Create an Interview-Winning Graduate Junior Equity Analyst CV Template Example
The role of a Graduate Junior Equity Analyst is one of the most exciting entry points into the world of finance. As a Junior Equity Analyst, you are tasked with researching companies, analysing financial statements, and providing investment recommendations to portfolio managers and clients. This role requires strong analytical skills, attention to detail, and an ability to translate complex financial data into clear, actionable insights. In the UK, salaries for graduate junior equity analysts typically range from £28,000 to £40,000, depending on the size of the firm and location, with excellent growth opportunities as you gain experience and certifications such as the CFA.
Crafting a CV that stands out in this competitive field is critical. Employers look for candidates who not only demonstrate academic excellence but also show initiative, critical thinking, and a clear understanding of financial markets. A well-structured CV can mean the difference between landing an interview or being overlooked.
Understand the Job Description and Requirements
Before you start writing your CV, it’s essential to dissect the job description. Key responsibilities often include:
Conducting company and industry research to support investment decisions.
Analysing financial statements, ratios, and market trends.
Preparing detailed reports and investment recommendations.
Supporting senior analysts and portfolio managers in strategic decision-making.
Employers look for graduates with a strong academic record in finance, economics, accounting, or related fields, combined with internships or work experience in equity research or investment banking. Skills such as Excel modelling, financial statement analysis, Bloomberg terminal proficiency, and strong written and verbal communication are highly valued.
Start With a Strong Personal Statement
Your personal statement is your first chance to grab the recruiter’s attention. It should be concise, focused, and tailored to the Junior Equity Analyst role. Highlight your analytical skills, academic achievements, and passion for the financial markets. For example:
“Recent Finance graduate with strong analytical and research skills, seeking a Graduate Junior Equity Analyst position. Adept at financial modelling, industry analysis, and providing actionable investment insights. Committed to supporting portfolio managers in delivering superior investment performance.”
Keep it optimistic and confident, but avoid exaggeration. Your personal statement should be a compelling snapshot of your suitability for the role.
Education Section
For a graduate CV, your education is a key selling point. Include:
Degree, university, and dates.
Relevant modules (e.g., Financial Modelling, Investment Analysis, Corporate Finance).
Achievements such as First-Class honours, Dean’s List, or scholarships.
Professional certifications or ongoing studies (e.g., CFA Level 1).
If you have strong academic achievements but limited work experience, place your education near the top of your CV to immediately demonstrate your potential.
Work Experience and Internships
Your work experience should focus on relevance and impact. Even if your experience is from internships or part-time roles, highlight responsibilities and results that demonstrate analytical and financial skills. Use bullet points and strong action verbs like “analysed,” “prepared,” “supported,” and “researched.”
Example:
Assisted senior analysts in researching equity investment opportunities in the UK financial services sector.
Developed Excel-based financial models to forecast company performance and valuation.
Produced industry reports used in client presentations, improving portfolio decision-making.
Conducted competitive analysis to identify potential investment risks and opportunities.
Where possible, quantify achievements to demonstrate measurable impact, such as “contributed to a 5% improvement in portfolio returns through detailed equity analysis.”
Skills Section
Employers love a clear skills section. Highlight both technical and soft skills:
Technical: Financial modelling, Excel, Bloomberg Terminal, PowerPoint, financial analysis, valuation techniques.
Analytical: Data interpretation, research, attention to detail.
Communication: Report writing, presentations, client interactions.
Personal: Problem-solving, teamwork, initiative.
Be honest; skills listed on your CV should match what you can confidently demonstrate in interviews.
Additional Sections (Optional)
Awards and Achievements: Academic or professional awards.
Projects: University finance projects or independent research relevant to equities.
Languages: Useful if applying to firms with international clients.
Volunteering: Shows teamwork, leadership, and initiative.
CV Structure and Format Tips
Keep it clear, professional, and easy to read. Use a simple font like Arial or Calibri.
Stick to 1–2 pages for graduate-level applications.
Use bold headings for each section and consistent bullet points.
Avoid large blocks of text; recruiters scan CVs quickly.
Tailor your CV for each application, incorporating keywords from the job description.
Advice for Graduates
Focus on internships and academic projects that demonstrate relevant skills.
Use measurable achievements to make your CV stand out.
Include extracurricular activities only if they show leadership, analytical skills, or teamwork.
Show enthusiasm for financial markets and investment analysis.
Advice for Middle and Senior Management
For more experienced candidates, highlight:
Successful track record of investment recommendations.
Management of junior analysts or cross-functional teams.
Strategic input on portfolio decisions and risk management.
Leadership, mentoring, and contribution to business growth.
CV Do’s and Don’ts
Do:
Tailor your CV to the Junior Equity Analyst role.
Quantify achievements wherever possible.
Use keywords from the job description.
Keep formatting consistent and professional.
Include relevant coursework, certifications, and skills.
Don’t:
Include unrelated work experience unless demonstrating transferable skills.
Use vague statements like “responsible for” without explaining achievements.
Overload the CV with technical jargon that may not be understood by HR.
Use photos, unnecessary graphics, or overly fancy templates.
Lie or exaggerate your experience.
Final Thoughts
Your CV is your foot in the door to a rewarding career as a Junior Equity Analyst. Every section should convey your potential, analytical skills, and passion for the financial markets. Remember, recruiters spend less than a minute on a first read, so clarity, relevance, and impact are key.
Creating an interview-winning CV doesn’t have to be daunting. With the right structure, clear language, and focus on measurable achievements, you can stand out even in a highly competitive market.
If you want to take your CV and LinkedIn profile to the next level, I invite you to book a one-on-one appointment with me, Jerry Frempong, to get personalised expert advice. Let’s make sure your Graduate Junior Equity Analyst CV opens doors to the interviews you deserve. Book your appointment here
