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Equity Analyst

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Equity Research Analyst
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Conducted fundamental research, interviewed management, built financial models, and published research reports. Private equity intermediary, providing innovative advising and consulting services which focuses on strategic solutions to industry-leading executives and private equity groups in seeking to acquire middle market company MMC.

You are looking for your dream job and need a resume? My Perfect Resume is your solution and takes the hassle out of resume writing. Create the perfect job-worthy resume effortlessly in just a few clicks! Build a Resume Now. Reviewed company reports and filings and analyzed financial statements to develop an understanding of company. Built complex discounted cash flow models to produce potential valuations of companies in the consumer sectors.

Prepared research reports and presented investment recommendations to portfolio managers. Promoted to Senior Analyst within 14 months, compared to a company average of 30 months. Any other monkeys taking this path? Want to land at an elite hedge fund use our HF Interview Prep Course which includes questions across hedge funds. Hedge Fund Interview Prep Course.

With PE and even HF recruitment becoming more structured, I would say an argument could be made for starting in the sell side. Curious to hear your opinions though.

I was considering the option of returning to the VC fund I interned my last summer of undergrad; that fund was good probably second quartile but not great. Also, my skillset was spotty then scientific major and I decided to take a bulge bracket offer covering the same industry as I did in VC.

I learned a ton. If you can land a buyside job at a decent fund out of undergrad, imagine what you could get after being top-ranked 2 or 3 years in a row at a bank and interviewing at even better funds. If your fund implodes, or you realize that the job is not for you, you can leverage that network to get other opportunities.

Working h a week together, eating together, partying together Or imagine what you could get after being top-ranked 2 or 3 years in a row at a top fund, and imagine how those years of experience demand much higher compensation than an entry-level analyst fresh from the sell-side. And the track record you could establish that could get you credibility. Agree with what you mentioned if everything goes according to plan. Broader network and skillset both leading to wider choice of options if things go south at your fund.

All in all, while your decision making process should consider all of the above posts, your judgement should supersede them as you only have all the variables in sight to make a choice. If the fund is good track record, reputation, team You mentioned having two stock pitches and a reason you want to be in investing, but what else do you need to know for research when preparing to interview? This times a billion. OK that makes sense. Many companies look hot and have a lot of things going for them, but that stuff is usually already reflected in the stock price.

Or some other companies are relatively cheap but may have problems that make them value traps. I read in another HF thread on WSO that analysts in value hedge funds may come up with only a few good ideas in a whole year, and that with them spending a decent chunk of their workday doing research. That might make sense..

That is definitely true cauchymonkey but bear in mind you just need to sound somewhat knowledgable in an interview whereas we need to pick winners or lose our job.

From there you start to look bottom up, start looking at the companies that you see and use your gut to guide you. That alone can get you the job out of undergrad I would say the toughest part is just finding the opportunities that are even open to you with no work experience. Real interviewers only need to ask 3 to 5 questions depending on the candidate each of which may have follow up questions.

The biggest problem is that most people can only extrapolate what has happened in the past, and cannot use their imagination or common sense to think about how the game could change, before it happens. Even when things are obvious, people miss it, over and over again. But I am grateful for this, because that is why I can make money. Also agree that being concise is key. Even if you have all the goods, if it is hidden in a pile of random information, no one is going to appreciate it.

You want to be able to go deep, figure out what is most important, and hit the highlights hard. It totally differs depending on the industry, point in the cycle, etc. I always like to see people who are market junkies and really love what they are doing.

I do think that simply asking why someone wants to be an investor is inviting a bullshit answer, but I like to ask about seemingly random parts of their background, and see whether they are passionate about investing from different angles. Not too dissimilar from coaxing the truth out of management teams.

The candidate knows they are lame but still has to provide a lame answer. A good interviewer will only ask questions that add value and improve their understanding of you as a candidate in a very specific, targeted way. If they start asking you stuff like "Why did you go to X college? I totally disagree with this. The intangible factors that I seek can subtly show up in the course of a casual conversation. Sometimes I will ask about random hobbies they have listed on their resume, sometimes I will ask them what they think about certain companies, or events in the news.

Like everything else in this job, I rely on my instincts to lead me to the goodies. When interviewing people for more senior positions, measuring pure competency becomes more important, but for junior guys, I value their overall feel as a candidate more than anything tangible they can put on paper. Case studies and whatnot are still important, but frankly it is difficult for junior guys to differentiate themselves with those things.

I care about what they can grow into, not where they are today. It sounds like you take a different approach, I have no need to convince you that my style of doing things is better.

One time I was interviewing someone, and in the midst of our conversation he asked me a question about something I had briefly mentioned. It was a challenging topic, and I launched into a rather technical explanation, jumping quickly from point to point.

