Equity Strategist: Job Description & Salary

Equity strategists assess stock market and investment data and advise clients about financial decisions. They may also develop software that assist with this process. Read on to learn more about this career field.

Career Definition of an Equity Strategist

Equity refers to value. Equity strategists work with companies or clients to help them reduce financial risks or to maximize potential profits. How they specifically do this can vary widely. Equity strategists may work directly with clients in a role comparable to that of a financial advisor. They may help them identify potential investment opportunities or provide insight about transactions they're considering. They may also advise companies about financial investment decisions. In some cases they are involved with producing financial products.

Many roles for equity strategists are a hybrid of a financial advisor and software developer. Equity strategists are commonly expected to have computer programming skills, knowledge of computer programming languages such as C++ or Java, and programming or database skills to create software that can help with tasks such as assessing investment prospects. An equity strategist wants to ensure their client or employer maximizes the value of their investments or business with good financial strategies. Their duties also involve making regular reports or presentations and providing investment recommendations based on their assessment of market conditions.

Educational Requirements Bachelor's degree
Job Skills Communication skills, analytical skills, decision-making skills, public speaking skills, teamwork skills, computer programming skills, mathematical skills, attention to detail
Mean Salary (2017)* $82,979
Job Outlook (2016-2026)** 11% (financial analysts); 24% (software developers)

Sources: *; **U.S. Bureau of Labor Statistics

Required Education

Employers typically require applicants for equity strategist roles to have at least a bachelor's degree as well as years of relevant experience. Employers tend to prefer applicants who have experience or training in finance or accounting. Degree fields that may also appeal to employers include math and computer science. A high level of computer skills, including programming, may also be required, so courses in these areas may help applicants seeking work as an equity strategist.

Required Skills

Equity strategists are involved with reviewing a great deal of numeric data, so they need to pay close attention to detail, and they also should have strong mathematical skills to perform calculations. Good analytical skills are required to process relevant data, and these professionals must have good decision-making skills in order to form recommendations based on that data. Communication skills are important, since equity strategists may work directly with customers and provide reports to managers. They may work with other software developers and financial analysts, as well, so good teamwork skills are also desirable.

Career Outlook and Salary indicated that the average annual income for an equity strategist was $82,979 in 2017. Since the role of an equity strategist is often more of a hybrid of the traditional roles of software developers and financial analysts, the job outlook for both of these professions should be considered for equity strategists. The U.S. Bureau of Labor Statistics (BLS) indicated that from 2016 to 2026 financial analysts would see an 11% rate of job increases in their field, while software developers would enjoy job growth of 24% during the same time period.

Related Careers

Aspiring equity strategists may also be interested in other careers that involve analyzing financial data and making investment recommendations or developing financial strategies. Learn more about the work of economists, financial management analysts and financial consultants from the articles listed here.

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