Equity Analyst

Equity Analyst Job Description Template

Our company is looking for a Equity Analyst to join our team.


  • Working with EDGE’s Director of Research and Portfolio Managers by making buy, sell, or hold recommendations for companies;
  • Monitoring existing investments within their assigned sector coverage;
  • Making long-term investment recommendations for multiple portfolios.


  • Knowledge of equity analysis across multiple sectors;
  • This position may be subject to SEC restrictions on personal political contributions;
  • MBA with finance emphasis OR Chartered Financial Analyst designation required, both are preferred;
  • 3 plus years investment experience or relevant business experience;
  • Must be a self-starter and demonstrate understanding of economies and investment theories;
  • Must have strong verbal and written communication skills.