What is the Sell-Side Equity Analyst / Equity Research Analyst role?

Equity research analysts work closely with portfolio managers within the organization. Portfolio managers seek a more technical perspective on financial forecasts from the Equity Research Analyst. Analysts conduct thorough equity research and analysis on a specific industrial sector and provide investment ideas for the portfolio thus contributing to the investment performance of a company. This position usually has sole ownership and accountability of its own investment sector. It also offers the opportunity to network with top management of companies, industry experts and experienced colleagues.

What are the responsibilities of this role?

  • Conduct Industry-specific company analysis
  • Build and maintain financial models
  • Build relationships with top management in companies
  • Create financial projections for companies and help develop a valuation analysis of stocks
  • Assist portfolio managers in identifying new investment ideas

What are the alternate names for this role?

Sell-side Analyst

What is the earning potential for this role?

Avg Salaries from Canadian job sites

What are the required & recommended credentials and courses?

Below are the courses and credentials required and/or recommended for this career.


Chartered Investment Manager (CIM®)

Chartered Financial Analyst (CFA)

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