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Equity Research Intern Resume Example

by
Trish Seidel
Reviewed by
Dave Fano
Last Updated
June 12, 2025
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Equity Research Intern Resume Example:

Leonie Mckay
[email protected]
•
(456) 789-0123
•
linkedin.com/in/leonie-mckay
•
@leonie.mckay
•
Equity Research Intern
Seasoned Equity Research Intern with a proven track record in financial modeling and valuation. Leverages advanced data analytics and machine learning techniques to generate actionable investment insights, resulting in a 15% increase in portfolio performance. Demonstrates expertise in ESG integration and thematic investing, positioning companies for long-term sustainable growth.
WORK EXPERIENCE
Equity Research Intern
04/2024 – Present
Capital Insight Research
  • Led a team of three interns in developing a comprehensive sector analysis report, resulting in a 15% increase in client engagement and satisfaction.
  • Implemented a machine learning model to predict stock price movements, improving forecast accuracy by 20% and enhancing decision-making processes for senior analysts.
  • Conducted in-depth financial modeling and valuation for 10+ companies, directly contributing to a $500K increase in portfolio value through strategic investment recommendations.
Investment Analyst
10/2023 – 03/2024
FlashFrame Photography
  • Collaborated with senior analysts to refine research methodologies, reducing analysis time by 25% and increasing report delivery speed for key stakeholders.
  • Presented quarterly market insights to cross-functional teams, facilitating strategic discussions that led to a 10% improvement in investment strategy alignment.
  • Utilized advanced data visualization tools to create interactive dashboards, enhancing the clarity and accessibility of complex financial data for clients.
Equity Research Associate
05/2023 – 09/2023
FlashFrame Photography
  • Assisted in the preparation of equity research reports, contributing to a 30% increase in report accuracy through meticulous data verification and analysis.
  • Supported the development of a proprietary database, streamlining data retrieval processes and reducing research time by 15% for the team.
  • Participated in weekly strategy meetings, providing insights that helped identify emerging market trends and opportunities for portfolio diversification.
SKILLS & COMPETENCIES
  • Financial Statement Analysis
  • Discounted Cash Flow Modeling
  • Comparable Company Analysis
  • Industry Risk Assessment
  • Regulatory Impact Analysis
  • Investment Thesis Development
  • Sector Rotation Strategy
  • Bloomberg Terminal
  • FactSet
  • Python
  • Tableau
  • Alternative Data Integration
  • ESG Impact Modeling
COURSES / CERTIFICATIONS
Certified Equity Professional (CEP)
07/2023
Certified Equity Professional Institute
Chartered Financial Analyst (CFA)
07/2022
CFA Institute
Financial Modeling & Valuation Analyst (FMVA)
07/2021
Corporate Finance Institute
Education
Bachelor of Science in Finance
2016 - 2020
Binghamton University
Binghamton, NY
Finance
Economics
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What makes this Equity Research Intern resume great

This Equity Research Intern resume highlights strong financial modeling and machine learning skills that enhanced portfolio returns. It clearly demonstrates adaptability by addressing ESG factors and advanced analytics. Quantifiable results paired with leadership in projects make the candidate’s impact straightforward. Clear accomplishments stand out. This resume effectively connects data analysis to investment insights.

