Senior Equity Analyst £Exc +bens
An excellent opportunity has arisen within this leading Investment house for an experienced Senior Equity Analyst to join their highly successful Equity Research team. The main purpose of this role will be to take responsibility for the ongoing monitoring and development of public equity funds. Helping to lead the design of scalable, responsible investment strategies that meet the Client’s long-term objectives.
Roles & Responsibilities
Ability to produce high quality, rigorous evidence supporting all investment decisions.
Ability to analyse and attribute fund performance by country, region and/or sector exposure and provide insightful commentary to highlight any significant developments.
Ability to analyse individual fund manager style, trading activity, portfolio risk and consistency of investment approach and subsequently challenge fund managers where appropriate.
Primary analytical (monitoring) responsibilities on the major equity strategies on the investment platform.
Leading and coordinating major research projects on investment managers and strategies designed to augment the Client’s offering.
Assessing and managing the appropriate blend of managers / strategies utilized within the Client’s major equity building block / manager of manager funds
Assisting in the design of the investment processes that inform the investment decision making of the equities team and wider division.
Presenting to Investment Committees and other executive boards on critical investment issues.
Proven experience in making and owning investment recommendations and decisions
An exemplary understanding of all elements of investment manager / strategy research.
Evident skill and experience in designing complementary blends / packages of managers / strategies.
A deep understanding of the features of a high-quality decision-making process and how to implement it.
Sophisticated use of data and analytics to produce the evidence to inform decision making.
Ability to mentor and lead junior analysts, creating a culture of support and development.
Ability to compare, contrast and combine the full universe of equity strategies – from pure passive to quantitative and high conviction active.
A passion for investment research and a willingness to drive the investment research agenda of the team and business.
Strong technical knowledge of public equities markets and the investment processes used by active long-only public equities managers.
Experience & Qualifications
Front office investment experience and a history of making investment decision from research initiation to implementation and ownership.
Experience of deep and detailed manager / strategy research is preferred, although direct investing experience also considered.
Expertise in blending and combining strategies and managers into well-balanced blends, ensuring risk are intended and manageable.
Experience presenting complex topics to senior boards and committees
Degree qualified, or equivalent.
Preferably attained CFA exams, or equivalent.
Practical experience of analytical systems such as Aladdin / Bloomberg / Style Research / Factset.
To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to http://firstname.lastname@example.org. Ref: KC15007
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.