Equity Analyst Jobs in California
A Equity Analyst plays a critical role in the finance industry by providing expert evaluations on a company's financial health and stability. This individual is primarily responsible for researching and analyzing financial data, forecasting business, industry, and economic conditions, preparing and presenting investment recommendations, and monitoring and interpreting available data such as company financial statements, industry, sector, and market data. Their insightful analyses and recommendations can guide investment decisions and strategies for businesses, investors, and individuals.
Important skills for an Equity Analyst include strong numerical competencies, analytical thinking, attention to detail, knowledge of financial markets and investment strategies, and excellent communication skills. Industry certifications such as the Chartered Financial Analyst (CFA) designation, Financial Risk Manager (FRM) designation, or a Master's Degree in Finance can significantly enhance an individual's credibility in the field. Prior to becoming an Equity Analyst, one might have roles such as Financial Analyst, Investment Analyst, or Research Associate within the finance or business sectors.
Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements....
Advanced knowledge of Excel, financial statements and financial modeling techniques. Knowledge of FactSet, and other financial data platforms....
Equity Research Analyst - Healthcare Sector (Non-Biotech)
- San Mateo, CA
- 10 days ago
- San Mateo, CA
- 10 days ago
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing roughly $120 billion across a variety of mutual funds and other investment vehicles....
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing roughly $120 billion across a variety of mutual funds and other investment vehicles....
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing roughly $120 billion across a variety of mutual funds and other investment vehicles....
Equity Research Analyst - (Industrials Sector)
- San Mateo, CA
- 90+ days ago
- San Mateo, CA
- 90+ days ago
Franklin Equity Group is an investment advisory unit of Franklin Templeton managing approximately $140 billion across a variety of mutual funds and other investment vehicles....
Equity Research Analyst - Biotechnology Healthcare
- San Francisco, CA
- 90+ days ago
- San Francisco, CA
- 90+ days ago
Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Equity Analyst Online Courses and Training Opportunities
Salary for Equity Analyst Jobs in California
Required or preferred licenses and certifications for Equity Analyst positions.
Highest Education Level
Equity Analysts in California offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Equity Analyst position
- Asset Allocation
- Equity Research
- FactSet
- Tax Accounting
- Mutual Funds
- Wealth Management
- Financial Modeling
- Financial Statements
- Equities
- Hedge Funds
- Payroll Taxes
- Investment Analysis
- Securities and Exchange Commission
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Employee Benefits
- Investment Banking
- Investment Management
- Private Equity
- Financial Analysis
- Commercial Real Estate
- Sarbanes-Oxley Compliance
- Financial Services
- Portfolio Management
- Reconciliations
- Due Diligence
- Asset Management
- Modeling
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Analytical Skills
- Decision Making
- Presentation
- Verbal Communication
- Written Communication
- Flexibility
- Data Analysis
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Regulations
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Teamwork
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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