Senior Equity Analyst - Ref: KC13287

An excellent opportunity has arisen within this leading Investment house for a Senior Equity Analyst to join their highly successful Public Equity Investment team. Ideally suited to candidates who have knowledge of Global Equity markets, with key focus on both Large Cap and SMID Cap equity strategies.

Roles & Responsibilities

  • Responsible for conducting global equity research and analytical studies for the direct public equity investment team

  • Research – Production of high quality country, industry and stock investment research.

  • Engagement with portfolio companies and develop relationships with company management and research providers

  • Improve understanding, evaluation and integration of material ESG factors into investment decisions

  • Decision making – translating research into contributing towards investment decisions that are appropriate to each product type.

  • Support the wider team in all aspects of investment research, trade execution administration and operational activities as directed

  • Production of monthly and ad hoc investment reports and communications to clients, and consultants.

  • Active contribution to the decision-making process of fund allocation and investment strategy resulting in improving fund performance;

  • Knowledge of firm’s products and services and detailed knowledge of the global equities product and universe.

Experience & Qualifications

  • Knowledge of the global equity markets

  • Outstanding academic background; CFA Level II or equivalent

  • Microsoft Excel skills (advanced Excel, VBA skills)

  • Able to build, develop and maintain internal financial models for individual companies

  • Ability to conduct in-depth research papers that cover all key aspects of the company's investment philosophy

  • A strategic, analytical and practical commercial mindset

  • Understanding of stock market and industry operating and investment valuation context.

  • Strong numeracy and written skills

  • Knowledge of ESG concepts and ability to synthesize analysis in a practical way

  • High level of attention to detail

  • Ability to work in a team environment & possess well developed interpersonal skills

  • High potential; very bright with an energetic approach

  • Strong mathematical skills - able to cope with numbers but needs to be a ‘rounded’ individual

To hear more about this exciting opportunity, plase contact Karen Consalvi on 020 7847 8874 or email your CV to 

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.