The average pay for an Equity Analyst is HK$846,000 per year.
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. (Copyright 2018 PayScale.com)
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.
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