Equity Research Intern Resume Template

Contact Information
[Full Name]
[email protected] • (XXX) XXX-XXXX • linkedin.com/in/your-name • City, State
Resume Summary
Equity Research Intern with [X] months of experience in [financial analysis tools] conducting in-depth analysis of [industry sectors]. Proficient in [valuation methods] and [financial modeling techniques], with a track record of producing [number] comprehensive research reports. Demonstrated ability to identify [specific market trends] resulting in [percentage] accuracy in stock recommendations at [Previous Firm]. Seeking to leverage strong analytical skills and industry knowledge to contribute valuable insights and support investment decisions at [Target Company].
Work Experience
Most Recent Position
Job Title • Start Date • End Date
Company Name
  • Led comprehensive analysis of [specific industry sector] using [financial modeling techniques], resulting in [X] high-conviction investment ideas that outperformed the market by [Y%] over [Z] months
  • Developed and maintained [type of financial model] using [software tool] to forecast [key financial metrics], enabling portfolio managers to make data-driven decisions that improved fund performance by [X%]
Previous Position
Job Title • Start Date • End Date
Company Name
  • Conducted in-depth research on [X] companies within the [specific sector], producing [Y] detailed reports that contributed to [Z%] increase in client engagement and [A%] growth in assets under management
  • Assisted in the creation of [type of presentation] for [client/internal stakeholder], synthesizing complex financial data into actionable insights, resulting in [specific outcome, e.g., successful pitch, investment decision]
Resume Skills
  • Financial Statement Analysis & Interpretation
  • [Preferred Financial Modeling Software, e.g., Excel, FactSet]
  • Equity Valuation Techniques & Methods
  • [Industry-Specific Sector Knowledge, e.g., Technology, Healthcare]
  • Market Research & Competitive Analysis
  • [Data Source Familiarity, e.g., Bloomberg, Reuters]
  • Report Writing & Presentation Skills
  • [Quantitative Analysis Tool, e.g., MATLAB, SAS]
  • Investment Thesis Development
  • [Regulatory Knowledge, e.g., SEC Filings, IFRS]
  • Communication & Stakeholder Engagement
  • [Specialized Certification/Training, e.g., CFA Level I]
    • Certifications
    Official Certification Name
    Certification Provider • Start Date • End Date
    Official Certification Name
    Certification Provider • Start Date • End Date
    Education
    Official Degree Name
    University Name
    City, State • Start Date • End Date
    • Major: [Major Name]
    • Minor: [Minor Name]

    So, is your Equity Research Intern resume strong enough? 🧐

    Your Equity Research Intern resume should demonstrate analytical precision, just like your financial models. The audit below scores your application and highlights gaps in core competencies, measurable results, and role-specific skills that matter to hiring managers.

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    Resume writing tips for Equity Research Interns

    Many Equity Research Intern resumes fall into the trap of listing tasks instead of results. The truth is your resume should highlight how your analysis led to better decisions or improved strategies. In 2025, showing clear impact through your skills and experience will set you apart in a competitive field.
    • Keep your title clear and forward-looking by combining your specialty, role, and impact. For example, use "Technology Equity Research Intern Driving Market Insights" instead of a generic or overloaded job title.
    • Use your professional summary to showcase measurable achievements and relevant skills like financial modeling and sector analysis. Quantify your experience and align your summary with what employers seek to immediately demonstrate your value.
    • Focus bullet points on outcomes, not tasks. Replace generic descriptions with action verbs and specific results, such as "Recommended undervalued energy stocks that contributed to a 12% portfolio return," to prove your ownership and drive.
    • Highlight key technical skills like Excel and Bloomberg, along with coursework or projects in finance and economics. Emphasize how these skills support your analytical insights and contribute to investment research success.

    Common Responsibilities Listed on Equity Research Intern Resumes:

    • Analyze financial statements using advanced data analytics tools and AI algorithms.
    • Collaborate with senior analysts to develop comprehensive equity research reports.
    • Utilize machine learning models to forecast stock performance and market trends.
    • Conduct industry and company-specific research to support investment recommendations.
    • Participate in cross-functional meetings to align research strategies with market insights.

    Equity Research Intern resume headline examples:

    If you've moved fast or worn multiple hats as a equity research intern, it's easy to over-explain. Don't. Keep your title focused on where you're headed. The majority of Equity Research Intern job postings use a specific version of the title. Try this formula: [Specialty] + [Title] + [Impact]. Example: "Strategic Equity Research Intern Optimizing Operations Efficiency"

    Strong Headlines

    Ambitious Finance Graduate with Bloomberg Certification and Valuation Expertise

    Weak Headlines

    Hardworking Finance Student Seeking Equity Research Internship Opportunity

    Strong Headlines

    Data-Driven Analyst Specializing in ESG Investing and AI Integration

    Weak Headlines

    Detail-Oriented Intern with Strong Interest in Financial Markets

    Strong Headlines

    CFA Level II Candidate with Proven Track Record in Equity Modeling

    Weak Headlines

    Recent Graduate with Analytical Skills and Team Player Attitude
    🌟 Expert Tip

    Resume Summaries for Equity Research Interns

    Your resume summary should capture how you drive measurable outcomes as a equity research intern. This section positions you strategically by highlighting your analytical skills, financial modeling experience, and research capabilities that directly align with employer needs. A compelling summary immediately demonstrates your value proposition and sets you apart from other candidates. Most job descriptions require that a equity research intern has a certain amount of experience. That means this isn't a detail to bury. You need to make it stand out in your summary. Quantify your research projects, mention specific sectors analyzed, and highlight technical proficiencies like Excel or Bloomberg. Skip objectives unless you lack relevant experience. Align every statement with the target role's requirements.

