Equity Analyst Resume Example

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Equity Analyst Resume Example (Text version)

Kurt Lorentzen

Email address: hello@kickresume.com
Phone number: 555-555-5555


Data-driven and results-oriented Equity Analyst with a track record of extraordinary achievements in evaluating investment opportunities, conducting risk assessments, and developing and implementing new investment strategies. Well-educated financial professional with the ability to remain calm under pressure and excellent analytical skills. Kurt is currently looking for an Equity Analyst job.

Work experience

08/2015 - 08/2019, Equity Analyst, Northern Trust Corp., Chicago, IL, United States
  • Analyzed financial statements and reports, identified and evaluated potential investment opportunities, and assisted in the asset allocation.
  • Communicated with clients, conducted professional risk assessments, and collaborated with Senior Equity Traders, Financial Advisors, and other industry professionals.
  • Monitored the performance of the investments, developed financial forecasts, and pro-actively participated in weekly team meetings with the investment committee.
  • Implemented new investment strategies and plans to maximize profits and reduce unnecessary expenses - decreased costs by 12% and increased profitability by 35% on average within four years.
  • Ranked as a #1 Equity Analyst at the company for exceeding all goals and constantly performing great work.


09/2011 - 05/2015, Economics & Finance, University of Toronto, Toronto, ON, Canada

GPA: 4.0 (Top 2% of the Program)

The 2014 Academic Excellence Award winner

Clubs and Societies: FinTech Society, Psychology Society, Swimming Club

09/2007 - 05/2011, High School, Kristelig Gymnasium, Oslo, Norway

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

The 2011 Best Graduate Award winner

Activities: Economics Society, Film Society


Computer Skills
Microsoft Office
Worden TC2000, eSignal
Tradingview, TrendSpider
Interpersonal Skills
Ability to Work under Pressure
Analytical Skills
Communication Skills
Critical Thinking
Good Team Player
Time Management


09/2007 - 05/2011, Class Treasurer, Kristelig Gymnasium, Oslo, Norway


07/2019, Chartered Financial Analyst, CFA Institute
09/2015, Driving Licence, Driving School


Exploring distant lands
Getting lost in a good book
Every kind of sport

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