include bullet points for each entry, highlighting how you used your skills to add value for the employer.

To differentiate your work experience section from other candidates, include action verbs and quantifiable evidence that showcases the impact you made. Show your career progression through the skills you developed and used in each role. See below for an example of how to put the work experience section best practice into action:

Above you can see an example of what not to do with your equity research CV work experience section. An unengaging work experience section could be too generic, focusing too much on day-to-day duties rather than skills and achievements. It could also fail to address the job description or lack evidence to show the impact you've made in your career to date.

Education

With your education section, you'll draw attention to your most recent and highest qualifications, particularly emphasising any qualifications listed as a requirement in the job description.

To be eligible for equity researcher positions, you typically need to have a relevant university degree, and include it in your CV. If you have a Bachelor of Science in Finance or another related degree that qualifies you for the role, you should definitely mention it in your CV, along with any other degrees or qualifications that highlight your most relevant skills, such as MS excel proficiency or financial statement analysis.

When creating your education section, think about which qualifications are most relevant to the role, and list them in reverse-chronological order, starting with the most recent and working back from there. Add the name and level of the award, the institution, its location and your dates of study or graduation. If you have space or if you particularly want to emphasise your qualifications, you could add one or two bullet points under each entry, highlighting specialist areas of study, projects you worked on, awards you won or societies you were a member of.

You might also wish to add specialist qualifications, certifications or licences that are required for the role. If you add any of these, include the expiry date, if the qualification requires renewal in the future.

Key Skills

Your CV's skills section CV's skills section is a great place to showcase some of the key skills necessary for the role. Check the job description to understand which skills are most essential, and provide a combination of hard and soft skills, reserving space to include some unique qualities that can help you to stand out from the competition. In an equity research CV, only list the most relevant and essential skills you possess, such as communication and statistical data analysis, to make a positive first impression and show you're qualified for the equity researcher position.

Hard Skills

Hard skills and technical skills are the specialist skills required for completing the everyday duties of the role, such as the use of certain software or equipment, or specialist industry knowledge. You can develop these skills through study, training, on-the-job or through completing industry certifications. For equity researcher roles, key hard skills you've gained, such as MS excel proficiency, and equity valuation methods, are typically among the most critical for the job. Check the skills specified in the job description, and add four or five key hard skills to your CV that show employers you're capable of completing the key duties of the role.

You'll want to include a list of hard skills that closely matches the skills listed as 'essential' or 'desirable' in the job description, while also reflecting your own strongest technical skills.

See below for examples of skills that are frequently included in the hard skills section of an equity research CV:

Soft Skills

Soft skills are distinct from hard skills and tend to reflect your inherent personal qualities and strengths. These are often more transferable to different roles, and help the reader understand your working style, and your likely fit to the team and the organisational culture. The world of work is evolving at a rapid pace, changing the types of hard skills required for many roles, and therefore rendering soft and transferable skills more valuable than ever. Soft skills are also extremely valuable for junior and entry-level roles, where candidates aren't necessarily expected to have a wealth of relevant work experience.

As with hard skills, review the job description to understand the best soft skills to mention in your equity research CV. The best CV soft skills section includes specific skills that you can evidence with examples throughout your CV. Your soft skills list should reflect the job description as closely as possible, while also reflecting your strongest, unique talents and personal qualities. Aim for a list of around five key skills.

Consider the following soft skills that frequently appear in an equity research CV.

Languages

If you speak any additional languages, you might want to consider adding a languages section to your CV. Even if languages aren't a requirement of the job description, speaking a foreign language can reflect well on you as a candidate, and correlate with other soft skills that can increase your employability. In this section, include any foreign languages you speak to a standard that could be useful in the world of work, with an indication of your proficiency level.

There are several methods of confirming your foreign language skills on your CV. The simplest way is by assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications

Depending on the role you're applying for, and the type of qualifications you have, you might want to include a separate section for certifications, in addition to the education section. If you've been proactive in pursuing professional development opportunities throughout your career, it's worth showcasing them. Not only do they make you more qualified, they also show a proactive and motivated mindset. Furthermore, if there are any necessary certifications or licences for the job, this CV section takes on even more importance. If you're applying for a technical role or a position that involves the use of specialist software or equipment, these might make it more necessary to include a section showcasing your training.