It reminded me of myself, back when I was trying to get in this business. So basically he had a strong intellectual curiosity. True that there is no direct question that you could ask to uncover that. This post contains some ridiculous stuff including all the language about you being so much smarter then everyone Seriously dude you need to get over yourself. On 1 no junior kid that I hire is going to make me money other then by grinding away at ideas that I give him to explore To be honest when I hear an investment pitch from a junior-type I am really more concerned with what it says about how he would work and how much hunger he has to suceed as opposed to whether the trade is actually one I would put on.

If you are hiring a kid in his early 20s to actually make investment decisions I seriously question what is going on where you work In addition to my post above, I also want to echo the comp statements. It may seem odd that the hallowed buyside is coming in below your BB banking offer but do NOT let that influence your decision at all.

It is just silly and not to mention, lifestyle on the buyside is far better than for any bankers I know. Thanks for the informative comment. How do I know what "others" are thinking? For example, I might look at a stock X and see various sell-side analysts holding different ratings. Suppose I think that their overall consensus is wrong. Thanks for the reply. Are there free database tools that I can use or do I need to pay for them? I should clarify my comment since the buy side is a big place and you have technical traders, swing traders, quant traders, and a bunch of other stuff going on.

The list goes on and on and there are many iterations. You need to find the intersection of value, good business, and timing. It might be 1 in 10 or 1 in 20 stocks within a set of criteria that is seriously mispriced. The rest is noise. It depends on how "busy" the stock is. If it is much smaller and has done nothing for years, there may not be anyone looking at the stock in detail. I always like it when I ask management when was the last time they spoke with an investor and they have to think about it for a while.

But I am a small and microcap investor, so that makes sense for me. I rarely spend much time on stocks above a billion because those almost always have good coverage on the sell side and buy side. You sound like a cold and calculated person, I like that. Would you ever consider working at Bridgewater? Generally would have to pay for the robust ones Bloomberg, CapIQ, Factset but I would imagine there are basic free tools out there This post seems mostly directed at the hedge fund industry, but do you think a lot of this applies to PE as well?

Also, how realistic is it even on the HF side to do it from a non-target? I feel that a buyside firm would be more likely to take a chance on an UG from Harvard than your average state school. The problem with PE is that the skills you need are honed in banking. A couple major shops recruit straight from undergrad, but their target school list is VERY small.

I disagree that working on the sell side is a bad idea. Also, working on the sell side can sometimes help you get to a better fund to start out at. The smarter they are, the more you learn. This way they separate the wheat from the chaff What do you think of FB? Happen to know from personal experience, having even just a little bit of experience on the sellside goes a long way for many hedge funds.

Building some connections on the sellside is a great way to be resourceful later to a fund ex. I find this a little hard to swallow. Just my theories and madness though, curious to hear your thoughts. My guess though is that your friend was dinged because the places he was interviewing at were populated with ex-bankers who were biased towards scooping up more of their own kind. Deadlines are nonexistent at an investment firm, and if my own experience as a semi-retard in the grammar field have any weight, nobody cares about grammar or punctuation either.

But if you have a shot at a name-brand gig on the buy side, even something like Fidelity or any of the other large structured analyst programs, I suggest going that way. To add, I feel the reason people are objecting is that most of the people on this sight go to the sell side with the intention to go back to the Buyside.

Also, the coveted IB BB positions are a lot more visible to the top graduating seniors because the IB positions are not as fragmented as the Buyside positions particularly HFs.

The "target" candidates know its there and know what they are going for like OCR. Bankeralla touched on this subject before when and why she chose to go IB. To be fair, when we are defining the universe of hedge funds as long-short equity funds, a lot of this is probably applicable.

However, different types of strategies almost require you to start out on the sell side. Also, banking would be completely useless for most of those types of strategies. We deal mostly with derivatives at my firm and it would be impossible to imagine hiring someone from banking without other derivatives experience. Someone fresh out of college would be easier to hire if they had a highly quantitative background than someone from banking, because they would be at least as useful as the banker, but cheaper.

There are times when taking the buyside gig in a no-name city can be a disadvantage. Obviously, if you have an offer at buyside firm that has been heard of you can take it and will likely be fine. The line becomes a little blurry as you move to no-name firms in no-name cities. I currently work at an unknown firm in a midwest state. We are institutionally funded by Fortress I say this because you probably will still not be able to figure out what the name of the firm is.

I still heavily doubt that I would get two looks by any of those firms or headhunters for that matter simply because they would see the name of my firm, my non-target background, and toss that shit out.

It is just the reality of top firms. They like IB backgrounds but will happily take you if you went to a decently reputable buyside shop too. I am two inches from a promotion that will put me above 2nd year IB. And that is when that brand-name IB matters. What can you do, and what would you like to do at that point? And when you say, "that is when that brand-name IB matters," do you mean that if you had Morgan Stanley IBD on your CV, you could move up faster at your small midwestern shop?

