L3VLUP

Equity Research Associate resume example

Student or graduate · US resume · set in the Harvard Graduate template

Equity research hires people who can form a view, support it with numbers and write it down clearly. The resume is a writing sample in itself. A reader looks for coverage you have done, models you have built from filings, and evidence you can communicate a call.

Hannah Kim

BS Finance · CFA Level I passed

Boston, MA · (617) 555-0193 · hannah.kim@example.com · linkedin.com/in/hannah-kim

Education

Boston College, Carroll School of ManagementAug 2022 - May 2026
BS Finance and Accounting; GPA 3.7/4.0

CFA Level I passed (Aug 2025). Coursework: Equity Analysis, Financial Statement Analysis, Econometrics.

Experience

Lindell Research PartnersBoston, MA
Equity Research Summer Analyst, SoftwareJun 2025 - Aug 2025
  • Built earnings models for 8 software companies under coverage from 10-K and 10-Q filings, updating estimates within 24 hours of each print
  • Drafted 3 sections of an initiation report on vertical software, including the competitive landscape and a 40-company comps table
  • Summarised 25 earnings calls into one-page notes used by the senior analyst in client conversations
Boston College Student Investment FundChestnut Hill, MA
Technology Sector AnalystSep 2023 - May 2025
  • Covered 6 technology holdings in a $1.2M student-run portfolio, presenting quarterly updates to the investment committee

Projects

Long recommendation: a payments processor: Published stock pitch · hannahkim.substack.comMar 2025
  • Recommended a long at $42 with a $58 target from a 3-stage DCF and transaction volume analysis; the fund took a 4% position

Skills

Technical: Excel (earnings and DCF models), PowerPoint, Python (pandas)

Data: FactSet, Bloomberg, SEC EDGAR

Interests

Editor of the student finance newsletter (2,000 subscribers); competitive debating; Korean (fluent).

A sample person: the name, employers and figures are invented. A finance graduate with a research internship, a published stock pitch and CFA Level I, applying for an equity research associate role.

The order, and why

Education first with GPA and CFA progress, then research experience, then a short projects block for published work, then skills.

Weak bullets, made strong

Weak: Researched companies in the technology sector

Strong: Built earnings models for 8 software companies under coverage from 10-K and 10-Q filings, updating estimates within 24 hours of each print

Coverage size, the source, the work and the turnaround.

Weak: Wrote a stock pitch

Strong: Published a long recommendation on a payments company at $42 with a $58 target, presented to a 15-person student fund that took a 4% position

The call, the target, the audience and the outcome.

Mistakes to avoid

  • A pitch with no price, target or outcome.
  • Every bullet the same length and shape. Research readers notice writing.
  • Leaving out CFA progress, which shortens the conversation on technical basics.

UK CV or US resume

US: GPA, expected graduation month and CFA level on the resume; one page. UK: include degree classification and A-levels, and the same one-page rule applies.

Live equity research roles

Open now on the tracker, with their deadlines.

Every equity research role on the tracker

Read next

Other examples