Take a look at this list of example certifications and licences for equity researcher candidates:

Additional Sections

Adding optional sections to the end of your equity research CV is a good way of showing you have the necessary skills for the job. Consider including a few optional sections to your CV if you think you need to provide extra information to prove your credentials. These sections can be particularly valuable if you lack relevant work experience, such as for entry-level roles, or if you're changing careers to a completely new field or specialism.

And if you'd like more tips on making your CV stand out, explore our career resources. They’re designed to help you showcase your strengths and boost your chances of landing the job.

Hobbies and Interests

If you participate in hobbies and activities that are related to the role, or use some of the same skill set, you could include them in a hobbies and interests section. In addition, you can use hobbies and interests to show elements of your personality that might not shine through otherwise, giving you a chance to offer something different to most candidates. However, a hobbies and interests section is only valuable if it helps you to show relevant skills you've been unable to evidence in other parts of your CV. If your hobbies and interests are unrelated to the job, it's best to leave them off your CV.

Achievements

Compiling your key career achievements into a single list is an effective way of making your CV more readable at a glance. In this section, add any awards or recognition you've received for achievements, and any career milestones you've reached that show you're a strong candidate for the job.

Voluntary Work

Listing volunteer roles is another effective way of showing employers your skills and experience. If you're lacking work experience, either as a junior candidate or a career changer, adding volunteering activities gives you a chance to show how you've put your skills into action. Approach your volunteering section in much the same way as your work experience section.

For each entry, include a job title or description of your role, the organisation, its location and the dates you volunteered. Adding bullet points can also help you to show how you developed relevant skills, and used them to good effect.

Most effective action verbs for an equity research CV

Starting each of your work experience bullet points with strong action verbs is a great way to showcase your key skills and qualities, and demonstrate the impact they've had in your career to date. Start each bullet point with a verb linked to the skills required in the job description, to add focus to your work experience section and make it easy for the reader to identify your strengths. Remember, it's essential to evidence any action verbs you add to your work experience. This will help show your achievements and the impact you made in previous roles. Use past tense for action verbs that describe previous roles, and present tense for your current position.

Equity research CV example

Now that we've covered the main sections to include in your equity research CV, we can see how it would all come together in its final form in the example below:

If you want to get a feel for how your CV will look once you finalise its design and layout, check out our CV examples for inspiration.

Tips for optimising your CV for ATS

Applicant tracking systems (ATS) are becoming more and more integral to the recruitment process for many employers. These systems ease the burden of the recruitment process by performing various tasks, including scanning and ranking CVs based on their likely fit to the job description. This task can relieve some of the strain on hiring managers through the recruitment process, which can become very resource-intensive, with roles often eliciting hundreds of applications.

The growing prevalence of ATS means candidates need to write and format their CV in a way that's compatible with the software, giving it the best chance of being accurately scanned and parsed, and ranking highly against other candidates. Here are some tips on how to optimise your CV for ATS screening:

• Include keywords and phrases that match the job description, making it easy for ATS apps to identify a strong fit for the role.
• Use clear, standard CV headings that are easily recognisable, such as 'work experience', 'education' and 'skills'.
• Choose a simple, standard CV structure and omit any design elements that might make your CV less easy to read by automated systems, such as text boxes and columns.
• Select a font that's widely used and maximises readability, including popular serif and sans serif fonts between size 10 and 12 for body text, and 14 and 16 for headings.
• Use bullet points in place of full sentences and paragraphs, as these are easier for ATS apps to scan and parse, and help your keywords stand out.

It's easy to get overwhelmed by the steps to creating an ATS-compatible equity research CV, but a few small changes can make a big difference. To smooth the process, use one of our expert-designed, ATS-optimised CV templates to increase your chances of success at this stage of the screening process.

Key takeaways for a successful equity research CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Pick a CV format that matches your experience level, and focus on showing the reader how you've developed relevant skills and put them to good use to add value for previous employers.

Finally, using an eye-catching, expert-designed CV template from Jobseeker can really give your CV an edge over those from rival candidates, helping you to achieve success in your job applications.

Citations:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, Hiring Trends