As an Equity Research Intern, your CV should be a compelling showcase of your analytical prowess, financial acumen, and understanding of market trends. It's about striking the right balance between demonstrating your technical skills and your ability to apply them in a real-world context. An impactful CV will highlight your ability to conduct thorough financial analysis and research, and how these skills can contribute to the success of the firm.
Whether you're targeting roles in investment banking, asset management, or private equity, these guidelines will help ensure your CV stands out to employers.
Highlight Your Education and Relevant Coursework: Mention your degree and major, focusing on relevant courses such as Financial Accounting, Corporate Finance, or Econometrics. Include any honors or distinctions you've received.
Showcase Your Analytical Skills: Detail your experience with financial modeling, data analysis, and valuation techniques. Use specific examples to demonstrate your ability to interpret complex financial data.
Customize Your CV for the Role: Tailor your CV to match the job description, emphasizing relevant experiences and skills. If the role requires knowledge of a specific industry, highlight any coursework or projects related to that industry.
Detail Your Proficiency in Financial Tools and Software: List your proficiency in tools like Bloomberg Terminal, FactSet, or Excel. Highlight any experience with programming languages like Python or R that are increasingly used in equity research.
Demonstrate Your Understanding of the Financial Markets: Mention any relevant internships or projects that required you to analyze market trends, company financials, or economic indicators. This will show your ability to apply your skills in a practical context.
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Dedicated Equity Research Intern with a proven ability to conduct comprehensive research, develop accurate financial models, and influence investment decisions. My contributions have led to the identification of high-potential investment opportunities, improved valuation estimates by 20%, and influenced the allocation of $5M in capital. With a track record of enhancing research efficiency and contributing to increased portfolio returns, I am eager to apply my skills and drive for success in a challenging new role.
CAREER Experience
Equity Research Intern• 01/2024 – Present
Delta Electric
Conducted comprehensive equity research on 10+ companies in the technology sector, resulting in the identification of 3 high-potential investment opportunities.
Developed financial models and forecasts that improved the accuracy of valuation estimates by 20%, enhancing the firm's investment decision-making process.
Presented research findings to senior analysts and portfolio managers, influencing the allocation of $5M in investment capital.
Financial Analyst Intern• 03/2023 – 12/2023
Precision Wealth Advisors
Assisted in the creation of quarterly earnings reports for 15+ companies, providing valuable insights that informed investment strategies.
Performed in-depth industry analysis on the healthcare sector, identifying key trends and potential risks that influenced the firm's investment approach.
Collaborated with a team of interns to develop a comprehensive database of industry-specific financial metrics, improving the efficiency of the research process by 30%.
Investment Analyst Intern• 11/2021 – 03/2023
Triumph Investment Strategies
Supported the development of investment theses and recommendations, contributing to a 15% increase in portfolio returns.
Conducted rigorous financial analysis and due diligence on potential investment targets, mitigating investment risk.
Participated in client meetings and conference calls, gaining valuable exposure to client management and communication skills.
SKILLS
Equity Research
Financial Modeling and Forecasting
Investment Analysis
Industry Trend Identification
Collaborative Teamwork
Financial Metrics Database Development
Investment Thesis Development
Risk Mitigation
Client Management
Communication Skills
EDUCATION
Bachelor of Science in Finance
University of Richmond
2020-2024
Richmond, VA
CERTIFICATIONS
Chartered Financial Analyst (CFA)
04/2024
CFA Institute
Financial Risk Manager (FRM)
04/2023
Global Association of Risk Professionals (GARP)
Certified International Investment Analyst (CIIA)
04/2023
Association of Certified International Investment Analysts (ACIIA)
Equity Research Intern CV Template
1.) Contact Information
Full Name
[email protected] • (XXX) XXX-XXXX • linkedin.com/in/your-name • City, State
2.) Personal Statement
Motivated Equity Research Intern with [number of years/semesters] of experience in [specific functions, e.g., financial modeling, data analysis]. Seeking to leverage my skills in [specific skills, e.g., market research, financial analysis] to contribute to [Company Name]'s research team. Eager to apply my knowledge of [specific industry or sector] to generate insightful reports and support strategic investment decisions.
3.) CV Experience
Current or Most Recent Title
Job Title • State Date • End Date
Company Name
Assisted in [type of research, e.g., market trends, company financials] to support [specific project or initiative, e.g., investment recommendations, sector analysis], demonstrating strong [soft skill, e.g., analytical thinking, attention to detail].
Contributed to [type of report, e.g., equity research reports, financial models], utilizing [analytical tools/methods] to enhance [outcome, e.g., investment strategies, decision-making process].
Collaborated with [teams/departments] to [task or responsibility, e.g., compile data, analyze financial statements], resulting in [quantifiable benefit, e.g., improved report accuracy, increased efficiency].
Previous Job Title
Job Title • State Date • End Date
Company Name
Participated in [project or initiative, e.g., sector coverage, earnings season], which led to [measurable impact, e.g., informed investment decisions, identified growth opportunities].
Conducted [type of analysis, e.g., financial analysis, valuation modeling], employing [analytical tools/methods] to inform [decision-making/action, e.g., stock recommendations, investment strategies].
Key contributor to [task or responsibility, e.g., company meetings, report writing], ensuring [quality or standard, e.g., accuracy, thoroughness] in all research deliverables.
