Equity Research Associate Duties & Responsibilities

The role and function of an Equity Research Associate includes the following duties and responsibilities:

  • Creating financial modeling charts.
  • Providing investment recommendations.
  • Researching and analyzing securities data.
  • Generating reports.
  • Simplifying dense and complex financial data.
  • Compiling financial statement analysis.
  • Monitoring market systems and performance.
  • Assisting senior analysts with investment research.
  • Evaluating potential equity investments.
  • Meeting and interviewing managers, executives, and suppliers.

Note that this is not an exhaustive list of Equity Research Associate duties and responsibilities. Job functions for specific Equity Research Associate roles may vary, depending on the industry and type of employer.

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