To elaborate, we have a very "upside-down" triangle structure. It looks like this title; age: Analyst 23 , Analyst 28 , Associate 31 , 8x Director avg.

Previous analysts have left largely because they could not make the leap to director. His words were "why would they give you that job when they can hire someone with years experience?

This is where having brand name can matter. If my resume goes MS IB 2 years - unknown buyside years, the recruiter will see two things: BB experience and buyside experience.

Maybe I am wrong, but if they see years at unknown buyside in midwest, 9. Unless I networked in and they had a very good feel for what I do. Then, sure, the odds are in my favor. As of now, if I can not make the jump to director I am hoping to network into a large fund. Once you are in, all that matters is skill and your firms promote culture i am sure you would agree. People who say they pee in the shower, and dirty fucking liars.

The King said "A couple major shops recruit straight from undergrad, but their target school list is VERY small" Hi The King can you or anyone else for that matter name which PE firms recruit straight from undergraduate and which target schools are on their target school list? Oh, get a buyside job out of undergrad? Just get a buyside job out of undergrad? What about getting into buy-side sales institutional sales and then going to b-school and ending up as a Research Analyst?

How would you recommend that? How could you be top ranked at a fund considering the less of analysts in your experience level? WhiteHat, I sent you a PM regarding this topic. Please take a look when you get the chance I hate you because you could not describe my situation any better regarding everything mentioned. Probably a tad light. This is clearly something personal, stop hating. They frequently wear their class jackets to boston bars, strutting and acting like they own the joint.

They just ooze success, confidence, swagger, basically attributes of alpha males. This is the dream. I have a pretty strong predisposition toward quality of life when thinking about the future Or should I definitely try to break in to one of the more well known shops? The only thing that worries me about option 1 is that turnover is low and it seems like progression could be pretty slow.

He is psychologically wired to withstand market volatility and hold to his conviction in his portfolio companies. What does it mean to have high emotional stability? It means that you are less sensitive to the highs and the lows of external emotional stimulus.

Your life is far from an emotional roller coaster, but rather a cruise on a steady path. You have an air of calm and think logically at all times, regardless whether you are going through the excitement of generating alpha or feeling the pain of losing capital. Having discipline is one of the most important traits of a good investor. You set your upside and downside price targets, and you adhere to them. The natural human tendencies in investing are that:.

This is why investing is difficult. Hedge funds want investment analysts who recognize this behavioral tendency and can provide logical recommendations at all times, regardless of market conditions.

Great investment analysts have the innate ability to stay disciplined, adhere to their price targets, and hold onto their convictions.

These are personal traits that can only be shown through your demeanor during interviews. Talk about your industry knowledge and deal experience to demonstrate your business curiosity. Next, take your resume one step further by adding bullet points of your leadership roles. When did you proactively seeking out new projects to work on? How about when you led initiatives yourself? Instead, end your action bullet points with results.

How did they help your clients? Listing your results, and quantifying them where you can, would show that you are a performance-driven person. Your cover letter usually starts with a short summary of your career path so far, and the rest describes on your experience, achievements, and fit. When you write your cover letter, make sure that you demonstrate the 3 traits mentioned above. After the reader finishes reading, his or her takeaway should be that this is a curious, proactive, and results-driven person.

The best way to do this is to list these 3 traits as bullet points to make them stand out to the reader. After describing your experience, use this bullet point template to demonstrate your 3 qualities:. You should have stories prepared to demonstrate your curiosity, independence, and risk-taking for your interviews.

Expand on your resume and cover letter bullet points by having an engaging conversation with your interviewer. At the same time, this is where you can demonstrate healthy skepticism and emotional stability to the interviewer. When talking about your projects and achievements, walk through your analysis in a logical manner.

Give an example of a time where you performed through under pressure. These would demonstrate to your interviewer that you develop your own conclusions and have emotional stability. However, be natural in your interviews and let your personality shine through. Activist investor Bill Ackman might be a flamboyant person, but his actions reveal consistent rational thought to support his investments. How you convey your ideas and your thoughts will demonstrate emotional stability.

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Analyst on two-member team that invested $ million in equities focused in the consumer, healthcare service, industrials and transports sectors, leveraging sell-side consumer and healthcare services experience. Assisted portfolio manager in the stock selection process, generating over $40 million in profit in , & 1Q

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Candidates for Equity Research Analyst positions typically list a degree in the fields of finance, business, or accounting on their resumes. For more information on what it takes to be a Equity Research Analyst, check out our complete Equity Research Analyst Job Description. Equity Research Analyst (Buy-Side) • Conducted in-depth fundamental research on companies in Healthcare/MedTech industry for Evergreen growth, value and core funds with approximately $2 billion in assets under management.