4.) CV Skills
Equity Research
Financial Modeling and Forecasting
Investment Analysis
Industry Trend Identification
Collaborative Teamwork
Financial Metrics Database Development
Investment Thesis Development
Risk Mitigation
Client Management
Communication Skills
5.) Education
Official Degree Name
University Name
City, State • State Date • End Date
Major: Name of Major
Minor: Name of Minor
6.) Certifications
Official Certification Name
Certification Provider • State Date • End Date
Official Certification Name
Certification Provider • State Date • End Date
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In the competitive field of equity research, the formatting of your CV can play a crucial role in landing an internship. A well-structured CV not only demonstrates your professionalism and attention to detail—key traits for an Equity Research Intern—but also makes it easier for potential employers to understand your qualifications. Proper formatting can significantly enhance the reader's perception of your skills and experience, potentially tipping the scales in your favor for an interview.
Begin with a Focused Objective
Start your CV with a clear, concise objective that aligns with the equity research internship you're applying for. This should briefly outline your career aspirations, your interest in equity research, and how you intend to contribute to the prospective firm. A well-crafted objective can set a positive tone for the rest of your CV and demonstrate your enthusiasm for the field.
Emphasize Academic Achievements and Relevant Coursework
As an intern, your academic background is one of your strongest assets. Highlight your degree, relevant coursework (like financial analysis, corporate finance, or investment strategies), and any academic honors or awards. Position this section near the top of your CV to allow hiring managers to quickly assess your theoretical knowledge and academic prowess in finance and equity research.
Detail Relevant Projects and Internships
Even if your direct equity research experience is limited, detailing relevant projects, internships, or part-time jobs where you utilized financial analysis or research skills is crucial. Use bullet points to describe your responsibilities and achievements, focusing on tasks that demonstrate your analytical skills, proficiency with financial modeling, and any experience with equity valuation or financial forecasting.
Highlight Quantitative Skills and Financial Software Proficiency
Quantitative skills and familiarity with financial software are essential for an Equity Research Intern. Include a section that showcases your proficiency in financial analysis software (e.g., Bloomberg Terminal, FactSet) and your ability to handle complex data analysis. This demonstrates your readiness to handle the technical aspects of equity research.
Include Soft Skills and Extra-Curricular Activities
Soft skills like teamwork, communication, and problem-solving are as important as technical skills in a collaborative field like equity research. Highlight these skills and any leadership roles or team-based activities you've participated in. This shows potential employers that you can contribute positively to their team dynamic.
Personal Statements for Equity Research Interns
Equity Research Intern Personal Statement Examples
Strong Statement
"Driven and analytical Equity Research Intern with a strong academic background in finance and economics. Demonstrated ability to conduct in-depth financial analysis, valuation modeling, and industry research. Passionate about leveraging data-driven insights to inform investment strategies and decisions. Eager to contribute my research skills and financial acumen to a dynamic equity research team."
Weak Statement
"Proactive and detail-oriented Equity Research Intern with a solid foundation in financial modeling, data analysis, and market trends. Proven ability to synthesize complex financial data into actionable investment insights. Committed to supporting investment decisions through rigorous research and analysis. Seeking to bring my strong analytical skills and passion for finance to a challenging equity research role."
Strong Statement
"Proactive and detail-oriented Equity Research Intern with a solid foundation in financial modeling, data analysis, and market trends. Proven ability to synthesize complex financial data into actionable investment insights. Committed to supporting investment decisions through rigorous research and analysis. Seeking to bring my strong analytical skills and passion for finance to a challenging equity research role."
Weak Statement
"Finance student with some experience in data analysis and financial modeling. I have studied market trends and have a basic understanding of investment strategies. Looking for an internship where I can apply my finance knowledge and improve my research skills."
What Makes a Strong Personal Statement?
A compelling personal statement for an Equity Research Intern CV effectively combines academic achievements with specific finance and research skills, demonstrating the candidate's potential through their knowledge and passion for the field. It stands out by being highly tailored to the equity research field, highlighting expertise in areas like financial analysis, valuation modeling, and industry research, directly addressing how these skills meet the needs of the prospective employer.
Compare Your CV to a Job Description
Use Matching Mode to analyze and compare your CV content to a specific job, before you apply.
How long should Equity Research Interns make a CV?
The ideal length for an Equity Research Intern's CV is 1-2 pages. This allows sufficient room to showcase your relevant skills, academic achievements, and any practical experience. Prioritize clarity and conciseness, emphasizing key accomplishments in equity research or related fields. Remember, your CV should be a compelling snapshot of your capabilities, tailored to the specific role you're applying for.
What's the best format for an Equity Research Intern CV?
The best format for an Equity Research Intern CV is the reverse-chronological format. This layout emphasizes your most recent and relevant experiences in equity research, demonstrating your knowledge growth and achievements. It allows potential employers to quickly assess your skills and progression in the field. Ensure each section highlights your equity research skills, academic achievements, and any relevant certifications, aligning closely with the internship you're applying for.
How does a Equity Research Intern CV differ from a resume?
To make your Equity Research Intern CV stand out, highlight your analytical skills, proficiency in financial modeling, and knowledge of industry-specific software. Include any relevant coursework or projects that demonstrate your understanding of equity markets. Quantify your achievements, such as successful investment recommendations or efficiency improvements. Tailor your CV to the job description, using similar language to resonate with hiring managers, and showcase any unique certifications or training.
