wikiHow to Become an Equity Analyst

An equity analyst researches trends in an industry, geographic location or type of product. Investors use the information to predict the future of stock prices. The equity analyst may work for an investment firm focusing on one particular area of the market to make predictions regarding investments. A career as an equity analyst requires a formal education, skill and experience spotting trends and interpreting data. Analysts must have skills in mathematics, statistics and research to work in the position.


  1. Image titled Become an Equity Analyst Step 1
    Pursue an undergraduate degree in Economics, Finance or Business. The undergraduate degree in finance, economics or business prepares the student for an entry-level position in an investment firm.
    • The degree program should include courses in statistics, finance, accounting and taxes to prepare for a career as an analyst.
    • Equity analysts must be familiar with business regulations and government policies to determine how it will affect the market and business.
  2. Image titled Become an Equity Analyst Step 2
    Complete a Master's Degree program in Economics, Finance or Business. A graduate degree increases the employment opportunities available to individuals.
    • Students should pursue advanced courses such as bond valuation and risk management to pursue a career as an equity analyst.
    • A Master's Degree in finance includes courses to prepare the student to work in the finance industry. Courses include international finance, financial strategy, corporate finance theory and equity valuation.
  3. Image titled Become an Equity Analyst Step 3
    Complete an internship program in Finance. A graduate degree program may provide the student with an opportunity to complete an internship in an investment firm or business. The internship provides the student with hands on training in finance and equity analysis.
    • Employers consider internship experience in other organizations when making hiring decisions for financial positions.
    • An internship can lead to an offer of employment after completing an MBA program for students.
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    Seek professional certification. Professional certification improves the chances of employment as an equity analyst after completing a graduate degree program. The CFA Institute offers the Chartered Financial Analyst credential to candidates who meet the educational requirements and pass 3 examinations. Candidates for the credential must also have work experience in the field to qualify for certification.
    • Students may study for the examinations while obtaining the required work experience.
    • The examinations cover financial markets, securities analysis, economics, accounting, corporate finance, portfolio management and asset valuation.
  5. Image titled Become an Equity Analyst Step 5
    Search for a position as an Equity Analyst. Equity analysts may find positions through professional recruiters who specialize in the financial industry. Job boards and classified advertisements are additional methods for finding a position in the field.
    • The Bureau of Labor Statistics predicts growth for financial analysts between 2008 and 2018, but the competition for the positions is intense.
    • An entry-level position in the financial industry may lead to a position as an equity analyst as well.

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