Equity Research Summer Analyst Review

I built and updated detailed financial models in Excel to forecast company performance, incorporating historical data, management guidance, and macroeconomic assumptions. During earnings season, I reviewed companies earning releases, and conference call transcripts to assess results versus consensus. I contributed to internal notes and client-facing research reports summarising findings, key risks, and investment implications.

From the start, I was treated as a full-time analyst of the research team and was trusted to contribute to live projects that directly supported published research and client discussions.

- Financial Modelling
- Excel Proficiency
- Bloomberg Terminal
- LSEG Workspace
- Factset

Received formal technical training through FE, covering financial modeling, valuation techniques, accounting fundamentals and excel skills.
Assigned a mentor who provided regular feedback, advice, and guidance on analytical approaches and industry research.
Worked closely with my manager and senior analysts within my team, who reviewed my work, explained investment decisions, and encouraged me to take ownership of tasks.

- Collaborative and supportive environment
- Intellectually stimulating
- High-performance culture

- Enjoyed the experience, as it offered a steep learning curve and genuine exposure to the fast-paced world of equity research.
- Found the work intellectually rewarding, particularly the opportunity to apply financial and analytical skills to real companies and market events.
- Satisfaction from seeing my research and analysis directly contribute to team discussions and published work.

Yes