Equity Analyst Salary
Earnings for Equity Analysts in the United States come in at around $71K per year on average. Final cash compensation to Equity Analysts varies from around $48K to approximately $165K; choice pay grades include potential for bonuses and profit sharing as high as $65K and $12K, respectively. Location and career length each impact pay for this group, with the former having the largest influence. Almost all report receiving medical coverage from their employers and the greater part collect dental insurance. Job satisfaction is reported as high by the vast majority of workers. Generally, women make up less than a third of all Equity Analysts who answered the questionnnaire. This snapshot results from replies to PayScale's salary survey.
Job Description for Equity Analyst
An equity analyst oversees a company's investments, tracking investment data and making recommendations to managers. The nature of these investments vary from industry to industry, but could include real estate, stocks, or material goods. An equity analyst must analyze market trends, identify investments that hold good return-on-investment potential, and ensure that current investments are performing as desired. These investments may be spread over a wide company portfolio, and an equity analyst must be familiar with the many different company investments. The equity analyst may oversee investments in private funds, pension funds, charitable contributions, and other types of expenditure. On a schedule determined by the company, likely quarterly, an equity analyst is required to present data and findings to a team who will use the recommendations of the analyst to determine if any changes in company investments need to be made.Read More...
The majority of employers require a minimum of five years of finance experience and prefer additional experience within the company's industry. A minimum of a bachelor's degree in finance (or a similar discipline) is required, with many companies preferring a master's degree. Additionally, certified financial analyst (CFA) certification is a basic requirement for the majority of employers. In some industries, field-specific certifications and training may be required. An equity analyst must have strong research skills, a background in finance, and the ability to process data to ensure that their company is making the most of existing and potential investments. Skills vital to the job include organization, an ability to process and present data, and exceptional oral and written communication skills.
Equity Analyst Tasks
- Manage upside/downside price targets with the portfolio manager.
- Perform technical analysis and charting, volume trends, liquidity analysis of trading volumes, short interest, days to cover.
- Perform due diligence on current positions including valuation analysis, industry research and company specific fundamental analysis.
- Analyze company valuation models, cash flow/income/balance sheets and earnings.
- Work with Portfolio Manager to ensure best execution of trades.
Private Equity Investment Analyst Job Listings
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Popular Skills for Equity Analyst
Equity Analysts generally report applying a varied skill set to their work. Most notably, facility with Research Analysis and Valuation are correlated to pay that is significantly above average, leading to increases of 30 percent and 11 percent, respectively. Skills that are correlated to lower pay, on the other hand, include Microsoft Excel and Equity Management. Most people who know Financial Analysis also know Research Analysis.
Pay Difference by Location
Surpassing the national average by 88 percent, Equity Analysts in Denver receive some of the highest pay in the country. Equity Analysts will also find cushy salaries in Boston (+24 percent), Chicago (+22 percent), Los Angeles (+22 percent), and New York (+16 percent). Equity Analysts' salaries are heavily influenced by location — Equity Analysts in Philadelphia bring in salaries that are 28 percent lower than the national average.