Our client, a highly regarded Wealth Manager is looking for an experienced Equity Analyst to join their central research team. The successful candidate will generate investment ideas and make recommendations to both the UK and International Equity Investment Committees.
Roles & Responsibilities
Maintain research on Recommended and Covered stocks – commentary on results and research notes summarising the investment case
Host and write up meetings with company management
Carry out sector and thematic equity research and write reports
Focus on equities across several sectors globally, with UK equities experience essential
Liaise with investment managers, answering questions and advising on stocks
Present on stock ideas and news at the weekly investment meeting and other internal meetings and business channels
Seek to generate outperformance and secure buy-in of ideas
Act as an advocate of and ambassador for the central research process and stock ideas
Assist with key client meetings and pitches.
Experience & Qualifications
Degree qualified or equivalent, CFA Level 3 would be desirable but not essential
Have 5+ years of investment experience and fundamental UK equity research skills
Understanding of company analysis, reports and accounts
Understanding of portfolio construction, risk and suitability
Financial modelling experience would be an advantage
Understanding of the regulatory environment in which we operate.
To hear more about this challenging opportunity, please contact Alex Brown on 020 7847 8878 or email your CV to email@example.com.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.