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London, UK Strategy, M&A
Associate
4 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +5
Hire Igor
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia FinTech
Senior
20 years experience
  • Equity Research Analysis
  • Financial Technology
  • Consulting
  • Enterprise Architecture
  • +13
Hire Niraj
M&A
Manager
15 years experience
  • Equity Research Analysis
Hire Markus
Santiago, Chile Strategy, M&A
Associate
4 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +6
Hire Gabriela
San Francisco Bay Area Strategy, Investment Management
Associate
3 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • Corporate Finance
  • +18
Hire Omer
San Francisco, CA, USA Strategy, M&A
Senior
5 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +13
Hire Teddy
San Francisco Bay Area M&A
Senior
10 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +8
Hire Art
Hong Kong SAR Strategy, M&A
Manager
7 years experience
  • Equity Research Analysis
  • Financial Modeling
  • Business Strategy
  • M&A
  • +8
Hire Ido
Fintalent's equity research analysis consultants help clients make smart investment decisions by surveying economic trends, evaluates company's growth potential, estimates when it will be profitable, formulates earnings projections for different time horizons like one year or five years, and develops recommendations that can reflect buying/selling/holding shares

Fintalent is the fastest way to get hyper-specialized M&A talent

Talent with experience at

Frequently asked questions

What clients usually engage your Equity Research Analysis Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Equity Research Analysis talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Equity Research Analysis professionals, highly specialized within their domains. We have streamlined the process of engaging the best Equity Research Analysis talent and are able to provide clients with Equity Research Analysis professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Equity Research Analysis professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Equity Research Analysis consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Equity Research Analysis consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Equity Research Analysis talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Equity Research Analysis talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Equity Research Analysis consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a Equity Research Analysis expert when you need an extra hand.

Full Flexibility

On-demand M&A deal staffing

Get full flexibility and add M&A team members from analyst to VP level on demand and on a per-deal basis.

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The right hire

Permanent M&A Hiring

Hire the best talent for your Corporate M&A team. Our platform approach gets you in front of the right candidates, incredibly fast.

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Everything you need to know about Equity Research Analysis

What is Equity Research?

It is the process of gathering and interpreting information from in-depth research on publicly traded companies, business and market developments, industry trends, and corporate strategy. An equity analyst surveys economic trends, evaluates a company’s growth potential, estimates when it will be profitable, formulates earnings projections for different time horizons like one year or five years), and develops recommendations that can reflect buying/selling/holding shares. The analyst as noted by Fintalent’s equity research analysis consultants will also make recommendations on the merger and acquisition of companies and the sale of assets.

There are two basic methods used in equity research: fundamental analysis and technical analysis. Fundamental analysis is a process that assesses a company’s valuation, competitive advantage, and financial position. Technical analysis is a method for analyzing the movement of securities by studying supply and demand pressures, price charts, volume charts, open interest ratios and pattern recognition.

As an equity research analyst, one must be able to document all arguments that he/she makes with facts, figures and analyzation. As a professional equity research analyst or investment banker, it is important to develop personal relationships with clients. Research analysts should be able to compile the financial and business data, market opinions and forecasts that support their recommendations on a stock.

Although the analyst may be responsible for presenting research to clients, a client is usually not asked to sign an agreement before receiving the research. Research reports are usually sold out of a firm’s offices or sent directly via fax or email. Most firms require a minimum order of 25 shares, but many times analysts sell more than just one hundred shares in order to get their foot in the door with a new client.

Most equity research analysts work for investment banks or brokerage firms (in both cases working for an employer that has an ownership stake in the company). Therefore, equity research is viewed as a competitive industry, with analysts competing for investment banking opportunities. Market makers and broker-dealers are both considered to be intermediaries. The difference between the two is that a broker-dealer links investors with securities whereas a market maker links securities with investors. A broker-dealer can be an intermediary or may operate under special legislation that allows for exclusive trading privileges (see full service and discount brokers).

Investing in stocks of publicly traded companies involves risk, including the possible loss of principal. The price of shares in publicly traded companies depends on many factors including the earnings outlook, growth potential and value compared to similar companies in its industry group as well as general market conditions. The price of shares can fall as well as rise and thus an investor may lose the original amount invested.

In the United States, equity research analysts must pass Series 19 exams offered by Financial Industry Regulatory Authority (FINRA). The Series 19 exam consists of two parts: The Series 7 exam and the Series 63 exam. In Canada, Equity Research Analysts work under National Instrument 81-102 which covers analysis and recommendations and may be held by any categories of registration such as a Portfolio Manager, Dealer, Investment Counsel of Investment Advisor Representative.

A Certified Public Accountant (CPA) usually works in financial advisory services or consulting services to help business owners with their finances in order to avoid bankruptcy. The CPA will look at a business owner’s tax returns and provide advice accordingly. The job of the CPA is to ensure that tax laws are followed by the business owner, thus avoiding further penalties.

The Certified General Accountant (CGA) works in accounting services and provides the same services as a Certified Public Accountant (CPA). The difference between a CPA and CGA lies in their education and experience. For example, Certified Public Accountants (CPAs) must have had at least four years of college, while Certified General Accountants (CGA’s) must have received an undergraduate degree in accounting or an MBA with a concentration in accounting. Certified General Accountants (CGA’s) must have at least two to three years of experience in accounting and auditing.

A Certified Management Accountant (CMA) has the same education requirements as a Certified Public Accountant (CPA), but a CMA specializes in management accounting. This means that they will be analyzing budgets, costs, and revenues. A CMA works with businesses that are looking to improve their performance. In order to become certified as a CMA, one must complete all the required coursework, have professional experience in management accounting and take the examination which is called the “Certified Management Accountant” or “CMA” exam given by the ACCA (Association of Chartered Certified Accountants.

A Certified Internal Auditor (CIA) has the same educational requirements as a Certified Public Accountant (CPA), and has the same potential of earning more money than a CPA. However, CPA’s can audit external financial statements, but CIA’s may not. A CIA completes internal audits for companies and government agencies. Their job is to ensure that internal controls are in place to mitigate fraud and corruption. In order to become a CIA, one must have about three years of auditing experience, have a degree in accounting, and complete the required coursework. Like the CPA exam, the CIA exam is also administered by the ACCA.

A Certified Information Systems Auditor (CISA) is an individual who has demonstrated an in-depth knowledge of internal controls and risk management systems within an organization in order to evaluate information security systems and practices that support those controls. The CISA certification has been developed jointly by the two largest global-based professional organizations: ISACA and IIA. The acronym “CISA” can be confusing because it sounds almost identical to “CIA”, which stands for “Certified Internal Auditor”.

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»Inorganic growth is a big part of our strategy. We were looking for a global partner to help us with our buy-side M&A projects, and found Fintalent. From first contact to project start took less than 2 weeks. The quality of talent is exceptional. Now, we’re already talking to potential targets.«

Bart van Acker
Bart van Acker
CEO, QbD Group

»Our Fintalent was incredible. He always went a layer deeper. We now consider Fintalent a partner on all our new projects.«

Tiara Letourneau
Tiara Letourneau
CFOO, Rewrite Capital

»Fintalent gives me access to high potential strategy and M&A professionals, efficiently and fast. Their quality is unmatched in the industry. Fintalent is here to fundamentally change the way companies run high-impact M&A projects.«

Melik Salmi
Seyfi Melik Salmi
Senior Director Corporate Development & Strategy at SAP