What does a Senior Equity Research Analyst Manager do?

Equity research analysts have a comprehensive background in financial markets and work under financial managers, providing them with recommendations about investment decisions. They gather the needed information to develop a complete picture of a business’s other investing options and specifically focus on securities investments including bonds, options, and stocks.

Equity research analysts produce reports outlining relevant considerations and making their recommendations. They meet with management and explain their conclusions and often specialize in a particular industry to continually monitor the conditions. Equity research analysts create reports, conduct research, analyze financial information, and make predictions regarding financial matters, and present findings in meetings utilizing strong communication and analytical skills. Equity research analysts need a bachelor's degree in business, finance, economics, or a similar study area.

What responsibilities are common for Senior Equity Research Analyst Manager jobs?
  • Assist in the preparation of the quarterly due diligence pack.
  • Assist internal sales and trading teams in the timely analysis of breaking news in the sector.
  • Attend/present at investment committee meetings on PE related recommendations.
  • Coordinate, manage, and monitor external audit process.
  • Interact with institutional investors, responding to requests for models, reports and data analysis.
  • Meet with team weekly to communicate new processes, goals and priorities.
  • Ensure the appropriate level of expertise, consistent knowledge, and support is given to sector searches.
  • Assist with client inquiries and requests (internal and external).
  • Analyze implications of news/industry developments to companies under coverage.
  • Build, develop and maintain, relationships with existing financing partners and prospective institutional or private capital sources.
  • Communicate, educate, answer questions regarding from customers regarding equity programs.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Answering inquiries from firm personnel regarding individual securities or industry groups.
  • All professionals will lead impactful, client facing operational improvement workstreams, and have routine and regular access to the client.
  • Responsible for executing capital raising transactions in both debt and tax equity.
What are the typical qualifications for Senior Equity Research Analyst Manager jobs?
  • Bachelor's or Graduate's Degree in business, finance, or business administration.
  • Demonstrated problem solving and decision making skills.
  • Can prioritize tasks and pay strict attention to detail.
  • Prior experience as a consultant.
  • Experience with C, KDB, Quant, and PDF software and systems.
  • Is comfortable moderating and conducting exercises.
  • Can collaborate with clients and team members for decision making.
  • Fluency in business case development and GAAP protocols.
  • Demonstrated sound judgment and product knowledge.
  • A creative thinker with strong negotiation skills.
Work/Life Balance
3.7 ★
Salary Range--
Career Opportunity
3.8 ★
Avg. Experience5-7 years

Equity Research Analyst Senior Manager Salaries

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Senior Equity Research Analyst Manager Career Path

Learn how to become a Senior Equity Research Analyst Manager, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.

Equity Research Analyst Senior

Average Years of Experience

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2 - 4
5 - 7
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Senior Equity Research Analyst Manager Insights

Read what Senior Equity Research Analyst Manager professionals have to say about their job experiences and view top companies for this career.
Morgan StanleyMorgan Stanley
Equity Research Associate
12 Mar 2022

“Quantitative and qualitative skill development”

Growth ArrowGrowth Arrow
Equity Research Analyst
10 May 2022

“good training was every good”

Equity Research Analyst
18 Nov 2020

“Good for short term prospects and to start career”

Advent InternationalAdvent International
Private Equity Summer Analyst
19 Apr 2021

“quality culture and good learning experiences”

Equity Research Intern
26 Nov 2020

“Quality work and healthy work life balance”

J.P. MorganJ.P. Morgan
Equity Research Associate
12 Sept 2021

“Networking opportunities are great.”

Value LineValue Line
Equity Research Analyst
26 Oct 2020

“Vertical growth is quite difficult.”

SG AnalyticsSG Analytics
Equity Research Analyst
13 Oct 2021

“The company here also does not provide opportunities which can be useful in my career.”

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Senior Equity Research Analyst Manager Interviews

Frequently asked questions about the role and responsibilities of equity research analysts

The typical day of an equity research analyst includes producing reports and recommendations on different investment opportunities. The reports can be quick updates or they can be in-depth analyses to show an investment's current performance and its possible financial trajectory.

One of the best parts of an equity research analytics career is its versatility and room for growth. Investment banks, institutions, and independent organizations all require the help of research analysts. After gaining some experience, they can also pursue advanced positions, such as a research team manager or investment portfolio manager.

One of the biggest challenges of working as an equity research analyst is the long working hours. Some analysts might need to work late during the week to finish writing in-depth reports, and meet crucial deadlines. It's also incredibly important that an analyst's work is accurate, which can require extensive knowledge of mathematics and finance.

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