    Strong Summaries

    • Ambitious finance student with a 3.9 GPA, seeking Equity Research Intern position. Conducted in-depth analysis of 20+ companies in the tech sector, resulting in 15% improved portfolio performance. Proficient in Bloomberg Terminal, Excel modeling, and Python for financial analysis.

    Weak Summaries

    • Finance student looking for an Equity Research Intern position. Have completed coursework in financial analysis and valuation. Familiar with Excel and basic financial modeling techniques. Eager to learn and contribute to a professional team.

    Strong Summaries

    • Detail-oriented Equity Research Intern candidate with experience in ESG investing and sustainable finance. Developed a proprietary screening tool that increased research efficiency by 30%. Strong skills in financial statement analysis, valuation methods, and data visualization using Tableau.

    Weak Summaries

    • Hardworking individual seeking an opportunity in equity research. Strong interest in the stock market and following financial news. Good communication skills and ability to work in a team. Quick learner with attention to detail.

    Strong Summaries

    • Highly analytical Finance major with a passion for emerging markets. Completed 3 internships in investment banking, gaining expertise in DCF modeling and comparable company analysis. Fluent in Mandarin Chinese, enabling research on high-growth Asian markets.

    Weak Summaries

    • Recent graduate with a degree in Finance. Completed a course project on company valuation and have some experience with financial statements. Seeking an Equity Research Intern role to apply my knowledge and gain practical experience in the field.

    Resume Bullet Examples for Equity Research Interns

    Strong Bullets

    • Developed a comprehensive financial model for a biotech startup, resulting in a 95% accurate revenue forecast and contributing to a successful $10M Series A funding round

    Weak Bullets

    • Assisted in creating financial models for various companies in the technology sector

    Strong Bullets

    • Conducted in-depth analysis of the renewable energy sector, identifying 3 undervalued stocks that outperformed the market by an average of 12% over 6 months

    Weak Bullets

    • Participated in team meetings and contributed to discussions about market trends

    Strong Bullets

    • Leveraged machine learning algorithms to optimize portfolio allocation strategies, increasing risk-adjusted returns by 8% for a $500M fund

    Weak Bullets

    • Helped senior analysts with research tasks and data collection for reports

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    🌟 Expert tip

    Essential skills for Equity Research Interns

    Equity research interns in 2025 must master financial modeling, valuation techniques, and industry analysis while demonstrating strong analytical thinking and attention to detail. Recent surveys show 78% of hiring managers prioritize candidates with Excel proficiency and Bloomberg terminal experience. Your resume should prominently feature coursework in finance, accounting, or economics, plus any relevant internships or projects involving company analysis and investment research.

    Hard Skills

    • Financial Modeling
    • Valuation Techniques
    • Industry Analysis
    • Company Analysis
    • Financial Statement Analysis
    • Data Analysis
    • Excel Proficiency
    • Bloomberg Terminal
    • Equity Research Reports
    • Investment Research
    • Market Research
    • Presentation Skills

    Soft Skills

    • Analytical and Research Skills
    • Attention to Detail
    • Financial Modeling
    • Data Analysis
    • Problem Solving
    • Critical Thinking
    • Time Management
    • Written Communication
    • Verbal Communication
    • Teamwork
    • Adaptability
    • Self-Motivation

    Resume Action Verbs for Equity Research Interns:

    • Analyzed
    • Researched
    • Evaluated
    • Assessed
    • Presented
    • Collaborated
    • Synthesized
    • Modeled
    • Forecasted
    • Identified
    • Communicated
    • Contributed
    • Assisted
    • Compiled
    • Reviewed
    • Updated
    • Participated
    • Documented

    Tailor Your Equity Research Intern Resume to a Job Description:

    Highlight Financial Modeling Skills

    Carefully examine the job description for specific financial modeling tools and techniques required. Ensure your resume prominently features your experience with these tools, such as Excel or Bloomberg Terminal, in both your summary and work experience sections. If you have used similar tools, emphasize your transferable skills while being clear about your specific expertise.

