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