Equity Research Analyst Resume

Jason Malm

2555 Flat Shoals Rd, Apt 1202

Buffalo, NY 14215



Job Objective To secure a position as Equity Research Analyst with a well established organization.

Highlights of Qualifications:

  • Broad knowledge of US financial products
  • Wide knowledge of financial engineering, the US government market
  • Excellent analytical and critical thinking skills
  • Ability to grasp issues and offer innovative solutions
  • Ability to recommend strategic investment ideas
  • Ability to build good relationship with customer

Professional Experience:

Equity Research Analyst

TRC Group, Buffalo, NY

August 2005 – Present

  • Supported and maintained portfolio managers and equity analyst in conducting company analysis.
  • Effectively read company documents and reports.
  • Discussed findings with management team.
  • Updated the financial analysis and valuated work in database.
  • Generated and created a variety of reports to assist the team in monitoring performance and trading.
  • Performed and conducted ad hoc projects on an as-needed basis.

Equity Research Analyst

Robert W. Baird & Co., Buffalo, NY

May 2000 – July 2005

  • Created and maintained financial models.
  • Analyzed and monitored industry data spreadsheets.
  • Presented and provided investment ideas to institutional clients.
  • Communicated with senior management to obtain company and industry information.
  • Provided effective information to institutional and retail salespeople.


Masters Degree in Finance

University of California, Berkeley, CA

Bachelors Degree in Finance

Boston College, Chestnut Hill, MA

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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