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finance
Equity Research Intern
Resume Example
4.5 / 5
Why This Template Works
This equity research intern resume works well for ATS and recruiter review because it uses finance-specific language without keyword stuffing. The summary names relevant sectors, tools, and analysis tasks, while the experience bullets show realistic intern-level work such as updating valuation models, reviewing filings, summarizing earnings, and preparing company notes.
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How to Write This Resume
Expert guidelines and best practices for each section of your resume.
01
Contact
Contact
First Name Last Name City, State, Zip Code Phone Number | Email Address LinkedIn Profile URL | Portfolio URL (Optional)
General Guidelines
Your contact information is the first section recruiters see. Keep it concise and professional. Ensure your email address is appropriate (e.g., [email protected]). Include your LinkedIn profile for a comprehensive view of your professional journey. A portfolio or personal website is recommended for creative, technical, or design roles.
Avoid This
Do not include your full physical address (street number/name) for privacy reasons. Avoid including personal details like marital status, age, photo, or social security number unless specifically required in your country. Don't use unprofessional email addresses.
Real Examples
Don't
John Doe 1234 Random St, Apt 56 New York, NY 10001 [email protected] github.com/aliciacode Single, 28 years old
Do
John Doe New York, NY (555) 123-4567 | [email protected] linkedin.com/in/johndoe | johndoe.com
Quick Tips
- Use a professional email address (firstname.lastname format)
- Ensure your voicemail is set up and professional
- Double-check your phone number and email for typos
- Make your LinkedIn URL custom (linkedin.com/in/yourname)
02
Summary
Summary
Professional Title [Role Name] with hands-on experience in [Sector/Industry] research, [Financial Analysis Skill], and [Tool/Platform]. Skilled at [Resume-Relevant Task] and [Resume-Relevant Task]. Prepared to support [Target Team] with accurate, well-sourced analysis.
General Guidelines
A strong summary should quickly connect your background to the internship. Keep it to 3-4 concise sentences, name the sectors and tools you know, and avoid claiming senior-level ownership if your experience is internship, coursework, or project-based.
Avoid This
Avoid generic objectives like 'Looking for a challenging role to grow my skills.' Do not overstate certifications, ownership of investment decisions, or years of experience. Keep the focus on analysis, accuracy, and useful support for the research team.
Real Examples
Compare a weak objective with a strong professional summary.
Don't
Objective: I am a hard-working individual looking for an Equity Research Intern position where I can learn new things and advance my career.
Do
Equity Research Intern with hands-on healthcare and technology sector research experience. Built Excel valuation models, summarized earnings releases, and prepared company notes that helped senior analysts compare growth drivers, margin trends, and peer multiples.
Quick Tips
- Mention the sector or asset class you have researched.
- Name tools that matter for the role, such as Excel, Bloomberg, FactSet, Python, or SQL.
- Show how your work supported analysis, models, notes, or investment discussions.
- Keep claims realistic for an intern or early-career finance candidate.
03
Skills
Skills
Technical Skills - Languages: [List] - Frameworks: [List] - Tools: [List] Soft Skills - [Skill 1], [Skill 2], [Skill 3]
General Guidelines
Group your skills logically (e.g., Languages, Frameworks, Tools). Focus on hard skills relevant to the job. List skills in order of proficiency or relevance. Soft skills are better demonstrated through bullet points in your experience section rather than a bare list.
Avoid This
Do not list skills you are not comfortable using in an interview. Avoid using progress bars or percentages to rate your skills (e.g., "Java: 80%"). Do not include outdated technologies unless specifically required.
Real Examples
Practical example showing do's and don'ts for skills
Don't
Listed outdated or irrelevant tools that do not support equity research work.
Do
Listed Excel, financial modeling, valuation, Bloomberg, accounting, Python, and sector research.
Don't
Included vague soft skills like 'team player' without evidence.
Do
Showed communication and analytical judgment through research notes, model updates, and meeting summaries.
Quick Tips
- List technical skills that are directly applicable to equity research, including data analysis tools and programming languages.
- Prioritize industry-specific tools like Bloomberg Terminal or similar financial software platforms.
- Include both quantitative (technical) and qualitative (soft) skills but ensure the focus is on what can be demonstrated through experience.
- Be concise in listing soft skills; elaborate on them within your professional experience section.
04
Experience
Experience
Job Title | Company Name | Location Month Year – Month Year - Action Verb + Context + Result (Quantified) - Led [Project] resulting in [Outcome]... - Collaborated with [Team] to implement [Feature]...
General Guidelines
This is the core of your resume. Use reverse-chronological order (most recent first). Start each bullet with a strong action verb. Focus on achievements and impact, not just duties. Use numbers to quantify your impact (dollars, percentages, time saved, users affected). Show progression and increasing responsibility.