    Showcase Industry-Specific Insights

    Understand the sectors or industries the firm focuses on and tailor your resume to reflect relevant insights and experiences. Highlight any research or projects you've conducted in these areas, demonstrating your ability to analyze industry trends and company performance. Use industry-specific metrics to quantify your contributions and show your understanding of sector dynamics.

    Emphasize Analytical and Communication Skills

    Identify the analytical and communication skills emphasized in the job posting and align your resume to showcase these competencies. Detail your experience in analyzing financial statements, market data, or economic indicators, and how you effectively communicated your findings. Highlight any presentations or reports that influenced decision-making, using metrics to demonstrate your impact.

    ChatGPT Resume Prompts for Equity Research Interns

    Equity Research Intern roles now span financial modeling, data analysis, and market strategy, making it tough to decide what to showcase. Using AI tools like Teal and knowing how to use chatgpt for resume helps filter your real work into clear, targeted highlights. Focus your resume on what matters most. Let’s get started with prompts.

    Equity Research Intern Prompts for Resume Summaries

    1. Create a concise summary for me highlighting my experience analyzing financial statements, building valuation models, and supporting investment recommendations as an Equity Research Intern.
    2. Write a resume summary that emphasizes my skills in market research, data interpretation, and collaboration with senior analysts during my Equity Research Internship.
    3. Generate a professional summary showcasing my ability to synthesize complex financial data and contribute to equity reports using tools like Excel and Bloomberg.

    Equity Research Intern Prompts for Resume Bullets

    1. Write achievement-focused bullet points quantifying how I improved the accuracy of financial forecasts by X% through detailed data analysis and modeling.
    2. Generate resume bullets that describe how I supported senior analysts by preparing comprehensive sector reports leading to actionable investment insights.
    3. Create measurable bullet points showing how I automated data collection processes using [tool/software], reducing research time by X hours per week.

    Equity Research Intern Prompts for Resume Skills

    1. List key technical and analytical skills I used as an Equity Research Intern, including financial modeling, Excel, Bloomberg Terminal, and data visualization tools.
    2. Suggest a skills section highlighting both my quantitative abilities and soft skills like communication and teamwork relevant to equity research.
    3. Organize a skills list that balances my proficiency in valuation techniques, market analysis, and familiarity with programming languages like Python or R.

    Resume FAQs for Equity Research Interns:

    How long should I make my Equity Research Intern resume?

    An Equity Research Intern resume should ideally be one page long. This length is appropriate as it allows you to concisely highlight relevant skills, education, and experiences without overwhelming the reader. To use the space effectively, focus on quantifiable achievements and tailor your content to the specific requirements of the role. Prioritize the most relevant experiences and skills that demonstrate your analytical abilities and understanding of financial markets.

    What is the best way to format my Equity Research Intern resume?

    A hybrid resume format is best for an Equity Research Intern position, as it combines the strengths of both chronological and functional formats. This approach allows you to showcase your skills and achievements while maintaining a clear timeline of your experiences. Key sections to include are Contact Information, Objective, Education, Relevant Experience, Skills, and Certifications. Use bullet points for clarity and ensure consistent formatting to enhance readability and professionalism.

    What certifications should I include on my Equity Research Intern resume?

    Relevant certifications for Equity Research Interns include the CFA Level I, Bloomberg Market Concepts (BMC), and Financial Modeling & Valuation Analyst (FMVA). These certifications demonstrate a foundational understanding of financial analysis, market dynamics, and valuation techniques, which are crucial in equity research. Present certifications in a dedicated section, listing the certification name, issuing organization, and completion date to highlight your commitment to industry standards and continuous learning.

    What are the most common mistakes to avoid on a Equity Research Intern resume?

    Common mistakes on Equity Research Intern resumes include lack of specificity, excessive jargon, and neglecting soft skills. Avoid these by providing concrete examples of your analytical work, using clear language, and highlighting teamwork and communication skills. Additionally, ensure your resume is free of typos and formatted consistently. Tailor your resume to each application by aligning your experiences and skills with the specific requirements of the internship role.

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