Equity Research Associate Cover Letter Sample

Equity Research Associate, 06/2014 to 06/2015
  • Coverage: Vehicle/Equipment Rental and Remarketing, Business Services, Staffing.
  • Performed channel check calls and web surveys to gather proprietary data.
  • Programmed a web-scraping interface to collect data automatically.
  • Created and maintained financial models for portfolio company evaluation.
  • Traveled with management teams and clients to discuss coverage.
  • Published industry research for use by institutional investors.
  • Researched and presented new coverage prior to initiation.
  • Researched merger and acquisition rumors prior to public announcement.
Equity Analyst, 01/2013
  • Selected for a nationally acclaimed securities research program.
  • Member of a three-student team responsible for:.
  • Publishing an investment research report on Teche Holding Company (TSH-NYSE), the parent company of Teche Federal Bank.
  • Interviewing President/CEO, CFO, Treasurer, and VPs during a site visit in New Iberia, LA.
  • Developing cash flow and earnings models as well as peer comparisons and other valuation tools.
  • 12 month projection was $57 -- Teche was later acquired at $70 per share.
  • These reports are distributed to more than 20,000 investors and appear online at www.burkenroad.org.
Financial Analyst/Database Administrator/Web Designer, 01/2011 to 01/2013Barrett Benefits Group
  • Programmed a web-scraping interface to collect data automatically.
  • Prepared financial reports for tracking by line of business.
  • Set up online database for access and administration purposes.
  • Designed a website with a dynamic web form sign-up system.
Mergers and Acquisitions Analyst
  • Assist in the financial due diligence process and coordinating with the operational review team and the legal department through the due diligence process from acceptance of term sheet to closing.
  • Create pro forma financial models and work with the CFO and Controller in generating financial information to be presented to the credit markets, outside auditors and the PE partner.
  • Assist the Manager Mergers & Acquisitions in monitoring the earn-out payments and manage deadlines in purchase agreements for such items as working capital calculations, etc.
Bachelor of Science:Finance,Spring 2014Tulane University, A. B. Freeman School of Business - New Orleans, LAFinance 3.24
Burkenroad Reports Financial Modeling Venture Cap & Private Equity Analysis of Fixed Income Securities Investment in Equities Advanced Financial Management *Certified Microsoft Excel Specialist *Series 7 Certified *Fluent In SQL Coding Language
Acquisitions, cash flow, closing, Controller, credit, clients, database, due diligence, Equities, Equity, financial, Financial Management, Financial Modeling, financial reports, Fixed Income, industry research, legal, Mergers, access, Microsoft Excel, Coding, research, Securities, SQL, Staffing, surveys, valuation, website
  • Awards/Accomplishments *Tulane University Distinguished Scholar Award -3 years *Tulane Dean's List

Equity Analyst Cover Letter

Equity Analysts provide insights into stocks and bounds to investments advisers and brokers. The areas they monitor include consumer goods, automotive, pharmaceuticals, and software development. Specific responsibilities of an Equity Analyst include monitoring industry trends, performing research, making recommendations, taking part to industry events, analyzing financial data using mathematical models, reviewing public records of companies, and updating their job knowledge.

The ideal candidate for this job should be able to demonstrate the following abilities throughout his or her cover letter:

  • Financial expertise
  • Excellent interpersonal and networking skills
  • Analytical thinking
  • Attention to details
  • Observational skills
  • Being able to work under pressure
  • Computer proficiency
  • Teamwork
  • Deadline orientation

Just beneath is provided a cover letter sample for Equity Analyst highlighting similar skills and abilities.

For help with your resume, check out our extensive Equity Analyst Resume Samples.

Dear Ms. Dorsey:

As a highly analytical and detail-focused professional with more than 13 years of strong experience analyzing financial reports, identifying strategic investment opportunities, and assessing market risk, I am more than prepared to exceed your expectations as your next Equity Analyst. With this in mind, I invite you to review the enclosed resume detailing my experience and accomplishments to date.

My background spans excellent experience evaluating company portfolios, interviewing corporate management teams, building complex financial models, and identifying the overall financial worth of companies. My proven success in advising companies on customized, effective investment strategies—along with my expertise in utilizing an array of financial methodologies and tools—positions me to make a significant impact on your company.

Highlights of my experience include…

  • Initiating analytical coverage on 40+ companies in the consumer staples and consumer discretionary sectors of the U.S. equity markets; researching equity positions and monitoring valuation metrics on fund securities and risk exposures; developing exit/entry points for P&L targets.
  • Developing and managing a consumer staples sector model portfolio that appreciated 14% in 2006, outperforming its benchmark by 470 basis points.
  • Acquiring deep experience in equity research and analysis at leading Fortune 500 companies including Hanover, American Express, and P.D. Eisenhower.
  • Reviewing detailed financial reports and filings and analyzing statements to cultivate a more intricate understanding of companies.
  • Producing detailed research reports and presenting investment recommendations to managers.
  • Demonstrating confidence, leadership, and superior communication skills to interact effectively with cross-functional teams and propel portfolios to peak performances.
  • Earning a Bachelor’s degree in Business Administration with an emphasis in Finance from the University of Missouri; graduating Summa Cum Laude.

With my experience in equity and portfolio analysis, combined with my inherent understanding of market trends and forecasts, I am ready to provide outstanding service within your company. I look forward to discussing the position with you in further detail.

Thank you for your consideration.


Sandra M. Rose

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