Avoid This
Avoid passive language like "Responsible for..." or "Tasked with...." Don't list every single daily task; focus on significant contributions and measurable outcomes. Avoid jargon that recruiters outside your field won't understand.
Real Examples
Practical example showing do's and don'ts for experiences
Don't
Responsible for analyzing financial reports of tech companies.
Do
Analyzed 25+ public healthcare and AI software companies, tracking revenue drivers, margin trends, and valuation multiples.
Don't
Created financial models using Excel.
Do
Built and updated Excel valuation models for 3 covered companies, reconciling assumptions against company guidance and consensus estimates.
Quick Tips
- Use strong action verbs like 'Analyzed', 'Developed', 'Led' to begin each bullet point. This makes your accomplishments stand out.
- Quantify results where possible to demonstrate the impact of your work, such as saving time or increasing efficiency by specific percentages.
- Show progression in responsibilities over time, indicating growth and development within your roles.
- Tailor the content of each experience section to highlight skills that are most relevant to the job you're applying for.
05
Education
Education
Degree Name | University Name | Location Month Year – Month Year - Relevant Coursework: [Course 1], [Course 2] - Honors/Awards: [Award Name] - GPA: X.X (if above 3.5)
General Guidelines
List your highest degree first. If you have significant work experience, keep the education section brief. Include your GPA only if it is above 3.5 or if you are a recent graduate. Highlight relevant coursework, academic projects, honors, or leadership roles.
Avoid This
Do not include high school details if you have a college degree. Avoid listing every single course you took; select only the most relevant ones. Don't include graduation dates from decades ago if age discrimination is a concern in your field.
Real Examples
Practical example showing do's and don'ts for educations
Don't
Bachelor of Arts | XYZ University | New York, NY September 2015 – May 2019 - Courses: English Literature I, English Composition II, Introduction to Philosophy, Calculus III, Music Appreciation - GPA: 3.8
Do
Bachelor’s Degree in Finance & Computer Science | Stanford University | San Francisco, CA September 2018 – May 2023 - Relevant Coursework: Data Analytics for Business Decisions, Financial Statement Analysis, Machine Learning Algorithms, Advanced Corporate Finance
Quick Tips
- Start with your most recent or highest degree. For instance, if you are currently enrolled in a graduate program but have completed an undergraduate degree before, list the graduate degree first.
- Focus on highlighting specific courses that align closely with the position you are applying for, such as Finance & Computer Science, Machine Learning Algorithms, and Advanced Corporate Finance.
- Include honors or awards you received during your studies, especially if they relate to finance or technology. For example, mention any scholarships related to financial analysis or academic excellence in data science.
- Only list your GPA if it is above 3.5 or relevant for entry-level positions such as an Equity Research Intern role where recent graduates are preferred.
06
Projects
Projects
Project Name | Tools/Technologies Used - Briefly describe what you created and its purpose - Highlight specific challenges you solved - Link to portfolio or demo if available
General Guidelines
Projects are excellent for demonstrating practical skills, especially if you lack work experience or are changing careers. Include a link to your portfolio or demo if possible. Focus on projects that show problem-solving skills and relevant tools for the target role.
Avoid This
Don't include trivial tutorials unless you significantly expanded on them. Avoid projects that are outdated, incomplete, or irrelevant to the role you're applying for. Don't just list technologies—explain what you created and why it matters.
Real Examples
Practical example showing do's and don'ts for projects
Don't
Built a basic Excel model by following an online tutorial.
Do
Completed a valuation case study with comparable-company analysis, clear assumptions, sensitivity checks, and a concise investment view.
Don't
Listed a generic web page that does not connect to finance or research work.
Do
Built a dashboard that tracks company funding, revenue assumptions, valuation scenarios, and sector-level trends.
Quick Tips
- Detail the challenges you faced during project development and how you overcame them, highlighting your problem-solving skills.
- Choose projects that align with your career goals as an Equity Research Intern, focusing on those that demonstrate expertise in AI technologies and finance.
- Ensure each project description includes a clear purpose statement and specific outcomes to showcase your impact.
- Include links to live demos or GitHub repositories for tangible evidence of your work.
Frequently Asked Questions
Common questions about this role and how to best present it on your resume.
Include financial modeling, Excel, valuation, accounting, market research, investment writing, Bloomberg or FactSet, and the sectors you can analyze with confidence.
Use internships, coursework, student investment funds, case competitions, valuation projects, and research notes to show how you analyze companies and support an investment thesis.
Common next steps include equity research associate, investment research analyst, corporate finance analyst, or other junior capital-markets roles.
Mention the sectors you have researched, the companies or themes you tracked, and the sources you used, such as earnings calls, filings, industry reports, and market data platforms.
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