Job Description
Job descriptionAbout this roleJob Purpose/BackgroundThe UK Equity team is responsible for managing funds for pooled and segregated accounts. The team is based in London, and uses bottom-up, team-based, fundamental research. Individual security research is conducted within a sector driven framework to deliver concentrated portfolios. The team consists of 6 investors supported by 2 product strategists and 1 core portfolio manager and sits within the larger active equity platform with over 240 investors.We are seeking a UK Equity analyst, preferably with UK consumer research experience, to work within the UK Equity team at the Vice President level to supplement our existing stock research capabilities. This person must have prior experience of equity analytics. The team are long-term investors (typically holding positions for 3-5 years), focused on identifying quality companies at attractive valuations.The position is a compelling opportunity for a research analyst with demonstrable skills for fundamental research, financial analysis and knowledge of corporate business models. The analyst we seek will have an appreciation of investing with a strong focus on fundamentally driven returns over longer time horizons. Working closely with other members of the team and the wider firm, this individual will conduct detailed fundamental research, make recommendations for inclusion of stocks into multiple strategies, as well as closely monitoring those companies while they are held in the funds.The analyst will need to conduct independent research; they will be based in London but should be prepared to travel at times to attend company meetings, trade shows and conferences as required
Responsibilities + Skills
Basic financial modelling ability with required skills in excel, plus preferred ability to use Bloomberg and tableau or other data modelling tools.
Education
Understanding of fundamental equity research and financial analysis.Sell-side research or buy-side / fund management experience required.Demonstration of ability as an independent researcher and stock picker who is prepared to think differently to the shorter-term consensus and focus on long term drivers of return.
Experience