Equity Research Analyst
Researches public companies and industries to produce investment recommendations. Builds valuation models, tracks earnings and market catalysts, and publishes research reports used by portfolio managers and investors.
22 tracked skills · 10 core
Full Equity Research Analyst skill breakdownInvestment Banking Analyst
Supports deal teams on mergers, acquisitions, and capital raises by building financial models, valuations, and pitch materials. Conducts due diligence and market research to inform transaction strategy under tight deadlines.
23 tracked skills · 10 core
Full Investment Banking Analyst skill breakdown14 skills both roles expect
These transfer directly if you switch between the two paths — but notice where the importance differs. Tap any skill to see why it matters.
| Skill | For Equity Research Analysts | For Investment Banking Analysts |
|---|---|---|
| Financial Modeling | Core | Core |
| Valuation | Core | Core |
| DCF | Core | Core |
| Financial Statement Analysis | Core | Important |
| Bloomberg Terminal | Core | Important |
| Excel | Core | Core |
| Market Research | Core | Important |
| Capital Markets | Important | Core |
| PowerPoint | Important | Core |
| Stakeholder Communicationsoft | Important | Important |
| Presentation Skillssoft | Nice-to-have | Important |
| Python | Nice-to-have | Nice-to-have |
| SQL | Nice-to-have | Nice-to-have |
| Risk Assessment | Nice-to-have | Nice-to-have |
Where the paths diverge
The skills each role expects that the other doesn't — this is the real cost of choosing one path over the other.
Only Equity Research Analysts need
8 skills, 3 of them core
Only Investment Banking Analysts need
9 skills, 4 of them core